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重大突破!刚刚,利好消息传来
天天基金网· 2025-08-19 05:30
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].
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].