电子气体竞争格局 在全球电 子 气体市场中 ， 欧美日企 业 占据主导地位 。 点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 (建议点击图片放大，如需报告全文或excel表参考文末) 一、欧美电子气体主要企业 全球电子气体市场份额占比（按销售额） | | | 欧美电子气体主要企业 | | --- | --- | --- | | 陸号 | 企业名称 | 主要业务情况 | | 1 | 德国 / 爱尔兰林德集团 | 2018 年与普莱克斯合并成为全球工业气体龙头,涵盖化工与能源、医疗健康、制 | | | | 造业、金属与开采、食品饮料、电子等六大业务条线，提供氧气、氮气、氩气、 | | | (Linde) | 氢气、二氧化碳等基础工业气体以及覆盖半导体全产业链的高纯电子气体，2024 | | | | 财年营收 330 亿美元、气体业务营收占比 90% 以上，电子行业营收占比 9%、 | | | | 约为 30亿美元,中国大陆有多个基地。 | | 2 | 法国液化空气 (Air | 涵盖大工业（冶金、石化及能源）、通用工业（汽车、食品、建筑、玻璃、金属 | ...

Group 1 - The article discusses the author's focus on uncovering high-yield investment opportunities for individual investors, emphasizing the importance of breaking down complex concepts into actionable insights [1] - The author has a background in professional prop trading, which informs their approach to investment analysis [1] Group 2 - The article includes a disclosure stating that the author has a beneficial long position in the shares of LIN, indicating a personal investment interest [2] - It clarifies that the article reflects the author's own opinions and is not influenced by compensation from any company mentioned [2] Group 3 - The article contains a general disclaimer about past performance not guaranteeing future results and states that no specific investment advice is being provided [3] - It notes that the views expressed may not represent those of Seeking Alpha as a whole, highlighting the independent nature of the authors [3]

Group 1 - Shareholders of Worldline approved a two-stage capital increase of approximately 500 million euros ($584 million) [1]

Core Insights - Linde plc (NASDAQ:LIN) is recognized as one of the top hydrogen and fuel cell stocks to invest in for 2026, with BMO Capital maintaining an Outperform rating and a price target of $501, citing strong growth potential [1] - Mizuho also reaffirmed an Outperform rating with a price target of $495, indicating a projected combined trendline EPS growth of 8-12%, driven by price and productivity enhancements as well as capital allocation measures [3] Company Overview - Linde plc is a global leader in industrial gases and engineering, operating the largest liquid hydrogen capacity and distribution system worldwide, with key products including green hydrogen, hydrogen refueling solutions, and innovative hydrogen storage and transportation technology [4] Financial Performance - Linde's recent business review suggests the company can sustain or exceed its EPS growth target of over 10%, with significant price and productivity benefits highlighted during discussions on AI [2] - The company's backlog has remained steady, with expectations for growth by the end of 2026 [3]

Linde (NASDAQ:LIN) is currently trading in Phase 9 of its 18-phase Adhishthana cycle on the weekly charts, and the setup suggests that risks may be starting to build beneath the surface. When viewed through the Adhishthana framework, the stock's recent behavior points toward rising downside pressure, making hedging an increasingly important consideration.Let's break down Linde's structure and understand what may lie ahead.Linde and Its Cakra FormationUnder the Adhishthana Principles, stocks typically form a ...

Core Insights - The article compares Quaker Chemical (KWR) and Linde (LIN) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - Quaker Chemical has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Linde has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting that KWR has an improving earnings outlook [3] Group 2: Valuation Metrics - KWR has a forward P/E ratio of 19.57, compared to LIN's forward P/E of 26.08, indicating KWR may be undervalued [5] - KWR's PEG ratio is 1.56, while LIN's PEG ratio is significantly higher at 3.29, suggesting KWR offers better value relative to its expected EPS growth [5] - KWR's P/B ratio is 1.76, whereas LIN's P/B ratio is 4.99, further supporting KWR's valuation advantage [6] Group 3: Value Grades - KWR has a Value grade of A, while LIN has a Value grade of D, indicating that KWR is perceived as a better investment option for value investors [6]

Linde plc (NASDAQ:LIN) is one of the best hydrogen stocks to buy right now. On December 12, UBS reaffirmed a Buy rating on Linde plc (NASDAQ:LIN) and maintained a price target of $500. UBS based its decision on Linde’s Q3 2025 earnings and its outlook. The firm said it expects Linde’s EPS to grow over 10% in the coming year based on 4-6% growth from management actions and another 4-6% from capital allocation. This calculation excludes any benefits from macro growth. UBS Reaffirms Buy on Linde (LIN) at $50 ...

​Linde plc (NASDAQ:LIN) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 17, BMO Capital reiterated a Buy rating on the stock with a price target of $501. Earlier on December 12, Kenneth Lee from RBC Capital also reiterated a Buy rating on the stock, but lowered the price target from $540 to $490. ​Analysts at BMO Capital noted that their bullish sentiment is based on Linde plc’s (NASDAQ:LIN) recent business review, which finds that the company has the potential to maintain a ...

Linde plc (NASDAQ:LIN) is one of the stocks Jim Cramer recently discussed. During the episode, Cramer highlighted the stock’s pull-back and remarked: “The last few months have been brutal for the stock of Linde, the industrial gas distributor that we own for the Charitable Trust. Here’s a stock that pulled back 20% from its highs in August to its lows last week. It’s a brutal move, but it’s… been a pretty consistent name. While Linde is somewhat cyclical, given the nature of its industrial clients, this c ...

Core Insights - Linde plc (NASDAQ:LIN) is facing challenges due to a weak European economy, with a reported 3% decline in sales volumes in its Europe, Middle East, and Africa business during the fiscal third quarter [2] - The company has guided its fourth quarter earnings per share to be between $4.10 and $4.20, which is below the $4.23 estimated by LSEG analysts [2] - UBS has maintained a Buy rating for Linde and set a price target of $500, while CICC has initiated coverage with a higher target of $510 and an Outperform rating [3] Company Performance - Linde's recent earnings report on October 31 indicated struggles in the European market, impacting overall sales [2] - The company is projected to accelerate its earnings per share growth from 6% in 2025 to 9% to 10% in 2026 according to UBS [3] Market Context - Jim Cramer highlighted the lack of industrial reshoring in the US as a concern for Linde, noting that industrial gas companies typically benefit from such trends [4] - Cramer expressed skepticism about the current state of reshoring, indicating that Linde has not seen the expected benefits from this economic shift [4]