(60 1766), China Railway High-tech (600528), Jinxi Axle (600495), Huatie Co., Ltd. (000976), etc.
The core data of this paper: railway rolling stock and EMU manufacturing industry policy, industry development trend, application scenario analysis of subdivided products, etc.
Analysis of the Influence of the Vision of "Railway Innovation in the 14th Five-Year Plan" on the Manufacturing Industry of Railway Locomotive and EMU
In order to implement the decision-making arrangements of the CPC Central Committee and the State Council, promote railway scientific and technological innovation during the "14th Five-Year Plan" period, promote the high-quality development of railways, and support the construction of a powerful country in science and technology and transportation, the State Railway Administration has organized and compiled the "14th Five-Year Plan" for railway scientific and technological innovation.
From the planning point of view, China's railway informatization construction will enter a stage of rapid development, and a brand-new plan has been made for technical equipment and transportation services, which also makes the manufacturing field of railway rolling stock and EMU in China face higher technical challenges and opportunities in terms of intelligence and informatization.
Among them, the concept of "intelligent high-speed rail" is clearly put forward in the plan, and it is also clear that it is necessary to vigorously promote the cutting-edge technologies such as Beidou satellite navigation, 5G, artificial intelligence, big data, Internet of Things, cloud computing and blockchain, and the deep integration of railway technical equipment, engineering construction, transportation services and other fields, strengthen the research and development and application of key core technologies of intelligent railways, promote the collaborative sharing of big data, promote the development of digital economy in the railway field, and improve the level of railway intelligence.
Analysis on the Influencing Factors of Industry Development-The travel demand of residents will further increase.
From the development trend of the industry, China's railway rolling stock and EMU industry has formed a certain industrial scale after years of development. The output of China railway locomotives and EMUs experienced a short-term downward trend after a peak. The number of locomotives in China has entered a stage of steady development, and the number of EMUs has increased steadily. At present, the industry has formed a relatively mature technology, and is constantly adjusting and upgrading.
Judging from the distribution of railway locomotives and EMU products in China, China EMU has developed rapidly in recent years, and the number of EMUs has continued to grow, occupying a more important position in the number of railway passenger cars in China. In 20021year, the number of railway passenger cars in China was 76,000, including 40 emus12 and 32,097 cars, accounting for 42.24%. According to the "14th Five-Year Plan" railway informatization development plan, it is predicted that the proportion of EMU and high-speed rail vehicles will further increase in the future.
Analysis of the future trend of the industry-technological innovation becomes the primary task
Under the background of green, intelligent and informational railway vehicles during the 14th Five-Year Plan, the corresponding technological innovation will play a decisive role in the development process. From the trend, the market of China railway rolling stock and EMU industry will not change obviously in a short time, and leading enterprises will invest more resources in technological innovation and research and development of new vehicles:
The above data refer to the Analysis Report on Market Demand Forecast and Investment Strategic Planning of China Railway Locomotive and Rolling Stock Manufacturing Industry by Prospective Industry Research Institute.