高铁产业链面临重建 相关公司或洗牌（The high-speed rail industry chain is facing restructuring companies or shuffling）.doc

高铁产业链面临重建 相关公司或洗牌（The high-speed rail industry chain is facing restructuring companies or shuffling） Changes in the development of high-speed rail are affecting the financing and contract orders of related listed companies, while high-speed rail safety inspection may lead to the high speed rail industry chain. Investment contractions affect orders Analysts believe that the state council decided to suspend the examination and approval of new railway construction, railway construction project that has been approved but not yet started reorganizing system safety evaluation, this means that high-speed rail bid farewell to the past leapfrog development mode, future investment slowed, investment scale will shrink. The shift in the way of high-speed rail has been evident since the arrival of the new railways minister at the start of the year. At the time, it was proposed that in the future, we should guarantee the construction, necessary and supporting in specific project arrangements. There is no authoritative data on the size of the current scale. According to industry insiders, the scale of investment may be about 100 billion yuan. Moreover, the pace of investment in high-speed rail will change, which will be extended by rapid entry and even slow speed. The sharp reduction in investment will undoubtedly affect the performance of related companies directly, and some of the companys original capacity expansion plans will be discounted. It is understood that the state council to lower the initial velocity of a new high-speed rail, the design speed of 350 km to 300 km, the design speed of 250 km to 200 km, the design speed of 200 km to 160 km. Industry insiders say that if high-speed rail speeds up to 300 to 350 kilometers per hour, the use of rail will increase by 20-25 percent. This means that the demand for high-speed rail mobile devices, including locomotives and buses, will fall if high-speed rail is reduced. If these are the foreseeable future, the safety assessment o