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艾美疫苗全面接入DeepSeek大模型
06660AIM VACCINE(06660) 证券时报网·2025-02-23 14:04

Core Viewpoint - The company aims to enhance its vaccine development and production processes by integrating the DeepSeek AI model across its entire business operations, focusing on cost reduction, quality improvement, and efficiency enhancement throughout the vaccine lifecycle [1][2][5]. Group 1: AI Integration in Operations - The company is fully integrating the DeepSeek AI model into its research, production, sales, and management processes, aiming to create an intelligent vaccine development system [2]. - By utilizing DeepSeek, the company plans to optimize mRNA vaccine sequence design and stability, improving the efficiency and quality of vaccine candidates [2][3]. - The integration of DeepSeek with clinical trial management systems is expected to streamline data collection and analysis, reducing clinical trial cycles while enhancing data accuracy and compliance [3]. Group 2: Production and Quality Management - The deployment of DeepSeek will enhance production and quality management by integrating with MES, LIMS, and SCADA systems, allowing for deep learning on production and inspection data [3]. - The company aims to build predictive models for production and quality inspection management, optimizing production processes and reducing energy consumption [3]. Group 3: Marketing and Management Enhancements - The integration of DeepSeek with CRM systems will improve data analysis efficiency and market data prediction, supporting strategic development and operational management [4]. - The company is also enhancing its management capabilities by building an enterprise-level knowledge base through the DeepSeek integration [4]. Group 4: Global Strategy and Market Potential - The company is advancing its global strategy by developing its mRNA vaccine pipeline, with the mRNA shingles vaccine recently submitted for clinical trials in the U.S. [5]. - Clinical trials have shown that the company's mRNA shingles vaccine has significantly higher immune response metrics compared to existing recombinant subunit vaccines [5]. - The global market for shingles vaccines is projected to reach approximately $23.9 billion by 2030, indicating substantial growth potential for the company’s mRNA shingles vaccine [5]. Group 5: Company Position and Future Outlook - The company is recognized as one of the earliest developers of mRNA vaccines in China, with a robust R&D system and a diverse product matrix [6]. - The company has established a comprehensive marketing network across China and has successfully exported vaccines to countries like Pakistan and Tajikistan, showcasing strong international expansion potential [6]. - Future product launches, including innovative vaccines, are expected to drive significant growth and value re-evaluation for the company [6].