486 lines
32 KiB
HTML
486 lines
32 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>AI for Science (AI4S) 深度行研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(ellipse at 20% 20%, rgba(56, 189, 248, 0.15) 0%, transparent 50%),
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radial-gradient(ellipse at 80% 10%, rgba(139, 92, 246, 0.15) 0%, transparent 50%),
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radial-gradient(ellipse at 60% 80%, rgba(34, 211, 238, 0.15) 0%, transparent 50%);
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overflow-x: hidden;
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background: rgba(15, 23, 42, 0.6); /* slate-900 with opacity */
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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transition: all 0.3s ease;
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transform: translateY(-4px);
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: auto;
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}
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.bento-item {
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border-radius: 1.5rem; /* rounded-3xl */
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padding: 1.5rem; /* p-6 */
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}
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@media (min-width: 1024px) {
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.fui-header {
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text-shadow: 0 0 8px rgba(56, 189, 248, 0.7);
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}
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.highlight-text {
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color: #67e8f9; /* cyan-300 */
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}
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.section-title::before {
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content: ':: ';
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color: #67e8f9;
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font-weight: 700;
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}
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</style>
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</head>
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<body class="text-gray-200">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-sky-300 to-violet-400 fui-header mb-4">
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AI for Science (AI4S) 深度行研报告
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</h1>
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<p class="text-sm text-gray-500">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现
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</p>
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<p class="text-xs text-gray-600 mt-1">
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本报告为AI合成数据，据此投资，风险自担
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</p>
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</header>
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<!-- Section: Concept Event -->
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<section class="mb-16" id="concept-event">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件：从前沿到国家战略</h2>
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<div class="glass-card rounded-3xl p-6">
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<p class="mb-6 text-gray-300">AI for Science (AI4S) 作为科学研究的“第五范式”，其概念热度在近年持续发酵，并在2024年迎来关键性爆发，标志着其从学术探索正式迈向产业化深水区。</p>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.492z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">早期萌芽</time>
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<div class="text-lg font-black">标志性成果涌现</div>
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DeepMind的AlphaFold模型成功预测蛋白质结构，被誉为“诺贝尔奖级成果”，验证了AI在基础科学研究中的颠覆性潜力。市场关注点开始聚焦于“AI药物研发”等具体应用。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.492z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2024年GTC大会</time>
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<div class="text-lg font-black">战略定位提升</div>
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英伟达创始人黄仁勋将大语言模型、具身智能与 <strong class="highlight-text">AI4S 并列为AI三大关键方向</strong>，极大提升了AI4S的战略地位和全球市场认知度。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.492z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">国家“人工智能+”行动</time>
