【环球财经】德国电气电子行业2026年预计增长2%

Core Viewpoint - The German electrical and electronics industry is expected to recover and grow by 2% by 2026 after three years of stagnation and decline [1] Group 1: Industry Growth and Performance - The year 2025 is projected to be a "stable year" for the industry, with an expected increase in revenue and exports [1] - Total orders in the German electrical and electronics industry are anticipated to grow by 5% in 2025, with nominal revenue expected to reach €226 billion [1] - From January to November 2025, the industry's production saw a decline of 0.5%, which is significantly better than the previously forecasted decline of 2% [1] Group 2: Export and Import Dynamics - Exports to the EU and the UK increased, offsetting declines in key markets like the US, with total exports reaching €236.2 billion, a growth of 4.6% [1] - Imports during the same period rose by 7.9%, totaling €252.4 billion [1] Group 3: Capacity and Employment - The capacity utilization rate in the industry reached 78%, which is 4 percentage points higher than the previous year but still below the long-term average of 83% [1] - Employment in the German electrical and electronics sector was slightly above 877,000, reflecting a year-on-year decrease of 1.7% [1] Group 4: Challenges and Opportunities - The industry faces challenges from geopolitical situations, necessitating the expansion of the European single market, with a focus on key technologies like microelectronics and batteries [2] - Industrial artificial intelligence is identified as a significant growth potential for the industry [2]