Upload
others
View
7
Download
0
Embed Size (px)
Citation preview
2017
RAILWAY TRACK SYSTEMS – GLOBAL MARKET TRENDS
Installed Base, Projects, Forecasts, Suppliers
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 2
RAILWAY TRACK SYSTEMS – GLOBAL MARKET TRENDS Installed Base, Projects, Forecasts, Suppliers SCI Verkehr GmbH is an independent consultancy in the field of transport technology and economics. Based on close connections to the rail industry, our consultants’ expertise in a wide range of specialist fields, an extensive network of international experts, and powerful homemade tools for data logging, analysis and evaluation, we specialise in market and strategy aspects for the rail and logistics sectors. Growing Asian influence and rather restrained activities on the global commodity markets as well as by public authorities are challenging market development for rail infrastructure, notably track systems. Asian players have increased their influence both in their domestic and in other regions, realising projects as well as acquiring local suppliers. With several major schemes recently completes and some others still under discussion, expansion and modernisation of the networks is increasingly focusing on Asia as well. These trends challenge the traditional Western positions as technology and quality leaders. Answering this challenge appropriately will require deliberate orientation on the global track system markets. In concrete terms, the study includes:
− Present status and expected developments of population, economy, rail transport performance, networks, drivers of the market, their relevance and 5-year-trends, and market volumes in 8 market regions as well as, more precisely, in 24 core markets
− Breakdown of the current market volumes and market development by OEM business (new
development, upgrade) and after sales business (renewal, maintenance), by high-speed rail, conventional railway, metro and light rail transit, and by products (rails, switches/turnouts and crossings, sleepers/crossties, rail fastenings, slab track / ballastless track, ballast, other permanent way products) and services (installation and planning)
− Important current and future infrastruct ure (new development and upgrade) projects.
The results are based on SCI Verkehr’s proven and continuously refined business intelligence infrastructure, including the comprehensive SCI DATABASE as well as a sophisticated methodology of information processing combining external and internal expertise, experience, and technical skills. Their compilation forms a cohesive and meaningful overview of the market for railway track systems today and in the next five years. The study is available in English language from December 2017. Your contact: Ann Kathrin Arntz Ahmed Yasin Phone +49 221 93178 0 Phone +49 221 93178 0 Fax +49 221 93178 78 Fax +49 221 93178 78 Email [email protected] Email [email protected]
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 3
CONTENTS
1 Executive Summary: Railway Track Systems – Global Market Trends 2017–2022 ........... 23
1.1 General Findings ........................................................................................................................ 23
1.2 Network Development (Installed Base) ..................................................................................... 23
1.3 Market Development .................................................................................................................. 25
2 Objective of the Study and Delimitation of the Railway Market ........................................ 29
2.1 Objective of the Market Analysis ................................................................................................ 29
2.2 Delimitation of the Rail Market ................................................................................................... 30
3 Market Analysis Methodology ............................................................................................ 36
3.1 SCI Forecasting Tool ................................................................................................................. 36
3.2 Railway Infrastructure/ System Technology Forecast ............................................................... 39
3.3 After-Sales Market Forecast ....................................................................................................... 40
3.4 Analysis of Drivers in the Railway Industries Market .................................................................. 41
4 Products and Services, Manufacturers and Market Shares .............................................. 45
4.1 Rails ............................................................................................................................................ 45
4.2 Switches/Turnouts and Crossings ............................................................................................. 49
4.3 Sleepers/Crossties ..................................................................................................................... 53
4.4 Rail Fastenings ........................................................................................................................... 57
4.5 Slab Track / Ballastless Track .................................................................................................... 61
4.6 Ballast ......................................................................................................................................... 65
4.7 Other Permanent Way Products ................................................................................................ 68
4.8 Installation .................................................................................................................................. 71
4.9 Planning ..................................................................................................................................... 74
5 The Markets for Railway Track Systems in Africa and in the Middle East ........................ 77
5.1 Market Environment ................................................................................................................... 79
5.2 Market Drivers ............................................................................................................................ 80
5.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ................................. 71
5.4 Core Markets .............................................................................................................................. 83
6 The Markets for Railway Track Systems in Asia .............................................................. 102
