Bayer(BAYRY)
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拜耳股价上涨多达4.7%
Mei Ri Jing Ji Xin Wen· 2025-12-09 15:38
Core Viewpoint - Bayer's stock price increased by up to 4.7%, reaching a two-year high [1] Group 1 - Bayer's stock performance indicates positive market sentiment and potential investor confidence [1]
盘点!巴斯夫、林德、陶氏、先正达、万华化学、阿克苏诺贝尔等59家化学公司2025年第三季度财报业绩公布!
Xin Lang Cai Jing· 2025-12-09 12:12
European Companies - BASF Group reported Q3 2025 sales of €15.23 billion (approximately $17.7 billion), down 3.2% year-on-year from €15.739 billion. Operating profit (EBIT) increased by 11.4% to €278 million, while net profit fell by 40% to €172 million [1] - LyondellBasell's Q3 2025 sales and other revenues were $7.727 billion, down from $8.604 billion year-on-year. The company reported a net loss of $890 million compared to a net profit of $573 million in the same period last year [2] - INEOS Group Holdings reported Q3 2025 revenue of €3.418 billion (approximately $3.97 billion), down from €4.273 billion year-on-year. Operating profit decreased to €113 million from €339 million, with a net loss of €56.5 million compared to a profit of €283 million last year [3] - Evonik Group's Q3 2025 sales were €3.391 billion (approximately $3.94 billion), down from €3.832 billion year-on-year. Adjusted EBITDA fell to €448 million from €577 million, with a net loss of €106 million compared to a net profit of €223 million [4] - Covestro reported Q3 2025 sales of €3.171 billion (approximately $3.68 billion), down 12% from €3.603 billion. EBITDA decreased by 15.7% to €242 million, with a net loss of €47 million compared to a net profit of €33 million last year [5] - DSM-Firmenich's Q3 2025 sales were €3.07 billion (approximately $3.57 billion), down 5% from €3.244 billion. Adjusted EBITDA remained stable at €540 million [6] - Sika reported Q3 2025 sales of CHF 3.078 billion (approximately $3.4 billion), down 3.8% from CHF 3.915 billion. EBITDA decreased to CHF 1.645 billion from CHF 1.702 billion, with net profit falling to CHF 871 million from CHF 923 million [8] - Henkel's Q3 2025 sales fell by 6.3% to €5.147 billion, with the adhesives technology division reporting sales of approximately $3.145 billion, down 3.3% year-on-year [9] - Arkema's Q3 2025 sales were €2.187 billion (approximately $2.54 billion), down 8.6% from €2.394 billion. EBITDA fell by 23.8% to €310 million, with adjusted net profit down 53.6% to €78 million [10] - Syensqo reported Q3 2025 sales of €1.517 billion (approximately $1.76 billion), down 7.1% from €1.633 billion. EBITDA decreased by 12.8% to €326 million, with net profit down 31.8% to €110 million [11] - LANXESS reported Q3 2025 sales of €1.338 billion (approximately $1.55 billion), down 16.3% from €1.598 billion. EBITDA fell by 35.6% to €105 million, with a net loss of €77 million compared to a profit of €1 million last year [12] - Solvay's Q3 2025 sales were €1.044 billion (approximately $1.21 billion), down 9.7% from €1.156 billion. EBITDA decreased by 10.3% to €232 million, with net profit down 15% to €88 million [13] - Clariant reported Q3 2025 sales of CHF 906 million (approximately $1.03 billion), down 9% from CHF 991 million. EBITDA