美國杜邦公司DuPont市場前景及投資研究報告-外文版培訓(xùn)課件3M

COMPANIES

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PRODUCTSDuPontCHAPTER

01OverviewTotalrevenueofthechemicalindustryworldwidefrom2005to2022(inbillionU.S.dollars)Revenueoftheglobalchemicalindustry2005-20227,0006,0005,0004,0003,0002,0001,00002005200620072008200920102011201220132014201520162017201820192020202120223Description:In2022,thechemicalindustry’stotalworldwiderevenuestoodatsome5.72trillionU.S.dollars.Inthatyear,thechemicalindustryrevenuereachedthehighestvalueofthelast15years.

ReadmoreNote(s):Worldwide;2005to2022Source(s):AmericanChemistryCouncilRevenuedistributionofthechemicalindustryworldwidein2022,byregionGlobalrevenuedistributionofthechemicalindustry2022,byregionRestoftheWorld2%India2.1%Africa1.2%SouthKorea2.5%LatinAmerica4.0%RestofEurope*3.9%Japan4.2%China44%U.S.11.2%RestofAsia11.4%EU2714%4Description:In2022,Chinaaccountedforapproximately44percentoftheworld'schemicalindustryrevenue.Thiswasmorethananyotherregionacrosstheglobethatyear.TheEuropeanUnionfollowedinsecond,butbyawidemargin,witha14percentshareoftheglobalchemicalrevenuein2022.ReadmoreNote(s):Worldwide;2022;*IncludingtheUnitedKingdom,Switzerland,Norway,Turkey,RussiaandUkraine.ReadmoreSource(s):CEFICRevenueoftheUnitedStateschemicalindustryfrom2005to2022(inbillionU.S.dollars)U.S.chemicalindustryrevenue2005-20229008007006005004003002001000200520062007200820092010201120122013201420152016

2017*

2018*

2019*

2020202120225Description:TheUnitedStateschemicalindustry'stotalrevenue(referredtoasfinalsalesbythesource)amountedto614.2billionU.S.dollarsin2022.ThatwasasignificantdecreasecomparedtotheU.S.chemicalsector'srevenuein2015,whichamountedtonearly820billionU.S.dollars.TheU.S.finalsalesfigureisacalculationofthetotalvalueofchemicalshipmentsplusimports,minusexports.?TheUnitedStatesishometoseveraloftheworld'sleadingchemicalcompanies.ReadmoreNote(s):UnitedStates;2022;referredtoasfinalsalesbythesourceSource(s):AmericanChemistryCouncil;USCensusBureauMarketcapitalizationoftheleadingchemicalcompaniesworldwideinMay2024(inbillionU.S.dollars)Globalleadingchemicalcompaniesbasedonmarketcapitalization2024MarketcapitalizationinbillionU.S.dollars50

1000150200250LindePLCAirLiquide206.71103.71Shin-EtsuChemicalCoLtdEcolabInc76.3866.51AirProductsandChemicalsIncBASFSE55.2848.13ChandraAsriPacificPTTbkGivaudanSA41.5241.3941.0440DowIncWanhuaChemicalGroupCoLtdLyondellBasellIndustriesNVNutrienLtd33.0327.4424.0920.1119.79InternationalFlavors&FragrancesIncWestlakeCorpEmsChemieHoldingAG6Description:AsofMay2024,theIrish-headquarteredindustrialgasesandchemicalscompanyLindereachedamarketcapitalizationofnearly206.71billionU.S.dollars,whichmadeittheworld'sleadingchemicalcompanybasedonmarketcap.Basedonrevenue,however,BASFwasthetopchemicalcompanyworldwide.ReadmoreNote(s):Worldwide;asofMay8,2024Source(s):FinancialTimes;ThomsonReuters;Varioussources(Companydata)CHAPTER

02FinancialsRevenueofDuPontfrom2015to2023(inbillionU.S.dollars)DuPont'srevenue2015-20232522.592015.441513.0212.5712.0711.6711.131056.035.502015201620172018201920202021202220238Description:ThechemicalcompanyDuPontgeneratedover12billionU.S.dollarsofrevenuein2023.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.ReadmoreNote(s):Worldwide;2015to2023;netsalesSource(s):DuPontRevenueofDuPontfrom2020to2023,byregion(inmillionU.S.dollars)DuPont'srevenue2020-2023,byregionAsiaPacific*UnitedStatesEurope,MiddleEast,&AfricaLatinAmericaCanada14,00012,00010,0008,0006,0004,0002,000020202021202220239Description:In2023,morethan5.1billionU.S.dollarsofDuPont'snettraderevenueweregeneratedintheAsiaPacificregion.Accordingly,AsiaPacificwasDuPont'shighestrevenue-generatingregionthatyear.?DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.ReadmoreNote(s):Worldwide;2020to2023;*NetsalesattributedtoChina/HongKong,fortheyearsendedDecember31,2023,2022and2021were$2,206million,$2,744million,and$2,822million,respectively.

