2.5小时到上海！ 上海-深圳-广州磁悬浮计划中暴露的概念股有哪些？ _东方财富网

原标题：2.5小时到上海！ 沪深广州磁悬浮计划已经曝光。 什么是概念股？

概括

[25hourstoShanghai!WhataretheconceptstocksexposedintheShanghai-Shenzhen-GuangzhouMaglevplan?AccordingtotheShenzhenSpecialZoneNewstheGuangdongProvincialDepartmentofNaturalResourcesrecentlyannouncedthepreliminaryresultsofthe”GuangdongLandandSpacePlanning”(2020-2035)andconductedaone-monthpublicconsultationThe”Plan”focusesonthenewpatternofregionaldevelopmentof”onecoreonebeltandonedistrict”comprehensivelybuildsasafeprosperousharmoniousandbeautifulhigh-qualitylandandproposestheoverallpatternandarrangementoftheprovince’slandspacedevelopmentandprotectioninthenext15years(DailyEconomicNews)

The Shanghai-Shenzhen-Guangzhou maglev plan is on the hot search! From Shenzhen to Shanghai will only take 2.5 hours.

　　Shanghai, Shenzhen and Guangzhou maglev plan exposed

According to the Shenzhen Special Zone News, the Department of Natural Resources of Guangdong Province recently announced the preliminary results of the “Guangdong Land and Space Planning” (2020-2035) (referred to as the “Plan”), and a one-month periodpublicadvisory. “Planning” focuses on “one core, one belt and one district”Regional DevelopmentA new pattern to build a safe, prosperous, harmonious and beautiful highqualityLand, put forward the overall pattern and arrangement of the province’s land space development and protection in the next 15 years.

It is worth mentioning that this is the first time Guangdong has proposed to reserve the Shanghai (Shenzhen)-Guangzhou high-speed magnetic levitation channel. Shenzhen is about 1,500 kilometers from Shanghai. If the speed is 600 kilometers per hour, it will take about 2.5 hours to communicate with Shenzhen and Shanghai. Shenzhen is about 2,200 kilometers from Beijing. If you take the Beijing-Hong Kong-Macao high-speed magnetic levitation, you can reach Beijing in about 3.6 hours, which is more than half the time than the high-speed rail.

The “Planning” proposes that by 2035, the province’s permanent population will be 130 million people.Urbanization levelAbout 80%, five modern metropolitan areas will be constructed, including Guangzhou Metropolitan Circle, Shenzhen Metropolitan Circle, Pearl River Estuary West Coast Metropolitan Circle, Shanchaojie Metropolitan Circle, and Zhanmao Metropolitan Circle.At the same time set aside six importanttrafficCorridors, including Beijing-Hong Kong-Macao high-speed magnetic levitation, Shanghai (Shenzhen)-Guangzhou high-speed magnetic levitation. This is also the first time that Guangdong has clearly proposed the concept of two large magnetic levitation high-speed channels.

As soon as the news came out, it rushedWeiboHot search!

　　The 600 kilometers per hour high-speed maglev test prototype has been successfully tested last year

In 2019, high-speed maglev, as a key cutting-edge technology, was included in the National Outline for Building a Powerful Transportation Country.

The Guidance on Promoting the Construction of New Infrastructure in the Transport Sector issued by the Ministry of Transport on August 6, 2020opinion“It is proposed to develop intelligent high-speed EMUs, and carry out the development and testing of high-speed maglev trains with a speed of 600 kilometers per hour and high-speed wheel-rail passenger trains with a speed of 400 kilometers per hour.

According to Qingdao Daily report last year, on June 21, 2020, CRRCSifang sharesthe companyThe 600-kilometer-per-hour high-speed maglev test prototype undertaking the development was successfully tested on the maglev test line of Tongji University in Shanghai. This marks an important new breakthrough in my country’s high-speed maglev research and development.

The development of a high-speed maglev transportation system with a speed of 600 kilometers per hour is a key special subject of the “Advanced Rail Transit” of the National Key Research and Development Program of the Ministry of Science and Technology.Since the project was launched in July 2016, after nearly four years of scientific and technological research, the projectteamBreak through the key core technology of the high-speed maglev series, and successfully developed a test prototype. After ground commissioning and static tests, the vehicle entered the line dynamic operation test for the first time.

