马来西亚建筑行业市场前景及投资研究报告-培训课件外文版2024.4万达万科恒大碧桂园

INDUSTRIES

&

MARKETSConstructionindustryinMalaysiaCHAPTER

01OverviewGrossdomesticproduct(GDP)fromconstructioninMalaysiafrom2015to2022(inbillionMalaysianringgit)GDPfromconstructioninMalaysia2015-20227066.1966.4563.5259.51605040302010055.3853.6253.4450.892015201620172018201920202021*2022**4Description:In2022,thegrossdomesticproduct(GDP)fromconstructioninMalaysiaamountedtoaround53.44billionMalaysianringgit,anincreasefrom50.89billionMalaysianringgitinthepreviousyear.TheGDPfromconstructionexperiencedadecreasefrom2020to2021,likelyduetotherestrictionsduringCOVID-19pandemic.ReadmoreNote(s):Malaysia;2015to2022;*Estimate.**Preliminary.Valuesatconstant2015prices.Valueshavebeenrounded.1RinggitMalaysia(RM)isequivalentto0.22U.S.dollarsand0.20eurosasofMay2023.

ReadmoreSource(s):StatisticsMalaysiaShareofconstructionindustrytothegrossdomesticproducts(GDP)inMalaysiafrom2015to2022ShareofconstructionindustrytotheGDPinMalaysia2015-20226.0%4.9%4.8%4.8%5.0%4.0%3.0%2.0%1.0%0.0%4.7%4.7%4.1%3.6%3.4%2015201620172018201920202021*2022**5/statistics/1338744/malaysia-share-of-construction-to-the-gdpIn2022,theconstructionindustryinMalaysiahadanestimated3.4percentshareofthecountry'sgrossdomesticproducts(GDP),adecreasefromtheyearbefore.Thissectorhasbeendecliningsince2020,from4.7percentin2019to4.1percent.

ReadmoreNote(s):Malaysia;2015to2022;*estimate**preliminaryReadmoreSource(s):StatisticsMalaysiaNetforeigndirectinvestment(FDI)flowstoMalaysiainconstructionfrom2013to2022(inmillionMalaysianringgit)NetFDIflowstoMalaysiainconstruction2013-20223,5003,0253,0002,5002,2081,9572,0001,5001,0005001,1901,053817686170730-500-1,000-66720132014201520162017201820192020202120226Description:In2022,asurplusofapproximately170millionMalaysianringgitinnetinflowsofforeigndirectinvestmentforconstructioninMalaysiawasrecorded.Theforeigndirectinvestmentisatypeofinvestmentintheformofcontrollingownershipmadebyanindividualoracorporationinonecountryintoabusinesslocatedinanothercountry.ReadmoreNote(s):Malaysia;2013to2022Source(s):StatisticsMalaysiaValueofconstructionworkinMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofconstructionworkinMalaysia2014-2023160140145.55146.37138.45132.16126.84121.89117.92114.94120100806040200111.98102.5520142015201620172018201920202021202220237Description:In2023,thevalueofconstructionworkinMalaysiawasvaluedatapproximately132billionMalaysianringgit,indicatinganincreasebymorethantenbillionMalaysianringgitcomparedtothepreviousyear.TheconstructionsectorinMalaysiahasbeguntorecoverafterbeingnegativelyimpactedbytheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofconstructionworkinMalaysiain2023,bystate(inbillionMalaysianringgit)ConstructionvalueinMalaysia2023,bystateValueinbillionMalaysianringgit15051020253035SelangorWilayahPersekutuan*Johor32.2516.1214.78Sarawak14.63PulauPinangKedah9.588.388.167.33PahangSabahPerak4.87NegeriSembilanTerengganuKelantan4.524.443.453.08MelakaPerlis0.598Description:In2023,SelangorhadthehighestvalueofconstructionworkamongallthestatesinMalaysia,with32.25billionMalaysianringgit.Selangoristhecountry'slargeststate.ReadmoreNote(s):Malaysia;2023;*IncludesWilayahPersekutuanKualaLumpur,Putrajaya,andLabuan.

1Malaysianringgitisequivalentto0.21U.S.dollarsand0.19eurosasofFebruary2024.

Valueshavebeenrounded.

