A股異動 | 國內“卡脖子”資源氦氣價格暴漲 相關概念股走強
格隆匯3月3日丨據證券時報,在全球半導體供應吃緊的背景下,短短1年內用於製造半導體的氦氣價格暴漲44%。而氦氣價格上漲,主要是因供不應求,2020年疫情爆發,影響氦氣相關生產設施稼動,連帶拉低產量。
分析認為,我國氦氣用量95%依賴於進口,且進口量逐年增加,價格也逐年上升,是一種極易被卡脖子的資源。隨着氦氣價格持續上漲,國內相關領域公司望受關注。
深冷股份具備氦氣提取與液化等成套裝備提供能力;金宏氣體主要產品之一為氦氣。金宏氣體和深冷股份現均漲逾4%


Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.