Analysis of consumer demand in the smart railway market
1. Changes in consumer demand in the smart railway market
According to the Statistical Communiqué of the People's Republic of China on National Economic and Social Development in 2022, the official website of the National Railway Administration and the official website of the National Railway Group showed that the investment in fixed assets of the national railway in 2022 was 710.9 billion yuan, of which 620.8 billion yuan was invested in the national railway4,100 kilometers of new lines were put into operation, including 2,082 kilometers of high-speed rail. By the end of 2022, the operating mileage of railways in the country will reach 1550,000 kilometers, including 4 high-speed rail20,000 km. Passenger traffic has declined, cargo traffic continues to grow, and in 2022, the national railway completed 16 passenger dispatch700 million person-times, a year-on-year decrease of 359%;Completed the delivery of goods 49300 million tons, a year-on-year increase of 45%。Among them, China Railway Group completed 16 passenger dispatches100 million person-times, a year-on-year decrease of 364%;Completed the delivery of goods 390 billion tons, a year-on-year increase of 48%。According to the statistical report released by the China Urban Rail Association in January 2023, by the end of 2022, a total of 55 cities across the country (excluding Hong Kong, Macao and Taiwan) had opened 10,291 urban rail transit lines95 km, of which 8,012 are subway85 kilometers, accounting for 7785%。In 2022, five new urban rail transit operating cities will be added: Nanping, Jinhua, Nantong, Taizhou, and Huangshi. The length of the new urban rail transit operating line is 1,08517 kilometers, 25 new operating lines, and 25 new extension sections and back-pass sections of existing lines. In 2023, the state will fully complete the railway investment task, promote the Sichuan-Tibet Railway and other national key projects with high quality, and put into operation more than 3,000 kilometers of new lines (including about 2,500 kilometers of high-speed rail).It is estimated that China Railway Group will complete the passenger dispatch volume of 26900 million person-times, a year-on-year increase of 676%, and the volume of goods sent was 39700 million tons, a year-on-year increase of 18%。In 2022, the National Development and Reform Commission (NDRC) approved a new round of urban rail transit construction plans for two cities, Shijiazhuang and Hangzhou, and an adjustment plan for urban rail transit construction plans in Suzhou, Dongguan and Guangzhou, involving a total length of 330 kilometers of project lines and an additional investment of nearly RMB260 billion.
2. Analysis of the demand of the smart railway industry
Railway transportation market demand: With the rapid development of China's economy and the improvement of people's living standards, the railway transportation market demand continues to grow. As a large-capacity, high-speed, safe, reliable, economical and energy-saving mode of transportation, railway occupies an important position in the domestic freight market and passenger transport market. In terms of freight, railway transportation is mainly used in the transportation of bulk goods in large quantities and long distances, such as coal, ore, steel, etc. In terms of passenger transport, railway transport is mainly used in long-distance passenger transport, such as high-speed rail, bullet trains and express transport.
3. Analysis of consumer demand in the smart railway brand market in 2023
Railways are national strategic, leading and key major infrastructure, the main artery of the national economy, major livelihood projects and the backbone of the comprehensive transportation system, and their status and role in economic and social development are very important.
On August 12, 2020, China Railway Group issued the "Outline of the Advance Planning for Railways in the New Era", which pointed out that by 2035, the national railway network will reach about 200,000 kilometers, of which high-speed rail will reach about 70,000 kilometers. The independent innovation capability of the railway and the modernization level of the industrial chain have been comprehensively improved, the railway science and technology innovation system has been improved and improved, the key core technology and equipment are independent and controllable, advanced and applicable, safe and efficient, the intelligent high-speed railway has been built first, and the realization of the smart railway has been accelerated. According to statistics, in terms of intelligence, the word intelligence appears 25 times in the "Outline", specifically in five major areas: equipment technology, new vehicles, railway information infrastructure, passenger and freight service system, and operation and management.
Intelligent railway is a wide application of cloud computing, Internet of Things, big data, artificial intelligence, robots, next-generation communications, Beidou satellite navigation, BIM and other new technologies, through the comprehensive perception of railway mobile equipment, fixed infrastructure and related internal and external environmental information, ubiquitous interconnection, integrated processing, active learning and scientific decision-making, efficient and comprehensive use of all railway mobile, fixed, space, time and manpower resources, to achieve railway construction, transportation in the whole process, the whole life cycle of a high degree of informatization, automation, Intelligent, to create a safer, more reliable, more cost-effective, more warm and comfortable, more convenient and fast, more energy-saving and environmentally friendly new generation of railway transportation system. From the perspective of the industrial chain, the intelligent railway is a complex system engineering, which is composed of an intelligent perception layer, an intelligent transmission layer, a data resource layer, an intelligent decision-making layer, and an intelligent application layer.
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