The research report issued by CITIC Construction Investment highlights that the inflationary pressures stemming from AI advancements have reverberated through the materials sector. At present, the distribution of pertinent stocks within this sector is notably fragmented, with the majority of competitive enterprises headquartered in Japan. Since the latter half of 2025, bilateral tensions have escalated. This has given rise to a 'de-Japanization' trend on the supply side, while AI-fueled inflation on the demand side has set the stage for a favorable environment. It is anticipated that the 'de-Japanization' theme will have substantial room for expansion. Therefore, it is advisable to maintain a vigilant watch on 'de-Japanization' trading, as well as the growth trajectories and import substitution prospects of domestic companies specializing in powder materials and fluorine-based polymer materials.