HIFICHEM(SZ:300758) 光大证券研究·2026-02-03 23:07Core Viewpoint - The collaboration between Qicai Chemical and Deepverse aims to establish an AI-driven laboratory to enhance the research and development of high-performance materials, transitioning from traditional trial-and-error methods to data-driven predictive models [4][5]. Group 1: Collaboration Details - Qicai Chemical, a leader in high-performance organic pigments, is expanding into high-end new materials, focusing on complex chemical products like MXD6 nylon and PPDI polyurethane elastomers [5]. - Deepverse leverages materials informatics, artificial intelligence, and high-throughput experimentation to accelerate the development of new materials by integrating cross-domain data [5]. - The partnership aims to create a long-term collaborative research mechanism, enhancing efficiency, quality, and iterative processes in material development [5]. Group 2: Policy and Industry Context - Since the second half of 2025, the Chinese government has been actively promoting the integration of AI in various industries, including chemicals, through a series of policies aimed at enhancing productivity and innovation [6][7]. - The policies emphasize the need for AI to improve quality and efficiency in the petrochemical and new materials sectors, marking a shift towards intelligent transformation as a foundation for high-quality development [6][7]. Group 3: Industry Challenges and Opportunities - The chemical industry is currently navigating a phase of "stabilizing growth" and "anti-involution," facing weak macro demand despite attempts to improve profitability through collaboration [8]. - Companies are encouraged to adopt AI technologies to shorten product development cycles and optimize production processes, which can mitigate cost fluctuations and enhance operational quality [8]. - Firms that successfully implement intelligent transformations are expected to maintain resilience during industry downturns and capitalize on recovery phases [8].