德国化工行业协会（VCI）周四上调了该行业2026年的销售预测，得益于价格上涨，但警告称，与伊朗战争相关的供应中断带来的暂时提振已消退。
German chemicals lobby VCI raised its 2026 sales forecast for the industry on Thursday, supported by higher prices, but warned the temporary boost from supply disruptions tied to the Iran war had faded.
中东危机为欧洲化工制造商带来了意外红利，因为供应链中断对亚洲竞争对手的冲击更大，且将更高的能源成本转嫁给客户推高了部分化学品价格。
The Middle East crisis provided an unexpected boon for European chemical makers, as supply chain disruptions weighed more heavily on their Asian rivals, and passing on higher energy costs to customers boosted prices of some chemicals.
“我们预期，源于特定地缘政治形势的这些意外收益最终会结束，这正是正在发生的情况，” VCI总经理沃尔夫冈·格罗塞·恩特鲁普（Wolfgang Grosse Entrup）对记者表示。
"We anticipated that these windfall gains stemming from specific geopolitical circumstances would eventually come to an end, and that is precisely what has happened," VCI Managing Director Wolfgang Grosse Entrup told journalists.
该行业协会代表约2000家化工和制药公司，其中大多数为中小企业，现在预计今年行业营业额将增长3.5%，高于其9月份2.5%的预测。
The industry association, which represents around 2,000 chemical and pharmaceutical companies, most of them small to mid-sized, now expects sector turnover to grow 3.5% this year, up from its September forecast of 2.5%.
然而，协会表示，这一增长将完全由更高的生产者价格驱动，而非更强的生产量。
However, that increase will be driven entirely by higher producer prices rather than stronger production volumes, it said.
“德国化工和制药行业的经济形势，充其量只是在低位企稳。可持续复苏遥遥无期，” VCI在季度声明中说。
"The economic situation of the German chemical and pharmaceutical industry is, at best, stabilising at a low level. A sustainable recovery is not in sight," VCI said in the quarterly statement.
格罗塞·恩特鲁普在新闻发布会上补充说，由于持续的政治和结构性挑战，2027年的前景也依然黯淡。
The outlook for 2027 also remains bleak due to persistent political and structural challenges, Grosse Entrup added in the press call.
格罗塞·恩特鲁普警告，不要将大型化工公司更强的盈利解读为国内复苏的证据。
Grosse Entrup cautioned against reading stronger earnings from large chemical companies as evidence of a domestic recovery.
“这些公司在别处、在德国境外赚取利润。对其中许多公司而言，德国依然深陷亏损，” 他说。
"These companies are generating their profits elsewhere, outside of Germany. For many of them, Germany remains firmly in the red," he said.
格罗塞·恩特鲁普表示，在光鲜数字背后，企业正在推迟投资、削减产能和裁减岗位。他敦促柏林利用明年春季州选举前狭窄的改革窗口期，解决能源成本、官僚主义和竞争力问题。
Behind the headline numbers, companies are delaying investment, cutting capacity and shedding jobs, Grosse Entrup said. He urged Berlin to use the narrow reform window before state elections next spring to tackle energy costs, bureaucracy and competitiveness.