Everbright Securities reports that domestic fluorine chemical companies are rapidly advancing in fluorine-containing new materials, driven by semiconductor and AI industry demands. High-purity electronic grade hydrofluoric acid, crucial for chip manufacturing, has transitioned from being dominated by Japanese and American firms to scaled production by domestic companies, following successful certifications. Additionally, the rise in AI and data center computing power is pushing the need for advanced cooling solutions. Fluorine-based cooling fluids, such as perfluoropolyether, are becoming essential due to their superior thermal management capabilities, marking a significant shift towards high-value, high-tech applications in the industry.