化工行业新的机会探析英文版.pdfVIP

0 I EU enlargement new opportunities for the chemical industry Prof. Roland Berger Chairman, Roland Berger Strategy Consultants Noordwijk, October 4, 2004 1 I Contents A. The changing face of Europe B. Challenges and opportunities of enlargement for EU 15 C. Opportunities for EU 15 chemical players in CEE and CIS D. Conclusion 2 I A. The changing face of Europe 3 I 1.1 France, Germany, Italy and Benelux: Six wealthy core countries start economic integration process in 1957 EU 6 (1957)* % of US % of EU 25 GDP [USD bn] 6,494 59.0% 58.9% Population [m] 227 78.0% 50.0% GDP/capita [USD] 28,608 75.5% 118.0% * 2003 data Europes core countries had sluggish growth over the last ten years: Average growth 1.3% p.a. in Germany, 1.7% in France, 2.5% Netherlands 4 I 1.2 Denmark, Ireland and the United Kingdom: First acces- sion round after 16 years increases economic power EU 9 (1973)* % of US % of EU 25 GDP [USD bn] 8,655 78.8% 78.5% Population [m] 297 102.0% 65.0% GDP/capita [USD] 29,141 76.9% 120.2% * 2003 data As a result of EU integration, Irelands economic growth has bee