据巴斯夫集团执行董事会主席凯礼博士介绍，巴斯夫湛江一体化基地取得的显著进展，是巴斯夫践 行"本地生产来服务本地市场"战略的重要一步。中长期来看，该基地将在加强巴斯夫核心业务和推动关 键市场可持续增长方面发挥关键作用。目前，该基地多套下游装置已投入运营，新增产能将进一步提升 巴斯夫满足中国及亚太地区快速增长市场需求的能力，为来自各行业的客户提供服务。 巴斯夫亚洲大型项目总裁林汉平表示，通过采用尖端技术，巴斯夫湛江一体化基地在战略上定位于提供 高品质、低碳足迹的化工产品，服务快速增长的市场。该基地核心装置首批产品的成功产出，为在2025 年底前投产奠定坚实基础。(完) 中新社广东湛江11月5日电 (记者 梁盛)巴斯夫湛江一体化基地核心装置首批产品5日启动生产。 巴斯夫是世界领先的化工巨头，在欧洲、亚洲、美洲的41个国家拥有超过160家全资子公司或者合资公 司。巴斯夫湛江一体化基地是巴斯夫迄今为止最大的单笔投资项目，总投资额约100亿欧元，由巴斯夫 独立建设运营。全面建成投产后，其将成为巴斯夫在全球的第三大生产基地。 巴斯夫湛江一体化基地于2019年11月启动建设。2020年，首批装置打桩开建；2022年7月，全面 ...

德国两大化工巨头同日宣布调整旗下业务：巴斯夫整合亚洲聚四氢呋喃业务，停止韩国蔚山聚四氢呋喃 工厂的生产;赢创出售位于印尼勿加泗的甜菜碱业务。 长期以来，赢创在甜菜碱市场一直保持着全球领先的地位，近年来逐步剥离全球甜菜碱相关资产和业 务。2020年8月出售位于英国米尔顿凯恩斯的甜菜碱业务，并将其欧洲甜菜碱业务整合至德国埃森。 2022年8月，赢创出售了美国弗吉尼亚州霍普韦尔的甜菜碱业务。 不过，赢创表示，将继续在欧洲和拉丁美洲开展甜菜碱业务。 据悉，甜菜碱是两性表面活性剂，被用作洗发水、护发素和护肤品配方中的成分，广泛应用于个人护理 行业和其他消费品领域。 巴斯夫表示，正在采取果断措施应对全球化学纤维市场发生的结构性变化，诸如产能严重过剩等。本次 业务调整是巴斯夫正在进行的全球生产布局战略评估的一部分，旨在提升竞争力，从而与"制胜有道"企 业战略保持一致。 蔚山工厂关闭后，巴斯夫将继续在中国漕泾、德国路德维希港和美国盖斯马基地生产聚四氢呋喃，总产 能为25万吨/年。 赢创同日宣布出售其在印度尼西亚勿加泗的甜菜碱业务，推进自身向可持续特种化学品供应商转型。 赢创及其合资伙伴PT Sumi Asih于10月31日正 ...

Group 1: Market Overview - US stock indices opened higher, with Dow Jones up 0.06%, S&P 500 up 0.49%, and Nasdaq up 0.97% [1] - Amazon surged over 4% after signing a $38 billion agreement with OpenAI to expand computing power using Nvidia chips [1] - Nvidia rose over 2% as Microsoft received export licenses to ship Nvidia's A100, H100, and H200 GPUs to the UAE [1] - Google opened slightly higher by 0.1%, planning to issue $15 billion in dollar bonds [1] Group 2: Company News - Microsoft plans to invest nearly $8 billion in the UAE by 2029, with over $5.5 billion allocated for AI and cloud infrastructure expansion [2] - IREN announced a $9.7 billion GPU cloud service contract with Microsoft, including a 20% upfront payment, and a separate $5.8 billion agreement with Dell for GPU and related equipment [3] - BP announced the sale of non-controlling interests in US onshore assets for $1.5 billion, reducing its stake in certain areas [4] - Kimberly plans to acquire Kenvue for approximately $48.7 billion through a cash and stock transaction [5] - BASF will integrate its Asian PolyTHF business into its China facility and close its Ulsan plant in South Korea by 2026 [6]

Core Viewpoint - BASF is restructuring its PolyTHF™ business by consolidating operations in China and shutting down production in South Korea, signaling a shift towards efficiency and cost-effectiveness in the global chemical market [2][4][5]. Market Dynamics - PolyTHF (PTMEG) is a significant downstream product of 1,4-butanediol (BDO), consuming approximately 50% of BDO's production capacity, while biodegradable plastics account for only about 5% [2]. - The demand for PTMEG is driven by the expanding spandex industry, although actual spandex demand has not increased, leading to declining industry profits [3]. Production Capacity - Domestic PTMEG production capacity has reached around 1.5 million tons per year, with over 90% of PTMEG used for spandex production [3]. - BASF's consolidation will create a network of three major production bases in China, Germany, and the USA, maintaining a total capacity of around 250,000 tons [5]. Strategic Moves - BASF's decision to close the Ulsan plant in South Korea reflects a broader trend of multinational chemical companies focusing on cost and efficiency rather than geographical diversification [4][6]. - The company has made significant investments in China, totaling over €13 billion by the end of 2024, to enhance production and R&D capabilities [6].

