麦肯锡 -旅游、物流与基础设施领域：企业正从技术、消费者人口结构变化以及全球贸易中发掘机遇 Travel, logistics, and infrastructure Firms are finding opportunities in technology, changing consumer demographics, and global trade.docxVIP

Mckunsey

company

MAPractice

Travel,logistics,

andinfrastructure

Firmsarefindingopportunities

intechnology,changingconsumerdemographics,andglobaltrade

MAamongtravelcompanieshasbeensoft,buttraveldynamicsare

changing,presentinggrowthopportunities.Inlogistics,technology-orienteddealsmayloomlargein2025assolutionsinthespaceimprove.

February2025

MAintravel,logistics,andinfrastructure

Totaldealvalue,

Totaldealvalue,byregion$billion

,

,

300Asia–Paci?cEMEA1

Americas

200

100

0

20202024

Sh