GOLDEN SUN SECURITIES·2025-04-28 01:20Investment Rating - The report maintains a rating of "Increase" for the basic chemical industry [5] Core Insights - The integration of quantum computing and AI for Science (AI4S) is expected to revolutionize chemical research and development, enhancing precision and efficiency [2][3] - By 2035, the total market size for quantum computing is projected to reach $908.9 billion, with quantum computing alone accounting for nearly 90% of this market [1] - AI4S is identified as a key application area, capable of optimizing product formulations and accelerating the development of new materials [2][3] Summary by Sections Quantum Computing - Quantum computing is positioned as a strategic frontier in global technology competition, with significant implications for chemical R&D [1] - The report anticipates that by 2030, 58% of downstream demand for quantum computing will come from chemical and pharmaceutical sectors [3] AI for Science (AI4S) - AI4S is highlighted as a transformative force in scientific research, enabling deeper insights into chemical reactions at the atomic level [2][3] - The combination of AI and supercomputing is expected to yield optimal solutions for compound structures and formulation systems [2] Market Opportunities - The report emphasizes China's potential to lead in AI4S development, particularly in the pharmaceutical and new materials sectors [4] - Key companies such as Crystal Tech Holdings and Micro Era are noted for their advancements in AI4S and quantum algorithms, respectively [4] Price Trends - The report includes a detailed tracking of chemical product prices, indicating fluctuations and trends in the market [12][13]