[Everbright Securities: Semiconductor and AI Waves Drive Fluorine-Containing New Materials into High-Growth Phase] DeepTech TechFlow reports, on July 5, Everbright Securities' research report suggests that leading domestic fluorochemical companies are accelerating their deployment in fluorine-containing new materials, focusing on building a second growth curve. In the semiconductor field, high-purity (e.g., G5 grade) electronic-grade hydrofluoric acid, a critical wet electronic chemical indispensable for chip manufacturing, has long been monopolized by Japanese and American companies. In recent years, domestic companies have leveraged their integrated industrial chain advantages to overcome bottlenecks in ultra-clean high-purity processes. Electronic-grade hydrofluoric acid has successfully passed stringent certifications from top-tier domestic and international wafer foundries and has entered the stage of large-scale production. At the same time, the rapid rise in computing power driven by AI, HPC, and hyperscale data centers has led to increasing thermal density in data centers. Traditional air-cooling solutions are gradually failing to meet the demands of high-power-density scenarios, making liquid cooling the preferred solution for efficient heat dissipation. Fluorochemical companies are aligning with the trend of efficient cooling by actively developing high-performance fluorine-containing coolants such as perfluoropolyether (PFPE). With their insulating, non-flammable, and excellent thermal management properties, these coolants occupy an irreplaceable position in high-safety, high-power scenarios like immersion liquid cooling. Fluorine-containing new materials are driving fluorochemical companies toward a deep transformation into high-tech, high-value-added industries. (Jin10)