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5月2日电,巴斯夫第一季度调整后EBITDA为26.3亿欧元,预期为26.1亿欧元。
news flash· 2025-05-02 05:02
智通财经5月2日电,巴斯夫第一季度调整后EBITDA为26.3亿欧元,预期为26.1亿欧元。 ...
BASF partners with University of Waterloo to accelerate innovation and operational excellence with AI
GlobeNewswire News Room· 2025-04-30 16:23
MISSISSAUGA, ONTARIO, April 30, 2025 (GLOBE NEWSWIRE) -- The French version of this press release is available here. BASF and the University of Waterloo’s Data and Artificial Intelligence Institute (Waterloo.AI) are joining forces to advance AI applications through a three-year collaborative research agreement that will run from 2025 to 2028. This partnership is designed to facilitate knowledge sharing and develop advanced AI systems to drive operational excellence, enhance customer value, and streamline pr ...
中国循环经济万亿级市场待启:商业化仍是难题,巴斯夫打算这样参与
Di Yi Cai Jing· 2025-04-30 13:42
Core Viewpoint - BASF is focusing on the gradual realization of waste material recycling through quality balance methods, emphasizing the importance of collaboration across the supply chain and strict government regulation [1][3]. Group 1: Sustainable Development and Innovation - BASF aims to showcase its efforts and achievements in sustainability and green environment at the CHINAPLAS 2025 exhibition, highlighting the commercialization of plastic waste recycling in downstream products through co-creation with customers [1]. - The company's notable exhibits include safety shoes developed in collaboration with KPR and a new automotive connector created with TE Connectivity, marking a transition from technical validation to formal commercialization of material recycling [1]. Group 2: Challenges in Recycling Technology - Despite the technical feasibility of various recycling paths, the commercial viability remains a challenge due to limited upstream suppliers and insufficient material supply, leading to high costs and narrow choices for recycled materials [3]. - The lack of effective waste sorting and classification upstream complicates the recycling capacity, necessitating collaboration across the entire industry chain and ecosystem for effective waste material recycling [3]. Group 3: Government Regulation and Economic Opportunities - Many countries have implemented Extended Producer Responsibility (EPR) systems, which extend producers' environmental responsibilities throughout the product lifecycle, including design, circulation, consumption, recycling, and waste disposal [3]. - China's 14th Five-Year Plan for Circular Economy Development aims for a resource recycling industry output value of 5 trillion yuan by 2025, indicating significant economic opportunities in resource recycling [3]. Group 4: National Initiatives and Market Trends - The establishment of the China Resource Recycling Group, with a registered capital of 100 billion yuan, marks a new phase in the domestic circular economy, integrating resources from major state-owned enterprises [4]. - By 2030, the domestic resource recycling industry scale is expected to approach 10 trillion yuan, reflecting the evolution of the circular economy from mere recycling to a high-tech, high-quality new industry [4]. Group 5: Focus on Automotive and Renewable Energy Sectors - BASF's investment strategy in China is primarily directed towards the automotive and renewable energy sectors, with the automotive industry representing nearly half of its specialty materials business [5]. - The shift towards electric vehicles is evident, as BASF's material supply is increasingly directed towards new energy vehicles, aligning with China's accelerated construction of a new power system [5].
