东阳光药战略合作公告要点解读核心要点 合作方： 东阳光药（06887）与深圳晶泰科技（晶泰控股02228全资子公司）于2026年1月26日签署战略 合作框架协议。 合作内容： 商业模式创新：共建AI超算平台，打造"模型即服务"（MaaS）商业模式 公司背景： 东阳光药拥有150款获批药物、100余款在研药物（含近50款一类创新药），2014-2023年专 利数量国内制药企业第一。 重要提示： 截至公告日尚未签订正式协议，合作存在不确定性。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况 或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 成立合资公司：共建AI驱动药物研发平台，成立联合实验室，聚焦自身免疫性疾病创新药物开发 大模型开发：联合开发PB-PK预测大模型，推广东阳光自主开发的"HEC-SynAI药物合成大模 型"和"HEC-PharmAI制剂大模型" ...

【重大事项】 东鹏饮料(09980)1月26日至1月29日招股 预计2月3日上市 紫金矿业(02899)：紫金黄金国际拟约55亿加元收购Allied Gold Corporation 100%股权 亚信科技(01675)与ABB机器人共建"具身智能实验室" 东阳光药(06887)与深圳晶泰订立战略合作协议，拟成立合资公司，共建AI驱动药物研发平台 豪威集团(00501)拟斥资不超过5000万美元认购爱芯元智首次公开发行股份 奇点国峰(01280)与沐曦股份达成GPU分销合作协议进军国产AI算力市场 国锐生活(00108)与明智医疗订立战略合作备忘录 共同推动"医疗+科技+场景"的深度融合与产业升级 【财报数据】 均胜电子(00699)发盈喜，预期年度归母净利润约13.5亿元 同比增长约40.56% 国泰君安国际(01788)发盈喜 预计年度净利润为12.80亿至13.80亿港元之间 同比大幅飙升265%至293% 天岳先进(02631)预期年度营业收入14.5亿元至15亿元 中国电力(02380)2025年合并总售电量为约1.26亿兆瓦时 中铝国际(02068)2025年新签合同总额为468.36亿元 同比增 ...

智通财经1月26日讯（编辑 冯轶）智通财经为您带来今日港股重要公告 1）公司要闻 中国电力(02380.HK)：2025年12月的合并总售电量为1073.105万兆瓦时，同比减少 2.31%；全年累计总售电量为约1.26亿兆瓦时，同比减少 1.27%。 哈尔滨电气(01133.HK)：预期公司2025财政年度取得归属于母公司所有者的净利润约人民币26.5亿元，上年同期取得约人民币16.86亿元。主要由于营业收入 有所增长，产品盈利能力进一步提高。 奇点国峰(01280.HK)：与沐曦股份达成GPU分销合作协议进军国产AI算力市场。 东阳光药(06887.HK)：与深圳晶泰订立战略合作协议，拟成立合资公司，共建AI驱动药物研发平台。 维昇药业-B(02561.HK)：注射用隆培生长激素的生物制品上市许可申请获国家药监局批准。 科济药业-B(02171.HK)：发盈警，预期2025年取得净亏损同比减少至不超过约1.2亿元。 兆科眼科-B(06622.HK)：透过与AFT及千寿建立伙伴关系，推动用于治疗老花眼的BRIMOCHOL PF于新加坡及越南的商业化进程。 恒瑞医药(01276.HK)：SHR-1049 注射 ...

