智通财经APP获悉，港股恒生指数涨1.35%，涨352点，报26480点；恒生科技指数涨1.31%。港股早盘成 交1600亿港元。 中资券商股早盘回暖。券商三季度业绩预期乐观 ，机构称同比增速有望进一步扩大。东方证券 （039858）涨超8%；华泰证券(06886)涨超6%；中信证券(06030)涨超7%。 芯片股再度走高，算力龙头上市加速推进，机构称长期国产替代逻辑稳固。华虹半导体(01347)涨 3.8%；中芯国际(00981)涨1.4%；上海复旦(01385)涨1%。 有色股早盘活跃，有色金属行业稳增长工作方案出台，机构看好工业金属价格继续上行。赣锋锂业 (01772)涨6.01%；中铝国际(02068)涨5%；招金矿业(01818)涨3.4%；洛阳钼业(03993)涨3.44%。 瑞浦兰钧(00666)再涨超17%，公司近期与Energy Vault签署供货协议，将供货3GWh储能系统。 建滔积层板(01888)涨超7%，机构指产品升级与覆铜板涨价有望贡献业绩增长势能。 博彩股延续近期涨势，澳博控股(00880)涨5.7%，国庆假期澳门游客量有望超过去年。 荣昌生物(09995)涨4.7%，泰它西普拟 ...

Core Viewpoint - Jingtai Holdings (02228) has seen a significant stock increase, rising over 8% and currently trading at HKD 12.97 with a transaction volume of HKD 1.223 billion, following a collaboration announcement with Hangzhou Baicheng Pharmaceutical [1] Group 1: Collaboration Details - Jingtai Technology has signed a letter of intent with Hangzhou Baicheng Pharmaceutical to utilize its "AI + Robotics" platform for new drug development [1] - Baicheng Pharmaceutical will commission Jingtai Technology to conduct pharmaceutical research and development [1] - The collaboration aims to address unmet clinical needs in various disease areas, including pain, hypersomnia, tumors, autoimmune diseases, and ophthalmology, leveraging Jingtai's AI drug development platform [1] Group 2: Strategic Meetings - On September 24, Jingtai Technology's chairman and CEO visited the headquarters of China Merchants Group to seek strategic collaboration [1] - The visit aimed to enhance communication and cooperation in accelerating new drug development, discovering new materials, and chemical automation [1] - Jingtai Technology looks to leverage this visit to achieve win-win development through resource advantages [1]

Core Viewpoint - Jingtai Holdings (02228) has seen a significant stock price increase, rising over 8% and currently trading at 12.97 HKD with a transaction volume of 1.223 billion HKD, following a collaboration announcement with Hangzhou Baicheng Pharmaceutical Technology Co., Ltd. [1] Group 1: Collaboration and Strategic Initiatives - Jingtai Technology has signed a letter of intent with Baicheng Pharmaceutical to utilize its "AI + Robotics" platform for new drug development [1] - The collaboration aims to address unmet clinical needs in various disease areas, including pain, hypersomnia, tumors, autoimmune diseases, and ophthalmology, leveraging Jingtai's AI drug development platform [1] - Both companies plan to explore the establishment of a joint venture to expand their commercial cooperation in drug development and other fields [1] Group 2: Strategic Meetings and Future Directions - On September 24, Jingtai Technology's chairman and CEO visited the headquarters of China Merchants Group to seek strategic collaboration [1] - The visit aimed to enhance communication and cooperation in accelerating new drug development, discovering new materials, and chemical automation [1] - Jingtai Technology is looking to leverage resource advantages for mutual development and success through this strategic engagement [1]

Group 1 - Jingtai Holdings (02228) saw a nearly 7% increase in early trading, with its stock price doubling since early August, currently up 5.55% at HKD 12.37, with a trading volume of HKD 448 million [1] - Jingtai Technology and Baicheng Pharmaceutical (301096) signed a letter of intent for collaboration, where Baicheng will commission Jingtai to utilize its "AI + Robotics" platform for new drug development, while Jingtai will engage Baicheng for pharmaceutical research [1] - The collaboration aims to address unmet clinical needs in various disease areas such as pain, hypersomnia, tumors, autoimmune diseases, and ophthalmology, leveraging Jingtai's AI drug development platform to advance innovative drug pipelines and potentially establish a joint venture for broader commercial cooperation [1] Group 2 - GF Securities stated that Jingtai is positioned as a third-party service provider for AI-driven drug development, serving both pharmaceutical and biotech companies, focusing on collaboration rather than locking clients into a specific pharmaceutical ecosystem [1] - Due to data security and ecosystem considerations, pharmaceutical and biotech companies prefer to collaborate with independent third-party vendors, suggesting that platforms like Jingtai could become foundational infrastructure in the industry [1] - As AI integration in drug discovery deepens, the value of third-party platforms is expected to increase, indicating a more sustainable business model and larger potential market space in the long term [1]

根据合作意向书，百诚医药将委托晶泰科技，利用其"AI+机器人"平台开展新药研发工作；晶泰科技将 委托百诚医药开展药学研究等研发工作。双方还计划针对疼痛、嗜睡、肿瘤、自免、眼科等多个疾病领 域尚未满足的临床需求，借助晶泰科技的AI药物研发平台，共同推进创新药管线的研发与孵化，并择 机成立合资公司，探索更广领域的商业合作。 人民财讯9月24日电，据晶泰科技消息，今天，晶泰科技(02228.HK)与百诚医药（301096）(301096.SZ) 宣布签订合作意向书。 ...

Core Viewpoint - Crystal Technology and Hangzhou Baicheng Pharmaceutical Technology Co., Ltd. have signed a letter of intent for collaboration in drug development using AI and robotics [1] Group 1 - Baicheng Pharmaceutical will entrust Crystal Technology to utilize its "AI + Robotics" platform for new drug research [1] - Crystal Technology will delegate Baicheng Pharmaceutical to conduct pharmaceutical research and other R&D activities [1]

Group 1 - The core viewpoint of the news is that Libo Biotech has successfully completed nearly 100 million yuan in Pre-A round financing, which will accelerate its development in the targeted RNA small molecule drug sector [1][2][3] - The financing was led by Tianshili Capital and Panlin Capital, with participation from Yuan Sheng Venture Capital, Zhejiang Province's "4+1" Biopharmaceutical and High-end Equipment Industry Fund, and Chengxin Venture Capital [1] - Libo Biotech was founded in September 2022 and has already secured angel investment from Innovation Works and Sequoia China in November of the same year [1] Group 2 - The company has developed an AI-enabled target discovery platform that overcomes traditional RNA secondary structure detection limitations, allowing for the identification of stable folded RNA tertiary structures with potential small molecule binding pockets [2] - Libo Biotech has established a comprehensive platform for screening, optimizing, and validating targeted RNA small molecules, supported by AI models that enable rapid discovery and optimization of small molecule drugs [2] - The company is advancing pipelines in central nervous system disorders, cancer, and autoimmune diseases, aiming to translate cutting-edge technology into clinical breakthroughs [2][3] Group 3 - The founder, Dr. Jian Zhan, expressed gratitude for the support from shareholders and emphasized the belief that stable tertiary structures in RNA are optimal targets for small molecule drugs, holding the key to disruptive therapies [3] - Tianshili Capital's partner, Tan Chongli, highlighted the global innovation of Libo Biotech in the targeted RNA drug development field and noted the challenges in this area, stating that targeting stable tertiary structures has high druggability [3] - The integration of AI in drug development is a key focus for Tianshili Capital, as it aims to enhance the efficiency and success rate of developing RNA small molecule drugs [3]