北美投資者點睇歐洲化工業未來？

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北美投資者關注歐洲化工行業的焦點

據瑞銀（UBS）分析師透露，來自北美的20多家機構投資者對歐洲化工行業的財務狀況表示擔憂，尤其對2026年該行業能否實現營收轉折和兩位數盈利增長表示懷疑。

由於美國大規模進口關稅導致全球貿易受阻，歐洲化工企業面臨客戶訂單延遲及需求疲軟的雙重壓力，這加劇了該行業自2022年能源危機以來的困境。當年烏克蘭戰爭爆發引發天然氣和電力價格飆升，生產成本大幅上升，重創歐盟第四大出口行業（僅次於機械、汽車和製藥）。

根據歐洲化學工業理事會（Cefic）數據，2023年歐盟化工銷售額佔全球僅12.6%，約6550億歐元，較十年前下降近4%。面對這種情況，區內化工企業紛紛裁員並關閉工廠。

路透社引述倫敦證券交易所集團（LSEG）數據報道，歐洲化工企業第二季度盈利暴跌22%，第三季度預計再降5%。瑞銀分析師指出，多數化工企業在近期行業會議中表示，自第二季度以來銷售量未見改善。

北美投資者關注德國及歐盟支持化工行業的政策，但若2025年下半年銷量未能回升，市場普遍預期的10%核心盈利增長將難以實現。

瑞銀表示，企業將在最新季度報告中重點關注自我調整及資產組合優化。投資者特別關注的股票包括Solvay、Syensqo、BASF，以及氣體公司Air Liquide和Linde；消費化工領域則聚焦於DSM-Firmenich、Symrise、Croda和Novonesis。

不過，投資者對Akzo Nobel、Covestro、Givaudan、肥料企業及多數中型企業缺乏興趣。

編者評論：

歐洲化工行業正處於多重挑戰的交叉口，從能源價格飆升、地緣政治風險到全球貿易摩擦，都對該行業的盈利能力構成壓力。北美機構投資者的疑慮反映了對未來成長動能的謹慎態度，也凸顯出歐洲化工企業必須積極調整策略，才能在全球競爭中維持優勢。

尤其值得關注的是，歐洲化工行業的結構性問題並非短期政策刺激即可解決，能源成本的高企和市場需求的疲軟需要通過技術創新、供應鏈多元化以及更靈活的市場策略來應對。北美投資者的資金流向或將成為歐洲化工企業未來發展的重要風向標。

此外，歐洲化工行業的轉型也帶來了新興投資機會。隨著全球加速向可持續發展和綠色化學轉型，企業若能在環保技術、新材料研發上取得突破，將可能改寫市場格局。投資者不應只聚焦短期盈利壓力，更應從長遠角度評估行業的潛在價值和風險。

總結來看，歐洲化工行業正面臨一場深刻的結構重塑，北美投資者的審慎態度提醒我們，全球化工市場的未來充滿不確定性，但也蘊藏著轉型升級的巨大機遇。投資者和企業均需保持高度警覺，靈活應對持續變化的市場環境。

以上文章由特價GPT API KEY所翻譯及撰寫。

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