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所属报告:
金宏气体-公司研究报告-民营气体龙头横纵向发展渠道优势显著未来可期-230424(41页).pdf
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回顾林德气体发展历程,气体公司可通过收购来快速切入新品类和新地区,并且气体龙头间整合并购后集中度大幅提升。1995 至今,林德持续收购小型专精气体公司和区域气体公司进行业务扩张,收购了包括 Liquid Carbonic、Lincare、AGA、Spectra Gases、液化空气韩国和 HPS 等,拓展了二氧化碳、医疗保健气体和电子气体等品种,并且进入了南美、北欧、东南亚和韩国等市场。此外,林德还对气体龙头整合并购。林德于 2006 年收购行业第二的 BOC 后市占率达到 21%成为行业第一。2016 年法国液化空气收购行业第五的 airgas 反超林德,而林德于2018 年收购行业第四的普莱克斯再次成为行业第一,2020 年林德气体市占率达32%。全球气体行业呈现林德、法国液化空气、空气化工产品公司的三足鼎立格局,2020 年三家市占率达 75%。
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金宏气体-公司研究报告-民营气体龙头横纵向发展渠道优势显著未来可期-230424(41页).pdf
中国部分电子特气公司情况
林德气体发展历程
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