By 2020, the number of urban rail subway vehicles is expected to reach 6,600, with a compound growth rate of more than 24%, and a market space of 150 billion yuan, with an annual average of about 39 billion yuan. According to statistical analysis, the list of rail transit concept stocks are Zhonghe Technology, Xinzhu Holdings, Dinghan Technology, STO Metro, Huihuang Technology, Kaifa Electric, Yonggui Electric, Dinghan Technology, Hongrun Construction and Yunda Technology. The following is an introduction to intercity rail transit stocks. More stock knowledge can be found on this website.
Zhonghe Technology:
As a leader in domestic signaling systems, PPP brings new opportunities. Leading the wave of localization of rail transit signaling systems, the dual-track development of "rail transit + energy conservation and environmental protection" Zhonghe Technology's main business includes rail transit (AFC, signaling systems) and environmental protection (desulfurization and denitrification). At present, the company's business covers subways, light rails, trams, intercity lines, etc. through cooperation models such as EPC, BT, BOT, PMC, and PPP. According to the 2019 annual report, rail transit signaling system revenue was 700 million, accounting for 40% of revenue. In the first half of this year, the company has divested its atmospheric management EPC business and assets and implemented a dual-track development model of "rail transportation + energy conservation and environmental protection". The BiTRACON type CBTC signaling system independently developed by the company has achieved complete success in the expert review meeting and has been authoritatively recognized by Germany's TUV Rheinland. There are high administrative and technical barriers in the field of rail transit signaling systems. The company is expected to further increase its market share with its competitive advantages in the future. Rate.
Xinzhu Co., Ltd.:
Signed the "Strategic Cooperation Framework Agreement" with China Power Construction, adding another dimension to the company's tram project development. The PPP project opens up the company's growth space, and reduces its shareholding and introduces strategic investors to help the company enter the fast track. The company is a small "medium car" for trams and has the ability to manufacture complete vehicles. It has signed a PPP cooperation model for the modern tram demonstration project with Xinjin County, opening up The company has room for growth and participates in the construction of the R1 segment to lay the foundation for more projects in the future. What has been signed so far is the construction and operation of Yibin City’s first demonstration line tram project, with a line length of about 20 kilometers. In addition, there is a high probability that it will enter the remaining five lines in Xinjin County (about 60 kilometers, with an investment of about 7 billion).
Dinghan Technology:
CRRC Co., Ltd. has completed its relocation and its performance is expected to recover in the second half of the year. CRRC Co., Ltd. completed its relocation, boosting the company's rapid growth. In the first half of the year, the company successfully completed the relocation of CRRC's production base from Guangzhou to Jiangmen. CRRC Co., Ltd.'s operating income declined significantly in the first half of 2019 compared with the same period in 2019, mainly due to its relocation affecting production and shipments in the first half of the year. At the same time, expenses such as salaries, depreciation of fixed assets, and interest expenses on infrastructure loans caused by relocation increased significantly. In the first half of the year, sales expenses, administrative expenses, and financial expenses increased by 58.65%, 52.88%, and 64.91% year-on-year. After the relocation is completed, CRRC's limited production capacity will increase significantly.
STO Metro:
Shanghai STO Metro Co., Ltd., formerly known as Shanghai Lingqiao Water Co., Ltd., was established on June 12, 1992. In the same month, it issued shares to the public in 1994. It was publicly listed on the Shanghai Stock Exchange on February 24, 2018. In 2001, with the care, guidance and help of the municipal government and relevant departments, and in accordance with the spirit of the relevant meeting of the Shanghai Municipal Government, in order to promote the development of Shanghai rail transit investment and operation, Shanghai STO Group Co., Ltd. (referred to as STO Group) took over Shanghai Lingqiao Tap Water Co., Ltd. (referred to as Lingqiao Co., Ltd.) was voted at the shareholders' meeting on June 29, 2001, and the company was renamed Shanghai STO Metro Co., Ltd. (referred to as STO Metro, stock code 600834). Mainly engaged in subway operation and related comprehensive development, rail transit investment, affiliated branches, etc., becoming the first listed company engaged in rail transit investment and operation in my country.
Huihuang Technology:
Henan Huihuang Technology Co., Ltd. is a high-tech enterprise and software enterprise in Henan Province, a high-tech innovation pilot enterprise in Zhengzhou and a private enterprise supported by the green channel of the Zhengzhou Municipal Government. . It is a designated enterprise for the Ministry of Railways’ signal microcomputer monitoring system, tdcs system, and ctc system. It has developed a variety of products in the field of computer measurement and control, and has a number of software products and patented technologies with independent intellectual property rights.
Kaifa Electric:
Tianjin Kaifa Electric Co., Ltd. was registered and established in Tianjin New Technology Industrial Park in January 2000. It is a high-tech enterprise recognized by the state. The company's main business involves the research and development, manufacturing and sales of railway, urban rail transit and power system automation products, comprehensive monitoring systems, industrial automation systems, rolling stock auxiliary control systems, monitoring and diagnostic systems, software products, engineering installation and services, computers and mechatronics system integration and technical consulting services. It is a domestic supplier specializing in the development and production of high-speed electrified railways and rail transit traction power supply related equipment and systems.
Yonggui Electric:
On December 6, 2010, the company completed the registration change registration at the Taizhou Administration for Industry and Commerce, and the company name was changed to Zhejiang Yonggui Electric Co., Ltd. The company was established as a whole from Zhejiang Tiantai Yonggui Electrical Appliance Co., Ltd.