China railway transportation and equipment industry report, 2009 2010
1. To accelerate railway construction has been taken by China
central government as an important measure to stimulate
domestic demand and propel economic growth since 2008, when
the worldwide economic downturn occurred. In 2009, China’s
railway fixed assets investment exceeded RMB700 billion, up
69.1% year-on-year.
With the recovery of the economy and rising investment in
railway
construction, the railway transport industry also has witnessed
rapid growth. In 2009, China’s railway achieved 86,000 km of
operating mileage, surpassing Russia to rank the 2nd place
around the world. Besides, it transported 1.53 billion passengers
in all in 2009 around, up 4.3% year-on-year; and 3.22 billion
tons of cargo, rising 1.9% year-on-year.
China Railway Transportation and
Equipment Industry Report, 2009-2010
2. Y-o-Y Growth of China’s Railway Fixed Assets Investment, 2004-2009
Source: Ministry of Railways
Locomotive: The period of 2005-2009 witnessed the acceleration of China’s locomotive growth, and the output
reached 1,810 units in 2009, up 23.6% from a year earlier, which was 2.2 times that of 2005. With the improving rate
of railway network electrification and the development of high-power locomotive, it is expected that China’s
locomotive
demand will be nearly 2,000 units in 2011 and around 2,200 units in 2012.
Railway Wagon: During 2009H1, the wagon market remained depression, which resulted in a 25.5% y-o-y drop in
wagon output of the whole year, down to 44,122 sets. In spite of a fall in the growth of the wagon industry in
2009, the wagon suppliers with certain competitiveness still made remarkable achievements, for instance, CNR
Qiqihar Railway Rolling Stock Co., Ltd, China’s biggest manufacturer of railway wagon, took a 27% market share, and
its sales revenue reached RMB5.67 billion in 2009, up 11.6% year-on-year; and wagon output was 12,000 tons, up
14% year-on-year.
3. Railway Passenger Coach: Fueled by the policy of making up for the shortage of freight traffic by increasing the
passenger traffic carried out by the Ministry of Railways of the People’s Republic of China, China’s Railway
passenger coach made breakthroughs in 2009, with the population hitting 49,355 units, up 9.5% from a year
earlier; and the output 7,167 sets, rising 142.3% year-on-year.
EMU: CSR and CNR, China’s biggest suppliers of railway locomotive and rolling stock, respectively accounts for
60% and 40% shares in EMU field. In 2009, they both delivered 89 EMUs in total, CSR 49 and CNR 40 separately.
EMU Delivery of CSR and CNR, 2006-2011E
Source: ResearchInChina
As four vertical and four horizontal railway passenger transportation lines and intercity railways in six metropolitan
areas have been successively constructed, EMU in China will enter a rapid development period in the future and the
delivery of EMUs will grow incessantly. It is expected that the EMU delivery of CSR and CNR will arrive at 200 units
and 150 units respectively in 2011.
4. Table of Contents
• 1. Development Environment of China’s Railway
Transportation Industry
• 1.1 Policy Environment
• 1.1.1 Policies Related to Railway Transport
• 1.1.2 Policies Related to Railway Equipment
• 1.2 Social Environment
• 1.2.1 Urbanization
• 1.2.2 Transport with the Trend of Low Carbon
• 1.2.3 Transport with the Trend of Low Energy
Consumption
• 2. Status Quo of China’s Railway Investment &
Construction
• 2.1 Investment
• 2.2 Railway Network Construction
• 2.2.1 National Backbone Network
• 2.2.2 Regional Railway Trunkline Network
• 2.2.3 High Speed Rail
• 2.3 Railway Operation
• 2.4 Latest Railway Network Plan
• 3 China’s Railway Transportation Industry
• 3.1 Development Overview
• 3.2 Railway Freight
• 3.2.1 Transportation Lines
• 3.2.2 Freight Capacity
• 3.2.3 Locomotive Market
• 3.3 Railway Passenger Transportation
• 3.3.1 Transportation Lines
• 3.3.2 Freight Capacity
• 3.3.3 Locomotive Market
• 4 Railway Equipment Industry
• 4.1 Entering a Golden Development Period
• 4.2 Investment Layout
• 4.3 Market Scale
• 4.4 Production
7. Selected Charts
• China’s Related Policies to Railway Transportation, 2009-2010
• China’s Urban and Rural Population and Urbanization Rate, 1997-2009
• Number and Forecast of Large-size Cities, 1975-2025
• Origins of Carbon Dioxide from Mankind Activity Worldwide
• Origins of Carbon Dioxide Produced by Transportation of EU 27 Countries
• Energy Consumption and CO2 Emissions by Transportation Mode
• China’s National Railway Chemical Oxygen Demand and Carbon Dioxide
Emissions, 2006-2009
• Energy Consumption Density of Freight
• Energy Consumption Density of Passenger Transportation
• Railway Fixed-assets Investment Categories, 2009
• China’s Railway Fixed-assets Investment, 2003-2010Q1
• China’s Railway Infrastructure Investment, 2003-2010Q1
• Changes in the Ratio of Investments Made by Ministry of Railways of P.R.C, 2001-
2008
• Railway Fixed Assets Investment Capital Sources, 2004-2008
• Five Vertical and Three Horizontal Trunk Lines of China Railways
• China’s Regional Railway Trunk Line Network
• World’s High Speed Rail Operating Lines
• World’s High Speed Rail Market
