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BASF’s €9B Zhanjiang plant represents a strategic pivot to Asia, but intense domestic competition and weak global demand delay a full turnaround until late 2026.

Impact: Prolonged restructuring and dividend reductions indicate balance sheet preservation over growth, limiting near-term capital appreciation potential.

— from Navigating Market Volatility: BASF, 3i Group & Unilever Analysis · Aktien fürs Leben· Apr 01, 2026