Schlagwort: Industrie

海德堡印刷机械股份公司（HEIDELBERG）在2025/26财年的新业务年度中取得了积极的开局。得益于去年积累的高订单量，第一季度的营业收入达到了4.66亿欧元，显著高于去年同期的4.03亿欧元。在此期间，欧洲和亚洲地区表现尤为出色，这表明HEIDELBERG正在进一步巩固其在未来市场如亚洲的发展地位。同时，经过调整后的运营利润(EBITDA)也大幅提升至2000万欧元，而去年同期则为-900万欧元。没有特殊影响因素的情况下，该季度调整后的EBITDA利润率上升至4.4%（去年同期为-2.3%）。除了销售额增长和生产效率提高外，公司采取的成本削减措施也开始显现成效。这些战略计划及效率提升措施对本财年的盈利能力产生了积极影响。此外，在后德鲁巴年中，第一季度的新订单量达到5.59亿欧元（去年值：7.01亿欧元），这为良好的商业发展奠定了坚实基础，也受益于中国印刷展会的成功举办。 “凭借我们全球市场的位置以及改善后的成本结构，我们顺利开启了新财年，” HEIDELBERG首席执行官尤尔根·奥托表示。“通过实施核心业务中的战略举措，以及在技术领域特别是在国防行业的新机会，我们对整个年度的发展充满信心。” 经过三个月后，自由现金流如预期仍然是负数，但与去年的数据相比已有明显改善：自由现金流降至6800万欧元（去年的值为1.03亿欧元），得益于人力资源和效率提升措施所带来的成果。第一季度税后净收益达到-1100万欧元，相较于去年的4200万欧元有显著好转。 自2025年4月1日起，HEIDELBERG将按以下三个板块进行报告：印刷与包装设备、数字解决方案与生命周期管理，以及HEIDELBERG技术。其中，“印刷与包装设备”板块涵盖了用于包装及商业印刷的胶版、柔版以及前后处理解决方案；“数字解决方案与生命周期管理”则整合软件、服务、耗材及数字打印相关产品；而“HEIDELBERG技术”主要包括非核心业务活动，如电动汽车领域（Amperfied）以及工业生产和技术解决方案等。 "在‘印刷与包装设备’板块中，今年第一季度营业收入同比增长约42%，达到了2.11亿欧元。而‘数字解决方案与生命周期管理’板块则保持稳定，与去年持平，为2.41亿欧元。" 在所有细分市场中，经调整后的EBITDA均有所改善。 "包装打印依然是我们业务增长的重要驱动力，” HEIDELBERG科技及销售董事大卫·施梅丁表示。“这一趋势强调了我们的成长策略，即作为系统集成商不断且有针对性地扩展该重要市场细分领域。在收购Polar Mohr品牌及其相关技术以提高包装和标签生产价值链中的生产力方面，我们正朝着这个方向迈进。” 公司认为，在核心业务方面，有望成为混合打印解决方案下的一流系统集成商，并通过软件和服务建立一个全面数字化生态系统来实现进一步发展。同时，在科技领域，将重点放在充电基础设施建设，包括直流充电技术，并探索新的市场细分机会。   与国防专家VINCORION签署系统合作备忘录   HEIDELBERG首次通过具体项目进入国防行业，并已签署了一份关于同VINCORION Advanced Systems GmbH建立系统合作关系的意向书。此次合作标志着HEIDELBERG正式进入国防市场，将参与开发、工业化以及构建能源调控和配电系统，以便逐步确立自己作为优质产品可靠伙伴的位置并扩大这一角色。   年度预测得到确认 ...

