The company is a leading rail transit equipment manufacturing enterprise with the most complete product line, the most advanced technology level and the strongest R&D and manufacturing capacity in China. Recently, the company signed a number of major contracts, with a total amount of about 20.948 billion yuan, accounting for 22.66% of CNR's 20 12 annual operating income. Holding subsidiaries can often sign strategic cooperation framework agreements with Bangkok Rail Transit Company (BTSC) in Thailand.
China South Locomotive (60 1766)
The company is in a leading position in the domestic market share of railway and urban rail transit equipment. There are 13 major new construction and repair bases for railway locomotives, buses, trucks, emus and urban rail metro vehicles, and the market share of all business areas such as locomotives, buses, trucks, emus and urban rail metro vehicles exceeds or approaches 50%.
Entrepreneurship in the North (joining stock selection and participating in simulated stock trading) (600967)
Leading domestic railway vehicle manufacturer: The company has been producing railway wagons and key parts for more than 20 years. At present, more than 30 kinds of products and key parts such as railway gondola cars, tank cars, flat cars, boxcars, hopper cars and cabooses have been developed, and the product varieties and models rank among the top in railway vehicle production enterprises.
Listed companies related to railway construction:
China Railway Second Bureau (joined stock selection and participated in simulated stock trading) (600528)
The company is a railway construction enterprise, which is at the leading level in the same industry in China in terms of technical strength, quality control and construction equipment.
China Railway Construction (joining stock selection and participating in simulated stock trading) (60 1 186)
The largest engineering contractor and overseas engineering contractor in China is one of the most powerful and large-scale comprehensive construction groups in China and the world.
Jiao Jian, China (joining stock selection and participating in simulated stock trading) (60 1800)
The company is a multi-disciplinary and multinational super-large state-owned listed company, a leading enterprise in infrastructure design, infrastructure construction, dredging and equipment manufacturing in China and even the world, and a leading highway and bridge design and construction enterprise in China. China's leading railway construction enterprises; China's largest international engineering contractor.
Listed companies related to railway accessories:
Axle of Taiyuan Heavy Industry (600 169) High-speed Train
The company's main railway products are wheels, axles and wheels, and the company is the only train wheelset production base in China; At the same time, the company has production lines for train wheels and axles, and the axle products of the company have obtained AAR certification in the United States.
Jinyi Industry (60 1002) High-speed Rail Fastening Parts
This company is not only the only manufacturer in China that has a full set of high-speed rail fasteners production capacity and has all passed the certification of the Ministry of Railways, but also the only manufacturer in China that can provide high-speed rail fasteners with speeds of 250 and 350 kilometers per hour.
Jinxi Axle (600495) Train Axle
The company is the largest manufacturer in China with the largest number of axle specifications and varieties, and the first manufacturer to obtain the export qualification of train axle and subway axle, which has irreplaceable advantages in the professional development and production of railway axle products. The technical level, product quality, production scale and market share rank first in the same industry in China for many years, and it is a leading enterprise in the industry recognized by the Ministry of Railways.
Tianma Co., Ltd. (participated in stock selection and simulated stock trading) (002 122) bearing
90% of the company's subsidiary, Chengdu Tianma, mainly produces railway bearings. Chengdu Tianma is one of the six railway freight car bearing manufacturers recognized by the Ministry of Railways, ranking first among all six manufacturers, with a market share of about 1/3.
Terry De (participated in stock selection and simulated stock trading) (30000 1) outdoor box substation
20 1 1, the company realized the market transformation from railway market to power market, and the power, coal and railway markets developed in a balanced way.
Xinzhu Co., Ltd. (participated in stock selection and simulated stock trading) (002480) Bridge expansion device
The first-class supplier of bridge functional parts in China, the company is one of the earliest enterprises in China to develop modular steel bridge expansion devices and put them into production.