6.1 Market Environment ................................................................................................................. 104
6.2 Market Drivers .......................................................................................................................... 104
6.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ............................... 105
6.4 Core Markets ............................................................................................................................ 107
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 4
7 The Markets for Railway Track Systems in Australia and the Pacific Region ................ 130
7.1 Market Environment ................................................................................................................. 132
7.2 Market Drivers .......................................................................................................................... 132
7.3 Market Volume 2017 and Markt Development 2017–2022 ...................................................... 133
7.4 Core Market Australia ............................................................................................................... 135
8 The Markets for Railway Track Systems in the Commonwealth of Independent States (CIS) ....................................................................................................................... 140
8.1 Market Environment ................................................................................................................. 142
8.2 Market Drivers .......................................................................................................................... 142
8.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ............................... 143
8.4 Core Markets ............................................................................................................................ 145
9 The Markets for Railway Track Systems in Eastern Europe ............................................ 160
9.1 Market Environment ................................................................................................................. 162
9.2 Market Drivers .......................................................................................................................... 162
9.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ............................... 163
9.4 Core Markets ............................................................................................................................ 165
10 The Markets for Railway Track Systems in North America ............................................. 180
10.1 Market Environment ................................................................................................................. 182
10.2 Market Drivers .......................................................................................................................... 183
10.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ............................... 184
10.4 Core Markets ............................................................................................................................ 186
11 The Markets for Railway Track Systems in South and Central America ......................... 198
11.1 Market Environment ................................................................................................................. 200
11.2 Market Drivers .......................................................................................................................... 200
11.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ............................... 201
11.4 Core Markets ............................................................................................................................ 203
12 The Markets for Railway Track Systems in Western Europe ........................................... 213
12.1 Market Environment ................................................................................................................. 215
12.2 Market Drivers .......................................................................................................................... 216
12.3 Market Volume 2017 and Markt Development 2017–2022 by Subregion ............................... 217
12.4 Core Markets ............................................................................................................................ 219
The study includes 247 pages, 151 figures and 94 tables.
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 5
Extract of Selected Contents (…) After completion of several major projects, installed base and market volume are to grow slowly. The largest regional market is Western Europe (followed by Asia and North America). (…) In the transport modes of high speed rail and metro, market growth is partly substantially higher than in conventional railways and light rail transit. Holding 95% of the installed base and four fifths of the market volume, however, conventional railway determines the overall market growth. (…) (…)
Figure 3: World Market – Network Length by Market Region 2016–2023
(…)
Figure 4: World Market – Average Market Volume by Transport Mode 2017 and 2022
(…)
0
500
1,000
1,500
2016 2017 2018 2019 2020 2021 2022 2023
Africa / Middle East Asia Australia / Pacific
CIS Eastern Europe North America
South and Central America Western Europe
World Market – Network Length by Market Region 2016–2023 [1,000 route-km]
© SCI Verkehr GmbH
0
15
30
45
2017 2022
High Speed Rail Conventional Railway Metro Light Rail Transit
World Market – Market Volume by Transport Mode 2017 and 2022 [EUR billion]
© SCI Verkehr GmbH
+x.x% p.a.
+x.x% p.a.
+x.x% p.a.
+x.x% p.a.
+x.x% p.a.
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 6
Market Region (Alphabetical Order)
Average Market Volume
2017 [EUR million]
CAGR 2017–2022
[%]
Africa / Middle East xx +x.x
Asia xx +x.x
Australia / Pacific xx +x.x
Commonwealth of Independent States (CIS) xx +x.x
Eastern Europe xx +x.x
North America xx +x.x
South and Central America xx +x.x
Western Europe xx +x.x
Total xx +x.x
Monetary values rounded to EUR 10 million.
© SCI Verkehr GmbH
Table 1: World Market – Market Regions
(…)
Switches/Turnouts and Crossings –
Market Volume and
Market Development by Region
Average Demand Average Market Volume CAGR
2017 [units p.a.]
2017 [EUR million p.a.]
2022 [EUR million p.a.]
2017–2022 [%]
Africa / Middle East xx xx xx +x.x
Asia xx xx xx +x.x
Australia / Pacific xx xx xx +x.x
CIS xx xx xx +x.x
Eastern Europe xx xx xx +x.x
North America xx xx xx +x.x
South and Central America xx xx xx +x.x
Western Europe xx xx xx +x.x
Total xx xx xx +x.x
Demand rounded to 10 units. Monetary values rounded to EUR 10 million.
