2017 THE GERMAN RAILWAY MARKET Facts, Numbers, Players, Trends Extract from the study THE GERMAN RAILWAY MARKET Facts, Figures, Players and Trends SCI Verkehr GmbH is an independent consultancy firm that is specialised on traffic economy and traffic engineering. As an industry insider, we specialise in market and strategic issues in the mobility sector. We focus our activities on manufacturers and service providers in transport and logistics, the financial and public sectors. High innovative pressure and a stronger financial planning security enable a dynamic development in the German railway market. This dynamic development, however, does not take the pressure from the railway industry to place cost-effective and innovative solutions on the market. Customers and authorities increasingly expect modern products and raise their demands on environmentally friendly, energy-saving and low-noise products. The continuous digitisation of the entire railway sector is becoming increasingly important. In this context, SCI Verkehr has comprehensively revised the market study on the German rail market. The reader expects carefully elaborated analyses and forecasts of: the transport markets for rail passengers transport, rail freight transport as well as urban rail transport the markets for products and services in the segments of rolling stock, infrastructure and systems technology the current market structure (legal and socioeconomic fundamentals as well as the political and economic environment) the ongoing market development and the significant megatrends The Annex contains: Company portraits (fact sheets) railway undertakings in the passenger and freight transport sector the main manufacturer of rolling stock, infrastructure and system technology address lists of transport and infrastructure companies Overvieos of infrastructure projects and rolling stock orders The results are based on a variety of information from press releases and expert discussions, which are continuously evaluated, validated and collected in the central database SCI/DATABASE. The methodology and structure have been supplemented and further developed. The result is a coherent and meaningful overview of the German rail market today and in the coming years. The market study "The German Railway Market - Facts, Figures, Players and Trends" is available as from September in German and October in English language. Contact: Ann Kathrin Arntz Ahmed Yasin Tel.: +49 221 93178 0 Tel.: +49 221 93178 0 E-Mail: [email protected] E-Mail: [email protected] © SCI Verkehr GmbH • www.sci.de • The German Railway Market 2 Extract from the study The main part of the study comprises about 150 pages with ca. 100 figures and 30 tables. The Annex of the study has about 100 pages. CONTENT 1 Executive Summary ............................................................................................................. 20 2 Objective and Methodology ................................................................................................ 26 2.1 Objective .................................................................................................................................... 26 2.2 Segmentation of the Market ....................................................................................................... 27 2.3 The Transport Markets ............................................................................................................... 28 2.4 The Markets for Products and Services ..................................................................................... 31 3 Structure and General Conditions of the Railway Market in Germany ............................. 42 3.1 Companies and Employment .................................................................................................... 42 3.2 Position of Rail Transport ........................................................................................................... 44 4 The Transport Markets ........................................................................................................ 45 4.1 Long-Distance Passenger Rail ................................................................................................... 45 4.2 Regional and Commuter Rail ..................................................................................................... 54 4.3 Urban Rail Transit (Metro, LRT).................................................................................................. 66 4.4 Rail freight transport ................................................................................................................... 70 5 Products and Services: Digital Products and Services ..................................................... 77 5.1 Drivers of Market Development .................................................................................................. 77 5.2 Market Volumes and Forecast ................................................................................................... 78 5.3 Outlook and Mega Trends ......................................................................................................... 79 6 Products and Services: Infrastructure and Systems Technology ..................................... 80 6.1 Summary .................................................................................................................................... 80 6.2 Overview of Existing Infrastructure............................................................................................. 82 6.3 Track Systems ............................................................................................................................ 92 6.4 Electrification .............................................................................................................................. 97 6.5 Control Command and Signalling ........................................................................................... 102 6.6 Passenger-Related Information Technology ........................................................................... 107 7 Products and Services: Rolling Stock .............................................................................. 111 7.1 Summary .................................................................................................................................. 111 7.2 High-Speed and Long-Distance Trains .................................................................................... 112 7.3 Electric Locomotives ................................................................................................................ 116 © SCI Verkehr GmbH • www.sci.de • The German Railway Market 3 Extract from the study 7.4 Diesel Locomotives .................................................................................................................. 121 7.5 Electric Multiple Units ............................................................................................................... 128 7.6 Diesel Multiple Units ................................................................................................................. 135 7.7 Passenger Coaches ................................................................................................................. 140 7.8 Freight Wagons ........................................................................................................................ 144 7.9 Underground (metro) vehicles ................................................................................................. 149 7.10 Light Rail Vehicles .................................................................................................................... 153 ANNEX 1 Unternehmensportraits / Fact Sheets ............................................................................... 159 2 Adresslisten / Address Lists ............................................................................................. 252 3 Wichtige aktuelle Infrastrukturprojekte / Important Current Infrastructure Projects ...... 254 4 Flotten und Beschaffungen von Fahrzeugen / Fleets and Orders of Rolling Stock ....... 261 © SCI Verkehr GmbH • www.sci.de • The German Railway Market 4 Extract from the study Excerpt from the main part of the study: (…) In 2016, the transport market reached a total volume of EUR 22.7 billion. More than half were accounted for by regional and commuter rail and more than one quarter by rail freight transport. Market Volume 2016 Market Expected Market Development Segment [EUR billions] [%] Development 2016–2021 2011–2016 (tendency) (tendency) Long-distance passenger rail 4.0 17.6 Local rail passenger transport 10.2 44.9 Urban rail transport 3.1 13.7 Rail freight transport 5.4 23.8 Total 22.7 100.0 Source: BNetzA, own calculations © SCI Verkehr GmbH Table 1: Executive Summary – Segmentation of the Transport Markets (…) However, structural imponderabilities in the financing of regional and commuter passenger rail including its infrastructure have been resolved in recent years not only with the revision of the Regionalisation Fund Act, but also with the enactment of the Railway Regulation Act (Eisenbahnregulierungsgesetzes, ERegG) and the continuation of the Municipal Transport Funding Law/Demerging Law. There are still uncertainties due to regression of debts in the public sector ("balanced budget amendment"). Segmentation of the Market: Classification of the Railway Markets Railway Markets Transport Markets Product Markets Service Markets Long-distance Transport Process related