【出版时间及名称】:2009年12月中国铁路行业研究报告
【作者】:野村证券
【文件格式】:PDF
【页数】:63
【目录或简介】:
Contents
An investor’s guide to China’s railway, metro infrastructure and
rolling stock sectors 3
Investment summary 3
Key conclusions 4
Railway and metro infrastructure market 8
Railway infrastructure construction in China 8
High-speed railway plan in China 10
Metro subway plan in China 13
China railway and metro construction players 15
Railway and metro rolling stock market 16
High-speed railway trains 16
Why high-speed train? 16
Multiple-units economics 21
MU components analysis 23
Metro subway trains 25
Metro railcar economics 25
Metro trains overview 26
Major railway and metro rolling stock players 29
Other rolling stock 34
Export market — emerging growth driver 36
Overseas railway construction market 36
Overseas rolling stock market 37
High-speed railways: Asian experience 40
Japan 40
Korea 40
Taiwan 41
Latest company views
Zhuzhou CSR Times Electric 42
China South Locomotive & Rolling Stock Corporation 46
China Railway Construction Corp 50
Nabtesco Corp 53