increased by 14% to CHF 159 million [14] Asian Companies - Rongsheng Petrochemical reported Q3 2025 revenue of ¥79.185 billion (approximately $11.2 billion), down 5.67% year-on-year. Net profit attributable to shareholders was ¥286 million, up 1427.94% [15] - SABIC's Q3 2025 revenue was SAR 34.333 billion (approximately $9.147 billion), down from SAR 36.88 billion year-on-year. Operating profit decreased to SAR 1.663 billion from SAR 2.477 billion, with net profit falling to SAR 1.135 billion from SAR 1.763 billion [16] - Hengli Petrochemical reported Q3 2025 revenue of ¥53.496 billion (approximately $7.67 billion), down 17.98% year-on-year. Net profit attributable to shareholders was ¥1.972 billion, up 81.47% [17] - Wanhua Chemical reported Q3 2025 revenue of ¥53.324 billion (approximately $7.54 billion), up 5.52% year-on-year. Net profit attributable to shareholders was ¥3.035 billion, up 3.96% [18] - Mitsubishi Chemical Group reported H1 2025 revenue of ¥1,799.124 billion (approximately $11.5 billion), down 10.5% year-on-year. Operating profit decreased by 19.6% to ¥86.489 billion, with net profit attributable to shareholders up 169% to ¥110.132 billion [19] - Taiwan Chemical announced Q3 2025 revenue of NT$69.576 billion (approximately $2.22 billion), down from NT$86.899 billion. The company reported a net profit of NT$1.78 billion, compared to a net loss of NT$1.918 billion last year [20] - Nanya Plastics reported Q3 2025 revenue of NT$64.2 billion (approximately $2.04 billion), down from NT$66.4 billion. Operating profit increased to NT$1.04 billion from NT$990 million, with net profit rising to NT$4 billion from NT$490 million [21] - Formosa Plastics reported Q3 2025 revenue of NT$41.718 billion (approximately $1.33 billion), down from NT$50.492 billion. The company reported a net loss of NT$2.685 billion, compared to a loss of NT$3.092 billion last year [22] - Asahi Kasei Corporation reported H1 2025 revenue of ¥1,486.368 billion (approximately $9.54 billion), down slightly from ¥1,490.334 billion. Operating profit increased to ¥108.915 billion from ¥107.454 billion, while net profit decreased to ¥60.248 billion from ¥66.266 billion [23] - Dongfang Shenghong reported Q3 2025 revenue of ¥31.245 billion (approximately $4.5 billion), down 11.91% year-on-year. The company reported a net loss of ¥260 million [24] - Shin-Etsu Chemical reported H1 2025 revenue of ¥1,284.522 billion (approximately $8.24 billion), up 1.4% year-on-year. Operating profit decreased by 17.7% to ¥333.935 billion, with net profit down 12.3% to ¥257.844 billion [25] - Toray reported H1 2025 revenue of ¥1,234.31 billion (approximately $7.92 billion), down 4.6% year-on-year. Operating profit decreased by 19.1% to ¥642.99 billion, with net profit down 33.5% to ¥369.35 billion [26] - Hengyi Petrochemical reported Q3 2025 revenue of ¥27.925 billion (approximately $3.95 billion), down 7.07% year-on-year. Net profit attributable to shareholders was ¥4.4079 million, up 102.21% [27] - LG Chem reported Q3 2025 sales of ₩111.962 trillion (approximately $76.24 billion), down 11.3% from ₩126.2 trillion. Operating profit increased by 38.9% to ₩6.797 trillion, while net profit fell to ₩4.470 trillion