电子化学品Ⅱ：林德和法液空的发展和并购思路的一点启示

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投资要点：1.0 阶段：龙头企业均从气体液化技术起家，向一体化供应商转型海外气体巨头发展历史长达百年，期间经历多次并购整合，最终在全球范围内成为具有影响力的四家大型企业，这四大巨头分别是德国林德集团、法国液空集团、美国普莱克斯以及美国空气化学产品。其中林德和法液空位列行业前列，细数这两家发家与成长历程相似度较高。林德集团由卡尔林德于1879 年在德国创立，在1895 年发明了一项关于气体液化的专利...

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