如何从分子层级精准预测电池寿命，将性能验证从数年缩短至数十分钟。 全面电动化浪潮正催生出众多性能需求各异的终端。 从续航仅 4 小时的 AI 眼镜，到需要长时间作业 替代人工作业 的人形机器人，再到循环寿命要求高达 6000 次的电动工程机械，每一类产品都对 电池提出了截然不同的性能要求。 海陆空电动化基础之上， 电池性能已跨越消费电子、机器人、重型机械等 更多新兴行业，成为 竞争的关键焦点。 然而，传统材料研发路径长、投入大，严重依赖经验与试错。 对此 ， SES AI 计划在 10 月推出电池 专用 AI4S 解决方案—— " 分子宇宙 " Molecular Universe 1.0 （ MU-1 ） ，旨在为这一流程引入新的研发范式。 电池材料的创新，是从分子、配方到电芯性能的复杂探索过程。业界一直期望能通过计算与智能手段，系统性地打通从分子筛选到性能预测的完整链 条，从而显著提升研发效率与确定性。 据悉， SES AI 计划于 2025 年 10 月 20 日通过线上直播，正式发布其电池 专用 AI4S 解决方案—— " 分子宇宙 " Molecular Universe 1.0 （ MU-1.0 ...

参考 | 量子位 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 任少卿去中科大了！ AI大神任少卿开始在母校中国科学技术大学，开班招生了。 任少卿，曾任Momenta联合创始人、蔚来汽车副总裁，07级中科大本硕博（微软亚洲研究院联合培养），ResNet和Faster R-CNN作者。学术高被引超44 万，是全球中国籍学者高被引第一。ResNet也是21世纪全球最高被引论文。获未来科学大奖-数学与计算机科学奖。 招生方向为AGI、世界模型、具身智能、AI4S等。 硕士、博士生都在招。有推免资格的学生，下周一（22日）开启紧急面试。 更多内容 自动驾驶产业和学术最新咨询，欢迎加入自动驾驶之心知识星球，国内最大的自驾社区平台。 ...

Core Viewpoint - Ren Shaoqing, a prominent figure in AI and computer vision, is starting a recruitment program at his alma mater, the University of Science and Technology of China, focusing on advanced topics in AI such as AGI, world models, embodied intelligence, and AI for Science [1][2]. Group 1: Recruitment Details - The recruitment is open for both master's and doctoral students, with emergency interviews starting on the upcoming Monday for students with recommendation qualifications [3]. - Interested students can send their resumes to Ren Shaoqing's email for inquiries regarding the application process and interview details [16]. Group 2: Background of Ren Shaoqing - Ren Shaoqing is an expert in computer vision and autonomous driving, having graduated from the University of Science and Technology of China and obtained a joint PhD with Microsoft Research Asia [4][5]. - He has been recognized as one of the most influential scholars in AI, ranking 10th in the AI 2000 list, and received the Future Science Prize in Mathematics and Computer Science in 2023 [6]. Group 3: Contributions to AI - Ren is a co-author of ResNet, a groundbreaking work in deep learning that addresses the vanishing gradient problem, significantly impacting fields requiring high perception capabilities like computer vision and autonomous driving [7]. - ResNet has received over 290,000 citations and won the Best Paper Award at CVPR 2016 [8]. - He also contributed to Faster R-CNN, an efficient two-stage object detection algorithm that balances speed and accuracy [10]. Group 4: Role in NIO - After completing his PhD, Ren co-founded Momenta and later joined NIO, where he played a key role in developing autonomous driving algorithms and leading the smart driving R&D team [13]. - At NIO, he developed the NIO World Model (NWM), which integrates spatiotemporal cognition and generative capabilities, allowing for high-fidelity scene reconstruction and long-term scenario simulation [14][15].