ReadmoreSource(s):StatisticsMalaysiaShareofconstructionactivitiesinMalaysiaasofthefourthquarter2023,bytypeShareofconstructionworkinMalaysiaQ42023,bytypeShareofconstructionwork10%

15%

20%0%Buildings5%25%30%35%40%45%50%55%48.6%Roadsandrailways22%Utilityprojects15.2%OthercivilengineeringprojectsElectricalinstallation4.6%3.1%2.2%2%1%Plumbing,heatandair-conditioninginstallationSitespreparationBuildingcompletionandfinishingOtherspecializedconstructionactivitiesOtherconstructioninstallation0.8%0.4%9Description:Asofthefourthquarterof2023,constructionofbuildingsconstitutedthemajorityofactivitiesintheconstructionindustryinMalaysia,witha48.6percentshare.Thiswasfollowedbyroadsandrailwaysconstructionwith22percent.ReadmoreNote(s):Malaysia;Q42023Source(s):StatisticsMalaysiaCHAPTER

02ResidentialbuildingconstructionValueofresidentialbuildingconstructioninMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofresidentialbuildingconstructioninMalaysia2014-20234539.3240353025201510537.8136.5935.7533.8530.5229.6128.7827.7726.850201420152016201720182019202020212022202311Description:In2023,thevalueofresidentialbuildingconstructioninMalaysiawasvaluedataround28.78billionMalaysianringgit,indicatinganincreasefromthepreviousyear.TheconstructionsectorinMalaysiagrewataslowerpacein2020and2021duetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofpublicresidentialbuildingconstructioninMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofpublicresidentialbuildingconstructioninMalaysia2014-20232.52.01.51.911.671.461.361.281.111.11.091.030.971.00.50.0201420152016201720182019202020212022202312Description:In2023,residentialbuildingconstructionbythepublicorgovernmentsectorinMalaysiawasvaluedatapproximately1.09billionMalaysianringgit.In2020and2021,theMalaysianconstructionsectorsawaslowdowningrowthduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofconstructionworkdoneonprivateresidentialbuildingsinMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofprivateresidentialbuildingconstructioninMalaysia2014-20234037.4334.2634.4353025201510532.7831.1428.327.2626.8826.0325.220201420152016201720182019202020212022202313Description:In2023,thevalueofresidentialbuildingconstructionbytheprivatesectorinMalaysiawasvaluedatapproximately26.88billionMalaysianringgit,aslightincreasecomparedtothepreviousyear.In2020and2021,theMalaysianconstructionsectorexperiencedaslowdownduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaNumberofnewlyconstructedresidentialunitsinMalaysiafromfirsthalf2021tofirsthalf2023(in1,000s)NewresidentialcompletioninMalaysiaH12021-H120235046.54540353025201510540.2831.729.9228.410H12021H22021H12022H22022H1202314Description:Asofthefirsthalfof2023,thereweremorethan28,000newlycompletedresidentialunitsintheconstructionindustryinMalaysia.DespitetheCOVID-19pandemic,therewerestillrelativelyhighnumbersofnewresidentialconstruction.ReadmoreNote(s):Malaysia;H12021toH12023Source(s):NAPICCHAPTER

03Non-residentialconstructionValueofnon-residentialbuildingconstructioninMalaysiafrom2014to2023(inbillionMalaysianringgit)Valueofnon-residentialbuildingconstructioninMalaysia2014-20234541.5541.239.7639.0838.4240353025201510537.5637.2734.3131.3931.130201420152016201720182019202020212022202316Description:In2023,thevalueofnon-residentialbuildingconstructioninMalaysiawasvaluedatapproximately38.42billionMalaysianringgit.In2020and2021,theconstructionsectorinMalaysiasawaslowdownduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofpublicnon-residentialbuildingconstructioninMalaysiafrom2014to2023(inbillionMalaysianringgit)Valueofpublicnon-residentialbuildingconstructioninMalaysia2014-202397.978765432107.286.396.0965.635.615.364.974.53201420152016201720182019202020212022202317/statistics/665279/value-public-non-residential-building-construction-malaysiaIn2023,non-residentialbuildingconstructionbythepublicsectorinMalaysiawasvaluedatapproximately6.39billionMalaysianringgit.In2020and2021,theMalaysianconstructionsectorsawaslowdowningrowthduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofconstructionworkdoneonprivatenon-residentialbuildingsinMalaysiafrom2014to2023(inbillionMalaysianringgit)Valueofprivatenon-residentialbuildingconstructioninMalaysia2014-20233532.1230.7330.3830.5329.413025201510528.6927.9927.3323.8123.620201420152016201720182019202020212022202318Description:In2023,thevalueofnon-residentialbuildingconstructionbytheprivatesectorinMalaysiawasvaluedatapproximately30.73billionMalaysianringgit,anincreasecomparedtothepreviousyear.In2020and2021,theMalaysianconstructionsectorexperiencedaslowdownduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaNumberofnewlyconstructedshopunitsinMalaysiafromfirsthalf2021tofirsthalf2023NewshopcompletioninMalaysiaH12021-H120232,5002,0002,2291,8051,7711,4271,5001,00050001,364H12021H22021H12022H22022H1202319Description:Asofthefirsthalfof2023,thereweremorethan1,400newlycompletedshopunitsintheconstructionindustryinMalaysia.DespitetheCOVID-19pandemic,therewerestillrelativelyhighnumbersofnewcommercialbuildingconstruction.ReadmoreNote(s):Malaysia;H12021toH12023Source(s):NAPICCHAPTER

