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AI医疗再掀浪潮!晶泰控股拿下470亿港元管线合作签约
Sou Hu Cai Jing·2025-08-06 02:49

Group 1 - JingTai Technology (2228.HK) announced a collaboration with DoveTree, with a total order value of approximately HKD 47 billion, and has received an initial payment of about HKD 4 billion (USD 51 million) [1] - The collaboration will utilize JingTai's AI+robotics-based end-to-end drug discovery platform to identify and develop small molecule and antibody candidates targeting oncology, immunology, inflammation, neurological disorders, and metabolic disorders [1] - This partnership sets a new record for order size in the AI+robotics drug development sector, with potential payments amounting to 159 times JingTai's projected revenue for 2024 [1] Group 2 - The Hong Kong Stock Connect Medical ETF (520510) will be launched on August 7, tracking an index with over 20% exposure to AI medical concepts [2] - The Hang Seng Medical ETF (159892) focuses on innovative drugs and includes holdings in companies such as Alibaba Health, JD Health, and JingTai Technology [3]