Railway infrastructure has been active recently. The warm wind of policy has woken up high-speed railway stocks.
railway infrastructure has been active recently. The warm wind of policy has woken up high-speed railway stocks.
China Construction machinery information
Guide: high speed railway construction welcomes multiple benefits, Dinghan technology rises by the limit, and Jinyi industry rises by 9.69%. The policy warm wind has made the high-speed railway concept stocks that have been silent for more than half a year active again, and the stocks of high-speed railway concept listed companies have generally risen for several days in a row. Some securities companies believe that the construction of high-speed rail generally includes infrastructure
the construction of high-speed rail welcomed multiple benefits, Dinghan technology rose by the limit, and Jinyi industry rose by 9.69%At the same time, the warm wind of P> policy has made the high-speed railway concept stocks that have been silent for more than half a year active again, and the stocks of high-speed railway concept listed companies have generally risen for several consecutive days. Some securities companies believe that the construction of high-speed rail generally includes infrastructure construction, bullet train procurement, operation and maintenance. Investors are advised to pay attention to the listing announcement, and the recovery of high-speed rail construction will also drive the demand for related machinery, cement, steel and so on
after more than half a year of silence, China's high-speed rail construction has recently ushered in multiple favorable policies. Recently, the Ministry of science and Technology issued the "12th Five Year Plan" for the development of high-speed train science and technology. According to media reports, Sheng Guangzu, Minister of railways, made it clear that he would ensure that the railway construction goals of the "12th Five Year Plan" were fully realized as planned
policy warm wind "wakes up" high-speed rail concept stocks
according to the latest announcement by the official of the Ministry of railways, there were about 2400 enterprises engaged in the production of biomedical materials in China in 2012 and 2010. From January to March, the national railway mainly refers to "According to the completion of the bid, the investment in railway fixed assets in the reporting period was only 59.639 billion yuan, a year-on-year decrease of 51%, of which the investment in capital construction decreased by 60.9%. It is reported that Sheng Guangzu, Minister of railways, recently stressed when inspecting the construction of Beijing Shijiazhuang and Shijiazhuang Wuhan passenger dedicated lines, to ensure that the Beijing Shijiazhuang and Shijiazhuang Wuhan passenger dedicated lines are opened and operated on schedule and that the 12th Five Year Plan is fully implemented as planned." Railway construction goal, which is also the most clear statement of the Ministry of Railways on railway construction this year. Affected by this, the railway infrastructure sector stocks were active yesterday, with Dinghan technology up by the limit and Jinyi industry up 9.69%
in this regard, Guotai Junan analyzed that the policy support for railway construction is clear, and the railway construction will be steadily promoted after the source of funds is guaranteed. Due to the high mileage of the new line in the second half of this year, it is expected that the investment in the purchase of railway equipment is expected to be adjusted upward in the second half of this year. Some experts said that the 500billion investment in the railway this year will be in place, and 80% of the railways have resumed work
investment in North South Railway turned to the subway and overseas markets
after the slowdown of railway construction last year, under the situation of gradually decreasing orders from railway locomotives, many vehicle manufacturers turned their eyes to overseas markets and expanded their business to subway and other markets to further increase the source of income. The 2011 Annual Report of CSR showed that the net profit was 3.864 billion yuan, an increase of 52.96% over the previous year. CNR's net profit in 2011 was 2.985 billion yuan, a year-on-year increase of 55.16%
at present, in the domestic truck market, CNR and CSR have more market shares than Chinaplas 2017, and many materials are applicable to the construction field. Recently, CNR announced that it has recently signed several major contracts, with a total amount of about 3.417 billion yuan. CSR also recently signed sales contracts totaling 3.3 billion yuan with Wuxi Rail Transit Development Co., Ltd., Hong Kong Railway Co., Ltd., Beijing Rail Transit Construction Management Co., Ltd. and Jinzhou Port Co., Ltd
analysts believe that in view of the sufficient orders in hand of CSR, the development trend of China's rail transit is stable, and the revenue growth of new industries is expected to maintain the company's "recommended" rating. However, it also faces the risk that the progress of motor car bidding and the number of locomotive bidding are lower than expected