04CivilengineeringconstructionValueofcivilengineeringworkinMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofcivilengineeringworkinMalaysia2014-2023706065.660.5952.0851.0949.88504543.8343.3240302010036.5932.69201420152016201720182019202020212022202321Description:In2023,thevalueofcivilengineeringworkinMalaysiawasvaluedatapproximately52billionMalaysianringgit,anincreasecomparedtothepreviousyear.In2020and2021,theMalaysianconstructionsectorexperiencedaslowdownduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofpubliccivilengineeringworkinMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofpubliccivilengineeringworkinMalaysia2014-202320181618.8218.0117.8417.8217.4417.1814.351412.04121089.668.936420201420152016201720182019202020212022202322Description:In2023,civilengineeringworkbythepublicsectorinMalaysiawasvaluedatapproximately17.44billionMalaysianringgit,aslightdecreasecomparedtothepreviousyear.In2020and2021,theMalaysianconstructionsectorsawaslowdowningrowthduetotheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaValueofprivatecivilengineeringworkinMalaysiafrom2014to2023(inbillionMalaysianringgit)ValueofprivatecivilengineeringworkinMalaysia2014-202318161415.6814.9614.1213.6512.8712.4212.081210810.949.867.576420201420152016201720182019202020212022202323/statistics/665237/value-private-civil-engineering-work-malaysiaIn2023,civilengineeringworkbytheprivatesectorinMalaysiawasvaluedatapproximately13.65billionMalaysianringgit.In2020and2021,Malaysia'sconstructionsectorexperiencedadeclineingrowthlargelyduetotheCOVID-19pandemic.

ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaCHAPTER

05ConstructionmaterialsAveragepriceofselectedbuildingmaterialsinMalaysiaasofJanuary2024(inMalaysianringgitpermetricton)PriceofselectedbuildingmaterialsinMalaysia2024AveragepriceinMalaysianringgitpermetricton1,000

1,500

2,000

2,50005003,0003,5004,0004,500Mildsteelroundbars3,837.15Mycon60hightensiledeformedbars3,487.79Sand46.5343.73Aggregates25Description:AsofJanuary2024inMalaysia,mildsteelroundbarshadthehighestaveragepricepermetrictonataround3,800Malaysianringgit.Bycomparison,thepriceofaggregateswas43.73Malaysianringgitpermetricton.

ReadmoreNote(s):MalaysiaSource(s):StatisticsMalaysiaProductionofcementinMalaysiafrom2014to2023(inmillionmetrictons)ProductionofcementinMalaysia2014-20232523.1922.4522.3520.0119.9419.9619.86201510518.7617.5616.10201420152016201720182019202020212022202326Description:In2023,approximately23millionmetrictonsofcementwereproducedinMalaysia,anincreasefromaround19.86millionmetrictonsinthepreviousyear.Theproductionofcementinthecountryreacheditspeakinthatyear.

ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaProductionofcementrooftilesinMalaysiafrom2014to2023(inmillions)ProductionofcementrooftilesinMalaysia2014-202312097.5410080604020054.1547.8743.48201942.15202339.76202238.24201637.05202136.07201735.47201820142015202027Description:In2023,approximately42.15millioncementrooftileswereproducedinMalaysia.Thisindicatesanincreasefromthepreviousyear,whenaround39.76millionofthemwereproduced.Theproductionnumbersofcementrooftileshavebeendecliningsince2014.ReadmoreNote(s):Malaysia;2014to2023Source(s):StatisticsMalaysiaMonthlyaveragepriceofordinaryPortlandcementinMalaysiain2023,byregion(inMalaysianringgitper50kilograms)MonthlyaveragepriceofordinarycementinMalaysia2023,byregionNorthCentralEast2520151050JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember

December28Description:AsofDecember2023,themonthlyaveragepriceofordinaryPortlandcementinNorthMalaysiawasat22.6Malaysianringgitper50kilogrambag.TheaveragepriceofcementinthecountrywasslightlyhigherintheEasterregion.

