In recent years, China's high-speed rail industry has achieved a rapid development. According to the latest report of the People's Daily: Zheng officially opened the operation, marking China's high-speed rail operating mileage exceeded 20,000 km. According to the latest "medium-and long-term rail network planning", China's high-speed rail operation will reach about 38,000 kilometres by 2025, doubling by the end of 2015.
The economic contribution of high-speed rail is enormous, but it also faces some problems.
There is no doubt that the rapid development of the high-speed rail industry has a great effect on economic and social development of the whole country.
First of all, the mature operation of high-speed railway can greatly improve the transportation efficiency, reduce the transit time, and accelerate the movement of resources such as personnel and materials. In the past, from Beijing to Shanghai, railway transportation needs 15-20 hours, now the high-speed rail transport only 5 hours, whether it is the overall coordinated development between Beijing-Shanghai regional economy, or for the development of the whole national economy, have irreplaceable role.
Second, the high-speed railway will inevitably add new train stations and new railway lines, which will help speed up the process of urbanization and industrialization in the country. And around the entire high-speed rail industry related fields are also very much, directly related to including locomotives, vehicles (bullet train), construction, electricity, cement, steel, logistics and other aspects, but also contribute to the entire high-speed rail along the industrial structure optimization and upgrading.
Third, the construction of high-speed rail compared with the traditional railway transport in the past, energy-saving and environmental protection also has excellent results. Many traditional trains still use diesel engines as output power, which not only consumes huge non-renewable resources, but also is a huge pollution to the atmosphere. And the high-speed rail all is the electric traction train, not only saves the resources, at the same time also has the good effect in the environmental protection.
But calm down, we find that the current high-iron development is also facing a few problems.
1. Over-exploitation
At the end of 2014, the domestic high-speed rail operating total mileage reached 10,000 kilometers, but by the end of June 2015, China's high-speed rail operating mileage has reached 16,000 kilometers, just half a year to more than 6000 kilometers of high-speed rail construction and start operations. According to the statistics of the public information, the current domestic high-speed railway line is also more than 10,000 kilometers (specific figures are inaccurate), these lines have been through the national level of relevant ministries and approvals, especially at present many railway construction projects have completed the land expropriation, demolition and other links.
The bank's research argues that connecting cities with a population of at least 20 million per cent is likely to recover costs. But look at the current utilization of China's high-speed rail, in fact, many intercity HSR is not very efficient utilization, which will inevitably lead to waste of resources, and high-speed rail operations are very expensive. It is clear that in some regions, China's high-speed rail is facing an oversupply situation. The short-term over-development of the trillions of investment, the pace and rhythm of the corresponding high-speed railway construction will undoubtedly slow down, and the growth of high-speed railway-related listed companies will slow down, the growth of the high-speed railway plate will be suppressed for a certain period.
2, the demographic dividend gradually lost
It can be said that at present, many regions in China are beginning to suffer from labor shortages, facing serious recruitment problems, which is the gradual loss of the demographic dividend. For the high-speed rail industry, there are a lot of related projects need a lot of laborers, such as the construction of subways. However, the number of people engaged in such labor has been reduced several times, which will inevitably have a certain impact on the progress of the high-speed rail industry. You can imagine that today's young people are mostly college graduates, you let these college graduates to repair railways, and do not say they can do, the key is what they are willing to do? I believe that 9.9 out of 10 college students are unwilling to do so.
On the other hand, with the gradual loss of the demographic dividend, it will inevitably lead to a sharp rise in personnel costs across the high-speed rail industry, as well as an expected decline in profits in the higher iron sector.
3, security risks are always difficult to eliminate
We are most familiar with the high-speed railway accident 7.23 Wenzhou high-speed railway accident, in fact, the safety of high-speed railway accident is a real epitome of the development of high-speed railway, but also reflects the high-speed railway in the following two aspects are insufficient. One is the lack of hardware facilities, many hardware facilities have not actually reached the standard level of high-speed rail construction, in order to blindly speed up the progress, which led to the quality of the hardware facilities shrink.
