Multiple listed companies are laying out immersion liquid cooling, and the advantages of the fluorosilicon whole industry chain are highlighted.

Reporters have learned that the investment in AI computing power is driving a revolution in liquid cooling technology. Domestic fluorine chemical and organic silicon industry chain upstream and downstream manufacturers are actively participating in the immersion liquid cooling track, launching fluorinated cooling liquids or silicon-based cooling liquids. Several officials from listed companies have expressed that the immersion liquid cooling industry is expected to achieve exponential growth, and as customers increasingly focus on technology autonomy and supply chain security, the advantages of the domestic industry chain are expected to play an important role. Currently, the progress of related listed companies in product research and development varies, and specific data has not been disclosed. New AN shares and Runhe materials' silicon-based cooling liquid products have been successfully marketed; Chenshuo shares' silicon-based cooling liquid and Yonghe shares' fluorinated cooling liquid products are still in the market promotion stage; New Zhoubang, which has been deeply involved in the industry for a long time, has already formed mass production of fluorinated cooling liquids.