ReadmoreSource(s):DuPontNetincomeofDuPontfrom2015to2023(inmillionU.S.dollars)DuPont'snetincome2015-20238,0007,3456,4675,8686,0004,0002,00003,9753,8451,159498423-2,000-4,000-2,95120202015201620172018201920212022202310Description:ThenetincomeofchemicalcompanyDuPontamountedto423millionU.S.dollarsin2023.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaUnitedStates-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.ReadmoreNote(s):Worldwide;2015to2023;netincomeavailableforDuPontcommonstockholdersSource(s):DuPontBrandvalueofDuPontdeNemours,Inc.worldwidefrom2015to2021(inmillionU.S.dollars)DuPont'sbrandvalue2015-20213,5003,2612,9932,9313,0002,5002,0001,5001,0005002,6852,3282,2001,9950201520162017201820192020202111Description:ThebrandvalueofUnitedStates-basedchemicalcompanyDuPontdeNemoursamountedtonearlytwobillionU.S.dollarsasofJanuary2021.ThatwasDuPont'slowestbrandvalueofanyyearsince2015.

ReadmoreNote(s):Worldwide,UnitedStates;2015to2021Source(s):BrandFinanceDividendspershareofDuPontfrom2017to2022(inU.S.dollars)DuPont'sdividendspershare2017-2023765432106.664.562.161.441.321.21.22017*20182019202020212022202312Description:In2023,DuPont'sdividendpaymentspersharestoodat1.44U.S.dollars.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.IthasitsheadquartersinWilmington,Delaware.?OnSeptember1,2017,DowChemicalandDuPontsuccessfullycompletedtheirmergerofequals.FromthatdateuntilApril1,2019,thesinglecompanywasknownasDowDuPont.Atthatpointintime,the[...]

ReadmoreNote(s):Worldwide;2017to2023;*The2017dividendiscomprisedof0.38U.S.dollarspershareofDowDuPontdividendsdeclaredandpaidinthefourthquarterof2017,andtheremainingamountrelatestopaymentsofhistoricalDowdividends[...]

ReadmoreSource(s):DuPontResearchanddevelopmentexpenditureofDuPontfrom2017to2023(inmillionU.S.dollars)DuPont'sresearchanddevelopmentexpenditure2017-20231,2001,0701,0008006896575656004002000557536508201720182019202020212022202313Description:TheUnitedStates-basedchemicalcompanyDuPontinvestedsome508millionU.S.dollarsinresearchanddevelopmentin2023.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.?OnSeptember1,2017,DowChemicalandDuPontsuccessfullycompletedtheirmergerofequals.FromthatdateuntilApril1,2019,thesinglecompany[...]

ReadmoreNote(s):Worldwide;2017to2023Source(s):DuPontNumberofemployeesatDuPontfrom2017to2023DuPont'semploymentfigures2017-2023120,00098,00098,000100,00080,00060,00040,00020,000035,000201934,000202028,000202124,000202323,00020222017*2018*14Description:ThechemicalcompanyDuPonthadapproximately24,000full-timeemployeesin2023.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaUnitedStates-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.?OnSeptember1,2017,DowChemicalandDuPontsuccessfullycompletedtheirmergerofequals.FromthatdateuntilApril1,2019,thesinglecompanywasknownasDowDuPont.Atthat[...]

ReadmoreNote(s):Worldwide;2017to2023;Approximatefigures,full-timebasis.;*Figuresfor2017and2018includeallDowDuPontemployees.Thisstatisticwascompiledusingseveralreleasesofthepublication.

ReadmoreSource(s):DuPontCHAPTER

03SegmentsRevenueofDuPontin2023,bysegment(inmillionU.S.dollars)DuPont'srevenue2023,bysegmentRevenueinmillionU.S.dollars01,0002,0003,0004,0005,0006,000Water&ProtectionElectronics&IndustrialCorporate&Other*5,6335,3371,09816Description:In2023,theWater&ProtectionsegmentofDuPontgeneratedatotalrevenueof5.6billionU.S.dollars.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.?OnSeptember1,2017,DowChemicalandDuPontsuccessfullycompletedtheirmergerofequals.FromthatdateuntilApril1,2019,thesinglecompanywasknownasDowDuPont.[...]

