← 返回 Avalaches

美国资料中心建设正面临严重的技术劳工短缺问题,限制了Sterling Infrastructure、MasTec、Quanta Services、Emcor Group及Comfort Systems USA等主要施工承包商的成长潜力。尽管订单量屡创新高,电工、管道工和现场主管的不足迫使部分企业拒绝新工程或从较小承包商挖角人员。分析师指出,这些公司营收成长放缓并非需求降温,而是劳动力供给瓶颈所致。

建筑业正面对劳动力老龄化、年轻人投入技职意愿低落,以及学徒制与职业教育培训计划不足等结构性挑战。企业纷纷提高薪资、依赖人力派遣公司与工会承包商,并透过社群媒体和高中校园拓展招募管道。数据显示建筑业薪资年增3.4%,远高于全美平均的2.4%,其中商用电工薪资涨幅更高达9.9%,反映出劳动力市场的紧张程度。

大型承包商正利用自身优势积极因应劳工荒。Sterling Infrastructure坦承从小型业者「挖角」施工团队,Quanta Services则强调其「首选雇主」地位以吸引人才。分析师认为,大型企业凭借稳定的专案管线、内部培训体系及更安全的预制工厂环境,长远来看将在人才竞争中胜出。此外,移民执法趋严进一步加剧了劳动力短缺,因为外国出生的工人占建筑业劳动力的35%。

8d155fa390ce.png


577f5b9b6a30.png



A severe skilled-labor shortage is constraining the growth of major US craft-labor contractors—Sterling Infrastructure, MasTec, Quanta Services, Emcor Group, and Comfort Systems USA—that build data centers nationwide. Despite record backlogs, a scarcity of electricians, pipe fitters, and site supervisors is forcing companies to decline new projects or recruit crews away from smaller firms. Analysts note that the expected moderation in revenue growth stems from labor supply bottlenecks rather than any weakening of demand.

The construction industry faces structural challenges including an aging workforce, insufficient youth entry into trades, and inadequate apprenticeship and vocational training programs. Companies are responding by raising wages, partnering with staffing agencies and union contractors, and expanding outreach through social media and high-school recruitment. Wage data underscores the pressure: construction pay grew 3.4% year-over-year compared with 2.4% nationally, with commercial electrician wages surging 9.9%, according to Indeed data.

Large contractors are leveraging their scale to navigate the labor crunch. Sterling Infrastructure has openly acknowledged poaching crews from smaller competitors, while Quanta Services emphasizes its preferred-employer status to attract talent. Analysts suggest these industry giants will benefit long-term through stable project pipelines, corporate training programs, and safer prefabrication facilities. However, tighter immigration enforcement—given that foreign-born workers constitute 35% of the construction workforce—is compounding the shortage, and the stigma around blue-collar work continues to slow the pipeline of new entrants despite some college graduates eventually turning to the trades.
2026-07-11 (Saturday) · 7e9f2032d033facac7e6fbeb71b104f84cda1b3f