AI材料模型技术正掀起新材料研发的革命浪潮。在苏州就有这样一家企业，一成立便被市场明星机构关注着。 彼时，中科创星表示，材科源图的AI材料模型技术具有广阔的市场前景，有望为新材料行业带来革命性变革。 广州亿合则认为，此次投资将支持材科源图进一步扩大研发团队，加速产品落地。 1月27日，材科源图再次完成数千万人民币天使+轮融资。 1月27日，苏州材科源图科技有限公司（下称"材科源图"）宣布完成数千万人民币天使+轮融资。 这已是其短短三个月内第二次完成天使轮融资。 材科源图成立于2025年4月21日，是一家以"数据×智能双驱动的材料开发平台"为核心的科技企业， 聚焦催化材料和能源材料领域，重点针对固态 电池、光伏、氢能等高价值产业为企业客户提供基于AI技术的材料研发服务。 核心创始团队具有AI4M（AI for Materials）全球头部科研经验+成功创业经历+产业经验。 去年10月29日，材科源图宣布完成首笔天使轮投资，投资方为中科创星、广州亿合。 此前，材科源图曾公开表示，天使轮融资将重点用于核心技术研发，包括数据库扩建、模型开发、高通量平台搭建，以及应用场景的商业化落 地。 通过这些投入，公司将巩固在"A ...

2026年1月8日，在科睿唯安（Clarivate）最新发布的ESI（Essential Science Indicators，基本科学指标数据库）数据中，西交利物浦大学材料科学学科首次 进入ESI全球前1%。继2025年11月化学学科入选后，西浦在短时间内再迎一项学科影响力突破。 ESI由科睿唯安公司基于Web of Science核心合集数据建立，对全球机构与学科近十年的论文被引影响力进行统计分析，覆盖22个学科领域。本次ESI数据 统计时间跨度为2015年1月至2025年10月。 随着材料科学的入选，截至目前，西交利物浦大学已有工程学、环境与生态学、计算机科学、经济与商业、社会科学总论、化学、材料科学共计七个学科 进入ESI全球前1%行列。其中，首次进入榜单的材料科学学科在十年间共发表论文430篇，总被引频次8979次。 | Results List | | | Report View by Selection | | | | Customize | | --- | --- | --- | --- | --- | --- | --- | --- | | Research Fields | > | Tot ...

Core Insights - Suzhou Material Science Technology Co., Ltd. (referred to as "Material Science") has recently completed a multi-million yuan angel round financing led by Zhongke Chuangxing, with Yuanhe Holdings and Yihe Capital participating [1][2] Group 1: Company Overview - Material Science is a technology company focused on a "data × intelligent dual-driven material development platform" [1] - The company is located in Suzhou, China, and has established a research and development center in collaboration with the Gusu Laboratory, attracting top interdisciplinary talents in materials science and artificial intelligence [1] - Material Science aims to provide revolutionary solutions for the global industrial sector, accelerating the research and development of energy materials technology and promoting the intelligent and digital transformation of the materials industry [1] Group 2: Financing Purpose - The recent financing will primarily be used for core technology research and development, including database expansion, model development, high-throughput platform construction, and commercialization of application scenarios [2] - These investments are intended to solidify the company's leading position in the "AI for Materials" field, enhance material research efficiency, and reduce trial-and-error costs [2] Group 3: Investment Rationale - The investment in Material Science is based on its innovative "data × intelligent dual-driven material development platform," which integrates a high-fidelity material database, physical and chemical theoretical model constraints, large language models, and high-throughput synthesis technology [3] - This platform has reportedly increased material research efficiency by over 100 times, shifting material development from traditional trial-and-error experiments to an AI-driven intelligent design paradigm [3] - The company's top-tier team and clear commercialization path are also significant factors attracting investment [3] Group 4: Investment Perspective - The current government has introduced a series of policies to support entrepreneurial investment, with relevant departments actively promoting policy implementation [4] - From the perspective of venture capital managers, the technological innovation and market potential of Material Science have been fully recognized, and investing in this project is expected to yield considerable returns [4] - The entrepreneurial spirit demonstrated by Material Science and the broad prospects of its sector are commendable, with hopes for mutual benefits in this round of financing [4]

