2025年全球社会基础设施展望报告_60页_2mb

Summary of Social Infrastructure Outlook 2025

Introduction

Social infrastructure, including healthcare, education, and public spaces, serves as a foundation for thriving communities, fostering inclusive growth and equitable access to essential services. It represents 17% of global infrastructure investment and is critical for societal resilience. Despite a projected USD 94 trillion investment need by 2040, a USD 15 trillion gap remains, underscoring unmet demand. The report, based on a survey of 150 senior executives across APAC, EMEA, and the Americas, explores procurement trends, digitalization, and regional dynamics.

Key Findings

• Procurement Efficiency: 74% of respondents rated their processes as efficient, but regional disparities exist (e.g., EMEA at 24%, Asia-Pacific at 20%). Siloed systems and manual processes hinder transparency.
• Risk Allocation: 73% view risk management as effective, with high interest rates and funding shortages as top obstacles. ESG integration is growing, driven by regulatory frameworks and investor demands.
• Digitalization Trends: 43% cite cost reductions as a key benefit of digital tools, with 46% of government agencies and 42% of private developers using purpose-built software. However, siloed data and lack of expertise are significant barriers.
• Regional Disparities: APAC is expected to lead in investment due to population growth, while Europe focuses on aging populations and ESG. Healthcare remains the dominant sector, but accommodation and leisure show strong growth in APAC.
• ESG Integration: Europe leads in ESG adoption due to EU regulations, but the Americas lag, with ESG acting as both a value driver and risk mitigator.

Market Outlook

• Investment in social infrastructure totaled USD 32.8 billion in 2024, with healthcare leading by value (12.1 billion). APAC is a focal point for expansion, driven by urbanization and demographic changes.
• Key subsectors: Healthcare (42 deals), Education (24 deals), Accommodation (22 deals), and Leisure (14 deals).
• Trends: Digitalization for workflow efficiency, increased focus on sustainability, and public-private partnerships to address funding gaps.

Challenges

• Funding and Interest Rates: High financing costs and currency fluctuations in emerging markets complicate projects.
• Operational Inefficiencies: Manual processes, poor communication, and inadequate progress monitoring lead to delays and cost overruns.
• Security Risks: Low confidence in data security (21-50% globally), with cybersecurity concerns becoming more pronounced.

Digitalization and ESG

• Digital tools like AI, IoT, and automated platforms enhance transparency, risk management, and collaboration, reducing administrative burdens.
• ESG principles are increasingly integrated into contracts, supported by regulations and financial incentives, helping mitigate long-term risks and improve project sustainability.

Q&A Highlights

• Experts emphasize the need for clearer roles, fair competition, and digitalization to streamline procurement and address stakeholder needs.
• Challenges include biased selection processes, siloed data, and resistance to change, while opportunities lie in risk-sharing models and ESG-aligned investments.

Conclusion and Key Takeaways

• Rethink Risk Allocation: Governments and private partners should share risks appropriately to enhance project success and social impact.
• Adopt Digitalization: Unify procurement processes into integrated platforms to improve efficiency and security, mitigating hidden costs.
• Prioritize ESG: Integrate sustainability into procurement to secure funding and align with stakeholder expectations.
• Address Inefficiencies: Smaller social infrastructure projects must avoid outdated practices to reduce costs and improve outcomes across the sector.