China imposes temporary export ban on helium, industrial gas stocks hit daily limit across the board

RegulationCommodity
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Summary · why it matters

China's Ministry of Commerce and the General Administration of Customs issued a notice on July 10, imposing temporary export ban management on helium, triggering a sharp opening surge for industrial gas concept stocks on the morning of July 13. Jinhong Gas and Huate Gas led the gains, Shuifa Gas hit the daily limit at the open, Jovo Energy locked in its second consecutive daily limit, and stocks such as KMT Gas and Hangzhou Oxygen also hit their daily limits. Helium is hailed as the 'golden gas' and is indispensable in semiconductor manufacturing. With demand surging recently, Zhang Zhijun, deputy manager of the production department at Shanghai Youjiali Specialty Gases, said daily output has doubled compared with the start of the year. The China Industrial Gases Industry Association noted in a statement that this move is an important measure to safeguard helium resource security and promote high-quality development of the industry, and will help maintain the stability of the global gas supply chain.

Impact on stocks 6

Others▲ · 6 stocks
Hangzhou Hangyang Co Ltd
002430
▲ PositiveRegulationrelevance

Hangzhou Oxygen hit daily limit as the helium export ban benefits domestic industrial gas firms by boosting demand and pricing.

Hunan Kaimeite Gases Co Ltd
002549
▲ PositiveRegulationrelevance

China's temporary export ban on helium boosts domestic industrial gas stocks, including KMT Gas, as it restricts supply and supports prices.

Shuifa Energas Gas Co Ltd
603318
▲ PositiveRegulationrelevance

China's temporary export ban on helium directly benefits domestic industrial gas producers like Shuifa Energas by reducing competition from exports and potentially increasing domestic demand.

Jiangxi Jovo Energy Co. Ltd
605090
▲ PositiveRegulationrelevance

Jovo Energy locked in its second consecutive daily limit due to the export ban on helium, which boosts domestic demand and pricing power for industrial gas companies.

Suzhou Jinhong Gas Co Ltd
688106
▲ PositiveRegulationrelevance

Jinhong Gas led gains as the helium export ban is expected to increase domestic sales and margins for industrial gas producers.

Guangdong Huate Gas Co Ltd
688268
▲ PositiveRegulationrelevance

Huate Gas surged on the news of the helium export ban, which supports domestic gas companies by limiting supply to foreign markets.

Theme Impact 2

Off-coverage companies 1

上海尤嘉利特种气体有限公司Private± Mixed
relevance

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