2008年中国城市轨道交通行业及设备制造企业研究 >> 水清木华研究中心

　　重点发展城市公共交通是国家始终强调的发展方针，城市轨道交通以运能效率高，能耗小，环保等优势迅速成为我国主要城市发展公共交通的主要手段，我国城市轨道交通正在进入快速有序的发展阶段。

　　“十五”期间我国轨道交通建设投资达2000 亿元，建成总长550 公里左右的城市轨道线路。“十一五”期间，全国特大城市的地铁和轻轨通车里程将超过1,500 公里，还将投资2000 亿元。据统计，全国近期建设规划（2015年）线路65条，总长达到1700公里，总投资6000亿元。北京、上海、广州3个城市近几年以每年30－50公里速度建设。

图：中国不同时期城市轨道交通发展情况

数据来源：中国城市轨道交通网

　　我国城市轨道交通产业的快速发展，以及国家对轨道交通设备国产化的政策扶持，为相关设备制造工业带来了广阔的发展空间。在城市轨道交通设备制造领域，主要的厂商有：中国北车集团下属的长春轨道客车股份有限公司、大连机车车辆有限公司、唐山机车车辆厂；中国南车集团下属的南京浦镇车辆厂、株洲电力机车有限公司、四方机车车辆有限责任公司；湘潭电机集团有限责任公司等。在城市轨道交通建设及运营领域，主要企业有：中国铁建、申通地铁、上海隧道股份。

China has always given priority to the development of the urban public transport. Urban mass transit or UMT with the advantages in high efficiency, low energy consumption and environment protection has rapidly become the principal means to develop the public transport in major cities in the country. China UMT industry is getting access into a stage of rapid and orderly development.

During the 10th Five-year Plan period (2001-2005), China’s total investment in UMT construction reached CNY200 billion and about 550 kilometers (km) of urban rail line in total was built. During the 11th Five-year Plan period (2006-2010), China will also invest CNY200 billion in UMT constructions to make the total mileage of subway and light track in Chinese metropolis exceed 1,500 km in 2010. According to statistics, China plans to build 65 urban rail lines with a total length of 1,700 km through pouring a huge sum of CNY600 billion into UMT construction through 2015, In light with its near term UMT development layout. In the past several years, the three Chinese metropolises of Beijing, Shanghai and Guangzhou all have advanced in a rate of building 30 to 50 km annually.

China UMT Development in Different Periods

Source: China Urban Rail Transportation Web

The rapid development of China's urban rail transit industry and the policy support of central government for domestic-made rail transportation equipments have brought a broad space for the development of relevant equipment manufacturing industry. China’s key UMT equipment producers are as follows, Changchun Railway Vehicles Co., Ltd, Dalian Locomotive and Rolling Stock Co., Ltd and Tangshan Locomotive & Rolling Stock Works affiliated to China Northern Locomotive & Rolling Stock Industry (Group) Corporation; Nanjing Puzhen Carriage Works, Sifang Locomotive & Rolling Stock Co., Ltd and Xiangtan Electric Manufacturing Co., Ltd, affiliated to China Southern Locomotive & Rolling Stock Industry (Group) Corporation. China’s key UMT constructor and operator are as follows, China Railway Construction Corporation, Shanghai Shentong Metro Co., Ltd and Shanghai Tunnel Co., Ltd.

第一章城市轨道交通概述
1.2 城市轨道交通的类型
1.3 城市轨道交通发展概况
1.3.１世界城市轨道交通发展概况
1.3.2 我国城市轨道交通发展现状

第二章中国城市轨道交通现状和发展
2.1 北京市城市轨道交通现状和发展
2.1.1 线网建设分析
2.1.2 设备分析
2.1.3 运营及管理分析
2.2 上海市城市轨道交通现状及发展
2.2.1 线网建设分析
2.2.2 设备分析
2.2.3 运营及管理分析
2.3 其他城市轨道交通现状和发展
2.3.1 广州市轨道交通现状和发展
2.3.2 成都市轨道交通现状和发展
2.3.3 重庆轨道交通现状和发展
2.3.4 沈阳市轨道交通现状和发展
2.3.5 南京轨道交通现状和发展
2.3.6 其他城市轨道交通现状和发展

