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全球货品成本上涨背后的潜在赢家

DonkeyStock
Publish date: Tue, 12 Apr 2022, 03:04 PM
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图为马来西亚最大的工业地产信托基金 (Industrial Reit)， Axis Reits 有史以来最大的收购，花了 RM390 million 购买了位于 Tanjung Pelepas port 的仓储空间。

即 上一篇 提到的5项推高成本的因素，我们今天来说说有什么行业会从中受益。

1）全球人口结构老化，劳动力下降， 这将为提供自动化设备和自动化系统的相关的产业链上的各个公司提供巨大的商机。

2）贸易区域化将会影响沿海国家的一些受益，因为目前西方海洋霸权的对立面就是欧亚大陆的陆地霸权。内陆国家在过去500年因为海洋贸易而被忽略的经济发展，将会慢慢追平。

3） 货币金融多元化会使得制定新的金融体系的金融机构们获益匪浅。打个比方，东京和香港的金融业能够这么赚钱就是因为他们手握亚洲的美元供应。共同创建新的金融体系的参与者将由机会在这次的机会翻身。

4）各个国家建立自己的完整的产业链，再加上全球供应链重组，这两项因素都会创造对厂房和仓储空间的需求。在相关领域深耕的公司将有机会获得一杯羹。

5） 最后，我觉得各国会加大对物流基础建设的投资来解决供应链的瓶颈。这个将会是未来建设的方向。拥有建设大型基础设施的公司将会脱颖而出。

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