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Original title: 2.5 hours to Shanghai! The Shanghai-Shenzhen-Guangzhou Maglev plan has been exposed What are the concepts of shares?
Every editor Wang Xin
Today, Shanghai-Shenzhen-Guangzhou magnetic levitation plan is in hot pursuit! From Shenzhen to Shanghai it will only take 2.5 hours.
Shanghai, Shenzhen and Guangzhou Maglev Plan Exposed
According to the Shenzhen Special Zone Daily, the Guangdong Province Department of Natural Resources recently announced the preliminary results of the “Guangdong Land and Space Plan” (2020-2035) (referred to as the “Plan”) and carried out a month Public consultation. The “Plan” focuses on the new regional development pattern of “one core, one belt and one district”, comprehensively builds a high-quality, safe, prosperous, harmonious and beautiful land, and proposes the overall pattern and layout from the province. development and protection of terrestrial space in the next 15 years.
It is worth mentioning that this is the first time that Guangdong has proposed to book the Shanghai (Shenzhen) -Guangzhou high-speed magnetic levitation channel. Shenzhen is about 1,500 kilometers from Shanghai, if the speed is 600 kilometers per hour, it will take about two and a half hours to communicate with Shenzhen and Shanghai. Shenzhen is about 2,200 kilometers from Beijing. If you take the Beijing-Hong Kong-Macao high-speed magnetic levitation, you can reach Beijing in about 3.6 hours, which is more than half the time of the high-speed train.
The “Planning” proposes that by 2035, the permanent population of the province will be 130 million and the level of urbanization will be approximately 80%. The Guangzhou Metropolitan Circle, the Shenzhen Metropolitan Circle, the Pearl River Estuary West Coast Metropolitan Circle, the Shanchaojie Metropolitan Circle, Zhanmao Five modern metropolitan areas, including the metropolitan area. At the same time, six major traffic corridors are booked, including Beijing-Hong Kong-Macao high-speed magnetic levitation and Shanghai (Shenzhen) -Guangzhou high-speed magnetic levitation. This is also the first time that Guangdong has clearly proposed the concept of two large high-speed magnetic levitation channels.
As soon as the news came out, he rushed to hot search on Weibo!
The 600 km / h high speed magnetic levitation test prototype was successfully tested last year
In 2019, high-speed maglev, as a cutting-edge key technology, was included in the National Scheme to build a powerful transportation country.
The “Guiding Opinions on the Promotion of the Construction of New Infrastructures in the Transport Sector” issued by the Ministry of Transport on August 6, 2020 propose to develop intelligent high-speed EMUs and develop high-speed maglev trains with a speed of 600 kilometers per hour high-speed wheel-rail passenger trains with a speed of 400 kilometers per hour. Development and testing.
According to last year’s Qingdao Daily report, on June 21, 2020, CRRCSifang StockThe company’s 600 km / h high-speed magnetic levitation test prototype was successfully tested on the magnetic levitation test line at Shanghai Tongji University. This marks a major new breakthrough in my country’s high speed magnetic levitation research and development.
The development of a high-speed magnetic levitation transportation system with a speed of 600 kilometers per hour is a key special topic of the “Advanced Rail Transit” of the National Key Research and Development Program of the Ministry of Science and Technology. Since the start of the project in July 2016, after nearly four years of scientific research, the project team has traversed the key technologies of the high-speed maglev series and successfully developed a test prototype. After ground commissioning and static testing, the vehicle entered the dynamic performance test line The first operational test.
The success of this test marks a major new advance in my country’s high-speed magnetic levitation R&D and also provides important technical support for the further development and optimization of high-speed magnetic levitation engineering prototype vehicles. The prototype of the 600-kilometer-per-hour high-speed magnetic levitation project is reportedly expected to roll off the assembly line by the end of 2020. In 2021, a full suite of high-speed magnetic levitation technology will be formed and engineering capabilities. After having engineering ability, it can be mass produced and put into commercial operation.
Since 2019, many large urban agglomerations such as Guangdong, Hong Kong, and Macao, the Yangtze River Delta, Chengdu-Chongqing, and the Shandong Peninsula have incorporated high-speed magnetic levitation transportation into their overall planning. This means that the high-speed maglev train with a speed of 600 kilometers per hour developed by Qingdao can enter the practical application stage early in the urban agglomeration construction process that China vigorously promotes.
Are these concept magnetic levitation actions flying again?
From the perspective of magnetic levitation stocks, the following stocks have the highest correlation with magnetic levitation.
some of,Xinzhu sharesIn May 2018, it signed the “Strategic Cooperation Agreement on Integrated Low and Medium Speed Magnetic Levitation Railway Transit System” with the Second China Institute of Railways to jointly promote the introduction, digestion, absorption and reinvention of magnetic yeast built-in medium and low speed. transportation system technology. On June 5 of that year, the company announced that it planned to invest 680 million yuan to build a 4.5-kilometer-long low and medium speed built-in magnetic levitation comprehensive test line and related support facilities in the new district. from Tianfu, Xinjin County. , Chengdu, with a designed maximum speed of 200 km / h.
The Pacific OceanThe securities classified three main lines of investment.
First, design and construction companies. The “14th Five-Year Plan” and the “transportation power” continue to make efforts, and the trend of long-term high prosperity in the future construction of rail transit has been relatively determined. Related matter,China Railway Construction、China railway。
Second, vibration and noise reduction products. This kind of product is mainly based on the requirements of environmental protection and noise reduction, and is used in the field of rail transit of urban rail transit and interurban rail transit. As the standards for environmental protection and noise reduction have become stricter, the penetration rate has gradually increased. increased, and the current application rate has fallen from less than 10% Increase to 40-70%; Because the application is in the last 1-2 years of the full rail transit life cycle, it is behind the rail transit construction and approval period, and is currently in a rapid launch period. Related matter,Tiantie、Times New Material、Iron track。
Third, buildings under the urban rail + TOD guide are used for seismic isolation. The urbanization process in my country is advancing rapidly, and the resulting traffic congestion and scarcity of land resources have affected more and more cities. The DOT model originated in the United States was introduced in the country. As of the end of 2019, 40 Urban railways have opened Nearly half of cities have issued TOD-related plans. At the same time, properties in the subway or along rail traffic are affected by the vibration caused by the subway underpass and have the functional requirements to accommodate seismic isolation. Related matter,Zhenan Technology, Tiantie shares, Times New Materials.
Furthermore, as the operating mileage of national railways and urban railways has increased year by year, the number of vehicles in operation has repeatedly reached new highs, and the market after rail transit has entered a golden development period.
According to the previous Guosheng Securities report, my country is currently the country with the highest number of medium and low speed maglev lines and the longest mileage among all countries in the world. Although Japan and Germany have advanced technologies, the industry has yet to test them. Railway construction is represented by China Railway Construction and China Railway. After the completion and operation of the Changsha Maglev Express, China Railway Construction established a China Railway Maglev Transportation Investment and Construction Co., Ltd. in October 2016 in order to accelerate the construction of the maglev. For the whole vehicle,CRRCThe technical advantages of maglev trains are obvious, and China Railway Construction has specially established China Railway Construction Heavy Industry Group Co., Ltd. to enter this field.
Source: Daily Economic News Comprehensive Shenzhen Special Zone News, Qingdao Daily, Upstream News, Securities Research Report
(Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Please check before use. Trade accordingly at your own risk)
Cover Image Source: Each photo by reporter Wang Fan
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