第三章城市轨道交通设备制造企业
3.1 中国北方机车车辆工业集团公司
3.1.1 公司简介
3.1.2 城市轨道交通业务情况
3.1.3 最新市场动向和未来发展走势
3.2 中国南方机车车辆工业集团公司
3.2.1 公司简介
3.2.2 城市轨道交通业务
3.2.3 最新市场动向和未来发展走势
3.3 湘潭电机集团有限责任公司（600416）
3.3.1 公司简介
3.3.2 城市轨道交通业务情况
3.3.3 最新市场动向和未来发展走势

第四章其他城市轨道交通相关企业
4.1 中国铁建股份有限公司（601186）
4.1.1 公司简介
4.1.2 城市轨道交通业务情况
4.1.3 最新市场动向和未来发展走势
4.2 上海申通地铁有限公司（600834）
4.2.1 公司简介
4.2.2 城市轨道交通业务情况
4.2.3 最新市场动向和未来发展走势
4.3 上海隧道工程股份（600820）
4.3.1 公司简介
4.3.2 城市轨道交通业务情况
4.3.3 最新市场动向和未来发展走势

1. Overview of China UMT Industry
1.1 Overview
1.2 UMT Types
1.3 China UMT Development
1.3.1 World UMT Development
1.3.2 Current Situation of China UMT

2. Status Quo and Development of China UMT Industry
2.1 Beijing Municipality
2.1.1 Line and Network Construction
2.1.2 Equipment
2.1.3 Operation and Management
2.2 Shanghai Municipality
2.2.1 Line and Network Construction
2.2.2 Equipment
2.2.3 Operation and Management
2.3 Other Cities
2.3.1 Guangzhou, capital of Guangdong Province
2.3.2 Chengdu, capital of Sichuan Province
2.3.3 Chongqing Municipality
2.3.4 Shenyang, capital of Liaoning Province
2.3.5 Nanjing, capital of Jiangsu Province
2.3.6 Other Cities

3. Key UMT Equipment Manufacturers
3.1 China Northern Locomotive & Rolling Stock Industry (Group) Corporation
3.1.1 Company Profile
3.1.2 UMT Business
3.1.3 Latest Market Trend and Future Development
3.2 China Southern Locomotive & Rolling Stock Industry (Group) Corporation
3.2.1 Company Profile
3.2.2 UMT Business
3.2.3 Latest Market Trend and Future Development
3.3 Xiangtan Electric Manufacturing Co., Ltd
3.3.1 Company Profile
3.3.2 UMT Business
3.3.3 Latest Market Trend and Future Development

4. Other Companies Related to UMT
4.1 China Railway Construction Corporation
4.1.1 Company Profile
4.1.2 UMT Business
4.1.3 Latest Market Trend and Future Development
4.2 Shanghai Shentong Metro Co., Ltd
4.2.1 Company Profile
4.2.2 UMT Business
4.2.3 Latest Market Trend and Future Development
4.3 Shanghai Tunnel Co., Ltd
4.3.1 Company Profile
4.3.2 UMT Business
4.3.3 Latest Market Trend and Future Development

