传雪佛龙有意收购Phillips 66在化学合资企业中的股份

智通财经2025-02-27

智通财经获悉，据知情人士透露，雪佛龙(CVX.US)有意收购Phillips 66(PSX.US)在一家化学品合资企业中的股份，激进股东Elliott投资管理公司正敦促这家炼油厂退出该合资企业。上述知情人士说，雪佛龙正寻求以合适的价格增加在石化产品领域的敞口，如果Phillips 66对其开放，合资公司Chevron Phillips Chemical Co.可能会成为收购目标。监管文件显示，...

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href=http://www.zhitongcaijing.com/content/detail/1255057.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉，据知情人士透露，雪佛龙(CVX.US)有意收购Phillips 66(PSX.US)在一家化学品合资企业中的股份，激进股东Elliott投资管理公司正敦促这家炼油厂退出该合资企业。上述知情人士说，雪佛龙正寻求以合适的价格增加在石化产品领域的敞口，如果Phillips 66对其开放，合资公司Chevron Phillips Chemical Co.可能会成为收购目标。监管文件显示，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1255057.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237438978.USD","symbol_name":"Amundi Funds US Pioneer A2 (C) 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66对彼此的股权都有优先购买权。这意味着如果他们想出售，他们必须首先向另一个合作伙伴提出交易。知情人士补充称，雪佛龙有意买断所持股份已有一段时间。目前还没有进行任何谈判，也不清楚Phillips 66是否愿意出售这些股份，也不清楚这些股份的价值是多少。对冲基金Elliott本月早些时候公布了对Phillips 66股权的调整计划。Elliott在其提交的材料中表示，这些股权的潜在出售价值约为150亿美元。但这一估值可能会有很大差异，这取决于化工行业利润率的前景，目前该行业利润率接近多年低点。Elliott指定Phillips 66出售其持有的CPChem 50%的股份，以使其专注于其核心的燃料制造业务。Elliott本月在名为“Streamline66”的投资者报告中表示：“这项业务可能会吸引现有合资伙伴或其他买家的浓厚兴趣。”雪佛龙首席执行官Mike Wirth在2月5日接受采访时强调，由于全球越来越多的人进入中产阶级，以及飞机和汽车对节能、轻质塑料的更大需求，化学品的需求增长“非常强劲”。他表示：“对石化产品的需求将会很强劲。这是我们感兴趣的另一个领域。”2000年，雪佛龙和Phillips 66合并了两家中型化工公司，成立了合资企业CPChem。根据行业咨询和数据提供商ICIS的数据，在中东和美国墨西哥湾沿岸建造了利润丰厚的工厂后，该公司在2023年成长为按收入计算的全球第32大化工公司。CPChem还有几个增长项目，包括位于德克萨斯州奥兰治的85亿美元聚合物设施，以及位于卡塔尔的60亿美元综合设施。这两家工厂都将使用低成本的乙烷作为原料，与欧洲和亚洲使用更昂贵的石脑油的工厂相比，它们具有竞争优势。当被问及未来的收购计划时，Wirth告诉媒体，他的重点是在今年晚些时候完成对赫斯公司价值530亿美元的收购。他说：“我们今天的位置很好，所以我们不需要做任何事情。我们今天只会做一些真正适合我们公司的事情，如果价格合适，并且能为股东创造价值。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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