(1)成立联合实验室，联合开发创新药物管线 东阳光（600673）药(06887)发布公告，本公司于2026年1月26日与深圳晶泰科技有限公司(深圳晶泰)订 立战略合作协议(战略合作协议)。根据战略合作协议，双方拟成立合资公司，共建AI驱动药物研发平 台，聚焦以下合作： 依托深圳晶泰全球化的商业网络和AI平台产品化经验，推广本集团自主开发的"HEC-SynAI药物合成大 模型"和"HEC-PharmAI制剂大模型"，以及全新一代PB-PK大模型。 (3)创建"模型即服务"(MaaS)的商业模式 双方计划以"算力支撑+数据开发+生态共享"模式共建AI超算平台，向学界与业界开放合作成果，将数 据资产和AI产品转化为"模型即服务"(MaaS)的商业模式。 董事会认为，战略合作协议为订约方提供宝贵机会利用各自的资源及专业知识，为彼此创造互利及协同 效应。因此，董事会认为，签订战略合作协议符合本公司及其股东的整体利益。 双方共建联合实验室，以AI驱动的自动化为目标，依托深圳晶泰自动化实验平台技术和部署经验，实 现"设计—构建—测试—学习"研发闭环，聚焦自身免疫性疾病，共同发现候选药物并由合资公司推进。 (2)大模型联合 ...

Company Overview - InSilico Medicine, a biotechnology company, focuses on integrating artificial intelligence and automation technologies to accelerate drug discovery and drive innovation in the life sciences sector [1][3]. Recent Developments - On January 5, InSilico Medicine announced a multi-year research collaboration with Servier, a global independent pharmaceutical company, to utilize its AI platform Pharma.AI in the oncology field, aiming to identify and develop new therapeutic drugs [1]. - The agreement allows InSilico Medicine to receive up to $32 million in upfront and milestone payments while leading the discovery and development of potential drug candidates [1]. Strategic Partnerships - InSilico Medicine has established multiple collaborations with pharmaceutical companies, including Fosun Pharma, Sanofi, Eli Lilly, and Menarini, to integrate AI capabilities into drug development [3]. - The company plans to adopt a diversified business model, including drug development collaborations, pipeline licensing, and software licensing, which provides stable revenue and alleviates cash flow pressure from high R&D investments [3]. Industry Insights - The industry consensus acknowledges that AI algorithms can shorten the drug development cycle, although the specific integration paths remain unclear. The collaboration between InSilico Medicine and Servier may offer a viable approach [1][2]. - Several domestic biotech companies leveraging AI technology have begun to produce distinctive products, with potential for continued influence in overseas markets [4]. Future Outlook - InSilico Medicine's CEO emphasizes that AI is evolving from a tool to a foundational infrastructure for pharmaceutical companies, requiring long-term technical accumulation and solid clinical validation [5].

Core Insights - Insilico Medicine and TaiGen Biopharmaceuticals have entered into an exclusive licensing agreement for the PHD inhibitor ISM4808, aimed at treating anemia associated with chronic kidney disease (CKD) in Greater China [1][3]. Group 1: Partnership Details - TaiGen will receive exclusive rights for the development, commercialization, and sublicensing of ISM4808 in Greater China, while Insilico Medicine will receive upfront payments, milestone payments based on development and sales, and tiered royalties based on net sales, with the total transaction amount reaching tens of millions of dollars [3]. - The partnership is expected to leverage Insilico's AI-driven drug discovery capabilities, which have demonstrated efficiency in identifying new drug candidates [4]. Group 2: Product Information - ISM4808 is recognized as a candidate drug for PHD inhibition, targeting the HIF-α pathway, which has been awarded a Nobel Prize, and aims to induce EPO production and improve iron utilization to enhance red blood cell regeneration [3]. - The drug has shown strong efficacy in preclinical studies, with a lower effective dose validated in chronic kidney disease rat models, and has received clinical trial approval from China's CDE in 2023 [4]. Group 3: Market Potential - The market for PHD inhibitors is experiencing rapid growth, with the market size in mainland China increasing from 50 million RMB to 2.45 billion RMB over five years, indicating a significant demand for oral medications that replace traditional injectable therapies [4].

