德国化工行业景气度恶化

Group 1 - The latest survey by the German research institute ifo indicates a significant deterioration in the business climate of the German chemical industry in July compared to June [1] - Weak industrial economy is suppressing both domestic and international demand for chemical products in Germany [1] - The current order backlog in the German chemical industry has dropped to its lowest level since the 2009 financial crisis, leading companies to plan further layoffs [1] Group 2 - The ifo business climate index for the German chemical industry fell from -9.5 in June to -19.2 in July [1] - German chemical giants Henkel and SGL Carbon have lowered their sales forecasts for 2025, with Henkel now expecting a sales growth of 1.0% to 2.0%, down from a previous forecast of 1.5% to 3.5% [1] - SGL Carbon anticipates a 10% to 15% decline in sales for 2025 compared to 2024, revising its previous expectation of a 10% decline [1] Group 3 - The German Chemical Industry Association (VCI) projects a 2.0% decrease in chemical production (excluding pharmaceuticals) in Germany for 2025 [1]