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市場調査レポート

中国の鉄道用エアコン産業の分析

China Rail Transit Air-conditioner Industry Report, 2014-2015

発行 ResearchInChina 商品コード 333621
出版日 ページ情報 英文 70 Pages
納期: 即日から翌営業日
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中国の鉄道用エアコン産業の分析 China Rail Transit Air-conditioner Industry Report, 2014-2015
出版日: 2015年06月11日 ページ情報: 英文 70 Pages
概要

中国各地で現在、高速鉄道網の建設や、都市内部の鉄道交通 (地下鉄・市街電車) の整備が進められています。それに対応して、各種の鉄道車両 (機関車・客車、高速鉄道用電車、都市交通用電車など) の需要が拡大し、さらに鉄道車両に搭載するエアコンの需要も増加しています。2014年現在、中国国内の鉄道用エアコンの需要量は、機関車用が1,658台、電車用が1,030台、都市交通用が11,814台となっています。

当レポートでは、中国の鉄道車両用エアコンの市場について分析し、中国国内の鉄道交通網 (高速鉄道・都市鉄道など) および鉄道車両市場の現状や、鉄道車両用エアコンの需要量・生産規模、市場競争構造、今後の市場動向見通し、主要企業のプロファイル (企業構造、事業戦略、業績動向、競争力ほか) などを調査・推計しております。

第1章 中国の鉄道用エアコン産業の現状

  • 製品の定義と分類
    • 客車・機関車用エアコン (空調ユニット・シリーズ)
    • 高速鉄道車両用エアコン
    • 都市鉄道車両用エアコン
    • その他の車両用エアコン
  • 産業政策

第2章 中国の鉄道輸送業の発展

  • 中国の鉄道交通の動向
    • 現状
    • 鉄道への投資
    • 鉄道網の規模
  • 中国の高速鉄道の建設
    • 中国国内の高速鉄道の運行状況
    • 中国の高速鉄道建設計画
    • 建設中の主な高速鉄道プロジェクト
  • 都市鉄道交通の動向

第3章 中国の鉄道車両産業の発展

  • 機関車
  • 都市鉄道用車両
  • 高速鉄道用車両
    • 中国国内の高速鉄道用車両の市場需要
    • 幹線高速鉄道用車両の需要予測
    • 都市間鉄道用車両の需要予測

第4章 中国の鉄道車両用エアコン市場の現状

  • 需要量
    • 鉄道用エアコンの需要量
    • 都市鉄道用エアコンの需要量
    • 総需要
  • 生産能力
  • 競争環境
  • 市場規模の見通し

第5章 中国国内の主要な鉄道用エアコンメーカー

  • Shijiazhuang King Transportation Equipment Co., Ltd
    • プロファイル
    • 製品と市場シェア
    • 主要顧客
    • サービス・ネットワーク
    • 競争力
  • Shanghai Faiveley
  • Guangzhou Zhongche Railway Vehicles Equipment Joint-Stock
  • New United Group
  • New United Air-conditioning System (Jiangsu)
  • Merak Jinxin Air Conditioning Systems (Wuxi) Co. Ltd.
  • Songz Automobile Air Conditioning Co., Ltd.
  • Longertek Technology
  • Shanghai Cool-Air Transport Refrigeration Equipment Co., Ltd. (COOLTEK)

図表一覧

目次
Product Code: ZJF074

China's demand of rail transit vehicles for air conditioning comes mainly from three aspects-railway coaches and locomotives, high-speed EMUs, as well as urban rail transit (metro and light rail).

Railway coaches and locomotives: In 2014, when China's railway jumpstarted a comprehensive reform, including the attempt to introduce non-state capital to carry out railway construction and initiate railway development fund, China's full-year railway investment totaled RMB808.8 billion. In a long time to come, China's fixed investment into railways will keep steady growth, and China's policies for speeding up railway construction will also remain unchanged.

In 2014, the locomotive ownership in China amounted to 21,100 units, an increase of 261 units from a year ago. Among them, the number of high-power CRH locomotives reached 8,423 units, rising 1,406 units on a year-on-year basis. China's railway air-conditioning is mainly used in locomotive cabs and railway coaches. In 2014, the demand of locomotives for air conditioning units in China approximated 1,658 units.

High-speed EMUs: In 2014, the domestic EMU ownership reached 1,411 trains, equivalent to 13,696 units, with the vehicle ownership density being about 0.82 units/km, up from 0.75 units/km in 2013. In 2014, China's air conditioning unit demand from EMUs amounted to 1,030 sets or so.

