交控科技的发展前景？英文双语对照

交控科技(688015)是首批在科创板上市的25家企业之一，公司深耕于城市轨道交通控制系统。日前，交控科技宣布自主创新移动闭塞系统首次应用到重载铁路领域，实现列控系统的重大技术突破引来了业内高度关注。

对此，作为轨道交通领域的“老兵”，交控科技董事长郜春海接受了证券时报·e公司记者的专访。他认为，移动闭塞系统应用在重载铁路领域，无疑将为公司带来全新的千亿级新市场。“这次的朔黄重载铁路，按照规律，将在未来3-5年发挥效益。除了城轨和重载铁路等新建线路项目，改造项目将是未来的重要趋势。据测算，到2025年，全国将有100条线面临改造和升级，市场存量巨大。”

谈及轨道交通产业未来的发展趋势，郜春海认为，随着新兴信息技术和城轨交通业务深度融合，发展智能系统，建设智慧城轨成为未来的重要发展方向。此外，自主化也是我国轨道交通产业未来的发展趋势。

智能化和自主化成趋势

“中国轨道交通信号系统此前一直被国外公司垄断控制，关键技术缺失，为解决轨道交通信号系统‘卡脖子’的问题，交控科技应运而生。实际上，交控科技是从大学孵化出来的，从一个基金项目到科技攻关计划，逐渐发展成为一个深耕于城市轨道交通控制系统的上市企业。”谈起交控科技的发展历程，郜春海向记者娓娓道来。

值得注意的是，近年来，国家相关部门启动“新基建”计划，轨道交通类基建项目成为了各地方政府的重点投资领域。按照“十四五”规划来看，城市轨道交通建设市场需求仍处高位，既有线路改造方面需求剧增，同时城际轨道交通和市域铁路也将成为新的发力点。

对此，郜春海认为，在未来10到15年的过程中，轨道交通还将会保持快速发展的空窗期。“这段时期将会成为我们进行技术迭代以及创新应用的最好和难得的机会。交控科技将在此期间，利用目前新基建的政策优势，进一步提升我国城轨信号系统的技术水平。”

谈及如何看待我国轨道交通产业的发展趋势？在郜春海看来，未来趋势之一就是智能化。随着云计算、大数据、物联网、人工智能、5G、卫星通信、区块链等新兴信息技术和城轨交通业务深度融合，推动城轨交通数字技术应用，推进城轨信息化，发展智能系统，建设智慧城轨成为未来发展的重要方向。

“另一个趋势就是自主化。通过持续不断的智能化和自主化建设，完成城轨交通由高速发展向高质量发展转变，强力助推交通强国建设。”

值得注意的是，交控科技是首批在科创板上市的25家企业之一，公司方面登陆资本市场已近2年，上市给公司带来哪些帮助？未来将如何借助资本市场做大做强？

郜春海直言，上市使得公司成为公众公司，对于公司的治理具有很强的促进作用，促使公司管理和治理结构越来越规范。此外，有效提升了公司的品牌建设，以及整体综合实力。更是聚集了一批上下游优秀合作伙伴，协同推动行业发展。

“资本市场给有想法的企业提供了更好的发展机会和资金支持，使得企业可以持续创造价值。对于交控科技，上市为我们提供了强大的资本支持，助力企业更好的发展，同时也是新的起点，公司将借用资本力量，持续进行技术创新和研发，深耕轨道交通信号产业。”他强调。

3-5年发挥效益

值得注意的是，近期，国家能源集团朔黄铁路重载移动闭塞技术发布及开通会在石家庄举行，标志着朔黄铁路成为我国第一条采用移动闭塞系统的重载铁路，我国重载铁路技术实现重大突破性进展。

移动闭塞是国际铁路公认的提升安全指标和提高运输效率的最优列控制式，而交控科技是该技术的总负责和核心技术提供商。

“该技术不仅填补了我国重载铁路移动闭塞技术领域空白，而且大幅提升重载运输自动化水平，同时必将产生示范效应和引领作用。”郜春海说，国能朔黄铁路在国际上首次提出并采用移动闭塞进行技术升级和改造，进一步克服运输能力瓶颈制约，将引领我国传统重载铁路向信息化、数字化、智能化转型，有力提高我国重载铁路的技术装备水平和国际影响力。

