摘要 欲弯道超车 11月24日，美国总统特朗普签署行政令，启动Genesis Mission，由能源部牵头、17家国家实验室参与，建设覆盖AI、量子计算、先进实验装置与 联邦科研数据的"国家级发现平台"，明确将AI4S提升至国家战略层级。 该平台旨在打破数据孤岛，建立一套由"数据、算力、实验"构成的闭环系统： 数据层： 汇聚联邦政府数十年来积累的涉密及专有科研数据，构建高质量科学基座模型，以解决AI缺乏高质量训练数据的痛点。 算力层 ：深度捆绑科技巨头：NVIDIA、AMD、Microsoft、Google、AWS等有望提供GPU、云平台和工程团队。 行政令设定了激进的时间表： 60天内， 能源部须提交不少于20个"国家级挑战"清单，覆盖先进核能、电网现代化、关键材料、半导体、高端制造等； 90天内： 完成全美联邦算力与数据资源的彻底清查。 9个月内 拿出完整实施方案和预算路径，定义平台架构、数据接入规则、对产业和高校的开放方式。 对能源与材料，官方已点出几条主线： 1，利用AI与高性能计算加速聚变与先进核能研究，包括堆型设计、燃料和结构材料开发等； 2，在"电网现代化"框架下，用AI优化电网运行与规划，提升 ...

About Us 我们是一个对 AI 和 foundation model 痴迷的团队。 2022 年秋，我们在硅谷看到了 AI 的火苗，从此只专注研究 AI。 专注研究和投资 AI，让我们取得了还不错的成绩。我们在管 AUM 超过 15 亿美金，有 5 亿美元在投的长 线基金，一二级联动，有足够的子弹抓住 AI 机会。 我们过去投资并见证了 6 家 portfolio 从数十亿，数 百亿美金，成长为千亿美金公司——这也是拾象的寓意，只研究全球最重要的技术变化，投资有大象级 潜力的公司。 我们有数位千亿美金业务的 CEO / leadership 提供洞察，帮 portfolio 做好 AI 和全球化。 我们通过海外独角兽和 AI 讨论社群，持续讨论重要问题，帮助和影响了中美两地的华人创业者，也在 AI 从业者中获取了一些宝贵的信任。 现在，我们希望邀请你加入，一起做 全球 AI 投资，一起捕捉大机会，成为 AI 领域的最佳投手 。我们是 一个年轻（平均年龄不到 30 岁）、扁平、高人才密度的团队，推崇 high-trust，low-ego，团队内信息极 度透明，讨论氛围热烈。 我们尤其喜欢的特质是：对 AI ...

Core Viewpoint - The article discusses how Yibin is positioning itself as a hub for advanced technologies such as all-solid-state batteries, AI for Science (AI4S), and embodied intelligence, aiming to create a sustainable ecosystem for innovation and industrial evolution [7][8][87]. Group 1: Technological Advancements - All-solid-state batteries signify a transition from liquid to solid energy systems, enhancing safety and energy density, and supporting comprehensive electrification [9][10]. - AI4S combines first-principles reasoning with deep learning to accelerate scientific discovery, particularly in complex fields like drug screening and new material generation [11][12][13]. - Embodied intelligence represents a critical transition for AI, moving from theoretical language models to practical applications in the physical world, addressing uncertainties and feedback [14][15][16]. Group 2: Yibin's Industrial Strategy - Yibin has established a complete industrial chain for power batteries, leveraging local resources and green electricity to enhance supply chain efficiency [21][22][29]. - The city is not creating a new industrial zone but is instead integrating existing resources to facilitate the next wave of technological evolution [23][24]. - Yibin's approach involves reusing materials and data from the 1.0 era to feed into the 2.0 technological advancements, creating a feedback loop for continuous improvement [25][28]. Group 3: Collaborative Ecosystem - The collaboration between local companies and research institutions is crucial for developing a self-learning system that integrates virtual and physical experimentation [42][43]. - Yibin's strategy includes a multi-route approach to technology development, allowing for parallel advancements in various materials and methods without betting on a single direction [72][75]. - The city is fostering a culture of innovation by allowing enterprises to define real needs and challenges, thus creating a dynamic and responsive industrial environment [68][70]. Group 4: Future Challenges and Opportunities - Yibin faces the challenge of maintaining a continuous cycle of high-quality innovation amidst rapid technological changes [88][92]. - The city is transitioning from being a mere industrial base to becoming an experimental production city, capable of adapting to new technological demands [108][110]. - The focus is on developing a platform that can iterate and adapt, ensuring that Yibin remains relevant in the fast-evolving technological landscape [94][102].

