蒂森克虏伯：有信心将材料服务业务推向资本市场，具体时间取决于市场环境。 本文源自：金融界AI电报 ...

格隆汇2月18日｜有媒体援引消息人士称，蒂森克虏伯可能在2026年通过分拆、上市或出售的方式剥离 其材料服务部门。蒂森克虏伯称，有信心将材料服务业务推向资本市场，具体时间取决于市场环境。 来源：格隆汇APP ...

来源：滚动播报 三位知情人士透露，蒂森克虏伯最快可能在今年将其材料贸易部门分拆、上市或剥离，并正在考虑改变 该业务的法律形式，以便在多数股权出售的情况下保持控制权。蒂森克虏伯材料服务公司的销售额占蒂 森克虏伯销售额的三分之一以上，围绕该公司的讨论标志着该集团在首席执行官Miguel Lopez的领导 下，继分拆其国防部门，以及继续谈判出售其钢铁部门之后，又迈出了全面改革的一步。 ...

来源：滚动播报 蒂森克虏伯：有信心将材料服务业务推向资本市场，时机取决于市场环境。 ...

Group 1 - The Chief Financial Officer of Thyssenkrupp stated that the current pension liabilities related to the steel business amount to approximately €2.4 billion [1]

Group 1 - The core viewpoint is that Thyssenkrupp's profit margins are expected to expand further due to EU policy changes that tighten regulations on carbon-intensive goods importers [1] - The performance improvement of Thyssenkrupp Marine Systems (TKMS) and the potential divestment of its steel production division are seen as positive factors for the company [1] - Earnings for the company are projected to be 4%-5% higher than Deutsche Bank's previous expectations over the next three fiscal years [1] Group 2 - Thyssenkrupp's stock price increased by 4.8%, reaching €11.715, marking a seven-year high [1] - The stock has risen over 26% year-to-date as of the latest market close [1]

Core Viewpoint - ThyssenKrupp AG (TKAMY) shares experienced a significant rally, driven by optimism in the Marine Systems segment and strong earnings expectations for the upcoming quarter [1][2][3]. Group 1: Stock Performance - TKAMY shares rose by 5.9% to close at $12.37, with trading volume higher than usual, contributing to a total gain of 7.6% over the past four weeks [1]. - The stock currently holds a Zacks Rank of 1 (Strong Buy), indicating strong market confidence [4]. Group 2: Business Segment Performance - The Marine Systems segment is showing strong momentum, with order growth attributed to the addition of four submarines under the German-Norwegian 212CD program and two submarines added to Singapore's existing order [2]. - Progress in new construction, marine electronics, and software businesses is also contributing positively to the segment's outlook [2]. Group 3: Earnings Expectations - The company is projected to report quarterly earnings of $0.20 per share, reflecting a year-over-year increase of 322.2% [3]. - Expected revenues for the quarter are $8.83 billion, which represents a 5.7% increase compared to the same quarter last year [3]. - The consensus EPS estimate for TKAMY has remained unchanged over the last 30 days, indicating stability in earnings expectations [4].

Core Viewpoint - Thyssenkrupp is in discussions to potentially sell its steel division to Jindal Steel International, with the process expected to occur in several steps as both parties work towards finalizing a deal for the complex business [1] Group 1 - Thyssenkrupp's steel division is being considered for sale, indicating a strategic shift in the company's operations [1] - Jindal Steel International is identified as a potential buyer, highlighting interest from Indian firms in European steel assets [1] - The negotiations are described as complex, suggesting that multiple factors are influencing the potential sale [1]

Core Viewpoint - The press conference marks the final event for thyssenkrupp AG, focusing on the business outlook for the financial year 2024-2025 and providing insights from the management team [1][2][3] Group 1 - The press conference is being held at the thyssenkrupp conference center in Essen, with both live and virtual attendance options available [1] - The management team, including Miguel Lopez and CFO Axel Hamann, will present the business outlook for the upcoming financial year [3] - Simultaneous translation is provided for attendees who do not speak German, allowing questions in both German and English [2]

Core Insights - The green ammonia market is projected to experience significant growth, with an expected increase from 0.27 million tons in 2025 to 5.41 million tons by 2030, representing a compound annual growth rate (CAGR) of 82.47% [2][11] - The growth is driven by rising investments in renewable energy infrastructure and the demand for sustainable fertilizers and fuels [2][3] Market Overview - Green ammonia is produced using renewable energy sources, primarily through water electrolysis and nitrogen fixation, making it a low-carbon alternative to traditional ammonia [3] - The market is gaining traction as industries seek cleaner alternatives to conventional ammonia production [3] Key Trends Driving Growth - **Rising Demand in Agriculture**: Agriculture is a major consumer of ammonia for nitrogen-based fertilizers, and green ammonia offers a cleaner alternative to reduce the carbon footprint of farming practices [4] - **Interest in Marine Fuel Alternatives**: The shipping industry is considering green ammonia as a low-emission marine fuel to replace conventional bunker fuel, thereby reducing sulfur and nitrogen oxide emissions [5] - **Power Generation and Energy Storage**: Green ammonia is relevant in power generation as a hydrogen carrier, facilitating easier storage and transportation compared to hydrogen gas [6] Regional Insights - **Europe**: Leading in green ammonia adoption, supported by policy frameworks and funding for clean energy projects, making it the largest and fastest-growing market [7] - **Asia-Pacific**: Emerging interest due to growing energy needs and agricultural demand [13] - **North America**: Investments in renewable energy and clean fuel technologies are increasing [13] Market Segmentation - The green ammonia market is segmented by application and geography, reflecting diverse use cases and regional adoption patterns [9] Key Players - Companies such as Siemens Energy, Thyssenkrupp AG, Yara International, Haldor Topsoe, and Nel ASA are contributing to market growth by developing scalable solutions and forming strategic alliances [10][13]