© SCI Verkehr GmbH
Table 9: Switches/Turnouts and Crossings – Average Market Volume 2017 and Market Development 2017–2022 by Region (…)
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 7
Commonwealth of Independent States (CIS)
Subregions: – Asian CIS
– European CIS
Core Markets: – Kazakhstan
– Russia
– Ukraine
Market Volume and Market Development Average Market
Volume 2017 [EUR million p.a.]
CAGR 2017–2022
[%]
by Product/Service Group
Rails xx +x.x
Switches/Turnouts and Crossings xx +x.x
Sleepers/Crossties xx +x.x
Rail Fastenings xx +x.x
Slab Track xx +x.x
Ballast xx +x.x
Other Permanent Way Products xx +x.x
Installation xx +x.x
Planning xx +x.x
by Transport Mode
High-Speed Rail (HSR) xx +x.x
Conventional Railway (CR) xx +x.x
Metro (M) xx +x.x
Light Rail Transit (LRT) xx +x.x
by Investment Target
New Development and Upgrade (OEM) xx +x.x
Renewal and Maintenance (After Sales) xx +x.x
Total xx +x.x
Values rounded to 10 million.
© SCI Verkehr GmbH
Table 47: CIS – Track System Market
(…)
Asian CIS (rest)
European CIS (rest)
Core Markets
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 8
Czech Republic
Region: Eastern Europe
Subregion: Central Eastern Europe
Socio-Economic Indicators
Territory xx km2
Population 2016 xx million
Population Density 2016 xx inh./ km2
Population Growth 2016–2021 xx % p.a.
Level of Urbanisation 2016 xx %
Credit Rating 2016 xx
Ease of Doing Business Rank 2016 xx
Gross Domestic Product (GDP) in Current Prices 2016 USD xx billion
Gross Domestic Product (GDP) in PPP 2016 USD xx billion
Gross Domestic Product (GDP) per Capita in PPP 2016 Int.-USD xx
GDP Growth (constant prices) 2016–2021 xx % p.a.
Inflation Rate 2016 xx %
Rail Network Data HSR CR M LRT Total Density 2017
(All Rail Transport)
Network Length [route-km] xx xx xx xx xx xx km/100 km2
CAGR 2017–2022 [%] +x.x +x.x +x.x +x.x +x.x –
Rail Transport Data Mainline Passenger Mainline Freight Urban Rail
Transport Performance 2016 xx million pkm xx million tkm xx million pkm
CAGR 2011–2016 +x.x % +x.x % +x.x %
Modal Share +x.x % +x.x % –
Market Volume and Market Development Average Market
Volume 2017 [EUR million p.a.]
CAGR 2017–2022 [%]
by Transport Mode
High-Speed Rail (HSR) xx +x.x
Conventional Railway (CR) xx +x.x
Metro (M) xx +x.x
Light Rail Transit (LRT) xx +x.x
by Investment Target
New Development and Upgrade (OEM) xx +x.x
Renewal and Maintenance (After Sales) xx +x.x
Total xx +x.x
Monetary values rounded to EUR 10 million.
© SCI Verkehr GmbH
Table 60: Czech Republic – Socio-Economic Indicators, Rail Networks and Track System Market
(…)
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 9
Figure 107: Czech Republic – Average Market Volume by Transport Mode 2017 and 2022
(…)
Figure 111: Poland – Average Market Volume by Investment Target 2017 and 2022
(…)
Figure 121: Canada – Average Market Volume 2017 by Group of Products and Services
0 20 40 60 80 100 120 140 160 180 200 220
2017
2022
Conventional Railway Metro Light Rail Transit
Czech Republic – Average Market Volume by Transport Mode 2017 and 2022 [EUR million]
x.x% p.a. x.x% p.a. x.x% p.a.
0
© SCI Verkehr GmbH
xx xx…
0
300
600
900
2017 2022
New Development and Upgrade Renewal Maintenance
Poland – Average Market Volume by Investment Target 2017 and 2022 [EUR million]
x.x% p.a.
x.x% p.a.
x.x% p.a.
