Bayi Space(SH:688181) Ge Long Hui·2025-08-21 08:21Core Viewpoint - The company Ba Yi Shi Kong (八亿时空) expresses optimism about its investment in Nantong Zhan Ding, which specializes in electronic fluorinated liquids used in semiconductor manufacturing and immersion cooling for supercomputers, driven by the increasing demand for AI computing power [1] Company Summary - Ba Yi Shi Kong holds an 11.5892% stake in Nantong Zhan Ding, making it the second-largest shareholder [1] - The company plans to support Nantong Zhan Ding's development through various means, reflecting confidence in the fluorinated liquid industry and Nantong Zhan Ding's growth trajectory [1] Industry Summary - The demand for AI computing is leading to increased server power consumption, necessitating new technologies for efficient heat dissipation [1] - Liquid cooling technology is identified as the optimal solution, particularly the materials produced through the perfluoroalkyl electrolyte method, which are scarce and primarily used in semiconductor and AI cooling liquids [1] - Nantong Zhan Ding possesses significant technical expertise and production advantages in this area, positioning it well for future growth [1]