China High Speed Rail feast ball opportunities.
Since 2011, a departure from China, passes through Laos, Thailand, Malaysia, Singapore and finally to start building high-speed rail line, which will be the next high-speed rail enterprise growth.
"The more the railway shop longer, glue stick more and more listed companies, the business grew and grew" in recent years the development of China's railway transportation industry, a true portrayal.
December 7, 2010, Minister of Railways Liu Zhijun high-speed railway in the Seventh World Conference, said China's current high-speed railway mileage has reached 7,531 kilometers, is the world's longest high-speed rail operation mileage, the largest country in the construction . Accompanied with the vigorous development of High Speed Rail High Speed Rail on the entire upstream and downstream industry chain, from the railway, the train to other parts of the chain reaction, all because of "Twelfth Five-Year" plan proposed strategy for fostering the development of new industries and heating up again.
Investment of 700 billion annually in the future.
Accordance with the "long-term railway network plan" in the "second Five-Year" period, China will remain a large-scale railway construction investment, investment will remain at about 7,000 billion yuan per year,glue gun totaling about 3.5 trillion yuan, compared to the "Eleventh Five "During the 2.2 trillion yuan of investment, an increase of more than 1 million. Which, in accordance with the "second five" will build 16,448 km of high iron, high iron cost 114 million yuan per kilometer basis, high-speed rail is about 1.875 trillion yuan of total investment.
By favorable policies and a huge financial impact, December 9, 2010 the Seventh World Conference of the closing day of high-speed railway, the railway sector, railway infrastructure sector as a whole rose 2.27%, with high-speed rail-related stocks, Jinxi Axle, East NC and day Malaysia shares the daily limit, CSR, CNR, Jin billion industry and other gains are all above 6%.
To CSR, CNR, represented the high iron leading enterprises in the past quite good gains in 2010.
As of December 22, 2010, according to public data management, CNR orders now in hand about 1400 billion, to meet the development needs of the next few years. February 2010, CNR acquisition of the Shanghai Rail Traffic Equipment Development Co., Ltd., the company's Deputy General Manager Xie Jilong expressed: "China has been a major producer of CNR, business units are among the North, South market is relatively weak. The acquisition was mainly developed in the southern center of the layout of cities. "
According to CSR announced the first half of 2010 showed that as at the end of June, the company achieved operating income of 28.1 billion, an increase of 51% of orders in hand 840 million. Calculated based on publicly available information, China South Locomotive orders currently in hand close to 1,000 billion yuan, the company annual revenue over 60 billion yuan basically a foregone conclusion.
China South Locomotive's impressive performance as well as China's CSR Zhuzhou Corporation ("CSR Zhuzhou") and South Zhuzhou Electric Locomotive Research Institute (hereinafter referred to as "CSR Zhuzhou by"). They also got on the development of high-speed railway, "Express."
In the "China Economic Weekly" interview, CSR Zhuzhou publicity department, said the company in the development of enterprises "second five" plans, clearly stated in the "second Five-Year" period, will accelerate the strategic adjustment of industrial structure, is expected to achieve 2012, 200 billion yuan, 400 billion by 2015, the strategic objectives.
China, the birthplace of the first CSR Zhuzhou Electric Locomotive where the sales revenue in 2010 reached 10.0018 billion yuan, an increase of 62%, into the "billions" club.
Zhuzhou CSR said the publicity department, as the unit's strategic industry in recent years, the development of capital markets in the same eye-catching. In addition to having CSR Times Electric, Times New Materials two listed companies, in 2008, CSR Zhuzhou Institute also less than 1 billion to buy the world's sixth largest semiconductor company and the United Kingdom Danny Fox, became the railway industry the first cross-border M & A cases.
China High Speed Rail overseas when the "boss."
Time Back in 2004, "long-term railway network plan" by the State Council to use the time for about two years, the railway speed from 160 kilometers to 350 kilometers, that "the introduction of advanced technology, the joint design and production, to build China brand" the overall requirements.
Followed by high-speed railway in China has "apprentice" Alstom, Kawasaki Heavy Industries, Siemens and other high-speed train manufacturers. 4 years later, August 1, 2008, China's first with completely independent intellectual property rights of the Beijing-Tianjin intercity high-speed rail opening of the railway operations, the maximum operating speed of 350 km. Since then, the Wuhan-Guangzhou, Zhengzhou-Xi'an, Nanjing, Hangzhou, Beijing-Shanghai high-speed rail ... ... Feast launched nationwide.
