铁路后市场：现状分析与预测（2022-2028）

由于升级和现代化的需要，铁路售后市场预计在预测期内将以 6% 的复合年增长率强劲增长。 随着技术的进步，新的、更高效的铁路设备不断涌现。 为了保持竞争力，铁路运营商必须升级其设备以利用这些进步。 这就产生了对售后产品和服务的需求，以利用新技术改造现有设备。 例如，2020年，英国网络铁路引入了新的桥樑监控技术，该技术利用人工智能和机器学习来检测缺陷和潜在问题，防止它们成为安全问题。

根据子系统，市场分为牵引/推进、转向架/轮组/悬架、车身结构、制动系统、辅助系统、履带等。 其中，铁路售后市场转向架/轮组和悬架类别由于多种因素正在经历显着增长。 技术进步是推动转向架/轮对和悬架类别增长的关键因素之一。 此外，新的传感器技术和预测性维护工具正在帮助提高铁路系统的可靠性和安全性，推动对支持这些技术的先进转向架、轮组和悬架系统的需求。

按服务提供商划分，市场分为原始设备製造商、铁路运营商和零部件供应商。 铁路售后市场的 OEM 类别出现显着增长有几个原因。 主要驱动因素之一是对可靠、高质量铁路部件和系统的需求不断增长。 OEM 通常受到铁路运营商和维护团队的信任，提供经过设计和测试以满足特定安全和性能要求的产品和服务。

产品分为铁路基础设施、机车车辆/机车、地铁、机车、客车、货车等。 由于几个重要的驱动因素，铁路基础设施领域在铁路售后市场中占据主导地位。 首先，铁路基础设施是任何铁路系统的重要组成部分，需要持续维护、维修和升级，以确保安全高效的运营。 这对轨道维护、信号系统和供电基础设施等领域的售后服务产生了巨大的需求。 其次，世界许多国家正在大力投资铁路基础设施，以应对日益城市化和拥堵的挑战，并减少交通运输中的温室气体排放。 这些投资通常涉及现有铁路网络的现代化和扩建，导致对支持这些项目的售后服务的需求增加。 例如，美国政府于2021年11月通过了1.2万亿美元的基础设施法案，其中包括660亿美元的铁路基础设施资金。 这笔资金将用于改善美国铁路公司的东北走廊、支持高铁项目以及现代化货运铁路基础设施。

为了更好地了解铁路后市场行业的市场实施情况，将市场分为北美（美国、加拿大、北美其他地区）、欧洲（德国、英国、法国、西班牙、意大利、欧洲其他地区） 、亚太地区（该分析基于中国、日本、印度、亚太地区其他地区等国家/地区的全球业务）和欧洲其他地区。 由于几个关键驱动因素，亚太地区 (APAC) 在铁路售后市场占据主导地位。 主要驱动力之一是该地区城市化和工业化的显着增长，这增加了对包括铁路在内的交通基础设施的需求。 随着亚太地区国家经济的不断发展和扩大，对高效、可靠的轨道交通解决方案的需求不断增加，对售后产品和服务产生了强劲的需求。 另一个推动力是亚太地区庞大且多样化的铁路网络。 这种多样性导致了各种铁路系统和技术的使用，从而对支持和维护这些系统的专业售后产品和服务产生了巨大的需求。 此外，铁路行业对安全性和可靠性的日益关注也推动了对售后产品和服务的需求。 随着亚太地区各国政府和铁路运营商寻求提高安全性和可靠性标准，他们正在投资先进技术和服务，以维护和升级现有铁路基础设施。 例如，2021年12月9日，Hitachi Rail与法国Alstom宣布，Hitachi-Alstom高速（HAH-S）50/50合资企业将设计、建造和维护下一代高速铁路HS2一期工程。我们宣布与美国高速2号线（HS2）签订了合同。

目录

第一章市场介绍

• 市场定义
• 主要目的
• 利益相关者
• 限制

第二章研究方法或假设

• 调查过程
• 调查方法
• 受访者简介

第三章市场总结

第 4 章执行摘要

第五章新型冠状病毒感染（COVID-19）对全球铁路售后市场的影响

第六章2020-2028年全球铁路售后市场收入

第 7 章按子系统划分的市场洞察

• 牵引力和推进力
• 移动车、轮组、悬架
• 车辆结构
• 制动系统
• 其他

第 8 章按产品划分的市场洞察

• 铁路基础设施
• 车辆/机车
• 地铁
• 机车
• 乘用车
• 货车
• 其他

第 9 章服务提供商的市场洞察

• OEM
• 铁路运营商
• 零部件供应商

第 10 章按地区划分的市场洞察

• 北美
  • 美国
  • 加拿大
  • 其他北美地区
• 欧洲
  • 德国
  • 英国
  • 法国
  • 意大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 日本
  • 印度
  • 亚太地区的其他国家/地区
• 世界其他地区

