In recent years, the high-speed rail development of “leap-forward†will slow down in the future. According to the latest news, the scale of high-speed rail infrastructure investment will decline this year and in the next few years, and the high-speed rail speed grade will be greatly reduced. Observers here believe that this will accelerate the changes in the railway and even the entire transportation industry, and the high-speed rail related industries will be reshuffled.
The slowdown in high-speed rail construction has been a high probability event. Minister of Railways Sheng Guangzu once said that the scale of railway construction should be moderately advanced, and should not be excessively advanced. In the future, in the specific project arrangement, it is necessary to "guarantee construction, necessary and heavy support". The new idea of ​​the Ministry of Railways is to reasonably determine the scale of railway construction, construction standards, construction progress and train mode. Passenger transportation should consider the needs of the entire passenger transportation market. It is not designed for a certain group of people. It should consider various speeds and stop at stations of different distances. It is more convenient for the masses, especially the transportation mode that facilitates farmers to ride. Moreover, more ordinary trains will be opened in the west, and additional funds will be invested in the development of western railway resources. At present, there is no authoritative data on the scale of high-speed rail investment reduction. It is difficult to accurately judge the actual impact of the high-speed rail industry and related listed companies. However, according to the judgment of some insiders, the scale of investment reduction may be around 100 billion yuan. Statistics show that 36 companies in the high-speed rail concept sector achieved a net profit of 22.4 billion yuan last year and a net profit of 6.1 billion yuan in the first quarter of this year. The industry expects that the high-speed rail sector revenue peak may have passed, and future revenue may even decline. The sharp reduction in demand will undoubtedly directly affect the performance of related companies, and some of the company's original capacity expansion plans will be discounted. At the same time, market competition will intensify. The new high-speed rail speed may be distributed at speeds of 300 km, 200 km to 250 km and below 200 km. Taking the speed grade down to 300 km/h, for example, CSR and CSR have a bus depot with a speed of more than 350 km per hour. The decline in speed grade means that these companies may fall into products without orders after paying high cost. Dilemma. The greater risk faced by related companies is that the Ministry of Railways may be able to reinvent some of its products in the latest management of the procurement chain. If the products of the listed companies do not have core competitiveness, these companies may be terminated from supply after the relevant departments of the Ministry of Railways carry out cleanup and rectification. This will seriously affect the performance of some companies, because once the Ministry of Railways terminates procurement, the products of these companies can not be used in other industries. At present, the cooling of high-speed rail has been reflected in the capital market. Statistics show that the high-speed rail concept stocks fell 15.9% from February 14 to May 4, while the market fell by 1% over the same period. It can be expected that in the future industry reshuffle, some leading companies in the segment will stand out. UVC lamp 253.7nm, different type. quartz material .
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