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1、CREATING TOMORROWS SOLUTIONS Wacker Chemie Investor Relations PVSEC Valencia 2010 September 2010 SUPPLYING A GROWING INDUSTRY Supplying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 1 DISCLAIMER The information contained in this presentation is for background purpose
2、s only and is subject to amendment, revision and updating. Certain statements contained in this presentation may be statements of future expectations and other forward-looking statements that are based on managements current views and assumptions and involve known and unknown risks and uncertainties
3、. In addition to statements which are forward-looking by reason of context, including without limitation, statements referring to risk limitations, operational profitability, financial strength, performance targets, profitable growth opportunities, and risk adequate pricing, as well as the words may
4、, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, or continue, potential, future, or further, and similar expressions identify forward-looking statements. By their nature, forward-looking statements involve a number of risks, uncertainties and assumptions which cou
5、ld cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. These include, among other factors, changing business or other market conditions and the prospects for growth anticipated by the Companys management. These and other factors coul
6、d adversely affect the outcome and financial effects of the plans and events described herein. Statements contained in this presentation regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future. The Company does not undert
7、ake any obligation to update or revise any statements contained in this presentation, whether as a result of new information, future events or otherwise. In particular, you should not place undue reliance on forward-looking statements, which speak only as of the date of this presentation. Supplying
8、a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 2 CONTENTS Overview WACKER CHEMIE AG Introduction to WACKER POLYSILICON Demand Situation and Competitive Status of PV Supply / Demand Balance Summary / Outlook 2010 Supplying a Growing Industry Wacker Chemie Investor Rela
9、tions PVSEC Valencia 2010, slide 3 WACKER: HIGHLY INTEGRATED OPERATIONS BASED ON THREE KEY RAW MATERIALS Raw Material Construction Automotive Suppliers Paints and Coatings Textiles Print and Paper, Personal Care Construction (Tile Adhesives. Dry Mortars. EIFS) Food, Life Sciences, Household Solar Mo
10、dules Hyperpure Silicon Wafers Semiconductors Automotive, Food UpstreamDownstreamCustomers Industries Solar Ingots Silicon Metal Siloxane Pyrogenic Silica Silicones Electronic Wafers PVAcVAM Dispersible Polymer Powders Eng. Fabrics, Coatings. Adhesives Ethylene VAM = Vinyl acetate monomer. VAE = Vin
11、yl acetate ethylene, PVAc = Polyvinyl acetate, EIFS = Exterior insulation and finish system Starch/Dextrose Microbial Fermentation Therapeutic Proteines Food ingredients VAE Polysilicon Supplying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 4 3,337 3,781 4,298 3,719
12、 4,500 20062007200820092010e 786 1,002 1,055 607 1,125 20062007200820092010e 1,055 Q2 2010: GUIDANCE UPDATE FOLLOWING A STRONG QUARTER Sales m EBITDA m Guidance 2010 Guidance Range 2010 Guidance 2010: EBITDA better than 2008. H2 could reach H1 EBITDA Assumptions: - Stable macroeconomic environment -
13、 FX rates to remain at current levels Supplying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 5 CONTENTS Overview of WACKER CHEMIE AG Introduction to WACKER POLYSILICON Demand Situation and Competitive Status of PV Supply / Demand Balance Summary / Outlook 2010 Suppl
14、ying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 6 WACKER POLYSILICON FINANCIAL PERFORMANCE Ongoing strong sales development Ongoing aggressive capacity expansion Received advanced payments support favorable cash position Sales m EBITDA Margin 1,121 645 828 457 326
15、 2006200720082009H1 2010 36% 40% 51% 46% 52% 2006200720082009H1 2010 +35% +40% +81% Supplying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 7 BROADEST PRODUCT PORTFOLIO POLYSILICON SOLUTIONS FOR ALL SILICON GROWTH TECHNOLOGIES Chunks Rods Granules Topping up, Multipl
16、e pulling, String ribbon, EMC FZ pulling, CZ pulling CZ pulling, Casting Supplying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 8 BROAD CUSTOMER STRUCTURE WITH FOCUS ON GROWTH REGIONS Volumes shipped by Customer and Region (2010e) 50% 10% 40% EUROPE ASIA AMERICA 60% 20% 20% Customers 1 - 10 Customers 11 - 20 Others Supplying a Growing Industry Wacker Chemie Investor Relations PVSEC Valencia 2010, slide 9 Development of namep