Core Insights - The Chinese government has issued an opinion to accelerate the implementation of "Artificial Intelligence +" actions, emphasizing the need for new research paradigms driven by AI to enhance scientific discoveries [1] - Beijing is positioned as a leader in AI4S (AI for Science), leveraging its rich educational, technological, and talent resources to foster innovation and industrial transformation [1][5] - The establishment of the Beijing Institute of Scientific Intelligence marks a significant step in integrating AI with scientific research, aiming to create a new research paradigm and infrastructure [3][9] Group 1: AI4S Development and Impact - AI4S is recognized globally as a new paradigm that enhances scientific research efficiency and effectiveness, moving from theoretical concepts to practical applications [2][6] - The DeepFlame Rocket software exemplifies the transition from research to commercial applications in aerospace, significantly reducing simulation times and costs in rocket engine development [4][5] - Beijing has produced significant original achievements in AI4S, including a large atomic model and a new generation of research knowledge databases, contributing to the emergence of innovative companies [5][9] Group 2: Infrastructure and Ecosystem - The Bol Research Space Station serves as a foundational infrastructure for AI4S, addressing key challenges in literature management, interdisciplinary knowledge discovery, and experimental calculations [7][8] - The establishment of a collaborative ecosystem involving over 30 organizations in the OpenLAM project aims to enhance micro-scale design in various industries, including materials and pharmaceuticals [10][11] - The "Action Plan" outlines a roadmap for developing AI4S in Beijing, targeting the establishment of high-quality scientific databases and a competitive industrial cluster by 2027 [12][13] Group 3: Future Directions - The focus on breaking down disciplinary boundaries and enhancing collaboration between research and industry is expected to drive original innovations and improve research efficiency [6][10] - The ongoing development of large atomic models and other AI-driven tools is anticipated to revolutionize traditional research methodologies and accelerate the pace of scientific discovery [11][12] - Beijing's strategic initiatives aim to solidify its position as a hub for scientific intelligence, fostering an open and collaborative innovation ecosystem [13]

Core Viewpoint - The article discusses the integration of artificial intelligence (AI) into scientific research, highlighting Beijing's role as a leader in this transformation through the AI for Science (AI4S) initiative, which aims to enhance research efficiency and innovation [1][2][6]. Group 1: AI4S Development and Impact - AI4S is recognized as a new paradigm that accelerates scientific research, moving from theoretical concepts to practical applications, with a global consensus on its importance [2][4]. - The establishment of the Beijing Scientific Intelligence Research Institute in 2021 marks a significant step in combining AI with scientific research, aiming to create a new research infrastructure [3][5]. - The DeepFlame Rocket software exemplifies the transition from research to commercial applications in AI4S, significantly reducing the time and cost of rocket engine development [4][5]. Group 2: Infrastructure and Ecosystem - Beijing has developed a comprehensive innovation and industrial chain in AI, producing significant original achievements such as a large atomic model covering over 90 elements and a new generation of research knowledge databases [5][9]. - The "Bohler Research Space Station" serves as a foundational infrastructure for AI4S, providing tools for literature management, interdisciplinary knowledge discovery, and experimental calculations [7][8]. - The OpenLAM project aims to create a large atomic model to facilitate micro-scale design in various industries, demonstrating the collaborative efforts in building research infrastructure [10][11]. Group 3: Future Plans and Goals - The "Action Plan" outlines Beijing's strategy to establish a scientific foundation model and high-quality scientific databases by 2027, targeting over 10 million users and fostering an open-source ecosystem [12][13]. - The plan emphasizes the importance of collaboration among research institutions and enterprises to enhance the AI4S innovation ecosystem and drive significant scientific advancements [12][13].

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].

Core Insights - The company Daoshi Technology (300409) has indicated that its investee company, Chip Pei Sen, is developing atomic computing chips and servers that can be applied in material research, facilitating a shift from traditional trial-and-error methods to AI4S, which is expected to enhance research efficiency and reduce costs [1] Group 1 - The atomic computing chips and servers are aimed at improving material research [1] - The transition to AI4S is anticipated to decrease the frequency of "wet experiments" [1] - Enhanced research efficiency and cost reduction are key benefits of this technology [1]

Investment Rating - The report maintains a rating of "Increase" for the industry [4] Core Insights - The basic chemical sector is experiencing a configuration opportunity, with the index declining by 59.5% from a peak of 9565.18 points in September 2021 to a low of 3876.11 points in February 2024 [1] - The construction project growth rate in the chemical industry has turned negative at -7.3% by Q1 2025, indicating a slowdown [1] - The basic chemical index saw a cumulative increase of 12.6% from July 11 to August 22, 2024, while the petroleum and petrochemical index rose by 5.6% during the same period [1] - Institutional holdings in the basic chemical sector peaked in Q3 2021 at 6.69%, but have since declined to 3.72% by Q2 2025 [1] Summary by Sections AI for Science and Material Development - The report emphasizes the importance of AI for Science (AI4S) in revolutionizing material development, particularly through the use of molecular dynamics (MD) and density functional theory (DFT) [2] - The development of algorithm chip-based atomic-level computing APU chips by Dao Technology is highlighted, which significantly improves computational power and reduces energy consumption [2] - Dao Technology's subsidiary, Hexi, is building an AI4S intelligent computing center to support material research [2] Investment Opportunities in AI4S - AI4S is rapidly penetrating the pharmaceutical and chemical industries, with 41 license-out transactions in the Chinese innovative drug sector in Q1 2025, totaling $36.929 billion [3] - AI is expected to replace traditional drug development processes, significantly speeding up research and reducing costs [3] - The report identifies potential investment opportunities in AI4S-related materials, including perovskite, solid-state batteries, semiconductor materials, and more [3] Key Stocks - The report lists key stocks with a "Buy" rating, including Dongyangguang, Jingtai Holdings, Zhongyan Dadi, and Weixing Chemical, with projected earnings per share (EPS) and price-to-earnings (PE) ratios provided for 2024 to 2027 [7]

