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The industrial gas and air separation equipment are huge, relying on energy to operate, Sugar baby is a new flower in the old tree and becoming a dynamic and soundless winner.
The energy of the HYD is positioned as a strategic new force by many countries. It will focus on the transformation of global dynamics and is also called “new oil”.
So, what are the world’s largest energy companies? In fact, in the ranking of the hydrogen energy companies, the top three hydrogen energy giants in the world are neither from the power sector nor from the power industry, but from the air division and industrial gas sectors. They are: Linde Group, French Liquide Air Group (simplified as “French Liquide”, Air Products), and american Air Products.
These three companies all come from the business of the industry, commonly known as “selling air”. They use deep cooling methods to separate the oxygen, nitrogen and gas in the air, obtain high-purity oxygen, nitrogen and gas, or reliqueate it, and obtain liquid oxygen, liquid nitrogen and gas, and then sell the products to steel, metallurgy, petroleum, chemical, electronics, medical and other industries.
It seems that this is a small market, not a person in the industry, and rarely hears the names of these companies. However, in this small market, there were several big-name stores, some with market value of over tens of billions, and some with market value of over tens of billions. Especially in recent years, under the guidance of zero goals, all countries are planning new dynamic transformation, and thermal energy is regarded as the cornerstone of dynamic transformation. These industrial gas companies should use professional advantages to lay out the layout in advance.The downstream production of energy industry chains and the midstream transportation and the increase in the cycle have been overflowing in recent years, and have been popular among investors. The market value has risen upward.
As of April 12, the Linde Group’s shares reached US$447.41, with a market value of US$215.462 billion, or about RMB16,000.
Falician’s stock price is 188 euros, with a market value of 98.688 billion euros, close to 800 billion RMB.
The share price of the air products company is US$231.53, with a market value of US$51.5 billion and approximately RMB372 billion.
The three giants combined have a market value of nearly 28,000 yuan. Especially Linde Group and FLY. In the past five years, due to the epidemic, many companies’ business performance and share prices have suffered heavy losses, but the share prices of these two companies have doubled, which is only second to the Internet’s huge low-profit enterprises.
In March this year, the market value of FLYC reached a maximum of 100 billion euros. The stock market value of only about 25 companies in Europe is so high. Morningstar’s financial market analyst wrote that the French company is destined to be “one of the important victims of the continuous growth of low-carbon and zero-carbon investment.”
2Pinay escortIn 023, Linde Group ranked 57th in the global company market value with a market value of US$175 billion. If calculated based on the closing market value of US$215.462 billion on April 12, Linde’s market value ranks 49th in the world, ranking among the top 50 strongest.
Hydrogen is a new market, demand is still uncertain, and the market has just started. Many companies that have entered the climate and energy market have been widely affected. Why can these industrial gas giants become hydrogen giants? How do they achieve their advantages?
It can be said that these 100-year-old stores are sought after by the market, half from the stable growth of its traditional industrial gas market, and half from catching the trend of dynamic transformation, occupying the leading opportunity for the development of energy.
The Linde Group was founded in 1879 and is headquartered in Germany, with a history of more than 140 years; the Falicine and Air Products Company was founded in 1902 and has a history of more than 120 years; the air products company is located in american, slightly younger. It was founded in 1940, but it has existed for more than 80 years.
Linde Company has experienced the Second Industrial Reaction, the Third Scientific Reaction, the First War, the Second War, etc., and can be said to be the pioneer of the global gas industry.
The business of these three companies is very different, and the basics include two blocks, one is the industrial atmosphere, and the product covers oxygen,Nitrogen, gas, rare gas, carbon oxides, helium, gas, electronic gas, special gas, etc.; the second is gas engineering: including designing and manufacturing industrial gas production equipment, such as olefin equipment, air separation equipment, gas and synthesis equipment, etc.
In general, the business of industrial gas is very cold, but these giants have stood firm in the century-old history, and their main business remains unchanged. They are also welcoming spring after spring, indicating that the industrial gas industry actually has a very good business form.
First of all, the basic surface of industrial gas demand is very stable, and its obscene demand is very broad. From traditional steel, chemical, power and other industries to high-tech chip manufacturing and medical industries, almost every industry demands, and is very large in market size.
Secondly, its business form is unique. Due to inconvenience in transportation, the company adopts two business forms, and long-tail customers transport through gas tanks, and major customers directly build air separation factories next to it. Because the stable supply of gas is very important, the technology is high, the wall pressure is high (the gas quality rate of the chip industry must be kept below one hundred billion), and the factory investment amount is also large (a project ranges from tens of thousands to several billion). Therefore, you can sign an exclusive agreement with your customer Sugar baby, and the sign is a long-term large contract of more than 15 years. This has led to the three major huge losses in the global industrial gas industry, including Linde, French Liquid Air and Air Chemical, and the gross profit rate is also very high, above 60%.
Precisely because of high gross profit, corporate price setting can be strong, so when economic downturns, profits can remain stable even if the investment falls. Sugar daddyIn 2023, three industrial gas companies were huge, and their total sales volume dropped, but their profits continued to grow.
Linder Group’s expenditure in 2023 was US$32.854 billion, a year-on-year drop of 1.5%. ButProfits achieved a year-on-year increase of 49.5%.
French liquid air expenditure in 2023 reached 27.608 billion euros, a year-on-year decrease of 7.8%. However, the annual profit reached 3.078 billion euros, up 11.6% year-on-year.
Air product company’s operating expenditure in the first quarter of the new financial year reached US$2.997 billion, a year-on-year decrease of 5.6%. The profit was US$621 billion, a year-on-year increase of 6.5%.
In addition to the stable development of the traditional industrial gas field, these industrial gas giants have begun to lay out the gas energy field very early on by relying on the deep-rolling of gas air separation technology, and have turned into “hyperenergy giants” in terms of hydrogen control and airflow. Global greenSugar baby color conversion brings new opportunities to them, especially in the areas of renewable gas and carbon capture and storage.
It is like Fali Liquid, which has more than 60 years of history of hydrogen production and application. It is the founding company and wheel chairman of the International Hydrogen Energy Committee. From the downstream hydrogen production and liquefaction, to the midstream storage, transportation, and then to the downstream filling, method… the liquid air has layout in important links of the total hydrogen energy industry. Today, the company has 50 large molded dry-molding devices (including liquids) around the world, a total production capacity of 14 billion square meters per year, 1,850 kilometers of dry-molding pipelines, 60 dry-molding stations (including 120 buildings included). The dry-molding business revenue was about 2 billion euros in the first year. It can be said that almost every corner of the global hydrogen energy market has the shadow of Dharma liquid hollow.
The strategic plan for the EscortEscort is to double the amount of air sales by 2035 to reach 6 billion euros. To achieve this goal, 8 billion euros will be invested in the natural value chain. The group hopes to realize a Manila escort3 GW green electrolysis capability by the end of this decade.
Linde Group has the world’s largest liquid production capacity and distribution system. In addition, the company operates nearly 200 pumping stations and 80 electromechanical factories around the world. The company’s business scope includes production, processing, storage and distribution, and continues to expand in the full range of industrial chain layout and the promotion of expansion of large-scale energy applications, such as thermal energy metallurgy. Today, the company is clearing its investment opportunities in the power sector to find about $50 billion.
Linder is also one of the few companies that have the ab TC:
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