1. Upstream raw material link category
Construction machinery, steel, cement, electric power, building materials and other professional enterprises will benefit directly, with long boom period and small fluctuation. Such enterprises include China Railway (60 1390), China Railway Construction (60 1 186) and China Railway Second Bureau (600528, stock bar). Share bar) (600820), Xugong Machinery (000425, Share bar) (000425), Sany Heavy Industry (60003 1, Share bar) (60003 1), Jiangshan Chemical Industry (00206 1,
2. Mechanical vehicle link category
China South Locomotive (60 1766)(60 1766) and China CNR (60 1299), which jointly monopolize 95% of the domestic railway locomotive manufacturing market, are the preferred targets of the high-speed rail theme, and Northern International (000065, shares it) (00065).
3. Infrastructure links
It mainly includes China Railway, China Railway Construction, Guangdong Hydropower and Tunnels. Recently, the State Council approved subway and intercity train projects, and Guangdong Hydropower and Tunnel shares are expected to get a slice of the action.
4. Part Link Category
South Huitong (000920, bar) (000920), North Venture (600967, bar) (600967), Xiangdian (6004 16, bar) (6004 16), Jinxi Axle (600497)
5. Information electronic equipment link class
The main listed companies are east china numerical control (002248, Share Bar) (002248), Shenyang Machine Tool (0004 10, Share Bar) (0004 10), Qinchuan Development (000837, Share Bar) (000837) and Dongli Transmission. Guba) (60 1002), Times Science and Technology (0061,Guba) (006 1 1), Times New Materials (600458, Guba) (600455).
6. Railway operation and logistics links
Guangzhou-shenzhen railway (60 1333), Guo Heng Railway (000594, Bar) (000594), Tielong Logistics (600 125, Bar) (600 125), Shentong Metro (600834) In particular, Tielong Logistics, China Storage Co., Ltd. and other leading enterprises with large-scale railway freight will rely on transportation hubs in the future, and the expectation of enhancing business radiation is more clear. High-speed rail involves a wide range of stakeholders, and many related industries will benefit from it.
A list of high-speed rail leading stocks 1, Taiyuan heavy industry (600 169): domestic substitution or acceleration. It is rumored that the Ministry of Railways purchased a set of fully simulated train bench equipment with a speed of 350 kilometers per hour from the United States to conduct bench tests on domestic equipment. Taiyuan Heavy Industry is expected to become the first enterprise to participate in the bench test, which indicates that the import substitution of high-speed rail parts has entered an important link.
2. Jinxi Axle (600495): Everything is ready except the "standard". At present, the railway bearings and wheels needed for high-speed rail projects under construction in China are imported, and the industry standards are absent. The enterprises represented by Shanxi Axle are mainly based on the relevant standards of European high-speed rail. If this market is liberalized, relevant companies will be expected to realize import substitution quickly.
3. Boshen Tool (002282): the pioneer of brake pads. Based on the leading edge in the field of diamond tools and metallurgical powder materials, the company started the research of EMU brake pads many years ago, developed the EMU brake pads, and passed the test environment verification.
The leading stocks of high-speed rail concept are: Times New Material 600458, Brilliant Technology 002296 and Kaifa Electric 300407. In addition, high-speed rail concept stocks include: Peng Ling 300375, Thinking Train Control 300375, Lingyun 600480, Dinghan Technology 3000 1 1, Yaxia 002375, Du Nan Environment 0020 1 1, and Tride 300000.