10月28日,德国化工集团巴斯夫周三公布的第三季度核心收益超出市场预期后,今年第二次上调了2026年业绩展望,随着欧洲化工供应商受益于与伊朗战争相关的需求增长。
Oct 28 - German chemicals group BASF raised its 2026 outlook for the second time this year after its third-quarter core earnings topped market expectations on Wednesday, as European chemical suppliers benefit from an Iran war-related demand boost.
霍尔木兹海峡的关闭对德国化工企业来说是一个意料之外的利好,中东供应链的中断推高了当地需求,在能源价格飙升之际提振了这一挣扎中的行业。
The closure of the Strait of Hormuz has been an unexpected boon for German chemical businesses, as Middle East supply disruptions drove up local demand, bolstering the struggling sector even as energy prices soar.
巴斯夫表示,预计今年调整后核心收益将在74亿欧元至78亿欧元(82亿美元至87亿美元)之间,高于其7月份给出的69亿欧元至77亿欧元的预测区间。
BASF said it expected adjusted core earnings to land between €7.4 billion and €7.8 billion ($8.2 billion and $8.7 billion) this year, up from the range of €6.9 billion to €7.7 billion it had given in July.
该集团第三季度录得销售额164亿欧元,比巴斯夫汇总的分析师预期高出近5%,这归因于为抵消能源成本而提高的价格,以及在较小程度上销量的增加。
The group recorded sales of €16.4 billion in the third quarter, nearly 5% ahead of analysts' expectations in a poll compiled by BASF, as higher pricing to offset energy costs and, to a lesser extent, volumes increased.
巴斯夫计划在法兰克福证券交易所上市的农业业务是唯一的例外,其销售额与去年相比下滑了20%。
The agricultural business, which BASF is planning to list on the Frankfurt stock exchange, was the only outlier, recording a 20% sales slump compared with last year.
*该集团的目标是在2027年中期之前将农业业务上市。该部门在种子和杀虫剂领域与拜耳、科迪华以及中国的先正达展开竞争。
The group aims to list the agricultural business by mid-2027. The unit competes in seeds and pesticides with Bayer, Corteva and China's Syngenta.