2025年11月1日，巴斯夫湛江一体化基地迎来历史性时刻——装载丙烯酸丁酯的首艘外贸船"远东德铭"轮顺利完成装货作业，缓缓驶离巴斯夫湛江一体化基 地液散码头。这标志着总投资额超百亿欧元的湛江一体化基地正式打通国际航运通道，开启产品出口全球的新篇章。 湛江港码头。 湛江地处粤港澳大湾区与海南自贸港的交汇点，拥有天然的深水良港优势。巴斯夫湛江基地的国际航运通道打通，不仅强化了湛江作为粤西地区化工龙头的 地位，也为广东外贸高质量发展注入了新动能。随着后续更多产品走向国际市场，湛江有望成为辐射全球的高端化工新材料供应枢纽。 南都N视频记者：丁治加 实习生 梁雨桐 刘玉鹏 首艘外贸船"远东德铭"轮顺利完成装货作业。 巴斯夫湛江一体化基地是德国巴斯夫集团全球第三大一体化生产基地，也是中国重化工领域的首例外商独资项目。巴斯夫湛江一体化基地的码头设施早在 2025年8月就已迎来首艘抵港的外贸船舶，完成了建设阶段设备与原料的"输入"测试。 本次首艘出口外贸船的启航，则标志着基地实现了"成品输出"的国际航运功能。自此，湛江港与巴斯夫基地之间的国际航运通道实现了从"输入"到"输出"的 全链路双向贯通，成为一个功能完备的国际化工物流 ...

Core Points - The first export foreign trade vessel from BASF's Zhanjiang integrated base has set sail, marking a significant milestone for the facility [1][2] - The Zhanjiang port is expanding its business types by handling high-end chemical product exports, which supports the city's transition to an open economy and enhances the quality of regional foreign trade [2] Company Overview - BASF's Zhanjiang integrated base is the largest overseas investment project by BASF Group, with a total investment of €10 billion [2] - Construction of the base began in November 2019, with the first engineering plastics facility starting production in September 2022, increasing the annual output of modified engineering plastics by 60,000 tons [2] - The acrylic acid and ester area completed mechanical construction in July 2023, with the first batch of acrylic acid butyl ester products delivered in August 2023, and the factory has a designed annual capacity of approximately 400,000 tons [2] Infrastructure and Operations - The base's supporting terminal has four berths capable of accommodating vessels with a maximum deadweight tonnage of 120,000 [2] - To ensure the safe and efficient loading and unloading of the first export vessel, Zhanjiang maritime authorities implemented proactive measures, including assessing water conditions and providing optimal navigation routes [2]

Core Insights - Amway's long-term investment in Guangdong highlights the province's attractiveness for foreign investment, with a total investment exceeding 2.2 billion yuan over 30 years [2] - Guangdong has established over 360,000 foreign-invested enterprises, with a 33.7% year-on-year increase in new foreign enterprises in the first nine months of this year [2][3] - The upcoming 2025 Guangdong-Hong Kong-Macao Greater Bay Area Global Investment Conference aims to enhance investment opportunities and attract global investors [3] Investment Trends - BASF's integrated project in Zhanjiang represents the largest single investment by the company, with a total investment of approximately 10 billion euros, expected to become its third-largest integrated production base globally [5] - Major foreign companies like SEW, ExxonMobil, and Unilever are investing in Guangdong, viewing it as a strategic hub linking the Chinese market with global resources [5] - Foreign investment in Guangdong is increasingly focused on advanced manufacturing and R&D, with 29.1% of actual foreign investment in the manufacturing sector in the first seven months of this year [9] Policy and Environment - Guangdong has implemented a series of policies to attract foreign investment, including tax incentives and financial rewards for R&D centers, with the highest reward reaching 150 million yuan [7] - The province's favorable business environment, including strong infrastructure and supportive governance, has instilled confidence in foreign investors [6][9] - Guangdong's "Five External Linkages" strategy aims to create a more open and diversified economic system, transitioning from factor openness to institutional openness [11] Future Outlook - The Greater Bay Area is expected to continue evolving as an innovation center, with plans to expand free trade zones and enhance cooperation with other regions [12] - The integration of foreign enterprises into local supply chains is expected to drive innovation and elevate the local industry to higher levels of competitiveness [10][11]

