药石科技已在多个业务领域系统化布局AI应用

Group 1 - The company has systematically laid out AI applications across multiple business areas, including the development of over 80 million novel molecular building blocks to address structural optimization challenges in new drug design [1] - In the CDMO process development area, the company has enhanced collaboration between its process development and digital teams, utilizing high-density data generated from automation to build machine learning models that optimize R&D processes [1] - The company achieved a revenue of 920 million yuan in the first half of the year, representing a year-on-year growth of 23.48%, with a strategic focus on revenue scale expansion and resource allocation towards technology services and CMC business [1] Group 2 - The company reported a net cash flow from operating activities of 467 million yuan in the first half of the year, a significant increase of 240.62% compared to the same period last year, with new CDMO orders growing by 19.88% [2] - Revenue from multinational pharmaceutical companies (MNCs) increased by 69.73% year-on-year, indicating deeper collaboration with these strategic clients [2] - The company’s mature workshop maintains a capacity utilization rate of 60%-70%, while a newly launched workshop is in the ramp-up phase, expected to gradually release capacity as new projects are introduced [2] Group 3 - The molecular building block market exhibits a dual structure, with significant price pressure in the generic product sector due to high competition, while high-value products maintain relatively stable prices [3] - The company aims to enhance product design to improve molecular rationality and ensure solution effectiveness through demand-driven approaches [3] - The company is focused on improving its digital sales system and global supply chain responsiveness, as well as integrating molecular building block resources with external cheminformatics platforms to strengthen customer engagement [3]