节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
中国交通运输部公布，今年1-3月全国交通运输固定资产投资（FAI）累计完成8944亿元人民币（约合1310亿美元），同比下降5.9%。
同期，全国公路和水路建设固定资产投资分别为6004亿元人民币（约合879亿美元）和650亿元人民币（约合95亿美元），同比分别下降8.1%和4.9%。
交通运输投资增速放缓与基础设施领域的总体趋势形成对比。今年1-4月，中国基础设..汽车充电桩、低空飞行等“新基建”将快速增长。
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