Railway informatization investment accelerates, AI boosts intelligent progress.
Abstract
On a macro level, the large-scale equipment renewal cycle for railway transit is approaching, and overall fixed asset investment is expected to reach a turning point, with the industry's prosperity likely to accelerate year by year.
The total investment in railways has reached a "turning point of bottom rebound," and the ten-year update and replacement cycle will be reopened. From 2014 to 2023, railway investments were completed at 808.8 billion, 823.8 billion, 801.5 billion, 801 billion, 802.8 billion, 802.9 billion, 781.9 billion, 748.9 billion, 710.9 billion, and 765.4 billion yuan respectively. It can be seen that since 2020, railway investments have shown a declining trend year by year, but in 2023, a rebound occurred, achieving 764.5 billion yuan, a year-on-year increase of 7.5%; from January to April 2024, the national railway completed fixed asset investment of 184.9 billion yuan, a year-on-year increase of 10.5%.
Fuxing Hao CR400AF/CR400BF