（英矽智能公众号） 1月27日，由生成式人工智能驱动的临床阶段生物医药科技公司英矽智能（Insilico Medicine）宣布与齐 鲁制药集团，及其下属上海齐鲁制药研究中心达成药物研发战略合作，将依托英矽智能自有Pharma.AI 解决方案，针对特定靶点开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管理。 根据协议约定，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子药物 设计与优化，齐鲁制药集团将负责后续开发与商业化工作。合同总额超9.31亿港元，包含开发和销售里 程碑付款，以及单位数的后续净销售额分成。 ...

Group 1 - Wangshan Wangshui-B (02630) surged over 14%, reaching a new high, following the announcement of significant antiviral research against Nipah virus by a team including researchers from the Wuhan Institute of Virology and Shanghai Institute of Materia Medica [1] - Zhaoyi Innovation (03986) increased by over 5.6%, with a forecasted revenue of approximately 9.2 billion yuan for 2025, representing a year-on-year growth of about 25%, and a projected net profit of around 1.61 billion yuan, up 46% [1] - Youran Dairy (09858) rose over 4% after completing a placement of 299.25 million shares at a price of 3.92 HKD per share [1] Group 2 - Yijun Group Holdings (02442) experienced a decline of over 39%, despite a previous surge of 4.4 times since its relisting on December 3, 2022 [2] - Alibaba-W (09988) saw a rise of 1.82% after the launch of its Qwen3-Max-Thinking model, which has over 1 trillion parameters and 36 trillion tokens of pre-training data [2][3] - Junda Co., Ltd. (02865) fell nearly 11%, with a drop of over 30% from its recent peak, following an announcement of a strategic investment in Shanghai Xingyi Xinneng Technology Co., Ltd. [2] Group 3 - WanGuo Data-SW (09698) increased by over 6%, also in response to the launch of Alibaba's Qwen3-Max-Thinking model [3] - MicroPort Scientific Corporation-B (02160) dropped 11% after announcing a proposed share consolidation [3] - Valiant Pharmaceuticals-B (09887) rose nearly 4% after receiving orphan drug designation from the European Commission for its core product [4] Group 4 - AI application software stocks in the US saw significant gains, with Cloudflare (NET.US) up 9.17% and Zoom Communications (ZM.US) up 11.28% [5] - Apple (AAPL.US) rose 2.97% ahead of its Q1 2026 earnings report, with expected revenue growth of 11.3% year-on-year to 138.42 billion USD [5] - Intel (INTC.US) continued its decline, falling 5.72% after a previous drop, with revenue expectations for Q1 2026 significantly below market forecasts [5] Group 5 - Kingsoft Cloud (KC.US) increased by 8.1% following a strategic upgrade of its AI training and deployment platform [6] - Precious metals stocks saw pre-market gains, with First Majestic Silver (AG.US) up 1.1% as gold prices reached historical highs [6]

消息面上，1月27日，英矽智能发布公告，英矽智能已与齐鲁制药集团及其附属公司上海齐鲁制药研究 中心，达成药物研发战略合作并签署相关协议。透过该合作，双方将依托英矽智能自有Pharma.AI解决 方案，针对特定靶点开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管理。 智通财经APP获悉，英矽智能(03696)涨近5%，截至发稿，涨4.5%，报59.2港元，成交额3446.85万港 元。 根据该协议的条款，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子 药物设计与优化，齐鲁制药将负责后续开发与商业化工作。该协议总额超9.31亿港元，包含开发和销售 里程碑付款，以及单位数的后续净销售额分成。 ...

每经AI快讯，1月27日，英矽智能在港交所公告，公司已与齐鲁制药集团及其附属公司上海齐鲁制药研 究中心，达成药物研发战略合作并签署相关协议。透过该合作，双方将依托英矽智能自有Pharma.AI解 决方案，针对特定靶点开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管理。该协议总额超 过9.31亿港元，包含开发和销售里程碑付款，以及单位数的后续净销售额分成。 ...

