异动解读 | 晶泰控股盘中大涨15.28%,首次实现半年盈利引发投资者热情

异动解读
Aug 14, 2025

今日盘中,晶泰控股(02228.HK)股价大涨15.28%,截至上午10:32,报价9.47港元,成交额超过22亿港元,引发市场广泛关注。

此轮涨势主要源于晶泰控股发布的积极盈利预告。公司预计2025年上半年综合收益将不少于5亿元人民币,同比增长至少387%。更值得注意的是,晶泰控股预期将首次实现半年盈利,净利润预计不少于5,000万元人民币,这标志着公司财务状况的显著改善。

晶泰控股的业绩飞跃主要得益于其与美国生物制药公司DoveTree的战略合作。今年6月,双方签署了合作协议,晶泰控股将利用其端到端人工智能药物发现平台及综合"AI+机器人"技术,为DoveTree开发肿瘤、免疫炎症等领域的候选药物。据悉,晶泰控股已于8月5日收到5100万美元的首付款,未来还有机会获得高达58.9亿美元的里程碑付款及销售分成。这一合作不仅为晶泰控股带来了可观的即时收益,也为其长期发展奠定了基础,进一步增强了投资者对公司未来前景的信心。

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