市場調查報告書
商品編碼
1603764
2030 年鐵路基礎設施市場預測:按類型、基礎設施、業主和地區分類的全球分析Rail Infrastructure Market Forecasts to 2030 - Global Analysis By Type (High-Speed Rail, Conventional Rail, Metro Rail, Light Rail, and Other Types), Infrastructure, Ownership and By Geography |
根據Stratistics MRC預測,2024年全球鐵路基礎設施市場規模將達515億美元,預計2030年將達到710.1億美元,預測期內複合年成長率為5.5%。
鐵路基礎設施是指鐵路運輸運作所必需的實體框架和系統。這包括軌道、車站、橋樑、隧道、號誌系統和鐵路線電氣化。鐵路基礎設施還包括維護站和控制中心等確保系統有效率運作的設施。鐵路基礎設施對於客運和貨運都至關重要,與公路和航空運輸相比,鐵路基礎設施透過減少擁塞和環境影響,有助於實現永續和高效的交通。
人口成長和都市化
人口成長和都市化增加了對高效能、大容量運輸系統的需求,大大推動了鐵路基礎設施市場的發展。隨著城市擴張和人口增加,現有交通網路的壓力不斷增加,促使新鐵路系統的開發和升級,以滿足不斷成長的需求。都市化也導致了智慧城市計劃的創建,這些項目通常優先考慮永續的高速鐵路網路。此外,對城際列車和通勤鐵路緩解人口稠密地區擁擠的需求正在進一步加速鐵路基礎設施的投資。
環境和空間限制
在人口稠密的都市區,可用土地稀缺,因此很難在不花費大量資金或造成干擾的情況下建造新鐵路線或擴大現有鐵路線。此外,鐵路計劃經常面臨保護生態系統、水源和野生動物的環境法規,增加了複雜的要求,減緩了建設速度並增加了預算。這些計劃也面臨當地社區對噪音、污染和財產影響的反對,這可能會導致進一步的監管。此外,與其他交通基礎設施相比,嚴格的環境評估和授權延長計劃進度,並使鐵路擴建成為一個緩慢的過程,從而限制了某些地區的市場成長和投資潛力。
高鐵網和智慧軌道網
高鐵減少了旅行時間,吸引了更多通勤者,並減少了道路擁塞。同時,物聯網、人工智慧和先進交通號誌等智慧技術可以提高安全性、最佳化交通流量並最大限度地減少延誤。這些創新滿足了對永續和可靠交通不斷成長的需求,特別是在日益都市化的地區。隨著政府和私人投資者優先考慮綠色基礎設施,推動世界鐵路網路的進步和擴展,以滿足不斷成長的出行需求,高鐵和智慧鐵路解決方案受到越來越多的關注。
與其他交通途徑的競爭
道路提供了靈活性和直接存取,特別是在鐵路網路可能不那麼廣泛的都市區和偏遠地區。鐵路在貨運和客運中的佔有率有限,因為道路運輸優先,特別是中短途運輸。此外,由於航空旅行速度快,通常是遠距旅行的首選,這進一步降低了鐵路的競爭力。電動和自動駕駛汽車的新興趨勢也增加了道路運輸作為更永續選擇的吸引力。這些競爭壓力限制了鐵路擴張和投資的潛力,特別是在其他交通基礎設施已經建立的地區,並影響了整體市場的成長。
COVID-19 的影響
COVID-19 大流行對鐵路基礎設施市場產生了重大影響。這導致客運量下降,導致許多鐵路營運商的收益下降,尤其是城際運輸。然而,由於封城期間貨運需求激增,貨運鐵路服務更加穩定。由於勞動力短缺和供應鏈中斷,許多基礎設施計劃面臨延誤和延遲。儘管面臨這些挑戰,作為復甦計畫和綠色交通舉措的一部分,對鐵路基礎設施的長期投資預計將繼續下去。
預計地鐵部分在預測期內將是最大的
透過提供高效、快速和環保的交通解決方案來滿足城市交通需求,地鐵產業預計將出現利潤豐厚的成長。快速的都市化和城市人口成長增加了對減少道路堵塞和污染的公共交通系統的需求。城域網路是一個重要的解決方案,吸引政府和私人組織的大量投資。地鐵系統的先進技術,如自動化列車和智慧票務,正在提高通勤者的便利性和安全性,促進城市軌道基礎設施的擴建和升級,並推動市場成長。
訊號系統產業預計在預測期內複合年成長率最高
由於安全、效率和營運能力的提高,預計訊號系統產業在預測期內將實現最高的複合年成長率。先進的號誌系統,包括自動列車控制(ATC)和基於通訊的列車控制(CBTC),可以實現即時監控和更準確的列車調度,減少延誤和事故。這些系統使列車能夠更緊密、更安全地運行,增加軌道容量,以滿足不斷成長的客運和貨運需求。隨著鐵路網路的擴張和現代化,對先進號誌技術的投資正在推動整個鐵路基礎設施市場的成長,支持更順暢、更可靠的營運。
由於快速都市化、人口成長以及高鐵網路和城市軌道交通網路投資的增加,預計亞太地區將在預測期內佔據最大的市場佔有率。中國、印度和日本等國家正在率先開展大規模鐵路計劃,旨在改善連通性並緩解道路擁塞。政府促進環保和高效公共交通系統的措施進一步推動了市場成長。此外,自動化系統和智慧訊號等先進鐵路技術的採用提高了網路效率,並使亞太地區成為鐵路基礎設施開拓充滿活力且有吸引力的市場。
在現代化努力、都市化和對永續交通解決方案的關注的推動下,預計北美在預測期內將出現最高的複合年成長率。升級現有鐵路線、擴大地鐵和高速鐵路網路以及引入自動化系統等智慧技術的投資正在提高運輸能力和效率。該地區優先考慮綠色交通以減少排放,並鼓勵客運和貨運從公路轉向鐵路。政府計劃和私人投資的大力支持進一步推動了發展,使北美成為全球鐵路基礎設施市場的主要企業。
According to Stratistics MRC, the Global Rail Infrastructure Market is accounted for $51.5 billion in 2024 and is expected to reach $71.01 billion by 2030 growing at a CAGR of 5.5% during the forecast period. Rail infrastructure refers to the physical framework and systems required for the operation of rail transport. This includes tracks, stations, bridges, tunnels, signalling systems, and the electrification of rail lines. Rail infrastructure also encompasses facilities like maintenance depots and control centers that ensure the efficient functioning of the system. It is vital for both passenger and freight transport, contributing to sustainable and efficient mobility by reducing congestion and environmental impact compared to road or air transport.
