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川渝轨道交通跨越式发展进行时 上市公司实干赴新程
Quan Jing Wang·2025-10-27 03:28

Group 1 - The current railway operating mileage in Chongqing has reached 3,130 kilometers, with high-speed rail mileage at 1,356 kilometers, an increase of 517 kilometers or 62% compared to the end of the 13th Five-Year Plan [1] - By 2027, four new high-speed rail lines are expected to be completed, including Chengdu-Chongqing, Chongqing-West, Chongqing-Wanzhou, and Chengdu-Dazhou-Wanzhou [1] - The Chengdu-Chongqing high-speed rail line is a crucial part of China's "Eight Vertical and Eight Horizontal" high-speed rail network and will reduce travel time between the two cities to 50 minutes [1] Group 2 - Wangbian Electric (603191) upgraded its power distribution and control equipment business through strategic acquisition, gaining a significant market share in railway electrification traction transformers [2] - Jiao Da Tie Fa (920027) specializes in the R&D, production, and sales of intelligent products and equipment for rail transit, participating in major projects like the Sichuan-Tibet Railway and Jakarta-Bandung High-Speed Railway [2] - New筑股份 (002480) is recognized for having the most comprehensive product certification in the bridge component industry, achieving high-level domestic substitution with its large displacement bridge expansion devices [2] - Silicon Treasure Technology (300019) produces silicone sealants for high-speed rail design, known for excellent adhesion to concrete [2] - Yunda Technology (300440) supplies products to all railway bureaus and major urban rail transit operators, with its high-speed train simulation training equipment being exported overseas [2] Group 3 - Tangyuan Electric (300789) provides traction power supply, engineering, and monitoring systems to 18 railway bureaus and over 40 metro companies [3] - Shangwei Co., Ltd. (603333) supplies general electric wire and cable products for metro projects in over 30 cities, including Beijing and Shanghai, as well as various railway projects [3]