思略特：2024年化工行业状况报告-是德国去工业化的催化剂吗（英文版）（21页）.pdf

1、Is the state of the chemical industry catalyzing Germanys deindustrialization?Facts and executive perspectives 2024Strategy&This publication has been developed in collaboration between Strategy&,PwCs global strategy consulting business,alongside PwC industry and function experts.Together,we transfor

2、m organizations by developing actionable strategies that deliver results.At PwC,our purpose is to build trust in society and solve important problems.Were a network of firms in 151 countries with over 346,000 people who are committed to delivering quality in assurance,advisory and tax services.Find

3、out more and tell us what matters to you by visiting us at .PwC refers to the PwC network and/or one or more of its member firms,each of which is a separate legal entity.Please see for further 22024Strategy&Strategy&22 July 2020Decision-makers at policy and governmental level and in chemical industr

4、ials need to take short-term actions to boost Germanys competitiveness as a manufacturing countryGermanys competitiveness,in particular,is suffering:not only have profits shrunk by 12%compared to 2018,but investmentsare down(-90%)and incoming orders are at a ten-year lowRegulatory burdens have tight

5、ened dramatically in the EU in recent years,with Germany displaying greater policy uncertaintycompared to US and China,scaring off innovation and investmentEnergy prices are not competitive against leading peers;discussion has focused primarily on electricity prices,whereas the key challenge is natu

6、ral gas and its use as raw materialThe chemical industry has been a driver for historical growth.Now deindustrialization is a great challenge,with chemicals at the forefront of the decline(7.2 bn value-add lost since 2018)Strategy&Sources:S&P,Eurostat,Strategy&analysisHas anyone calculated the full