Even in the world, the performance of high-speed railway in China is also very eye-catching. China's high-speed rail companies at this time spotted the global wave of high-speed rail construction, with low-cost advantage is quickly captured overseas markets. According to public data estimation, two aspects of comprehensive civil engineering and vehicle costs, the Chinese foreign cost of high-speed rail cost only 1 / 3 to 1 / 2. The cost of the domestic high-speed rail is generally 100 million yuan to 1.5 billion yuan / km, while in Frankfurt, Germany - Cologne lines, about 300 million yuan / km, South Korea in 2004 and opened to the high cost of rail-based component of 2.5 billion / km.
China High Speed Rail's "low cost, high-quality" has become a headache that the advantages of competitors. From the original "Apprentice" to overseas markets advance today, "the boss", that the traditional high-speed rail power, as if overnight more young competitors.
As of the end of July 2010, CSR announced, the company contracted overseas has more than 760 million U.S. dollars the amount of about 10% of total sales income. Deputy General Manager of China South Locomotive Shaoren Jiang said: "first half of 2010, the company contracted value of overseas more than doubled from the previous year. And international competitors, our advantage is cost-effective delivery of short duration."
December 2010, China South Locomotive and General Electric signed a cooperation framework agreement, but that his landing the U.S. commitment to high-speed rail market. It is reported that the two companies will jointly invest 50 million U.S. dollars, a joint venture in the United States (two each holding 50%), Florida bids, two states, California High Speed Rail project.
In the same year in December, CNR announced a strategic cooperation with the French Alstom, the common high-speed rail market to expand overseas. Subsequently, CNR announced that the first 6 sets of narrow-gauge line power the world's largest locomotive arrived in New Zealand, and has become the first export of diesel innovation success stories in developed countries.
The just-concluded visit to China, Europe, North Car Xieji Long told reporters, in today's international high-speed rail market, "we mature in Europe between the rail transportation business, are partners."
Q & A.
Q: "China Economic Weekly"
A: China South Locomotive and Deputy General Manager Shaoren Jiang.
CSR Zhuzhou Propaganda Department of the company.
Deputy General Manager quarter of Times New Materials Xiao Kang.
CNR Deputy General Manager Xie Jilong.
Seven high-end equipment manufacturing into the strategic and emerging industries, on what impact your company? Of the "Twelve Five" during what is expected of business objectives?
Shaoren Jiang: Group aims to achieve the overall 2012 revenues of more than 1,000 billion yuan, an industry first, and hope that the overall income in 2015 for at least 1,500 billion. Group of six plates in the fastest-growing new industry sector, 10.0 billion in 2010 revenue, is expected to reach 200 billion in 2012, will reach 30 billion yuan in 2015.
CSR Zhuzhou Publicity Department of the company: in the "second Five-Year" period, will accelerate the strategic adjustment of industrial structure, to achieve 200 billion in 2012, 2015, 40 billion of strategic objectives.
Xiao Kang Season: from sales volume, we are the world's second position, (the first is the ContiTech), the next 2 to 3 years after the development of hope can be done first in the world. 2 billion operating profit in 2010, hoping to reach 500 million yuan in the next few years, 10 billion.
Xie Jilong: According to the CNR when the share reform in 2008 established the "three-step" plan, by 2011 sales revenue of 70 billion yuan to achieve. In the "second Five-Year" period, to achieve the sales income of 140 billion yuan by 2015, more than the goal.
"Twelfth Five-Year" period, the company's competitiveness in overseas markets and how to deploy?
, Chairman of China South Locomotive Rolling Stock (October 2010 told the media said): the amount of orders for the current group nearly a thousand billion, accounting for about 8% of the overseas market, like 2015, total revenues from overseas about two percent.
CSR Zhuzhou Publicity Department of the company: Over the past three years, has been the Middle East, Uzbekistan, Kazakhstan, Singapore, Turkey and other countries and regions in the order of 11 projects. Up to now, the company received export orders total more than 80 billion yuan.
Xiao Kang quarter: The company has been focusing on cultivating overseas markets include Bombardier, GE, Alstom and other international rail giant fields in the elastic component partners for many years.
Xieji Long: 2010, China received more than 300 million North car orders, which accounted for 10% of the international market, the future will further open up overseas markets.