基础化工行业周报（20260112-20260116）：“AI+“赋能化工研发制造，26 年小核酸药物迎快速增长期-20260117

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [6] Core Insights - The integration of "AI+" in the chemical industry is being driven by national policies aimed at enhancing quality and efficiency through advanced technologies like large models and digital twins [1][2] - The global small nucleic acid drug market is experiencing rapid growth, with projections indicating a market size exceeding $15 billion by 2026, driven by technological breakthroughs and commercialization [3][33] - Key players like Bluestar Technology and Lianhua Technology are leading breakthroughs in small nucleic acid production and CDMO services, respectively [4][36] Summary by Sections AI Integration in Chemical Manufacturing - The chemical industry is advancing towards large-scale application of "AI+" through three main pathways: self-developed large models by leading companies, collaboration with third-party platforms, and investment in AI startups [2][27] - Major companies such as China National Petroleum, Sinopec, and China National Offshore Oil Corporation are embedding AI into core business processes to enhance operational efficiency [2][27] Small Nucleic Acid Drug Market - The small nucleic acid drug market has grown from $0.1 million in 2016 to $3.25 billion in 2021, with a compound annual growth rate (CAGR) of 217.8% [3][33] - The market is expected to continue its growth trajectory, with a forecasted CAGR of 35% from 2020 to 2025 [3][33] Key Players and Innovations - Bluestar Technology has established a comprehensive technology platform for the synthesis and purification of small nucleic acids, making it one of only two global suppliers with such capabilities [4][34] - Lianhua Technology is expanding its CDMO services for small nucleic acids, achieving significant progress in international market collaborations [4][36] Investment Recommendations - The report suggests focusing on leading companies in the chemical sector that leverage data for efficiency gains, such as China National Petroleum, Sinopec, and Wanhu Chemical [5][32] - In the small nucleic acid sector, attention is drawn to Bluestar Technology and Lianhua Technology for their strategic positions in the market [5][37]