据了解，移动闭塞系统技术的运用，可实现列车平均发车间隔由原来11分钟缩短至7.3分钟，发车间隔缩短了34%；朔黄铁路全线完成移动闭塞改造后年运量可提升4000万吨；可降低信号系统设备综合维修成本约20%，对减轻行车人员、维护人员劳动强度等也具有积极作用。

值得注意的是，该项技术的重大突破对公司未来业绩增量的影响也备受市场关注。对此，郜春海告诉e记者，轨道交通信号系统的任何一个新技术，红利大概在10到15年。“第3代CBTC系统2010年正式开通应用，到目前交控科技各技术的市场情况来看，第3代CBTC占比20%，第3.5代I-CBTC占比50-60%，第4代FAO占比30-40%，从整个迭代的关系可以看出，红利大概是10-15年。”

根据郜春海的经验测算，朔黄重载铁路已经过8年攻关，按照规律，将在未来3-5年发挥效益。

“根据这套逻辑和模型，公司要持续创新，研究最前沿的技术，把握未来发展的机会。数据显示，国际重载线路市场规模约2000亿元，随着重载移动闭塞系统在国能朔黄铁路的应用，将为公司提供更加广阔的市场发展空间。除了城轨和重载铁路等新建线路项目，改造项目将是未来的重要趋势。据测算，到2025年，全国将有100条线面临改造和升级，市场存量巨大。”他说。

Hand in accuse science and technology (688015) is first is in division achieve board one of 25 enterprises that appear on the market, company deep ploughing controls a system at urban orbit traffic. A few days ago, hand in accuse science and technology to announce own innovation is mobile and out-of-the-way the system uses burden railroad field first, implementation listed the great skill breakthrough that controls a system to draw attention of the height inside course of study.

To this, regard orbit traffic as the domain " veteran " , make the special report that accused Gao Chunhai of president of science and technology to accept reporter of company of E of · of negotiable securities times. He thinks, mobile and out-of-the-way system applies in burden railroad domain, will bring new market of brand-new one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two class for the company undoubtedly. "Railroad of this new moon yellow burden, according to the rule, will be in prospective 3-5 year play benefit. Wait besides city course and burden railroad build circuit project, transforming a project will be fundamental trend of future. According to calculating, to 2025, the whole nation will have 100 lines to be faced with transform and upgrade, the market puts an amount tremendous. The market puts an amount tremendous..

The development trend of future of industry of refer orbit transportation, gao Chunhai thinks, as burgeoning IT and confluence of deepness of business of city rail traffic, develop intelligent system, course of construction wisdom city makes significant progress way of future. In addition, turn the development tide that also is future of industry of transportation of our country orbit independently.

Intelligence is changed and turn a tide independently

"System of signal of Chinese orbit traffic is controlled by foreign company monopoly all the time before this, crucial technology is short of break, believe order system to solve orbit traffic ' card neck ' problem, hand in accuse emerge as the times require of science and technology. Actually, hand in accusing science and technology come out from university hatch, tackle key problem to science and technology from project of a foundation plan, develop those who become a deep ploughing to control a system at urban orbit traffic to appear on the market gradually enterprise. " mention join the development course that accuses science and technology, gao Chunhai comes to reporter tirelessly path.

Notable is, in recent years, the branch is started related the country " new capital construction " plan, orbit traffic kind capital construction project invests a domain into the key for each local government. According to " 945 " in light of the program, urban orbit traffic builds market demand to still be in perch, already circuit transforms field requirement leap, at the same time traffic of city inside track and railroad of city land with certain boundaries also will make the new point that send force.

To this, gao Chunhai thinks, in future in the 10 processes that arrive 15 years, the empty window that orbit traffic still will maintain rapid development period. "What this paragraph of period will become us to have technical iteration and innovation application is best with rare opportunity. Hand in accuse science and technology to will be during this, use at present the policy advantage of new capital construction, promote the technology of system of signal of track of our country city the standard further. Promote the technology of system of signal of track of our country city the standard further..

Refer how the development trend of industry of transportation of orbit of look upon our country? Look in Gao Chunhai, one of prospective trends are intelligence is changed. As the cloud the burgeoning IT such as catenary of net of couplet of computation, big data, content, artificial intelligence, 5G, satellite communications, area piece is mixed city rail transportation Wu deepness is shirt-sleeve, drive application of technology of number of city rail traffic, advance city course informatization, develop intelligent system, course of construction wisdom city makes the important way that future develops.

