According to the China Galaxy Securities research report, under the impact of DeepSeek, the combination of &#34;low cost + open source route&#34; lowers the application threshold, and the AI industry chain is expected to accelerate development. High-end chemical new material production companies are likely to benefit from both the growth in terminal demand and the accelerated process of domestic substitution. Additionally, chemical companies that are the first to deeply integrate with AI will also benefit.
<h2>The main points of China Galaxy Securities are as follows:</h2>
The AI wave is accelerating, bringing opportunities and changes to the chemical industry.
Recently, DeepSeek has broken the long-standing path dependence of the global AI industry on &#34;computing power,&#34; and the combination of &#34;low cost + open source route&#34; has greatly lowered the application threshold for AI, which is expected to stimulate a wave of AI innovation across society and accelerate the popularization and application of AI in various industries. The firm believes that the AI shockwave triggered by DeepSeek will mainly impact the chemical industry in the following two aspects. First, the accelerated development of the AI industry will generate demand momentum for high-end chemical new materials and speed up the domestic substitution of related materials. Second, AI will empower the entire chemical industry chain, enhancing operational efficiency at all stages, especially in R&amp;D and operations.
AI accelerates domestic substitution of high-end chemical new materials.
Although the chemical industry is not the initial R&amp;D 主体 of AI technology, high-end chemical new material companies can provide key raw material support for equipment in the computing power and application segments of the AI industry chain. AI computing power segment: 1) Coolants: AI technology drives computing power upgrades and triggers a wave of data center construction, with fluorinated liquids being ideal for immersion liquid cooling systems, effectively reducing energy consumption of data center cooling systems, and having broad application prospects under the &#34;dual carbon&#34; background. 2) PPO: The growth of AI computing power combined with PCIe 5.0 upgrades drives an increase in high-frequency PCB demand, thereby enhancing the demand for high-performance resins. PPO, as one of the mainstream resins for high-frequency and high-speed copper-clad laminates, is expected to benefit significantly.
AI application segment: 1) PEEK: PEEK has excellent specific strength, dielectric constant, and chemical resistance, making it a key solution for lightweight humanoid robots. GGI expects global humanoid robot sales to reach 605,700 units by 2030, corresponding to a CAGR of 92.51% from 2024 to 2030, and the increase in humanoid robot production and sales is expected to open up demand growth for PEEK. 2) COC/COP: COC/COP has significant advantages such as low birefringence, excellent heat resistance, and ultra-low water absorption, serving as AR/VR optical lenses that effectively achieve lightweight and provide beneficial optical performance for AR/VR devices. With the rapid development of AR/VR and breakthroughs in domestic COC/COP industrialization, the domestic substitution space for COC/COP is expected to gradually open up. 3) PI: AI technology is expected to accelerate the upgrade and replacement of consumer electronics and lead to the high-end and diversified development of PI films. Domestic companies are accelerating independent R&amp;D to break the overseas monopoly on high-performance PI films, making domestic substitution timely.
AI empowers leapfrog development in the chemical industry.
In recent years, to break through bottlenecks and achieve high-quality development, chemical companies have actively seized new windows and opportunities for AI technology development, integrating AI technology into innovation R&amp;D, production, and operations
In terms of innovative research and development, the integration of AI technology has triggered a transformation in the paradigm of basic chemical research from the traditional &#34;experiment-theory-practice&#34; model to a &#34;data-model-practice&#34; model, which helps significantly shorten product development cycles, reduce R&amp;D costs, and accelerate the industrialization of new materials. In terms of production operations, AI technology facilitates the intelligent transformation and upgrading of chemical plants across multiple dimensions, including intelligent control, intelligent production, and intelligent operations, effectively assisting chemical enterprises in optimizing resource allocation, improving production efficiency, and enhancing safety operational capabilities. AI technology has gradually changed the research and development, production methods, and industrial forms in the chemical industry, laying a solid foundation for enhancing independent innovation capabilities, optimizing industrial structure layout, and achieving safe, green, and high-quality development. In the long run, the application prospects of AI technology in the chemical industry are broad, and leading enterprises in various sub-sectors are expected to play a leading demonstration role, further consolidating their influence and competitiveness in the industrial transformation.
Risk Warning
Risks of significant increases in raw material prices, risks of downstream demand falling short of expectations, risks of project production not meeting expectations, and risks of intensified international trade frictions, etc

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China Galaxy Securities released a research report stating that the low cost and open-source approach of AI technology will lower the application threshold and promote the domestic substitution process of high-end chemical new materials. The accelerated development of the AI industry chain will drive the demand growth for high-end chemical new materials, especially chemical companies that are deeply integrated with AI will benefit. The report emphasizes that AI will enhance the operational efficiency of the entire chemical industry chain, particularly in the R&D and operational segments

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China Galaxy Securities: AI Accelerates the Domestic Substitution of High-end Chemical New Materials