美国特化品行业信心在恢复

Core Insights - The confidence in the U.S. specialty chemicals industry is recovering, with many companies actively responding to challenges by expanding new customer bases, optimizing cost structures, and adjusting capacity layouts [1][2] - Nearly 60% of U.S. specialty chemicals companies expect continued growth in the second half of the year, a significant shift from earlier uncertainty [1] - The proportion of companies expecting contraction has decreased from 40% to 28% as market stability confidence increases [1] Group 1 - 85% of surveyed companies express medium to high confidence in maintaining operations and executing strategies over the next 3-6 months, with 28% feeling very confident [2] - 33% of respondents believe federal policies could act as growth catalysts, particularly in manufacturing return policies and domestic manufacturing support [2] - The primary focus for companies in the second half of the year is acquiring new customers, with 41% prioritizing this over maintaining existing customer relationships [2] Group 2 - The top risk identified is customer order reductions at 33%, with companies enhancing risk response capabilities through flexible forecasting and cash flow planning [3] - Geopolitical uncertainty and raw material cost fluctuations rank second and third in risk concerns at 17% and 15%, respectively [3] - Companies are mitigating risks through regional sourcing, hedging strategies, and supplier diversification [3]