Market Movement Analysis: Guangzhou Iron & Steel Gas Rises Sharply on September 18 Due to Semiconductor Gas Supply, Performance Growth, and Stable Helium Supply

1. The US Federal Reserve's rate hike has been implemented, international oil prices have fallen from their highs, long-term US Treasury yields have decreased, technology stocks have rebounded, and the Philadelphia Semiconductor Index rose by 3.14% overnight.
2. NVIDIA CEO Jensen Huang stated on Thursday (local time) that the company expects its chip sales in 2027 to be about double those of 2026, boosting market confidence.


1. According to the performance briefing on September 17, 2026, the company has executed 11 on-site gas supply projects for 12-inch wafer fabs and provides electronic bulk gases for 8 high-generation display production lines.
2. According to the performance briefing on September 17, 2026, the company’s revenue in the first half of the year was 1.333 billion yuan, a year-on-year increase of 19.62%; net profit attributable to the parent company was 256 million yuan, a year-on-year increase of 117.73%, and electronic bulk gas revenue increased by 30.18% year-on-year.
3. According to the performance briefing on September 17, 2026, the company has built a multi-region helium supply system covering the Middle East, Europe, and North America, and has secured supply for key customers through diversified procurement and the release of strategic reserves.

(Disclaimer: This content is a summary generated by AI technology from publicly available information and is for reference only. It does not constitute investment advice. Please refer to the announcements of listed companies for official information.)