第十一章铁路售后市场动态

• 市场驱动因素
• 市场挑战
• 影响分析

第十二章铁路售后市场机会

第十三章铁路后市场市场趋势

第14章需求侧和供给侧分析

• 需求方分析
• 供给侧分析

第 15 章价值链分析

第16章价格分析

第 17 章战略洞察

第18章竞争场景

• 竞争状况
  • 波特五力分析

第十九章公司简介

• CRRC Zhuzhou Electric Co.
• Siemens Mobility
• ZF Friedrichshafen AG
• Stadler
• Bombardier
• Alstom
• Knorr-Bremse
• Harsco Corporation
• Wabtec
• Caterpillar.

第 20 章免责声明

The railway aftermarket refers to the market for products and services that are required to maintain, repair, and upgrade railway equipment, components, and systems after they have been sold and are in use. This includes replacement parts, maintenance services, repair services, upgrades, and retrofits. The railway aftermarket is driven by a number of factors, including the age and condition of existing railway equipment, the need for upgrades and modernization, and regulatory requirements. One of the primary drivers of the railway aftermarket is the age and condition of existing railway equipment. As railway equipment ages, it is more likely to require repairs and replacement parts. This creates a steady demand for aftermarket products and services. Additionally, older equipment may be less efficient and reliable, making upgrades and modernization necessary.

The railway aftermarket is expected to grow at a strong CAGR of 6% during the forecast period owing to the need for upgrades and modernization. As technology advances, new and more efficient railway equipment becomes available. In order to remain competitive, railway operators must upgrade their equipment to take advantage of these advances. This creates a need for aftermarket products and services that can help retrofit existing equipment with new technology. For instance, In 2020, the UK's Network Rail installed new bridge monitoring technology that uses artificial intelligence and machine learning to detect defects and potential problems before they become safety issues.

Based on subsystem, the market is segmented into traction & propulsion, bogies/wheelsets & suspension, body structures, braking systems, auxiliary systems, rail tracks, and others. Amongst these, the bogies/wheelsets & suspension category of the railway aftermarket has been experiencing significant growth due to several drivers. Advancements in technology is one of the main driver driving the growth of the bogies/wheelsets & suspension category. Additionally, new sensor technologies and predictive maintenance tools are helping to improve the reliability and safety of railway systems, which is increasing demand for advanced bogies, wheelsets, and suspension systems that can support these technologies.

By service provider, the market is segmented into OEM, rail operators, and component suppliers. Among these, the OEM category of the railway aftermarket has significant growth for several reasons. One of the main drivers is the growing demand for reliable and high-quality railway components and systems. OEMs are often trusted by railway operators and maintenance teams as they offer products and services that are designed and tested to meet specific safety and performance requirements.

On the basis of product, the market is categorized into rail infrastructure, rolling stock & locomotives, metro, locomotives, passenger coaches, freight wagons, and others. The rail infrastructure segment has a dominant share of the railway aftermarket due to several key drivers. Firstly, rail infrastructure is an essential component of any railway system, and it requires ongoing maintenance, repair, and upgrades to ensure safe and efficient operation. This creates a significant demand for aftermarket services in areas such as track maintenance, signalling systems, and power supply infrastructure. Secondly, many countries around the world are investing heavily in rail infrastructure to address growing urbanization and congestion challenges, as well as to reduce greenhouse gas emissions from transportation. These investments often involve the modernization and expansion of existing rail networks, which in turn drives demand for aftermarket services to support these projects. For instance, In November 2021, the U.S. government passed a $1.2 trillion infrastructure bill, which includes $66 billion in funding for rail infrastructure. This funding will be used to improve Amtrak's Northeast Corridor, support high-speed rail projects, and modernize freight rail infrastructure.