Market Overview - Global trade optimism boosts investor confidence, with US July CPI data reinforcing expectations for a Fed rate cut in September. Risk assets see significant inflows, with the Nasdaq and S&P 500 both rising over 1% to reach historical highs. The Russell 2000 index surged by 3% [1] - After the earnings report, "stablecoin first stock" Circle initially rose over 15% but later fell back, closing with a gain of over 1%. The stock dropped more than 6% in after-hours trading following news of a stock issuance. Another US IPO stock, CoreWeave, fell over 10% post-earnings [1] - US July CPI rose 2.7% year-on-year, lower than expected, while core CPI growth reached its highest level since February [7][21] Company Highlights - Circle reported a 53% year-on-year increase in Q2 revenue, with USDC circulation up 90% year-on-year. However, the company faced a net loss of $482 million due to high IPO costs [25] - CoreWeave's Q2 revenue doubled year-on-year, but the profit side was disappointing, leading to a post-earnings drop of over 10%. The company raised its full-year guidance, but Q3 revenue guidance was lower than analysts' expectations [25] - Tencent Music's Q2 revenue grew by 17.9% year-on-year, with net profit increasing by 43.2%. Online music service revenue reached 6.85 billion yuan, up 26.4% year-on-year [31] Industry Insights - The AI sector is experiencing rapid iteration, with significant advancements in humanoid robotics noted. However, achieving general capabilities akin to "ChatGPT moments" is still estimated to be 2-3 years away due to data accumulation and model training challenges [28] - The liquid cooling market is expected to see accelerated growth as a necessary infrastructure for AI, with domestic manufacturers poised to capitalize on supply chain opportunities [39] - The paper industry is witnessing price increases due to rising costs of raw materials, with expectations for sustained price growth in the pulp and paper supply chain [39]

Investment Rating - The report maintains a "Buy" rating for key stocks in the basic chemical sector, including Dongyangguang, Jingtai Holdings, Zhongyan Dadi, and Weixing Chemical [4]. Core Insights - The basic chemical sector is experiencing a configuration opportunity, with the index declining from a peak of 9565.18 points in September 2021 to a low of 3876.11 points in February 2024, representing a cumulative drop of 59.5% [1]. - The construction project growth rate in the chemical industry has been continuously declining, with a forecasted negative growth rate of -7.3% by Q1 2025 [1]. - The basic chemical index saw a cumulative increase of 5.9% from July 11 to August 8, 2024, while the petroleum and petrochemical index increased by 2.5% during the same period [1]. - Institutional holdings in the basic chemical sector peaked in Q3 2021 at 6.69%, but have since declined to 3.72% by Q2 2025 [1]. Summary by Sections Solid-State Battery Materials - Solid-state batteries are expected to significantly enhance energy density, with potential to exceed 500 Wh/kg, compared to traditional lithium-ion batteries which struggle to surpass 300 Wh/kg [2]. - The report highlights the importance of solid-state battery materials, including polymer, oxide, and sulfide types, with a focus on sulfide materials for future full solid-state batteries [2]. - Companies to watch in this sector include Daoshi Technology and Changyang Technology, as they are positioned to benefit from the anticipated industrialization of solid-state batteries starting in 2026 [2]. AI4S and AI Materials Investment Opportunities - AI4S is rapidly penetrating the pharmaceutical and chemical industries, with significant growth in innovative drug licensing transactions reaching 41 deals worth $36.929 billion in Q1 2025 [3]. - AI technologies are expected to replace traditional drug development processes, enhancing efficiency and reducing costs [3]. - The report identifies key players in AI4S, including Jingtai Holdings and Zhizhi New Materials, as well as suppliers of AI-specific hardware and materials [3].