万字详解:德国经济雪崩之谜
3 6 Ke· 2025-04-30 00:24
Economic Overview - Germany's economy has been in stagnation since 2021, with predictions of continued recession through 2025, marking it as potentially the largest crisis since World War II [1][2] - The International Monetary Fund (IMF) forecasts a GDP growth of only 0.3% in 2025, placing Germany at the bottom among major economies [1][2] - The manufacturing sector, particularly the automotive industry, is facing significant challenges, including layoffs and reduced investment [2][10] Manufacturing Sector Challenges - The automotive industry, a key pillar of the German economy, is experiencing a collapse, with Volkswagen announcing a plan to cut 10,000 jobs [2][10] - Manufacturing job vacancy rates have dropped to their lowest since the 2009 financial crisis, indicating a shrinking labor demand [2][4] - The shift towards electric vehicles is hindered by rising costs and competition from Chinese manufacturers, impacting traditional German automotive firms [10][19] Trade and Export Dynamics - Germany's export model is under threat, with a notable decline in exports to China, down 9.7% year-on-year in 2024 [3][4] - The trade surplus with the U.S. has reached a record €65 billion, raising concerns about potential tariffs from the U.S. government [6][19] - The overall trade-to-GDP ratio fell to 90.11% in 2023, a decrease of 9.77% from the previous year, reflecting a downturn in international trade [8][19] Labor Market and Employment - The labor market is showing signs of strain, with job vacancies decreasing by 23% and unemployment expected to rise to 3.5% by the end of 2024 [14][21] - Despite a slight increase in disposable income, consumer confidence remains low, leading to reduced spending and further economic stagnation [13][14] Structural Economic Issues - Germany's reliance on exports and traditional manufacturing is becoming increasingly unsustainable, with a need for diversification and innovation [12][19] - The country faces significant challenges from rising energy costs and geopolitical instability, particularly due to the Russia-Ukraine conflict [9][18] - The economic model has been criticized for its over-reliance on external markets, making it vulnerable to global economic fluctuations [12][19] Policy and Economic Management - The current economic management approach, heavily influenced by neoliberal policies, has been criticized for failing to address underlying structural issues [11][22] - There is a call for increased public investment and a reevaluation of fiscal policies to stimulate domestic demand and economic growth [28][29] - The need for a shift towards a more balanced economic model that prioritizes long-term stability over short-term gains is emphasized [26][29]
楼剑锋:中国不仅是巴斯夫投资聚焦点,更是实践绿色增长的发力点
Di Yi Cai Jing· 2025-04-25 15:18
真正能穿越周期的,是能将绿色转型和市场需求整合起来的企业。 "巴斯夫深刻地感知到中国市场的无限潜力、无穷韧性和无限机遇,中国不仅是巴斯夫投资的聚焦点, 更是巴斯夫实践绿色增长的发力点。"4月25日下午,2025企业可持续发展大会 "在乎者赢,先人一步 ——可持续跃迁的全球经验与本土策略" 主题论坛上,巴斯夫大中华区董事长兼总裁楼剑锋分享了在中 国市场可持续发展的实践经验。 巴斯夫是全球领先的化工公司,总部位于德国,有着160年的悠久历史。巴斯夫是全球少数在化工整个 价值链有所涉猎的企业,其产品遍及衣食住行,助力各行各业。2024年,巴斯夫全球销售额为653亿欧 元,正迈向2050年碳净零排放的目标。 今年是巴斯夫在华发展的140周年。楼剑锋表示,经过140年的耕耘与沉淀,巴斯夫建立了遍及中国的生 产、研发和销售网络。截至去年年底,巴斯夫与合作伙伴在华累计投资约170亿欧元。 "巴斯夫坚信,真正能穿越周期的,是能将绿色转型和市场需求整合起来的企业。"楼剑锋表示,巴斯夫 始终将经济效益与环境保护、社会责任相结合,对可持续发展的承诺涵盖整个价值链,其中包括三个维 度。 第一,从自身做起,聚焦可持续发展,助力气候保护 ...
从“碳索”到关税:鲍磊伟阐述巴斯夫在华策略与行业趋势
21世纪经济报道记者 林典驰 实习生林绮蓓 深圳报道 鲍磊伟:巴斯夫的核心目标在于通过颠覆传统化工模式,用回收再生材料、生物质替代化石原料。比如 新开发的PBT聚氨酯工艺,采用ANC生物质技术,显著降低了碳足迹。 我们在生产端同步推进绿色升级,国内基地全面使用绿电,从源头减少范围一、范围二碳排放。材料研 发上重点调整价值链,用低碳足迹原料替代原生材料,比如PA66、PPU这些项目已相继推出。 在全球绿色转型浪潮下,化工巨头巴斯夫动作频频。 近期,CHINAPLAS 2025国际橡塑展在深圳举行,巴斯夫特性材料更多展示的是与客户共创的回收材料 应用案例。当中包括化学回收技术将废弃聚酰胺66转化为裂解油,制成碳足迹极低的新材料;另一项是 与安全鞋企业尊王合作,将废弃聚氨酯(PU)材料回收并制成新产品。这些案例证明,减少化石原料 依赖、推动循环经济是可行的、有价值的。 在这期间,包括21世纪经济报道在内的多家媒体采访了巴斯夫亚太区特性材料部高级副总裁鲍磊伟。 鲍磊伟出生于苏格兰,在新西兰长大,1986年加入巴斯夫,历任巴斯夫中国区精细化学品部部门负责 人、巴斯夫亚太区营养与健康部副总裁等职位。在长达1个多小时的采访 ...
