
建筑材料制造商海德堡材料首席执行官表示,公司正看到建筑行业复苏的最初迹象,与柏林5000亿欧元(约合5600亿美元)基建计划相关的投资开始获得进展。
Building materials maker Heidelberg Materials is seeing first signs of a recovery in the construction sector, its CEO said, with investment linked to Berlin's €500 billion ($560 billion) infrastructure package beginning to gain traction.
记者Christoph Steitz、Ilona Wissenbach报道:“有一批项目基本已准备好实施,现在应当开始启动了,”多米尼克·冯·阿赫特对路透社表示,并指出7至9月出现了“复苏的初步迹象”。
By Christoph Steitz, Ilona Wissenbach "There is a pipeline of projects that are essentially ready for implementation and should now be getting underway," Dominik von Achten told Reuters, pointing to "tentative signs of recovery" in the July-September period.
他表示,对能源基础设施和数据中心的投资——这些是人工智能技术所需的——正在缓慢获得动力。
He said investments in energy infrastructure and data centres, which are needed for artificial intelligence technology, were slowly gaining momentum.
较大竞争对手豪瑞集团(HOLN.S)周五第二次上调其2026年展望,因其销售了更多利润率较高的低碳产品。海德堡材料定于11月4日发布第三季度业绩。
Larger peer Holcim (HOLN.S) on Friday raised its 2026 outlook for the second time this year as it sold more higher-margin low-carbon products. Heidelberg Materials is scheduled to release third-quarter results on November 4.
冯·阿赫特称,公司正与主要超大规模运营商——即运营全球数据中心网络的大型科技公司——就供应低碳建筑材料进行洽谈,因为外界对这些公司的能源使用、水资源消耗和碳足迹的审视日益增加。
Von Achten said the company was in talks with major hyperscalers, big technology firms that operate global data center networks, about supplying lower-carbon construction materials as scrutiny grows over their energy use, water consumption and carbon footprint.
由于中东局势升级导致能源成本上升,冲击了该公司能源密集型的水泥制造业务,海德堡材料在7月不得不下调全年利润展望。
Heidelberg Materials in July had to tone down its profit outlook for the year due to higher energy costs following the escalation in the Middle East, which is hitting the firm's energy intense cement-making business.
“能源价格的上涨趋势已趋于平稳,但仍朝着错误的方向发展,”冯·阿赫特表示,并补充称集团仍受益于数年前锁定的电力和天然气采购。
"The upward trend in energy prices has levelled off, but it is still heading in the wrong direction," von Achten said, adding the group still benefited from electricity and gas purchases locked in several years ago.
他表示,较高成本在很大程度上可以转嫁,而在欧洲近期关闭工厂后,削减成本仍在议程上。
He said higher costs could largely be passed on, while cost cuts remained on the agenda after recent plant closures in Europe.