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Investment Rating - The report maintains a "Buy" rating for key stocks in the basic chemical sector, including Dongyangguang, Jingtai Holdings, Daoshi Technology, and Satellite Chemical [3]. Core Insights - The basic chemical sector is experiencing a configuration opportunity, with the index dropping 59.5% from a peak of 9565.18 points to a low of 3876.11 points between September 2021 and February 2024. However, the sector has shown resilience with a 14.3% increase in the basic chemical index from July 11 to September 5, 2024 [1]. - Solid-state battery materials are highlighted as a significant investment opportunity, with a projected order total exceeding 30 billion yuan and a year-on-year growth of 70-80% in the first half of 2025 [1]. - AI4S is accelerating its penetration in the pharmaceutical and chemical industries, with a notable increase in innovative drug license-out transactions reaching 41 deals worth 36.929 billion USD in Q1 2025 [2]. Summary by Sections Basic Chemical Sector - The sector has faced a significant downturn but is now showing signs of recovery, with a notable increase in the index and ongoing projects [1]. - The solid-state battery industry is receiving policy support, leading to increased demand for related materials [1]. AI4S and Material Investment Opportunities - AI is transforming drug development processes, significantly speeding up research and reducing costs [2]. - The report identifies key players in AI4S and related materials, emphasizing their potential for growth and innovation [2]. Key Stocks - Dongyangguang: Buy rating with projected EPS growth from 0.13 in 2024 to 0.74 in 2026 [3]. - Jingtai Holdings: Buy rating with a projected EPS improvement from -0.38 in 2024 to 0.02 in 2027 [3]. - Daoshi Technology: Buy rating with EPS expected to rise from 0.20 in 2024 to 1.45 in 2027 [3]. - Satellite Chemical: Buy rating with EPS projected to grow from 1.80 in 2024 to 3.27 in 2027 [3].