Core Insights - Suzhou Caikuyuan Technology Co., Ltd. has recently completed an angel round financing of several tens of millions, led by Zhongke Chuangxing, with participation from Yuanhe Holdings and Yihe Capital [1] - The financing will focus on core technology development, including database expansion, model development, high-throughput platform construction, and commercialization of application scenarios, further solidifying the company's leading position in the "AI for Materials" sector [1] Group 1 - Zhongke Chuangxing, as a leading institution focusing on "small, early, long-term, and hard technology investments," recognizes Caikuyuan's innovative "data × intelligence dual-driven material development platform" [1] - The company integrates high-fidelity material databases, physical and chemical theoretical model constraints, large language models, and high-throughput synthesis technology to enhance the efficiency of advanced functional material research and development by over 100 times [1] - This shift promotes a transition from traditional "trial-and-error" experiments to an "AI-driven" intelligent design paradigm in material research [1] Group 2 - In its early establishment, Caikuyuan adopted a "Yugong Yishan" spirit, investing over 100 domain experts over seven years to focus on more than ten key energy material areas [3] - The company has built a million-level real material database through systematic annotation, mining, and cleaning, combined with over 120 self-developed physical models [3] - Caikuyuan has developed a fully automated intelligent material research and development platform, significantly shortening the R&D cycle of advanced functional materials and reducing trial-and-error costs [3] Group 3 - The company has established four core business areas: material production process optimization, custom new material R&D, exclusive database construction, and AI editing assistance [3] - Future plans include deepening the layout in energy materials and gradually developing intelligent material R&D platforms across various fields [3] - The goal is to create a "material bank" in the energy sector, leading the intelligent transformation of the materials industry and ushering in a "smart era" for global material research and development [3]

Core Insights - Suzhou Material Science Technology Co., Ltd. (referred to as "Material Science") has recently completed an angel round financing of several tens of millions, led by Zhongke Chuangxing, with participation from Yuanhe Holdings and Yihe Capital [1] - The financing will focus on core technology development, including database expansion, model development, high-throughput platform construction, and commercialization of application scenarios, further consolidating the company's leading position in the "AI for Materials" field [1] Group 1 - Material Science has created a "data × intelligence dual-driven material development platform" that integrates a high-fidelity material database, physical and chemical theoretical model constraints, large language models, and high-throughput synthesis technology, achieving over a hundredfold increase in material research efficiency [1][3] - The company has established a comprehensive intelligent material research and development platform that significantly shortens the research cycle of advanced functional materials and reduces trial-and-error costs, providing efficient solutions to overcome industrial bottlenecks [3] - Material Science has identified four core business areas: optimization of material production processes, customized new material research and development, exclusive database construction, and AI editing assistance [3] Group 2 - The company is located in Suzhou, China, and has established a research and development center in collaboration with the Gusu Laboratory, assembling a top interdisciplinary team in materials science and artificial intelligence [4] - Material Science aims to provide revolutionary solutions for the global industrial sector, accelerating the research and industrial application of energy materials, and leading the materials industry into an era of intelligence and digitization [4]

Investment Rating - The report gives a "Strong Buy" rating for the company [6][7]. Core Insights - The company leverages quantum physics, artificial intelligence, and automation to drive drug and material research, establishing a data-driven technological barrier and gaining recognition from multinational pharmaceutical companies [1][6]. - The company has shown significant revenue growth, with a projected revenue of 2.66 billion RMB in 2024, a 53% year-on-year increase, and a remarkable 404% growth in the first half of 2025 [6][20]. - The company has secured a pipeline cooperation order worth 5.99 billion USD with DoveTree, indicating strong commercial potential [6][20]. Summary by Sections Company Overview - The company was founded in 2015, focusing on drug discovery and material design using quantum physics and AI technologies [11][12]. - It has established long-term strategic partnerships with major pharmaceutical companies, including Pfizer [12][18]. Industry Development - The AI for Science sector is expected to grow significantly, with applications across various high-tech fields, including drug discovery and materials science [25][28]. - The global AI solutions market is projected to grow from 139.5 billion USD in 2022 to 1,414.2 billion USD by 2030, with a CAGR of 33.5% [31][32]. Main Business Analysis - The company’s core business includes AI-driven drug discovery and intelligent automation solutions, with a focus on small molecules and new materials [19][20]. - The revenue from drug discovery solutions is expected to grow significantly, with a 615% increase in the first half of 2025 compared to the previous year [6][20]. Financial Forecast - The company anticipates revenues of 7.86 billion RMB in 2025, 9.75 billion RMB in 2026, and 14.07 billion RMB in 2027, with adjusted net profits gradually improving [6][8].