ReadmoreNote(s):Malaysia;2023Source(s):StatisticsMalaysiaCHAPTER

06LeadingcompaniesTotalrevenueofYTLCorporationBerhadfromfinancialyear2019to2023(inbillionMalaysianringgit)RevenueofYTLCorporationBerhadFY2019-2023353029.6224.2425190517.2702019202020212022202330Description:Infinancialyear2023,YTLCorporationBerhadrecordedarevenueofmorethan29billionMalaysianringgit,anincreasebyaroundfivebillionMalaysianringgitcomparedtothepreviousyear.YTLCorporationBerhadisthelargestconstructionandinfrastructurecompanyinMalaysia.ReadmoreNote(s):Malaysia;2019to2023;thecompany'sfinancialyearendsonJune30Source(s):YTLCorporationTotalrevenueofGamudaBerhadfromfinancialyear2019to2023(inbillionMalaysianringgit)RevenueofGamudaBerhadFY2019-20231099.0887.186.81765432106.445.022019202020212022202331/statistics/1452281/gamuda-revenueInfinancialyear2023,GamudaBerhadrecordedarevenueofapproximatelyninebillionMalaysianringgit,asignificantincreasecomparedtothepreviousyear.GamudaBerhadisoneoftheleadingconstructionandengineeringcompaniesinMalaysia.ReadmoreNote(s):Malaysia;2019to2023;thecompany'sfinancialyearendsonJuly31Source(s):GamudaRevenueofIJMCorporationBerhadfromfinancialyear2019to2023(inbillionMalaysianringgit)RevenueofIJMCorporationFY2019-202376.6165432105.665.624.884.572019202020212022202332Description:Infinancialyear2023,MalaysiancompanyIJMCorporationBerhadrecordedarevenueofaround4.57billionMalaysianringgit,aslightdecreasecomparedtothepreviousyear.IJMCorporationisoneofthecountry'sleadingcompaniesinrealestatedevelopment,infrastructure,andconstruction.ReadmoreNote(s):Malaysia;FY2019to2023;financialyearendsonMarch31Source(s):IJMLandCHAPTER

07EmploymentinconstructionNumberofpeopleemployedintheconstructionindustryinMalaysiafrom2015to2022(in1,000s)NumberofpeopleemployedintheconstructionindustryinMalaysia2015-20221,6001,5171,5091,4981,4971,4631,3991,3851,3821,4001,2001,0008006004002000201520162017201820192020*2021**2022**34Description:In2022,approximately1.38millionpeoplewereemployedintheconstructionindustryinMalaysia.Thisindicatesadecreaseinemployeesinthissector,wherein2015,1.5millionpeoplewereemployed.

ReadmoreNote(s):Malaysia;2015to2022;*Estimated.**Preliminary.ReadmoreSource(s):StatisticsMalaysiaNumberofnon-MalaysiancitizensemployedintheconstructionindustryinMalaysiafrom2013to2022(in1,000s)Numberofnon-citizensemployedintheconstructionindustryinMalaysia2013-2022400355.8350313.6299.7297.2287.230025020015010050280.2280.3213.5204.81940201320142015201620172018201920202021202235Description:Around204,000non-citizenswereemployedintheconstructionindustryinMalaysiain2022.Thiswasslightincreasecomparedtothepreviousyear.Thenumberofnon-citizensemployedinconstructiondeclinedin2020and2021duetotheCOVID-19pandemicbringingconstructionprojectstoahalt.ReadmoreNote(s):Malaysia;2013to2022Source(s):StatisticsMalaysiaNumberofjobpositionsintheconstructionindustryinMalaysiafrom2015to2022(inmillions)NumberofjobpositionsintheconstructionindustryMalaysia2015-20221.41.21.00.80.60.40.20.01.331.331.321.311.31.281.251.2520152016201720182019202020212022*36Description:Therewereapproximately1.25millionjobpositionsintheMalaysianconstructionindustryin2022,roughlythesameamountofjobpositionsasthepreviousyear.ThenumberofjobpositionsintheconstructionsectorinMalaysiawasatitshighestin2019.ReadmoreNote(s):Malaysia;2015to2022;*Provisional.ReadmoreSource(s):StatisticsMalaysiaAveragemonthlysalaryofemployeesintheconstructionindustryinMalaysiafrom2013to2022(in1,000Malaysianringgit)MonthlysalaryofconstructionindustryemployeesinMalaysia2013-20223.02.52.01.51.00.50.02.852.822.592.562.542.352.222.132.021.91201320142015201620172018201920202021202237Description:In2022,theaveragemonthlysalaryforemployeesintheconstructionindustryinMalaysiawasaround2.54thousandMa