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根据联邦政府的联合协议，目标是增加可负担住房的供应。然而，2025年和2026年的预算草案却显示出相反的趋势：新投资并未出现，现有项目只是从常规预算转移到特别基金中，而没有明显的资金增加。尤其是在翻修补助方面，2026年的资金将大幅削减，而建筑领域的翻修率依然远低于理想水平。尽管基础设施投资有所上升，但德国建筑材料协会（bbs）对联邦预算中的优先事项表示批评，并警告称住宅建设可能面临崩溃。 “2026年的联邦预算没有设定正确的优先级。政府完全低估了住房市场的形势，”bbs总经理马蒂亚斯·弗雷德里希斯表示。这一批评得到了经济数据的支持。从2022年底到2025年中期，住宅建设开工率下降了约85%。在此期间，包括砖块、石灰砂石和多孔混凝土在内的墙体建筑材料生产减少了约50%。自2025年第一季度以来，这一生产水平一直停滞不前。同样，在同一时期内，建筑许可证也下降了48%。弗雷德里希斯警告说，如果经济形势不发生好转，一些企业可能会退出市场，从而引发从建材生产商到整个住宅建设价值链的一系列连锁反应。在这种情况下，将来几乎无法再建立新的产能。 虽然社会住房补助将在未来几年继续增加，这一点值得肯定，但对于自由融资且可负担得起的新建房屋缺乏激励措施。从bbs来看，更为严重的是，在联合协议中提到过渡性支持EH55标准时，该计划既未出现在建筑部规划中，也未列入预算草案。弗雷德里希斯指出：“基于EH55标准的一项资助计划将意味着每个单位最高可获得30,000欧元补贴，这将有助于实现大量待建项目。这是一项值得投资的重要资金。”他强调，如果政策没有根本改变，由于每年至少需要320,000套新房屋，即使存在巨大的需求，也可能导致未来一段时间内新建数量跌破200,000套，从而引发社会问题。 关于急需提高建筑领域翻修率的问题，目前预算草案传递出的信号也是错误的。“我们许多现有建筑在能源效率上表现不佳。随着能源和二氧化碳成本持续上涨，不久后租户及自住业主将面临显著额外负担。因此，需要制定雄心勃勃的发展政策，以避免社会动荡，”弗雷德里希斯说道。 尽管关于基础设施更新所需投资保持高位是令人欣慰之事，但弗雷德里希斯质疑这些资金是否能够如预期那样迅速使用，因此必须确保可以跨年度使用这些款项。“基础设施特别基金对德国现代化至关重要。在相关债务增加情况下，有必要确保这些资金得到有效且针对性的利用，”他说。 对于即将到来的下半年，弗雷德里希斯呼吁明确设定优先事项：“政府必须立即启动所有在联合协议中商定与住房政策相关措施，以便在年底之前实施。同时，还需要重新调整翻修补助，并确保特殊基金中的基础设施投资具有附加性。” 媒体联系： 德国建筑材料协会卢克·沃塔政治与传播主管电话：+49 30 7261999-23电子邮件：l.voutta@bvbaustoffe.de网址：www.baustoffindustrie.de

Auftragseingang und Umsatz über Vorjahr Verunsicherung der Märkte spürbar Bestätigung der Prognose für 2025 Der Frankenthaler Pumpen- und Armaturenhersteller KSB ...

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尽管面临严峻的市场环境，位于法兰克福的泵和阀门制造商KSB在2025年上半年继续保持了2024财年的良好发展势头。公司的订单量和营业收入均超过了去年同期水平，同时，剔除SAP S/4HANA引入成本后的息税前利润（EBIT）也有所增长。 KSB公司正在应对由于突发的关税政策、地缘政治的不确定性以及战争行为所带来的市场动荡。管理层发言人斯蒂芬·蒂默曼表示：“由于贸易联盟变化和负面货币效应导致的投资谨慎，我们需要找到补救措施。在如此复杂的宏观经济环境下，我们对2025年上半年的订单情况感到非常满意。” 在2025财年的上半年，KSB实现了订单量同比增长3.3%，达到16.98亿欧元（其中第二季度为8.2亿欧元）。如果不考虑2300万欧元的汇率影响，实际增幅将达到4.7%。泵类产品部门表现突出，同比增长8.2%，达9.41亿欧元，而阀门部门则维持在约2.25亿欧元，与去年基本持平。然而，由于矿业和能源市场暂时降低了备件需求，KSB SupremeServ部门的订单量下降了3.1%。泵类产品中，仅包含新设备销售，其标准市场实现13.3%的增长。水务及石化/化工领域的大型项目贡献显著，而矿业领域则录得4.9%的增长。相较之下，由于2024年上半年出现大额单笔合同，能源领域订单减少14.3%。中东/非洲地区、亚太地区及欧洲地区分别增加15.9%、5.9%及3.2%，而美洲因美元疲软则下降了3.5%。 KSB在今年上半年的营业收入提升至14 .65亿欧元，同比增长1 .8%（其中第二季度为7 .56亿欧元）。若剔除1800万欧元汇率影响，则实际增幅为3 .1%。阀门部门以201百万欧元实现最强劲增幅达 3 .8%；而泵类产品收入上涨2 .9%至776百万 欧 元。在该细分市场中, 矿业与能源行业几乎保持稳定, 分别小幅上涨0 .6%与下滑1 .7%；标准市场则增加至634百万 欧 ...

Die innovative Greentech-Firma PLAN-B NET ZERO AG hat heute einen bedeutenden Fortschritt verkündet – die deutsche Tochtergesellschaft, PLAN-B NET ZERO ...

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