1. Points of concern
1. Although the trading atmosphere of helium gas declined, the trading atmosphere in Inner Mongolia was acceptable.
2. The mainstream market of xenon market stopped falling.
3. The mainstream transactions in the krypton gas market are slow and the transactions are moving downward. The mainstream atmosphere of the neon market is acceptable.
4. The total helium import volume in 2023 is 4108.5 tons, +1.5% year-on-year.
Core logic: The helium market atmosphere is average, and the tight supply of imported goods has eased. The xenon atmosphere has improved, and many are reluctant to sell. The demand in the neon market is still poor, and the short-term adjustment is weak. The krypton market is supported by scattered orders, and the short-term price may be stable and adjusted.
2. Market outlook
The trading atmosphere in the helium market is general, the downstream demand is relatively weak, and the channel shipments are still under pressure; the xenon market has formed a low-price stockpiling atmosphere, and the main companies are reluctant to sell; the demand for neon is poor, and the trading atmosphere is weak; the support strength of the krypton market has declined. In the short term, the xenon market may mainly stop falling and maintain stability, and the helium market may mainly be weak and stable.