Core Viewpoint - Guangdong has become a key destination for foreign investment, with significant growth in the number of foreign enterprises and actual foreign investment amounts, reflecting a favorable investment environment and strategic importance in the global supply chain [1][2][4]. Investment Trends - As of October this year, Guangdong has established over 360,000 foreign-invested enterprises, with 24,000 new foreign enterprises set up in the first nine months, marking a 33.7% year-on-year increase. The actual foreign investment reached 78.13 billion yuan, up 8.8% year-on-year, leading the nation in both metrics [1][2]. - The upcoming 2025 Guangdong-Hong Kong-Macao Greater Bay Area Global Investment Conference aims to further enhance investment opportunities, having previously signed 3,645 projects worth 7 trillion yuan over three sessions [2]. Foreign Investment Projects - BASF's Zhanjiang integrated base project, with a total investment of approximately 10 billion euros, is the largest single investment by the German company and will become its third-largest integrated production base globally [5]. - Other major foreign companies, including SEW Group, ExxonMobil, and Unilever, have also invested in large projects in Guangdong, viewing it as a strategic hub linking the Chinese market with global resources [5]. Policy Environment - Guangdong has implemented a series of policies to attract foreign investment, including the "Ten Measures for Foreign Investment" and "Twenty Measures for Investment Promotion," offering substantial financial incentives for R&D centers and headquarters [6][7]. - The province's governance philosophy emphasizes a business-friendly environment, which has been a significant factor in attracting foreign enterprises [6]. Sectoral Focus - There is a noticeable shift in foreign investment towards advanced manufacturing and R&D, with 29.1% of actual foreign investment in the manufacturing sector in the first seven months of this year [9]. - Foreign enterprises are increasingly integrating into local supply chains and innovation ecosystems, as seen with ZF's establishment of a R&D center in Guangzhou, focusing on smart driving technologies [9][10]. Economic Evolution - The role of foreign enterprises in Guangdong has evolved from mere capital investors to key participants in local innovation and supply chains, contributing to the region's industrial upgrading and innovation capabilities [10][11]. - Guangdong's "Five External Linkages" strategy aims to enhance its open economy by optimizing foreign trade structure and attracting foreign investment, reflecting a transition from factor-driven to institutional openness [12]. Future Outlook - As global supply chains are reshaped, Guangdong is positioned to transition from a manufacturing center to an innovation hub, with plans to expand free trade zones and attract more multinational companies to establish R&D centers [13].

Core Insights - The Guangzhou government, BASF, and Xi'an Jiaotong University signed a memorandum to establish a collaborative innovation center, aiming to enhance cooperation in technology and industry [2][3] - The initiative aligns with Guangzhou's strategy to deepen reforms and expand high-level openness, focusing on technological innovation to boost the city's competitiveness [2] - BASF has been operating in China for 140 years and sees Guangzhou as a key market for expanding its digital, intelligent, and green development initiatives [2] Group 1 - The signing ceremony was attended by key figures including Guangzhou's mayor, BASF's chairman, and Xi'an Jiaotong University's vice president, highlighting the importance of this collaboration [2] - Guangzhou aims to optimize policy support and deepen services for enterprises to facilitate better development outcomes [2] - BASF expresses confidence in Guangzhou's development and plans to accelerate the development of new technologies and products while enhancing collaboration with local enterprises [2] Group 2 - The collaboration will explore paths for industry-academia-research synergy, promoting the transformation of scientific achievements and industrial upgrades [3] - This partnership is expected to significantly enhance Guangzhou's regional innovation capabilities and the competitive strength of local enterprises [3]

Core Insights - Sinopec and BASF have reached a mutual recognition agreement on carbon footprint accounting methods, setting a new benchmark for industry standardization [2][3][4] Group 1: Agreement and Methodology - The alignment on carbon footprint accounting methods was declared at the 2025 China International Petroleum and Chemical Conference [1][2] - A third-party certification body, TÜV Rheinland, confirmed that both companies' methodologies comply with international and national standards, leading to a formal consistency statement [4][5] Group 2: Industry Impact - This agreement enhances the comparability and transparency of carbon footprint data across regions and value chains, promoting coordinated carbon reduction efforts [5] - The collaboration contributes to the green, high-quality development of both Sinopec and BASF, as well as the wider industry [5] Group 3: Sinopec's Leadership - Sinopec has been a pioneer in product carbon footprint management, launching research in 2015 and achieving automated carbon footprint accounting for petroleum and chemical products in 2023 [6] - In 2024, Sinopec initiated China's first Carbon Footprint Alliance for the energy and chemical industry chain, collaborating with other major enterprises to reduce emissions [7] Group 4: National Standards Development - Since 2021, China has been building a carbon footprint management system, aiming to establish full life-cycle carbon footprint standards by 2027 [8]