On April 3, the electronic gas concept showed strong performance, with CSSC Special Gas rising over 11%. Jiufeng Energy, Hangyang Co., Ltd., Huate Gas, Jinhong Gas, and Guanggang Gas also followed suit. Huaxin Securities pointed out that helium, as a byproduct of natural gas, heavily relies on supplies from Qatar, which accounts for approximately one-third of the global supply. Even if the Strait of Hormuz resumes navigation, helium will face a global shortage for at least 2-3 months.
