Group 1 - The Chinese chemical industry is facing rising cost pressures and needs to promote technological innovation and green sustainable transformation [3][4] - Despite short-term uncertainties due to geopolitical conflicts and tariff fluctuations, most German companies maintain long-term confidence in the Chinese market [2][3] - The recovery of the Chinese real estate sector is anticipated to positively impact the economic recovery and investment in the chemical industry [2] Group 2 - Asia is becoming a significant testing ground for sustainable production innovation, being the largest chemical production and consumption market globally [3] - There is a structural contradiction in China's chemical industry, where the demand for high-end chemicals, especially in emerging industries, is not being met [3] - The chemical industry is transitioning from quantity growth to quality improvement, necessitating technological innovation and transformation for survival and development [3][4] Group 3 - The chemical industry is not a sunset industry but rather a sunrise industry, with strong demand for new materials in emerging fields such as electric vehicles, energy storage, and life sciences [4] - Opportunities in the chemical industry lie in developing products that meet downstream demands through innovation in catalysts, processes, reaction engineering, and equipment manufacturing [4]
关税波动不碍长期信心,化工巨头仍将坚守中国
Di Yi Cai Jing·2025-10-14 10:43