China's railway construction has maintained rapid growth in the past few years, but since the second half of 20 12, the speed of railway construction has begun to slow down. 20 12 China railway corporation has carried out a series of reforms in the early stage, but railway construction has been on the road of slow progress.
In the first half of 20 13, the investment in railway fixed assets was 2 159438+0 billion yuan, up 2 1.5% year-on-year. In the second half of the year, the focus of China Railway Corporation will shift to investment and financing reform. According to the previous planning arrangement of the State Council, it is required to establish a public welfare transportation compensation system and a reasonable pricing mechanism for operating railways this year, so as to create conditions for social capital to enter the railway field. As an important "steady growth" infrastructure project of the country, it is logical for the railway industry to recover its investment, restart the order of vehicle equipment and boost the economy.
The passenger flow of high-speed rail is growing rapidly, and the demand for motor train travel is increasing.
The growth trend of domestic demand for motor train travel is improving, and the passenger flow has hit record highs. 20 13 in the second quarter, the daily average passenger flow of Beijing-Shanghai high-speed rail reached 220,000, a record high. 10, the newly opened Harbin-Dalian high-speed railway 20 12 and13, the average daily passenger flow in the first quarter increased by 123% year-on-year, reaching140,000 passengers. The Beijing-Guangzhou high-speed railway was opened at the end of last year, and the demand market for motor trains in the future is still considerable.
The tender for EMU will be restarted soon.
Since 20 13 years, the development of urban rail transit in China has continued its fiery momentum for 20 12 years, and the bidding for motor trains that was once stagnant will be implemented after the bidding for freight cars in the second half of the year. If the tender for EMUs is restarted, there will be a huge demand for EMUs in the future, and relevant enterprises will get enough orders for EMUs.
Intercity transportation and export market have broad prospects.
China has a vast territory and obvious regional economic differences. In recent years, driven by the development of regional economic model of "urban belt", intercity traffic has developed rapidly and the number of intercity EMUs has increased rapidly. In addition, domestic motor car manufacturers not only attach importance to the orders of local governments, but also actively prepare to "go global", among which "BRICS" and moderately developed countries are the key markets for domestic motor car enterprises to expand.
Order Analysis of Domestic EMU
In 20 13, the total investment scale of railway fixed assets is determined to be 650 billion yuan, and the infrastructure investment plan is 520 billion yuan. Because the investment in railway fixed assets mainly includes infrastructure investment, renovation and vehicle purchase, among which the renovation is mainly the renovation of transportation equipment. The investment in vehicle purchase and renovation is closely related to the sales revenue of China South Locomotive and CNR from "railway" (referring to the orders for locomotives, trucks, motor trains and other vehicles of the Ministry of Railways).
Demand forecast of domestic emus
The demand growth of China EMU mainly comes from two parts: 1) the demand brought by the new line and the new EMU equipment; 2) The demand for EMU brought by the increase of passenger flow.
Generally speaking, after the railway reform, on the one hand, the utilization rate of railway vehicles is improved, and the price is more market-oriented, which has a certain impact on the new demand and profit, on the other hand, the railway investment subjects are diversified after marketization. Because the railway density in China is still very low in developed countries (5.55 km/10,000 people in the United States and 0/.59 km/10,000 people in Japan), the supply of railway passenger and freight cars needs to be supplemented for a long time. With the positive impact of the railway reform on railway investment, the bidding system for bullet trains and railway construction, the demand space for bullet trains in China will be further released. In 20 13-20 15, the demand of China EMU is expected to be 2 13/394/499.
China exports the world's highest speed meter-gauge EMU for the first time.
Xinhua News Agency, Changsha165438+130th October-The world's fastest meter-gauge EMU produced by China for Malaysia rolled off the assembly line from CSR Zhuzhou Electric Locomotive Co., Ltd. on 30th. It is estimated that it will operate more than 200 kilometers on the route from Kuala Lumpur to Ipoh in Malaysia before the end of next year, and it is planned to operate more than 900 kilometers on the route from Johor Bahru to Badong in the long term.
Zhou Qinghe, Chairman and General Manager of China CSR Zhuzhou Machinery Co., Ltd. introduced that the head of the train is designed by bullet, and it runs at a speed of160km per hour on the Malaysian meter-gauge railway, which is the highest speed of the meter-gauge EMU in the world? 20 15-09-08 "Hunan made the world's highest speed meter-gauge emu in Malaysia" reported that in the trouble-free running test of 10000 km, the emu set the world's highest speed of meter-gauge railway at 176 km/h.
Zhou Qinghe said that China's track adopts standard track, and other domestic rail transit equipment enterprises produce standard track EMUs, while China CSR Zhuji Company innovatively designed the first meter-gauge EMUs with the highest speed in China based on the experience of developing intercity EMUs for Malaysia, which is also the first time that China exported the highest speed meter-gauge EMUs?
China CSR Zhuzhou Machinery Co., Ltd. has been developing EMUs for 10 years? Great White Shark, the first independently-innovated 200km/h AC drive high-speed EMU in China, rolled off the production line at 1999. Later, it developed Blue Arrow, Central Plains Star, China Star and other EMUs, and conducted a lot of scientific research and exploration. It has a mature R&D platform for EMUs and complete supporting facilities for surrounding industries? As for the development of the meter-gauge EMU with the highest speed, experts say it is more difficult than the standard high-speed EMU, because the narrower the track, the higher the requirements for the stability of train operation, bogie design of running gear and strength of car body?
Lin Wenjun, director of the EMU development department of China CSR Zhuji Company, said that the project personnel repeatedly demonstrated that the train length could not be designed 15 times? Because a series of factors such as reducing wind resistance should be considered, five aspects such as cab layout, driver's vision and weight balance in each area should be coordinated. For this important part, there are as many similar statements in the whole train as 10.
In addition to the design itself, the safety and reliability of the train are fully guaranteed. The train is also equipped with advanced safety equipment such as axle temperature alarm system, lateral stabilizer and external state monitoring system, which puts on "safety protective clothing" for its high-speed operation.
According to Zhou Qinghe, the contract for the off-line train (a total of 10 trains) was signed in September 20 13, which can be off-line in a short time, demonstrating the rapid development capability of China CSR Zhuzhou Machinery Co., Ltd. based on the advantages of system integration. China CSR Zhuzhou Machinery Co., Ltd. has signed 98 train orders for five projects with Malaysia, becoming one of the biggest promoters of the development of rail transit equipment in Malaysia.
Zhou Qinghe said that according to the project plan, some trains will be manufactured by the Malaysian subsidiary of China CSR Zhuzhou Machinery Company? This subsidiary will be put into operation in February, 20 14, and has the capacity to manufacture 100 new EMUs every year.