2023-06-26-KPMG-2023年全球建筑业调查_40页_24mb

2023 Global Construction Survey Summary: Challenges and Opportunities

Overview

The 2023 Global Construction Survey indicates a cautiously optimistic outlook for the engineering and construction (E&C) industry, driven by government stimuli for renewable energy and infrastructure, amid persistent challenges like supply chain disruptions and low productivity. The industry faces economic headwinds, including inflation and labor shortages, but opportunities exist through innovation and digitalization.

Key Challenges

• Project Performance: Half of projects are delayed, with concerns over budget overruns and scrutiny of returns on investment.
• Productivity and Efficiency: Construction productivity has declined by 7% since 1997, while costs rise due to material and energy inflation, exacerbated by a fragmented value chain.
• Environmental and Social Pressures: ESG demands are increasing, with gaps in embodied carbon reductions and diversity requirements, though DEI is viewed as a critical factor for future success.
• Volatility and Risk: Supply chain issues and regulatory scrutiny add uncertainty, with inadequate risk management being a major obstacle.

Opportunities and Strategies

• Government Incentives: Programs like the CHIPS Act and IRA in the U.S. can boost revenue and growth, with nearly half of firms expecting positive impacts.
• Digital and Technological Adoption: Mobile platforms, building information modeling (BIM), RPA, and AI are widely used to improve project outcomes. Modular/off-site manufacturing is growing, expected to rise from 14% to 28% of projects in five years.

Digital Transformation

• Current Adoption: E&C firms increasingly use data analytics, BIM, and robotics for enhanced efficiency. Emerging technologies like digital twins and AI are less mature but offer high potential for ROI.
• Benefits: Improved project performance, cost savings, and safety through reduced onsite activities.

ESG Focus

• Rising Importance: ESG maturity has increased, with 54% of stakeholders fully envisioning benefits. Key areas include decarbonization, embodied carbon reduction, and DEI.
• Outcomes: Driving competitive advantage for access to capital and talent, with recommendations to operationalize commitments and meet regulatory standards.

Recommendations

• Enhance Risk Management: Implement enterprise-wide risk aggregation and resilience planning.
• Boost Digital Capabilities: Increase AI, digital twins, and remote working tools for efficiency gains.
• Embed ESG: Make sustainability a core strategy to avoid reputational risks and capital penalties.
• Focus on Productivity: Standardize processes and adopt modular construction to achieve performance improvements.

Overall, integrating technology and sustainability can address industry challenges and position E&C for long-term growth.