摩根士丹利：欧洲化工板块面临挑战，这些通缩受益股受青睐

英为财情

2025/07/19

Investing.com - 周一，比利时索尔维公司( Solvay ) (EBR:SOLB)下调了其全年核心盈利指引，成为近日又一家下调展望的欧洲化工企业。该公司在一份声明中表示，假设2025年下半年汇率保持在当前水平，预计年度息税折旧摊销前基本利润(underlying EBITDA)将在8.8亿欧元至9.3亿欧元之间。索尔维此前曾预计该数字将在10亿欧元至11亿欧元区间的下限。 "...

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周一，比利时索尔维公司( Solvay ) (EBR:SOLB)下调了其全年核心盈利指引，成为近日又一家下调展望的欧洲化工企业。\n该公司在一份声明中表示，假设2025年下半年汇率保持在当前水平，预计年度息税折旧摊销前基本利润(underlying EBITDA)将在8.8亿欧元至9.3亿欧元之间。\n索尔维此前曾预计该数字将在10亿欧元至11亿欧元区间的下限。\n\"...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2893164\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：欧洲化工板块面临挑战，这些通缩受益股受青睐</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利：欧洲化工板块面临挑战，这些通缩受益股受青睐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-19 17:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2893164><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 周一，比利时索尔维公司( Solvay ) (EBR:SOLB)下调了其全年核心盈利指引，成为近日又一家下调展望的欧洲化工企业。\n该公司在一份声明中表示，假设2025年下半年汇率保持在当前水平，预计年度息税折旧摊销前基本利润(underlying EBITDA)将在8.8亿欧元至9.3亿欧元之间。\n索尔维此前曾预计该数字将在10亿欧元至11亿欧元区间的下限。\n\"...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2893164\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0158827781.USD","symbol_name":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2893164","article_id":"2552414694","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2893164","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2552414694","pubTimestamp":1752916140,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 周一，比利时索尔维公司 下调了其全年核心盈利指引，成为近日又一家下调展望的欧洲化工企业。索尔维此前曾预计该数字将在10亿欧元至11亿欧元区间的下限。由于关税原因被转向欧洲的过剩中国化工产品，进一步压低了该地区的销售价格和利润率。另外，摩根士丹利分析师预测，欧洲化工公司在刚刚开始的第二季度财报季将传递相对悲观的信息，理由是关税加剧了持续的供应链困境。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4127":"投资银行业与经纪业","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0320765646.SGD":"FTIF - 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周一，比利时索尔维公司( Solvay ) (EBR:SOLB)下调了其全年核心盈利指引，成为近日又一家下调展望的欧洲化工企业。\n该公司在一份声明中表示，假设2025年下半年汇率保持在当前水平，预计年度息税折旧摊销前基本利润(underlying EBITDA)将在8.8亿欧元至9.3亿欧元之间。\n索尔维此前曾预计该数字将在10亿欧元至11亿欧元区间的下限。\n\"第二季度，索尔维经历了市场环境持续疲软的情况，受到正在进行的全球关税讨论和地缘政治紧张局势加剧的影响，\"该公司写道。\"这导致需求逐步减少，订单量放缓。\"\n该公司补充说，对2025年剩余时间的可见度\"仍然较低\"，而市场条件预计在今年后六个月将\"充满挑战\"。\n荷兰国际集团(ING)分析师在一份报告中指出，美国激进关税影响中近一半是间接的，损害了使用化学品作为生产过程投入的板块和国家的出口。\n由于关税原因被转向欧洲的过剩中国化工产品，进一步压低了该地区的销售价格和利润率。\n\"虽然中美之间的初步贸易协议和欧盟潜在的进口限制可能提供一些缓解，但全球市场仍比以前更具挑战性，\"ING分析师写道。\n另外，摩根士丹利分析师预测，欧洲化工公司在刚刚开始的第二季度财报季将传递相对悲观的信息，理由是关税加剧了持续的供应链困境。\n然而，他们认为，如果供应链开始正常化，需求可能会反弹。\n\"换句话说，企业可能为需求回归做好准备，而非为进一步收缩做准备，\"分析师表示。\n尽管如此，化工公司可能不得不在2025年削减价格的风险仍然存在，这将抵消多年来主要在后疫情时代需求提振期间获得的利润率增长。\n分析师表示，像阿克苏诺贝尔( Akzo Nobel ) (AS:AKZO) (OTC:AKZOY)和Syensqo (EBR:SYENS)这样专注于石油化工行业最终阶段的下游化工公司，被视为这一趋势的潜在受益者。\n\"话虽如此，如果我们看到显著的净价格让步和利润率受损，这将表明竞争正在加剧，\"他们指出。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}