3 6 Ke·2026-01-13 03:32Core Concept - The article discusses the transformative potential of AI for Science (AI4S) in reshaping China's technological landscape, emphasizing its role in enhancing foundational research efficiency and addressing critical industry challenges [3][9][10]. Group 1: AI4S Overview - AI4S represents a paradigm shift in scientific research, moving from a trial-and-error approach to a data and model-driven methodology, which is crucial for overcoming efficiency bottlenecks in foundational research [3][4]. - The integration of AI into foundational research is seen as a key factor for China's technological breakthroughs, particularly in critical sectors such as new materials, biomedicine, and semiconductors [3][9]. Group 2: Applications in New Materials - Fangda Carbon (600516.SH) and Jingtai Technology's collaboration exemplifies the application of AI4S in new materials, significantly reducing the research and development cycle from 2-3 years to 3-6 months [5]. - The partnership aims to optimize production processes and improve product yield by over 15%, showcasing the practical benefits of AI integration in traditional manufacturing [5]. Group 3: Applications in Biomedicine - Medicy (688202.SH) has redefined the drug development process through AI, achieving a significant reduction in the clinical research cycle by 40% and enhancing the accuracy of toxicity predictions to 92% [6][7]. - The company’s AI-driven platform integrates advanced technologies like Google’s AlphaFold3 and NVIDIA’s BioNeMo, allowing for rapid iteration in drug discovery and positioning China at the forefront of global pharmaceutical research [6][7]. Group 4: Applications in Semiconductors - DaoTech (300409.SZ) addresses the computational challenges in AI4S by developing specialized chips for atomic-level scientific calculations, which are essential for both materials and chip research [8]. - The establishment of the Hexi Atomic Computing Center enables a synergistic relationship between chip development and materials design, enhancing the efficiency of both fields [8]. Group 5: Market Dynamics and Future Outlook - The success of AI4S in China is attributed to a combination of industry demand, technological innovation, and supportive government policies, which collectively foster a conducive environment for AI integration in foundational research [9]. - Despite challenges such as data scarcity and talent shortages, AI4S presents unprecedented opportunities for China to advance in foundational research areas, potentially leading to a shift from a follower to a leader in global technology innovation [9][10].