港股异动 | 百奥赛图-B(02315)涨超16% 完成AI抗体研发平台DeepSeek本地化部署 预计去年实现扭亏为盈

智通财经
Mar 17, 2025

智通财经APP获悉,百奥赛图-B(02315)涨超16%,截至发稿,涨16.01%,报15.8港元,成交额334.79万港元。

消息面上,百奥赛图近日宣布完成AI抗体研发平台DeepSeek的本地化部署,并与公司“千鼠万抗”计划形成深度协同。该平台能从千万级真实抗体库中智能筛选高亲和力、低免疫原性的候选分子,并可模拟设计双抗、多抗等复杂结构。这种“AI+高通量实验”模式将传统抗体发现周期从年缩短至月级别,为全球药企提供突破性研发方案。

此外,公司将于3月26日公布2024年度业绩。该公司此前发布盈喜,预期截至去年12月31日止年度营业收入约为9.69亿至9.89亿元人民币(下同),同比增加约35.2至38%;预期净利润约为2000万至4000万元,同比扭亏为盈。期内财报改善主要是由于抗体发现业务获得更多海外客户的认可,对外转让的抗体分子数量快速增加,销售收入快速增长的同时,毛利率维持较高水平;基因编辑动物模型业务继续保持快速增长,尤其是海外市场持续开拓,使得海外业务收入贡献比例进一步提高,同时保持了较高的毛利率水平等。

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