欧盟政策变化
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德银:蒂森克虏伯的利润率或因政策变化而得到进一步提振
Xin Lang Cai Jing· 2026-02-03 10:18
Group 1 - The core viewpoint is that Thyssenkrupp's profit margins are expected to expand further due to EU policy changes that tighten regulations on carbon-intensive goods importers [1] - The performance improvement of Thyssenkrupp Marine Systems (TKMS) and the potential divestment of its steel production division are seen as positive factors for the company [1] - Earnings for the company are projected to be 4%-5% higher than Deutsche Bank's previous expectations over the next three fiscal years [1] Group 2 - Thyssenkrupp's stock price increased by 4.8%, reaching €11.715, marking a seven-year high [1] - The stock has risen over 26% year-to-date as of the latest market close [1]