亚太铁路行业报告

AsiaPacificRailMarket2008-AnOverviewP211-18December20082DisclaimerFrost&Sullivantakesnoresponsibilityforanyincorrectinformationsuppliedtousbymanufacturersorusers.Quantitativemarketinformationisbasedprimarilyoninterviewsandtherefore,issubjecttofluctuation.Frost&Sullivanresearchservicesarelimitedpublicationscontainingvaluablemarketinformationprovidedtoaselectgroupofcustomersinresponsetoorders.OurcustomersacknowledgewhenorderingthatFrost&Sullivanresearchservicesareforourcustomers’internaluseandnotforgeneralpublicationordisclosuretothirdparties.Nopartofthisresearchmaybegiven,lent,resold,ordisclosedtonon-customerswithoutwrittenpermission.Furthermore,nopartmaybereproduced,storedinaretrievalsystem,ortransmittedinanyformorbyanymeans,electronic,mechanical,photocopying,recording,orotherwise,withoutthepermissionofthepublisher.Forinformationregardingpermission,writeto:APACSalesManagerFrost&Sullivan100BeachRoad#29-01/11,ShawTowerSingapore1897023TableofContentsTITLESLIDENUMBERSIntroduction6WorldRailMarket7RailMarketsinAsiaPacific–Overview8Country-specificRailNetworks–Overview9-25•RailNetworkinChina10-11•RailNetworkinIndia12-13•RailNetworkinAustralia14-15•RailNetworkinMalaysia16-17•RailNetworkinIndonesia18•RailNetworkinThailand19-20•RailNetworkinSouthKorea21-22•RailNetworkinJapan23-25LengthofRailwaysinAsiaPacific26MarketSegmentationofRailwaysintheAsiaPacific27PassengerandFreightServicesinAsiaPacific28-354TableofContents(Contd…)TITLESLIDENUMBERS•PassengerTransportationTrends29•FreightTransportationTrends30•CompositionofFreightTransportinAsiaPacific31-32•ExpectedDevelopmentsinPassengerandFreightServices33-35RollingStockinAsiaPacific36-43•RailEquipmentunderRollingStock38•RollingStockTechnologyinAsiaPacific39•RollingStockSuppliersinAsiaPacific40-41•ExpectedDevelopmentsinRollingStockinAsiaPacific42-43RailInfrastructureinAsiaPacific44-52ƒRailInfrastructureSuppliersinAsiaPacific46ƒExpectedDevelopmentsinRailInfrastructureinAsiaPacific47-52RailControlSystemsinAsiaPacific53-56ƒRailControlSystemSuppliersinAsiaPacific555TableofContents(Contd…)TITLESLIDENUMBERSƒExpectedDevelopmentsinRailControlsystemsinAsiaPacific56IndustryChallenges,MarketDrivers,Restraints57-66•IndustryChallenges58-59•GeneralMarketDrivers60-62•KeyCountrySpecificDrivers63-64•MarketRestraints:GeneralCountrySpecificRestraints65-66KeyIndustryParticipants67-78ExpectedFutureDevelopmentsintheAsiaPacificRailMarket79-83StrategicConclusions84-86Annexure87-896IntroductionƒRailwaysarethelifelineofacountrytransportingpeopleandgoods.Thoughtransportationofpassengersisanimportantfunctionofrailways,amajorchunkofrailrevenuesactuallycomesfromfreighttransportation.Freighttrafficinacountryis,toagreatextent,dependentontheeconomicactivityofthecountry.Therailindustry’sperformanceinacountry,therefore,isanindicatorofthelevelofthecountry’sorregion’seconomicdevelopment.ƒTheworld’soilpricehikeandenvironmentalcrisisacrosstheglobehashighlightedthesocialsignificanceandimportanceofrailways.Ithasrevealedtheroleofrailwaysasanenvironmentfriendlyandenergy-efficientmodeoftransport.ƒAsiapersehaswitnessedconsiderableeconomicgrowthduringthelastfiveyearsandthistrendisexpectedtocontinueinthenearfuture.Inadditiontotheeconomicgrowth,theregionisshiftingfrombeingaprimarilyagriculture-focusedregiontoonewithanincreasedfocusontertiarysector.Withthisdevelopment,severalcountriesintheregionarereorientingtheirrailwaysystem,which,inmanycountries,islargelystateowned.7WorldRailMarketƒTheworldrailmarketrevenuewasestimatedtobeUS$284.2billionin2006to2007.Passengerandfreightservicescontributed48.5percentoftherevenue,rollingstockcontributed27.2percent,railinfrastructure,17.5percent,andrailcontrolsystemscontributed6.8percentoftotalrevenue.ƒTill2015,theworldrailmarketisexpectedtoexhibitanannualgrowthof1.5percentto2.0percent.ƒCountriesinwesternEurope,NAFTA(NorthAmericanFreeTradeAgreement),andAsiaPacificregionswerethehighestcontributorstoworldrailrevenuesduring2006to2007.However,EasternEuropeancountries,CommonwealthofIndependentStates(CIS),andAsiaareexpectedtobethemostimportantgrowthmarketsinthelongterm,withanestimatedannualgrowthrateof2.0to3.0percent.RailMarket:MarketSegment-wiseRevenue(World),2006-2007Source:Frost&Sullivan8RailMarketsinAsiaPacific–OverviewƒTherailindustryinAsiaisbeingviewedgloballyasamulti-milliondollarindustrywithtremendousuntappedpotential.Itisexpectedtobeoneofthehighgrowthandhighpotentialmarketsintheworld.ƒDuring2006-2007,theAsiaPacificrailmarketaccountedforUS$38.8billionaccountingfor23.9percentoftheworldrailmarket.ƒTheAsiaPacificRailMarketisexpectedtowitnessgrowthdrivenbyrisingdevelopmentofrailwayinfrastructureandroutesparticularlyinChinaandIndia.ƒThisresearchservicepresentsanoverviewoftherailmarketincountriesofAsiaPacificfocusingoncountriessuchasChina,India,Australia,Malaysia,Thailand,Indonesia,SouthKorea,andJapan.ƒSingapore,Taiwan,Vietnam,NewZealand,thePhilippines,Brunei,andBangladeshhavebeenexcludedfromthisresearchservice.ƒThisstudyanalyzesthecurrentrailinfrastructureinAsiaPacificandprovidesinsightsregard