China Infrastructure Q2 2020

Key View:

We remain positive on the outlook of China's construction sector, which is the world's largest in terms of nominal value.

Growth will be driven by government efforts to invest in infrastructure, both in the transport and energy sectors, to improve

connectivity between cities and to reduce pollution. The construction sector is expected to expand by 4.1%, in real terms, annually

from 2020 to 2029.

Table of Contents

• Key View
• SWOT
• Infrastructure SWOT
• Industry Forecast
• Construction And Infrastructure Forecast Scenario
• Transport Infrastructure
• Energy & Utilities Infrastructure
• Residential/Non-Residential Building
• Industry Risk/Reward Index
• China Infrastructure Risk/Reward Index
• Asia Infrastructure RRI: Hong Kong Slides Amidst Ongoing Protests

Competitive Landscape

• Company Profile
• Power Construction Corporation Of China
• Shanghai Construction Group
• China Railway Group
• China Railway Construction Corporation
• Global Company Strategy
• China Communications Construction Company
• 13th Five-Year Plan
• 13th Five-Year Plan: Key Points
• Infrastructure Methodology