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China, Laos and Thailand join high-speed rail link components of concern

    Seventh World Conference of news disclose high-speed railway, China, Laos, Thailand has signed a cooperation agreement,cast bronze linking China, Laos, Thailand, high-speed railway will be 2015.
    With the rapid development of high-speed railway in China, high-speed rail stocks have gradually attention has been paid, bronze bushing to each of the following analysis.

    China High Speed Rail.

    Link class of raw materials.

    Construction machinery, bridges, tunnels, special steel, cement, electricity, building materials companies will directly benefit their business cycle and long, the band is small, this type of business to China Railway Group (601390),dry bushing China Railway Construction (601,186), plain bearing China Railway Bureau (600 528), the tunnel shares (600,820), Xuzhou Construction Machinery (000425), Sany Heavy Industry (600031), etc. are typical examples.

    Mechanical aspects of vehicle classes.

    China railway locomotive manufacturing joint monopoly market share of 95% of China South Locomotive (601,766) and CNR is the theme of choice for high-speed rail targets north of the international (000 065) also has the advantage of fully.

    Infrastructure aspects of class.

    Including a monopoly of iron,sleeve bushing iron construction, and the Guangdong water (002,060) shares with the tunnel. Recently the State Council approved the subway and intercity trains on the project,DU bushing the Guangdong water and the tunnel is expected to win a share of stock.
    Component part of class.

    Magicstor (000,920), Northern Venture (600967), Hunan Electric shares (600,416), Jinxi Axle (600,495), Northwest Bearing (000595), Pegasus shares (002,122), the Air Heavy Industries (600765), Longxi Share (600,592), TISCO stainless steel (000,825), Taiyuan Heavy Industry (600169) and other companies directly involved in motorcycle and auto parts manufacturing,bushing these companies still face a larger space for development; Wolong Electric (600580)

    Class Information link electronic devices.

    East NC Main listed companies (002,248), Shenyang Machine Tool (000410), Qinchuan development (000,837), East power transmission (002164), Gem Industries (601 002), Time Technology (000611), Times New Materials (600 458), brilliant technology (002,296), Invengo (002,161) of the huge space for development.

    Railway operations and logistics aspects of class.

    Guangzhou-Shenzhen Railway (601333), Kwok-hang Railway (000,594), Citroen Logistics (600 125), Shen Tong MTR (600,834),brass bushing the storage shares (600,787), etc. in large value-added logistics services within the system has great potential. Especially Citroen logistics,Mould guide plate so the reservoir has a large share of the leading rail freight companies, the future relying on the transport hub, is also expected to enhance the business of radiation clearer. High-speed rail to the stakeholders involved in a wide range,plasic bushing many related industries will benefit.

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