The success of this test run marks an important new breakthrough in my country’s high-speed maglev R&D and also provides important technical support for the subsequent development and optimization of high-speed maglev engineering prototype vehicles. According to reports, the 600 kilometers per hour high-speed maglev project prototype is expected to roll off the assembly line at the end of 2020. In 2021, a full set of high-speed maglev technology and engineering capabilities will be formed.After having the engineering capability, it can be mass-produced and investedbusinessrun.

Since 2019, many large urban agglomerations such as Guangdong, Hong Kong and Macao, the Yangtze River Delta, Chengdu-Chongqing, and Shandong Peninsula have incorporated high-speed maglev transportation into their overall planning. This means that the high-speed maglev train with a speed of 600 kilometers per hour developed by Qingdao may enter the practical application stage early in the process of urban agglomeration construction that China vigorously promotes.

　　Are these maglev concept stocks flying again?

From the perspective of maglev stocks, the following stocks have the highest correlation with maglev.

some of,Xinzhu sharesIn May 2018, it signed the “Embedded Medium and Low Speed ​​Maglev Rail Transit System with China Railway Second CourtstrategyCooperation Agreement” to jointly promote the introduction, digestion, absorption and re-innovation of embedded low- and medium-speed maglev transportation system technologyjobs. On June 5 of that year,Company AnnouncementIt is planned to invest 680 million yuan to build a 4.5-kilometer-long built-in low- and medium-speed maglev comprehensive test line and related supporting facilities in Tianfu New District, Xinjin County, Chengdu, with a designed maximum speed of 200 km/h.

　　The Pacific OceanSecurities sorted out three main lines of investment.

First, design and constructionenterprise. The “14th Five-Year Plan” and the “transportation power” continue to make efforts, and the trend of long-term high prosperity in the future rail transit construction has been relatively determined. Related subject matter,China Railway Construction、China Railway。

Second, vibration reduction and noise reductionproduct.Such products are mainly based on the requirements of environmental protection and noise reduction, and are used forUrban rail transitIn the rail transit field, which is dominated by intercity rail transit, as environmental protection noise reduction standards have become stricter, the penetration rate has gradually increased. The current application rate has increased from less than 10% to 40-70%; due to the application in the entire life cycle of rail transit In the last 1-2 years, it lags behind the rail transit approval and construction period, and is currently in a rapid release period. Related subject matter,Tiantie、Times New Material、Iron track。

Third, buildings under the guidance of urban rail +TOD are used for seismic isolation.my countryUrbanizationThe progress is fast, and the traffic jams andlandThe scarcity of resources has plagued more and more cities. The TOD model originated from the United States was introduced into China. As of the end of 2019, nearly half of the 40 cities with urban rail transit have issued TOD related plans. At the same time,subwayThe properties on the upper cover or along the rail transit are affected by the vibration caused by the underpass of the subway, so they have the functional requirements for building seismic isolation. Related subject matter,Zhenan Technology、Tiantie，Times New Material。

In addition, as the operating mileage of national railways and urban rails increases year by year, operating vehiclesOwnershipRepeatedly hit new highs, after rail transitmarketEnter the golden development period.

According to the previous report of Guosheng Securities, my country is currently the country with the largest number of medium and low-speed maglev lines and the longest mileage among all countries in the world.Although Japan and Germany are technologically advanced, they have not been able to getindustryVerification.Track constructionChina Railway Construction、China RailwayAs a representative, after the completion and operation of Changsha Maglev Express,China Railway ConstructionIn order to speed up the construction of maglev, a fully funded China Railway Maglev Transportation Investment and Construction Co., Ltd. was established in October 2016. For the whole vehicle,CRRCThe technical advantage on the maglev train is obvious,China Railway ConstructionSpecially establishedChina Railway ConstructionHeavy Industry Group Co., Ltd. entered this field.

(Source: Daily Economic News)

(Editor in charge: DF524)