Industry chain analysis: downstream application scenarios are relatively fixed

With the development and construction of urban rail transit, the related industries of rail transit have also become stronger. On the basis of driving a city's GDP growth, rail transit has also pioneered the formation of related industrial chains. From the perspective of the construction process of urban rail transit projects, it is mainly divided into three major stages: construction preparation, commencement of construction, and operation, which are also the upstream, midstream, and downstream stages of urban rail transit.

At present, the leading enterprises in China's urban rail transit industry chain include China Railway Group, China Railway Construction Corporation, China Railway Rolling Stock Corporation, China Railway Fourth Institute, Shentong Metro and other enterprises.

Regional heat map of urban rail transit industry chain: Guangdong Province has the most concentrated distribution

From the regional distribution of industrial chain enterprises in China's urban rail transit industry, the main urban rail transit enterprises are mostly distributed in southern China, with the highest distribution in Guangdong Province, Sichuan Province, and Jiangsu Province. The number of enterprises in other provinces, such as Hebei, Henan, Anhui, and Fujian, is relatively small.

From the heat map of the distribution of major listed companies in the urban rail transit industry, Beijing is the most important province for its distribution, and industry leaders such as China Railway Group, China Railway Construction Corporation, and China Railway Rolling Stock Corporation have all established their headquarters in Beijing.

Distribution Map of Urban Rail Transit Industrial Parks

At present, there are 30 industrial parks in the rail transit industry nationwide, distributed in Sichuan, Shandong, Jiangsu and other places. Among them, Sichuangsheng has the most industrial parks in the rail transit industry, with a total of 6. In addition, there are 4 industrial parks for the rail transit industry in Shandong Province, and 2 industrial parks in Jiangsu Province, Anhui Province, and Hunan Province respectively.

Business situation of listed companies in the urban rail transit industry

From the perspective of operating income, among the listed companies in China's urban rail transit industry, the related business income levels of China Railway Group, China Railway Construction Corporation, and China Railway Rolling Stock Corporation are extremely high, all exceeding 100 billion yuan, with China Railway Group's related business income approaching one trillion yuan.

Latest Investment Trends of Representative Enterprises in the Urban Rail Transit Industry

Since 2021, the main way for representative enterprises in China's urban rail transit industry to invest abroad has been to establish subsidiaries or investment funds with their own funds.

The above data refers to the "Analysis Report on Market Outlook and Investment Strategy Planning of China's Urban Rail Transit Industry" by Forward Industry Research Institute. At the same time, Forward Industry Research Institute also provides solutions such as industry big data, industry research, industry chain consulting, industry map, industry planning, park planning, industry investment attraction, IPO fundraising feasibility study, IPO business and technology writing, IPO working paper consulting, etc.