重大突破！刚刚，利好消息传来

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-nitrogenization device by Wanrui Cold Electric, achieving a helium purity of 99.99997% (6N9 level) [4][5]. Group 1: Technological Breakthroughs - Wanrui Cold Electric's new device marks a major breakthrough in extracting high-purity helium from low-abundance natural gas, addressing the challenge of China's average helium abundance of only 0.03%-0.05% [4][5]. - The innovative "combined law" helium extraction process integrates four advanced techniques: dehydrogenation, membrane separation, pressure swing adsorption, and low-temperature refining, enabling continuous operation and an annual extraction capacity of 400,000 cubic meters of high-purity helium [4][5]. Group 2: Market Implications - The recent drone attack on the Orenburg helium plant in Russia, which accounts for approximately 62.5% of Russia's helium production and 3% of global supply, raises concerns about potential disruptions in helium supply [7][8]. - The global helium production in 2023 is estimated at 168 million cubic meters, with the U.S. and Qatar being the largest producers, highlighting the strategic importance of helium in various high-tech industries [8]. Group 3: Strategic Importance of Helium - Helium is deemed a strategic resource due to its unique properties and applications in aerospace, nuclear reactors, semiconductors, and quantum computing, often referred to as "golden gas" [4][5]. - China's recent geological surveys have revealed an additional 4.07 billion cubic meters of helium reserves, indicating a significant increase in domestic helium resources and reducing reliance on imports [5].