from ₩10.13 trillion [28] American Companies - Dow reported Q3 2025 net sales of $9.973 billion, down from $10.879 billion year-on-year. Net profit attributable to common shareholders was $62 million, down from $214 million [36] - Ecolab reported Q3 2025 net sales of $4.165 billion, up from $3.999 billion year-on-year. Operating profit decreased by 27% to $760 million, with net profit down 21% to $585 million [37] - DuPont reported Q3 2025 net sales of $3.072 billion, up from $2.862 billion year-on-year. The company reported a net loss of $123 million, compared to a profit of $455 million last year [39] - Westlake Corporation reported Q3 2025 net sales of $2.838 billion, down from $3.117 billion. The company reported an operating loss of $766 million, compared to a profit of $180 million last year [40] - IFF reported Q3 2025 net sales of $2.694 billion, down from $2.925 billion year-on-year. Operating profit decreased by 9% to $226 million, with net profit down to $40 million from $58 million [41] - Celanese reported Q3 2025 net sales of $2.419 billion, down from $2.648 billion. The company reported an operating loss of $1.275 billion, compared to a profit of $245 million last year [42] - Eastman Chemical Company reported Q3 2025 sales of $2.202 billion, down from $2.464 billion. Net profit attributable to the company was $47 million, down from $180 million [43] - Huntsman Corporation reported Q3 2025 revenue of $1.46 billion, down from $1.54 billion. The company reported a net loss of $25 million, compared to a loss of $33 million last year [44] Industrial Gases - Linde plc reported Q3 2025 sales of $8.615 billion, up from $8.356 billion year-on-year. Operating profit increased to $2.367 billion from $2.086 billion, with net profit rising to $1.929 billion from $1.55 billion [45] - Air Liquide reported Q3 2025 revenue of €6.599 billion (approximately $7.66 billion), down from €6.762 billion year-on-year [46] - Air Products & Chemicals reported Q4 2025 sales of $3.167 billion, down from $3.188 billion. The company reported an operating profit of $16.8 million, down from $242.4 million last year, with a net profit of $4.9 million compared to $195 million [47] Crop Science - Syngenta Group reported Q3 2025 revenue of $6.4 billion, down 6% year-on-year. EBITDA increased by 28% to $900 million [48] - Bayer Group reported Q3 2025 sales of €9.66 billion, down from €9.968 billion. EBIT loss was €543 million, compared to a loss of €382.2 million last year, with a net loss of €963 million compared to a loss of €4.183 billion last year [49] - Corteva, Inc. reported Q3 2025 net sales of $2.618 billion, up from $2.326 billion year-on-year. The company reported a net loss of $320 million, compared to a loss of $524 million last year [50] Fertilizers - Nutrien reported Q3 2025 sales of $6.007 billion, up from $5.348 billion year-on-year. Net profit increased to $469 million from $25 million [51] - Yara International ASA reported Q3 2025 revenue of $4.108 billion, up from $3.654 billion. Operating profit increased to $470 million from $309 million, with net profit rising to $320 million from $286 million [52] - The Mosaic Company reported Q3 2025 net sales of $3.452 