800 billion: the railway goes into "the tide of the Nuggets."

As everyone knows you, the number of China's population, the frequent movement of personnel, especially in some developed areas in the south, migrant workers, holidays, spring tide, high-speed rail, EMU convenient also let more and more people to the railway transportation as the first choice, accelerate railway construction, is of great significance for stable economic growth, adjusting the supply side structure, benefit people's livelihood.

From the "13th Five-Year" planning proposals and some local "13th Five-Year" plan, it is not difficult to see that the "economic development, transport first" the development of the hard truth, the railway as the main artery of the national economy, mass transit, accelerate railway construction is to represent the general trend of the new era.

This year's report on government work points out that the key role of effective investment in the structure of stable growth is to be played. There are many short boards in the field of infrastructure and people's livelihood in China. The industry needs to be upgraded and upgraded, and the effective investment still has a lot of space. To start a number of major projects in 13th Five-Year "plan. More than 800 billion yuan for the completion of railway investment.

That in some areas of railway construction work conference on Vice Premier Ma Kai the day before, to fully understand the significance of the new period to speed up the construction of railways, the difficulties, struggling to tackle, solid work in railway construction, to promote the sustained and healthy economic and social development and make greater contributions.

Ma Kai pointed out that 13th Five-Year is an important period of speeding up the railway construction, to continue to maintain a large scale of investment, accelerate the improvement of high-speed railway network, vigorously develop the intercity railway, city railway, built as soon as possible, efficient freight rail network. He said that this year is "13th Five-Year" at the beginning of the year, must be carefully organized, pay close attention to implementation, to ensure the completion of the railway investment more than 800 billion yuan.

Industry insiders said to the "investment express" reporter that more than 800 billion yuan is the completion of the railway investment line this year. Considering that last year (15 years) the national railway fixed assets investment completed 823 billion 800 million yuan, and this year the economic pressure is bigger than last year, this year, the high speed rail investment or trillions.

Beijing Jiaotong University School of economics and management professor Zhao Jian said, "13th Five-Year" will be the construction of urbanization accelerating period, the railway as the main traffic connecting urban and rural areas and the adjacent city, will be rapid development, the national high-speed rail route network basically completed, the next task is the construction of capillary network, focus on the construction of intercity railway.

According to the "Railway" 13th Five-Year "National Railway Development Planning Bureau issued at the beginning of the draft", "13th Five-Year" period, railway fixed assets investment scale will reach 3.5 to 3 trillion and 800 billion yuan, including construction investment of about 3 trillion yuan, the construction of 30 thousand km of new. By 2020, the national railway operating mileage reached 150 thousand kilometers, of which the high speed railway was 30 thousand kilometers.

In this regard, Chinese railway company said that from past practice, "" 13th Five-Year "railway development plan draft" planning the scale of investment is still conservative, "13th Five-Year" to finalize the plan is likely to exceed 4 trillion yuan.

Social capital or will be fully involved

At the beginning of this year, the national development and Reform Commission issued a circular to launch 8 social capital investment demonstration projects in the railway sector, and open up the "last mile" of the railway through social capital investment. These 8 projects cover high speed railway, intercity railway and local railway, including 7 provinces, such as Zhejiang, Shandong, Hubei, Chongqing and other provinces and cities.

The development and Reform Commission and the relevant departments will actively support the accelerated advance of the demonstration projects which have been included in the plan. For the demonstration projects that have not yet been included in the planning, the NDRC requires the relevant local authorities and enterprises to rush to the research and demonstration. If conditions are available, they can be incorporated into the relevant national plans, and the pre requisites are ready to be reported to the development and Reform Commission for approval.

In terms of policy support, the NDRC indicated that when arranging special construction funds, it would tilt to the demonstration projects, and study the appropriate support for the central budget investment for the demonstration projects. The relevant departments will actively coordinate financial institutions to increase financing support for demonstration projects, innovate financial services, and provide long-term, stable and low-cost financial support for demonstration projects.

The railway construction has become an important way to promote economic growth, promote employment, according to the current development situation, "13th Five-Year" during the railway construction and investment will remain high, and the railway construction will be more open to social capital." Wang Mengshu, deputy chief engineer of the China Railway Tunnel Group, said.

In Wang Mengshu's view, "13th Five-Year" period, railway system diversification is expected to be great progress. In the 90s of last century, railways had their own factories, schools, hospitals and so on. Although these industries were handed over to local government management, they also accumulated some experience for the railway sector in diversification.

"13th Five-Year" during the railway construction on an unprecedented scale, the huge demand of funds for railway construction. In this regard, the "Railway" to seek the views of the 13th Five-Year "development plan draft" put forward: "13th Five-Year" period to the community launched a number of good market prospects, stable railway project is expected to benefit from the investment.

Nugget high - speed iron concept unit

13th Five-Year railway investment to remain high. Analysts pointed out that railway investment is an important part of capital construction investment. While maintaining the investment intensity of railway, we must accelerate the expansion of railway financing channels, so that more social capital can enter this upsurge, and related stocks will also welcome investment opportunities.

The "13th Five-Year plan" is expected to railway fixed assets investment scale will reach 3 trillion and 500 billion yuan to 3 trillion and 800 billion yuan. The capital investment is nearly 3 trillion yuan, and the domestic construction will be concentrated on the road network. City rail transportation sector in the economic downturn as the starting point to stabilize the economy, will play a role in Dinghaishenzhen, "13th Five-Year" during the railway investment will remain high.

"" 13th Five-Year "key maintenance market and bring about EMU EMU core parts made of parts replacement opportunities. With the requirements of "unified type", the core components of the high speed rail are expected to be made domestically gradually, and the parts and components enterprises will benefit. Li Jia said.

In addition, the "The Belt and Road" national strategy to accelerate the China high iron industry growth in overseas market, open new space. In the future, with the increase of the social ownership of the EMU, the demand for inspection and data service based on the operation safety and maintenance of EMU will increase significantly. The potential of the EMU core parts matching and the corresponding operation and maintenance testing market will be gradually released.