The rail transport market - France

The global rail transport market, estimated at $427.3 billion in 2020, is set to reach $561.7 billion by 2026, with an average annual growth rate (CAGR) of 4.7%, with passenger transport expected to grow at a CAGR of 5.2% to reach $316.4 billion by 2026. In line with global trends, the French rail market is an important one in Europe, with an extensive network of over 30,000 km. Rail industry production is dominated by rolling stock and signalling equipment, with a focus on digitization and improving the consumer experience. The sector is preparing for liberalization, with SNCF renewing its offerings in response to private competition, particularly in freight, where it faces aggressive pricing policies in alternative transport markets.

Although the French market faces challenges, as evidenced by the reduction in the total length of rail lines from over 30,500 kilometers to less than 27,500 kilometerstres, government investment in rail, including a 3.5 billion euro renewal plan for regional trains, and projects such as the Grand Paris Express, demonstrate strong support. Demand for rail equipment in France and Europe is mainly driven by rolling stock construction, aging infrastructure and government investment. The avian flu pandemic had a considerable impact on rail transport in 2020, with a 42% drop in SNCF passenger numbers and similar declines in the various rail services, underlining the volatility of the market in times of crisis.

The structure of the market is set to change, with increased competition expected after liberalization in 2023, reinforcing the need for innovation and innovation.the need for innovation and competitiveness among key players such as Alstom, Bombardier and Siemens, alongside emerging global competitors like CRRC.

Sustained growth in a changing landscape : Demand for rail transport in France

Exploring the dynamic contours of the French rail transport market, we observe a field experiencing sustained growth, complemented by eminent recalibration of market structures and competitive incursions. This link between infrastructure and mobility is a flourishing economic artery that stimulates trade and connectivity. The French rail industry, a major player in the global market, is continuing its upward trajectory, in parallel with global market expansion trends. Public funding strongly influences the passenger rail market, which distinguishes it from the freight sector characterized by vigorous participation by private entities. Despite the challenges posed by price competition in air, bus and river transport, the French rail sector, motivated in part by its ecological footprint, is ready for liberalization - a move that should reinvigorate the market landscape with new entrants and innovations. Esteemed for its leading role, SNCF is in the vanguard, reorganizing its offerings to maintain its competitive edge.

From a global perspective, the rail transport market is robust, projected to grow from around US$427 billion to over US$561 billion by the mid-2020s. Europe, albeit with disparities between member states, is demonstrating concerted efforts to increase and modernize rail's share of trade, thanks to ambitious projects such as the "European Year of Rail".

A closer look at the French market reveals a mixed picture. The total length of rail lines operated shows a contraction, signalling changes in demand and infrastructural challenges. However, SNCF, despite a significant decline in revenues due to the avian flu pandemic, has shown a general upward trend in annual sales since the early 2010s. In particular, passenger rail transport reflects a resonant increase, with volumes between 95 and 105 billion passenger-kilometers signaling a robust demand profile for mass transportation. The freight segment, although less important than passenger transport in terms of volume, echoes a steady level of activity, with annual volumes fluctuating between 85 and 95 million taxed tons. Investment plans are giving considerable impetus to demand for rail transport equipment. France's commitment to renovating its TGV fleet, revitalizing regional trains and upgrading urban transport vehicles is catalyzing demand for rolling stock. Large-scale initiatives such as the Grand Paris Express project, which represents an investment of around €40 billion, and SNCF tenders are amplifying the momentum, ensuring the supply and maintenance of contemporary rail systems. These investments.

"Rail giants: at the forefront of rail innovation and expansion"

The rail industry is defined by a combination of long-standing expertise and innovative forces driving the market forward. The sector's leading companies have not only shaped the landscape, but continue to drive advances in technology, service and sustainable practices. Here's a look at some of the major players whose efforts are writing their names into the annals of rail history and paving the way for a more connected world.

• Alstom - With a global presence, Alstom is a titan of the rail transport industry. Its state-of-the-art portfolio includes everything from high-speed trains to metros and streetcars. Of particular note is the acquisition of Bombardier Transportation, which reinforces Alstom's position as a market giant, especially in the field of sustainable mobility solutions. Alstom is at the forefront of innovation, advocating more energy-efficient trains and leading major projects such as the €2.7 billion contract for 100 TGVs.
• Bombardier - Before its acquisition by Alstom, Bombardier was a household name in rail construction. The Canadian giant had a wide reach, manufacturing not only rolling stock, but also venturing into aerospace. Its products were internationally renowned for their quality and reliability, and with Alstom, their legacy of excellence continues.
• Siemens - A pillar of the industry, Siemens has long been a rival to Alstom in the international rail transport market. With a strategic focus on automation and signalling, Siemens continues to expand its presence and technological mastery, always seeking to shape the future of mobility through innovation and in-depth research and development.
• Thales - A leader in signalling and control equipment, Thales plays an essential role in ensuring the safety and efficiency of railroads. Its systems are integral to the smooth operation of railroads worldwide, and support the industry's move towards digitized, automated and integrated networks.
• Hitachi - Hitachi has become a formidable global player after acquiring Ansaldo Breda and completing the takeover of Ansaldo STS. Its expertise encompasses the entire range of rail transport equipment, meeting the needs of modern infrastructures and technological advances in the field of public transport.
• CRRC - Originating from China, CRRC is the world's largest supplier of rail transport equipment, with the most comprehensive product ranges and the most advanced technologies. Its dominance of the Chinese market is unrivalled, and its forays into international territories represent a growing threat to the established order.

Informations

• Nombre de pages : 30 pages
• Format : Version digitale et PDF
• Dernière mise à jour : 05/10/2021

Sommaire et extraits

Liste des graphiques

• Estimation de l'évolution du chiffre d'affaires du marché du transport ferroviaire
• Classement des pays du monde selon l'indice de qualité de leur réseau ferroviaire
• TCAC du marché ferroviaire mondial pour 2021-2023 par rapport à 2015-2017, par région
• Chiffre d'affaires des principaux pays européens pour le transport ferroviaire interurbain de voyageurs
• Chiffre d'affaires des principaux pays européens pour le transport ferroviaire de fret
• Evolution du chiffre d'affaires européen pour le transport ferroviaire
• Répartition du transport intérieur ferroviaire de marchandises
• Evolution de la longueur totale des lignes ferroviaires exploitées
• Evolution du chiffre d'affaires annuel de la SNCF (Société Nationale des Chemins de fer Français)
• Evolution du volume de marchandises transporté par voie ferroviaire
• Evolution des chiffres d'affaires pour le transport ferroviaire selon l'exploitation des codes NAF "49.10Z" et "49.20Z"
• Répartition de la demande dans l'industrie ferroviaire selon le chiffre d'affaires
• Répartition du transport intérieur des voyageurs par mode
• Répartition des modes de transport terrestre de marchandises
• Fréquence d'utilisation des trains et des RER par les Français dans leurs déplacements quotidiens
• Répartition des trains circulant par rapport à la même période l'année précédente
• Evolution du nombre de locomotives dans le parc ferroviaire
• Evolution du nombre de wagons au sein du parc ferroviaire
• Evolution du nombre d'entreprises du marché du transport ferroviaire de voyageurs (code NAF 49.10Z)
• Evolution des effectifs salariés du secteur du transport ferroviaire de marchandises (code NAF 49.20Z)