billion, up from $2.811 billion. Operating profit increased to $340 million from $115 million, with net profit rising to $411 million from $122 million [53] - CF Industries reported Q3 2025 net sales of $1.659 billion, up from $1.37 billion. Net profit attributable to common shareholders was $353 million, compared to $276 million last year [54] Coatings - PPG Industries reported Q3 2025 net sales of $4.082 billion, up from $4.032 billion year-on-year, with net profit remaining stable at $444 million [55] - AkzoNobel reported Q3 2025 revenue of €2.547 billion (approximately $2.96 billion), down from €2.668 billion. The company reported an operating loss of €29 million, compared to a profit of €259 million last year, with a net loss of €194 million compared to a profit of €163 million last year [56] - Nippon Paint Holdings reported YTD revenue of ¥1,318.378 billion (approximately $8.467 billion), up 7.8% year-on-year. Operating profit increased by 36.4% to ¥190.579 billion, with net profit rising by 38.6% to ¥134.336 billion [57] - Sherwin-Williams reported Q3 2025 net sales of $6.358 billion, up from $6.163 billion. Net profit increased to $833 million from $806 million, with the paint retail group reporting sales of $3.837 billion, up 5.1% [58] - Axalta Coating Systems Ltd. reported Q3 2025 net sales of $1.288 billion, down from $1.32 billion. Operating profit increased to $204 million from $193 million, with net profit rising to $110 million from $101 million [59] - Three Trees reported YTD revenue of ¥9.392 billion (approximately $1.33 billion), up 2.69% year-on-year. Net profit attributable to shareholders was ¥744 million, up 81.22% [60]
摩根大通:将拜耳评级从“中性”上调至“超配”;目标价从25欧元上调至50欧元。
Jin Rong Jie· 2025-12-08 04:27
Group 1 - Morgan Stanley upgraded Bayer's rating from "Neutral" to "Overweight" [1] - The target price for Bayer was raised from €25 to €50 [1]
小摩上调拜耳目标价至50欧元
Ge Long Hui· 2025-12-08 04:19
Group 1 - Morgan Stanley upgraded Bayer Group's rating from "Neutral" to "Overweight" [1] - The target price was raised from €25 to €50 [1]
“中国市场激励我们不断创新前行”
Ren Min Ri Bao· 2025-12-07 22:02
中共二十届四中全会提出加快农业农村现代化,扎实推进乡村全面振兴。"这彰显了中国对农业发展和 科技创新的高度重视,进一步增强了拜耳作物科学深耕中国市场的信心。"胡梦影表示,期待不断加强 与本土企业合作,让更多创新成果扎根中国土壤,结出合作共赢的丰硕果实。 (本报记者姜波参与采写) 《 人民日报 》( 2025年12月08日 03 版) (责编:赵欣悦、袁勃) "中国市场拥有丰富的应用场景、日益完善的创新环境和强大生产能力与供应链支撑。"拜耳作物科学大 中华区总经理胡梦影日前在接受本报记者采访时表示,"中国是拜耳作物科学全球关键市场之一。" 拜耳作物科学是德国拜耳集团旗下企业,进入中国市场已有60多年。"中国市场激励我们不断创新前 行。"胡梦影表示,中国加快生物育种产业化进程,植保创新持续突破,数字化技术与农业深度融合。 中国农业对高效、绿色的作物保护产品需求与日俱增,消费者对农产品品质、安全、多样性等要求持续 提高。这些都为拜耳作物科学继续深耕中国市场提供广阔空间。 拜耳集团连续参加8届进博会,在今年的进博会上带来了26款亮点创新展品,达成超10项战略签约。其 中,拜耳作物科学发布了7个"中国首展"、8个"进博 ...
浦东引领区建设五周年:以开放之姿筑先锋之路
Zhong Guo Xin Wen Wang· 2025-12-06 15:22
中新网上海12月6日电(记者李姝徵)自浦东打造社会主义现代化建设引领区的号角吹响以来,这片承载 着国家改革开放厚望的热土,在更高水平改革开放的征程上勇立潮头。 企业出海的成功实践,根源在于浦东在服务企业国际化方面的制度性创新。2025年3月成立的浦东新区 企业走出去综合服务中心,作为全国首家以参事组织形式注册的"走出去"综合服务平台,甫一亮相便展 现出独特的生态优势。 上海市浦东新区企业走出去综合服务中心总经理王玥介绍,该平台已构建起"11家理事单位+90余家战略 合作伙伴"的服务矩阵,涵盖法律、金融、咨询、会计等全专业领域,更打造了覆盖欧美、亚太、中东 等重点区域的270余个全球站点,为企业提供从市场调研、商务对接到项目落地、风险预警的全流程一 站式服务。 如果说"走出去"服务体系是浦东开放的"硬支撑",那么"引进来"与"走出去"双向赋能的产业生态构建, 则是其发展的"软实力"核心。 这种协同效应,在正创集团的发展轨迹中尤为鲜明。作为名创优品等龙头企业的生态载体,正创集团整 合上下游资源打造的新零售供应链产业集群,集智能制造、研发中试、装配分拨等功能于一体,既承载 着国内零售产业升级的需求,又通过东亚资管的 ...