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<div class="text-lg font-black">上升为国家战略</div>
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国务院印发《关于深入实施“人工智能+”行动的意见》，将<strong class="highlight-text">“人工智能+”科学技术（AI4S）置于六大重点领域之首</strong>，从范式渗透、基础设施、产业化落地三维度提出方针。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.492z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">产业化落地</time>
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<div class="text-lg font-black">标杆案例验证</div>
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晶泰科技将<strong class="highlight-text">辉瑞新冠药上市时间缩短六个月</strong>；志特新材通过AI+机器人，<strong class="highlight-text">仅用7个月完成传统需10年的新材料配方筛选</strong>，验证了AI4S在医药和材料领域的颠覆性潜力。
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</div>
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</li>
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</ul>
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</div>
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</section>
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<!-- Section: Core Logic & Market Analysis -->
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<section class="mb-16" id="core-logic">
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<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知</h2>
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<div class="bento-grid">
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<!-- Core Viewpoint -->
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<div class="bento-item glass-card grid-col-span-12">
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<h3 class="text-xl font-bold mb-4 text-sky-300">核心观点摘要</h3>
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<p class="text-gray-300">AI4S正从前沿学术概念迅速转变为具备商业化落地能力的产业趋势。其核心是利用<strong class="highlight-text">“AI大模型 + 自动化实验 + 超级算力”</strong>三位一体的技术架构，重塑研发密集型产业的效率边界。当前，该概念已走过纯粹的主题炒作阶段，进入由医药领域率先验证、新材料等领域接力渗透的<strong class="highlight-text">产业化初期</strong>。未来潜力巨大，但短期商业化进程与市场的高预期之间可能存在差距。</p>
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</div>
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<!-- Drivers -->
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<div class="bento-item glass-card grid-col-span-4">
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<h3 class="text-lg font-bold mb-3 text-violet-300">驱动力 I：技术范式革命</h3>
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<p class="text-sm text-gray-400">AI4S是对传统“试错+经验”研发模式的根本性颠覆，是继经验、理论、计算、数据驱动之后的<strong class="highlight-text">“科学研究第五范式”</strong>。它能构建“假设生成—实验验证—理论迭代”的智能闭环，实现从“知识归纳”到“知识创造”的跃迁。</p>
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</div>
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<div class="bento-item glass-card grid-col-span-4">
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<h3 class="text-lg font-bold mb-3 text-violet-300">驱动力 II：国家级政策强推</h3>
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<p class="text-sm text-gray-400">中美均将AI4S视为抢占未来科技制高点的关键。中国将其置于“人工智能+”行动首位，美国启动<strong class="highlight-text">AI“创世纪计划”</strong>。政策直接驱动超算、智算中心等基础设施建设，为产业发展提供保障。</p>
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</div>
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<div class="bento-item glass-card grid-col-span-4">
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<h3 class="text-lg font-bold mb-3 text-violet-300">驱动力 III：巨大商业价值</h3>
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<p class="text-sm text-gray-400">AI4S可覆盖的下游市场规模近<strong class="highlight-text">11万亿美元</strong>（化工、材料、医药等）。其核心价值在于：加速发现（辉瑞案例）、突破限制（气候模拟提速1000倍）、降低成本（单次实验成本降至50美元）。</p>
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</div>
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<!-- Market Size Chart -->
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<div class="bento-item glass-card grid-col-span-8">
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<h3 class="text-lg font-bold mb-3 text-sky-300">市场空间潜力预测</h3>
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<div id="market-size-chart" style="width: 100%; height: 300px;"></div>
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</div>
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<!-- Perception Gap -->
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<div class="bento-item glass-card grid-col-span-4" x-data="{ tab: 'underestimated' }">
