Wind turbines and rail trains are receiving dual line orders, and China Railway Rolling Stock Corporation (CRRC) has delivered impressive second quarter operating results. On the evening of June 30, 2026, CRRC announced that the company and its subsidiaries signed multiple major business contracts in the second quarter of 2026, with a total amount of 51.64 billion yuan, accounting for 18.9% of the company's annual audit revenue in 2025.

In addition to winning multiple large orders in the core business of rail transit, the company's expansion into the second sector of new energy has achieved remarkable results. Its various units have signed a total of 2.09 billion yuan in new orders for wind power and energy storage equipment supply, reflecting the continuous effectiveness of the company's new energy equipment market development. The order details of each segmented track business are clear: new car sales of high-speed trains amounted to 12.65 billion yuan, freight vehicle manufacturing amounted to 10.04 billion yuan, deep maintenance of high-speed trains amounted to 8.59 billion yuan, urban rail vehicle production and maintenance amounted to 6.03 billion yuan, locomotive manufacturing and maintenance amounted to 5.75 billion yuan, centralized power high-speed train manufacturing amounted to 4.15 billion yuan, and passenger car maintenance amounted to 2.34 billion yuan.

The advantages of the new energy industry chain are highlighted

The wind power business is a key growth sector in China CRRC's one core three pole development plan. With the support of core entities such as CRRC Zhuzhou Institute and Shandong Wind Power, the enterprise has built a full chain industrial system covering blades, generators, gearboxes, complete machine production, and wind farm general contracting projects. The successful signing of nearly 2.1 billion yuan worth of wind power and energy storage orders fully confirms CRRC's strong market competitiveness and industry reputation in the field of new energy equipment. Keywords: CRRC, energy storage, new energy

Layout new energy to release industry signals

Among the 50 billion level orders of rail transit enterprises, the proportion of 2.09 billion yuan wind and solar energy storage orders is not outstanding, but it sends a clear development signal to the wind power industry: state-owned manufacturing enterprises are accelerating the layout of the second growth track of new energy, and the landing results continue to increase. Relying on the ability to integrate the complete upstream and downstream industrial chain and the brand advantages of central enterprises, CRRC's competitiveness continues to improve in the bidding for onshore wind power bases and integrated wind solar storage projects. The continuous entry of large-scale equipment state-owned enterprises into the new energy track will also promote professional wind power equipment enterprises to accelerate technological iteration, create distinctive and differentiated services, and enhance their competitiveness.Editor/Gong Ziwei