It is reported that due to the optimistic view that AI computing power investment will drive the transformation of liquid cooling technology, domestic fluorine chemical and organic silicon industry chain upstream and downstream manufacturers are competing to occupy the submerged liquid cooling track, launching fluorine-containing coolant or silicon-based coolant. Multiple individuals from listed companies have stated that the immersion liquid cooling industry is expected to achieve exponential growth, and with customers placing increasing emphasis on independent and controllable technology as well as supply chain security, the advantages of the domestic industrial chain are expected to play an important role. At present, the progress of product research and development promotion of relevant listed companies varies, and specific data has not yet been disclosed. The silicon-based coolant products of Xin'an Shares and Runhe Materials have been sold; Chenhua Corporation's silicon-based coolant and Yonghe Corporation's fluorine-containing coolant products have not yet been sold and are in the stage of market promotion; Xinzhoubang has been deeply cultivating for a long time, and fluorine-containing coolant has been supplied in bulk.
Silicon Treasure Technology: A wholly-owned subsidiary has started infrastructure construction in the second half of 2025. On February 9th, Silicon Treasure Technology responded to investors' questions on the interactive platform, stating that its wholly-owned subsidiary, Silicon Treasure (Shanghai) New Materials Co., Ltd., has started infrastructure construction in the second half of 2025 and is still in the process of infrastructure construction. Please pay attention to the company's subsequent announcements regarding specific mass production, production date, and output value. According to previous announcements, Silicon Treasure (Shanghai) New Materials has won approximately 10700 square meters of industrial land in Minhang District, Shanghai, and has paid the full transfer price of 150 million yuan. The project plans to establish a research and development center and a 5000 ton/year production line for electronic and optical packaging materials.
Summary of Organic Silicon Market on February 10th: The domestic DMC market showed stable price performance today, with an average market price of 13900 yuan/ton, unchanged from the previous day. On the supply side, due to the centralized maintenance of individual factories, the overall operating load of the industry has dropped to less than 60%. In addition, the pre-sale order situation is good, and manufacturers have a strong willingness to raise prices. However, as the Spring Festival holiday approaches, downstream companies are leaving the market more frequently, and the market's ability to receive goods and meet urgent needs is generally weakened, resulting in an overall sluggish atmosphere for new orders today. Looking ahead to the future, DMC prices are expected to maintain a stable trend in the short term. The current core driving factors mainly focus on supply and mentality: the supply side maintains a low level, and production enterprises continue to adopt a high price strategy. However, the demand side cannot be ignored. The delisting of downstream markets before the holiday has led to a significant reduction in demand, and there is a lack of confidence in the post holiday market. The characteristics of market competition still exist.