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奥纬咨询：2025年欧洲工业品行业状况报告：在增长乏力与地缘政治不确定性中砥砺前行（中译版）（22页）.pdf

上传人： Y**** 编号：731003 2025-07-18 22页 4.31MB

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1、contents00Introduction02Geopolitical Worries Take Center Stage04An Outlook Between Hope and ConvictionEuropes Industrial Goods Sector Runs Out of Steam01Refocus of Strategies and Operating Models Necessary03Methodology05IntroductionWelcome to the 2025 European edition of Oliver Wymans State of the I

2、ndustrial Goods Sector report.2024 was and 2025 continues to be a tough year for most of the industrial goods sector in Europe.Against a backdrop of slow macroeconomic growth,disadvantageous competitive conditions in Europe,and most of all continued geopolitical tensions and disruptions,the sector h

3、as only produced marginal growth.The imminent cyclical upswing that many parts of the industry had anticipated has been delayed by the uncertainty created on the geopolitical stage.Uncertainty is poison for decision-making,and investment decisions are what this sector relies on.Consequently,executiv

4、e sentiment has fallen to a new low(from 6.4 to 5.4,on a scale of 1-10),and short-term growth expectations are subdued.That mood came through in our discussions with CEOs and other executives who have experienced another year of sideways movement and considerable effort for limited gain.A feeling of

5、“grinding”as we put it in this years report title.Still,overall uncertainty has not led to paralysis.Many companies are driving hard on innovation to regain their competitive edge against rising international competition.And they are adapting their operating models for more comprehensive regionaliza

6、tion to increase their resilience against further geopolitical tightening.There also are pockets of light in a sector as diverse as industrial goods that are not seeing stagnation.If your business is fueled by a megatrend that delivers(not all do!)like electrification or artificial intelligence(AI)t

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根据报告的内容，本文主要概括了2025年欧洲工业品行业的发展状况： 1. **行业增长放缓**：2024年，欧洲工业品行业增长仅为4%，低于过去10年的平均增长率11%，且首次落后于更广泛的欧洲市场。这反映了结构性挑战和当前发展。 2. **高管情绪低落**：高管对行业状况的评分从2024年的6.4降至2025年的5.4，尤其在德国和意大利。这反映了行业面临的挑战和价值份额的丧失。 3. **市场价值转移**：高科技和软件行业增长停滞，周期性行业受挫，而电气化成为赢家。半导体设备制造商和工业软件公司的市场价值大幅下降。 4. **部分公司表现突出**：一些公司通过电气化和自动化需求实现了非凡的价值增长，如西门子能源、施耐德电气和ABB。 5. **高管关注重点**：高管最关注地缘政治局势，86%认为美国贸易政策变化对公司产生负面影响。对ESG和净零转型的担忧有所下降。 6. **战略调整**：高管计划加强在印度和美国的生产和运营，66%计划生产更多本地化产品。50%的高管对国防领域感兴趣。 7. **行业前景**：分析师对行业持谨慎乐观态度，77%的公司获得“买入”或“跑赢大盘”评级。分析师认为，尽管面临挑战，但行业前景依然光明。
欧洲工业品行业前景如何？ 地缘政治风险对欧洲工业品行业有何影响？ 欧洲工业品企业如何应对当前挑战？
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