国金证券：AI4S将重构化工行业竞争格局 六大方向实现智算平台兑现

Group 1 - The core viewpoint is that AI for Science (AI4S) will significantly impact the competitive landscape of the chemical industry as AI applications accelerate across the entire chemical value chain [1] - AI4S is transitioning from an academic to a commercial level, with the emergence of multi-modal large models and automated experiments, leading to self-driving laboratories and collaborative platforms [1][2] - The report identifies six major directions for innovative applications, including strain selection in the bio-fermentation industry, new material applications, and pesticide development, which will drive breakthroughs [2] Group 2 - The performance of AI systems in the chemical sector is heavily dependent on high-quality data, which will widen the gap between leading and lagging companies [2] - Companies with a history of structured management and strategic planning are more likely to leverage external collaborations and maintain a competitive edge in AI [2]