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<h3 class="text-lg font-bold mb-4 text-sky-300">预期差分析</h3>
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<div class="tabs tabs-boxed bg-slate-800/50 mb-4">
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<a class="tab" :class="{ 'tab-active': tab === 'overestimated' }" @click="tab = 'overestimated'">潜在高估</a>
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<a class="tab" :class="{ 'tab-active': tab === 'underestimated' }" @click="tab = 'underestimated'">潜在低估</a>
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</div>
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<div x-show="tab === 'overestimated'" class="text-sm text-gray-400 space-y-2">
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<p><strong class="text-rose-400">商业化速度：</strong>市场普遍认为AI4S正全面铺开，但实则结构性差异巨大。医药领域渗透率已跃升，但新材料领域“在企业的渗透才刚刚开始”。市场可能高估了其在非医药领域短期贡献收入的能力。</p>
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</div>
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<div x-show="tab === 'underestimated'" class="space-y-3 text-sm text-gray-400">
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<p><strong class="text-teal-300">专用算力：</strong>市场关注点多在算法平台，但<strong class="highlight-text">专用芯片APU</strong>在原子级科学计算上性能较传统GPU提升1-2个数量级，是关键基础设施环节，存在预期差。</p>
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<p><strong class="text-teal-300">量子计算协同：</strong>市场视量子计算为遥远未来，但<strong class="highlight-text">“AI4S（原子尺度）+量子计算（电子尺度）”</strong>被视为“未来范式”，已有企业前瞻布局，其长期颠覆性或被低估。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Section: Catalysts & Path Forward -->
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<section class="mb-16" id="catalysts">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与发展路径</h2>
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<div class="grid lg:grid-cols-2 gap-4">
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold mb-4 text-sky-300">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="highlight-text">平台产品发布：</strong>直真科技联合研发的“知算”平台有望年内发布，提供新的AI4S基础设施选择。</li>
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<li><strong class="highlight-text">标杆客户订单：</strong>道氏技术参股的芯培森APU服务器即将被宁德时代采购，验证专用算力产业价值。</li>
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<li><strong class="highlight-text">产业合作成果：</strong>晶泰与协鑫、深势与东阳光等联合实验室若发布初步成果，将持续验证AI4S应用价值。</li>
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<li><strong class="highlight-text">龙头财报验证：</strong>晶泰控股等上市公司的财报将首次在二级市场验证AI4S业务的收入兑现能力。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold mb-4 text-sky-300">长期发展路径</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-violet-300">近期 (1-2年):</strong> 医药领域商业模式成熟，在新能源、半导体材料等高价值领域实现点状突破，形成标杆案例。</li>
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<li><strong class="text-violet-300">中期 (3-5年):</strong> “AI+机器人自动化实验室”（Self-Driving Labs）成为行业标配，形成数据飞轮。商业模式向自主研发与联合开发拓展。</li>
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<li><strong class="text-violet-300">远期 (5年以上):</strong> 量子计算与AI4S深度融合，解决更底层物理化学问题。AI4S成为如同计算机一样不可或缺的科研基础设施。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section: Industry Chain & Companies -->
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<section class="mb-16" id="industry-chain">
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<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司剖析</h2>
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<div class="glass-card rounded-3xl p-6 mb-8">
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<h3 class="text-xl font-bold mb-4 text-sky-300">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
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<div class="border border-dashed border-cyan-500/50 rounded-xl p-4">
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<h4 class="font-bold text-lg text-cyan-400">上游：基础设施层</h4>
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<p class="text-sm text-gray-400 mt-2">专用芯片(APU)、超算中心、算力调度、核心算法、自动化硬件(机器人实验室)</p>
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<p class="text-xs mt-2 font-mono text-gray-500">道氏技术, 中科曙光, 直真科技, 深势科技, 镁伽科技</p>
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</div>
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<div class="border border-dashed border-violet-500/50 rounded-xl p-4">
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<h4 class="font-bold text-lg text-violet-400">中游：平台/解决方案层</h4>