© SCI Verkehr GmbH
xx
xx
xx
Railsxx%
Switches / Turnouts and Crossings
xx%
Sleepers /
Crosstiesxx%
Rail
Fasteningsxx%
Slab Track / Ballastless Track
xx%
Ballastxx%
Other Permanent
Way Productsxx%
Installation
xx%
Planningxx%
Canada – Shares of the Groups of Products and Services in the Average Market Volume 2017
Total:EUR xx million
© SCI Verkehr GmbH
Extract from the study
© SCI Verkehr GmbH • www.sci.de • Railway Track Systems – Global Market Trends 10
(…) Domestic Manufacturers and Suppliers to the Market Besides Western Europe, Russia, and China, the USA are a traditional focal point of the global railway infrastructure manufacturing industry. Similar to Russia (but not to the same extent), indigenious development paths have led to a proprietary range of products installed and technologies used. Two rolling mills located in Pueblo, Colorado (owned by Evraz) and Steelton, Pennsylvania (owned by ArcelorMittal) supply rails to the market. Cleveland Track Materials (subsidiary of Vossloh) manufactures turnouts. (…)
Project Trans-port
Mode
New Route [km]
Up-grade [km]
Project Invest [EUR mn]
Start of Construction
Completion
LRT Bordeaux: Line D LRT 9.8 0 382 2017 2019
LRT Paris: Tram-Train Evry-Massy (Tram Express Sud)+E723
LRT 20 0 500 2017 2020
(…)
LRT Montpellier: Line 5 Clapier–Rond-Point Paul Fajon
LRT 17.5 0 330 2020 2025
LRT Nantes: Line 4 Anne de Bretagne Bridge–Rezé
LRT 5 0 150 2020 2026
HSR = High Speed Rail; CR = Conventional Railway; M = Metro; LRT = Light Rail Transit
Data above partly estimated
© SCI Verkehr GmbH
Table 86: France – Important Infrastructure Projects
SCI Verkehr GmbH Schanzenstraße 117 Geschäftsführende Gesellschafterin Maria Leenen Deutsche Bank Hamburg 200 700 24 www.sci.de 20357 Hamburg / Deutschland Registergericht Amtsgericht Hamburg Kontonummer 329 68 60 T +49 (0)40 507197-0 Geschäfts-Nr. 66 HR B 56 572 SWIFT-CODE DEUTDEDBHAM F +49 (0)40 507197-20 Umsatzsteuer ID-Nr. DE 164981264 IBAN DE 55200700240329686000
Order Multi Client Study
Railway Track Systems
Publication date: December 2017
Office Cologne Ann Kathrin Arntz Vor den Siebenburgen 2 50670 Köln Phone +49 221 93178 20 Fax +49 221 93178 78 E-Mail [email protected] www.sci.de
I would like to order the following option:
PDF file in English for 3,400 €
PDF and print file in English for 3,800 €
Additional consulting service* for a surcharge of 1,900 €
Company:
Contact person:
Position:
Street, Number.:
Postcode, Town:
Country:
Phone:
Email:
VAT Number (EU countries)
Other invoice address
Date Signature / Stamp * In addition to the purchased study, the project manager will be available for one day to present the study or to give in-depth explanations by phone or on-site (plus travel expenses) All prices exclude VAT Confirmation of order, delivery of the study document and/or invoice takes place on workdays within 24 hours. We reserve the right to deliver only against advance payment. The order is subject to the General Terms and Conditions of SCI Verkehr GmbH (dated 08.06.2007, place of jurisdiction is Hamburg) and the terms of use for purchasing MC Studies.
CLIENTS WE NAVIGATE WORDLWIDE
q
Hamburg Office
SCI Verkehr GmbH
Schanzenstraße 117
20357 Hamburg
Phone: 49 (0) 40 5071970
Fax: 49 (0) 40 50719720
Cologne Office
SCI Verkehr GmbH
Vor den Siebenburgen 2
50676 Köln
Phone: 49 (0) 221 931780
Fax: 49 (0) 221 9317878
Berlin Office
SCI Verkehr GmbH
Köpenicker Strasse 48/49
Eingang G
10179 Berlin
Tel.: 49 (0) 30 2844540
Fax: 49 (0) 30 28445420
E-Mail: [email protected]
www.sci.de
Imprint:
© SCI Verkehr GmbH