Travel and Tourism in China, Key Trends and Opportunities to 2015
- Published: November 2011
BMI View: Our view on the unwinding of spending on railways is playing out, with the latest figures emerging from China suggesting an 80% reduction in high-speed rail spending year-on-year (y-o-y).In BMI’s latest Special Report China 2012: From Miracle to Meltdown, it is clear how much the infrastructure and macroeconomic dynamics in the country are intrinsically tied and how the unwinding of the former is corroborating our below-consensus view on the latter and vice versa. Key themes for China’s infrastructure sector this quarter include:
- In light of steep falls in the residential and commercial construction front we have revised down our 2012 China construction industry value forecast to 5% real growth. We are maintaining our forecasts for infrastructure and its sub-sectors as we see the trend that we have in place since June 2011 playing out. We anticipate moderation in the transport infrastructure industry value growth and growth in energy and utilities.
- Notwithstanding major changes to regulations and pricing, we anticipate that there will be an increase in natural gas power plant construction in the coming years given growing Chinese energy demand
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BMI Industry View
SWOT Analysis
China Infrastructure SWOT
Market Overview
Competitive Landscape
Table: China EQS
Building Materials
Global
Industry Trend Analysis - Building Materials: Asia And Latin America Demand Drive EM/Developed Market Divergence
Asia
Industry Trend Analysis - Building Materials: Asian Demand Remains Robust
Cement Forecasts
Table: China Cement Production and Consumption Data
Industry Forecast Scenario
Table: China Construction And Infrastructure Industry Data
Construction and Infrastructure Forecast Scenario
Transport Infrastructure
Table: China Transport Infrastructure Industry Data
Transport Infrastructure Outlook and Overview
Major Projects Table – Transport
Energy and Utilities Infrastructure
Table: China Energy and Utilities Infrastructure Industry Data
Energy and Utilities Infrastructure Outlook and Overview
Major Projects Table – Energy and Utilities
Residential/Non-Residential Construction and Social Infrastructure
Table: china Residential and Non-residential Building Industry Data
Residential/Non-Residential Building Outlook and Overview
Major Projects Table – Residential, Non-Residential and Social Infrastructure
Risk/Reward Ratings
China Risk/Reward Ratings
Rewards
Risks
Regional Overview
Asia Pacific Infrastructure Business Environment Ratings
Regional Infrastructure Risk Reward Ratings
Company Monitor
Sinohydro
China Communications Construction
Shanghai Construction Group (SCG)
China Railway Group
China Railway Construction Corporation (CRCC)
Global Overview
Methodology
Industry Forecasts
Construction Industry
Data Methodology
New Infrastructure Data Sub-sectors
Construction
Capital Investment
Construction Sector Employment
Infrastructure Business Environment Rating
Table: Infrastructure Business Environment Indicators
- Sinohydro
- China Communications Construction
- Shanghai Construction Group (SCG)
- China Railway Group
- China Railway Construction Corporation (CRCC)
| Format | Properties | |
|---|---|---|
| Electronic (PDF) | The report will be emailed to you. The report is sent in PDF format. | This is a single user license, allowing one specific user access to the product. |