OMV首席执行官Alfred Stern表示，欧洲持续的烯烃产能优化将为现存生产商提供支撑，到今年年底可 能会有高达400万吨/年的产能被关闭。Stern强调，由于公司投资改造了芬兰和瑞典的裂解装置，使其能 够使用乙烷、液化石油气和丁烷等轻质原料，OMV的资产在欧洲现金成本曲线上处于非常有利的位 置。Stern表示，公司今年前6月多项欧洲指标利润率强于预期。尽管需求持续低迷，但较低的原料成本 和欧洲裂解装置产能关停提升了利润率。不过，OMV对下半年市场保持谨慎态度，因需求预计不会显 著改善，且关税实施对市场的潜在影响仍存在巨大不确定性。尽管面临潜在市场逆风，OMV仍将欧洲 乙烯和丙烯全年指标利润率预期分别上调至高于先前预估的每吨520欧元和385欧元。对于聚烯烃， OMV现在预计其PE指标利润率将显著高于每吨400欧元，但将聚丙烯(PP)指标利润率预期从"高于"下调 至约400欧元/吨。 中化新网讯 7月31日，奥地利OMV股份公司宣布，上调全年烯烃、聚乙烯(PE)及总体聚烯烃销售量的利 润率预期，该公司还预计欧洲乙烯和丙烯的利润率将高于今年早些时候的预测值。尽管预计欧洲化学品 市场仍将承压，但该公司2025 ...

Core Viewpoint - The launch of the China Securities Commodity Index Company's first sector-based commodity futures index series, the China Securities Energy and Chemical Industry Futures Index Series, aims to objectively reflect the price trends and industrial cycle changes of China's energy and chemical industry, which accounts for over 40% of the global market [1][2]. Group 1: Index Characteristics - The series includes three specific indices: the China Securities Energy and Chemical Industry Futures Price/Index, the China Securities Energy Chemical Finished Product Futures Price/Index, and the China Securities Organic Chemical Product Futures Price/Index [2]. - The indices are based on domestic listed futures varieties, covering important products from both the futures and spot markets, thus providing a comprehensive view of the energy and chemical industry chain [2][3]. - The series focuses on different segments of the industry chain and selects mature products in the futures market, offering reliable market dynamics for enterprises and investors to hedge against price volatility [2][4]. Group 2: Impact on Enterprises - The index design balances macroeconomic commonalities and microeconomic characteristics, aiding production companies in planning production and sales strategies based on market supply and demand trends [3][4]. - The series is expected to enhance the pricing power of Chinese commodities in the global market, filling the gap in pricing benchmarks for the industry chain [4][9]. - The index's comprehensive coverage allows for better price signals, enabling companies to manage production and procurement more effectively [6][7]. Group 3: Market Dynamics - The correlation and hedging efficiency of six energy and chemical futures varieties have remained above 90% from 2021 to 2024, indicating the importance of the pricing mechanism for upstream and downstream enterprises [5]. - The index provides a more intuitive and macro price signal, facilitating smoother cooperation between suppliers and buyers in the commodity market [6][7]. - The index's introduction is seen as a significant step towards a more systematic and diversified commodity futures market in China, enhancing the overall risk management capabilities of the industry [4][9][10].