打破全球记录！我国磁悬浮技术迎来新突破，市场超千亿

Industry Insights - China's magnetic levitation technology has achieved a breakthrough with the successful demonstration of a one-kilometer high-speed magnetic levitation test line, where a test vehicle weighing 1,030 kilograms reached a speed of 650 kilometers per hour, setting a global record for similar platforms [1] - The magnetic levitation train industry chain is extensive, with upstream components including high-performance raw materials such as permanent magnetic materials, copper wire, superconducting materials, sensor chips, and drive control chips, as well as special alloys, steel, and aluminum alloys [1] - The vehicle manufacturing segment is a critical part of the industry chain, involving the production and assembly of components like the train body, bogies, and traction systems, as well as the integration of subsystems such as power supply and communication [1] Market Overview - Magnetic levitation transportation is emerging as a key direction in global transportation infrastructure due to its advantages of high speed, low noise, and energy efficiency, with the global magnetic levitation market expected to reach 120 billion yuan in 2024, of which China accounts for over 40% [2] - The Chinese market for magnetic levitation is projected to exceed 55 billion yuan by 2025, with a compound annual growth rate of 18% [2] Company Developments - Boke Testing has validated its technology in national major scientific research projects, such as vibration simulation tests for high-speed magnetic levitation trains [2] - New筑股份 is actively expanding its market presence in the tourism rail sector, focusing on embedded medium and low-speed magnetic levitation transportation, which is particularly suitable for tourism applications [2]