[This year, the annual railway completion investment plan announced by the Railway Corporation has undergone three upward adjustments, from RMB 630 billion to RMB 800 billion]

While promoting the "going out" of China's high-speed rail headed by the Prime Minister, domestic railway construction is also heating up, and railway construction and vehicle manufacturers will share more dividends.

"First Financial Daily" reporter learned from the National Development and Reform Commission yesterday that the National Development and Reform Commission recently announced that five railway investment projects have been approved information, a total investment of 152.697 billion yuan.

Since October, the National Development and Reform Commission has been intensively approving relevant railway and airport projects. The approval of a large number of projects also indicates the intensive release of railway tenders in the next years. It also means that China Railway Construction (601186.SH) and other railway construction enterprises and the North and South Orders from vehicle manufacturers such as cars will continue to grow.

Railway construction speeds up

The railway projects approved this time are mostly concentrated in the central and western regions. They are the newly-built railway projects from Liuzhou to Luzhou, Duolun-Fengning Railway from Duolun to Tahouqi, and the new Lanzhou-Jiangsu Railway and Chengdu-Kunming Railway from Emei to Miyi. Segment expansion project, new Yinchuan-Xi'an Railway.

Since October, the National Development and Reform Commission has successively approved 21 infrastructure projects for 16 railways and 5 airports, with a total investment of 693.374 billion yuan.

In this regard, an industry source pointed out that the NDRC once again focused on approving railway projects, reflecting the central government's strong support for railway construction. It also means that railway infrastructure is still an important tool for the government to achieve steady growth through “micro-stimulation”.

According to the data released by the Railway Corporation, the railway construction investment in the first three quarters of this year was 456.3 billion yuan, an increase of 23.4% year-on-year, but there was still a big gap from the 800 billion annual investment plan raised at the end of April. However, the National Development and Reform Commission was in October. Since the new projects have been approved in succession, the possibility of completing the railway investment quota this year has increased.

However, Shenyin Wanguo's analysis report pointed out that due to the negotiation process of land acquisition compensation and other negotiation processes at the initial stage of the new approval project, investment is landing slowly. In contrast, whether the progress of the started project can be accelerated may be more indicative.

Railway construction and equipment manufacturers benefit

According to report, since the beginning of this year, the railway company’s annual investment plan for completing railways has gone through three upward adjustments, from 630 billion yuan to 800 billion yuan, and the investment plan has been continuously raised, which will also accelerate the bidding of related motor vehicles in the second half of this year.

In the past two years, due to the "7.23" motor vehicle accident and the deceleration of railway investment, railway car manufacturers such as China South Locomotive and China North Locomotive have not received orders for new EMUs. Until last year, EMU tenders were finally reopened. In August and December respectively, Tiejin had two rounds of EMU tenders, and 417 open-to-roll trains were counted, of which 350 were at 248 mph and 250 at 250 mph, amounting to about 69 billion yuan. yuan. The amount of the first round of tenders this year exceeded 40 billion yuan, and the amount of the second round of tenders is also expected to exceed 10 billion yuan.

For the North-South vehicles, the “in-route” demand currently tendered by the railway bureaus accounts for about 50% of their income. The EMU is still an important source of income and profits, and it is also the category with the highest profitability and the largest output value. A truck is about 400,000 yuan, a bus is more than 200 million yuan, a locomotive is more than 10 million yuan, an EMU is at least 100 million yuan, and the EMU with a speed of 250 kilometers per hour is about 130 million yuan, and the speed is 350 The price of a non-high-kilometer EMU is about 190 million yuan, and the price of the high-speed EMU is higher, about 210 million yuan.

In addition to the North-South vehicles, related EMU parts manufacturers will also benefit, including Jinxi Axle (600495.SH), Yonggui Electric (300351.SZ), Kailian New Material (300234.SZ), China Railway Second Bureau ( 600528.SH), brilliant technology (002296.SZ) and so on.

Hua Zhongwei, an analyst at Huachuang Securities, pointed out that the market thought that due to the end of the domestic high-speed rail construction period, the demand for railway equipment will face a major problem by 2016, which may result in a substantial decline, but due to the gradual opening of the railway equipment export space and Domestic inter-city railways will start construction in the “13th Five-Year Plan” period, and the railway equipment industry will maintain an increase of 15% to 20% in the next 3 to 5 years.

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