Bayer Starts Phase IIa Study for Treatment of Patients With Alport Syndrome
Businesswire· 2025-12-04 07:30
Core Insights - Bayer has initiated a Phase IIa clinical trial for BAY 3401016, a monoclonal antibody targeting Semaphorin 3A, which is linked to kidney damage in Alport Syndrome [1] Group 1 - The clinical trial, named ASSESS, is a randomized, double-blind, placebo-controlled study [1] - The trial includes an extension phase to further investigate the effects of BAY 3401016 [1] - Alport Syndrome is identified as a rare genetic disorder that leads to kidney damage [1]
Bayer Stock Up as Government Backs Supreme Court Review in Roundup Case
ZACKS· 2025-12-03 18:46
Core Insights - Bayer's shares increased by 12.1% following the Solicitor General's support for a Supreme Court review of its Roundup weedkiller case, indicating potential positive influence on the court's consideration of Bayer's petition [1][9] - The company has faced numerous lawsuits related to Roundup, with significant litigation costs incurred due to allegations that glyphosate, the active ingredient, caused cancer [2][3] Litigation Overview - Bayer acquired Roundup through the 2018 buyout of Monsanto, which has been the subject of multiple lawsuits alleging cancer risks associated with glyphosate [2] - As of October 15, 2025, 28 Roundup-related trials have concluded, with Monsanto winning 17 cases, while plaintiffs received compensatory damages in the others [4] - Bayer has reserved $7.6 billion (€6.5 billion) for glyphosate litigation as of September 30, 2025, accounting for potential settlements and appeals [7] Recent Developments - Bayer filed a petition with the U.S. Supreme Court in April 2025, seeking clarification on federal versus state law regarding failure-to-warn claims in glyphosate litigation [5] - In June 2025, the U.S. Supreme Court requested the Solicitor General's opinion on the case, while Bayer settled approximately 17,000 claims [6] Financial Performance - Bayer's stock has surged 101.3% year-to-date, significantly outperforming the industry growth of 16.1%, driven by new drug approvals and positive pipeline developments [8] - Key drugs such as Nubeqa and Kerendia are contributing to growth in Bayer's pharmaceuticals division, offsetting declines in Xarelto sales [10] Drug Approvals and Pipeline Progress - The European Commission approved elinzanetant for treating vasomotor symptoms associated with menopause, expanding Bayer's product offerings [12] - The FDA granted accelerated approval to Hyrnuo for specific lung cancer treatments, further enhancing Bayer's portfolio [13] - Bayer's pipeline candidate asundexian showed promising results in a late-stage study for secondary stroke prevention, with plans for global marketing authorization applications [14][15]
RSNA25: Pediatric Study for Bayer's Investigational MRI Contrast Agent Gadoquatrane Meets Primary and Secondary Endpoints
Businesswire· 2025-12-03 18:00
Core Insights - Bayer has announced results from the QUANTI Pediatric study, which provides additional pharmacokinetic, safety, and efficacy data for the investigational low-dose MRI gadolinium-based contrast agent gadoquatrane [1] Group 1: Study Overview - The QUANTI Pediatric study evaluated gadoquatrane in children with known or suspected disease undergoing contrast-enhanced MRI [1] - The study utilized a gadolinium dose of 0.04 mmol Gd/kg body weight, indicating a significant dose reduction compared to standard doses [1]
Why Bayer Aktiengesellschaft (BAYRY) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-12-03 15:50
Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank, helping investors identify securities likely to outperform the market in the short term [2][3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales, aiming to find attractive investment opportunities before the market recognizes their true value [3] Growth Score - The Growth Style Score emphasizes a company's financial health and future potential, analyzing projected and historical earnings, sales, and cash flow to identify stocks with sustainable long-term growth [4] Momentum Score - The Momentum Style Score is designed for traders who capitalize on price trends, utilizing factors like recent price changes and earnings estimate shifts to identify optimal entry points for high-momentum stocks [5] VGM Score - The VGM Score combines the three Style Scores, providing a comprehensive rating that highlights stocks with the best value, growth prospects, and momentum, serving as a crucial indicator alongside the Zacks Rank [6] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] Stock to Watch: Bayer Aktiengesellschaft (BAYRY) - Bayer AG, a global company in health care and nutrition, holds a 3 (Hold) Zacks Rank and a VGM Score of A, with a Momentum Style Score of B, reflecting a 29% increase in share price over the past four weeks [11] - An upward revision in earnings estimates for fiscal 2025 has led to a Zacks Consensus Estimate increase of $0.02 to $1.39 per share, with an average earnings surprise of +18.5%, making BAYRY a notable consideration for investors [12]