Pushing ahead with climate protection and the move towards green energy

Transkript

1 Bosch Press Conference Bosch Office Sans fett 18pt Pushing ahead with climate protection and the move towards green energy Bosch Press Conference, March 12,

2 Bosch Press Conference Agenda Political and market conditions, Business development and outlook Uwe Glock, President, Bosch Use growth opportunities: Strong brands and new products Thomas Bauer, Member of the Board of Management, Bosch Questions 2

3 Bosch Press Conference 40% of global energy Energy worldwide consumption attributable to buildings, 30% to industry Energy requirements by sectors: Buildings: ~40 % Industry: ~30 % Transport: ~30 % Source: International Energy Agency,

4 Bosch Press Conference has the greatest leverage to reach the climate targets Three in four heating systems in Germany do not even utilise the flue heat. This alone could reduce carbon emissions by some 50 million tons per year The modernisation rate in Germany is below 1 percent, i.e. it will take over 100 years for all buildings in Germany to be modernised. Is Germany a pioneer in climate protection? The issue of tax depreciation of building modernisation should be addressed again after the elections, as it is the most effective measure to boost the modernisation rate. 4

5 Bosch Press Conference Market trends for heating and DHW AME EUR APA EUR million EUR million million EUR 2% 3% 5% 3% 3% 6% 5 Heizen Warmwasser

6 Bosch Press Conference Importance of energy sources and technologies 2000 Power Oil Gas Biomass Hydropower Wind power Oil heating systems Gas heating systems Gas grid Gas condensing Photovoltaics Electric heat pump Gas heat pump Shale gas Efficiency gains Fuel cell heating systems Power-togas

7 Bosch Press Conference Gas remains the No. 1 in European heating systems Energy prices [ cent/kwh] Europäische European Energy Energiepreise Prices DE UK,FR DE UK,FR Spark Spread Elektrizität Gas Europäische European Scenario Szenario- Analysis Analyse VAC + HP: Gas: CHP: Projektion andere Öl Nah/Fernwärme Biomasse Elektrizität (VAC + HP) Gas BHKW EU: Price gap between electricity and gas widens for end users Focus: Gas devices combined with renewables or in CHP solutions 7

8 Bosch Press Conference Key figures 2012 Sales revenues EUR 3.1 billion (thereof 14% renewable systems) thereof in Europe 90 % America 6 % Asia-Pacific-Africa 4 % R&D investments EUR 127 million Associates 13,700 thereof in Europe 95 % America 3 % Asia-Pacific-Africa 2 % 8

9 Bosch Press Conference Sales by regions in 2012 Asia (2%) America (6%) Eastern Europe (11%) Africa/Australia (2%) Deutschland Germany (+3,5 (34%)%) Western Europe w/o Germany (45%) 9

10 Bosch Press Conference Sales by segments in 2012 Others EUR 330 million Services EUR 83 million System components EUR 639 million Renewable EUR 429 million Commercial/Industrial EUR 157 million DHW 265 million Heating EUR 1,153 million 10

11 Bosch Press Conference Growth outside Europe USA Expand market position in waterbased heat pumps Russia/Engels Industrial boilers, wall-hung devices China Heat pumps and AC for industrial systems Oak acquisition Brazil Solar thermal Heliotek acquisition India Solar thermal Local production China Industrial boilers Wuhan Boilers acquisition China Production of wall-hung boilers for regional market 11

12 Bosch Press Conference 40 % des weltweiten Energieverbrauchs 20 30% entfallen reduction auf in Gebäude, the industrial sector s energy consumption possible through the use of the 30 % best auf die available technology. Industrie 12

13 Bosch Press Conference Large-scale plant portfolio Shell boilers Energy storage systems Ventilation and air-conditioning Water tube boilers CHP units Heat pumps ORC systems Large solar thermal systems Modular system components Regional market-specific product system portfolio 13

14 Bosch Press Conference Agenda Political and market conditions, Business development and outlook Uwe Glock, President, Bosch Use growth opportunities: Strong brands and new products Thomas Bauer, Member of the Board of Management, Bosch Questions 14

15 Bosch Press Conference Buderus: Best known heating technology brand 2012 Which heating system suppliers do you know? (open question) Source: EuPD Research 11/2012 Unaided brand awareness n = 1,000 Multiple responses allowed 15

16 Bosch Press Conference Buderus: Most innovative heating technology brand

17 Bosch Press Conference Buderus: 8 awards for innovation 2012 EMS plus WPLSH GB145 GBH172 17

18 Innovations at ISH 2013 Buderus Award winners Apps Solar and more Technologies for the future GWPS Logasol SKT 1.0 Logano plus GB145 Apps for corporate customers Logalux FS Loganova CHP unit EN 12 Logamatic EMSplus Wood stove app EasyStyle Wood burning inserts Logapower FC10 18

19 Bosch Press Conference Power-generating heating system with fuel cell Electricity costs cut by 25 to 40 percent Carbon emissions reduced by up to 50 percent High electrical efficiency of 45 percent 19

20 Bosch Press Conference Heating Smart Heating Smart Home Buderus Logano plus GB145: first directly IP-enabled oil boiler Control and function check from the living room / from the hotel Additional possibility to monitor oil consumption and fuel level of the oil tank 20

21 Innovations at ISH 2013 Junkers Apps Condensing and solar Technologies for the future Services Gas condensing boiler Cerapur-4 Hybrid heat pump system Supraeco SAS Hybrid Diagnostic and maintenance tool ServicePro Flat collectors FKT-2 multihome app Fresh water station TF CeraPower FC 5-year system warranty 21

22 Bosch Press Conference Large scale systems: Energy efficiency pushes investment Combination of CHP unit and 4-pass boiler system Condition Monitoring basic BCO boiler control System integration is the key to market success 22

23 Bosch Press Conference Building configurator powered by calculation engine developed by the Fraunhofer Institute Final customer captures key data of their home online The system develops an independent, crossdisciplinary proposal for home improvements from the heating system to the roof 23

24 Bosch Press Conference Agenda Political and market conditions, Business development and outlook Uwe Glock, President, Bosch Use growth opportunities: Strong brands and new products Thomas Bauer, Member of the Board of Management, Bosch Questions 24

25 Bosch Press Conference Bosch Office Sans fett 18pt Pushing ahead with climate protection and the move towards green energy 25 Bosch Press Conference, March 12, 2013