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重大突破!刚刚,利好消息传来
券商中国·2025-08-19 01:41

Core Viewpoint - The article highlights significant advancements in helium extraction technology in China, particularly through the development of a new low-temperature refining and de-neon device by Wanrui Cold Electric, which achieves a helium purity of 99.99997% (6N9 grade) [1][4][5]. Group 1: Helium Extraction Technology - Wanrui Cold Electric's newly developed device marks a major breakthrough in low-abundance natural gas helium extraction, achieving ultra-pure helium production [1][4]. - The device can continuously operate 24 hours a day, extracting 400,000 cubic meters of high-purity helium annually [4]. - The innovative extraction process combines four advanced techniques: hydrogen removal, membrane separation, pressure swing adsorption, and low-temperature refining [4][5]. Group 2: Helium Market Dynamics - Helium is referred to as "golden gas" due to its irreplaceable role in high-tech industries such as aerospace, nuclear reactors, semiconductors, and quantum computers [2][5]. - Recent geopolitical events, including a drone attack on Russia's Orenburg helium plant, which accounts for approximately 62.5% of Russia's helium production and 3% of global supply, may disrupt helium supply chains [2][8][9]. - The global helium resource is estimated at 51.9 billion cubic meters, with the U.S. holding 40% of this resource [9]. Group 3: Domestic Helium Resource Development - China's helium exploration has seen significant progress, with newly confirmed geological reserves of 4.07 billion cubic meters, indicating a shift towards self-sufficiency in helium production [5]. - The average helium abundance in Chinese natural gas fields is only 0.03%-0.05%, which is significantly lower than the international average of 1%-7% [4][5]. - The development of new extraction technologies is crucial for overcoming the challenges posed by the low helium abundance in domestic resources [4][5].