"Another trend is changed independently namely. Be changed through continual intelligence and change construction independently, traffic of rail of the city that finish develops change to high quality by high speed development, puissant aid postpone construction of traffic powerful nation. Puissant aid postpone construction of traffic powerful nation..

Notable is, hand in accusing science and technology is first is in division achieve board one of 25 enterprises that appear on the market, company side lands capital market close already 2 years, appear on the market what to help bring to the company? Prospective general how does capital market do have the aid of greatly strong?

Gao Chunhai speak bluntly, appear on the market make the company becomes public company, have very powerful stimulative effect to the processing of the company, make company management and processing structure more and more normative. In addition, promoted the brand of the company effectively construction, and integral comprehensive strength. Was to collect a batch of fluctuation to swim more outstanding partner, promote industry development in coordination.

"Capital market provided better development chance and capital support to the company that has idea, make an enterprise OK create value continuously. Accuse science and technology to handing in, appeared on the market to provide powerful capital support for us, aid the progress with power better company, also be new start at the same time, the company will use capital power, have technical innovation and research and development continuously, traffic of deep ploughing orbit believes size property. " he emphasizes.

3-5 year produce beneficial result

Notable is, the near future, mobile and out-of-the-way technology releases burden of yellow railroad of the first day of the lunar month of national energy group reach enlightened meeting to be held in Shijiazhuang, indicate yellow railroad makes a the first day of the lunar month the burden railroad that our country uses mobile and out-of-the-way system the first times, technology of railroad of our country burden achieves significant revolutionary progress.

Mobile and out-of-the-way it is the promotion with international accepted railroad safe index and the type of best row control that improve carriage efficiency, and hand in accusing science and technology is this technology is total be in charge of and core technology provider.

"This technology not only fill railroad of our country burden is mobile and out-of-the-way technical domain is blank, and promote burden to carry automation level considerably, be sure to arise at the same time demonstrative effect and lead action. " Gao Chunhai says, country new moon yellow railroad puts forward first in the world and can use shift out-of-the-way undertake the technology upgrades and transform, overcome carriage capacity bottleneck to restrict further, will lead informatization of direction of iron of our country traditional burden, digitlization, intelligence to change transition, strong the technical equipment level that raises railroad of our country burden and international consequence.

As we have learned, of technology of mobile and out-of-the-way system apply, can realize train to send car interval on average by so 11 minutes shorten to 7.3 minutes, the interval that send a car shortened 34% ; The shift of the whole line of new moon yellow railroad that finish is out-of-the-way transform volume of the year after next to be able to promote 40 million tons; Can reduce signal system equipment to maintain cost integratedly about 20% , to reducing staff of drive a vehicle, safeguard staff work intensity to wait to also have positive effect.

Notable is, the major breakthrough of this technology also has to the influence of increment of company future outstanding achievement suffer the market to pay close attention to. To this, gao Chunhai tells E the reporter, the any new technology of system of orbit traffic signal, bonus is in probably 10 to 15 years. "System of the 3rd acting CBTC opens application formally 2010, arrive to be handed in at present accuse science and technology in light of the market condition of each technology, the 3rd acting CBTC is occupied than 20% , the 3.5th acting I-CBTC is occupied than 50-60% , the 4th acting FAO is occupied than 30-40% , the relation from whole iteration can see, bonus is 10-15 probably year. Bonus is 10-15 probably year..

The experience according to Gao Chunhai is calculated, railroad of new moon yellow burden has passed 8 years to tackle key problem, according to the rule, will be in prospective 3-5 year play benefit.

"According to this logic and model, the company should innovate continuously, research the technology of foremost edge, hold the scope that future expands. Data shows, dimensions of market of international burden circuitry makes an appointment with 200 billion yuan, as burden mobile and out-of-the-way system is in country can the application of new moon yellow railroad, will offer more broad market to develop a space for the company. Wait besides city course and burden railroad build circuit project, transforming a project will be fundamental trend of future. According to calculating, to 2025, the whole nation will have 100 lines to be faced with transform and upgrade, the market puts an amount tremendous. " he says.