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未来智造局|上海发力科研“新基建”:让AI读懂生命代码,跑出药物研发加速度
Xin Lang Cai Jing· 2026-02-08 15:28
Core Insights - The article discusses the integration of artificial intelligence (AI) in drug development, particularly focusing on siRNA (small interfering RNA) technology, which has shown significant potential in silencing disease-causing genes. AI models, such as the "Nüwa RNA model," are enhancing the efficiency of siRNA drug screening processes, moving from traditional trial-and-error methods to more precise selection techniques [1][2]. Group 1: AI and Drug Development - The application of AI models has improved in vitro screening efficiency by approximately 1.6 times compared to traditional methods [1]. - The Nüwa RNA model, developed by the Shanghai Institute of Intelligent Science in collaboration with Fudan University, aims to create a living scientific intelligence infrastructure that can be continuously evolved and utilized by scientists [2][3]. - The model integrates over 1 billion RNA sequences, structures, functions, and chemical modifications, achieving leading performance in RNA structure prediction and reverse folding tasks [2]. Group 2: Research and Development Process - The Nüwa RNA model allows for the rapid selection of around 200 high-potential candidates from thousands of sequences within hours, significantly enhancing the drug development process [3]. - The model has already validated siRNA design processes for over five targets, with preliminary experiments conducted for chronic diseases such as hyperlipidemia and hypertension [3][4]. - A closed-loop system has been established, where experimental data is continuously fed back into the AI model, facilitating iterative improvements in drug design [4]. Group 3: Star River Intelligence Platform - The "Star River Intelligence" platform consolidates over 400 scientific models and tools, aiming to lower research barriers and streamline the entire research process [5][6]. - The platform has built a repository of 40,000 high-value scientific datasets and covers nearly 500 million scientific papers, enabling intelligent search and report generation [6]. - The platform is designed to integrate various data, models, and methods into a unified research environment, enhancing the systematic advancement of scientific inquiries [6][7]. Group 4: Collaborative Research and Innovation - The platform promotes cross-disciplinary collaboration, allowing scientists from different backgrounds to work alongside AI algorithm experts, fostering innovation in life sciences [7]. - Successful outcomes from the platform include high-level research results, such as the "Sui Ren Catalytic Reaction Model," which have been published in top journals [7]. - The platform has seen significant engagement, with approximately 23,000 daily visits and active use among over 7,600 students and faculty from Fudan University and its affiliated hospitals [7].
科学智能领域迎来“上海时刻”
Xin Lang Cai Jing· 2026-02-05 07:53
记者了解到,此次发布的书生万亿科学大模型通过多项SAGE基础模型层的技术创新,拓宽了模型应用 边界,提升了超大规模训练可行性,推进了对可深度专业化通用模型的探索。 为构建能更深层次理解物理世界规律的科学大模型,研究团队引入了傅里叶位置编码(FoPE)并重构 时序编码器,还革新了内部的"路由机制"。传统方法存在训练低效和算力浪费两大痛点,新技术通 过"路由稠密估计",让模型在高效运行的同时能进行更充分的学习,提升了稳定性;进而通过"分组路 由"策略,像智能交通系统一样使海量计算芯片实现负载均衡,避免了资源闲置。 本报讯(记者 郜阳)昨晚,上海人工智能实验室宣布,开源全球首个基于"通专融合"架构的万亿参数 科学多模态大模型——Intern(书生)-S1-Pro。这是全球开源社区中参数规模最大的科学模型,其性能 表现稳居全球第一梯队,为AI for Science从"工具革命"的1.0阶段迈向以"革命的工具"驱动科学发现的 2.0时代,提供创新的系统性开源基座。 值得一提的是,书生万亿科学大模型验证了从原创模型架构到国产算力基座自主技术的完整链路。通过 开源开放,书生万亿科学大模型旨在降低全球科研门槛,与学术界和产 ...
晶泰控股获港交所正式批准完成28.66亿港元零息CB,国际长线资本扎堆认购
Zhi Tong Cai Jing· 2026-01-29 00:49
Core Viewpoint - Crystal Tech Holdings (02228) announced the issuance of zero-coupon convertible bonds totaling HKD 28.66 billion, aimed at enhancing R&D capabilities, commercial capacity, building facilities, and supplementing working capital [1][4]. Group 1: Bond Issuance Details - The bonds will mature in 2027 and are structured to balance financing efficiency, risk control, and the rights of both the issuer and investors [1]. - The initial conversion price is set at HKD 13.85 per share, representing a premium of approximately 20% over the company's stock price of HKD 11.54 on January 7, and a premium of 31.7% over the average closing price of HKD 10.516 over the previous five trading days [1]. - If fully converted, approximately 207 million new shares will be issued, accounting for 4.81% of the current issued share capital and 4.59% of the enlarged share capital, indicating a relatively moderate dilution [1]. Group 2: Investor Participation and Market Response - The bond issuance received over 10 times subscription coverage, with participation from leading international institutions such as BlackRock, Allianz, D.E. Shaw, Amundi, and Citadel, highlighting strong confidence in the company's business prospects [2][3]. - The participation of these renowned asset management firms reflects their focus on long-term value and industry growth, particularly in the AI and biopharmaceutical sectors [3]. Group 3: Strategic Implications - The issuance of zero-coupon convertible bonds is expected to inject sufficient funds into the company's core business areas, including R&D upgrades and commercial expansion, while optimizing the shareholder structure and enhancing the company's influence in global capital markets [4]. - This move not only validates the core value and growth potential of Crystal Tech Holdings but also serves as a practical reference for financing pathways for innovative companies in the industry [4].
