超15亿元加码在华产能，科莱恩CEO：未来全球化工市场近半增长来自中国

Core Viewpoint - Clariant is expanding its production capacity in China despite global chemical market pressures, focusing on innovative halogen-free flame retardants and healthcare chemicals [1][3]. Group 1: Expansion and Investment - Clariant announced a partnership with Fuhua Tongda Chemical Co. to establish a production base for halogen-free flame retardants [1]. - The company is investing 80 million Swiss francs (approximately 700 million RMB) in a healthcare chemicals expansion project and 100 million Swiss francs (approximately 880 million RMB) in a high-performance halogen-free flame retardant production line [1]. - The first production line of the high-performance halogen-free flame retardant was launched in 2023 [1]. Group 2: Market Significance - Since entering the Chinese market in 1995, Clariant has built nine factories and integrated parks, investing over 300 million Swiss francs (approximately 2.637 billion RMB) since 2020, with more than half of this investment in the Huizhou Daya Bay base [3]. - Clariant's CEO stated that despite a global downturn in the chemical market, the company's revenue in local currency has grown by 4% annually since 2021, with an expected EBITDA margin increase to 17%-18% in 2024 [3]. Group 3: Future Growth Potential - The company identifies significant growth potential in sectors such as electric vehicles, home appliances, consumer electronics, and emerging industries like low-altitude economy and humanoid robots [4]. - Clariant emphasizes the importance of local production and proximity to customers to enhance supply chain resilience and responsiveness, with about 50% of products supplied to the Chinese market produced locally and 80% of raw materials sourced domestically [5].