China Railway a Transportation and Equipment Industry Report, 2009-2010 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.
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 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.
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.
Table of Contents 1. Development Environment of China s Railway Transportation Industry 1.1 Policy Environment 1.1.1 Policies Related to Railway Transport 1.1.21 Policies Related to Railway Equipment 1.2 Social Environment 1.2.1 Urbanization 1.2.2 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 2.4 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 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 4 Railway Equipment Industry 4.1 Entering a Golden Development Period 4.2 Investment Layout 4.3 Market Scale 4.4 Production
4.4.1 Locomotive 4.4.2 Passenger Coach 4.4.3 Wagon 4.4.4 EMU 4.5 Demand 4.6 Import & Export 4.6.1 Import 4.6.2 Export 4.6.3 Import & Export Comparison 4.6.4 Export Orders of Key Companies 4.7 Competition 5 Key Locomotive Companies 5.1 Competition Pattern 5.2 Key Electric Locomotive Companies 5.2.1 CSR Zhuzhou Electric Locomotive Co., Ltd 5.2.2 CSR Qishuyan Locomotive Co., Ltd 5.2.3 CNR Dalian Locomotive & Rolling Stock Co., Ltd 524CNRD 5.2.4 Datong Electric ti Locomotive Co., Ltd 5.3 Key Diesel Locomotive Companies 5.3.1 CSR Qishuyan Locomotive Co., Ltd 5.3.2 CNR Dalian Locomotive & Rolling Stock Co., Ltd 6 Key EMU Companies 6.1 Competition Pattern 6.2 CSR Sifang Locomotive & Rolling Stock Co., Ltd 6.2.1 Profile 6.2.2 Operation 6.2.3 Competitive Edge of Products 6.2.4 Development Plan 6.3 CNR Tangshan Railway Vehicle Co., Ltd 6.3.1 Profile 6.3.2 Competitive Edge of Products 6.3.3 Development Plan 7 Key Railway Vehicle Companies 7.1 CNR Changchun Railway Vehicles Co., Ltd 7.1.1 Profile 7.1.2 Products 7.2 CSR Nanjing Puzhen Rolling Stock Works
7.2.1 Profile 7.2.2 Products 8 Key Railway Lorry Companies 8.1 Competition Layout 8.2 CNR Qiqihar Railway Rolling Stock Co., Ltd 8.2.1 Profile 8.2.2 Products 8.2.3 Technical Strength 8.3 Baotou Beifang Chuangye Co., Ltd 8.3.1 Profile 8.3.2 Products 8.4 CSR Zhuzhou Rolling Stock Works 8.4.1 Profile 8.4.2 Products 8.4.3 Technical Strength 8.5 Chongqing Changzheng Heavy Industry Co., Ltd 851Profile 8.5.1 8.5.2 Products 8.5.3 Strategies 8.6 CSR Yangtze Rolling Stock Co., Ltd 8.6.1 Profile 8.6.2 Products
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 t Made by Ministry i 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
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
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
Financial Data of Lioho Light Alloy (Kunshan), 2004-2007 Financial Data of Changfeng Lioho, 2006-20072007 Financial Data of Nanhai Zhongnan Aluminum Wheel, 2004-2007 Financial Data of Hengju Aluminum, 2002-2004, 2007 Members of Wanfeng Auto Financial i Data of Wanfeng Auto, 2004-2007 2007 Revenue, Cost & Operating Profit Margin of Wanfeng Auto Wheel by Product, 2007-2008 Cost Structure of Wanfeng Auto Wheel, 2007-2008 Cost Structure t of Wanfeng Auto Wheel, 2008-2009 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 g 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
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
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