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摩根斯坦利:中国高铁如何赚钱

已有 83495 次阅读2011-5-30 13:55 |个人分类:旅游策划|系统分类:公关传播

原标题:如何使人类历史上最大的交通基础设施项目赚钱

原作者:Mamta Badkar 译者: Jackielee  2011-5-29

中国的高铁网络总里程将达3万公里,连接250个城市和地区,辐射区域人口达7亿,势必会对整个国家产生巨大的经济影响。

在一份新出炉的报告中,把中国高铁网络描述为人类历史上规模最大的交通设施项目的摩根斯坦利,对中国高铁的发展做了简要概述,并预计其将对经济的方方面面产生影响。

近期来看,凡参与高铁建设的公司将从中获利。从中期来看,休闲产业和地产业,如国家级的开发商万科集团和龙湖地产将受益于该项目。从长期来看,消费必需品的经销商、零售商和可选消费品行业,如旺旺控股集团、百胜餐饮集团和安踏体育,也将会因高铁获利。

  1. 据彭博社报道,中国计划投资的2万亿元人民币(折合3千亿美元)将在2012年前全部落实到位。 

  2. 高铁网络的建设预计将再持续10年。而未来10年建成的高铁网络所覆盖的城市中超过一半将在2013年之前实现通车。

  3. 高铁某区间的一等座票价为每张233元,比目前的一等票价要高56%。基于票价的预计,每年每千公里的收入将达65亿元人民币。

  4. 中国的地域差别是全球最为明显的。铁路网络预计将到达欠发达的内陆和西部地区。最显著的影响就是大都市圈,即超级城市群,的建立。

  5. 新兴的高铁枢纽城市,如杭州、贵阳和石家庄等,在未来十年将比国内其他地区的经济增长优势更大,速度更快。

原文阅读:

China’s high-speed rail system (HSR), which will span 30,000 kilometers and connect 250 cities and regions with a population of 700 million, will have huge economic implications for the country.

In a new report, Morgan Stanley -- which describes this as the biggest transportation infrastructure project in human history -- gives us an overview of the system and looks at the impact this will have on various sectors of the economy.

In the near-term, companies involved in railway infrastructure will benefit from the HSR. In the medium-term leisure industries and properties, like national developers Vanke, and Longfor Properties will gain from the project. In the long-term consumer staples, retailers and consumers discretionaries like Want Want Holdings, Yum! Brands, and Anta Sports will make the bank off the HSR.

  • The country’s planned 2 trillion yuan ($300 billion) in spending will give it about as much track by 2012 as the rest of the world, according to Bloomberg.
  • Construction of the HSR grid is expected to take another 10 years. More than 50% of cities planned for the HSR grid over the next 10 years will be connected before 2013.
  • First-class tickets cost 233 yuan each, which is 56% higher than current first-class tickets. Based on ticket-price estimates, per-thousand kilometer revenue, will be around 6.5 billion yuan per year.
  • China's regional differences are the most disparate in the world. The rail system is expected to reach previously neglected inland and western regions of the country. The most significant impact will be the creation of connected metropolitan areas, dubbed the super city clusters (SCCs).
  • Emerging HSR hub cities like Hangzhou, Guyiang, Shijazhuang will see greater economic growth than the rest of the country in the coming decade.

原文地址:http://www.businessinsider.com/how-to-make-money-on-chinas-massive-high-speed-rail-project-2011-5


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