Kushanda kwemari yekushanda kwemakambani makuru matatu epasi rose egasi akavhenganiswa muchikamu chechipiri che2023. Kune rumwe rutivi, maindasitiri akadai sehutano hwepamba uye zvemagetsi muEurope neUnited States akaramba achipisa, nehuwandu uye mutengo unowedzera kutyaira gore- pa-gore kuwedzera mupurofiti kune imwe neimwe kambani; kune rumwe rutivi, kushanda kwedzimwe nzvimbo kwakagadziriswa nekushaya simba kwekuda kubva kumaindasitiri makuru, uye kutapurirana kusingafadzi kwemari uye rutivi rwemutengo weequation.
1. Kuitwa kwemari kwakasiyana pakati pemakambani
Tafura 1 Mari yekuwana uye huwandu hwemhindu kumakambani makuru matatu epasi rose egasi muchikamu chechipiri | ||||
Zita rekambani | mapato | gore negore | bhizimusi purofiti | gore negore |
Linde ($ bhiriyoni) | 82.04 | -3% | 22.86 | 15% |
Air Liquide (bhiriyoni euros) | 68.06 | - | - | - |
Zvigadzirwa zveMhepo (mabhiriyoni emadhora) | 30.34 | -5% | 6.44 | 2.68% |
Ongorora: Zvigadzirwa zveMhepo ndeyechitatu mari yekota data (2023.4.1-2023.6.30) |
Mari yaLinde yechipiri yekota yekushandisa yaive $8,204 miriyoni, pasi ne3% gore-pagore.Kushanda purofiti (yakagadziridzwa) yakawana $2,286 miriyoni, kuwedzera kwe15% gore negore, kunyanya nekuda kwekuwedzera kwemitengo uye kubatana kwezvikamu zvese. Kunyanya, kutengesa kweAsia Pacific mukota yekutanga yaive $1,683 miriyoni, kumusoro 2% gore-pamusoro-gore, kunyanya mumagetsi, makemikari uye magetsi ekupedzisira misika.Mari yese yeFrench Liquid Air 2023 yakasvika € 6,806 miriyoni mukota yechipiri uye yakaunganidzwa kusvika € 13,980 miriyoni muhafu yekutanga yegore, kuwedzera kwe4.9% gore-pa-gore.Kunyanya, Magasi & Masevhisi akaona kukura kwemari mumatunhu ese, neEurope neUnited States dzichiita zvine mwero, zvichitungamirwa nebudiriro mumaindasitiri nevehutano. Mari yeGasi neSevhisi yakasvika EUR 6,513 miriyoni mukota yechipiri uye EUR 13,405 miriyoni yakawedzera muhafu yekutanga yegore, inoverengera inosvika makumi mapfumbamwe neshanu muzana emari yakazara, kusvika 5.3% gore negore.Air Chemical yechitatu-kota yemari 2022 kutengesa kwakasvika madhora 3.034 bhiriyoni, pasi zvakatenderedza 5% gore-pa-gore.Kunyanya, mitengo uye mavhoriyamu akasimuka ne4% uye 3%, zvichiteerana, asi panguva imwecheteyo mari padivi resimba yakadzikira ne11%, pamwe nedivi remari zvakare raive nemhedzisiro isingafadzi ye1%. Chechitatu chikamu chekushandisa purofiti yakawana madhora mazana matanhatu nemakumi mana nemana emamiriyoni, kuwedzera kwe2.68% gore-pagore.
