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北京时间·🕒 发布 18:00:04时区推断·⟳ 抓取 18:29:45·⚡ 决策 07-27 18:31:12 +1m27s·92.0 天前
林德签署六项可再生电力采购协议，扩大EMEA与APAC低碳用电来源
林德（LIN.US）本次披露的是自身运营用电的可再生能源采购安排，核心是ESG与减排进展，不是新增订单、利润指引或产能约束变化。
📄 原文LIN↗ 原文
Linde Expands Renewable Energy Sourcing in its EMEA and APAC Regions
Woking, UK, July 27, 2026 – Linde (Nasdaq: LIN) has signed six new power purchase agreements (PPAs) to source renewable…
不做 林德（LIN.US）
可再生电力采购属于ESG/运营背景披露，未披露电价、成本节约、供应商上市主体或收入利润增量，无法形成短线正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 low · price-in 风险 low ↗
关键理由
- 林德（LIN.US）本次披露的是自身运营用电的可再生能源采购安排，核心是ESG与减排进展，不是新增订单、利润指引或产能约束变化。
- 六项PPA合计约0.63TWh/年，相对林德2025年340亿美元销售额和全球工业气体业务规模，短线收入或利润传导不清晰。
- 公告未披露电价、成本节约、供应商上市主体或对客户订单的直接增量，无法形成同向可执行交易。
主要风险
- 若后续公司披露PPA显著降低电力成本或绑定具体大型客户减碳订单，可重新评估，但本公告本身未给出该类量化增量。
原文全文
展开原文 · 2,749 字
Linde Expands Renewable Energy Sourcing in its EMEA and APAC Regions
Woking, UK, July 27, 2026 – Linde (Nasdaq: LIN) has signed six new power purchase agreements (PPAs) to source renewable electricity across Europe, Africa, and India.
The new agreements in Linde’s EMEA (Europe, Middle East & Africa) and APAC (Asia Pacific) regions support its goal to increase sourcing of low-carbon energy, primarily through active renewable power. Low-carbon power currently accounts for around 50% of Linde’s global electricity consumption, and Linde has increased its active renewable power purchasing by 2.7 times compared to its 2021 baseline, from 2.8 TWh to 7.6 TWh in 2025.
Under the new agreements, Linde will procure renewable power for its operations in Spain, Greece, South Africa and India. Together, the PPAs will supply approximately 0.63 TWh per year of renewable energy derived from newly developed wind and solar assets.
“By continuing to actively secure new sources of renewable power, we are accelerating progress toward our target to reduce absolute emissions 35% by 2035 and supporting our customers in reducing their own emissions,” said Erin Catapano, Vice President Sustainability, Linde.
In 2025, Linde helped its customers avoid 98 million metric tons of carbon dioxide equivalent, more than twice the greenhouse gases emitted in Linde’s global operations, reinforcing its role as a trusted partner in industrial decarbonization. The company’s sustainability strategy, reporting and performance have been recognized through its inclusion in leading benchmarks, including the Dow Jones Best-in-Class Indices, FTSE4Good Index Series and the S&P Sustainability Yearbook.
About Linde
Linde is a leading global industrial gases and engineering company with 2025 sales of $34 billion. We live our mission of making our world more productive every day by providing high-quality solutions, technologies and services which are making our customers more successful and helping to sustain, decarbonize and protect our planet.
Linde serves a variety of end markets such as chemicals & energy, food & beverage, electronics, healthcare, manufacturing, metals and mining. Linde’s industrial gases and technologies are used in countless applications, enabling space exploration and launch technologies, delivering ultra-high-purity and specialty gases for semiconductor manufacturing, providing life-saving medical oxygen and enabling clean hydrogen production and carbon capture to reduce greenhouse gas emissions. Linde also delivers state-of-the-art gas processing solutions to support customer growth, efficiency improvements and emissions reductions.
For more information about the company and its products and services, please visit www.linde.com
Woking, UK, July 27, 2026 – Linde (Nasdaq: LIN) has signed six new power purchase agreements (PPAs) to source renewable electricity across Europe, Africa, and India.
The new agreements in Linde’s EMEA (Europe, Middle East & Africa) and APAC (Asia Pacific) regions support its goal to increase sourcing of low-carbon energy, primarily through active renewable power. Low-carbon power currently accounts for around 50% of Linde’s global electricity consumption, and Linde has increased its active renewable power purchasing by 2.7 times compared to its 2021 baseline, from 2.8 TWh to 7.6 TWh in 2025.
Under the new agreements, Linde will procure renewable power for its operations in Spain, Greece, South Africa and India. Together, the PPAs will supply approximately 0.63 TWh per year of renewable energy derived from newly developed wind and solar assets.
“By continuing to actively secure new sources of renewable power, we are accelerating progress toward our target to reduce absolute emissions 35% by 2035 and supporting our customers in reducing their own emissions,” said Erin Catapano, Vice President Sustainability, Linde.
In 2025, Linde helped its customers avoid 98 million metric tons of carbon dioxide equivalent, more than twice the greenhouse gases emitted in Linde’s global operations, reinforcing its role as a trusted partner in industrial decarbonization. The company’s sustainability strategy, reporting and performance have been recognized through its inclusion in leading benchmarks, including the Dow Jones Best-in-Class Indices, FTSE4Good Index Series and the S&P Sustainability Yearbook.
About Linde
Linde is a leading global industrial gases and engineering company with 2025 sales of $34 billion. We live our mission of making our world more productive every day by providing high-quality solutions, technologies and services which are making our customers more successful and helping to sustain, decarbonize and protect our planet.
Linde serves a variety of end markets such as chemicals & energy, food & beverage, electronics, healthcare, manufacturing, metals and mining. Linde’s industrial gases and technologies are used in countless applications, enabling space exploration and launch technologies, delivering ultra-high-purity and specialty gases for semiconductor manufacturing, providing life-saving medical oxygen and enabling clean hydrogen production and carbon capture to reduce greenhouse gas emissions. Linde also delivers state-of-the-art gas processing solutions to support customer growth, efficiency improvements and emissions reductions.
For more information about the company and its products and services, please visit www.linde.com
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