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易达资本:2024沙特营商环境及行业投资机会报告(37页).pdf

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易达资本:2024沙特营商环境及行业投资机会报告(37页).pdf

1、202.?03.?01.?3Part 1?3220?2022?1880?1340?58%?29?30?63%?13?Riyadh?1219?2022?1.11?GDP?3.04?2976?17%?9.4?4.6%?GDP30%?2021?225?665?2437?IMD?4833420222021?26.7%5.9%9.7%5.0%9.3%5.3%6.0%4.5%15.3%6.8%?GDP?(1Q2023)?5?9?30?12?10?12?9?12?2021?2030?6?3?0?&?2?The 2030 Vision7?2030?720192021

2、?PIF?PIF?2018-2020?2030?PIF?2021?2025?2018?2020?2021?2025?2030?PIF 2022?SWF Institute68%9%23%?83%17%?(2022)22,340?(2022)1,9402022?252022?181,000?40,000?2025?8Part 2?OECD2023?GDP?OECD?2023?GDP?2.9%?GDP?2024?GDP?3.6%92022?GDP?2022?GDP?8.7%?2.6%4.1%1.0%2.6%3.6%3.0%5.3%7.0%8.7%?1.4%2.7%1.3%1.5%1.8%5.4%4

3、.7%6.0%2.9%OECD?10?GDP?26%77%74%85%?23%21%?79%?19%81%?18%82%?18%82%?15%?GDP?2022?GDP?%GDP?2022?GDP?GDP?316712-396?11?/?/?/?/?1.370.050.080.2095?0.60?0.17?1.050.060.100.3795?1.26?1.18?1.640.070.110.2695?1.14?1.34?0.480.030.040.1795?0.71?0.44?2021?MarketWatch?O?2021?2022?9?30?2022?9?30?3231

4、4?1/2?1/3?12?1,600?10642406?78,200?2771068?16,900?12572565?13,700?152179?2021?2022?2021?6?12341234?2022?1600?1100?13?A?2?A?0?/?2?CPC 621?I/?/?MS?AL TAMIMI&COMPANY?14?0?/?5?/?5?/?/6?/?1?S?6?8?34?/?5?9?/?5?.?/?/?8?2?0?9?81?/?6?5?C?8?4?/J?7?15?2?3?6?.?5?1?5?4?5?3?1?5?43?4?All bright law?2?16?2?k?70C?t?

5、0?C?.?k?6?0?F6?k?0?-?0?5?k?0?%?0?Z?%?0?t?a?6aC?a?0?0?0?)(?0?0I?5?1?%?0?C?8?1?2?1PWC0?2022?8?17?3?1160?+2022?1000?+?20?2022?2nd?4?0?80%?7?16th2022?18?Trading Economics?2021?2021?19?Trading Economics?2021?2021?20?TOP15?7,8394,8302,3301,4709699659228557867677537390385?Trading Economics?2021?

6、/?600mm?21?e?1?=0.27?1?=1.84?0?5?2022?12?31?CEIC Data?o?50%?75%?15?2?p?40%?1?R?%22?Tadawul222232,5973,346?2022?17.110.923.4?2022?Tadawul?2.64.625.9?2022?USD trn?70%20%20%2022?Tadawul?2202?34?Tadawul?2030?R?4?I?0?S?9?F?(?%?8?1?23?23?GDP?%of GDP,2020?US$Bn,2022?2023?33.13.23.33.43.73.73.84?71838411418

7、7193331?47856758270792411283307?7/184?(2020)50646466666668708086?3/190?38/13924Part 3?25?2?2030?3?3?7?3?6?Saudi Vision 2030?MRO?FCEV?C1?C4?MRG?/?C2?C4/5?Tier 1?HVAC?Tier 2?3?Generics API,Biologics API,Biologics Formulation and Fill&Finish,Generics Formulation?(BOS)?26?88?2035?National Investment Str

8、ategy(Saudi Arabia Ministry of Industry&Mineral Resources)5680(+24)88(+8)900070004000?20302035?20252030?20232025?27?-?11?50%?22%?5200?170?2021-2030?14?2021-2030?6?2021-2030?300?10?2021-2030?LED?800?LED?1300?-4000?100MVA?170?4000?4500?1900?5600?2900?4000?Ministry of Investment?MISA?28?-?2021?17.7%?35

9、00?60%?35?1.2?1.1?1?2000?:?3?:?2?:?1.8?:?1300?2000?Ministry of Investment?MISA?29?-?2030?)UHMWPE)4.77?2?2.5?PTMEG?2.71?3.5?4?MPEG?2.27?4?4.5?-?EVOH?1.83?3.5?4?-?1.76?4?4.5?/?1.47?2?2.5?7500?4?5?5800?2?2.5?7700?4.5?5?6300?5?5.5?Ministry of Investment?MISA?30?-?2020?37%?175%?56%?73%?GDP?200?-?/?-?/?-?

10、/?-?MRO?/?-?/?-?/?-?/?-?/?-?MRO?/?Al-Raed?-?/?-?/?Ministry of Investment?MISA?31?-?-?6?7?80?-?-?300?-?Ministry of Investment?MISA?5000?/?/?1.1?/?/?/?/?/?/?5600?/?1.08?6400?32?-?-?IKTVA”?SABIC?Nusaned”?,?Namaa”?(LCGPA)?/?/?/?/?/?/?IKTVA”?SABIC?Ministry of Investment?MISA?33?-?-?50-60%?200,000?Ministr

11、y of Investment?MISA?980-1050?890-950?980-1060?3350-3610?960-1020?890-950?1990-2100?1510-1590?1370-1490?1650-1910?4240-4620?1570-1630?34?-?1.3?15?75%?1.67?3.5?4.92?5?10?40?16?2?23?4?40?4?7?2.27?4?9?300?2.5?24?1.52?4?250?Ministry of Investment?MISA?35?-?1300?1300?1300?/?/?/?1300?Ministry of Investment?MISA?360?5?C?X?7?2?0?C?I?F?4?X?|?1?X?|?X?;?37?eWTP Arabia Capital?,?

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