The research report of Donghai Securities on July 5 stated that the implementation of the third-generation refrigerant quota will greatly improve the prosperity of the fluorine refrigerant industry. The increase in demand for computing power has promoted the construction of data centers. As the main cooling medium, fluorinated liquid has a broad market space, and relevant domestic manufacturers are expected to usher in development opportunities. The tightening supply of fluorite, a raw material for fluorine chemicals, has brought about an improvement in the supply-demand structure, and the price is expected to remain high. It is recommended to pay attention to leading refrigerant companies: Juhua, Yonghe, Sanmei and Jinshi Resources, a supplier of fluorite.