Core Insights - The "ZhiXing Plan - Overseas Recruitment" is a strategic talent recruitment initiative by the Beijing Academy of Artificial Intelligence aimed at attracting and nurturing high-level AI research talent from around the world [2]. Group 1: Program Overview - The "ZhiXing Plan" targets top graduates from global universities, inviting selected candidates for a research visit of six months or more at the Beijing Academy of Artificial Intelligence [2]. - Successful candidates will collaborate with leading international research teams on cutting-edge topics and gain entry into the ZhiYuan talent ecosystem [2]. Group 2: Recruitment Highlights - Exceptional performers during the visit may receive priority for full-time positions at the research institute, including roles such as Principal Investigator (PI), researcher, or postdoctoral fellow [5]. - The program offers access to advanced research topics and supercomputing resources, allowing collaboration with leading researchers in the field [5]. Group 3: Support and Resources - Participants will benefit from long-term academic development and resource support, including entry into the ZhiYuan academic network for ongoing research collaboration and career opportunities [7]. - Comprehensive support services will be provided, including academic mentorship and administrative assistance for both research and daily life [7][8]. Group 4: Target Audience and Research Areas - The recruitment is aimed at Chinese doctoral candidates, postdoctoral researchers, and formal research staff from top universities and laboratories [9]. - Research directions include brain-like models, intelligent systems, embodied intelligence, multimodal AI, and AI for Science, with candidates expected to have published at least three first-author papers in top conferences [9]. Group 5: Application Process - Applications are accepted year-round with rolling reviews until positions are filled [11]. - The process includes academic evaluation, interviews, and formal invitations for successful candidates [10]. Group 6: Vision and Goals - The "ZhiXing Plan - Overseas Recruitment" is positioned as a starting point for integrating into China's leading AI research platform, aiming to conduct globally impactful research and build long-term collaborative relationships [12].

Core Viewpoint - The article discusses the launch of SES AI's battery-specific AI4S solution, "Molecular Universe 1.0" (MU-1.0), which aims to revolutionize battery material research by significantly reducing the time required for performance validation from years to minutes through advanced predictive capabilities [3][6][8]. Group 1: Battery Performance Requirements - The electricization wave is creating diverse performance demands across various end products, from AI glasses with a 4-hour battery life to humanoid robots and electric engineering machinery requiring up to 6000 cycles [2]. - Battery performance has become a competitive focus across emerging industries, including consumer electronics, robotics, and heavy machinery [3]. Group 2: MU-1.0 Features and Innovations - MU-1.0 is regarded as SES AI's most comprehensive solution to date, with a key update in the Predict module that establishes a correlation between molecular materials and battery performance [4]. - The solution allows users to replace unknown molecules in a selected battery chemistry and observe their impact on cycle life, enabling predictions even for entirely unknown chemical systems based on early cycle life data [5]. - The development process for performance validation is expected to shift from a multi-year cycle of design, testing, and verification to a computational simulation that takes only minutes, greatly enhancing research efficiency [6]. Group 3: Additional Modules and Applications - MU-1.0 integrates several modules, including intelligent Q&A, a comprehensive battery molecular database, molecular search tools, and precise prediction capabilities for electrolyte formulations [11][12]. - The application of "Molecular Universe" spans critical areas such as improving low-temperature cycle life for lithium iron phosphate batteries, enhancing safety and energy density for high-silicon anode lithium-ion batteries, and optimizing voltage stability for lithium cobalt oxide batteries [11][12]. Group 4: Future Developments - More technical details and demonstrations of MU-1.0 will be revealed during its official launch on October 20, 2025 [9].

Core Viewpoint - Ren Shaoqing, a prominent figure in AI and autonomous driving, has returned to his alma mater, the University of Science and Technology of China, to start a new academic program focusing on advanced AI topics [4][6]. Group 1: Background of Ren Shaoqing - Ren Shaoqing is a co-founder of Momenta and former Vice President of NIO, with a strong academic background including a PhD from the University of Science and Technology of China [4]. - He is recognized for his contributions to AI, particularly as the author of ResNet and Faster R-CNN, with over 440,000 citations, making him the most cited Chinese scholar globally [4]. Group 2: Academic Program Details - The new program will focus on areas such as AGI (Artificial General Intelligence), world models, embodied intelligence, and AI for Science [6]. - The program is open for recruitment of master's and doctoral students, with urgent interviews scheduled for students with recommendation qualifications starting next Monday [6].

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].