--- title: "隨着亞洲供應的不穩定,歐洲化工製造商獲得了暫時的優勢" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286102803.md" description: "歐洲化工製造商因中東動盪導致的亞洲供應鏈中斷而獲得了暫時的優勢。像 Evonik 和 Solvay 這樣的公司受益於本地生產和原材料,這確保了更可靠的交付。然而,管理層警告稱,如果亞洲供應恢復穩定,這一優勢可能會減弱,因為目前沒有跡象表明該行業會長期復甦" 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) --- # 隨着亞洲供應的不穩定,歐洲化工製造商獲得了暫時的優勢 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. ### 相關股票 - [EVK.DE](https://longbridge.com/zh-HK/quote/EVK.DE.md) ## 相關資訊與研究 - [伊朗戰爭衝擊亞洲競爭對手,歐洲化工製造商迎來喘息之機](https://longbridge.com/zh-HK/news/286036532.md) - [化工製品 + 氟概念,這家公司擁有完整氟產業鏈](https://longbridge.com/zh-HK/news/286388145.md) - [傳統化工轉型之路在何方? 五年後再籤深化協議,中國中化和華為究竟算清了哪筆賬](https://longbridge.com/zh-HK/news/286989056.md) - [東方證券:原料斷供暴露日韓產業軟肋 中國精細化工龍頭有望受益](https://longbridge.com/zh-HK/news/287154080.md) - [東方財富證券:資本開支進一步放緩 26Q1 化工行業業績修復顯著](https://longbridge.com/zh-HK/news/287012156.md)