港股异动 | 固生堂(02273)涨超11% AI技术及OMO战略赋能诊疗 公司获睿远基金举牌

智通财经
03 Mar

智通财经APP获悉,固生堂(02273)涨超11%,截至发稿,涨11.37%,报38.7港元,成交额8758.72万港元。

消息面上,港交所披露的最新资料显示,睿远基金在2月26日增持固生堂41万股,每股作价38.6889港元/股,总金额约为1586.24万港元。增持后最新持股数目为1471.83万股,最新持股比例为6.04%。据悉,睿远基金于2月21日以每股均价33.6615港元增持固生堂75.34万股普通股股份,价值约2536.06万港元。增持后,睿远基金最新持股数目为1220.49万股股份,持仓比例由4.7%升至5.01%。

值得一提的是,2月19日,高盛FICC与股票部门发布了《中国AI医疗指数》报告,固生堂凭借其在AI领域的超前布局和创新实践,成功入选该榜单。此前,固生堂宣布接入DeepSeek。中信建投证券指出,展望未来,公司将通过:1)AI 技术及OMO 战略赋能诊疗及经营效率提升;2)国内及国际化扩张进一步提升品牌渗透力;3)数智驱动中药院内制剂转化。目前公司估值处于历史较低水平,看好公司业绩保持快速增长趋势,有望逐步实现价值重估。

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