9月18日，港股市场英硅智能(3696.HK)拉升大涨近13%报60.6港元，股价创5月以来新高，截至目前成交额放大至超6亿港元。
消息面上，工信部等十部门联合发布《医药工业发展“十五五”规划》，明确提出要“深化人工智能赋能升级”、“加速人工智能驱动的医药研发和生产管理范式变革”，并支持AI、超级计算等前沿技术在靶点发现、分子设计等环节的应用。
英硅智能是全球AI药物研发(AIDD)领域的龙头标的之一。其自主研发的Pharma.AI平台涵盖了靶点发现(PandaOmics)、生成式小分子设计(Chemistry42)及临床试验预测等关键环节。《规划》对AI制药政策面的强力支持，为其技术应用提供了最直接的政策红利与产业落地空间。
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