Traction system: Era Electric is in a leading position
Release time:
2023-04-14
The electric traction transmission system is the power source of high-speed trains, equivalent to the "heart" of high-speed trains. Due to relatively high market barriers, the market was primarily occupied by domestic joint ventures of foreign companies such as Siemens and Alstom in the early stages.
The electric traction transmission system is the power source of high-speed trains, equivalent to the "heart" of high-speed trains. Due to relatively high market barriers, the market was primarily occupied by domestic joint ventures of foreign companies such as Siemens and Alstom in the early stages.
In recent years, through technology introduction and independent research and development, domestic enterprises such as CRRC Times Electric have made breakthroughs in the field of traction technology. Among them, traction motors have been domestically produced by Yongji and CSR Zhuzhou Electric, and traction auxiliary converters and traction transmission control systems have been domestically produced by Yongji and CSR Times Electric. As of now, CRRC Times Electric, a subsidiary of CRRC, has occupied 60% of the national market for urban rail vehicle traction systems, becoming an absolute leader in the industry. In addition, domestic enterprise Xinyu Rail Transit also has a market share of nearly 9%.
According to the China Industry Information Network, the current market size of urban rail transit in China is about ten billion yuan. In the future, with the gradual increase in the number of rail transit lines, a large number of high-end vibration inspection equipment, professional operators, and high-speed rail component inventory are required. The market size will continue to increase with the increase of urban rail vehicle ownership.
Zhejiang Securities pointed out that the early major high-speed rail lines have been in operation for more than 10 years and will enter the maintenance phase. The huge high-speed rail operation and maintenance market will benefit relevant companies, among which participants in the high-speed rail post market, such as Tianyi Shangjia and Shenzhou High Speed Rail, deserve special attention.
