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瑞銀:一帶一路國家潛在每年基建需求達1至2萬億美元
阿思達克 10-17 11:33
第三屆「一帶一路」國際合作高峰論壇今天(17日)開始連續兩天在北京舉行。瑞銀證券亞洲工業行業研究主管、中國研究部副總監徐賓指,發現中東對中國一帶一路的發展愈發重要,預計將有更多中東-中國合作。潛在催化劑包括第三屆一帶一路國際高峰論壇期間宣布簽訂合同/協定。 該行自上而下的分析顯示一帶一路沿線國家的基建需求每年達1至2萬億美元,若一帶一路國家跟上中國的基建支出節奏,利好中國和本土承包商。 該行預計,汽車(電動汽車、重卡、客車和汽車零部件)、資本品生產商(建築、光伏和電池產業鏈)、高科技企業(智慧手機、安防、無人機和鐵路車輛)和消費品(CRO、醫療技術和家電)收入將大幅增長,預計海外收入敞口將顯著攀升,中國光伏/電池供應鏈以及工程機械和汽車玻璃製造商將成為全球市佔率領導者。
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