In the event: the total iron to purchase 100 "Renaissance": Caixin recently issued a document called the Chinese railway company procurement China standard EMU "Renaissance" 104 columns, the purchase price of 17 billion 800 million yuan.
Since the China standard EMU received the model certificate, the total amount of procurement has reached 154.
- Chinese calibration by large orders, railway vehicle investment decline: the "revival" purchase price at 170 million -1.72 yuan / column interval, compared to the basic price of 180 million yuan / column 5% of the price, the purchase price of 17 billion 800 million yuan. According to Caixin, 2015, nearly 140 billion yuan investment in railway rolling stock. It was reduced to 92 billion yuan in 2016, which has become the lowest investment in rolling stock in recent years. Including the EMU tender, including China Railway Corporation has launched several bids in 2017, the current total investment in 2017 locomotive and rolling stock of about 70 billion yuan, is expected by the end of the year will be 300-400 yuan of investment vehicles. Overall, the investment in railway rolling stock will be reduced to litres this year.
- EMU market rebounded sharply, the high-speed rail network driven enterprise development: according to the "long-term railway network planning", in China during the period of 13th Five-Year will continue to build high-speed railway of 11 thousand kilometers, 0.15 kilometers according to the column density, can be drawn 2016-2020 a total of 1650 years, the average annual demand reached 330. And 2016 only tender 110, so it can be predicted that in 2017 the number of EMU bidding will rebound significantly, is expected to more than 400 columns. According to the plan, "13th Five-Year" during the new railway will not be less than 23 thousand kilometers, a total investment of not less than 2 trillion and 800 billion yuan. The preliminary market forecast, "13th Five-Year" in China during the period of the new railway is expected to be 30 thousand km, 11 thousand km high-speed rail. 2017 is still the peak period of China's high-speed rail construction, the railway construction is hot, will lead to performance related railway construction uplink.
- advanced repair to usher in rapid growth in demand, the emu after a huge potential market: according to the standard maintenance of EMU, EMU can speculate in China put into operation after 3-5 years into the four level maintenance. In 2011, the EMU experienced a peak in procurement, and it could be concluded that after 2017, senior maintenance would enter a period of rapid growth in demand. After nearly 10 years of rapid development, at present, China's motor vehicle ownership has reached 2586 standard group, high-speed rail construction mileage of more than 19 thousand kilometers, ranking first in the world. At the same time, EMU gradually from the front to the rear end of the year, emu after the market curtain is gradually opened, EMU market share will increase rapidly after the total investment.