As of the end of 2014, China's high-speed railway network of four vertical and four horizontal trunk lines had been largely completed. In 2015, the rail lines under construction involve Xuzhou-Lanzhou High-speed Railway, Qingdao-Taiyuan High-Speed Railway, Beijing-Harbin High-Speed Railway, Beijing-Guangzhou-Shenzhen-Hong Kong High-Speed Railway, as well as Shanghai-Kunming High-Speed Railway. In 2014, a total of 10 trunk railway lines to be improved and under development in western regions started construction, and additional 3 lines will start in 2015, all of which would be successively completed during 2018-2020. This will increase China's trunk line mileage, thereby expanding the demand for EMU air conditioning.

Urban rail transit (metro and light rail): As of the end of March 2015, there were a total of 39 cities that had been approved to construct urban rail transit lines. Among them, 90 subway lines from the said 22 cities had been put into operation, with a total mileage of 2,827 kilometers. Thus, this helped fuel China's demand for rail transit vehicles, which in turn expanded their demand for air-conditioning. In 2014, the market size of rail transit air-conditioning totaled about 11,814 sets.

As of the end of April 2015, the cities such as Luoyang, Hohhot, Xiangyang, Huainan, and Jiujiang were also mapping out the construction of urban rail transit. In future, an increasing number of medium-sized cities will construct rail transit, which would give an impetus to air conditioning demand in this respect.

In terms of overall market segments, China's demand for rail transit air-conditioning will come mainly from high-speed EMUs and urban rail transit. By contrast, the demand from railway coaches and locomotives will decline to some extent.

From the perspective of rail transit air-conditioning manufacturers, with high production qualification requirements (must obtain products test certificates and operational reports), China's rail transit air-conditioning unit manufacturers mainly include Shijiazhuang King Transportation Equipment, ZRJC, and Shanghai Faiveley.

As the technical partner of Mitsubishi Electric, Shijiazhuang King Transportation Equipment has an annual capacity of around 12,000 sets of rail transit air-conditioning units. Its major clients consist of CRRC, Mitsubishi, Alston, and Bombardier, etc. ZRJC mainly manufactures special air conditioning for locomotives, with its products widely used in railway coaches, subway, and other rail transit vehicles, which therefore has great advantages in locomotive air conditioning. Its major customers include CRRC, Siemens, and Alston, etc, Shanghai Faiveley Rail Vehicle Equipment Co., Ltd. is mainly engaged in production of air conditioning units for urban rail transit and coaches, with its technologies from its parent company-Shanghai Faiveley Group. Its major clients are comprised of CRRC and Bombardier.

China Rail Transit Air-conditioner Industry Report, 2014-2015 mainly focuses on the following:

  • Status quo of China's rail transit air-conditioning industry, including definition and classification, applications, and policies and regulations, etc.;
  • China's rail transit market, including development, investment scale, railroad network planning, etc. of China's railway transportation and urban mass transit;
  • China's rail transit vehicle market, including ownership and market demand of locomotives, urban rail, and high-speed EMUs;
  • China's rail transit air-conditioning market, including market demand, capacity, competitive landscape, and market forecast, etc;
  • Profile, financials, main products, R&D, and technical characteristics of 8 major rail transit air-conditioning manufacturers, including Shijiazhuang King Transportation Equipment, ZRJC, Shanghai Faiveley, New United Group, Merak Jinxin, Songz, Longertek Technology, and COOLTEK.

Table of Contents

1. Status Quo of China's Rail Transit Air-Conditioning Industry

  • 1.1 Product Definition and Classification
    • 1.1.1 Air-conditioning Unit Series for Railway Coaches and Locomotives
    • 1.1.2 Air-conditioning Unit Series for High-speed EMUs
    • 1.1.3 Air-conditioning Unit Series for Urban Rail Vehicles
    • 1.1.4 Air-conditioning Unit Series for Other Vehicles
  • 1.2 Industry Policies

2.Development of China's Rail Transit Industry

  • 2.1 Development of China's Railway Transportation
    • 2.1.1 Status Quo
    • 2.1.2 Railway Investment
    • 2.1.3 Railway Network Size
  • 2.2 Development of China's High-speed Rail
    • 2.2.1 Operation of China's High-speed Rail
    • 2.2.2 Construction Plan for China's High-speed Rail
    • 2.2.3 China's Major High-speed Rail Projects under Construction
  • 2.3 Development of Urban Rail Transit

