智通财经APP获悉，生物医药股悉数走高，截至发稿，剂泰科技-P(07666)涨13.65%，报17.65港元；昭衍新药(06127)涨12.14%，报25.86港元；和铂医药-B(02142)涨9.76%，报13.92港元；歌礼制药-B(01672)涨8.9%，报8.87港元；再鼎医药(09688)涨4.77%，报20.64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》，提出到2030年的发展目标：生物医药研发应用稳居世界前列，创新驱动效能充分释放，重点领域关键核心技术实现系统性突破，生物医药产业加速成为国家新兴支柱产业。其中具体包括有：创新药产业规模增速年均达到20%以上，全球年销售额超10亿美元的品种数量达到5个以上等。
值得一提的是，近期AI制药领域催化频频，诺和诺德宣布和Anthropic合作，金斯瑞宣布和礼来合作，字节跳动旗下的AI制药平台也有融资动作。浙商证券表示，高频迭代短期将会带来验证阶段需求的井喷，但长期来看，高速迭代可能会带来平台能力的提升和泛化，能够持续迭代的发现平台能力提升或是行业的核心，医药行业的Claude也许将要到来。
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