High-speed rail is a peculiar industry. The deeper you understand, the more stories you see. Even a small fastener has a story behind it, not to mention the billion-dollar potty market each year-the former director of transportation of the Ministry of Railways. Zhang Shuguang's wife is an active middleman in this market.
的很多产品都打上了垄断的印记，《新世纪》周刊最新一期封面报道《奢侈动车》揭示的还是一些显而易见的问题，那些所谓高科技公司背后隐藏的垄断利润就更高。 In fact, many products of KVVP and RVVP series shielded signal cable high-speed rail have been monopolized. The cover of the latest issue of "New Century" Weekly "Luxury Motor Car" reveals some obvious problems, hidden behind those so-called high-tech companies. The monopoly profit is even higher.
People in the industry call this phenomenon of “relying on high profits through relationships” as a predatory monopoly. Even CSR OEMs are very disgusted with such enterprises. During our investigation of bathrooms, seats, air conditioners, refrigeration, lighting and other products, we found a series of such companies. They have no technical and financial strength. They are qualified by the Ministry of Railways to arrange joint ventures with foreign investors. They can obtain orders when they have not yet produced a product, and then purchase from qualified companies in the industry. There are no fewer such agents, and most of these companies are private enterprises. After Zhang Shuguang was investigated, many private enterprise bosses were questioned, and the interest relationship behind them was questionable.
We believe that predatory monopoly is not just the above market segment, it has penetrated into all aspects, because the bidding system of the Ministry of Railways is the result of the existing approval process and third-party certification, and artificial decoration has become mainstream. With a single message, a phone call will work. Even some officials of the Ministry of Railways have already served as sales representatives for certain products, helping companies to enter road bureaus and OEMs, earning at least millions of dollars each year.
Who is paying for high purchases? 称第一采购方是南北车，但他们已经上市多年，该降低的成本降不下来，难道损害的不是投资者的利益吗？ KVVP and RVVP series shielded signal cables claim that the first purchaser is North and South Vehicles, but they have been on the market for many years. The reduced cost cannot be reduced. Isn't it the investor's interest that is harmed?
The second purchaser is the Ministry of Railways, whose procurement funds come from financial appropriations, bank loans, and market bonds. At present, it is already heavily in debt, and even the interest on loans in that year is still not up, but those corrupt officials and problematic enterprises have benefited from it.
Compared with the purchase of motor vehicles, the situation of the subway is much better, and the cost is about half lower than when it was introduced ten years ago. why? As a result of the competition, on the one hand, the owners are local subway companies and openly bid, and the railway has only one owner from the Ministry of Railways; Internal competition is fierce, and OEMs have enough incentive to reduce costs. The procurement of moving cars is determined by the Ministry of Railways, and there is no competition between North and South vehicles.
说最为严重的是，这种利益瓜分与保护，关系型企业的进入，把真正技术型的企业挡在门外，技术型企业需要依附关系型企业才能进入市场，这一畸形的格局使高铁产业链不能健康发展，大大降低了投资效率。 According to the KVVP and RVVP series shielded signal cables , the most serious is that such interests are divided and protected. The entry of relational enterprises blocks the real technological enterprises. Technological enterprises need to rely on the relational enterprises to enter the market. This malformed pattern prevents the high-speed rail industry chain from developing healthily and greatly reduces investment efficiency.
There are many drawbacks. Even if the Ministry of Railways does not carry out institutional reforms, the bidding reform is a matter of its own.