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第四范式:AI4S赋能化学研发,中国力量引领万亿蓝海(附投资标的)
材料汇· 2025-07-08 15:14
Market Overview - The projected market size for various industries by 2025 includes: Chemical at $58.182 billion, Pharmaceutical at $16.232 billion, New Energy at $23.310 billion, Semiconductor at $7.189 billion, Alloy at $3.349 billion, and Display at $1.955 billion [7] AI Penetration Rates - AI penetration rates in different sectors are expected to increase significantly, with Chemical reaching 3.86%, Pharmaceutical at 7.77%, New Energy at 4.82%, Semiconductor at 15.18%, Alloy at 2.53%, and Display at 7.20% by 2025 [7] Company Profiles - **JingTai Technology**: Founded in 2015, focuses on first-principles computing, AI, and robotics for drug discovery and new materials development, backed by investors like Tencent and Sequoia [10] - **Deep Principle Technology**: Established in 2024, aims to apply AI and quantum chemistry in chemical materials research, focusing on generating target chemical materials and reactions [53] - **Molecular Heart**: Founded in 2022, specializes in protein structure prediction and molecular modeling, with backing from notable investors [10] - **Deep Cloud Intelligence**: Founded in 2020, focuses on AI and automation for new material synthesis, providing digital solutions for the energy sector [43] Investment Trends - Investment in companies like **Hongzhiwei** and **Deep Principle Technology** shows a trend towards funding in AI-driven material research and development, with significant rounds of financing reported [11][25][53] Product and Service Offerings - Companies are offering a range of products including high-throughput material screening systems, AI-driven design platforms, and simulation software for material properties [31][41][45] Collaborations and Partnerships - Collaborations with major institutions and companies such as Huawei, CATL, and various universities highlight the industry's focus on leveraging academic and corporate partnerships for innovation [14][28] Industry Challenges - The industry faces challenges such as high development costs and the need for advanced computational tools to overcome limitations in material design and testing [47][49]