Shaanxi Lighte Optoelectronics Material Co. Ltd. A

On July 9, the electronic chemicals sector rose 2.03 percent intraday. Shanghai Xinyang gained 9.22 percent, Ruilian New Materials rose 5.80 percent, Xingfu Electronics added 5.76 percent, Lite-On Optoelectronics climbed 5.61 percent, and Dinglong Shares advanced 3.74 percent. A research note from Everbright Securities noted that domestic fluorochemical companies are accelerating their deployment of new fluorinated materials. Electronic-grade hydrofluoric acid has broken through bottlenecks in ultra-clean, high-purity processes and passed certification at leading wafer foundries, entering a phase of large-scale volume production. At the same time, AI and high-performance computing are driving demand for liquid cooling, with high-performance fluorinated coolants such as perfluoropolyether occupying an irreplaceable position in immersion cooling. A report from China Merchants Securities pointed out that the electronic chemicals industry is benefiting from downstream demand recovery and accelerated domestic substitution. Demand for AI chips and high-bandwidth memory is driving wafer fabrication capacity release, pushing up consumption of wet electronic chemicals, and the market size is expected to expand non-linearly. A research note from TF Securities noted that the electronic chemicals industry will embrace dual opportunities of demand recovery and domestic innovation in 2026. China's market share of wet chemicals for integrated circuits remains far below the global level, leaving significant room for improvement in domestic substitution rates. Leading enterprises with high-end capacity and core purification technologies will continue to benefit.