表：世界部分大城市轨道线网密度及万人拥有轨道线网长度
表：2008年主要城市已运营城市轨道交通情况
表：主要城市轨道交通发展规划（单位：公里）
图：我国不同时期城市轨道交通的发展情况
图：北京2008年地铁规划
图：北京轨道交通线网远景规划
图：上海市轨道交通近期规划图
图：上海轨道交通远景规划图
图：上海市轨道交通营运里程及投资情况
图：地铁造价随技术成熟逐年降低
图：2000－2010年广州轨道交通规划图
图：成都轨道交通规划图
表：重庆市轨道交通建设项目计划表（2004－2010年）
图：重庆轨道交通规划图
图：沈阳市轨道交通规划图
图：南京市轨道交通规划图
表：其他城市轨道交通现状和发展
表：中国北车集团城轨车辆生产情况
表：中国北车集团地铁客车产品
表：中国北车集团城轨车辆产品
表：中国北车集团2006年经营业绩
表：中国北车集团国内机车车辆2006年销售表
表：中国北车集团2004至2006年度销售收入变化
表：中国南车集团城市轨道交通车辆制造项目列表
表：中国南车集团城轨车辆产品
表：湘潭电机的主要产品及特征
表：湘潭电机城市轨道交通业务方面的专利
图：湘电股份的成长情况
表：湘潭电机综合财务评估
表：中国铁建城市轨道交通工程承包合同额
图：中国铁建城市轨道交通工程承包合同额
表：中国铁建已建城市轨道交通项目
表：中国铁建在建城市轨道交通项目
表：申通地铁财务数据与预测
图：申通地铁业务收入增长情况
表：申通地铁主要费用支付情况
表：轨道股份收入结构和利润预测

Table: Rail Line and Network Density and Length Possessed by 10,000 People in Some Big Cities in the World
Table: Urban Rail Transportation Put into Operation in Key Cities, 2008
Table: Rail Transit Development Plan in Key Cities (km)
Figure: Development of Urban Rail Transit in China by Period
Figure: Subway Plan in Beijing, 2008
Figure: Future Plan of Rail Transportation Line and Network in Beijing
Figure: Recent Plan of Rail Transportation in Shanghai
Figure: Future Plan of Rail Transportation in Shanghai
Figure: Operation Mileage and Investment of Rail Transportation in Shanghai
Figure: Subway Cost Declines as Technology Matures Year by Year
Figure: Rail Transportation Plan in Guangzhou, 2000-2010
Figure: Rail Transportation Plan in Chengdu
Table: Rail Transportation Construction Projects in Chongqing (2004-2010)
Figure: Rail Transportation Plan in Chongqing
Figure: Rail Transportation Plan in Shenyang
Figure: Rail Transportation Plan in Nanjing
Table: Status Quo and Development of Rail Transportation in Other Cities
Table: Production of Urban Rail Vehicles of China Northern Locomotive & Rolling Stock Industry (Group) Corporation
Table: Subway Car Products of China Northern Locomotive & Rolling Stock Industry (Group) Corporation
Table: Urban Rail Vehicle Products of China Northern Locomotive & Rolling Stock Industry (Group) Corporation
Table: Operation Performance of China Northern Locomotive & Rolling Stock Industry (Group) Corporation, 2006
Table: Sales of Domestic Locomotives & Vehicles of China Northern Locomotive & Rolling Stock Industry (Group) Corporation, 2006
Table: Sales Revenue Change of China Northern Locomotive & Rolling Stock Industry (Group) Corporation, 2004-2006
Table: Urban Rail Transportation Vehicle Manufacturing Projects of China Southern Locomotive & Rolling Stock Industry (Group) Corporation
Table: Urban Rail Vehicle Products of China Southern Locomotive & Rolling Stock Industry (Group) Corporation
Table: Main Products and Characteristics of Xiangtan Electric Manufacturing Co., Ltd
Table: Patent of Urban Rail Transportation Business of Xiangtan Electric Manufacturing Co., Ltd
Figure: Growth of Xiangtan Electric Manufacturing Co., Ltd
Table: Comprehensive Financial Evaluation of Xiangtan Electric Manufacturing Co., Ltd
Table: Contract Value of Urban Rail Transportation Project of China Railway Construction Corporation
Figure: Contract Value of Urban Rail Transportation Project of China Railway Construction Corporation
Table: Built Urban Rail Transportation Projects of China Railway Construction Corporation
Table: Urban Rail Transportation Projects Under the Construction of China Railway Construction Corporation
Table: Financial Statistics and Forecast of Shanghai Shentong Metro Co., Ltd
Figure: Revenue Growth of Railway Business of Shanghai Shentong Metro Co., Ltd
Table: Main Expenditure Payment of Shanghai Shentong Metro Co., Ltd
Table: Revenue Structure and Profit Forecast of Shanghai Tunnel Co., Ltd