港股异动 | 维亚生物(01873)绩后拉升逾20% 中期股东应占溢利同比增加4.28% 公司AI订单呈增长趋势

智通财经
Aug 29

智通财经APP获悉,维亚生物(01873)绩后拉升逾20%,截至发稿,涨22.32%,报2.85港元,成交额4902.75万港元。

消息面上,8月28日,维亚生物发布截至2025年6月30日止六个月中期业绩,收益8.32亿元(人民币,下同),同比减少15.27%;股东应占溢利1.22亿元,同比增加4.28%;每股基本盈利0.06元。公告称,集团毛利率为40.8%,相较于去年同期提升了6.3个百分点,这主要得益于朗华业务结构的优化调整以及CRO业务运营效率提升、新业务板块增长所带来的贡献。国元国际此前指出,维亚生物自5年前已经布局AI制药,目前AI订单占比:AI相关订单占比达到新签订单的12%,且呈增长趋势。

国金证券表示,从医药魔方统计的全球AIDD(AI药物研发)相关交易首付额和总额Top 20的项目来看,重大交易集中发生在近5年内,总额超过500亿美元。生成式AI药企,从假设到实现,构建随时间增长的领先模型壁垒是要点。当算力与数据不构成太大掣肘,模型开发迭代进化的效率与训练经验积累的先机就至关重要。与大药企合作AI研发过程中的数据与模型构建正反馈飞轮,就将成就目前领先企业的护城河。

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