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中铁工业:盾构机国内水利水电市场占比超六成,西南产线投产

Core Viewpoint - The acceleration of water conservancy and hydropower construction in Southwest China is beneficial for China Railway Industry, which is a leader in the shield machine industry and has a significant market share in the domestic water conservancy and hydropower engineering sector [1] Group 1: Company Positioning - China Railway Industry is a pioneer and leader in the shield machine industry, with self-developed tunnel boring machines (TBM) widely used in major water conservancy projects [1] - As of the end of 2024, the market share of the company's TBM products in domestic water conservancy and hydropower engineering is expected to exceed 60%, with an 85% market share in the pumped storage power station sector [1] Group 2: Regional Development - The water power projects in Southwest China typically feature high altitude, deep burial, and high ground stress, which presents unique challenges [1] - The company has launched its first full-face tunnel boring machine intelligent assembly line in collaboration with Sichuan Water Development Group, targeting high-end equipment needs in high latitude and high altitude areas [1] Group 3: Future Prospects - The company aims to continue the research and manufacturing of shield machines, TBMs, and specialized drilling and blasting equipment to support key projects in water conservancy, hydropower, and railways in regions like Western Sichuan and Tibet [1] - With the advancement of related major projects, the company's products are expected to see increased application [1]