麦肯锡：2025基础设施发展关键期：投资于现代社会不断拓展的根基研究报告（英文版）（56页）.pdf

1、The infrastructure momentSeptember 2025Investing in the expanding foundations of modern societyAuthorsAlastair Green Ishaan Nangia Nicola SandriTable of contents Foreword.1Executive summary.2New infrastructure means new investment potential .4Infrastructure verticals are getting more interdependent.

2、8New infrastructures$106 trillion opportunity.9About the research.10Projected investment needs by vertical.10Whats driving the infrastructure shift .12Infrastructure must be refreshed or upgraded around the world .12Urbanization and demographic shifts are adding to the pressure on infrastructure.13D

3、igital technology and AI are driving advances in infrastructure.13The global transition to cleaner energy is progressing .14Private capital has emerged as a key force in infrastructure financing but faces challenges.15The geopolitical landscape is upending investment decisions and trade.15Ongoing la

4、bor shortages are affecting infrastructure projects .16A closer look at infrastructure verticals .17Transportation and logistics.17Energy,power,and resources.20Digital infrastructure.22Waste and water.29Agriculture.33Defense.36Opportunities where infrastructure verticals intersect.39Implications for

5、 stakeholders .42Governments.42Investors.43Operators and developers.44Acknowledgments.46Appendix.47The infrastructure moment:Investing in the expanding foundations of modern societyIndeed,the very definition of infrastructure has changedand continues to evolve.Across the globe,from the most advanced

6、 industrial nations to developing economies,the concept has transformed to include elements that didnt even exist in tangible form as recently as a few decades ago.Today,infrastructure refers as much to the digital networks that enable our information economy as the power plants that keep the lights