中国氟硅协会张建军：氟材料是AI创新与产业升级核心纽带

Core Insights - Fluorinated materials are essential in various industries, acting as a "vitamin" for industrial applications, and are crucial for national strategic security and high-quality industrial development [1] - The city of Quzhou in Zhejiang Province aims to establish itself as "China's Fluorine Valley," targeting a fluorochemical output value exceeding 30 billion yuan for the year [1] Industry Overview - China's fluorochemical industry has rapidly expanded due to abundant fluorite resources, with over a thousand companies forming a complete industrial chain [2] - By the end of 2024, China's total fluorochemical production capacity is expected to exceed 10 million tons, with a total output of over 6.5 million tons and a total output value of approximately 160 billion yuan [2] Market Dynamics - The global fluorochemical industry is characterized by a tripartite structure of resources, technology, and market, with China being the largest consumer of fluorinated materials [3] - The global fluorochemical market is projected to exceed 300 billion yuan in 2024, driven by demand from new energy vehicles and semiconductors [3] Applications of Fluorinated Materials - Fluorinated materials have extensive applications across traditional and emerging industries, including AI, where they play a critical role in cooling solutions for data centers [4] - The shift to immersion cooling technology in data centers is driven by the need for efficient heat dissipation, with fluorinated liquids providing superior insulation and cooling capabilities [4] Future Growth Potential - The demand for cooling liquids is expected to surge, with predictions of 89,000 tons required for new AI data centers by 2028, alongside additional needs from traditional servers [5] - The future of fluorinated materials is promising, with potential applications expanding into quantum technology, biomanufacturing, hydrogen energy, and more [5]