智通财经APP获悉，CRO概念股涨幅居前，截至发稿，金斯瑞生物科技(01548)涨13.76%，报37.04港元；维亚生物(01873)涨7.81%，报1.45港元；百奥赛图-B(02315)涨7.08%，报62.75港元；凯莱英(06821)涨6.02%，报174.4港元。
消息面上，近期，AIDD利好催化密集。Twist、金斯瑞接连宣布与礼来TuneLab达成协议，为TuneLab成员公司提供优惠的湿实验室服务，快速生成实验数据；诺和宣布与Anthropic合作，使用其Claude Science平台加速新药发现。与此同时，随着创新药BD交易持续活跃，药企研发资金趋于充裕，为抢占创新药研发窗口、保障项目进度，药企对外部研发服务的付费意愿提升，CRO企业在手订单呈“量价齐升”态势。
招商证券近期研报指出，CXO板块景气度明确上行。今年上半年国内CXO板块营收、归母净利润同比分别增长24.5%、52.7%，利润增速接近上一轮周期高点；在手订单与新签订单全面回暖，龙头上调全年指引。此外，AI制药有望重塑医药研发业态，提升药物研发效率，板块亦将受益。
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