ReadmoreNote(s):Worldwide;2023;*Corporate&OtherincludessalesandactivityoftheRetainedBusinesses,previouslyreportedinthehistoricMobility&Materialssegment.ReadmoreSource(s):DuPontRevenueoftheWater&ProtectionsegmentofDuPontfrom2019to2023(inmillionU.S.dollars)DuPont'sWater&Protectionsegmentrevenue2019-20237,0005,9576,0005,6335,5525,2014,9935,0004,0003,0002,0001,00002019202020212022202317Description:TheWater&ProtectionsegmentofDuPontreportedrevenuesof5.6billionU.S.dollarsin2023.Thisfigurerepresentedanincreaseincomparisontothepreviousyear.DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.ReadmoreNote(s):Worldwide;2019to2023Source(s):DuPontRevenueoftheElectronics&IndustrialsegmentofDuPontfrom2019to2023(inmillionU.S.dollars)DuPont'sElectronics&Industrialsegmentrevenue2019-20237,0006,0005,9175,5545,3375,0004,0003,0002,0001,00004,6744,4462019202020212022202318Description:TherevenueofDuPont'sElectronics&Industrialsegmenthasexperiencedanupwardtrendoverthelastfouryears.In2023,thesegment'srevenueamountedtoover5.9billionU.S.dollars,representinganincreaseofsome6.5percentincomparisontothepreviousyear.?DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.

ReadmoreNote(s):Worldwide;2019to2023Source(s):DuPontRevenueoftheCorporate&OthersegmentofDuPontfrom2020to2023(inmillionU.S.dollars)DuPont'sCorporate&Othersegmentrevenue2020-20231,6001,4611,4601,4001,2001,0008001,1431,0986004002000202020212022202319Description:TherevenueofDuPont'sCorporate&Othersegmenthasexperiencedadownwardtrendoverthelastthreeyears.In2023,thesegment'srevenueamountedtosome1.1billionU.S.dollars,representingadecreaseincomparisontothepreviousyear.?DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.

ReadmoreNote(s):Worldwide;2020to2023Source(s):DuPontNumberofmanufacturingsitesofDuPontworldwidein2023,byregionDuPont'snumberofmanufacturingsites2023,byregionNumberofsites020406080100120UnitedStates&CanadaAsiaPacific5132Europe,MiddleEast&AfricaLatinAmerica165Total10420Description:In2023,DuPonthad104manufacturingsitesworldwide,outofwhich51werelocatedintheUnitedStatesandCanada.Thiswastheregionwiththehighestnumberofmanufacturingfacilitiesofthecompany.?DuPont,withfullnameE.I.duPontdeNemoursandCompany,isaU.S.-basedchemicalcompany,andoneofthelargestcompaniesinthisindustryworldwide.ItisheadquarteredinWilmington,Delaware.ReadmoreNote(s):Worldwide;2023Source(s):DuPontCHAPTER

04Competitors2023rankingofthegloballeadingchemicalcompaniesbasedonrevenue(inbillionU.S.dollars)2023globallistofleadingchemicalcompaniesbasedonrevenueRevenueinbillionU.S.dollars30

