Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1] Core Insights - The chemical and new materials industry is set to drive the comprehensive "AI + manufacturing" transformation, as outlined in the State Council's policy document released in August 2025, which aims for deep integration of AI across six key sectors by 2027 [3][4] - The focus for the petrochemical industry is on "quality improvement and efficiency enhancement" through AI, utilizing large models and digital twin technologies to optimize various processes [5] - The report identifies three main pathways for chemical companies to implement AI: self-developed large models, third-party model integration, and investment in AI startups [13][14] Summary by Sections Policy Guidance - The State Council's document emphasizes the necessity for AI integration in the chemical industry, marking it as a compulsory aspect for achieving high-quality development [3] - The Ministry of Industry and Information Technology's implementation opinions further detail goals for AI technology and its application in manufacturing by 2027 [4] AI Empowerment in Petrochemical Industry - AI's role in the petrochemical sector focuses on enhancing operational efficiency and safety through predictive maintenance and process optimization [5] - The establishment of high-quality data sets and infrastructure is crucial for supporting AI applications in the industry [5] AI Empowerment in New Materials Industry - The new materials sector aims to leverage AI for deep integration in research and development, enhancing capabilities in material design and synthesis [5] Implementation Pathways - **Self-Developed Large Models**: Companies like China National Petroleum Corporation (CNPC) and China National Offshore Oil Corporation (CNOOC) are developing proprietary AI models to enhance their operational capabilities [9][10] - **Third-Party Model Integration**: WanHua Chemical collaborates with Huawei Cloud to implement AI solutions for predictive maintenance and operational efficiency [11] - **Investment in AI Startups**: Companies like Qicai Chemical are investing in AI startups to accelerate innovation in materials science [12][13] Investment Recommendations - The report suggests focusing on leading companies that excel in data utilization and AI integration, such as CNPC, Sinopec, and WanHua Chemical [14] - Attention is also drawn to companies involved in new materials and fine chemicals, which are expected to benefit significantly from AI-driven R&D advancements [14]

Group 1 - The Shanghai Composite Index closed at 4188.24 points, above the annual line, with a change of 1.20% [1] - The total trading volume of A-shares reached 22,460.00 billion yuan [1] - A total of 200 A-shares have surpassed the annual line today, with notable stocks including Qicai Chemical, Liandi Information, and Doctor Glasses, showing significant deviation rates of 18.05%, 17.66%, and 15.79% respectively [1] Group 2 - Stocks with smaller deviation rates that have just crossed the annual line include Shengnan Technology, Baoli International, and Maike Biological [1] - The top three stocks with the highest deviation rates on January 14 are as follows: - Qicai Chemical (20.01% increase, 18.05% deviation) - Liandi Information (23.74% increase, 17.66% deviation) - Doctor Glasses (19.99% increase, 15.79% deviation) [1] - Other notable stocks with significant trading activity include: - Lifan Holdings (12.78% increase, 12.41% deviation) - Ying Shisheng (12.33% increase, 11.11% deviation) - Zhongxin Tourism (9.99% increase, 8.45% deviation) [1]

Core Insights - The article discusses the strategic investment by Qicai Chemical in Huanliang Technology, marking a significant step towards the industrialization of materials informatics and AI-driven research and development [2][3]. - Huanliang Technology aims to transform R&D into a reusable engineering system, moving from conceptual discussions to practical applications in industrial settings [3][4]. Investment and Collaboration - The partnership with Qicai Chemical, a publicly listed company, enhances the industrial synergy for the application of materials informatics, indicating a shift towards deliverable R&D efficiency rather than mere conceptual narratives [3][6]. - Huanliang Technology has attracted investments from notable firms like Sequoia and Baidu, establishing a robust resource network that supports platform iteration and industrial collaboration [3][6]. Team and Methodology - The core strength of Huanliang Technology lies in its interdisciplinary team, which combines scientific research with engineering practices, led by founder Liu Yuyang, who has extensive experience in theoretical physics and materials science [4][7]. - The company focuses on creating reproducible and traceable engineering processes in materials R&D, moving away from reliance on experiential methods [4][7]. Future Directions - Huanliang Technology plans to advance two main lines: one focusing on chemical processes and the other on functional materials, aiming to enhance efficiency in selection and iteration under small sample conditions [8]. - The collaboration with Qicai Chemical is seen as a key practice in empowering industrial upgrades through AI for Science, targeting core areas like organic pigments and new materials [8][10]. Efficiency Improvements - The partnership aims to reduce costs by optimizing reaction pathways and raw material ratios through Huanliang's Matcopilot® platform, leading to systematic reductions in R&D and production costs [9]. - The use of intelligent assistants is expected to significantly shorten R&D cycles from 1-2 years to 3-6 months, enhancing the speed of technology iteration and product commercialization [9]. - Huanliang's AI algorithms are designed to improve performance metrics, creating competitive advantages in high-end application scenarios [9][10]. Strategic Vision - The collaboration is positioned as a model for industry innovation and high-quality development, establishing a virtuous cycle of technology iteration, efficiency enhancement, and value creation [10]. - Huanliang Technology emphasizes measurable, verifiable, and deliverable R&D efficiency improvements while maintaining strict compliance and confidentiality regarding client data and processes [11].

