中国轨道交通车辆空调的需求主要来自三大方面，铁路机车及普通铁路客车、高速动车组以及城市轨道交通（地铁及轻轨）。

      铁路机车及普通铁路客车：2014年中国铁路实施全面改革，包括非国有资本参与铁路建设、启动铁路发展基金等，使得全年中国铁路投资总额达到8088亿元。在未来较长一段时间内，中国铁路固定投资仍将稳定增长，国家加快铁路行业建设发展的基调不变。

      2014年，中国铁路机车拥有量为2.11万台，比上年增加261台，其中和谐型大功率机车8423台，比上年增加1406台。中国铁路轨道交通空调主要来自机车司机室以及客车等主要领域。2014年中国机车对空调机组需求大约在1,658个左右。

      高速动车组：2014年，国内动车组保有量已达到1411列，动车组车辆13696辆（节），动车组车辆保有量密度约为0.82节/公里，较2013年0.75节/公里的车辆密度已有明显增长。
2014年中国铁路动车组对空调机组需求大约在1030套左右。

     截至2014年底，中国“四纵四横”高铁干线大多已建设完工，2015年正在建设的线路有徐兰客运专线、青太客运专线、京哈客运专线、京广深港客运专线、沪昆客运专线。另外，2014年完善路网及西部开发中的铁路干线线路开工10条，2015年还将开工3条，这些线路将陆续在2018-2020年间完工，从而拉动中国高铁干线里程的增加，进而增加对动车组空调需求。

      城市轨道交通（地铁及轻轨）：截至2015年3月底，中国共有39座城市获准修建城市轨道交通线路，其中22座城市的90条地铁线路已经开通运营，总里程达2827公里。由此带动了中国轨道车辆的需求，进而推动了轨道车辆空调的需求，2014年，中国轨道交通空调市场规模约为11814套。

      截至2015年4月底，中国正在筹划建设轨道交通的城市还有洛阳、呼和浩特、襄阳市、淮南、九江等城市，未来将有更多中等规模城市加入轨道交通建设行列，以此带动轨道空调需求。

      就整体细分市场来看，未来中国轨道交通空调的需求将主要来自高速动车组以及城市轨道交通两个领域，而来自铁路机车及普通铁路客车的需求将出现一定下滑。

      就轨道交通空调制造商来看，由于其生产资质要求较高（必须获得产品测试证书和运行报告），所以目前中国轨道空调机组生产厂家主要集中在石家庄国祥、广州中车和上海法维莱三家。

      石家庄国祥的技术合作企业是日本三菱电机株式会社，轨道交通空调机组年产量大约在12,000套左右，主要客户包括中国中车、三菱、阿尔斯通以及庞巴迪等。广州中车主要生产机车特种空调，产品广泛应用于铁路客车、地铁等轨道交通车辆，在机车空调领域占据较大优势，主要客户包括中国中车、西门子以及阿尔斯通等。上海法维莱轨道交通车辆设备有限公司主要从事城市轨道及客车用空调机组的生产，技术来源于母公司法维莱集团，主要客户包括中国中车以及庞巴迪等。

《2014-2015年中国轨道交通空调行业研究报告》主要进行了以下研究：
中国轨道交通空调产业概况，包括定义与分类、应用领域以及政策法规等；
中国轨道交通市场分析，包括中国铁路交通以及城市轨道交通的发展现状、投资规模以及路网规划等；
中国轨道交通车辆市场分析，包括铁路机车、城市轨道、高速动车组的保有量以及市场需求等。
中国轨道交通空调市场分析，包括市场需求、产能状况、竞争格局以及市场预测等。
石家庄国祥、广州中车、上海法维莱、新誉集团、金鑫美莱克、松芝股份、朗进股份、科泰企业等在内的8家主要轨道交通空调厂商的公司简介、财务状况、主打产品、研发状况以及技术特点等。

China's demand of rail transit vehicles for air conditioning comes mainly from three aspects—railway coaches and locomotives, high-speed EMUs, as well as urban rail transit (metro and light rail).

Railway coaches and locomotives: In 2014, when China’s railway jumpstarted a comprehensive reform, including the attempt to introduce non-state capital to carry out railway construction and initiate railway development fund, China’s full-year railway investment totaled RMB808.8 billion. In a long time to come, China’s fixed investment into railways will keep steady growth, and China’s policies for speeding up railway construction will also remain unchanged.

