西安打赢重庆、成都，中欧班列运行格局渐变

Core Insights - The development logic of the China-Europe Railway Express has shifted from a "competition in the number of trains" to a "hub economic ecosystem competition" [8] - The logistics hub of Xi'an has seen strong growth, becoming a key support point on the Silk Road Economic Belt, connecting Central Asia and Europe [1][2] Summary by Sections Development of China-Europe Railway Express - The China-Europe Railway Express began operations in 2011, with Chongqing to Duisburg being the first route [2] - Initially, Chongqing and Chengdu were the leading cities in terms of train operations, with Chongqing being the pioneer due to its high production of laptops [2] - Xi'an's performance was relatively modest until 2018, when it began to significantly increase its train operations, reaching 1,235 trains that year, a 6.37 times increase from 2017 [2] Current Performance - In the first half of this year, Xi'an led with 2,463 trains, while Zhengzhou, Chongqing, and Chengdu followed with 1,458, 1,239, and 1,230 trains respectively [1][4] - By 2024, Xi'an is projected to operate 4,985 trains, a 25.1% year-on-year increase, making it the first city to surpass 25,000 cumulative trains, accounting for about 25% of the national total [3] Competitive Landscape - The competition has evolved, with Xi'an now competing primarily against Chongqing and Chengdu [4] - The combined operation of the Chengdu-Chongqing area has maintained the highest national train operation volume, with a projected 5,700 trains in 2024 [3] Strategic Developments - The focus has shifted from merely increasing train numbers to enhancing service capabilities and integrating into global supply chains [5][8] - The establishment of logistics nodes, such as the Kazakhstan terminal in Xi'an, supports regional industrial exports and enhances cooperation between China and Central Asia [8] Future Outlook - The China-Europe Railway Express is expected to continue evolving into a more quality-driven and efficient operation model, with a focus on market-oriented capabilities and deep integration into global supply chains [8]