1. Market analysis this week
In the first week of May (20240501-0509), the market price of bottled helium continued to decline. According to statistics, as of May 9, the weekly average price of China's bulk bottled (40L, 13.5±0.5Mpa) high-purity helium decreased, which was flat month-on-month. The mainstream transaction center of gravity moved downward. The atmosphere of spherical helium shipment was good. The transaction in the East China market was at the low end, and the overall atmosphere of shipment was acceptable. The transaction atmosphere in Central China was flat, and the downstream demand performance was average. The supply in the North China market was sufficient.
In the first week of May (20240506-0509), the price of tubed helium remained stable. According to statistics, as of May 9, the mainstream transaction center of high-purity tubed helium has moved downward, and the weekly average price is stable. The import supply is still relatively abundant; the atmosphere of tubed high-purity helium shipment in Inner Mongolia has improved slightly.
The xenon market in the first week of May was acceptable. As of May 9, the cost of xenon raw materials has increased, and the pressure on major companies to ship is still there. With current cost support, companies have a strong mentality of maintaining stability.
The market price of krypton gas remained stable in the first week of May. As of May 9, the average weekly price of krypton gas in the mainstream market was -0.8% month-on-month. The downstream demand in the market is relatively flat, and prices are temporarily stable.
The market price of neon gas was reduced in the first week of May. As of April 25, the center of transaction volume in the neon market has shifted downward; the weekly average price has dropped by -0.5% month-on-month. Market demand is relatively flat, the semiconductor market still needs time to recover, and the overall low price consolidation is the main trend.
2. Market forecast for next week
The helium market price may continue to remain stable. The overall market trading atmosphere is acceptable. The domestic helium bidding price has a slight upward trend, but the overall supply is still sufficient. In the short term, with the increase in cost support, the market price may remain stable.
The xenon market may remain stable in the short term. With high raw gas prices, costs are clearly supported, and the willingness of major companies to purchase raw gas has declined, but the market transaction atmosphere is still weak. In the short-term market, demand support is limited, but at low prices, major companies have a strong mentality to support prices, and may remain stable.
The krypton gas market may be adjusted downward. In the short term, the main enterprises are still under pressure to ship goods, and with sufficient supply, prices will mainly be adjusted downward.
The neon market is flat, with low prices being the main trend. With weak market demand and sufficient supply, it is difficult for the market to rise in the short term.