머나먼 앞길 : 중국의 일대일로 이니셔티브(BRI : Belt and Road Initiative)

※ 본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

중국의 일대일로 이니셔티브(BRI : Belt and Road Initiative)는 개발 계획이 아시아, 유럽, 중동 지역 신흥국가의 인프라 요구와 산업 니즈에 따른 것이기 때문에 계속해서 이 지역에서의 기세를 유지할 전망입니다. 하지만 재정적·정치적 측면에서는 큰 과제가 남겨져 있으며, 향후 다양한 운용상 위험에 직면할 전망입니다.

중국 일대일로 이니셔티브(BRI : Belt and Road Initiative)의 전망을 조사했으며, 현재 상황, 중국의 BRI 투자 영향요인, 참여 사업자, 주요 산업별 동향, 관련 국가에 대한 영향 등의 정보를 정리하여 전해드립니다.

1. 서론

• 일대일로 이니셔티브(BRI)의 미래

2. BRI의 주요 테마

• 최신 동향 : 투자 둔화와 관광객 증가
• 심각한 정치적 위험에 직면
• 중요 부문과 지역

3. 산업 개요와 전망

• 인프라 : 신흥시장 프로젝트의 초점
• 전력 : 석탄 전력 수출이 여전히 BRI의 초점
• 광업 : 최소규모 거래 실현도 고위험
• 통신 : BRI 전략의 중요 산업
• 애그리비지니스 : 일대일로 이니셔티브가 외국 투자 촉진
• 소비자 : BRI 시장에 따른 E-Commerce

4. 주요 시장 개요

• 인도네시아
• 말레이시아
• 태국
• 메콩강유역(베트남, 캄보디아, 라오스)
• 미얀마
• 인도
• 파키스탄
• 뱅갈만 국가(방글라데시, 스리랑카)
• 러시아

5. Belt and Road Index

China's Belt and Road Initiative will continue to gain traction in emerging markets in Asia, Europe and the Middle East, as its development priorities align with the infrastructure and industrial needs of individual countries. However, financing and politics represent growing hurdles to Beijing's infrastructure export goals, and projects will continue to face challenges from the various operational risks that plague emerging market business environments.

In this Special Report we hugely expand the scope of our Belt and Road Initiative (BRI) coverage, including economic, political and multiple sector analysis on the current state of play with regards to Chinese investment globally, and crucially how we see the BRI developing over the coming decade.

Since we published ‘Trillion Dollar Trade Route', our first report on China's Belt and Road Initiative (BRI), over a year ago, the scope and scale of the initiative has expanded significantly - and along with it, the risks and challenges ahead.

We provide an overview of how the BRI has progressed in 2018, what challenges it faces, and what opportunities it could generate over the coming years.

Questions that guided our analysis include:

• How has the Belt and Road Initiative progressed in 2018?

• How will upcoming geopolitical events impact Chinese investment in infrastructure along the Belt and Road?

• What companies have been the most engaged in projects along the Belt and Road?

• How have individual sectors, including infrastructure, mining, telecoms and consumer goods, been impacted?

• How will key countries be impacted by, benefit from, or face challenges generated by the Belt and Road Initiative?

Table of Contents

Introduction

• The Belt And Road In 2018 And Beyond

Belt and Road Key Themes

• Belt And Road 2018 Update: Slowing Investment, Surging Tourists
• BRI To Continue Facing Significant Political Risks
• Identifying Key Sectors And Geographies On The BRI

Industry Overview and Outlook

• Infrastructure: Focus Remains On Emerging Market Projects
• Power: Coal Power Exports To Remain Key BRI Focus
• Mining: Minimal Deal Materialisation Amid High Risks
• Telecoms: TMT Of Key Importance To BRI Strategy
• Agribusiness: Belt And Road A Driver Of Overseas Investment
• Consumer: E-Commerce To Benefit Along BRI Markets

Key Market Profiles

• Indonesia
• Malaysia
• Thailand
• Mekong Region (Vietnam, Cambodia, Laos)
• Myanmar
• India
• Pakistan
• Bay Of Bengal (Bangladesh, Sri Lanka)
• Russia

Belt and Road Index

• Introduction
• Index Summary Tables