3. Development of China's Rail Vehicle Industry

  • 3.1 Locomotive
  • 3.2 Urban Rail Transit Vehicles
  • 3.3 High-speed Rail Vehicles
    • 3.3.1 Market Demand for High-speed Rail Vehicles in China
    • 3.3.2 Demand Forecast for High-speed Rail Trunk Line Vehicles in China
    • 3.3.3 Demand Forecast for Inter-city Rail Vehicles in China

4. Situation of Rail Vehicle Air-Conditioning Market in China

  • 4.1 Demand
    • 4.1.1 Railway Air-conditioning Demand
    • 4.1.2 Urban Rail Transit Air-conditioning Demand
    • 4.1.3 Total Demand
  • 4.2 Capacity
  • 4.3 Competitive Landscape
  • 4.4 Market Size Anticipation

5. Major Chinese Rail Transit Air-conditioning Manufacturers

  • 5.1 Shijiazhuang King Transportation Equipment Co., Ltd
    • 5.1.1 Profile
    • 5.1.2 Product and Market Shares
    • 5.1.3 Major Clients
    • 5.1.4 Service Network
    • 5.1.5 Competitive Edge
  • 5.2 Shanghai Faiveley
    • 5.2.1 Profile
    • 5.2.2 Operation
    • 5.2.3 Revenue Structure
    • 5.2.4 Shanghai Faiveley Rail Vehicle Equipment Co., Ltd.
    • 5.2.5 Competitive Edge
  • 5.3 Guangzhou Zhongche Railway Vehicles Equipment Joint-Stock
    • 5.3.1 Profile
    • 5.3.2 Product and Market Shares
    • 5.3.3 Operation
    • 5.3.4 Competitive Edge
    • 5.3.5 Subsidiaries
  • 5.4 New United Group
    • 5.4.1 Profile
    • 5.4.2 Operation
    • 5.4.3 Revenue Structure
    • 5.4.4 Gross Margin
    • 5.4.5 New United Air-conditioning System (Jiangsu)
    • 5.4.6 Product and Market Shares
    • 5.4.7 Production and Sales
    • 5.4.8 Competitive Edge
  • 5.5 Merak Jinxin Air Conditioning Systems (Wuxi) Co. Ltd.
    • 5.5.1 Profile
    • 5.5.2 Main Products
    • 5.5.3 Operation
    • 5.5.4 Competitive Edge
  • 5.6 Songz Automobile Air Conditioning Co., Ltd.
    • 5.6.1 Profile
    • 5.6.2 Operation
    • 5.6.3 Revenue Structure
    • 5.6.4 Gross Margin
    • 5.6.5 Main Rail Transit Air Conditioning Products
    • 5.6.6 Development of Rail Transit Air Conditioning Business
  • 5.7 Longertek Technology
    • 5.7.1 Profile
    • 5.7.2 Main Products
  • 5.8 Shanghai Cool-Air Transport Refrigeration Equipment Co., Ltd. (COOLTEK)
    • 5.8.1 Profile
    • 5.8.2 Main Products