Population growth and urbanization
Population growth and urbanization significantly drive the rail infrastructure market by increasing the demand for efficient, high-capacity transport systems. As cities expand and populations grow, the pressure on existing transportation networks intensifies, prompting the development of new rail systems and upgrades to meet the growing demand. Urbanization also leads to the creation of smart city projects, which often prioritize sustainable and high-speed rail networks. Additionally, the need for intercity and commuter rail services to alleviate congestion in densely populated areas further fuels investments in rail infrastructure.
Environmental and space constraints
Environmental and space constraints in densely populated urban areas, the scarcity of available land makes it challenging to build new rail lines or expand existing ones without substantial costs or disruptions. Moreover, rail projects often face environmental regulations to protect ecosystems, water sources, and wildlife, adding complex requirements that delay construction and inflate budgets. These projects may also face opposition from local communities concerned about noise, pollution, and property impact, leading to further restrictions. Additionally, stringent environmental assessments and permits can lengthen project timelines, making rail expansion a slower process compared to other transportation infrastructure, limiting the market's growth and investment potential in certain regions.
High-speed and smart rail networks
High-speed rail reduces travel times, attracting more commuters and reducing congestion on roads. Meanwhile, smart technologies like IoT, AI, and advanced signalling improve safety, optimize traffic flow, and minimize delays. These innovations cater to the increasing demand for sustainable and reliable transportation, especially in urbanizing regions. As governments and private investors prioritize eco-friendly infrastructure, the focus on high-speed and smart rail solutions strengthens, fostering advancements and expansions across global rail networks to meet rising mobility needs.
Competition from other transport modes
Roads offer flexibility and direct access, particularly in urban and remote areas where rail networks may not be as extensive. This preference for road transport, especially for short -medium distances, limits rail's share in freight and passenger movement. Additionally, air travel is often favoured for long distances due to its speed, further reducing rail's competitive edge. Emerging trends in electric and autonomous vehicles also increase the appeal of road transport as a more sustainable option. These competitive pressures restrict rail's potential for expansion and investments, especially in regions where other transport infrastructures are already well-established, affecting overall market growth.
