HIFICHEM(SZ:300758) EBSCN·2026-02-03 05:14Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry, indicating a projected investment return exceeding the market benchmark index by 5% to 15% over the next 6-12 months [5]. Core Insights - The collaboration between Qicai Chemical and Deepverse to establish an AI laboratory aims to enhance the R&D capabilities in high-performance materials, transitioning from traditional trial-and-error methods to data-driven predictive models [2][4]. - National policies are increasingly promoting the integration of AI in the chemical industry, with specific guidelines aimed at enhancing efficiency and innovation in both the petrochemical and new materials sectors [3]. - The current economic environment emphasizes the need for chemical companies to leverage AI technologies to improve operational efficiency and reduce costs, thereby enhancing resilience during periods of low industry demand [4]. Summary by Sections AI Collaboration - Qicai Chemical and Deepverse have signed an agreement to jointly build an AI laboratory, focusing on high-performance materials R&D [1]. - The partnership aims to create a long-term collaborative R&D mechanism, utilizing AI to enhance efficiency and quality in material development [2]. Policy Support - Since the second half of 2025, the government has introduced multiple policies to facilitate the implementation of AI in the chemical sector, with a vision for widespread adoption by 2030 [3]. - The policies emphasize the need for adaptive optimization in petrochemical processes and deeper integration of AI in new materials R&D [3]. Industry Dynamics - The chemical industry is currently navigating a phase of "stabilizing growth" and "anti-involution," necessitating the adoption of AI to strengthen internal capabilities [4]. - Companies that successfully implement AI-driven transformations are expected to maintain stronger operational resilience and capitalize on recovery phases in the market [4]. Investment Recommendations - The report suggests focusing on leading companies that can leverage data for cost reduction and efficiency gains, such as China National Petroleum, Sinopec, and Wanhua Chemical [5]. - It also highlights the potential of Qicai Chemical in the AI domain and its implications for sectors like semiconductors and fine chemicals [5].