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<p class="text-sm text-gray-400 mt-2">提供一体化研发平台或CRO服务，是产业链核心</p>
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<p class="text-xs mt-2 font-mono text-gray-500">晶泰控股, 志特新材, 深度原理</p>
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</div>
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<div class="border border-dashed border-fuchsia-500/50 rounded-xl p-4">
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<h4 class="font-bold text-lg text-fuchsia-400">下游：应用层</h4>
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<p class="text-sm text-gray-400 mt-2">医药、新材料(新能源电池、化工、半导体)、能源、气象等研发密集型产业</p>
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<p class="text-xs mt-2 font-mono text-gray-500">辉瑞, 宁德时代, 协鑫集团</p>
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</div>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-6" x-data="{ tab: 'xtalpi' }">
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<h3 class="text-xl font-bold mb-4 text-sky-300">核心玩家对比</h3>
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<div class="tabs tabs-boxed bg-slate-800/50 mb-6">
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<a class="tab" :class="{ 'tab-active': tab === 'xtalpi' }" @click="tab = 'xtalpi'">领导者：晶泰控股</a>
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<a class="tab" :class="{ 'tab-active': tab === 'dosh' }" @click="tab = 'dosh'">硬件破局者：道氏技术</a>
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<a class="tab" :class="{ 'tab-active': tab === 'zhite' }" @click="tab = 'zhite'">范式革新者：志特新材</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'xtalpi'">
|
||
<div class="prose max-w-none text-gray-300 prose-strong:text-cyan-300">
|
||
<p><strong>定位：</strong>AI for Science全球领袖，AI制药龙头，正向新材料领域拓展。</p>
|
||
<p><strong>核心优势：</strong>
|
||
<ul>
|
||
<li><strong>先发优势与商业化验证：</strong>已跑通AI制药License-out模式，公告潜在里程碑金额高达<strong class="highlight-text">59亿美金</strong>BD。</li>
|
||
<li><strong>算法壁垒：</strong>已积累超过<strong class="highlight-text">200个</strong>AI垂类模型。</li>
|
||
<li><strong>数据飞轮：</strong>机器人实验室7x24小时进行湿实验，形成高质量、高通量数据，反哺AI模型训练。</li>
|
||
</ul>
|
||
</p>
|
||
<p><strong>逻辑纯粹度：</strong> <span class="text-yellow-400">★★★★★</span> (业务完全聚焦AI4S)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'dosh'">
|
||
<div class="prose max-w-none text-gray-300 prose-strong:text-cyan-300">
|
||
<p><strong>定位：</strong>独特的“专用芯片+智算中心+材料应用”垂直一体化布局。</p>
|
||
<p><strong>核心优势：</strong>
|
||
<ul>
|
||
<li><strong>硬件壁垒：</strong>参股的APU芯片在原子级计算场景下，性能比A100快一个数量级，解决特定算力瓶颈，构筑极高技术壁垒。</li>
|
||
<li><strong>客户验证：</strong>APU服务器即将被宁德时代等头部客户采购，产业价值得到验证。</li>
|
||
<li><strong>“技术-应用”闭环：</strong>自身在固态电池材料研发上已应用AI4S技术，形成内部验证和迭代闭环。</li>
|
||
</ul>
|
||
</p>
|
||
<p><strong>逻辑纯粹度：</strong> <span class="text-yellow-400">★★★☆☆</span> (AI4S是重要转型方向，但仍有传统业务)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'zhite'">
|
||
<div class="prose max-w-none text-gray-300 prose-strong:text-cyan-300">
|
||
<p><strong>定位：</strong>AI+机器人模式的效率革新者，前瞻性布局“量子计算+AI”。</p>
|
||
<p><strong>核心优势：</strong>
|
||
<ul>
|
||
<li><strong>极致效率验证：</strong>通过AI+机器人结合，将传统需<strong class="highlight-text">10年</strong>的超级隔热材料配方筛选缩短至<strong class="highlight-text">7个月</strong>，性能提升2倍，成本仅1/3。</li>
|
||
<li><strong>前瞻布局：</strong>携手中科大体系孵化企业微观纪元，进军“量子计算+AI”新范式，解决更底层科学问题。</li>
|
||
<li><strong>商业化突破：</strong>AI4S业务已签订<strong class="highlight-text">4200万美元</strong>海外大单，迈出产业化第一步。</li>
|
||
</ul>
|
||
</p>
|
||
<p><strong>逻辑纯粹度：</strong> <span class="text-yellow-400">★★★★☆</span> (AI4S是核心增量业务，战略清晰)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section: Risks -->
|
||
<section class="mb-16" id="risks">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||
<div class="glass-card rounded-2xl p-4">
|
||
<h4 class="font-bold text-rose-400">技术风险</h4>
|
||
<p class="text-sm text-gray-400 mt-2">模型泛化能力、预测准确性在复杂工业场景仍是挑战；高质量实验数据获取难。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-4">
|
||
<h4 class="font-bold text-rose-400">商业化风险</h4>
|
||
<p class="text-sm text-gray-400 mt-2">下游传统企业接受度与付费意愿可能不及预期；新材料/新药研发验证周期长，短期收入兑现难。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-4">
|
||
<h4 class="font-bold text-rose-400">政策与竞争风险</h4>
|
||
<p class="text-sm text-gray-400 mt-2">科研数据涉及知识产权与国家安全，面临严格监管；全球范围内对交叉学科顶尖人才的争夺激烈。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-4">
|
||
<h4 class="font-bold text-rose-400">市场风险</h4>
|
||
