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AI and policy are driving forces! Hong Kong pharmaceutical stocks collectively "rebound" with WUXI BIO surging over 14% to lead the Industry.
① What technological breakthroughs have driven the improvement of research and development efficiency in the Biomedical Industry? ② What are the reasons for the leading increase in WuXi's affiliated companies?
Hong Kong stocks are experiencing fluctuations | CRO Concept stocks are warming up. The integration of AI and CXO has entered a new stage. Institutions claim that the external environment for CRO may be improving.
As of the time of writing, the CRO Concept has warmed up, with VIVA BIOTECH (01873) rising by 11.89% to 1.6 HKD; WUXI BIO (02269) increasing by 10.3% to 25.7 HKD; PHARMARON (03759) up by 5.67% to 16.04 HKD; and TIGERMED (03347) climbing by 5.86% to 37.05 HKD.
National People's Congress representative, Zhao Jing of Shandong Buchang Pharmaceuticals: "The 'AI+' is reaching a critical point of explosion. It is recommended to utilize AI to empower the inheritance and innovation of Traditional Chinese Medicine | Two
① Zhao Jing, a representative of the National People's Congress and Vice Director of Shandong Buchang Pharmaceuticals, brought the proposal "Utilizing AI to Empower the Inheritance and Innovation of Traditional Chinese Medicine and Build a New Pattern of Development for Traditional Chinese Medicine with 'Asia Vets + Technology'" to this year's Two Sessions, aiming to promote the intelligent upgrade of the Traditional Chinese Medicine industry through AI technology. ② Zhao Jing stated that the development of large models like DeepSeek has indeed pushed the integration of Traditional Chinese Medicine and AI to a critical point of explosion.
The investment secrets in the government work report: Analyzing the collaborative logic of the Global Strategy and policies of Guoshengtang (2273.HK).
The report clearly states to strengthen basic Medical and health services.
The bull market for Hong Kong stocks has begun; how to identify the certainty of value growth?
At present, the technical bull market in the Hong Kong stock market is becoming the focus of attention for global investors.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.