Daqin Railway(SH:601006) Ren Min Ri Bao·2026-02-10 22:01Core Viewpoint - The Daqin Railway has become a vital artery for coal transportation in China, achieving significant advancements in efficiency and technology, transforming from a traditional transport service to a comprehensive logistics service provider [2][10]. Group 1: Historical Context and Current Operations - The Daqin Railway, opened in December 1992, has transported over 9 billion tons of cargo, setting a world record for a single railway line [2]. - It plays a crucial role in the "West Coal East Transport" initiative, with daily coal transport exceeding 1 million tons and over 90 trains operating daily [4]. - The railway has continuously improved its operational metrics, serving over 300 major power plants and 6,000 enterprises [4]. Group 2: Technological Advancements - The introduction of intelligent systems has significantly enhanced operational efficiency, with inspection efficiency improving nearly fivefold due to automated fault detection [4][5]. - The Daqin Railway has implemented a wireless synchronous control system for heavy-load trains, ensuring precise command synchronization and operational stability [7]. - Recent advancements include the development of an auxiliary driving system that learns from experienced drivers, improving operational precision and reducing labor intensity [8]. Group 3: Transformation into a Logistics Service Provider - The Daqin Railway is evolving from a mere transport provider to a comprehensive logistics service provider, integrating resources and designing cost-effective solutions for clients [11]. - The establishment of the Datong Railway Logistics Center marks a shift in focus, with the center facilitating over 6 million tons of transport agreements [11]. - The logistics center has developed a pricing analysis platform that utilizes dynamic data models to optimize logistics costs, enhancing decision-making for clients [12]. Group 4: Market Dynamics and Future Outlook - The logistics center's total package business volume has increased from 2.7% to 23.3% of total freight volume within a year, indicating a growing market presence [13]. - The Daqin Railway aims to continue its role as a reliable and efficient energy transportation network, leveraging technological advancements and market reforms to enhance competitiveness [13].