工业气体周度跟踪：氧氮氩价格涨势良好，气体厂商有望充分受益

Investment Rating - The report assigns an "Accumulate" rating for the industrial gas sector [3] Core Viewpoints - The prices of bulk gases such as oxygen, nitrogen, and argon have risen for four consecutive weeks, indicating a positive trend that gas manufacturers are expected to benefit from [3][4] - Rare gases like neon, krypton, xenon, and helium have remained stable on a weekly basis [4] Summary by Relevant Sections Bulk Gases - As of November 2, 2024, the average prices for bulk gases are as follows: - Liquid oxygen: 425.9 RMB/ton, with a weekly increase of 4.3% and a monthly increase of 17.6% [4][7] - Liquid nitrogen: 446.2 RMB/ton, with a weekly increase of 2.9% and a monthly increase of 10.3% [4][7] - Liquid argon: 660.5 RMB/ton, with a weekly increase of 2.9% and a monthly increase of 13.7% [4][7] Rare Gases - As of November 2, 2024, the average prices for rare gases are as follows: - Neon: 115 RMB/m³, stable on a weekly basis, with a monthly decrease of 4.2% [4][7] - Krypton: 330 RMB/m³, stable on a weekly basis, with no monthly change [4][7] - Xenon: 29,500 RMB/m³, stable on a weekly basis, with a monthly decrease of 3.3% [4][7] - Helium (40L bottle): 633.5 RMB/bottle, stable on a weekly basis, with a monthly decrease of 0.6% [4][7] Market Outlook - The report anticipates that the prices of bulk gases will continue to recover, while rare gas prices are expected to remain relatively stable. The recovery in demand from downstream industries, particularly in steel production, is expected to support this trend [4][6]