High-speed rail is the key to China’s balanced, sustainable double-digit growth. By 2020, four super-city clusters will emerge in China and two existing super-cities will expand as a direct result of the population’s increased mobility and the surge in domestic traffic in China.

A more mobile workforce and newly accessible markets will serve to narrow the country’s geographic and economic disparities.

The impact is imminent . . . by 2013, 50 per cent of the cities on the planned network will be connected to the high-speed rail grid. The economic impact of this increased connectivity will continue well beyond the immediate gains in key industries, however.

一份由Jerry Lou和Allen Gui完成的最新摩根斯坦利研究，解释了超高速火车如何永远改变中国经济。

高铁是中国经济平衡、持久的两位数增长的关键。2020年前，中国人口的流动性增大和国内运输的上升，将直接导致四个超大城市群形成和两个已有的超大城市群扩大。

流动性更大的劳动力和新的可触及的市场，将缩小该国的地域和经济差异。

这个影响是巨大的…2013年前，高铁网络规划中的50%的城市将被连上高铁网。然而，除了关键行业的直接收获，流动性增加带来的经济影响也将持续。

Some industries are clearly well placed to derive long-term benefits from China’s infrastructure build-out.

Morgan Stanley analysts, from 12 industries and three continents, have identified the opportunities associated with this mega project.

The global investment bank has created geographic and sector baskets based on its investment analysis, which it believe will capture the secular opportunity in China for the coming 10 years, especially in hotels, restaurants, tourism, car rental, property, and rolling stock. However, aviation and toll roads may not fare as well, claims the Morgan Stanley report.

How high-speed rail is reshaping Chinese economy

China’s ever-expanding high-speed rail system is transforming the country, both, economically and socially.

有些行业明显针对高铁布局，以期望从中国基础设施建设中获得长期的利益。

来自12个行业和三大洲的摩根斯坦利分析家，确定了这项巨大工程相关的机会。

全球投资银行根据投资分析列出了中国未来10年存在机会的一揽子地区和部门名单，特别是酒店、餐饮、旅游、汽车租赁、房地产和轨道车辆。然而，这份摩根斯坦利报告指出，航空和收费公路可能没那么成功。

高铁重塑中国经济

中国一直在扩大的高铁系统正从经济和社会两方面改变中国。

Over the next decade, China’s high-speed rail system will increase the mobility of the population, affecting some 70 crore (700 million) people; contribute to the creation of four new super-city clusters, and enhance two existing super-cities; and boost hub cities’ traffic exponentially.