馬鋼股份(600808.SH):控股子公司馬鋼交材是CR450動車組高速車輪的核心供應商
格隆匯7月21日丨馬鋼股份(600808.SH)在投資者互動平臺表示,公司控股子公司馬鋼交材是CR450動車組高速車輪的核心供應商。在2024年12月發佈的2列CR450樣車中,已成功裝車28件馬鋼自主研發的時速400公里高速車輪,目前運行穩定。若CR450在京滬線運營,對公司的積極影響主要體現在兩方面:第一,CR450對車輪的生產設備、工藝穩定性和性能要求比CR400復興號更高更嚴,促使公司深化材料創新與工藝精度研究,構建更高水平技術壁壘,實現車輪質量整體提升。第二,CR450作爲全球最高速列車,其成功運用對中國高鐵引領和提升馬鋼品牌形象具有深遠影響,有望帶動出口型高速車輪訂單增長。同時,京滬線作爲繁忙幹線,CR450投運將催生大規模車輪替換與維護需求,爲公司帶來持續業務增量。
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