消息面上，百奥赛图近日在互动平台表示，公司已完成AI驱动抗体药物研发平台的本地化部署，并实 现其与公司核心业务千鼠万抗计划的全面协同。通过AI的本地化部署，公司正在建设抗体药物研发ai智 能体。随着千鼠万抗计划与AI系统深度整合的持续推进，公司将为全球药企提供更加高效的研发工具 和更为丰富的抗体分子库，帮助药企伙伴提高临床前PCC分子的研发效率，这也将推动抗体发现业务迈 入全新发展阶段。 （原标题：港股异动 | 百奥赛图-B(02315)再涨近7% 公司已完成AI驱动抗体药物研发平台的本地化部 署） 智通财经APP获悉，百奥赛图-B(02315)再涨近7%，截至发稿，涨5.08%，报39.72港元，成交额2832.35 万港元。 ...

消息面上，百奥赛图近日在互动平台表示，公司已完成AI驱动抗体药物研发平台的本地化部署，并实 现其与公司核心业务千鼠万抗计划的全面协同。通过AI的本地化部署，公司正在建设抗体药物研发ai智 能体。随着千鼠万抗计划与AI系统深度整合的持续推进，公司将为全球药企提供更加高效的研发工具 和更为丰富的抗体分子库，帮助药企伙伴提高临床前PCC分子的研发效率，这也将推动抗体发现业务迈 入全新发展阶段。 百奥赛图-B(02315)再涨近7%，截至发稿，涨5.08%，报39.72港元，成交额2832.35万港元。 ...

消息面上，百奥赛图近日在互动平台表示，公司已完成AI驱动抗体药物研发平台的本地化部署，并实 现其与公司核心业务千鼠万抗计划的全面协同。通过AI的本地化部署，公司正在建设抗体药物研发ai智 能体。随着千鼠万抗计划与AI系统深度整合的持续推进，公司将为全球药企提供更加高效的研发工具 和更为丰富的抗体分子库，帮助药企伙伴提高临床前PCC分子的研发效率，这也将推动抗体发现业务迈 入全新发展阶段。 智通财经APP获悉，百奥赛图-B(02315)再涨近7%，截至发稿，涨5.08%，报39.72港元，成交额2832.35 万港元。 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [3] Core Insights - The pharmaceutical and biotechnology index decreased by 0.68% this week, underperforming the CSI 300 index by 0.11 percentage points, ranking 19th in industry performance [12] - The healthcare sector has shown significant growth, with the medical services sub-sector increasing by 16.04% year-to-date, while traditional Chinese medicine has the lowest growth at 1.86% [17][19] - The J.P. Morgan Health Conference highlighted the strategic advancements of top global pharmaceutical companies, with over 20 Chinese firms participating, indicating a trend towards overseas collaboration in innovative drugs [34] Summary by Sections Market Review - The pharmaceutical index has risen by 7.08% from the beginning of 2026 to January 16, outperforming the CSI 300 index by 4.88 percentage points, ranking 8th in industry performance [12] - The medical services sub-sector has the highest year-to-date growth at 16.04%, while the lowest is traditional Chinese medicine at 1.86% [19] Individual Stock Performance - In the A-share market, 206 out of 478 pharmaceutical stocks rose, with the top five performers being Baolait (up 48.76%), Hualan Biological (up 32.72%), and Tianzhihang (up 27.67%) [23] - In the Hong Kong market, 59 out of 116 pharmaceutical stocks increased, with Ark Health leading at 51.66% growth [26] Industry News and Policies - The sixth batch of national high-value medical consumables procurement was opened on January 13, with 202 companies winning bids for 440 products [29] - Medtronic announced a strategic partnership with Precision Neuroscience to develop integrated solutions combining their technologies [29] - Boston Scientific plans to acquire Penumbra for approximately $14.5 billion, enhancing its portfolio in peripheral vascular interventions [30] Weekly Insights - The medical services sector's strong performance is attributed to positive revenue growth, with medical commercial and services sectors showing year-on-year revenue increases of 0.56% and 3.99%, respectively [33] - The J.P. Morgan Health Conference served as a significant platform for discussing trends in drug development and investment strategies, with a focus on AI and international collaborations [34]

根据2026年1月19日披露数据，中庆股份（01855）、康龙化成（03759）、昊天国际建投（01341）港股 通持股占比增加值最大，分别增加3.01%、2.91%、2.35%；金风科技（02208）、中远海能（01138）、 山东墨龙（00568）港股通持股占比减少值最大，分别减少-2.28%、-1.61%、-1.59%。 在最近有统计数据的5个交易日内，钧达股份（02865）、中庆股份（01855）、百奥赛图-B（02315）港 股通持股占比增加值最大，分别增加19.19%、5.23%、4.45%；华夏恆生科技（03088）、广发証券 （01776）、金风科技（02208）港股通持股占比减少值最大，分别减少-14.16%、-6.64%、-5.22%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） 3、港股通5日占比增持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +19.19% | 48.24% | | 中庆股份(01855) | +5.23% | 13.35% | | ...