“1+6+X”战略加持!沐曦股份2025年营收翻倍,亏损收窄,发力科学智能赛道
Jin Rong Jie· 2026-01-28 04:44
Core Viewpoint - Muxi Co., Ltd., known as the "second domestic GPU stock," has reported a significant increase in revenue and a notable reduction in losses for the year 2025, indicating a positive operational trend [1][3]. Financial Performance - For the fiscal year 2025, Muxi Co., Ltd. expects to achieve revenue between 1.6 billion to 1.7 billion yuan, representing a growth of 115.32% to 128.78% compared to the previous year's revenue of 743 million yuan, which translates to an increase of 857 million to 957 million yuan [3]. - The company is still in a loss position but has significantly narrowed its losses, with an expected net loss attributable to shareholders ranging from 650 million to 798 million yuan, a reduction of 43.36% to 53.86% compared to the previous year's loss of 1.409 billion yuan [5]. - The adjusted net loss, excluding non-recurring items, is projected to be between 700 million to 835 million yuan, down from a loss of 1.044 billion yuan in the previous year, reflecting a decrease of 20.01% to 32.94% [5]. Strategic Development - Muxi Co., Ltd. attributes its performance improvement to its "1+6+X" development strategy, which emphasizes market expansion and leverages its self-developed GPU product system and comprehensive software ecosystem, gaining widespread recognition and continuous procurement from downstream customers [5]. - The company has also seen a reduction in share-based payment expenses compared to the previous year, positively impacting its profitability [5]. Product Launch - On the same day as the earnings forecast, Muxi Co., Ltd. launched the new Xisuo X series GPU product line, which focuses on deep optimization for scientific intelligence scenarios, built on the company's proprietary GPU IP architecture [6]. - The Xisuo X series is the fourth product line introduced by the company, completing its product matrix across four core computational tracks: AI inference, AI training, graphics rendering, and scientific intelligence [7]. - The first product in this series, the Xisuo X206, features full-precision mixed computing capabilities and is designed to support both traditional high-performance computing tasks and AI-driven interdisciplinary research needs [7].
上海发布智算产业高质量发展倡议
Guo Ji Jin Rong Bao· 2026-01-28 00:07
1月27日,在2026"智算申城"高峰论坛上,"上海市智算产业高质量发展倡议"正式启动。 该倡议由上海仪电联合多家龙头企业共同发起,旨在协同推进新一代智算中心建设,构建高水平智算云服务体系,攻坚高能效服务器与高密度机柜技 术、共建开放协同的自主可控产业生态,致力于将智算产业打造成为上海经济高质量发展的新引擎。 上海仪电(集团)有限公司党委副书记、总裁、上海市算力网络协会理事长张建明致辞时表示,国内算力产业正从"设施规模"向"综合效能"转变,形 成"硬件—智算云—模型—应用"四级联动架构。 张建明说,上海仪电作为上海数智化建设的国资主力军,正全力推进智算基础设施迭代升级与国产自主可控生态建设,包括:持续扩容超万卡级先进性 能算力集群,推动高效制冷技术规模化落地;构建仪电智算云与算力调度服务平台,促进算力资源在多元场景中的便捷接入与高效流通;推动国产AI芯片 与仪电智算云深度适配,构建自主可控光互连GPU超节点等。市算网协会将持续促进行业协作与产学研融合,共同为上海"2+3+6+6"现代产业体系构建和经 济社会高质量发展注入强劲动能。 中国信息通信研究院党委副书记王晓丽致辞时表示,算力是数字经济的核心生产力,是推 ...
沐曦股份发布曦索X系列GPU 补齐科学智能赛道拼图
Xin Hua Cai Jing· 2026-01-27 15:41
Core Viewpoint - The launch of the Xisuo X series GPU by Muxi Co., aimed at optimizing AI for scientific applications, marks a significant advancement in the integration of traditional scientific computing and AI-driven research paradigms [2]. Group 1: Product Launch and Features - Muxi Co. introduced the Xisuo X series, specifically designed for AI for Science scenarios, enhancing its product matrix across four core areas: AI inference, AI training, graphics rendering, and now scientific computing [2]. - The first product in this series, the Xisuo X206, features mixed precision computing capabilities, large memory capacity, and advanced multi-card interconnect technology to address memory limitations in large-scale model training [2]. Group 2: Software Ecosystem and Applications - The Xisuo X206 is equipped with Muxi's self-developed MXMACA software stack, ensuring compatibility with mainstream GPU programming models and international standards, which significantly reduces code migration and deployment costs for users [3]. - This GPU not only supports traditional high-performance computing tasks like climate and meteorological simulations but also provides computational support for AI-driven interdisciplinary fields such as materials prediction and life sciences exploration [3].
