鐵路後市場：現狀分析與預測（2022-2028）

由於升級和現代化的需要，鐵路售後市場預計在預測期內將以 6% 的複合年增長率強勁增長。 隨著技術的進步，新的、更高效的鐵路設備不斷湧現。 為了保持競爭力，鐵路運營商必須升級其設備以利用這些進步。 這就產生了對售後產品和服務的需求，以利用新技術改造現有設備。 例如，2020年，英國網絡鐵路引入了新的橋樑監控技術，該技術利用人工智能和機器學習來檢測缺陷和潛在問題，防止它們成為安全問題。

根據子系統，市場分為牽引/推進、轉向架/輪組/懸架、車身結構、制動系統、輔助系統、履帶等。 其中，鐵路售後市場轉向架/輪組和懸架類別由於多種因素正在經歷顯著增長。 技術進步是推動轉向架/輪對和懸架類別增長的關鍵因素之一。 此外，新的傳感器技術和預測性維護工具正在幫助提高鐵路系統的可靠性和安全性，推動對支持這些技術的先進轉向架、輪組和懸架系統的需求。

按服務提供商劃分，市場分為原始設備製造商、鐵路運營商和零部件供應商。 鐵路售後市場的 OEM 類別出現顯著增長有幾個原因。 主要驅動因素之一是對可靠、高質量鐵路部件和系統的需求不斷增長。 OEM 通常受到鐵路運營商和維護團隊的信任，提供經過設計和測試以滿足特定安全和性能要求的產品和服務。

產品分為鐵路基礎設施、機車車輛/機車、地鐵、機車、客車、貨車等。 由於幾個重要的驅動因素，鐵路基礎設施領域在鐵路售後市場中佔據主導地位。 首先，鐵路基礎設施是任何鐵路系統的重要組成部分，需要持續維護、維修和升級，以確保安全高效的運營。 這對軌道維護、信號系統和供電基礎設施等領域的售後服務產生了巨大的需求。 其次，世界許多國家正在大力投資鐵路基礎設施，以應對日益城市化和擁堵的挑戰，並減少交通運輸中的溫室氣體排放。 這些投資通常涉及現有鐵路網絡的現代化和擴建，導致對支持這些項目的售後服務的需求增加。 例如，美國政府於2021年11月通過了1.2萬億美元的基礎設施法案，其中包括660億美元的鐵路基礎設施資金。 這筆資金將用於改善美國鐵路公司的東北走廊、支持高鐵項目以及現代化貨運鐵路基礎設施。

為了更好地了解鐵路後市場行業的市場實施情況，將市場分為北美（美國、加拿大、北美其他地區）、歐洲（德國、英國、法國、西班牙、意大利、歐洲其他地區） 、亞太地區（該分析基於中國、日本、印度、亞太地區其他地區等國家/地區的全球業務）和歐洲其他地區。 由於幾個關鍵驅動因素，亞太地區 (APAC) 在鐵路售後市場佔據主導地位。 主要驅動力之一是該地區城市化和工業化的顯著增長，這增加了對包括鐵路在內的交通基礎設施的需求。 隨著亞太地區國家經濟的不斷發展和擴大，對高效、可靠的軌道交通解決方案的需求不斷增加，對售後產品和服務產生了強勁的需求。 另一個推動力是亞太地區龐大且多樣化的鐵路網絡。 這種多樣性導致了各種鐵路系統和技術的使用，從而對支持和維護這些系統的專業售後產品和服務產生了巨大的需求。 此外，鐵路行業對安全性和可靠性的日益關注也推動了對售後產品和服務的需求。 隨著亞太地區各國政府和鐵路運營商尋求提高安全性和可靠性標準，他們正在投資先進技術和服務，以維護和升級現有鐵路基礎設施。 例如，2021年12月9日，Hitachi Rail與法國Alstom宣布，Hitachi-Alstom高速（HAH-S）50/50合資企業將設計、建造和維護下一代高速鐵路HS2一期工程。我們宣布與美國高速2號線（HS2）簽訂了合同。

目錄

第一章市場介紹

• 市場定義
• 主要目的
• 利益相關者
• 限制

第二章研究方法或假設

• 調查過程
• 調查方法
• 受訪者簡介

第三章市場總結

第 4 章執行摘要

第五章新型冠狀病毒感染（COVID-19）對全球鐵路售後市場的影響

第六章2020-2028年全球鐵路售後市場收入

第 7 章按子系統劃分的市場洞察

• 牽引力和推進力
• 移動車、輪組、懸架
• 車輛結構
• 制動系統
• 其他

第 8 章按產品劃分的市場洞察

• 鐵路基礎設施
• 車輛/機車
• 地鐵
• 機車
• 乘用車
• 貨車
• 其他

第 9 章服務提供商的市場洞察

• OEM
• 鐵路運營商
• 零部件供應商

第 10 章按地區劃分的市場洞察

• 北美
  • 美國
  • 加拿大
  • 其他北美地區
• 歐洲
  • 德國
  • 英國
  • 法國
  • 意大利
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 日本
  • 印度
  • 亞太地區的其他國家/地區
• 世界其他地區

第十一章鐵路售後市場動態

• 市場驅動因素
• 市場挑戰
• 影響分析

第十二章鐵路售後市場機會

第十三章鐵路後市場市場趨勢

第14章需求側和供給側分析

• 需求方分析
• 供給側分析

第 15 章價值鏈分析

第16章價格分析

第 17 章戰略洞察

第18章競爭場景

• 競爭狀況
  • 波特五力分析

第十九章公司簡介

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

第 20 章免責聲明

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