According to the Everbright Securities Research Report, leading domestic fluorine chemical companies are speeding up the deployment of new fluorine-containing materials and focusing on building a second growth curve. In the semiconductor field, high-purity electronic grade hydrofluoric acid is a key wet electronic chemical indispensable for chip manufacturing, and has been monopolized by Japanese and American companies for a long time in the past. In recent years, domestic enterprises have broken through the bottleneck of ultra-clean and high-purity processes with the advantage of industrial chain integration. Electronic-grade hydrofluoric acid has successfully passed strict certification from domestic and foreign first-line foundry, and has entered the large-scale release stage. At the same time, the thermal density of data centers continues to rise due to the rapid rise in AI, HPC, and hyperscale data center computing power. Traditional air cooling solutions are becoming increasingly difficult to meet demand in high power density scenarios, and liquid cooling is becoming a must-have solution for efficient heat dissipation. Fluorine chemical companies follow the trend of efficient heat dissipation and actively deploy high-performance fluorine coolants such as perfluoropolyether. With their insulation, non-flammability, and excellent thermal management performance, they occupy an irreplaceable position in high-safety and high-power scenarios such as immersion liquid cooling. New fluorine-containing materials are driving the deep transformation of fluorine chemical companies towards high technical barriers and high added value.

According to the Everbright Securities Research Report, leading domestic fluorine chemical companies are speeding up the deployment of new fluorine-containing materials and focusing on building a second growth curve. In the semiconductor field, high-purity electronic grade hydrofluoric acid is a key wet electronic chemical indispensable for chip manufacturing, and has been monopolized by Japanese and American companies for a long time in the past. In recent years, domestic enterprises have broken through the bottleneck of ultra-clean and high-purity processes with the advantage of industrial chain integration. Electronic-grade hydrofluoric acid has successfully passed strict certification from domestic and foreign first-line foundry, and has entered the large-scale release stage. At the same time, the thermal density of data centers continues to rise due to the rapid rise in AI, HPC, and hyperscale data center computing power. Traditional air cooling solutions are becoming increasingly difficult to meet demand in high power density scenarios, and liquid cooling is becoming a must-have solution for efficient heat dissipation. Fluorine chemical companies follow the trend of efficient heat dissipation and actively deploy high-performance fluorine coolants such as perfluoropolyether. With their insulation, non-flammability, and excellent thermal management performance, they occupy an irreplaceable position in high-safety and high-power scenarios such as immersion liquid cooling. New fluorine-containing materials are driving the deep transformation of fluorine chemical companies towards high technical barriers and high added value.