麦肯锡：《全球基础设施研究报告》(英文 60 页)

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弥合全球基础设施的差距

世界每年投资2.5万亿美元在交通，电力，水和电信系统上面。然而，与需求仅增长幅度相比这还不够大。麦肯锡全球研究院认为，世界需要的平均每年投资3.3万亿美元的只来支持目前预期经济增长（图表）。新兴经济体将占这一需求约60％。

CONTENTS

In brief

1. Global infrastructure gaps have widened Page 1

Infrastructure provides a cornerstone for socioeconomic progress Page 2

Infrastructure is a multitrillion-dollar market Page 3

The current trajectory of investment will leave countries

around the world facing major gaps Page 4

Despite high-level attention and past commitments, investment

rates have declined in many parts of the world Page 10

The G20 economies have widely varying investment patterns and outcomes Page 12

Disruptive technologies will change infrastructure needs

in ways we cannot yet quantify Page 13

2. Improving the flow of infrastructure finance Page 17

Despite large infrastructure needs and investors chasing

opportunities, the market fails to clear Page 17

PPPs are often discussed as a solution, but they are not a panacea Page 19

Several strategies can unlock financing from institutional investors Page 23

Public finance is still the primary source of funding, and there

is a huge opportunity in revamping it Page 26

A stable and attractive regulatory model is key to corporate finance Page 28

3. The infrastructure productivity opportunity Page 31

The construction industry needs a step change in productivity Page 31

Improving infrastructure governance and delivery Page 34

Measuring the performance of the infrastructure delivery

system and designing a transformation Page 40