Last update – November 2021
Transport Equipment
The slow recovery in global demand and new Delta risks hardly bode well in the short run
Sector rating

SENSITIVE RISK FOR ENTERPRISES
Fragmentation
Internationalization
Capital Intensity
Profitability
Strengths & weaknesses

- Good level of margin usually reckoning with the high value added products of the industry, notably aircraft
- Surge in people’s mobility across the APAC region considered as the future growth driver for the sector
- Government support through defense expenditure on the rise
- US president Biden’s stimulus package of USD1.9trn in new infrastructure to bolster transport equipment
- Aircraft manufacturing taking advantage of an alluring situation of duopoly

- Skyrocketing R&D costs in developing new transport equipment models
- High level of indebtedness among railway and aircraft manufacturers
- Stringent government rules regarding greenhouse gas emissions that zero in on heavily polluting transport equipment models
- Aircraft and ship manufacturing along with their supply chains jeopardized by the pandemic fallout
Sector overview
Subsectors
Key players
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Country | Role |
Sector risk |
|
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China |
#1 Market by revenue |
![]() Sensitive risk |
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United States |
#2 Market by revenue |
![]() Sensitive risk |
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Germany |
#3 Market by revenue |
![]() Medium risk |
Contact
Marc Livinec
Allianz Trade
Allianz Trade