LNG Spot and Helium Prices Rise Further, Petrochemical ETF (159731) Huaxia Presents Layout Opportunity at Low Adjustments

SadMoneyMeow · 2026-03-24T08:53:15+00:00

As of March 24, the Petrochemical ETF from Huaxia declined 1.33%. Affected by international geopolitical situations, LNG supply has tightened, with prices rising over 70%. China International Capital Corporation has warned that this may impact global supply and demand, driving energy prices further upward. The industry landscape is optimizing, and long-term prospects are improving.

SadMoneyMeow

2026-03-24 08:53:15

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As of 10:00 on March 24, Sinopec ETF Huaxia (159731) fell 1.33%, with holdings showing mixed gains and losses. Leading the gains were Blue Dawn Technology, Zangge Mining, and China National Chemical Engineering.

On the news front, with Iran blocking the Strait of Hormuz and launching missile attacks on Qatar’s largest liquefied natural gas (LNG) facilities, the global LNG supply landscape has experienced structural shocks. Industry analysts note that LNG shipments from the Persian Gulf, already en route before the outbreak of war, will arrive over the next 10 days. Afterwards, some importing countries will lose all supply from the region.

CICC believes that Qatar’s LNG and associated helium exports account for approximately 20% and 30% of global LNG and helium demand, respectively. Disruptions in Qatar’s supply will severely impact international supply and demand. As of March 18, spot LNG prices have increased by over 70% compared to before the conflict. If Qatar’s LNG production remains halted for more than a month, the likelihood of tight global natural gas supply and demand will increase, further driving international LNG spot and helium prices higher.

Sinopec ETF Huaxia (159731) and its linked funds (017855/017856) closely track the CSI Petrochemical Industry Index. According to Shenwan’s first-level industry distribution, basic chemicals account for 61.18%, and oil and petrochemicals account for 31.59%, allowing for profit recovery in downstream chemical products. With industry structure optimization and supply-demand adjustments, the long-term narrative for the sector is improving.

Daily Economic News

(Edited by: Zhang Xiaobo)

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