AI智变化工：双向赋能下化工新材料产业升级与投资机遇（附66页PPT）

Macro Foundation: Strong Policy Guidance - Major countries view AI as a strategic core technology, with China promoting deep integration of AI with the real economy through its "New Generation Artificial Intelligence Development Plan" and the U.S. ensuring its leadership in AI through the "National Artificial Intelligence Initiative" [3][4] - Various countries have introduced policies to actively layout artificial intelligence, including the U.S. proposing a unified federal standard for AI regulations, China setting clear goals for AI integration by 2030, and the EU establishing a comprehensive AI regulatory framework [5][6] Chemical Industry Policy - The Ministry of Industry and Information Technology in China has issued a "Stabilizing Growth Work Plan for the Petrochemical Industry (2025-2026)", focusing on innovation, efficiency, demand expansion, and collaboration, with AI becoming a key driver for industry transformation [6][7] New Materials Policy - Governments worldwide are implementing targeted policies for new materials, aiming to break through critical bottlenecks and secure future technological advantages [9][10] - China has established a "New Materials Big Data Center" plan, aiming to create a comprehensive data-driven innovation paradigm in the materials sector by 2035 [12][13] AI and Chemical Industry Integration - AI is expected to deeply integrate into the entire lifecycle of the chemical industry, creating a data-driven, intelligent decision-making, and continuously optimizing system [15][16] - Major chemical companies are increasingly adopting AI technologies to enhance production efficiency and product quality, with examples including collaborations with tech firms for smart factory initiatives [17][18] Demand and Application of AI - The demand for AI is driving significant growth in the AI server market, with projections indicating a rise from $125.1 billion in 2024 to $222.7 billion by 2028 [37][38] - The energy consumption of AI data centers is expected to double by 2025, highlighting the increasing energy demands associated with AI advancements [45][46] Renewable Energy and AI - The share of renewable energy in China's total power generation is projected to reach 88% by 2050, with significant growth in wind and solar energy contributing to the energy needs of AI [51][52] - The development of a new power system centered on renewable energy is crucial for reducing the carbon footprint of AI computing [51][52] Market Trends in Chemical Materials - The chemical materials sector is evolving towards "smart material systems" that integrate multiple functionalities, driven by the demands of embodied intelligence products [35][36] - The market for embodied intelligence products is expected to reach 400 billion yuan by 2030, with significant growth anticipated in the robotics and drone sectors [30][31]