俄罗斯奥伦堡氦气厂或遇袭，建议关注氦气相关企业 | 投研报告

Group 1 - Ukraine's drone attack on the Orenburg helium plant in Russia is significant as helium is essential for defense, military, and aerospace industries [1][2] - The Orenburg helium plant accounts for approximately 62.5% of Russia's helium production, with an annual production capacity of 5 million cubic meters [4] - Russia is the fourth largest helium resource holder globally, with 6.8 billion cubic meters of helium reserves, contributing to 5% of the world's helium production in 2023 [3] Group 2 - In 2023, China has a helium import dependency of 87.6%, with 7.7% of its helium imports coming from Russia, amounting to 1.78 million cubic meters [5] - The helium supply chain may face disruptions due to the attack, prompting attention towards domestic helium-related companies [6] - Companies like Guanggang Gas and Jinhong Gas are positioned to benefit from the helium supply situation, with Guanggang Gas projected to account for 13.4% of national helium imports in 2024 [6][7]