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    China'S High-Speed Rail Stealth Industry Chain Survey: 32 Listed Companies Surfaced

    2011/7/25 8:41:00 34

    Investigation On China'S High-Speed Rail Stealthy Industry Chain

    An accident has brought China's high-speed rail to a huge scale.

    nightmare

    In


    On the evening of July 23rd, between the Yongjia and Wenzhou south of Hangzhou Shenzhen line, the rear end of the two trains occurred, causing huge loss of personnel and property, and causing everyone to torture the safety problem of high-speed railway.


    We believe that this is a systemic problem, and the listed companies in the high-speed rail industry chain can not escape the responsibility.

    In the huge industrial chain of China's high-speed rail, this is the most detailed list of listed companies, and we pursue the most valuable truth.


    Huge industrial chain


    In 2010, China's railway investment reached an unprecedented 842 billion 600 million yuan, and huge investment also spawned a sizeable high-speed rail market.


    The revised "12th Five-Year" high-speed rail plan, which was revised in April 22nd, will control the total scale of the new line during the 12th Five-Year period of the high-speed rail target in 2015. The total scale of the new line will be controlled within 30 thousand kilometers, and the infrastructure investment will be set at 2 trillion and 800 billion yuan, or 45 thousand km to the national fast track in 2015.


    Such a huge investment, though less than 3 trillion and 500 billion planned by the former Minister of Railways Liu Zhijun, is also enough to spawn a huge one.

    industry chain


    According to the survey conducted by reporters in twenty-first Century, there are 32 listed companies in China's high-speed rail chain.


    Among them, China north car and China South car are responsible for EMU and urban rail pit vehicles; engineering contractors China Railway, China railway construction, EMU and accessories manufacturers, Jinyi industrial, Taiyuan heavy industries, Maanshan Iron and Steel Group, etc., information technology system supplier brilliant technology, new Beiyang, century rier and so on.

    Besides, there are also listed companies such as oak stock, Dongyu Hong, Zhong Ding stock and so on.


    New companies are emerging.


    In addition to these, some previously unknown companies were also found to be involved in the construction of high-speed rail.


    For example, 300213.SZ, which just launched in May, provides "MDS multimedia command" for this line.

    Dispatch

    System ".


    According to the news of Jia news Feihong official website, the railway digital dispatching communication system is an important communication equipment for railway traffic dispatch and command and information liaison, which is directly related to the safety and efficiency of railway pportation production.

    It is possible to fully realize the digitalization of railway dispatching, station and yard communication, and adapt to the future development trend of railway communication.


    In addition, the total number of equipment used by the 18 railway companies in China has reached thousands of units, which occupy a larger share in the railway dispatching market and become the largest supplier of railway dispatching equipment.

    Such as Beijing Guangzhou line, Wenfu passenger dedicated, Yong Tai Wen passenger dedicated line.


    At the same time, this is not a listed company, but it was also excavated in this accident.

    The disaster prevention system of the geothermal Fuzhou line is mainly provided by today's Chuanda anda.


    The company disclosed on the official website: "in July 2009, we undertake the disaster prevention of Wenfu line."

    Monitor

    System integration task, we only use two months to complete the line's disaster prevention and safety monitoring system integration work, and in line with the main line "four electric" equipment at the same time in October 2009.


     
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