--- title: "随着亚洲供应的不稳定,欧洲化工制造商获得了暂时的优势" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286102803.md" description: "欧洲化工制造商因中东动荡导致的亚洲供应链中断而获得了暂时的优势。像 Evonik 和 Solvay 这样的公司受益于本地生产和原材料,这确保了更可靠的交付。然而,管理层警告称,如果亚洲供应恢复稳定,这一优势可能会减弱,因为目前没有迹象表明该行业会长期复苏" datetime: "2026-05-12T12:49:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286102803.md) - [en](https://longbridge.com/en/news/286102803.md) - [zh-HK](https://longbridge.com/zh-HK/news/286102803.md) --- # 随着亚洲供应的不稳定,欧洲化工制造商获得了暂时的优势 Conflict-driven shift: Middle East unrest has disrupted supply routes, raising costs for Asian chemical producers and giving European rivals breathing room. Local sourcing edge: Firms like Evonik and Solvay benefit from producing near markets and relying on local feedstocks, ensuring steadier deliveries. Temporary advantage: Executives caution that the boost may fade quickly if Asian supply recovers, with no signs yet of a structural industry turnaround. ### 相关股票 - [EVK.DE](https://longbridge.com/zh-CN/quote/EVK.DE.md) ## 相关资讯与研究 - [化工制品 + 氟概念,这家公司拥有完整氟产业链](https://longbridge.com/zh-CN/news/286388145.md) - [东方财富证券:资本开支进一步放缓 26Q1 化工行业业绩修复显著](https://longbridge.com/zh-CN/news/287012156.md) - [传统化工转型之路在何方? 五年后再签深化协议,中国中化和华为究竟算清了哪笔账](https://longbridge.com/zh-CN/news/286989056.md) - [东方证券:原料断供暴露日韩产业软肋 中国精细化工龙头有望受益](https://longbridge.com/zh-CN/news/287154080.md) - [博源化工控股子公司碳回收综合利用项目投料试车](https://longbridge.com/zh-CN/news/286898691.md)