Dongfang Yuhong (participated in stock selection and simulated stock trading) (00227 1) high-speed rail waterproof
The products produced by the company include nearly 100 kinds of waterproof coiled materials and waterproof coatings, which basically cover most important varieties of new building waterproof materials in China. It is one of the most complete enterprises in the domestic building waterproof material industry, and its products and services are widely used in housing construction, highways and urban roads and bridges, subways and urban tracks, high-speed railways, airports and water conservancy facilities.
Gaomeng New Materials (joining stock selection and participating in simulated stock trading) (300200) High-speed rail Jiao Yong
Polyurethane adhesive for high-speed rail: The company is one of the few domestic-funded enterprises that master the technology of polyurethane adhesive for high-speed rail. The technology of polyurethane adhesive for high-speed rail mastered by the company has reached the international advanced level. Among them, the technology of CRTs Ⅱ Ⅱ slip-layer adhesive has surpassed the international similar products in terms of application period, tensile bonding strength, elongation at break and other technical indicators, reaching the international advanced level and being the first in China. At present, there are only a few enterprises (SICA, Switzerland, BASF, etc. ) have this technology.
Zhong Ding Co., Ltd. (participated in stock selection and simulated stock trading) (600887) High-speed rail damping rubber pad.
Tianjin Longfei is the vice chairman of the Product Branch of China Rubber Industry Association, whose main business is national defense and military rubber products. In addition to the headquarters, the company has two subsidiaries, among which Tianjin Tiantuo, a wholly-owned subsidiary, specializes in producing vibration-damping rubber pads for high-speed rail and urban rail transit.
Times New Materials (joined stock selection and participated in simulated stock trading) (600458) High-speed rail damping products.
Leading the domestic railway vibration reduction industry: The company is the largest enterprise specializing in the research and development and production of elastic parts for vibration reduction and noise reduction of rail transit lines and vehicles in China, and its main products are elastic parts for vibration reduction and noise reduction.
Teruide (30000 1)
High-speed rail product box-type substation: The company successfully intervened in the manufacturing and market of high-speed rail box-type substation equipment, and its share continued to increase.
Rubber Industry in Tian Hui (30004 1)
The annual output of polyurethane adhesive and sealant is 3000 tons, which is the main adhesive for high-speed rail construction at present. At the same time, two-component adhesives are also widely used in automobile parts manufacturing, yacht hull bonding, wind turbine blade bonding and other important fields. It is estimated that the amount of glue used per kilometer for the three types of slab technology in the national high-speed railway construction is over 7 tons, 1 ton and 7.9 million tons respectively. The polyurethane adhesive developed by the company for high-speed rail has been tested by the Ministry of Railways, and all technical indicators are up to standard. It has been used in the construction of Shanghai-Nanjing intercity and Beijing-Shanghai high-speed railway. The estimated total annual profit is17.27 million yuan.
Maanshan Iron and Steel Co., Ltd. (joining stock selection to participate in simulated stock trading) (600808) Axle
The company invested 65.438+0.5 billion yuan (accounting for 50%) and Jinxi Axle (accounting for 50%) to establish Maanshan Jinxi Rail Transit Equipment Co., Ltd. with a registered capital of 300 million yuan. The total investment of the company's project is about 65.438+0.2 billion yuan, which is mainly engaged in the research and development and manufacture of all kinds of freight car axles, passenger car axles, urban rail transit axles, high-speed EMU axles and locomotive axles required by domestic and foreign railways.
Railway informatization:
Brilliant Technology (joining stock selection and participating in simulated stock trading) (002296)
The company is mainly engaged in the research and development, production and sales of products in the field of railway signal communication. The main products include railway signal microcomputer monitoring system, train dispatching command system, wireless shunting locomotive signal and monitoring system, etc.
Century Riel (joining stock selection and participating in simulated stock trading) (300 150)
The company is mainly engaged in the research and development, production and sales of railway traffic safety monitoring system products, and provides monitoring system products needed by high-speed railways and existing railways. It is a leading system supplier in the field of railway traffic safety monitoring in China.