In 2014, the locomotive ownership in China amounted to 21,100 units, an increase of 261 units from a year ago. Among them, the number of high-power CRH locomotives reached 8,423 units, rising 1,406 units on a year-on-year basis. China’s railway air-conditioning is mainly used in locomotive cabs and railway coaches. In 2014, the demand of locomotives for air conditioning units in China approximated 1,658 units.

High-speed EMUs: In 2014, the domestic EMU ownership reached 1,411 trains, equivalent to 13,696 units, with the vehicle ownership density being about 0.82 units/km, up from 0.75 units/km in 2013. In 2014, China’s air conditioning unit demand from EMUs amounted to 1,030 sets or so.

As of the end of 2014, China's high-speed railway network of four vertical and four horizontal trunk lines had been largely completed. In 2015, the rail lines under construction involve Xuzhou-Lanzhou High-speed Railway, Qingdao–Taiyuan High-Speed Railway, Beijing–Harbin High-Speed Railway, Beijing-Guangzhou-Shenzhen-Hong Kong High-Speed Railway, as well as Shanghai-Kunming High-Speed Railway. In 2014, a total of 10 trunk railway lines to be improved and under development in western regions started construction, and additional 3 lines will start in 2015, all of which would be successively completed during 2018-2020. This will increase China’s trunk line mileage, thereby expanding the demand for EMU air conditioning.

Urban rail transit (metro and light rail): As of the end of March 2015, there were a total of 39 cities that had been approved to construct urban rail transit lines. Among them, 90 subway lines from the said 22 cities had been put into operation, with a total mileage of 2,827 kilometers. Thus, this helped fuel China’s demand for rail transit vehicles, which in turn expanded their demand for air-conditioning. In 2014, the market size of rail transit air-conditioning totaled about 11,814 sets.

As of the end of April 2015, the cities such as Luoyang, Hohhot, Xiangyang, Huainan, and Jiujiang were also mapping out the construction of urban rail transit. In future, an increasing number of medium-sized cities will construct rail transit, which would give an impetus to air conditioning demand in this respect.

In terms of overall market segments, China’s demand for rail transit air-conditioning will come mainly from high-speed EMUs and urban rail transit. By contrast, the demand from railway coaches and locomotives will decline to some extent.

From the perspective of rail transit air-conditioning manufacturers, with high production qualification requirements (must obtain products test certificates and operational reports), China’s rail transit air-conditioning unit manufacturers mainly include Shijiazhuang King Transportation Equipment, ZRJC, and Shanghai Faiveley.

As the technical partner of Mitsubishi Electric, Shijiazhuang King Transportation Equipment has an annual capacity of around 12,000 sets of rail transit air-conditioning units. Its major clients consist of CRRC, Mitsubishi, Alston, and Bombardier, etc. ZRJC mainly manufactures special air conditioning for locomotives, with its products widely used in railway coaches, subway, and other rail transit vehicles, which therefore has great advantages in locomotive air conditioning. Its major customers include CRRC, Siemens, and Alston, etc, Shanghai Faiveley Rail Vehicle Equipment Co., Ltd. is mainly engaged in production of air conditioning units for urban rail transit and coaches, with its technologies from its parent company—Shanghai Faiveley Group. Its major clients are comprised of CRRC and Bombardier.

China Rail Transit Air-conditioner Industry Report, 2014-2015 mainly focuses on the following:
Status quo of China’s rail transit air-conditioning industry, including definition and classification, applications, and policies and regulations, etc.;
China’s rail transit market, including development, investment scale, railroad network planning, etc. of China’s railway transportation and urban mass transit;
China’s rail transit vehicle market, including ownership and market demand of locomotives, urban rail, and high-speed EMUs;
China’s rail transit air-conditioning market, including market demand, capacity, competitive landscape, and market forecast, etc;
Profile, financials, main products, R&D, and technical characteristics of 8 major rail transit air-conditioning manufacturers, including Shijiazhuang King Transportation Equipment, ZRJC, Shanghai Faiveley, New United Group, Merak Jinxin, Songz, Longertek Technology, and COOLTEK.