Group 1 - Over 30% of the world's helium supply comes from Qatar, and the shutdown of production facilities has led to a global supply gap, forcing overseas semiconductor manufacturers to seek high-priced alternatives. A domestic company has the capability to supply semiconductor-grade helium on a large scale [1] - China's reliance on Russian helium is expected to increase from 44%, with two helium suppliers possessing mature import channels and distribution networks from Russia [1] - Geopolitical conflicts in the Middle East have resulted in a 10% loss of global aluminum production capacity, driving aluminum prices to continue rising, benefiting several domestic companies significantly [1]