1、The New Silk Road SeriesA MOBILITY INNOVATORAdel AlfalasiBen SimpfendorferThe New Silk Road:A Mobility Innovator Oliver Wyman2The New Silk Road is poised for mobility and transport innovation.The New Silk Road:A Mobility Innovator Oliver Wyman3EXECUTIVE SUMMARYMobility and transport are central to t

2、he growth trajectory of the New Silk Road in the coming years.Cumulatively,Asia and the Middle East have more than 700 cities with populations greater than half a million people.They are also home to half of the worlds busiest airports,and 42 of the worlds 60 largest container ports.Moving people an

3、d goods,whether by rail,road,or air,is a pressing challenge for governments and an opportunity for investors.Fortunately,the region is a mobility innovator,from electric vehicles(EVs)to ride-hailing services.It also has a robust track record with regard to disrupting transportation,from aviation to

4、high-speed rail networks.However,densely populated cities,shortfalls in government funding,and weak policymaking could result in widening gaps between countries and cities that are quick to adapt,and those that react more slowly.For the latter group,the impact on economic growth could be significant

5、.We see four areas of opportunity for investing in the New Silk Roads mobility and transport sector:High aviation ambitionsThe New Silk Road is investing heavily in new airlines and airports.Opportunities abound,but consolidation is also a possibility.A global EV trendsetterThe regions scale and amb

6、itions will shape the global EV sector,from scooters to cars,and China and India are in the driving seat.Mobility services and innovationThe New Silk Road will be a source of local innovation in mobility services,providing an attractive alternative to capital-expenditure-heavy public transit investm