（原标题：英矽智能(03696)与齐鲁制药达成超过9.31亿港元的药物研发合作 加速心血管与代谢类疾病 创新疗法开发） 根据该协议的条款，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子 药物设计与优化，齐鲁制药将负责后续开发与商业化工作。该协议总额超9.31亿港元，包含开发和销售 里程碑付款，以及单位数的后续净销售额分成。 透过该合作，双方将依托英矽智能自有Pharma.AI解决方案，针对特定靶点开展小分子抑制剂合作开 发，关注心血管与代谢类疾病领域管理。 智通财经APP讯，英矽智能(03696)发布公告，英矽智能已与齐鲁制药集团及其附属公司上海齐鲁制药研 究中心，达成药物研发战略合作并签署相关协议。 ...

英矽智能(03696)发布公告，英矽智能已与齐鲁制药集团及其附属公司上海齐鲁制药研究中心，达成药 物研发战略合作并签署相关协议。 根据该协议的条款，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子 药物设计与优化，齐鲁制药将负责后续开发与商业化工作。该协议总额超9.31亿港元，包含开发和销售 里程碑付款，以及单位数的后续净销售额分成。 透过该合作，双方将依托英矽智能自有Pharma.AI解决方案，针对特定靶点开展小分子抑制剂合作开 发，关注心血管与代谢类疾病领域管理。 ...

格隆汇1月27日丨英矽智能(03696.HK)发布公告，英矽智能已与齐鲁制药集团及其附属公司上海齐鲁制 药研究中心("齐鲁制药")，达成药物研发战略合作并签署相关协议。透过该合作，双方将依托英矽智能 自有Pharma.AI解决方案，针对特定靶点开展小分子抑制剂合作开发，关注心血管与代谢类疾病领域管 理。 根据该协议的条款，英矽智能将利用自主搭建的Pharma.AI平台，关注用于代谢疾病领域的新颖小分子 药物设计与优化，齐鲁制药将负责后续开发与商业化工作。该协议总额超9.31亿港元，包含开发和销售 里程碑付款，以及单位数的后续净销售额分成。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 英矽智能 （於開曼群島註冊成立的有限公司） （股份代號：3696) 自願公告 英矽智能與齊魯製藥達成超過9.31億港元的藥物研發合作 加速心血管與代謝類疾病創新療法開發 本公告由英矽智能（「本公司」，連同其附屬公司統稱「本集團」）自願作出，以告知 本公司股東及潛在投資者有關本集團的最新業務更新。 本公司董事會（「董事會」）欣然宣佈，英矽智能已與齊魯製藥集團及其附屬公司上 海齊魯製藥研究中心（「齊魯製藥」），達成藥物研發戰略合作（「該合作」）並簽署相 關協議（「該協議」）。 透過該合作，雙方將依託英矽智能自有Pharma.AI解決方案，針對特定靶點開展小 分子抑制劑合作開發，關注心血管與代謝類疾病領域管理。 根據該協議的條款，英矽智能將利用自主搭建的Pharma.AI平台，關注用於代謝疾 病領域的新穎小分子藥物設計與優化，齊魯製藥將負責後續開發與商業化工作。 該協議總額超9.31億港元，包含開發和銷售里程碑 ...

Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]

消息面上，英矽智能今日宣布，其用于炎症及神经退行性疾病治疗的口服NLRP3抑制剂ISM8969临床试 验新药(IND)申请获得美国食品药品监督管理局(FDA)批准，用于帕金森病治疗。即将开展的这项I期临 床研究旨在评估ISM8969在健康人群中的安全性、耐受性及药代动力学表现，并找到临床推荐最佳剂量 以供后续的进一步研究。值得一提的是，为加速ISM8969的全球开发，英矽智能已与衡泰生物达成共同 开发合作协议。双方各持有该项目50%的全球权益，同时英矽智能有权获得最高逾5亿港币的预付款和 里程碑付款。 此外，英矽智能日前发布了大语言模型训练框架Science MMAI Gym，旨在将具有因果推理能力的LLM 转化为具备在真实世界处理药物发现与开发任务能力的高性能引擎。经过训练后，原本在专业任务领域 失败率高达75%–95%的LLM，可在关键药物发现基准测试中实现最高10倍的性能提升。此次发布将进 一步推进制药超级智能(PSI)愿景。 英矽智能(03696)涨超6%，高见62.9港元创上市新高。截至发稿，涨6.11%，报62.5港元，成交额2637.99 万港元。 ...