Group 1 - The Shanghai Composite Index is at 4178.99 points, above the annual line, with an increase of 0.97% [1] - The total trading volume of A-shares today is 16052.54 billion yuan [1] - A total of 175 A-shares have surpassed the annual line, with notable stocks including Qicai Chemical, Boshi Optical, and Thunder Technology, showing divergence rates of 18.05%, 15.79%, and 8.62% respectively [1] Group 2 - The top three stocks with the highest divergence rates are as follows: - Qicai Chemical (300758) with a daily increase of 20.01% and a divergence rate of 18.05% [1] - Boshi Optical (300622) with a daily increase of 19.99% and a divergence rate of 15.79% [1] - Thunder Technology (920190) with a daily increase of 16.63% and a divergence rate of 8.62% [1] Group 3 - Other stocks that have recently crossed the annual line include: - Zhongxin Tourism (002707) with a divergence rate of 8.45% [1] - Shanshui Bide (300844) with a divergence rate of 8.28% [1] - Qudong Power (920275) with a divergence rate of 7.80% [1]

（文章来源：证券日报） 证券日报网讯 1月12日，七彩化学在互动平台回答投资者提问时表示，截至2025年12月31日公司股东为 25869户。 ...

证券日报网讯1月12日，七彩化学（300758）在互动平台回答投资者提问时表示，截至2026年1月9日公 司股东为26856户。 ...

证券代码：300758 证券简称：七彩化学 公告编号：2026-001 鞍山七彩化学股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1.本次股东会无增加、变更、否决议案情况； 2.本次股东会未涉及变更前次股东会决议的情形； 3.本次股东会采用现场与网络相结合的方式召开； 4.中小股东是指除上市公司董事、高级管理人员以外单独或合计持有公司 5%以下股份的股东。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2026 年 1 月 5 日 13 时 00 分； 2.会议结束时间：2026 年 1 月 5 日 15 时 00 分； 网络投票时间：2026 年 1 月 5 日；其中，通过深圳证券交易所交易系统进 行网络投票的时间为 2026 年 1 月 5 日交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00。通过深圳证券交易所互联网系统投票的具体时间为 2026 年 1 月 5 日 9:15-15:00 的任意时间。 3.会议召开地点：辽宁省鞍山市海城市腾 ...

北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于鞍山七彩化学股份有限公司 2026 年第一次临时股东会的 法律意见 北京德恒律师事务所 关于鞍山七彩化学股份有限公司 2026 年第一次临时股东会的法律意见 北京德恒律师事务所 关于鞍山七彩化学股份有限公司 2026 年第一次临时股东会的 法律意见 德恒 01G20211055 号 致：鞍山七彩化学股份有限公司 鞍山七彩化学股份有限公司（以下简称"公司"）2026 年第一次临时股东 会（以下简称"本次会议"）于 2026 年 1 月 5 日（星期一）召开。北京德恒律 师事务所接受公司委托，指派李哲律师、王冰律师（以下简称"德恒律师"）出 席本次会议。根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）、《鞍山七彩化学股份有限公司章程》（以下 简称"《公司章程》"）的规定，德恒律师就本次会议的召集、召开程序、现场 出席会议人员资格、表决程序 ...

证券代码：300758 证券简称：七彩化学 公告编号：2025-101 鞍山七彩化学股份有限公司 关于召开 2026 年第一次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 鞍山七彩化学股份有限公司（以下简称"公司"）第七届董事会第十三次会 议决定于 2026 年 1 月 5 日召开公司 2026 年第一次临时股东会，会议通知已于 2025 年 12 月 20 日刊登于中国证监会指定创业板信息披露网站。本次股东会采 取现场投票和网络投票相结合的方式召开，现将会议有关事项提示如下： 一、召开会议的基本情况 1.股东会届次：2026 年第一次临时股东会 2.股东会的召集人：董事会 3.本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易 所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创 业板上市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司 章程》的有关规定。 4.会议时间： （1）现场会议时间：2026 年 1 月 5 日 13:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的 ...

Core Viewpoint - The company Qicai Chemical (七彩化学) has filed a lawsuit against Xianiko Chemical (先尼科化工) and its legal representative for defamation, seeking a public apology and compensation of 53.31 million yuan due to ongoing intellectual property disputes [1][2]. Group 1: Legal Disputes - The lawsuit stems from a series of intellectual property litigations lasting nearly three years between Qicai Chemical and Xianiko Chemical [1]. - In December 2022, Xianiko Chemical filed a lawsuit claiming Qicai Chemical infringed on its commercial secrets related to specific pigments and production technology, initially seeking over 200 million yuan in damages [1]. - After Qicai Chemical requested judicial appraisal, Xianiko Chemical withdrew the lawsuit in January 2024 without reason [1]. Group 2: Allegations and Counterclaims - Qicai Chemical has indicated that Xianiko Chemical has repeatedly altered its claims for damages, ranging from 470,000 yuan to 400 million yuan, without providing complete evidence [2]. - The case has traversed through various courts, including the High Court and Intellectual Property Court, with Qicai Chemical asserting that the technologies in question have long been public knowledge due to expired patents [2]. - Qicai Chemical has accused Xianiko Chemical of illegal production practices, including exceeding environmental assessment limits and failing to properly dispose of hazardous waste, which poses ecological risks [2]. Group 3: Impact on Reputation - The malicious litigation from Xianiko Chemical has led to significant negative publicity for Qicai Chemical, severely damaging its reputation as a publicly listed company [2]. - The case is still pending court hearings, with further developments expected to be disclosed [2].