Seizing opportunities from public investment disbursement strategy and transport infrastructure development

Infrastructure businesses expect 2025 to open a new growth cycle thanks to policies to remove difficulties, accelerate disbursement of public investment capital, reduce interest rates and attract FDI capital flows.

Vietnam's infrastructure construction industry is entering a period of great potential. With comprehensive preparation and a long-term development orientation, Tracodi Construction Group Joint Stock Company (HoSE: TCD), a member of Bamboo Capital Group (HoSE: BCG), is in a favorable position to take advantage of these opportunities to contribute to the construction of national infrastructure, while accelerating the sustainable development of the enterprise.

In 2025, Vietnam's infrastructure construction industry will enter a period of great potential, creating huge opportunities for businesses with extensive experience and good construction capacity like Tracodi.

Public investment continues to increase strongly

Public investment continues to be a pillar and strong driving force for the development of the Vietnamese economy in the current period and in the medium and long term. In recent years, investment and development of transport infrastructure have been continuously promoted. In 2025 alone, the Government plans to disburse VND 790,727 billion for public investment projects, focusing on priority investment in important and key sectors and fields of the economy, allocating capital to important national transport projects that have spillover effects and promote socio-economic development.

In addition, the Resolution of the 13th Party Congress has set a target of 3,000km of expressways nationwide by 2025 and 5,000km by 2030. Thus, the road traffic system, expressways, airports, seaports, etc. will receive the largest capital inflow ever. This is not only a driving force for economic development but also creates great opportunities for infrastructure construction enterprises. Therefore, the growth potential for the infrastructure construction industry is huge.

The investment policy for the entire high-speed railway project (350km/h) on the North-South axis was also agreed upon by the 10th Central Conference of the 13th tenure in mid-September. According to the Ministry of Transport's calculations, the North-South high-speed railway project alone has a total preliminary investment of about 67.34 billion USD. Not to mention, the investment in the North-South high-speed railway will create a construction market worth about 33.5 billion USD. The projects of the North-South Eastern Expressway, Long Thanh Airport Phase 1 and a series of coastal routes are being prioritized for promotion.

Along with that, Vietnam continues to be an attractive destination for foreign direct investment (FDI), with the trend of shifting global supply chains. New industrial parks, green and smart urban development projects are potential market segments for construction enterprises. In addition, in the medium and long term, the urbanization rate is expected to increase from 43% in 2023 to 70% in 2050, which will be an important driving force for the infrastructure construction industry.

This is a huge opportunity for companies in the construction industry, especially businesses with the capacity to execute large-scale projects like Tracodi.

Tracodi accumulates internal strength, seizes market opportunities

With extensive experience in the construction industry, Tracodi has carefully prepared human resources, finance, technology and market expansion strategies to seize great opportunities from public investment disbursement and the development of the national transport infrastructure system. In addition, Tracodi also benefits from Bamboo Capital's sustainable ecosystem, with strong support from the real estate, renewable energy and finance sectors. This helps Tracodi optimize resources and expand access to new opportunities.

Recently, Tracodi has strengthened its senior personnel by appointing leaders with many years of experience in the construction and infrastructure sector. The company has trained and developed high-quality human resources to ensure sufficient capacity to carry out large-scale, complex projects. With a corporate management strategy after the name change, Tracodi expects to not only expand its scale of operations, increase competitiveness, but also enhance its brand value.

In addition to real estate and renewable energy projects of Bamboo Capital Group, Tracodi is implementing many important infrastructure projects such as: Phan Thiet airport project, residential area and regulating lake in Bac Giang province and the construction project of National Highway 3 - Vo Nguyen Giap (Dong Anh district, Hanoi) and part of package No. 12 of Chau Doc - Can Tho - Soc Trang expressway project...

Tracodi is constructing Phan Thiet airport project.

Not only stopping at implementing current projects, Tracodi is also seeking and expanding the construction of traffic and civil infrastructure projects in Hai Phong, Da Nang and the Southeast region. Tracodi is also actively seeking international cooperation opportunities, establishing strategic partnerships with many large corporations. This helps the company take advantage of advanced technology and foreign capital.

Learning effective M&A strategies from the parent group Bamboo Capital, during its operations, Tracodi conducted M&A with a number of smaller construction companies and M&A with stone quarries and construction material quarries to improve competitiveness, proactively source raw materials, and research new materials from Bamboo Capital's circular ecosystem...

In addition, Tracodi also focuses on sustainable development through investing in green buildings and applying modern construction technology. This not only helps the company minimize environmental impacts but also meets the market's sustainable development trend.

Tracodi has been continuously honored in the Top 500 Largest Enterprises in Vietnam (VNR500) for many consecutive years, affirming its position in the field of construction and infrastructure development.

In the context of Vietnam increasing public investment and the continued influx of FDI, Tracodi is in a favorable position to exploit new opportunities to the fullest. With a solid foundation, a methodical development strategy and strong support from Bamboo Capital Group, Tracodi aims to become a sustainable enterprise in the construction industry.

Source: https://www.baogiaothong.vn/don-dau-co-hoi-tu-chien-luoc-giai-ngan-dau-tu-cong-va-phat-trien-ha-tang-giao-thong-192241225123621693.htm