<p class="text-sm text-gray-400 mt-2">当前相关标的交易拥挤度较高，市场情绪可能已部分透支中短期预期，存在估值回调风险。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section: Conclusion -->
|
||
<section class="mb-16" id="conclusion">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
<div class="grid lg:grid-cols-2 gap-4">
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="text-xl font-bold mb-4 text-sky-300">最终看法</h3>
|
||
<p class="text-gray-300">AI4S正处在从<strong class="highlight-text">“主题导入期”向“成长启动期”</strong>过渡的关键阶段。其底层逻辑坚实，长期空间广阔，已出现具备基本面支撑的商业案例。然而，市场情绪可能已部分透支中短期预期。当前阶段，需要精选真正具备<strong class="highlight-text">核心技术壁垒</strong>和<strong class="highlight-text">清晰商业化路径</strong>的标的。</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="text-xl font-bold mb-4 text-sky-300">最具投资价值的细分环节</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li><strong>1. 一体化平台龙头 (如 晶泰控股):</strong> 建立“算法+数据+自动化”闭环，具备跨领域拓展能力。</li>
|
||
<li><strong>2. 专用硬件基础设施 (如 道氏技术):</strong> 提供差异化、高效率算力解决方案，占据“卖铲人”有利生态位。</li>
|
||
<li><strong>3. 前沿技术布局者 (如 志特新材):</strong> “量子计算+AI”布局代表最终方向，具备高弹性。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section: Stock Data -->
|
||
<section id="stocks">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">相关标的梳理</h2>
|
||
|
||
<!-- Concept Stocks Table -->
|
||
<div class="glass-card rounded-3xl p-6 mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-sky-300">AI4S 概念核心标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="bg-transparent text-gray-300">股票名称</th>
|
||
<th class="bg-transparent text-gray-300">股票代码</th>
|
||
<th class="bg-transparent text-gray-300">核心逻辑</th>
|
||
<th class="bg-transparent text-gray-300">关联标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b-0">
|
||
<td>晶泰控股(港)</td>
|
||
<td>-</td>
|
||
<td>产品涉及AI+、机器人+的医药、材料等领域应用，已积累晶体结构预测模型CSP、自由能微扰算法FEP等超过200个AI垂类模型</td>
|
||
<td><div class="badge badge-primary">业务相关</div></td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>直真科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=003007" target="_blank" class="link link-hover text-sky-400">003007</a></td>
|
||
<td>联合重庆市科学技术研究院针对AI4S主导研发的“知算”平台，目前已经完成局部测试，有望年内发布</td>
|
||
<td><div class="badge badge-primary">业务相关</div></td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>志特新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300986" target="_blank" class="link link-hover text-sky-400">300986</a></td>
|
||
<td>与中科大实验室共建AI for Science平台进行新范式进行新材料研发与产业落地，AI4S业务已经签订4200万美元海外大单。</td>
|
||
<td><div class="badge badge-primary">业务相关</div></td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>道氏技术</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300409" target="_blank" class="link link-hover text-sky-400">300409</a></td>
|
||
<td>参股APU算力芯片企业芯培森，设立原子智算中心，深度布局AI4S市场，契合科技与材料研发的新趋势</td>
|
||
<td><div class="badge badge-primary">业务相关</div></td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>七匹狼</td>
|
||
<td>-</td>
|
||
<td>通过苏州悦享股权投资合伙企业投资了北京深势科技，后者是“AI for Science”科学研究范式的引领者和践行者。</td>
|
||
<td><div class="badge badge-secondary">深势科技关联</div></td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>恩华药业</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002262" target="_blank" class="link link-hover text-sky-400">002262</a></td>
|
||
<td>与深势科技达成战略合作，利用临床前计算机辅助药物设计平台，让基于‘AI+分子模拟’的计算范式深度融合到实际的合作研发项目中</td>
|
||
<td><div class="badge badge-secondary">深势科技关联</div></td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>并行科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=920493" target="_blank" class="link link-hover text-sky-400">920493</a></td>
|
||
<td>深势科技与包括并行科技在内的多家产业链伙伴共同构建“微观尺度的工业基础设施”，发布了深势宇知®大模型体系</td>
|
||
<td><div class="badge badge-secondary">深势科技关联</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
</div>
|
||
|
||
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|
||
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|
||
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|
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|
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|
||
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|
||
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|
||
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|
||
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|
||
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|
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|
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||
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|
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