PCI-STCL(SH:600728) Zheng Quan Shi Bao Wang·2025-11-15 05:07Core Viewpoint - The collaboration between Jiadu Technology, Siemens, and Industrial Control International marks a significant step in establishing a joint venture for rail transit signal systems, transitioning from strategic planning to project implementation [1][2]. Group 1: Joint Venture Establishment - A joint venture for rail transit signal systems will be established in Huangpu District, Guangzhou, aimed at localizing Siemens' signal technology to meet national requirements for domestic production and innovation [1][2]. - The partnership is seen as a model for strategic cooperation among state-owned, private, and foreign enterprises, with the local government providing strong support for rapid project execution and efficient operations [1][3]. Group 2: Market and Technology Development - The collaboration will leverage Siemens' leading signal system technology to create digital applications tailored for the Chinese market, aiming to help Guangzhou's rail transit industry reach a trillion-level cluster target [2]. - The joint venture will adopt a dual approach of new line construction and existing line renovation to accelerate the localization of Siemens' signal technology in China, addressing gaps in Guangzhou's high-end signal system industry [2]. Group 3: Strategic Goals and Ecosystem Building - Jiadu Technology plans to utilize its strengths in engineering implementation, system integration, and technology research to advance the digital and intelligent transformation of signal systems [2]. - Siemens will share methodologies and tools with the joint venture, focusing on local talent development and building a partner ecosystem, with the goal of creating demonstration projects that serve the Greater Bay Area and extend nationwide [2][3].