Covid-19 Impact
The COVID-19 pandemic had a significant impact on the Rail Infrastructure Market. It led to reduced passenger travel, causing a decline in revenue for many rail operators, especially in urban and intercity transport. However, freight rail services remained more stable, as demand for goods transport surged during lockdowns. Many infrastructure projects faced delays or were postponed due to workforce shortages and supply chain disruptions. Despite these challenges, long-term investments in rail infrastructure are expected to continue as part of recovery plans and green transportation initiatives.
The metro rail segment is expected to be the largest during the forecast period
The metro rail segment is estimated to have a lucrative growth, by addressing urban transit needs with efficient, fast, and eco-friendly transportation solutions. Rapid urbanization and population growth in cities have led to increased demand for public transit systems that reduce road congestion and pollution. Metro rail networks are a key solution, attracting significant investments from governments and private entities. Advanced technologies in metro systems, such as automated trains and smart ticketing, enhance commuter convenience and safety, driving expansions and upgrades in urban rail infrastructure and propelling market growth.
The signalling systems segment is expected to have the highest CAGR during the forecast period
The signalling systems segment is anticipated to witness the highest CAGR growth during the forecast period, due to enhancing safety, efficiency, and operational capacity. Advanced signalling systems, including Automatic Train Control (ATC) and Communication-Based Train Control (CBTC), allow for real-time monitoring and more precise train scheduling, reducing delays and accidents. These systems enable trains to run closer together safely, increasing line capacity and meeting growing passenger and freight demands. As rail networks expand and modernize, investments in sophisticated signalling technologies drive growth across the rail infrastructure market, supporting smoother and more reliable operations.
Asia Pacific is projected to hold the largest market share during the forecast period by rapid urbanization, population growth, and rising investments in high-speed and urban rail networks. Countries like China, India, and Japan are leading the way with expansive rail projects aimed at improving connectivity and reducing road congestion. Government initiatives promoting eco-friendly and efficient public transport systems further bolster market growth. Additionally, the adoption of advanced rail technologies, including automated systems and smart signalling, enhances network efficiency, making Asia-Pacific a dynamic and attractive market for rail infrastructure development.
North America is projected to have the highest CAGR over the forecast period, driven by modernization efforts, urbanization, and a focus on sustainable transport solutions. Investments in upgrading existing rail lines, expanding metro and high-speed rail networks, and incorporating smart technologies like automated systems are enhancing capacity and efficiency. The region prioritizes eco-friendly transportation to reduce emissions, encouraging shifts from road to rail for both passenger and freight movement. Strong support from government programs, along with private investments, further fuels development, making North America a key player in the global rail infrastructure market.
Key players in the market
Some of the key players profiled in the Rail Infrastructure Market include Bombardier Transportation, Alstom, Siemens, Kawasaki Heavy Industries, GE Transportation, Union Pacific Railroad, BNSF Railway, Norfolk Southern Corporation, The Kansas City Southern Railway Company, National Railroad Passenger Corporation (Amtrak), CRRC Corporation, Hitachi Rail, Toshiba Corporation, Vossloh AG, Thales Group, Mitsubishi Heavy Industries, Patentes Talgo S.A., Trimble Inc., Wabtec Corporation and Furukawa Electric Co. Ltd.
In October 2024, Kawasaki signed a strategic agreement with CB & I to advance the infrastructure for a commercial liquefied hydrogen (LH2) supply chain. This partnership is focused on creating scalable LH2 infrastructure to support global decarbonisation goals by leveraging both companies' expertise in hydrogen technologies, reducing costs, and enhancing the hydrogen supply chain's scalability and reliability.
In April 2024, KHI began mass production of off-road four-wheelers in Mexico, boosting its manufacturing capabilities in North America. This move strengthens Kawasaki's presence in the recreational vehicle market and aligns with its strategy to grow in regions with high demand for off-road vehicles.
In February 2024, Kawasaki entered a Memorandum of Understanding with Symbio to co-develop fuel cell systems for heavy-duty applications, furthering Kawasaki's goal to lead in zero-emission solutions for industrial vehicles. This collaboration supports the development of efficient hydrogen-powered systems for heavy industries.