2. Mari inowanikwa ne submarkets yakasanganiswa gore negore Linde: mari yeAmerica yaive $3.541 bhiriyoni, ichikwira 1% gore negore,inotungamirwa nevehutano uye maindasitiri ezvekudya;Europe, Middle East uye Africa (EMEA) mari yaive $2.160 bhiriyoni, kumusoro 1% gore-pa-gore, inotungamirirwa nekuwedzera kwemutengo. support; Mari yeAsia Pacific yaive $1,683 miriyoni, yakakwira 2% gore-pamusoro-gore, ine mwero kudiwa kubva kumisika yekupedzisira semagetsi, makemikari uye simba.FALCON:Kubva pamaonero emari yedunhu gasi rebasa, mari yehafu yekutanga muAmerica yakasvika EUR5,159 miriyoni, zvichikwira 6.7% gore negore, nekutengesa kwemaindasitiri kwakakwira 10% gore negore, kunyanya nekuda mutengo unowedzera; indasitiri yezvehutano yakakura 13.5%, zvichiri nekuda kwekuwedzera kwemitengo muUS Medical indasitiri gasi uye kuvandudzwa kwehutano hwepamba uye mamwe mabhizinesi muCanada neLatin America; uyezve, kutengesa muhombe-yepamusoro Industrial sales yakaderera 3.9% uye Electronics yakaramba 5.8%, kunyanya nekuda kwekushaya simba kudiwa. Mari yekutanga muEurope yakasvika ku4,975 miriyoni, yakakwira 4.8% gore negore. Kutungamirirwa nekuvandudzwa kwakasimba sehutano hwehutano hwepamba, kutengesa kwehutano kwakawedzera ne5.7%; kutengeswa kwemaindasitiri kwakawedzera ne18.1%, kunyanya nekuda kwekuwedzera kwemitengo; inosundwa nebudiriro muchikamu chehutano hwepamba uye kuwedzera-inokonzerwa nekuwedzera kwemutengo wegasi rekurapa, kutengesa kweindasitiri yehutano kwakawedzera ne5.8% gore negore. Asia-Pacific dunhu muhafu yekutanga yemari ye2,763 miriyoni euros, kumusoro 3.8%, nzvimbo huru dzeindasitiri dzekushaiwa kusimba; general maindasitiri nzvimbo dzekuita kwakanaka, kunyanya nekuda kwekuwedzera kwemitengo mukota yechipiri uye kuwedzera kwekutengesa mumusika weChina; mari yeindasitiri yemagetsi yakawedzera zvishoma nezvishoma muchikamu chechipiri che4.3% gore-pagore kukura.Mari yekutanga-hafu muMiddle East neAfrica nharaunda yaive €508 miriyoni, yakakwira 5.8% gore-pagore,nekutengesa gasi kuEgypt neSouth Africa kuri kuita zviri pakati nepakati.Airchemicals:Panyaya yemari yebasa regesi nenzvimbo,maAmerica akawana mari yekushandisa inosvika US$375 miriyoni muchikamu chechitatu chemari, ichikwira ne25% gore negore.Izvi zvainyanya kukonzerwa nemitengo yakakwira uye yakawedzera kutengesa mavhoriyamu, asi panguva imwechete iyo mutengo wedivi zvakare waive nemhedzisiro yakaipa.Mari inowanikwa muAsia yaive $241 miriyoni, kuwedzera kwe14% gore negore, nehuwandu uye mutengo unowedzera gore negore, nepo rutivi rwemari uye kuwedzera kwemari kwaiva nemigumisiro isina kunaka.Revenue muEurope yaive $176 miriyoni, kumusoro 28% gore-pagore,nekuwedzera kwemitengo ye6% uye kuwedzera kwevhoriyamu ye1%, zvishoma kuderedzwa nekuwedzera kwemutengo. Pamusoro pezvo, mari yeMiddle East neIndia yaive 96 miriyoni, yakakwira 42% gore-pamusoro-gore, ichitungamirwa nekupedzwa kwechikamu chechipiri chechirongwa cheJazan.
3. Makambani ane chivimbo chegore rose muhoro kukura Linde akatiinotarisira EPS yakagadziridzwa yekota yechitatu kuti ive pakati pemadhora 3.48 kusvika kumadhora 3.58, ichikwira 12% kusvika 15% panguva imwe cheteyo gore rapfuura, tichifunga nezvekuti mari yekuchinjana kukura kwe2% gore-pamusoro-gore uye flat sequentially. 12% kusvika 15%.French Liquid Air akadaroboka rine chivimbo chekuenderera mberi nekuvandudza maringe ekushanda uye kuwana inodzokororwa yekukura kwemari pamitengo yekuchinjana nguva dzose muna 2023.Air Products akadarokutungamira kwayo kwegore rose kwakagadziridzwa EPS yezvemari 2023 ichavandudza kusvika pakati pemadhora gumi nerimwe nemakumi mana nemakumi mashanu nemakumi mashanu, kuwedzera kwe11% kusvika 12% pamusoro peEPS yakagadziridzwa gore rapfuura, uye mari yayo yechina-kota 2023 yakagadziridzwa EPS kutungamira ichave pakati pemadhora mazana matatu nemakumi matatu nemakumi matatu nemadhora kuwedzera kwe7% kusvika 10% pamusoro pechina-kota yemari 2022 yakagadziridzwa EPS.
Nguva yekutumira: Aug-17-2023