40010205060708090100BASF,GermanyDow,U.S.94.8356.9LyondellBasellIndustries,U.S.LGChem,SouthKoreaNutrien,Canada50.4539.2737.87MitsubishiChemicalHoldings,JapanLinde,Ireland33.5533.3632.51AirLiquide,FranceUmicore,Belgium31.5231.52HengliPetrochemical,China22Description:TheGermanchemicalcompanyBASFwasrankednumberoneintherankingoftheworld'sleadingchemicalcompaniesbasedonrevenue,generatingarevenueofapproximately94.85billionU.S.dollarsin2022.Followthislinktogetaccesstothetop100chemicalcompanieslist.ReadmoreNote(s):Worldwide;2022and2023Source(s):ThomsonReuters;Varioussources(companydata)2023rankingofleadingUnitedStateschemicalcompaniesbasedonrevenue(inbillionU.S.dollars)2023leadingU.S.chemicalcompaniesbasedonrevenueRevenueinbillionU.S.dollars2001030405060DowLyondellBasellIndustriesMosaic53.4947.5418.8115.09WestlakeChemicalCorpEcolab14.49AirProductsandChemicalsInternationalFlavors&FragrancesUnivar13.1312.2411.2810.3310.28CFIndustriesHoldingsIncEastmanChemical23Description:Dow'srevenueamountedtoapproximately53.49billionU.S.dollarsin2023.ThusDowwasrankedastheleadingchemicalcompanyintheUnitedStatesbasedonrevenueasofJune2023.TherankingoftheleadingU.S.chemicalcompaniesbasedonrevenueincludesLyondellBasellIndustries,PPGIndustries,andDuPontfollowingDowtomakeupthefourleadingcompaniesinthislist.ReadmoreNote(s):UnitedStates;2023Source(s):ThomsonReuters;Varioussources(companydata)2023rankingoftheleadingglobalchemicalcompaniesbasedonnetincome(inbillionU.S.dollars)2023globallistoftopchemicalcompaniesbasedonnetincomeNetincomeinbillionU.S.dollars012345678Nutrien,CanadaShin-EtsuChemical,JapanLinde,Ireland6.855.064.49SociedadQuimicayMineradeChileSA,ChileAlbemarleCorp,U.S.3.863.68TianqiLithiumCorp,ChinaLyondellBasellIndustries,U.S.CFIndustriesHoldingsInc,U.S.AirLiquide,France3.373.043.022.95Dow,U.S.2.9Mosaic,U.S.2.84XinjiangDaqoNewEnergyCoLtd,ChinaAirProductsandChemicals,U.S.2.52.1624Description:ThechemicalcompanyNutirienwasthenumberoneleadingglobalchemicalcompanyina2022globalrankingbasedonnetincome,withanetincomeofapproximately6.85billionU.S.dollars.TheShin-EtsuChemicalCompany,headquarteredinJapan,wasrankedsecond,withanetincomeof5.06billionU.S.dollars.ReadmoreNote(s):Worldwide;2022to2023Source(s):ThomsonReuters;Varioussources(companydata)Brandvalueoftheleadingchemicalcompaniesworldwidein2023(inmillionU.S.dollars)Leadingchemicalcompaniesworldwidebasedonbrandvalue2023BrandvalueinmillionU.S.dollars01,0002,0003,0004,0005,0006,0007,0008,0009,000BASF8,360SabicLGChem4,7194,5264,2684,138DowLindeLyondellBasellRongshengPetrochemicalCorteva2,8382,5612,3052,2442,104Shin-EtsuNutrien25Description:BASFhadtheleadingbrandvalueofallchemicalcompaniesworldwidein2023,withabrandvalueofsome8.36billionU.S.dollars.Thatwasadecreaseof12millionU.S.dollarscomparedtoBASF'sbrandvaluein2022.

ReadmoreNote(s):Worldwide;asofMay2023Source(s):BrandFinanceResearchanddevelopment(R&D)spendingintheadvancedmaterialsandchemicalssectorworldwidefrom2020to2022,bycompany(inbillionU.S.dollars)R&Dspendinginadvancedmaterialsandchemicalsworldwide2020-2022,bycompanySpendinginbillionU.S.dollars2022*202120200123456786.9BayerAGDuPontBASF6.656.4254.534.053.42.952.642.22.05Dow1.782.22.11.933M26Description:Bayer'sresearchanddevelopment(R&D)spendingintheadvancedmaterialsandchemicalindustrywasforecastatroughly6.9billionU.S.dollarsin2022.ItwasfollowedbyDuPontandBASF,withanexpectedR&Dspendingworthfiveand3.4billionU.S.dollars,respectively.ReadmoreNote(s):Worldwide;2020to2022;*ForecastsReadmoreSource(s):R&DWORLD;Schonfeld&AssociatesCHAPTER

05DowDuPontRevenueofDowDuPontin2017and2018(inmillionU.S.dollars)DowDuPont'srevenue2017-2018100,00090,00080,00070,00060,00050,00040,00030,00020,00010,000085,97762,4842017*201828Description:In2018,DowDuPontpostedapproximately86billiondollarsofrevenue.ReadmoreNote(s):Worldwide;2017and2018;*TheyearendedDecember31,2017,reflectstheresultsofDowfortheentireyearandtheresultsofDuPontfortheperiodbeginningonandafterSeptember1,2017.

Thisstatisticisintendedtoprovide[...]

ReadmoreSource(s):DowDuPontDowDuPont'snetsalesin2018,bysegment(inmillionU.S.dollars)DowDuPont'snetsalesbysegment2018NetsalesinmillionU.S.dollars05,00010,00015,00020,00025,00024,09630,000Packaging&SpecialtyPlasticsIndustrialIntermediatesandInfrastructureAgriculture15,11614,301PerformanceMaterials&CoatingsNutrition&Biosciences9,5756,8015,6205,4534,720Transportation&AdvancedPolymersSafety&Const