2025年全球基础设施和运输行业首席执行官展望报告

KPMG. Make the Difference. Foreword Infrastructureand transport sector CEOs have plenty ontheir minds, as they guide their organizations to supportdigital transformation and artificial intelligence (AI), smartcities, the global energy transition, changing supply chainpriorities, and a shift to connected, electric vehicles (EVs)and mobility-as-a-service. At the same time, there is apressing need to upgrade or replace aging infrastructure Sustainability is increasingly about hard businessimperatives like cutting waste, re-using rare resources,and reducing energy costs, with an emphasis on valuerather than compliance, to future-proof the business.Internet of things (IoT) sensors, robotics and drones are This year’s Infrastructure and Transport CEO Outlook looksat how the sector’s leaders are tackling these pressingissues. The findings suggest general optimism overgrowth prospects and the potential of AI, tempered by KPMG’s 2025 Emerging Trends in Infrastructure andTransport talks of a “Great Reset”, where national interestscome to the fore, alliances and supply chains are rewired,and a widening infrastructure funding gap intensifiescompetition for capital. Decentralization of finance is Lisa Kelvey Global Head of Infrastructure and TransportKPMG International The future for the infrastructure and transport sector may bebright, but there are plenty of obstacles to overcome, andcompanies should ensure that they have the technologicalcapabilities, resilience and regulatory nous to seize Executivesummary Infrastructureandtransport The 2025 Infrastructure and Transport CEO Outlookfinds a sector riding a wave of optimism over growth,digital transformation and sustainability. CEOs are bullishon the growth prospects of both their company andtheir sector, but this ‘optimism overdrive’ is temperedby a decline in global economic confidence, reflecting Digital transformation is having a profound impact oninfrastructure and transport workforces, replacing manytasks, yet CEOs admit they’re struggling to accessappropriate technology skills. Although hiring is high CEOs have high hopes for AI, withexpectations of a rapid return oninvestment (ROI) in this technology,to drive improvements in project Sustainability is very much front of mind forinfrastructure and transport CEOs, who expressconfidence in their organizations’ ability to embedsustainability into the business and navigate fast-changing regulations. But execution gaps persist, with Infrastructure and transport CEOs have high hopes forAI, with expectations of a rapid return on investment(ROI) in this technology, to drive improvementsin project delivery, asset performance and energyefficiency as well as building agility into their operationsand supply chains. However, AI investment levels trail Optimism is high, but execution gaps remain. Thewinners will likely be those who turn bold headlines intoactionable strategies — especially in AI, talent, project Keyfindings 59%Tuning your workforceinto an AI world Achieving strategic advantagethrough sustainability believe lack of technologyskills could hold back AI 84%are confident in theEconomic outlook andbusiness confidence AI-powered technological innovation sector’s growth,87 percent in their ownorganization’s growth,but only 46 percent expect to expand theirworkforces, but 55 percent91% are confident intheir organization’sability to navigate claim to fullyintegratesustainability costs feel “very confident” inkeeping pace with the rapid 72%plan to retain and retrainhigh-potential employees,66 percent are redesigning Number one obstacle to net zero is thecomplexity of decarbonizing supply Biggest influence on short-term decisionsis supply chain resilience (33 percent) Economicoutlookandbusinessconfidence An overwhelming 84 percent express confidence in the sector’s growth — amongst the highest of allthe industries in our 2025 CEO Outlook survey. And 87 percent say they are confident about their ownorganization’s future growth — a significant rise from 69 percent in 2024. Six out of ten CEOs (61 percent) Despite geopolitical and economicchallenges such as tariffs, wars,sanctions, high interest rates and inflation, Thesefindings reflect the pivotal role of infrastructureand transport in laying the foundations for digitally-driveneconomies — from building out 5G telecommunicationsnetworks, data centers, and EV charging facilities, tomodernizing and digitizing global supply chains andlogistics networks that enhance the movement, tracking,and storage of goods. This is complemented by the largeand growing pipeline of infrastructure requiring upgradesor replacements, such as buildings, bridges, airports, and to boost overall economic growth, diversify trade, andachieve greater economic self-reliance rather than These trends have an inevitable impact on inorganicgrowth, with 59 percent of infrastructure and transportleaders favoring acquisitions with ‘moderate impact’, upfrom 37 percent in the