Core Viewpoint - The new materials industry is crucial for supporting modern industrial systems and fostering new productive forces, with significant strategic importance for China's high-level technological self-reliance and manufacturing strength [2]. Group 1: Industry Background and Development Situation - During the 14th Five-Year Plan, China's new materials industry saw continuous growth, with total output value exceeding 8.2 trillion yuan and an average annual growth rate of over 12% [4]. - Achievements include breakthroughs in ultra-high-strength steel, high-performance carbon fiber, semiconductor silicon wafers, and key materials for lithium-ion batteries [4]. - Challenges remain in high-end materials and the need for improved self-sufficiency in core processes and equipment [4]. Group 2: Overall Requirements - The guiding ideology emphasizes innovation-driven development, demand-oriented approaches, and green low-carbon principles [7]. - Key principles include self-reliance through innovation, application-driven demand, and collaboration among enterprises [9]. Group 3: Development Goals (by 2030) - Strategic material security capabilities should exceed 80%, with a focus on achieving global leadership in frontier new materials [11]. - The goal is to cultivate internationally competitive new materials enterprises and establish over 20 distinctive industrial clusters [11]. Group 4: Key Development Directions - Advanced basic materials include ultra-high-strength automotive steel and high-performance aluminum alloys [13]. - Key strategic materials focus on high-temperature alloys and advanced semiconductor materials [14][15]. - Frontier new materials include low-dimensional and intelligent materials, quantum information materials, and bio-based sustainable materials [17][18]. Group 5: Key Tasks and Major Projects - Focus on urgent new materials needed in key application areas such as aerospace, new energy vehicles, and electronic information [21]. - Specific targets include developing high-performance carbon fiber composites and high-energy-density battery materials [22][26]. Group 6: Collaborative Innovation System - Establish a collaborative innovation system centered on enterprises, integrating industry, academia, and research [45]. - Encourage leading enterprises to form innovation alliances with universities and research institutions [46]. Group 7: Market Cultivation for Key New Materials - Implement insurance compensation mechanisms for the first application of key new materials to reduce user risks [50]. - Establish a project library for demonstration projects to showcase the advantages of new materials in practical applications [50]. Group 8: Breakthroughs in Key Processes and Equipment - Focus on overcoming bottlenecks in key processes and specialized equipment for new materials production [55]. - Develop advanced manufacturing technologies such as additive manufacturing and automated composite material forming processes [56]. Group 9: Standard System Improvement - Construct a comprehensive standard system covering the entire new materials industry chain to ensure quality and consistency [60]. - Develop over 500 key new materials standards, including international standard proposals [62]. Group 10: "Internet Plus" New Materials Action - Promote the integration of new information technologies with the new materials industry to enhance operational efficiency [64]. - Establish national-level industry internet platforms to facilitate real-time information sharing across the supply chain [66].

Summary of Zhite New Materials Conference Call Company Overview - Zhite New Materials is actively positioning itself in quantum technology to empower AI for Science, focusing on new material research with applications across various sectors including chemicals, energy, automotive, construction materials, and pharmaceuticals. The market size is expected to reach hundreds of billions or even trillions of dollars [2][4][19]. Core Business Performance - In Q1 2025, the company reported revenue of 560 million yuan, a year-on-year increase of 24%, with a profit of approximately 25 million yuan, reversing a loss of 40 million yuan from the previous year. The profit for Q2 2025 is expected to be between 40 million to 50 million yuan, with an annual profit forecast nearing 200 million yuan, representing over 100% year-on-year growth [2][7][26]. - The company’s aluminum template business is positioned at the forefront of construction engineering, with potential for performance and valuation recovery if the real estate market shows signs of improvement [2][9]. New Business Development - The new business primarily involves quantum technology-enabled AI for science, which allows for molecular-level calculations to design materials. This method offers greater flexibility and potential compared to traditional material development methods [4][17]. - The company has set ambitious overseas revenue targets of 5 billion yuan in 2024 and 1.5 billion yuan in 2026, with strategic partnerships established in the Middle East to build production bases [4][23]. Market Position and Valuation - Zhite New Materials has a market capitalization of 5.2 billion yuan, with a projected PE ratio of 26 for 2025 and 17 for 2026, indicating that the company is undervalued given its growth potential [3][19]. - The company is considered rare in the domestic market for its focus on AI for Materials, particularly using quantum computing, with no direct competitors in the A-share market [6][19]. Industry Challenges and Outlook - The construction materials industry is facing challenges due to a downturn in real estate and infrastructure, but 2025 is anticipated to be a turning point for recovery, particularly for the aluminum template business in first and second-tier cities [21][24]. - The company has been expanding its overseas projects since 2014, and with the recent focus on international markets, it expects significant growth in overseas revenue [22][23]. Future Expectations - The company is optimistic about its future performance, with aggressive profit targets of 200 million yuan for 2025 and 300 million yuan for 2026, reflecting strong confidence despite current market pressures [26][28]. - The integration of AI for Science with quantum computing is seen as a critical direction for future research, with significant potential for innovation and market impact [14][17]. Additional Insights - Recent stock price adjustments were attributed to market factors and concerns over equity dilution, but these do not fundamentally alter the company's growth trajectory [10][29]. - The company has successfully developed a super-insulating material, significantly reducing the research and development cycle from ten years to under one year, showcasing the effectiveness of its new business model [18][27].