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石化化工行业AI+进展跟踪之二:七彩化学与幻量科技共建AI实验室,AI+落地夯实企业Alpha实力
EBSCN· 2026-02-03 05:14
2026 年 2 月 3 日 行业研究 七彩化学与幻量科技共建 AI 实验室,"AI+"落地夯实企业 Alpha 实力 ——石化化工行业"AI+"进展跟踪之二 要点 事件: 2 月 2 日,幻量科技(Deepverse)在其官方公众号发布文章表示,在七 彩化学战略入股的基础上,近日双方进一步签署协议,共建 AI 智能化实验室。 七彩化学与幻量科技联合共建,通过 AI 技术赋能高性能材料研发。七彩化学作 为国内高性能有机颜料的龙头企业,近年来基于自身核心工艺生产技术积极向高 端新材料领域延伸,重点布局了包括 MXD6 特种尼龙和 PPDI 型聚氨酯弹性体等 在内的化工新材料品种。此类材料工艺相对复杂、工艺壁垒较高。而幻量科技则 以材料信息学为背景,结合人工智能、计算物理、高通量实验等前沿科技,融合 跨领域数据,进行正向预测与反向设计,加速新材料研发技术的产业落地。此次 双方共建 AI 智能化实验室,并非在于单点成果的技术攻关,而是指向建立一套 可长期运行的研发协同机制。依托幻量科技在 AI 算法、高通量计算及材料数据 库方面的技术积累,结合七彩化学在颜料及新材料领域的产业数据与生产场景, 双方将共同探索 AI ...
【光大研究每日速递】20250707
光大证券研究· 2025-07-06 13:24
Group 1 - The market shows a significant small-cap style, with the PB-ROE combination performing well, indicating a preference for smaller companies in the current market environment [3] - The convertible bond market has recorded substantial gains for two consecutive weeks, with the China Convertible Bond Index increasing by 1.2% this week, outperforming the broader market [4] - The REITs market has seen a total of 68 public REITs with a combined issuance scale of 177.06 billion, and the secondary market price experienced a return rate of 1.95% in June [5] Group 2 - The copper market is experiencing tightness, with June electrolytic copper production decreasing by 0.3% month-on-month but increasing by 13% year-on-year, indicating ongoing demand pressures [6] - The MXD6 nylon exhibits high gas barrier properties and rigidity, with significant potential for application in food packaging and automotive sectors as domestic manufacturers ramp up production [7] - The coal sector is witnessing a recovery in prices due to seasonal demand and regulatory measures aimed at reducing low-price competition, suggesting a potential bottoming out of coal prices [8] Group 3 - Tesla's global delivery volume in Q2 2025 has shown a recovery, while domestic new energy vehicle brands like Xiaomi and Xpeng are adjusting strategies to enhance market competitiveness [9]