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华泰证券-交通运输行业深度研究：行稳致远再出发，掘金一带一路-230530

深度研究共建共享、互联互通，描绘“一带一路”新蓝图受益于“一带一路”沿线国家的友好政策，在“一带一路”倡议提出的十年间，众多中国企业抓住了新市场、新需求和新渠道，凭借在资金、人才、通路三方面的长期积累，陆续出海发展。往后展望，中国企业的“一带一路”将走向更多、更广、更深、更实。我们看好交通与物流的发展机会，并聚焦于亚洲、中东、拉美、非洲四大地区与电商、医药、通信、电力、光伏、汽车六大行业，挖掘

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