Selected Charts

  • Air Conditioning Installation for Major EMUs in China
  • Total Converted Turnover of China's Railways, 2008-2014
  • Passenger and Freight Traffic Volume of China's Railways, 2010-2014
  • Fixed-asset Investment in China's Railways, 2006-2015
  • Fixed-asset Investment Structure for China's Railways, 2011-2014
  • Locomotive Purchase Investment of China's Railways, 2006-2014
  • China's Railway Investment in Central and Western Regions, 2011-2015
  • Length of Railways in Operation in China, 2006-2015
  • Operating Mileage of New Railway Lines in China, 2006-2014
  • Electrified Railway Mileage in China, 2010-2014
  • Length of High-speed Railways in Operation in China,2010-2014
  • Route and Mileage of High-speed Railways in Operation in China, as of the End of 2014
  • Plan for Constructing High-speed Railway Lines in China, 2020
  • High-speed Railway Lines to be into Operation, 2015-2020
  • Chinese Cities Approved to Construct Urban Rail Transit as of March 2015
  • Urban Rail Transit Lines in Operation in Major Chinese Cities at the End of March 2015
  • Operating Mileage of China's Urban Rail Transit, 2008-2014
  • China's Locomotive Ownership, 2007-2014
  • China's Locomotive Structure, 2007-2015
  • China's Railway Locomotive Output, 2006-2015
  • China's Subway Vehicle Ownership, 2011-2015
  • China's Subway Vehicle Ownership, 2015-2020E
  • High-speed Railway Vehicle Ownership Density in Major Countries
  • Major High-speed Railway Trunk Line Projects under Construction in China, 2015
  • Intercity High-speed Railways Proposed and under Construction in China, 2015
  • Added Market Demand for Intercity High-speed EMUs in China, 2015-2020E
  • Demand Trend in Locomotive Air-conditioning in China, 2009-2014
  • Demand Trend in Air-conditioning for Railway Coaches in China, 2009-2014
  • Increment in EMU Ownership in China, 2007-2014
  • Trend in Urban Rail Transit Ownership in China, 2010-2014
  • Demand Distribution of Rail Transit Air-conditioning in China, 2010-2014
  • Capacity of Major Domestic Rail Transit Air-conditioning Manufacturers, 2014
  • Major Domestic Rail Transit Air-conditioning Manufacturers and Their Partners
  • Market Size of Rail Transit Air-conditioning in China, 2015-2020E
  • Models and Application of Air-conditioning Products for Main Rail Transit Vehicles of Shijiazhuang King Transportation Equipment
  • List of Air-conditioning for Light Railway of Shijiazhuang King Transportation Equipment
  • Performance Index of Air-conditioning Units for Subway Vehicle Compartment of Shijiazhuang King Transportation Equipment
  • Air-conditioning Units for Subway Vehicle Driver's Cab of Shijiazhuang King Transportation Equipment
  • Performance Index of Air-conditioning Units for Railway Coaches of Shijiazhuang King Transportation Equipment
  • Performance Index of Air-conditioning Units for Locomotive Driver's Cab of Shijiazhuang King Transportation Equipment
  • Performance Index of Air-conditioning Units for High-speed Trains of Shijiazhuang King Transportation Equipment
  • Performance Index of Air-conditioning Units for Other Vehicles of Shijiazhuang King Transportation Equipment
  • Major Domestic and Foreign Clients of Shijiazhuang King Transportation Equipment
  • Domestic Service Centers of Shijiazhuang King Transportation Equipment
  • Overseas Service Centers of Shijiazhuang King Transportation Equipment
  • Shanghai Faiveley's Orders, FY2010-FY2015
  • Shanghai Faiveley's Revenue and Operating Income, FY2014-FY2015
  • Shanghai Faiveley's Revenue by Region/Business, FY2014-FY2015
  • ZRJC's Air Conditioning Units for Railway Coaches
  • ZRJC's Air Conditioning Units for Railway Coaches (Double-deck)
  • ZRJC's Split-type Air-conditioning Units for Railway Coaches
  • ZRJC's Locomotive Air-conditioning Units
  • ZRJC's Air-conditioning Units for Urban Rail Vehicles
  • ZRJC's Air-conditioning Units for Qinghai-Tibet Railway Vehicles
  • ZRJC's Air-conditioning Units for Railway Air-conditioned Power Generator Cars and Baggage Cars
  • ZRJC's Major Holding Subsidiaries
  • Revenue and Net Income of New United Group, 2011-2014
  • Revenue Structure of New United Group by Segment, 2011-2014
  • Gross Profit and Gross Margin of New United Group, 2011-2014
  • Air-conditioning Revenue and Gross Margin of New United Group, 2011-2014
  • Major Train Air-conditioning Products of New United Group
  • New United Group's Air-conditioning Equipment Capacity, Output, and Sales Volume, 2011-2014
  • New United Group's Partners
  • Performance List of Merak-Jinxin
  • Number of Employees of Songz, 2010-2014
  • Songz's Revenue and Net Income, 2010-2014
  • Songz's Revenue Structure by Product, 2010-2014
  • Songz's Revenue Structure by Region, 2010-2014
  • Songz's Gross Margin by Product, 2010-2014
  • Songz's Major Air-conditioning Equipment for Subway Vehicles
  • Songz's Major Air-conditioning Equipment for Railway Coaches
  • Songz's Planning to Introduce Strategic Investors into Rail Transit Air-conditioning Business
  • Longertek Technology's Major Urban Rail Transit Vehicle Air-conditioning
  • Longertek Technology's General Air Conditioning Units for Major Locomotives
  • Longertek Technology's Ultra-thin Air Conditioning Units for Major Locomotives
  • Longertek Technology's SIEMENS DJ-1 Air Conditioning Units for Electric Locomotives
  • COOLTEK's Major Urban Rail Transit Vehicle Air-conditioning
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