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国金证券:高质量数据将是拉开化工企业AI布局的关键

Core Viewpoint - The application of AI in the chemical industry is accelerating across the entire value chain, with a focus on high-risk inspections, automated experiments, and product formulation upgrades [1] Group 1: Equipment Sector - The equipment sector is concentrating on "AI + Robotics" for high-risk inspections [1] Group 2: R&D Sector - The R&D sector is optimistic about "AI + Automation Experiments" driving molecular discovery and process optimization [1] Group 3: Product Sector - The product sector is focusing on AI-assisted formulation upgrades and new material iterations [1] Group 4: Data Quality - The performance of AI systems is heavily dependent on the quality of data, which is crucial for differentiating the AI strategies of chemical companies [1]