Dinghan Technology (joining stock selection and participating in simulated stock trading) (3000 1 1) is committed to the research and development of technologies and products in the field of power electronics and rail transit, and has become a trusted mainstream supplier of electrical and automation equipment in the field of rail transit in China. The company is the only A-share listed company in China whose main business is rail transit power products. Its main products include rail transit signal power supply system, power operation power supply system, screen door power supply system and communication power supply system.
Yinjiang shares (joining stock selection and participating in simulated stock trading) (300020)
Asia Pacific Actuate mainly provides intelligent security monitoring system services and GPS operation monitoring, in which intelligent security monitoring services are mainly used in rail transit, petroleum and petrochemical fields, and GPS operation monitoring is mainly used in taxi and bus operation monitoring. In the future, the business development focus of Asia-Pacific Actuate intelligent system service will mainly be in the fields of rail transit, petroleum and petrochemical.
High-speed rail concept stocks
China's high-speed railway construction has entered a period of rapid development. With the completion of several major passenger dedicated lines, regional economic development will usher in the "high-speed rail era". As the first truly high-speed railway in China, the Beijing-Tianjin Intercity Railway has played an important role in expanding domestic demand, increasing employment and improving people's lives in one year, which undoubtedly shows the investment value of China Railway.
High-speed rail is not only a traffic concept, but also a hot new term. At the 265 and 438+0 stations along the Beijing-Shanghai high-speed railway, they are all competing to play the same city as Beijing and Shanghai. Xiangcheng District in the north of Suzhou, which is famous for hairy crabs in Yangcheng Lake, takes advantage of the address of Suzhou Station of Beijing-Shanghai high-speed railway to play the role of "transfer center" and plans to build a "high-speed railway new city" integrating finance, commerce and housing.
classify
Upstream raw material link category
Construction machinery, steel, cement, electric power, building materials and other professional enterprises will benefit directly, with long boom period and small fluctuation. These enterprises are China Railway (joining stock selection and participating in simulated stock trading) (60 1390), China Railway Construction (60 1 186), China Railway Second Bureau (China Railway Second Bureau) (600820) and Xugong Machinery (joining stock selection and participating in simulated stock trading) (000422).
Mechanical vehicle link category
China South Locomotive (60 1766) and China CNR (60 1299), which jointly monopolize 95% of the domestic railway locomotive manufacturing market, are the preferred targets of the high-speed rail theme, and Northern International (joining stock selection and participating in simulated stock trading) (000065) also has sufficient advantages.
Infrastructure link category
It mainly includes China Railway, China Railway Construction, Guangdong Hydropower (participating in stock selection and simulated stock trading) (002060) and tunnel shares. Recently, the State Council approved subway and intercity train projects, and Guangdong Hydropower and Tunnel shares are expected to get a slice of the action.
Component link class
Southern Huitong (joining stock selection and participating in simulated stock trading) (000920), Northern Venture (600967), Xiangdian Co., Ltd. (joining stock selection and participating in simulated stock trading) (6004 16), Jinxi AVIC (600765), Northwest Bearing (joining stock selection and participating in simulated stock trading) (000595), etc.
Link category of information electronic equipment
The main listed companies are east china numerical control (002248), Shenyang Machine Tool (participating in stock selection and simulated stock trading) (0004 10), Qinchuan Development (participating in stock selection and simulated stock trading) (000837), Dongli Transmission (002 164) and Jinyi Industry (6065438).
At present, the development space is huge.
Railway operation and logistics connection
Guangzhou-shenzhen railway (joining stock selection and participating in simulated stock trading) (60 1333), Guo Heng Railway (000594), Tielong Logistics (joining stock selection and participating in simulated stock trading) (600 125), Shentong Metro (joining stock selection and participating in simulated stock trading) (600834), China Storage, etc.