1. Market Analysis
In July, the helium market price dropped. According to statistics, as of July 31, the average monthly price of high-purity helium in bulk bottles (40L, 13.5± 0.5Mpa) dropped by -5.11% month-on-month and -52.5% year-on-year. In July, the price of bottled helium further dropped, but the decline slowed down significantly. Currently, the transaction center of bottled helium has shifted downward. The profit of bottled gas is currently in a significant decline. The price in East China has dropped significantly, and the market trading atmosphere is relatively light. The price fluctuation in Southwest China is relatively slow, and the transaction is at the low end.
According to statistics, the market price of high-purity helium in tubes stopped falling in July. As of July 31, the monthly average price of high-purity helium in tubes was stable. The market trading atmosphere has improved, the domestic supply is relatively tight, the bidding price has formed a significant support, and the factory shipments are good, and the price has been raised. The overall market in July is mainly stable.
The price of xenon gas in the market dropped in July. Currently, the trading atmosphere in the mainstream xenon gas market is relatively light. In July, most major enterprises were in a high inventory stage, market order support was limited, and high-priced goods were significantly reduced. The average monthly price of xenon gas in the market dropped by -0.5% month-on-month and -38.5% year-on-year.
In July, the overall krypton gas market price remained stable, with the average price going down. As of July 31, the average monthly ex-factory price of mainstream krypton gas was -6.1% month-on-month and -53.7% year-on-year. In July, the downstream market demand was relatively weak, with basically no new purchases at the main terminals and increased channel inventory. At present, there are sporadic orders in the market, but the transaction price is low, and the overall atmosphere is weak.
In July, neon gas market prices remained stable, with average prices falling. As of July 31, the average monthly neon gas price fell by -7.0% month-on-month and -66.9% year-on-year. The market transaction atmosphere continued to be weak in July, and terminal purchases were scarce.
2. Outlook for the future
In August 2024, the price of helium in China's market may remain stable. It is estimated that the average monthly price of bulk middlemen for China's controlled helium in August may be stable; the bulk purchase price of bottled (40L, 13.5 ±0.5Mpa) high-purity helium may be slightly reduced. In terms of supply, there has been no information on production cuts in the main foreign helium producing areas in August, and the supply of imported goods is relatively sufficient. In addition, domestic supply may gradually resume production, and some projects may be put into production, and the overall supply may be relatively sufficient. In terms of demand, demand from downstream semiconductor, optical fiber, leak detection and other industries continues to support the market, and the support on the demand side is relatively strong. The editor believes that the overall trading atmosphere in the market in August may develop in a positive direction, and the relatively tight supply of goods may improve, but with the improvement in demand and the support of the import cost line, the main companies' mentality of supporting prices continues to be strong, and the market price may remain stable.
The xenon market price may drop in August. It is predicted that the average monthly price of xenon market owners in China will drop in August. The abundant supply situation in the market is unlikely to improve in the short term, and the market is still under downward pressure due to the flat terminal demand.
In August, the price of krypton gas in China may continue to decline. According to forecasts, in the short term, due to poor downstream demand, the market's high-priced supply may be expected to further decline.
The neon market price may drop in August. It is predicted that the average price of neon in China will drop in August. In the short term, the market demand is flat and the price may remain stable at a low price.