Donghai Securities: The supply and demand pattern of the fluorine chemical industry is improving, and the business cycle is coming.

Jinshi Data News on October 23rd, Donghai Securities research report pointed out that the refrigerant supply and demand pattern has improved, and the industry will maintain high prosperity in the long term. The profitability of related refrigerant production enterprises is expected to greatly improve, and follow the refrigerant industry leader and fluorine chemical production enterprises with a more complete industrial chain. The construction of data centers promotes the increase in liquid cooling demand and opens up the market space for fluorinated liquids. The price of fluorinated polymers in the zone is currently at a low level, and it is necessary to wait for the domestic PTFE to iterate towards high-end and the expansion of PVDF production capacity. During this process, it is still necessary to follow the complete industrial chain and the top fluorine chemical enterprises with comprehensive infrastructure support.