一直以来，当“三驾马车”表现乏力的时候，基建一般都是最先被抓起来的方向，这也是为什么去年铁道部连发“三道金牌”追加投资规模的具体原因。从去年年底以来，密集发布批准就时不时地在发改委网站上出现，而这个时间段市场对于轨道交通相关行业公司的关注，也会有所提高。

　　据整理，轨道交通建设涉及多个方面，包括铁路基建（中铁二局(6.25,0.00,0.00%)）、钢构（杭萧钢构(4.61,0.00,0.00%)、中泰桥梁(11.90,0.00,0.00%)）、交通信号（辉煌科技(18.29,0.00,0.00%)、鼎汉技术(10.030,0.00,0.00%)）、机车（中国南车(4.23,0.00,0.00%)、中国北车(4.45,0.00,0.00%)）、防水（东方雨虹(19.20,0.00,0.00%)）、地下施工（隧道股份(8.90,0.00,0.00%)）、轨道交通（众合机电(10.39,0.00,0.00%)）、城市轨道车辆配件（轴研科技(7.99,0.00,0.00%)、晋西车轴(13.32,0.00,0.00%)）、城市轨道配电系统（思源电气(19.39,0.00,0.00%)、恒顺电气(6.680,0.00,0.00%)、卧龙电气(5.37,0.00,0.00%)）、城市轨道所用设备（方大集团(5.14,0.00,0.00%)、上风高科(7.44,0.00,0.00%)、广电运通(13.29,0.00,0.00%)、达实智能(22.38,0.00,0.00%)）、车内装饰（开尔新材(20.410,0.00,0.00%)）等。