新宙邦(300037.SZ)：氟化液业务有望迎来持续增长

Core Viewpoint - The company has successfully achieved mass application of its hydrofluoroether (HFE) and perfluoropolyether (PFPE) products in key areas such as semiconductor process cooling, data center immersion cooling, and precision instrument cleaning, indicating strong market demand and technological capability [1] Group 1: Product Application and Market Position - The company's HFE and PFPE products are now being used in critical sectors, including semiconductor cooling and data center applications, showcasing their relevance in high-tech industries [1] - The company has established partnerships with numerous global mainstream clients, ensuring a steady delivery of products and positive customer feedback [1] - The company benefits from strong technical accumulation in fluorinated liquids and sufficient production capacity, positioning it well for future growth [1] Group 2: Market Opportunities - The acceleration of global semiconductor industry investments and the exit of international mainstream companies from the market present significant growth opportunities for the company's fluorinated liquid business [1] - The company anticipates sustained growth in its fluorinated liquid segment due to favorable market conditions and increasing demand [1]