GPU明星股 业绩大幅预增!
Shang Hai Zheng Quan Bao· 2026-01-27 14:01
Core Viewpoint - Muxi Co., Ltd. anticipates significant revenue growth for the fiscal year 2025, projecting revenues between 1.6 billion to 1.7 billion yuan, representing an increase of 115.32% to 128.78% compared to the previous year [2][6]. Group 1: Financial Performance - The company expects to achieve revenues of 1.6 billion to 1.7 billion yuan in 2025, an increase of 857 million to 957 million yuan from the previous year [6]. - The projected net loss for 2025 is estimated to be between 650 million to 798 million yuan, which reflects a reduction in losses by 611 million to 759 million yuan compared to the previous year, indicating a narrowing of losses by 43.36% to 53.86% [6]. Group 2: Product Development - Muxi Co., Ltd. launched a new GPU brand and product line, the Xisuo X series, designed to optimize scientific intelligence scenarios and enhance computational capabilities in cutting-edge research fields [5][8]. - The Xisuo X series completes the company's product matrix across four major computational power tracks: AI inference, AI training, graphics rendering, and scientific intelligence [6][8]. Group 3: Strategic Focus - The company adheres to a "1+6+X" development strategy, emphasizing market expansion and enhancing its market position in the high-performance GPU industry [6]. - Muxi Co., Ltd. aims to integrate artificial intelligence technology deeply across various industries, leveraging its strong product performance and comprehensive software ecosystem [6][7]. Group 4: Technical Advancements - The first product of the Xisuo X series, the Xisuo X206, features full-precision mixed computing capabilities and large memory capacity, addressing the memory bottleneck in large-scale model training and complex simulations [9]. - The Xisuo X206 is equipped with the self-developed MXMACA software stack, ensuring compatibility with mainstream GPU programming models and scientific computing frameworks, thus facilitating smooth code migration for users [9].
上海发起“科学智能开放社区算力支持计划” 助力科研范式变革
Zheng Quan Shi Bao Wang· 2026-01-27 07:12
人民财讯1月27日电,1月27日,在2026"智算申城"高峰论坛上,上海仪电牵头承建,联合百团百项7位 科学家代表联合发起"科学智能开放社区算力支持计划"。据悉,该项计划聚焦科学智能发展需求,构建 面向全球科学家的科学智能算力基础设施和智算云服务底座,为入驻科学家,提供一站式的科研工具、 模型、智能体服务和万卡级算力资源支持,助力科研范式变革。 ...
晶泰科技:携手东阳光药达成数亿元战略合作,加速商业化变现
Cai Jing Wang· 2026-01-27 06:40
Core Insights - A strategic cooperation agreement has been signed between Jingtai Holdings and Dongyang Sunshine Pharmaceutical Co., Ltd. to establish a joint venture focused on AI-driven drug development [1] Group 1: Partnership Details - The partnership aims to integrate Jingtai's AI and robotics drug development platform with Dongyang Sunshine's extensive experience in multi-target research data, biological insights, and pipeline development [1] - Both companies plan to build an AI and robotics joint laboratory and a non-clinical drug model to address long-standing challenges in drug development [1] Group 2: Investment and Goals - Dongyang Sunshine is expected to invest several hundred million yuan into the partnership [1] - The collaboration aims to create an industry-leading AI drug development engine and achieve technology export, establishing a diversified profit model of "pipeline co-creation + technology win-win" [1]
算力困局终被破!
是说芯语· 2026-01-27 00:03
思朗科技十年磨一剑,用 MaPU 与 " 天穹 " 超算重构全球科学智能科研新范式 人工智能、工业智能已迈入深耕落地的成熟期,科学智能(AI for Science,AI4S)则悄然崛起为科技突破的 " 隐形引擎 "。 AI 赋能基础科研,打破 "猜假设、做实验" 的传统模式,为微观探索、新药研发等前沿领域开辟全新方向 。 2025年11月,特朗普签署行政令启动"创世纪计划",以"曼哈顿计划2.0"的格局推动AI与科研深度融合,通过整合资源重构 科研全流程,让AI从辅助工具升级为科学发现核心驱动力。这一理念的源头,可追溯至2018年科研界的反思。彼时AI在科 研中仅零散作为工具,难以突破"被动辅助"瓶颈,无法触及核心规律探索。基于此,科研界萌生让AI深度参与科学发现的 构想," AI for Science "概念正式诞生,中文定名为" 科学智能 "。此后,全球范围内包括加州理工、谷歌 DeepMind 等国 际顶尖科研机构,以及我国多所高校和阿里、华为等科技企业纷纷布局,相继成立相关实验室,科学智能的内涵也不断升 级,从最初提升科研效率,逐步拓展到参与科研全流程。2024 年诺贝尔物理、化学奖中 AI 元素 ...