异动解读|百奥赛图-B盘中上涨9.63%,AI制药催化叠加半年报高增长共振

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9月21日,百奥赛图-B盘中上涨9.63%,报67.15港元/股,成交额2.05亿港元。

消息面上,AI制药政策与产业合作催化密集落地,CXO板块景气度明确上行。公司上半年实现营收9.41亿元,同比增长51.6%;归母净利润2.41亿元,同比大增402.3%;毛利率由74.4%提升至79.3%。其中临床前板块营收7.23亿元,同比增长57.9%,创新动物模型销售收入4.46亿元,同比增长62.4%;抗体发现业务收入2.18亿元,毛利率达92.8%。此外,公司近期与齐鲁制药达成全人纳米抗体分子非排他授权合作,RenMice平台商业化进入加速兑现期。机构指出,AIDD有望重塑早期药物发现流程,公司凭借技术闭环与全球化布局有望持续受益。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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