DeepSeek冲击波（化工篇）：AI赋能下的化工行业机遇与变革

Investment Rating - The report suggests a positive outlook for the chemical industry, particularly in high-end chemical materials, driven by AI advancements and domestic substitution opportunities [5][6]. Core Insights - The AI wave is accelerating opportunities and transformations in the chemical industry, with DeepSeek's innovations lowering costs and enhancing efficiency, which is expected to stimulate demand for high-end chemical materials and promote domestic substitution [5][9]. - AI is set to empower the entire chemical industry chain, improving operational efficiency across various segments, especially in research and development and production operations [5][12]. Summary by Sections Section 1: AI Wave and Opportunities in the Chemical Industry - DeepSeek's low-cost and open-source AI model is expected to lower application barriers and stimulate innovation across industries, including chemicals [9]. - The acceleration of AI development is anticipated to create new demand for high-end chemical materials and expedite the domestic substitution process [10]. Section 2: Acceleration of Domestic Substitution in High-End Chemical Materials - The chemical industry provides essential raw materials for AI applications, with a significant reliance on imports for high-performance materials like PEEK and COC/COP [10][11]. - The domestic self-sufficiency rate for new chemical materials was approximately 56% in 2022, indicating room for growth in local production capabilities [10]. Section 3: AI Empowering Leapfrog Development in the Chemical Industry - AI integration is transforming traditional research paradigms in the chemical sector, leading to shorter product development cycles and reduced costs [12]. - The application of AI in production processes is enhancing resource allocation, production efficiency, and safety in chemical manufacturing [12]. Section 4: Investment Recommendations - The report highlights several companies poised to benefit from these trends, including Juhua Co., Ltd. (600160.SH), Sinoma Science & Technology (300037.SZ), and others involved in high-end chemical materials [5][6].