2024年基础设施建设评估报告

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Global progress on PPP regulatory quality has been modest, averaging two out of 100 score points, with significant room for improvement in PPP preparation, especially in low-income and Western and Central Africa economies [20][27] - There is a significant correlation between PPP regulatory reforms and PPP investments, with an average increase of approximately US$488 million in infrastructure PPP investments following major regulatory reforms [55][70] - The report emphasizes the importance of a robust PPP ecosystem, which includes regulatory and institutional reforms, project risk reduction mechanisms, and consistent adaptation to market changes [54][75] Summary by Sections Key Messages - The average PPP score by thematic area in 2020 and 2023 shows minimal improvement, with preparation remaining the area needing the most attention [20][27] - Reforms are often concentrated in specific areas, leaving many simple and useful reforms unaddressed globally [20][50] - Countries that have undergone significant reforms can still refine their regulatory frameworks to enhance PPP investments [20][50] Overview - The report aims to understand governance factors contributing to successful PPP programs, assess the quality of PPP regulatory frameworks, and provide insights into recent regulatory reforms through case studies [53][75] - Infrastructure PPPs are highlighted for their ability to integrate project phases, ensuring long-term efficiency and quality [74] Measuring the Legal and Regulatory Quality - Between June 2019 and June 2022, 60 economies strengthened their PPP regulatory frameworks, with notable changes in the MENA region [58][70] - The thematic area of preparation shows the most need for improvement, particularly in low-income economies [62][70] - Only 19 economies have adopted comprehensive public fiscal management systems to mitigate financial sustainability challenges related to PPPs [63][70] Understanding PPP Regulatory Reforms Through Country Case Studies - Case studies from Ghana, Panama, Saudi Arabia, and Ukraine illustrate diverse paths to achieving PPP reforms, emphasizing the need for tailored approaches [70][71] - The evolving landscape of PPP regulation requires continuous legal and institutional reforms to effectively develop complex PPPs [71][75]