Core Viewpoint - The company is expanding its operations in the industrial gas sector by launching significant projects that enhance its service offerings and market position in the high-purity nitrogen and helium gas markets [2] Group 1: Industrial Gas Projects - The company has officially launched a nitrogen supply and operation management service project for Shuneng Minerals, which began production in January 2024. This project provides 8000 Nm³/h of high-purity nitrogen gas to the Mabei lithium iron phosphate plant, focusing on high-end applications in the new energy materials sector [2] - The company has also completed the Inner Mongolia Yahui BOG helium extraction project, which started production in October 2023. This project is currently the largest-scale high-purity helium extraction project from LNG flash gas in China, filling a technological gap in the domestic market [2] Group 2: Market Applications - Helium extracted from the new facility is primarily used in various fields, including military, scientific research, petrochemicals, refrigeration, medical (MRI), semiconductors, pipeline leak detection, superconducting experiments, metal manufacturing, deep-sea diving, high-precision welding, and optoelectronic product production [2]

证券日报网讯1月30日，水发燃气（603318）在互动平台回答投资者提问时表示，公司将LNG生产过程 中产生的BOG中的排空的废气进行回收，产出纯度大于99.999%的高纯氦气。并通过定期拍卖的方式对 氦气进行销售，客户主要为特种气体贸易商。 ...

Core Viewpoint - Shudao Equipment (300540.SZ) is a national high-tech enterprise with core independent intellectual property rights, focusing on the R&D, manufacturing, and sales of LNG liquefaction equipment, liquid air separation equipment, and low-temperature storage and transportation equipment [2] Group 1: Business Overview - The company has leading domestic technical capabilities in key technologies such as hydrogen liquefaction, hydrogen storage and refueling, and helium extraction and liquefaction [2] - The LNG-BOG helium extraction device independently invested and constructed by the company can produce high-purity helium [2] - Although commercial production of liquid helium has not yet commenced, the company has mastered the core technology for helium liquefaction and possesses the capability for liquid helium preparation [2] Group 2: Market Strategy - Liquid helium, as a cryogenic coolant, can be used in controlled nuclear fusion devices [2] - The company expresses gratitude for investor suggestions and aims to enhance market promotion and technical docking in the high-end low-temperature equipment sector [2] - The company plans to actively participate in relevant scientific research and engineering project bidding to achieve business breakthroughs when conditions are ripe [2]

Core Viewpoint - The company, Shudao Equipment, is making significant strides in the specialty gas sector, leveraging core technologies such as cryogenic separation, purification, and liquefaction to focus on high-purity and high-value-added gas businesses [1] Group 1: Business Developments - The company has established a substantial presence in the specialty gas field, with ongoing projects in various locations [1] - In Inner Mongolia, the company has built an LNG-BOG helium production facility capable of producing high-purity helium, which is applicable in sectors like semiconductors, optical fibers, medical, and research [1] - A nitrogen production project associated with a lithium iron phosphate plant in Mabi is aimed at serving high-end applications in new energy materials [1] Group 2: Hydrogen and Technology Advancements - The company currently possesses the manufacturing capability for a 5 tons/day hydrogen liquefaction unit and is developing a large-scale liquefaction technology for 30 tons/day [1] - The comprehensive energy consumption of the hydrogen liquefaction technology has reached a leading level in the domestic market [1] Group 3: Business Model and Future Plans - The business model is driven by a dual approach of "equipment + operation," which involves providing core equipment while also participating in gas production and sales [1] - The company plans to actively expand into niche areas such as electronic specialty gases and rare gases, aligning with national strategic needs to continuously enhance its specialty gas industry layout [1]

（编辑 丛可心） 证券日报网讯 12月19日，水发燃气在互动平台回答投资者提问时表示，氦气作为关乎国家安全和经济 命脉的战略性资源，在包括军工、航空航天、高端装备制造等在内的关键领域中都发挥着不可替代的作 用。公司高度关注相关领域的应用需求与发展。目前，公司全资子公司鄂尔多斯水发可以生产纯度达 99.999%的高纯氦气，达到进入诸多科技应用领域的基础门槛。公司将持续关注产业链下游各领域的市 场需求，并积极提升产品品质，推动产品的市场应用。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司是否与中科院煤气所合作研发核聚变相关稀有气 体业务？目前进展如何？ （记者 王晓波） 水发燃气（603318.SH）12月19日在投资者互动平台表示，公司全资子公司鄂尔多斯水发具备供应高纯 氦气的能力，但截止目前我们尚与核聚变研究建立直接的、官方的业务关系。 ...

Group 1: Investment and Economic Development - Ningxia Yanqi County is focusing on attracting investment to promote high-quality economic development [1][3] - The Ningxia Helium Energy Technology Co., Ltd. is advancing its first phase project, which includes a daily production capacity of 200,000 cubic meters of liquefied natural gas and 600,000 cubic meters of high-purity helium gas annually [1] - The project is expected to generate an annual revenue of 1.8 billion yuan and tax revenue of 250 million yuan, creating over 300 jobs [1] Group 2: Renewable Energy Projects - The Ningguo Yun Salt Pool Gao Sha Wo Wind and Solar Project has a total planned capacity of 1.2 million kilowatts, with 920,000 kilowatts from photovoltaic and 280,000 kilowatts from wind power [2] - The wind power component began construction in July and is expected to be connected to the grid by the end of December [2] - The completed project will provide 2.25 billion kilowatt-hours of clean electricity annually, equivalent to saving 678,000 tons of standard coal and reducing carbon dioxide emissions by 1.872 million tons [2] Group 3: Industrial Development Strategy - Yanqi County is focusing on ten key industries, including modern chemicals and clean energy, and has planned 36 industrial projects for investment attraction [3] - A total of 25 investment projects have been implemented, with actual funds amounting to 4.016 billion yuan [3] - The county aims to deepen industrial chain investment and attract more enterprises through promotional activities [3]

Core Insights - Anhui Wanrui Cold Electric Technology Co., Ltd. has developed a low-temperature refining and neon removal device that achieved helium purity of 99.99997% (6N9 grade) at a natural gas helium extraction project site in Yan'an, Shaanxi [1] - This device is the first of its kind in China to extract ultra-pure helium from natural gas, marking a significant breakthrough in the low-abundance natural gas helium extraction field [1] - Helium is a non-renewable strategic resource essential in various fields such as large scientific installations, advanced medical applications, and aerospace, often referred to as the "blood of industry" [1] Technology and Process - The research team has pioneered a new "combined method" helium extraction process that integrates four stages: hydrogen removal, membrane separation, pressure swing adsorption, and low-temperature refining [1] - The process begins with catalytic hydrogen removal to enrich helium, followed by membrane separation and pressure swing adsorption to eliminate nitrogen, methane, and other impurities, and concludes with a 30K deep low-temperature refining process to remove neon impurities [1] Operational Capacity - The device can operate continuously for 24 hours without downtime, with an annual extraction capacity of 400,000 cubic meters of high-purity helium [2]