智通财经APP获悉，晶泰控股(02228)盘中涨超6%，截至发稿，涨4.45%，报5.16港元，成交额2.08亿港元。
消息面上，七部门近日联合印发《医药工业数智化转型实施方案（2025—2030年）》，提出到2030年规上医药工业企业基本实现数智化转型全覆盖的目标。信达证券认为，2025年或是AI医疗快速发展的元年，AI制药标的，AI模型可模拟药物分子与靶点相互作用，预测疗效和安全性，加速新药上市，建议关注晶泰控股等。中信建投此前指，看好AI制药行业长期的发展潜力及前景。
晶泰控股2024年营业收入同比增长53%至2.66亿人民币，其中2024年下半年同比增速更是高达73%。期内，晶泰控股完成多项成就：“AI+机器人”推动药物和材料研发范式变革。目前，集团的模型已经在日常运营中赋能研发人员，加快交付进程，突破药物发现及新材料分子研发瓶颈，显著扩大可探索的化学空间。集团认为，以“高质量数据驱动”为核心的垂直领域AI for Science模型将成为颠覆性力量。
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