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铁路建设和3G是未来五年呈上的两块“万亿”蛋糕,也是经济回落过程中反周期启动的两大投资热点。去年12月,本刊《谋划十一五预热2006》系列专题开篇做了铁路专题,首次破题我们从行业背景出发,试图给读者一个行业发展的总体框架。本期则是在前期基础上的一个延伸,深入到铁路产业链的各个子环节,并对A股铁路相关公司的发展动态进行持续跟踪,揭示后续的投资机会。还有新纳入研究视线的领域--铁路重轨制造行业,是原有研究中的一个空白。总之我们力图对铁路跨越式发展背景下的新投资主题,做精深的挖掘。
Railway construction and 3G are two “trillion” cakes in the next five years, and they are also two hot spots for counter-cyclical start-ups in the economic downturn. In December last year, we published a series of articles entitled “Planning for the Eleventh Five-Year Preheating 2006” series to start the railway project. For the first time, we started from the background of the industry and tried to give readers an overall framework for the development of the industry. This issue is an extension based on the previous period. It goes deep into various sub-sectors of the railway industry chain and keeps track of the development of A-share railway-related companies to reveal the follow-up investment opportunities. There are also new areas of research into the line of sight - rail manufacturing industries, is a blank in the original study. In a word, we try our best to excavate the new investment theme under the background of the railway leapfrog development.