The other is the shortage of railway operation management. High-speed railway construction is too fast, it will inevitably lead to the overall level of rail management and management, the current domestic high-speed rail administration level has yet to be upgraded, if not improve the level of operational management, high-speed rail service and quality is always difficult to keep up with, security risks can never be eliminated.
4, high-speed rail industry is facing too much uncertainty
From a whole industry perspective, we will find that the development of the high-speed rail industry is also facing numerous uncertainties. For example, a number of experts recently said that we should now reflect on our current high-speed rail construction, we should slow down the pace of construction, as well as the recent media reports that several big banks are eager to raise new borrowing rates for the Ministry of Railways, which will inevitably lead to a significant increase in construction costs.
The high-speed rail industry is different from many other industries, reaching, any one of the small factors can influence its development prospects. Today, China's high-speed rail is not confined to the domestic market, the high-speed rail industry on the road to international development will also face the social security and stability of other countries and other factors.
5, raw materials rise, spare parts rely on imports
In addition to the need for a large number of human resources, materials are also essential, including aluminum alloy, steel fittings and many other raw materials. But these materials are not renewable resources, the price is also beginning to rise, which for the development of the high-speed rail industry will inevitably lead to increasing costs, profit expectations are constantly cut.
In particular, some parts of the domestic high-speed rail are also dependent on imports, such as some of the core components "paper film", used to fix special chip metal plate, packaging HV electronic components plastic box, vibration damping materials, etc., in addition to domestic engines compared to foreign countries, there is still a certain gap.
With the promotion of Internet +, the high-speed rail industry is ushering in more imaginative space
However, with the comprehensive Internet in traditional industries in recent years, the high-speed rail industry has ushered in new opportunities for development, and the Internet has brought greater imagination to the HSR industry.
I. Leveraging the Internet to upgrade high-speed rail services
Driven by the Internet, the first thing related to high-speed rail services is online booking. Although the current 12306 is the only official designated train ticket online booking platform, but due to the large number of users and the large numbers of cattle brush ticket behavior, 12306 platform user experience has always been unable to make the majority of users satisfied, high-speed railway booking is the same. As a result, this gave the high-speed railway butler, smart train tickets and other mobile phone booking platform for the rise of the opportunity.
In addition to ticketing services, there are also apps and public numbers that start to provide passengers with convenient services such as late check-in, ticket locator, and red Hat baggage handling. Especially in the face of National Day holiday and Spring Festival holiday, this kind of high-speed rail-related convenience service platform has a greater market prospects.
Second, high-speed Wi-Fi popularization, can tap more market opportunities
Many people sit on the high-speed rail, often feel bored, do not know how to kill time, read newspapers, reading magazines, playing mobile phones and so on become their main activities on the high-speed rail, and play mobile phones tend to occupy most of the activity time. But from the current popularity of high-speed rail WiFi network, it is far from enough, which means a huge new opportunity.
Once the high-speed rail on the full realization of the popularity of WiFi network, high-speed rail can be the entrance, to provide users with live TV programs, e-commerce web browsing and other Internet services. For example, users access the high-speed rail via the WiFi portal page, can book snacks online, lunch box, but also in advance to book hotels, pick-up and other services.
Third, high-speed Internet of things, the future most imaginative
Today's Internet is fully into the era of IoT, from the home to the Internet of things, the Internet, one after another new economic venues are detonated, artificial intelligence technology in the use of high-speed rail can create more travel and new consumption scenarios. However, at present, the new technology of artificial intelligence in the use of high-speed rail is very small, this area is still in the blank field.
Overall, the current domestic high-speed rail construction has indeed contributed enormous power to the entire domestic economy, but in the process of rapid construction of higher iron, also ushered in the excessive development, resource waste and other issues. Using the power of the Internet +, can re-optimize the allocation of resources, and generate more and greater market value.
Liu Yan to Zen Road ponder Internet, public number liukuang110
Unlocking the value of the industry, Internet + the high-speed rail industry