The Report is produced in Chinese only.
鐵路先行規劃綱要出爐,相關個股值得關注 近日,中國國家鐵路集團有限公司正式發布《新時代交通强國鐵路先行規劃綱要》,提出了中國鐵路2035年、2050年發展目標和主要任務。 《綱要》提出了中國鐵路的發展目標,主要分兩個階段推進。第一階段,到2035年,全國鐵路網運營里程達到20萬公里左右,比目前再延長約6萬公里,其中高鐵7萬公里左右,比目前再延長約3.4萬公里。20萬人口以上城市實現鐵路覆蓋,其中50萬人口以上城市高鐵通達。全國1、2、3小時高鐵出行圈和全國1、2、3天快貨物流圈全面形成。第二階段目標是,到2050年,全面建成更高水平的現代化鐵路强國。 《規劃綱要》明確提出未來要建設智能高鐵、智慧鐵路,將以“三張網+現代樞紐體系”為重點,具體說,就是建設以高鐵主通道為骨架、區域性高鐵銜接延伸的高鐵網,實現省會城市和50萬人口以上城市高鐵通達,相鄰區域省會間基本實現3小時高鐵圈,特大及超大城市1小時市域通勤圈。我們預計鐵路,城軌,城際行業將因此受益,鐵路裝備、通訊控制等相關行業供應鏈的公司有望受益,我們建議長期關注中國通號(3969.HK)、中國中車(1766.HK)、中車時代電氣(3898.HK)。 |
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