PCI-STCL(SH:600728) Zheng Quan Ri Bao·2025-11-16 11:08Core Insights - The collaboration between Jiadu Technology, Siemens, and Industrial Control International aims to establish an international-level joint venture platform for urban rail signaling systems in Guangzhou, marking a significant step in enhancing Guangzhou's position as a global hub for rail transit technology innovation [2][3]. Group 1: Strategic Importance - Urban rail transit is a strategic industry cluster for Guangzhou, which is positioned as a core engine of the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on high-end and intelligent development in the rail transit sector [2]. - The partnership leverages the strengths of all three parties to support Guangzhou's strategy of prioritizing industry and manufacturing, facilitating the city's elevation in global industrial chains [2][3]. Group 2: Technological Development - The joint venture will utilize Siemens' leading signaling technology to create a digital application model tailored for the Chinese market, integrating local industrial resources to help Guangzhou's rail transit industry reach a trillion-level cluster target [2][3]. - Jiadu Technology plans to accelerate the digitalization and intelligence of key scenarios through its expertise in smart rail transit engineering, system integration, and technology research and development [3]. Group 3: Market Expansion - The joint venture will adopt a dual approach of new line construction and existing line renovation to expedite the localization of Siemens' signaling technology in China [3]. - Siemens will share its methodologies and tools with the joint venture, promoting local talent development and building a partner ecosystem in Guangzhou, aiming to create demonstration projects that serve the Greater Bay Area and extend nationwide [3]. Group 4: Collaborative Framework - Industrial Control International emphasizes the importance of open cooperation and mutual benefits, aiming to deepen practical collaboration in technology innovation, industrial support, market expansion, and capital operations [4]. - The collaboration seeks to strengthen the industrial chain through a coordinated mechanism involving state-owned enterprises, private enterprises, and multinational leaders, enhancing upstream and downstream synergy to seize market opportunities [4].