Overview of rail transit concept stocks
1, Zhonghe Technology
Domestic signal system leader, PPP brings new opportunities. Leading the wave of localization of rail transit signal system, the main business of "rail transit+energy saving and environmental protection" dual-track development Zhonghe Technology includes rail transit (AFC, signal system) and environmental protection (desulfurization and denitrification). At present, the company covers subways, light rails, trams and intercity lines through cooperation modes such as EPC, BT, BOT, PMC and PPP. 20 15 annual report shows that the revenue of rail transit signal system is 700 million, accounting for 40%. In the first half of this year, the company has divested the EPC business and assets of atmospheric control and implemented the dual-track development model of "rail transit+energy saving and environmental protection". The BiTRACON CBTC signal system independently developed by the company was a complete success at the expert review meeting and was recognized by TUV Rheinland of Germany. There are high administrative barriers and technical barriers in the field of rail transit signal system, and the company is expected to further increase its market share by virtue of its competitive advantage in the future.
2. Hsinchu shares
Signed a strategic cooperation framework agreement with China Power Construction Co., Ltd., adding another wing to the development of the company's tram project. PPP projects open up the company's growth space, reduce its holdings and introduce strategic investors to help the company enter the fast track. The company is a small "medium-sized car" for trams, with the capability of vehicle manufacturing. Signed the PPP cooperation mode of modern tram demonstration project with Xinjin County, which opened up the company's growth space and participated in the construction of R 1 bid section, laying the foundation for more projects in the future. At present, the construction and operation of the first demonstration line tram project in Yibin City has been signed, with a line length of about 20 kilometers. In addition, it will enter the remaining five lines in Xinjin County with a high probability (about 60 kilometers, with an investment of about 7 billion).
3. Dinghan Technology
CRRC Co., Ltd. has completed the relocation and its performance is expected to resume in the second half of the year. CRRC Co., Ltd. completed the relocation, boosting the rapid growth of the company's performance. In the first half of the year, the company successfully completed the relocation of CRRC limited production base from Guangzhou to Jiangmen. The operating income of CRRC Limited 20 16 in the first half of the year dropped significantly compared with that of 20 15 in the same period, mainly because its relocation affected the production and delivery in the first half of the year. At the same time, the expenses such as wages, depreciation of fixed assets and expensed interest expenses of infrastructure loans caused by relocation have increased substantially. In the first half of the year, sales expenses, management expenses and financial expenses increased by 58.65%, 52.88% and 64.9 1% year-on-year. After the relocation is completed, the limited production capacity of CRRC will be greatly increased.
4. Shentong Metro
Shanghai Shentong Metro Co., Ltd., formerly known as Shanghai Lingqiao Water Supply Co., Ltd., was established in June 1992, and publicly issued shares to the public in the same month, and was publicly listed and traded on the Shanghai Stock Exchange on February 24, 1994. In 200 1 year, with the care, guidance and help of the municipal government and relevant departments, Shanghai Shentong Group Co., Ltd. (hereinafter referred to as Shentong Group) settled in Shanghai Lingqiao Water Supply Co., Ltd. (hereinafter referred to as Lingqiao Shares) according to the spirit of the relevant meeting of the Shanghai Municipal Government, and the company was renamed Shanghai Shentong Metro Co., Ltd. (hereinafter referred to as Shentong Group), mainly engaged in subway operation and related comprehensive development, rail transit investment, subsidiary companies and other businesses. Became the first listed company engaged in rail transit investment and operation in China.
5. Excellent technology
Henan Huihuang Technology Co., Ltd. is a high-tech enterprise and software enterprise in Henan Province, a pilot enterprise of high-tech innovation in Zhengzhou City, and a private enterprise supported by the green channel of Zhengzhou Municipal Government. It is a designated enterprise such as signal microcomputer monitoring system, tdcs system and ctc system of the Ministry of Railways. We have developed a variety of products in the field of computer measurement and control, and have a number of software products and patented technologies with independent intellectual property rights.
6. Kaifa Electric
Tianjin Kaifa Electric Co., Ltd. was incorporated in Tianjin New Technology Industrial Park in June 2000, and it is a high-tech enterprise recognized by the state. The company's main business involves railway, urban rail transit and power system automation products, integrated monitoring system, industrial automation system, locomotive and vehicle auxiliary control system, monitoring and diagnosis system, software product research and development, manufacturing and sales, engineering installation and service, computer and electromechanical integration system integration and technical consulting services. It is a domestic supplier specializing in the research and production of traction power supply related equipment and systems for high-speed electrified railways and rail transit.
7. Yonggui Electric Appliances
20 10/0,2065438+00 On February 6th, the company completed the change registration in Taizhou Administration for Industry and Commerce. The name of the company was changed to Zhejiang Yonggui Electric Co., Ltd., and the whole company was established by Zhejiang Tiantai Yonggui Electric Co., Ltd. The company's main business is the production and sales of R&D rail transit connectors. The main products include railway passenger car connectors, railway locomotive connectors, urban rail connectors and EMU connectors. The products are used in railway and urban rail transit industries.
8. Dinghan Technology
Established in June 2002, Beijing Dinghan Technology Co., Ltd. is a high-tech enterprise engaged in R&D, production, sales and service of high-end rail transit equipment. On June 30th, 2009, 10, the company was listed on the Growth Enterprise Market of Shenzhen Stock Exchange, becoming the first batch of enterprises listed on the Growth Enterprise Market in China. Stock abbreviation: Dinghan Technology, stock code: 3000 1 1.
9. Hongrun Construction
Hongrun Construction Group Co., Ltd. (hereinafter referred to as "the Company" or "the Company") is a legal entity established by Xiangshan Municipal Engineering Construction Company Staff Security Fund Association, Xiangshan Second Light Industry Cooperative Association and Shanghai Longhua Real Estate Development and Management Company (now renamed as Shanghai Longhua Real Estate Co., Ltd.) in accordance with the relevant laws of People's Republic of China (PRC) and approved by Ningbo Municipal People's Government 1994253. On February 29th, 20 10, the company was registered in Ningbo Administration for Industry and Commerce with the registration number of 25407343-7 (now 3302002006757) and obtained the Business License of Enterprise as a Legal Person with a registered capital of RMB 42.8 million.
10, Dayun Technology
Chengdu Dayun Technology Co., Ltd. was established in 2006 with a registered capital of 84 million yuan. Since its establishment, the company has been focusing on the research, development, production and sales of rail transit locomotive operation safety system. It is one of the few high-tech enterprises with core technology, independent intellectual property rights and independent production capacity in China. The company's main products include rail transit operation simulation training system, on-board monitoring equipment for locomotives and rolling stock, and maintenance operation control system for locomotives and rolling stock.
From February to September this year, the National Development and Reform Commission successively approved the urban rail transit construction plans of seven cities, including Wuhu, Guiyang, Luoyang and Baotou, with the total length of lines being 284 km, 260 km, 235 km and 65,438 km +002 km respectively, and approved the planning adjustment plans of Xi and Qingdao, with the total length of adjusted lines being 243.2 km and 65,438 km +0.7 km respectively. At the meeting on September 8, Hu Zucai affirmed the effective practices of Hong Kong, Beijing, Shanghai and other cities in investment and financing mechanisms.