秘鲁交通投资趋势 · 全球经济研究

关键论点

• 9月投资势头接近8月的两倍，使累计支出与预期保持一致。
• 机场和铁路占主导，主要受豪尔赫·查韦斯机场扩建和利马地铁2号线推动。
• 31.4亿美元的授标、签约和合同修订储备支撑未来数月持续增长。
• 截至9月的12个月投资已超过全年预测，使风险偏向上行。

对应原文证据

1. We expect investment across concession projects to continue growing over the coming months, supported by a clear commitment to advancing existing projects and continued progress in awarding new transport concessions through public-private partnerships (PPPs, charts 1 and 2 ).
2. According to ProInversión’s latest report, released in early October, the infrastructure concession pipeline included milestones totaling US$3.14bn, comprising eight project awards, two contract signings and two contract amendments.
3. The largest transactions included the Torre Trecca contract amendment (US$1.20bn), the Metropolitan Lima CER project (US$584mn), the Second Group of Airports contract amendment (US$475mn) and the San Juan de Marcona Port Terminal (US$405mn).