智通财经APP获悉，金斯瑞生物科技(01548)早盘涨超7%。截至发稿，涨6.56%，报41.92港元，成交额8.01亿港元。
消息面上，金斯瑞近日宣布，与礼来的AIDD协作平台Lilly TuneLab达成合作。公司将向TuneLab参与企业提供湿实验服务，助力其快速生成实验数据，将AI预测转化为生物学验证数据，加速候选药物评估。光大证券指出，随着大模型厂商下场AI制药，公司的商业模型已发生深刻变化。
该行指出，量，传统制药项目通常通过少数项目推进临床候选分子，而AI大模型在一次迭代中可以生成数百甚至数千个候选序列；价，客户不仅购买蛋白质，还购买高附加值的高质量结构化实验数据，客户还会为速度支付溢价；复购率，越来越多客户从单一项目转变为多阶段、多服务合作伙伴关系，即从“钱货两讫”模式转变成客户持续复购。基于客户需求，公司预计AI驱动蛋白订单预期26年下半年及之后保持3位数百分比增长。
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