2025-2030年全球工业产业竞争转型

Competitive Transformation in the Global Chemicals Industry, 2025-2030

出版日期: 2025年05月26日 | 出版商:

Frost & Sullivan | 英文 18 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

在快速变化的地缘政治格局中，合併、併购和资产剥离推动转型成长

该研究深入分析了影响全球化工业的策略转变、颠覆性因素和成长机会。随着地缘政治不确定性、贸易重组和监管格局重塑全球供应链，企业必须应对日益复杂的环境才能保持竞争力。

探讨宏观经济趋势、政策变化和区域投资策略如何重塑化学生产、贸易流动和产业扩张。评估2020年至2030年化工产业收益成长的演变，重点在于关键经济驱动因素、需求变化和供应链挑战。此外，也探讨了回流、近岸外包和全岸外包策略对贸易限制、关税和地缘政治不确定性的影响。

化学品生产和投资的区域转移也是本研究的重点。受益于成本优势、政策奖励、基础设施建设和不断增长的全球需求，印度和中东正在崛起成为主要的化学品製造中心。我们将探讨企业如何利用这些新机会。同时，在欧洲，能源成本、监管环境和永续性要求正在推动结构调整，不断变化的能源格局既带来挑战，也带来机会。本研究也检验了中国化工产业的放缓和产能过剩问题，并深入分析了国内整合、政府支持的合併以及不断变化的贸易政策如何影响全球市场。

永续性、循环经济和数位转型在化学产业的未来发展中扮演着越来越重要的角色。本研究深入探讨了永续性倡议、脱碳目标和循环经济框架如何影响对绿色化学品、生物基材料和先进回收技术的投资。此外，本研究也检验如何运用人工智慧、自动化数位双胞胎技术来优化生产效率、提升供应链韧性并实现竞争差异化。

介绍
全球化学工业正处于十字路口
地缘政治稳定
监管变化
消费者偏好的改变
技术进步
提供具有成本效益的原料
投资趋势与资本市场
美国政策转变催化重组
欧洲能源供应紧张，需求旺盛，正在改变化学製造业的模式
中国化工巨头需应对经济逆风
印度在下一波化工併购和资产剥离浪潮中扮演的角色
中东主权财富基金和私募股权推动併购和资产剥离
过去五年化工产业併购与资产剥离的非详尽清单
C&M 产业的策略分析

化工产业的成长机会领域与竞争转型

转型成长之旅
加速Growth Pipeline Engine（TM）™

成长管道引擎

免责声明

简介目录

Product Code: PFUG-92

Mergers and Acquisitions (M&As) and Divestments are Driving Transformational Growth in a Rapidly Shifting Geopolitical Landscape

This study provides an in-depth analysis of the strategic shifts, disruptions, and growth opportunities shaping the global chemicals industry. As geopolitical uncertainties, trade realignments, and regulatory pressures redefine global supply chains, companies must navigate an increasingly complex landscape to maintain competitiveness.

This study explores how macroeconomic trends, policy changes, and regional investment strategies are reshaping chemical production, trade flows, and industry expansion. It assesses the evolution of the chemicals industry's revenue growth from 2020 to 2030, highlighting key economic drivers, demand shifts, and supply chain challenges. It looks at the impact of reshoring, nearshoring, and ally-shoring strategies in response to trade restrictions, tariffs, and geopolitical uncertainties.

The study understands how global events, including trade wars, regional conflicts, and industrial policies, influence investment decisions and production shifts. It also examines the role of government intervention, protectionist measures, and environmental regulations in defining market entry strategies and cost structures.

With intensifying competition from start-ups, private equity-backed firms, and digital-first chemical manufacturers, the industry is experiencing significant transformation. The increasing convergence of the chemicals industry with end-use sectors such as automotive, electronics, energy storage, and automation is creating new opportunities and challenges.

The study explores how chemical companies can leverage these trends to strengthen their market positions. M&As have become a crucial strategy for chemical firms looking to optimize portfolios and expand market reach. With rising operational costs and capital constraints in mature markets, many companies are restructuring their assets to enhance resilience and profitability.

This study provides a detailed analysis of recent divestitures, acquisitions, and strategic partnerships, focusing on how companies are consolidating to strengthen their competitive positions. The role of sovereign wealth funds, private equity investors, and regional conglomerates in driving deal-making activities is explored, with case studies of high-profile transactions.

Regional shifts in chemical production and investment are another key focus of this study. India and the Middle East are emerging as major chemical manufacturing hubs, benefiting from cost advantages, policy incentives, infrastructure developments, and increasing global demand. The study explores how companies can capitalize on these emerging opportunities. Meanwhile, Europe's evolving energy landscape presents challenges and opportunities, as energy costs, regulatory pressures, and sustainability mandates drive restructuring in the region. China's chemicals industry slowdown and overcapacity issues are also examined, with insights into how domestic consolidation, state-backed mergers, and shifting trade policies are impacting global markets.

Sustainability, the circular economy, and digital transformation are playing an increasingly significant role in the chemicals industry's future. The study delves into how sustainability initiatives, decarbonization goals, and circular economy frameworks are influencing investment in green chemicals, bio-based materials, and advanced recycling technologies. In addition, it examines the adoption of AI, automation, and digital twins as tools for optimizing production efficiency, enhancing supply chain resilience, and driving competitive differentiation.

Anyone accessing this study will gain strategic insight into the evolving global chemicals industry, including growth projections, competitive trends, and investment opportunities. The study provides actionable intelligence on key M&A activities, portfolio realignment strategies, and market entry dynamics across different regions. It offers a deep-dive analysis of how global trade shifts, regulatory frameworks, and geopolitical factors are shaping business strategies, helping companies make informed decisions on where to invest, when to consolidate, and how to position themselves for long-term success. By identifying industry-specific growth opportunities-particularly in high-value segments such as sustainable chemicals, specialty materials, and performance polymers-the study provides a roadmap for future positioning. It is an essential resource for business leaders, investors, and industry stakeholders looking to navigate the competitive transformation of the global chemicals industry and secure a strategic advantage in an evolving space.

The Strategic Imperative 8TM

Strategic Imperative for Competitive Transformation in the Chemicals Industry

Geopolitical Chaos
Why?
Frost Perspective
Competitive Intensity
Why?
Frost Perspective
Industry Convergence
Why?
Frost Perspective

Growth Opportunity Analysis, Competitive Transformation in the Chemicals Industry

Introduction
The Global Chemicals Industry at a Crossroads
Geopolitical Stability
Regulatory Shifts
Evolving Consumer Preferences
Technological Advancements
Cost-effective Feedstock Availability
Investment Trends and Capital Markets
The US Policy Shift Will be a Realignment Catalyst
Europe's Energy Squeeze Reshapes the Chemical Manufacturing Landscape
China's Chemical Giants Will Have to Navigate Economic Headwinds
India's Role in the Next Wave of Chemical M&As and Divestments
Middle Eastern Sovereign Funds and Private Equity Will Drive M&As and Divestitures
A Non-exhaustive List of M&As and Divestments in the Chemicals Industry Over the Last 5 Years
A Strategic Analysis of the C&M Sector