多家外资化企持续加码中国市场
Zhong Guo Hua Gong Bao· 2025-04-21 02:21
Group 1: BASF's Investment in China - BASF is increasing its investment in China, with a recent announcement of approximately 500 million yuan for a second facility in Shanghai, expected to enhance production capacity by nearly 70% by 2027 [1] - The expansion reflects BASF's commitment to local markets and customers, emphasizing its role as a leading chemical supplier in the automotive sector [1] - BASF is also advancing its Zhanjiang project and focusing on providing advanced materials for the Chinese automotive market, including lightweight battery components and materials for intelligent driving [1] Group 2: Dow's Growth Strategy in Asia - Dow identifies China as its second-largest global market and the largest overseas market, focusing on sustainable solutions and local partnerships [2] - The company is launching a plastic recycling traceability solution in collaboration with local partners, aiming to meet the upgrading needs of key industries such as consumer goods and automotive manufacturing [2] - Dow's strategy emphasizes operational efficiency and innovation to support sustainable development and the low-carbon transition in the Asia-Pacific region, particularly in China [2] Group 3: Localized Strategies by Other Companies - Aborg is implementing a "local for local" strategy in China, designing and producing automation solutions tailored for local customers [3] - 3M is benefiting from China's improving business environment and plans to enhance collaboration with government and research institutions to accelerate local production and testing processes [3]
BASF Introduces New Features in Refinity Cloud-Based Platform
ZACKS· 2025-04-16 16:50
Group 1: Company Overview - BASF SE has launched new features in its cloud-based platform, Refinity, aimed at promoting sustainable digitalization in the automotive refinish industry [1] - Refinity includes advanced digital business solutions, color innovation, and training solutions for body shops globally [1] Group 2: Technology and Features - Refinity utilizes next-generation color-scanning technology through its spectrophotometer ScanR, which can take five precise measurements in 30 seconds, enhancing accuracy and efficiency [2] - The ImagePLUS feature accelerates the color identification process with high-quality visualization, reducing the complexity of data interpretation [3] - BASF's fully automated mixing machine, Alfa CR4/6, further streamlines the digital color process, improving workflow and minimizing waste [3] Group 3: Market Performance - BASFY stock has experienced a decline of 13.3% over the past year, while the industry has seen a larger decline of 26.5% [5] - BASFY currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook compared to other stocks in the Basic Materials sector [6]
巴斯夫高管回应“对等关税”影响:日韩车企或受潜在影响
news flash· 2025-04-16 13:39
金十数据4月16日讯,在近日举办的2025国际橡塑展期间,巴斯夫高级副总裁、亚太区特性材料部负责 人鲍磊伟表示,巴斯夫在欧洲、亚洲、北美等主要生产基地多年以来坚持本土化原料供应、生产和销售 策略,"公司韧性很强",关税对巴斯夫自有化工品和生产业务所产生的直接影响不大。但他同时指出, 由于市场变化迅速,公司下游客户的产品出口业务会否受影响还需要进一步评估。鲍磊伟举例称,在汽 车产业领域,公司评估认为中国汽车产业受美国"对等关税"直接影响不大,但美国是日本、韩国汽车重 要出口地,日韩车企会否受关税潜在影响,尚要等90天关税暂缓期过后再确认。 (一财) 巴斯夫高管回应"对等关税"影响:日韩车企或受潜在影响 ...
化工巨头巴斯夫投资5亿加码中国汽车产业链布局
Guo Ji Jin Rong Bao· 2025-04-16 08:40
4月15日,化工巨头巴斯夫在官网宣布,在上海投资约5亿元人民币建设第二套聚氨酯减振元件 (Cellasto)业务装置,以进一步扩大工厂规模。 不断强化汽车产业链布局 巴斯夫是世界领先的化工巨头,在法兰克福证券交易所上市。自1994年在浦东投资运营以来,多次 进行投资扩产。从染料贸易到化工帝国,其战略扩张始终紧随中国产业的发展。巴斯夫的核心业务包括 化学品、材料、工业解决方案、营养与护理业务领域。 2024 年巴斯夫全球销售额为 653 亿欧元。其位 于上海高桥镇的巴斯夫科创园是其全球业务开展的枢纽之一。 早在2018年,巴斯夫就在华投资扩建树脂产能至7.5万吨/年。为了稳固并扩大其在中国的汽车涂料 市场,巴斯夫后来斥资1.96亿元扩建树脂装置二期项目,于2020年第三季度完成建设。2022年,巴斯夫 化工有限公司又计划总投资9360万元建设树脂装置扩建三期项目,在公司D900地块生产装置内新增一 条聚酯/聚氨酯生产线。2025年3月24日,巴斯夫涂料业务部宣布,其上海漕泾基地的聚酯与聚氨酯树脂 产线扩建项目(扩建三期项目)已正式投产,相关树脂年产能从2015年建成初期的0.8万吨提升至1.88万 吨。 扩建避 ...