• Investment of China’s Key Built High Speed Rail Projects, 2008-2011
• Net Profit Margin of Transportation Division, Japan’s Railway Operating Company
• Operating Cost of JR-West Company
8. • Operating Cost of JR East Company
• Taiwan High Speed Rail Investment Cost Structure
• China’s Railway Operating Mileage, 2003-2009
• Objectives of China’s Railway Plan
• China’s Cargo Turnover Structure by Transport Means, 1978&2009
• China’s Passenger Turnover Structure by Transport Means, 1978&2008
• China’s Passenger and Cargo Transportation CAGR by Transport Means, 1989-2008
• China’s Main Freight Lines
• Medium and Long-term Planning for Railway Coal Transportation System
• China’s Railway Cargo Delivery Quantity and Y-o-Y Changes, 2003-2009
• China’s Railway Freight Turnover, 2003-2009
• China’s Railway Freight Locomotive Population, 2007-2009
• China’s Main Passenger Transportation Lines
• Construction Plan of China’s Passenger Transportation Lines
• Intercity Railway Construction Plan
• China’s Railway Passenger Delivery Volume, 2003-2009
• China’s Railway Passenger Turnover, 2003-2009
• China’s Railway Locomotive Population, 2007-2009
• Market Capacity and Growth Expectation of China’s Railway Equipment Industry,
2006-2020
• China’s Vehicle Investment Categories, 2008
• China’s Locomotive Population, 1985-2020E
• China’s Railway Passenger Coach Population, 1985-2020E
• China’s Railway Wagon Population, 1985-2020E
• China’s Locomotive Procurement Investment and Y-o-Y Changes, 2003-2012
• China’s Locomotive Output, 1990-2009
9. • China’s Railway Passenger Coach Output, 1990-2009
• China’s Railway Wagon Output, 2006-2009
• China’s Locomotive, Passenger Coach and Wagon Output, 2009-Mar, 2010
• Japan’s and Germany’s EMU Population and Density
• China’s EMU Population and Newly-added Volume Forecast
• China’s EMU Market Capacity, 2012-2020E
• EMU Bidding in Past Years
• China’s Electrification Rate, 2001-2020E
• China’s Electric Locomotive Population, 1985-2020E
• China’s Locomotive Demand, 2003-2020E
• Railway Vehicle, Rail Equipment and Signal Equipment Import Value and Y-o-Y
Change, 2006-2009
• Railway Vehicle, Rail Equipment and Signal Equipment Import Value and Y-o-Y
Change in China, Jan-Dec, 2009
• Four Types of Railway Equipment Export Contracts
• Railway Vehicle, Rail Equipment and Signal Equipment Export Value and Y-o-Y
Change, 2006-2009
• Railway Vehicle, Rail Equipment and Signal Equipment Export Value and Y-o-Y
Change in China, Jan-Dec, 2009
• Export Orders (Partial) of CNR in Recent Years
• Export Orders (Partial) of CSR in Recent Years
• Operating Revenue Comparison between CNR and CSR, 2006-2009
• Main Business Revenue Comparison between CNR and CSR, 2009
• Market Share of Harmony AC Drive Locomotive Order
• Market Share of 9600KW Harmony AC Drive Locomotive Order
• Large-power AC Locomotive Order, 2004-2009
10. • Financial Data of Lioho Light Alloy (Kunshan), 2004-2007
• Financial Data of Changfeng Lioho, 2006-2007
• Financial Data of Nanhai Zhongnan Aluminum Wheel, 2004-2007
• Financial Data of Hengju Aluminum, 2002-2004, 2007
• Members of Wanfeng Auto
• Financial Data of Wanfeng Auto, 2004-2007
• Revenue, Cost & Operating Profit Margin of Wanfeng Auto Wheel by Product,
2007-2008
• Cost Structure of Wanfeng Auto Wheel, 2007-2008
• Cost Structure of Wanfeng Auto Wheel, 2008-2009
• Revenue & Operating Profit of Weihai Wanfeng Auto, 2006-2008
• Revenue & Net Profit of Ningbo Orwell, 2006-2008
• Financial Data of Shenyang Durui, 2004-2007
• Financial Data of Shenyang Sanhua Durui, 2004-2007
• Financial Data of Shanghai Jinheli, 2004-2007
• Shipment of Superior Industries International Attributable to 3 Large American
Automakers, 2006-2008
• Automobile Models Supported by Superior Industries International
• Global Presence of Hayes Lemmerz
• Financial Data of Enkei Aluminium Industry (China), 2004-2008
• Financial Data of Dongfeng Suizhou Wheel Factory, 2004-2007
• Financial Data of Jiangsu Yuantong, 2004-2007
• Financial Data of Guangzhou Zhongjing, 2006-200
• Revenue and Operating Profit in Automobile, Motorcycle and Construction
Machinery Parts Sectors, FY2004-FY2009
• Global Wheel Production Bases of TOPY
• Financial Data of Dicastal Asahi Aluminum, 2005-2009
11. • Operating Revenue and Net Profit of CSR Zhuzhou Electric Locomotive Co., Ltd,
2008-2009
• Electric Locomotive Order of CSR Zhuzhou Electric Locomotive Co., Ltd in Recent
Years
• Operating Revenue and Net Profit of CSR Qishuyan Locomotive Co., Ltd, 2008-
2009
• China’s EMU Market Shares
• 300-350km/hour EMU Market Share
• CSR and CNR EMU Delivery Volume, 2006-2011E
• Operating Revenue and Net Profit of CSR Sifang Locomotive & Rolling Stock Co.,
Ltd, 2008-2009
• Nine Core Technologies for EMU
• EMU Bid Winning of CSR Sifang Locomotive & Rolling Stock Co., Ltd in Past
Years
• Passenger Coach Orders of CSR Puzhen in Recent Years
• Competition Pattern of China’s Railway Wagon Companies, 2009
• Revenue Ratios of Baotou Beifang Chuangye Co., Ltd by Product
12. How to Buy
Product details How to Order
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Publication date: June 2010
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