For a better understanding of the market adoption of railway aftermarket industry, the market is analyzed based on its worldwide presence in the countries such as North America (U.S., Canada, Rest of North America), Europe (Germany, U.K., France, Spain, Italy, Rest of Europe), Asia-Pacific (China, Japan, India, Rest of Asia-Pacific), Rest of World. The APAC (Asia-Pacific) region has a dominant share of the railway aftermarket due to several key drivers. One of the main drivers is the significant growth in urbanization and industrialization in the region, which has led to a rapid increase in demand for transportation infrastructure, including railways. As countries in the APAC region continue to develop and expand their economies, the demand for efficient and reliable rail transportation solutions has increased, creating a strong demand for aftermarket products and services. Another driver is the large and diverse railway network in the APAC region, which spans many different countries and regions. This diversity has led to a wide range of railway systems and technologies being used, creating a significant demand for specialized aftermarket products and services to support and maintain these systems. Furthermore, the increasing focus on safety and reliability in the rail industry has also driven demand for aftermarket products and services. As governments and railway operators in the APAC region seek to improve safety and reliability standards, they are investing in advanced technologies and services to maintain and upgrade existing rail infrastructure. For instance, on December 9, 2021, Hitachi Rail and France's Alstom announced that the Hitachi-Alstom High Speed (HAH-S) 50/50 joint venture has signed contracts with the U.K.'s High Speed Two (HS2) to design, build, and maintain the next-generation of high-speed trains for HS2 Phase 1.

Some of the major players operating in the market include: CRRC Zhuzhou Electric Co., Siemens Mobility, ZF Friedrichshafen AG, Stadler, Bombardier, Alstom, Knorr-Bremse, Harsco Corporation, Wabtec, and Caterpillar.

TABLE OF CONTENTS

1 MARKET INTRODUCTION

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2 RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1. Research Process of the Railway Aftermarket
• 2.2. Research Methodology of the Railway Aftermarket
• 2.3. Respondent Profile

3 MARKET SYNOPSIS

4 EXECUTIVE SUMMARY

5 GLOBAL RAILWAY AFTERMARKET COVID-19 IMPACT

6 GLOBAL RAILWAY AFTERMARKET REVENUE, 2020-2028F

7 MARKET INSIGHTS BY SUBSYSTEM

• 7.1. Traction & propulsion
• 7.2. Bogies/wheelsets & suspension
• 7.3. Body structures
• 7.4. Braking systems
• 7.5. Others

8 MARKET INSIGHTS BY PRODUCT

• 8.1. Rail infrastructure
• 8.2. Rolling stock & locomotives
• 8.3. Metro
• 8.4. Locomotives
• 8.5. Passenger coaches
• 8.6. Freight wagons
• 8.7. Others

9 MARKET INSIGHTS BY SERVICE PROVIDER

• 9.1. OEM
• 9.2. Rail operators
• 9.3. Component suppliers

10 MARKET INSIGHTS BY REGION

• 10.1. North America
  • 10.1.1. U.S.
  • 10.1.2. Canada
  • 10.1.3. Rest of North America
• 10.2. Europe
  • 10.2.1. Germany
  • 10.2.2. UK
  • 10.2.3. France
  • 10.2.4. Italy
  • 10.2.5. Rest of Europe
• 10.3. Asia-Pacific
  • 10.3.1. China
  • 10.3.2. Japan
  • 10.3.3. India
  • 10.3.4. Rest of APAC
• 10.4. Rest of the World

11 RAILWAY AFTERMARKET DYNAMICS

• 11.1. Market Drivers
• 11.2. Market Challenges
• 11.3. Impact Analysis

12 RAILWAY AFTERMARKET OPPORTUNITIES

13 RAILWAY AFTERMARKET TRENDS

14 DEMAND AND SUPPLY-SIDE ANALYSIS

• 14.1. Demand Side Analysis
• 14.2. Supply Side Analysis

15 VALUE CHAIN ANALYSIS

16 PRICING ANALYSIS

17 STRATEGIC INSIGHTS

18 COMPETITIVE SCENARIO

• 18.1. Competitive Landscape
  • 18.1.1. Porters Fiver Forces Analysis

19 COMPANY PROFILED

• 19.1. CRRC Zhuzhou Electric Co.
• 19.2. Siemens Mobility
• 19.3. ZF Friedrichshafen AG
• 19.4. Stadler
• 19.5. Bombardier
• 19.6. Alstom
• 19.7. Knorr-Bremse
• 19.8. Harsco Corporation
• 19.9. Wabtec
• 19.10. Caterpillar.

20 DISCLAIMER