Group 1 - The Hang Seng Index rose by 0.92%, gaining 245 points to reach 27,094 points, while the Hang Seng Tech Index increased by 1.54% [1] - Zhipu Technology (02513) surged over 16% after launching the first domestic chip training multimodal SOTA model in collaboration with Huawei [1] - Alibaba (09988) saw a rise of over 5% as it announced a significant increase in capital expenditure for Alibaba Cloud, with expectations of resilient profitability [1] - Alibaba Health (00241) increased by over 15% after the exclusive launch of Beimei Jing® and receiving the first overseas drug price certification [1] - Yidu Tech (02158) rose over 9% after winning first place in a smart healthcare innovation competition, showcasing its strong AI capabilities [1] - Tongdao Recruitment (06100) jumped over 10% due to market reassessment of its AI strategy and solid financials [1] - Baiaosaitu-B (02315) increased by over 6% after localizing its AI-driven antibody drug development platform [1] - Maifushi (02556) rose over 8%, with its stock price nearly doubling in three weeks after launching the GEO intelligent assistant [1] - MicroPort Scientific-B (02252) increased by over 8%, as the surgical robot industry is expected to enter a commercialization and policy acceleration phase [1] Group 2 - Hua Hong Semiconductor (01347) rose over 5% as Goldman Sachs noted that high capacity utilization supports product mix optimization and price increases [2] - Restaurant stocks led the gains, with expectations that most leading restaurant brands will see a recovery in customer traffic, leading to more rational competition [2] - Haidilao (06862) increased by 7%, while Jiumaojiu (09922) rose by over 5% [2] - Qiutai Technology (01478) surged by 13% after announcing a profit warning, projecting a 400% to 450% year-on-year increase in comprehensive profit for 2025 [2]

Core Viewpoint - The AI healthcare sector in Hong Kong is experiencing a strong bullish trend, driven by clear industry trends and significant market demand for AI health solutions [1] Group 1: Market Performance - Alibaba Health has surged over 13%, leading the market with a cumulative increase of over 46% this month [1] - Other notable performers include Yidu Tech with a rise of over 9%, MicroPort Robotics up by 8.9%, and Ping An Good Doctor increasing by over 4% [1] - Additional companies such as Yimaitong, JD Health, and Gushengtang also saw gains [1] Group 2: Industry Drivers - The launch of Ant Group's AI health assistant "Antifufu" has seen monthly active users exceed 30 million, with daily inquiries surpassing 10 million, indicating strong demand in the health AI sector [1] - OpenAI's introduction of "ChatGPT Health" on January 8 further emphasizes the confidence of leading AI companies in the health AI market [1] Group 3: Market Forecast - Frost & Sullivan predicts that China's "AI + healthcare" market will grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, with a compound annual growth rate of 43.1% over the next decade [1] - Huafu Securities reports that the AI healthcare industry is entering a critical phase of commercialization, supported by national strategies and market demand [1] - The report highlights a closed-loop demand for AI applications, which will sustain the continuous development of the AI industry [1]

此外，公司近期与育世博宣布，双方已达成一项选择权与许可协议，旨在通过结构化的评估机制，对双 特异性抗体药物偶联物（BsADC）项目开展系统性评估，从而进一步加速双特异性抗体双药物偶联物 （BsAD2C）的开发进程。 智通财经APP获悉，百奥赛图-B(02315)再涨超12%，近三日累涨约30%。截至发稿，涨6.74%，报45.64 港元，成交额2818万港元。 （原标题：港股异动 | 百奥赛图-B(02315)再涨超12% 公司已完成AI驱动抗体药物研发平台的本地化部 署） 消息面上，1月13日，百奥赛图在互动平台表示，公司已完成AI驱动抗体药物研发平台的本地化部署， 并实现其与公司核心业务千鼠万抗计划的全面协同。通过AI的本地化部署，公司正在建设抗体药物研 发ai智能体。随着千鼠万抗计划与AI系统深度整合的持续推进，公司将为全球药企提供更加高效的研发 工具和更为丰富的抗体分子库，帮助药企伙伴提高临床前PCC分子的研发效率，这也将推动抗体发现业 务迈入全新发展阶段。 ...

每经AI快讯，百奥赛图-B(02315.HK)一度涨超12%，近三日累涨约30%。截至发稿，百奥赛图-B涨 6.74%，报45.64港元，成交额2818万港元。 ...

Core Viewpoint - The stock of Baiaosaitu-B (02315) has increased over 12% and approximately 30% in the last three days, indicating strong market interest and positive sentiment towards the company's developments [1] Group 1: Company Developments - Baiaosaitu has completed the localization deployment of its AI-driven antibody drug research platform, which is now fully integrated with its core business, the "Thousand Mice and Ten Thousand Antibodies" program [1] - The company is building an AI intelligence system for antibody drug development, which aims to provide global pharmaceutical companies with more efficient research tools and a richer library of antibody molecules [1] - The ongoing integration of the "Thousand Mice and Ten Thousand Antibodies" program with the AI system is expected to enhance the efficiency of preclinical PCC molecule development for pharmaceutical partners, marking a new phase in antibody discovery business [1] Group 2: Strategic Partnerships - Baiaosaitu has entered into an option and licensing agreement with Yushibo to systematically evaluate the BsADC (bispecific antibody-drug conjugate) project through a structured assessment mechanism [1] - This partnership aims to accelerate the development process of BsAD2C (bispecific antibody dual drug conjugate) [1]