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21世纪初至今,我国过剩产能积累过程和国际工程承包行业发展进程
21世纪初至今,我国过剩产能积累过程和国际工程承包行业发展进程
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所属报告:
中国建筑首次深度覆盖报告:核心受益稳增长的低估蓝筹基建放量房建升级地产优胜彰显龙头地位(53页).pdf
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我们认为,未来随着全球疫情影响减缓,境外国家防疫政策持续放松,国际工程承包行业有望逐步回暖。整体来看,在亚洲、非洲、东欧、南美等新兴经济体国家中,建筑业领域尤其是基础设施建设方面,大部分发展中国家仍方兴未艾,境外工程承包市场规模依然很大。叠加国内产能过剩矛盾仍然存在,供给侧改革背景下,过剩产能输出势在必行。 2022 年 11 月 17 日,国家主席习近平应邀在泰国曼谷举行的亚太经合组织工商领导人峰会上发表题为《坚守初心 共促发展 开启亚太合作新篇章》书面演讲,强调中国将坚定不移推动构建亚太命运共同体,为亚太稳定繁荣做出更多贡献,中国将积极推进共建“一带一路”同各方发展战略对接,共同打造高质量亚太互联互通网络。结合国家领导人近期出席的一系列重大外事访问活动,我们认为十四五期间,国际工程尤其是一带一路沿线存在巨大发展机遇,中国建筑作为我国建筑行业龙头央企,境外业务将迎来新发展机遇。
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当前图表所属:
中国建筑首次深度覆盖报告:核心受益稳增长的低估蓝筹基建放量房建升级地产优胜彰显龙头地位(53页).pdf
房地产在各项重大经济指标中均占有重要份额(截止2021年末)
预计2025/2030年,当年房屋钢结构市场需求约2300/5500万吨,市场空间接近2500/6000亿元
预计2025/2030年,当年房屋PC构件市场需求约6300/10000万立方米,市场空间接近2300/3600亿元
公司PPP项目投资历经三个阶段,2022H1在手权益投资额是归母净资产的1.8倍…………………
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