BASF SE’s (BASFY) Coatings division and INEOS Automotive have forged a comprehensive agreement to advance global automotive refinish body and paint development. The collaboration marks a long-term strategic alliance aimed at surpassing industry benchmarks in vehicle body repair and paint refinish. Together, the partners pledge to deliver sustainable refinish solutions, expertise and cutting-edge digital color-matching solutions along with training initiatives.INEOS Automotive expressed great enthusiasm abou ...

业绩总结 - BASF集团2023年第四季度销售额下降17.9%，至159亿欧元[7] - BASF集团2023年第四季度EBIT特殊项目前利润下降8100万欧元，至2.92亿欧元[7] - BASF集团2023年的EBITDA在特殊项目前为7671亿欧元，较2022年下降28.7%[13] - BASF集团2023年的净收入为225亿欧元，较2022年下降44.7%[13] - BASF集团2023年的经营现金流为8111亿欧元，较2022年增长5.2%[14] - BASF集团2023年的自由现金流为2715亿欧元，较2022年下降18.5%[14] 未来展望 - BASF集团2024年的EBITDA预计为80亿至86亿欧元，自由现金流为1亿至6亿欧元，CO2排放量为1670万至1770万公吨[22] 新产品和新技术研发 - BASF将退出石油和天然气业务，这次交易是实现这一战略目标的重要一步[19] 市场扩张和并购 - Harbour Energy与Wintershall Dea签署的协议中，BASF将持有Harbour Energy 39.6%的股份，并获得15.6亿美元现金[19] 其他新策略和有价值的信息 - BASF计划在2026年底前在路德维希港实现每年10亿欧元的额外成本节约[9] - BASF提议每股股息为3.40欧元，总计支付30亿欧元，其中90%由自由现金流覆盖[21]

业绩总结 - 2023年第四季度，BASF集团销售额下降18%，约为160亿欧元，主要是由于价格下降[2] - 2023年，BASF集团的EBITDA在特殊项目前下降了29%，达到77亿欧元[4] - 2023年，BASF集团的EBIT在特殊项目前下降了45%，降至38亿欧元[4] - 2023年，BASF集团的净收入提高了8.52亿欧元，达到2.25亿欧元[4] - 2023年，BASF集团的经营活动现金流量增加了5%，达到81亿欧元[4] 未来展望 - BASF 集团计划在 2024 年进行总计 62 亿欧元的资本支出，较 2023 年的 52 亿欧元增长[5] - 预计2024年BASF集团的EBITDA在80美元/桶的布伦特原油和1.10美元/欧元的汇率下将达到80亿至86亿欧元[6] - 预计2024年BASF集团的自由现金流将在0.1亿至0.6亿欧元之间，主要是由于在中国新建Verbund工厂的投资[6] 新产品和新技术研发 - 公司在电池材料方面采取了更长远的视角，并寻求通过合作降低风险[12] 市场扩张和并购 - BASF 集团将在 2024 年进一步利用中国的 Verbund 站点的有利采购环境[5] 负面信息 - BASF集团的自由现金流减少了6.8亿欧元，降至27亿欧元[4] - BASF集团的特殊项目金额为负16亿欧元，其中约4亿欧元来自重组措施[4]

BASF SE's (BASFY) Coatings division’s Surface Treatment business unit, operating under the Chemetall brand, recently unveiled its new Global Aluminum Competence Center in Giussano, Italy. The cutting-edge facility will improve Chemetall's position as a global provider of solutions for the surface treatment of aluminum substrates.The Aluminum Competence Center was designed to consolidate Chemetall's extensive competencies in the field of aluminum surface treatment in one location. Following extensive studies ...

BASF SE (BASFY) and industry-leading geophysical services provider, hydroGEOPHYSICS Inc. (“HGI”) have joined forces in an exclusive partnership in a strategic move to optimize copper extraction in the mining industry. With a focus on enhancing copper recovery rates, this collaboration promises to introduce novel mining technologies that could reshape the industry landscape.The demand for copper continues to surge, driven not only by traditional markets but also by the global transition toward sustainable en ...

BASF SE’s (BASFY) process catalysts division and Envision Energy have announced a strategic collaboration aimed at revolutionizing the conversion of green hydrogen and CO2 into e-methanol. This partnership brings together the innovative catalyst technology of BASF and Envision Energy's process package, with a shared mission to drive sustainable energy solutions.At the heart of this collaboration is BASF's cutting-edge SYNSPIRE catalyst technology, a breakthrough in the efficient conversion of green hydrogen ...

BASF SE (BASFY) and Inditex announced a significant breakthrough in advancing recyclability within the textile industry. The introduction of loopamid, a polyamide 6 (PA6 or nylon 6) entirely derived from textile waste, represents a groundbreaking circular solution for nylon apparel. Zara, under the Inditex umbrella, has already incorporated this material into a jacket, marking a global release. Embracing a ‘design for recycling’ approach, all components, from fabrics and buttons to filling and zippers, are ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental ...

BASF SE (BASFY) , a prominent global battery materials producer and battery recycler, joined forces with Stena Recycling, a leading European recycling company, in a black mass purchase agreement. This collaboration is part of a broader initiative by BASF and Stena Recycling to establish a comprehensive battery recycling value chain for the European electric vehicle battery market.The primary focus of this partnership is the development of enhanced black mass production processes, aiming for high recovery ra ...

1 October 31, 2023 | BASF Analyst Conference Call Q3 2023 Analyst Conference Call Q3 2023 October 31, 2023 Cautionary note regarding forward-looking statements This presentation contains forward-looking statements. These statements are based on current estimates and projections of the Board of Executive Directors and currently available information. Forward-looking statements are not guarantees of the future developments and results outlined therein. These are dependent on a number of factors; they involve ...