港股异动 | 维亚生物(01873)午后涨近7% 上半年毛利率显著提升 公司前瞻布局AI制药

智通财经
Sep 03, 2025

智通财经APP获悉,维亚生物(01873)午后涨近7%,截至发稿,涨6.42%,报2.82港元,成交额3455.01万港元。

消息面上,维亚生物近日发布中期业绩,收益8.32亿元人民币,同比减少15.27%;股东应占溢利1.22亿元,同比增加4.28%。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。公司AIDD及CADD平台具备自研算法及平台建设的能力、拥有研发多种药物形态的经验、并且充分发挥了维亚基于结构的药物研发优势。在此基础之上,维亚正在从以计算方法为各个药物研发阶段赋能为主的阶段迈向以AI驱动药物设计,改变药物设计范式的新阶段。

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