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前8个月国家铁路发送货物26.83亿吨 同比增长3.5%
Zheng Quan Ri Bao· 2025-09-16 16:06
9月16日,《证券日报》记者从中国国家铁路集团有限公司(以下简称"国铁集团")获悉,今年1月份至8 月份,国家铁路累计发送货物26.83亿吨,日均装车18.4万车,同比分别增长3.5%、4.3%,铁路物流效 率和品质持续提升,为我国经济持续回升向好提供了可靠运输保障。 三是跨境货物运输稳定畅通。与国内海关部门、境外铁路部门加强沟通协调,推动"数字口岸"建设,提 升口岸运输效率和通关便利化程度,中欧班列、中亚班列、西部陆海新通道班列、中老铁路跨境货物列 车保持稳定开行,跨境运输高效畅通,有力促进了国际经贸往来。 国铁集团货运部负责人表示,下一步,国铁集团将聚焦降低全社会物流成本,加快推进铁路现代物流体 系建设,坚持以市场需求为导向,打造有竞争力的铁路物流产品,助力降低全社会物流成本,为国民经 济平稳运行提供可靠运输保障。 据国铁集团货运部负责人介绍,今年以来,铁路部门认真贯彻落实党中央、国务院关于加快现代物流体 系建设、降低全社会物流成本的部署要求,持续深化货运市场化改革,优化物流产品供给,提升货运能 力和服务品质,确保国民经济大动脉安全畅通高效。 一是铁路物流产品供给提质增效。紧密对接市场需求,积极融入企业供 ...
1-7月国家铁路发送煤炭11.96亿吨
Zhong Guo Xin Wen Wang· 2025-08-19 01:42
Core Insights - The national railway has effectively supported the smooth operation of the domestic and international dual circulation by transporting 2.331 billion tons of goods from January to July, with a year-on-year increase of 3.3% [1] - The railway sector has focused on enhancing logistics service quality and ensuring efficient freight transport, which is crucial for economic stability [1][2] Group 1: Freight Transport Performance - The national railway's daily average loading reached 183,300 cars, marking a year-on-year increase of 4.1% [1] - Coal transportation accounted for 1.196 billion tons, with 816 million tons being electric coal, ensuring high stock levels for power plants [1] - The transportation of construction materials, smelting materials, and grain increased by 13.6%, 8.2%, and 12.7% respectively [1] Group 2: Logistics Service Quality Improvement - The railway has signed logistics contracts totaling 1.275 billion tons in the first seven months, promoting the shift of bulk cargo transport from road to rail [2] - The introduction of 60 multimodal transport "one order" product lines on the railway 95306 platform has facilitated the shipment of 9.76 million TEUs of rail-water intermodal containers, a year-on-year increase of 17.1% [2] - The total credit granted to customers through logistics financial services reached 21.41 billion yuan, supporting the development of the real economy [2] Group 3: Cross-Border Transport Stability - Enhanced communication with domestic customs and foreign railway departments has improved the efficiency and convenience of cross-border transport [2] - The China-Europe Railway Express maintained stable operations, while the Central Asia Railway Express operated 8,526 trains, reflecting a year-on-year growth of 23.2% [2] - The China-Laos Railway transported 3.441 million tons of cross-border goods, a year-on-year increase of 6.4%, promoting international trade [2] Group 4: Future Initiatives - The national railway group plans to accelerate the construction of a modern logistics system and deepen market-oriented reforms in railway freight [2] - Efforts will focus on optimizing logistics product supply and enhancing service quality and efficiency to lower overall logistics costs [2]
申万宏源:5月铁路固投加速 客货运量保持高景气
智通财经网· 2025-06-24 07:35
Core Insights - The report from Shenwan Hongyuan indicates that from January to May, the national railway fixed asset investment reached 242.1 billion yuan, a year-on-year increase of 5.9% [1] - In May alone, railway fixed asset investment accelerated to 47.4 billion yuan, up 8.72% year-on-year, surpassing the growth rate for the first five months [1] - The "14th Five-Year Plan" aims for a national railway operating mileage of 165,000 kilometers by 2025, with high-speed rail reaching 50,000 kilometers, indicating significant future investment in new lines [3] Investment and Demand - The railway passenger volume in May was 406 million trips, a year-on-year increase of 12.6%, while freight volume reached 440 million tons, up 0.7% [2] - From January to May, coal transportation by rail totaled 845 million tons, with electric coal accounting for 575 million tons, indicating strong demand for coal transport [2] - The railway sector is actively promoting logistics services and has signed 655 logistics contracts in the first five months, with a total transport volume of 979 million tons [2] Equipment and Maintenance - The railway equipment sector is expected to remain a highly certain investment direction, with significant demand for maintenance and updates of trains, locomotives, and signaling equipment [3] - The upcoming peak in railway operations and major maintenance years in 2025 further solidifies the investment outlook for vehicle and equipment suppliers [4] Recommended Companies - Key suppliers in the vehicle and equipment sector include CRRC Corporation Limited (601766.SH), Sensing Technology (603508.SH), and others focused on traction systems, signaling, and noise reduction components [4]
“散改集”助力铁路货运连续增长 前4月国家铁路发送货物同比增长3.51%
Group 1: Railway Freight Transport - In the first four months, national railway freight volume reached 1.681 billion tons, a year-on-year increase of 2.00%, with April's volume at 428 million tons, up 4.91% [1] - The China National Railway Group reported a freight volume of 1.298 billion tons in the same period, growing by 3.51%, with April's volume at 328 million tons, increasing by 5.12% [1] - Daily loading of national railways averaged 180,000 cars, a year-on-year increase of 4.7%, with coal transport reaching 672 million tons, including 464 million tons of electricity coal [1] Group 2: Logistics and Intermodal Transport - The railway sector is focusing on logistics total package services, promoting the shift of bulk cargo transport from road to rail, with 114 new logistics contracts signed in April, representing a 159% increase [1] - The "95306" platform allows for the acceptance of full logistics services for intermodal transport, facilitating a single settlement for rail and water transport fees [2] - The Daqin Railway's cargo transport volume showed signs of recovery, with a total of 123 million tons transported in the first four months, a decrease of 4.05%, but April saw a 0.99% increase [2] Group 3: Cross-Border Transport - In the first four months, the China-Europe Railway Express operated 6,042 trains, a decrease of 2.3%, but the decline rate is narrowing compared to the previous quarter [2] - The Central Asia Railway Express operated 4,725 trains, a year-on-year increase of 21.2%, while the China-Laos Railway sent 197,600 tons of cross-border goods, up 7.6% [3] Group 4: Passenger Transport - National railway passenger volume reached 1.456 billion people in the first four months, a year-on-year increase of 5.90%, with April's volume at 382 million, up 6.01% [3] - Daily passenger train operations averaged 11,200 trains in April, a year-on-year increase of 7.1% [3] - Cross-border passenger transport saw significant growth, with the Guangzhou-Shenzhen-Hong Kong high-speed rail sending 10.172 million cross-border passengers, up 14.7% [3]