Group 1: IPO Developments - Moer Thread has officially launched its IPO on the Sci-Tech Innovation Board, with a stock code of "688795," and plans to start subscription on November 24, marking a significant step in China's high-end GPU chip sector [3][4] - Moer Thread is recognized as the only domestic company that has achieved mass production of full-function GPUs, with applications in various fields including AI model training, digital twin, and cloud computing [5] - Yushu Technology has completed its domestic IPO counseling and will soon submit its prospectus, focusing on high-performance quadrupedal and humanoid robots [7][8] Group 2: Company Highlights - Moer Thread's MUSA unified system architecture allows for simultaneous support of AI computing acceleration, graphics rendering, and other advanced functions, establishing a key technical benchmark in the domestic high-end AI chip sector [4] - Yushu Technology has reported annual revenues exceeding 1 billion yuan, maintaining profitability since 2020, with a significant portion of its sales coming from quadrupedal robots [9][8] - Insilico Medicine has updated its prospectus for its Hong Kong IPO, focusing on AI-driven drug development and has established partnerships with major pharmaceutical companies [14][15] Group 3: Market Performance - Seyond Holdings Ltd. (Tudatong) has passed its hearing and plans to list on the Hong Kong Stock Exchange on December 10, specializing in automotive-grade LiDAR solutions [11][12] - Tudatong has delivered approximately 181,131 automotive-grade LiDAR units in the first three quarters of the year, reflecting a year-on-year growth of 7.7% [11] - Insilico Medicine's revenue is projected to grow from $30.15 million in 2022 to $85.83 million in 2024, with a significant increase in gross margin from 63.4% to 90.4% over the same period [15]

Core Insights - Insilico Medicine has announced a strategic collaboration with multinational pharmaceutical company Eli Lilly to accelerate the discovery and development of innovative therapies using Insilico's AI drug discovery platform, Pharma.AI [1] Group 1: Collaboration Details - The partnership will leverage Insilico's advanced AI technology and Eli Lilly's extensive experience in drug development and disease research [1] - Insilico will generate, design, and optimize candidate compounds based on agreed innovative targets using the Pharma.AI platform [1] Group 2: Financial Aspects - Insilico is entitled to receive over $100 million (approximately 712 million RMB) from this collaboration, which includes upfront payments, milestone payments during research, and tiered royalties on net sales after commercialization of the drugs [1] Group 3: Historical Context - This collaboration marks an upgrade in the partnership between Insilico and Eli Lilly, following a software licensing agreement established earlier in 2023 based on the AI platform [1]

Core Viewpoint - The stock of Heptagon Pharmaceuticals (02142) rose over 5%, currently up 5.46% at HKD 13.94, with a trading volume of HKD 17.1969 million, following the announcement of a strategic partnership with Evinova at the 8th China International Import Expo [1] Group 1: Strategic Partnership - Heptagon Pharmaceuticals and Evinova announced a strategic cooperation to leverage AI and digital technologies to enhance the efficiency of innovative biotherapy development [1] - The partnership aims to build an AI-driven open ecosystem for drug research and development by utilizing each company's strengths [1] Group 2: AI Platform Development - Heptagon Pharmaceuticals launched its first fully human AIHCAb model driven by the Hu-mAtrIx™ AI platform during a global R&D day event in Shanghai [1] - The model is based on proprietary HarbourMice® platform data and integrates a fine-tuned large language model (LLM) for sequence generation, complemented by high-precision AI classification and drugability prediction models [1] - Unlike traditional screening methods, the platform achieves a closed-loop process of AI design, intelligent screening, and wet lab validation [1]

Core Insights - Insilico Medicine aims to become the first globally to have an AI-enabled drug candidate enter Phase III clinical trials [2][4] - The company has developed a dual-engine business model focusing on both AI platform licensing and internal pipeline development [6] Company Overview - Insilico Medicine, founded in 2014, is a global AI-driven biotech company that utilizes its Pharma.AI platform for drug discovery and development [2] - The company has expanded the application of its AI technology to various sectors, including advanced materials, agriculture, nutrition products, and veterinary medicine [2] Pipeline and Clinical Progress - The core asset, Rentosertib (ISM001-055), is a first-in-class candidate for idiopathic pulmonary fibrosis (IPF) and has shown positive results in Phase IIa clinical trials in China [3] - The drug has received breakthrough therapy designation from the Center for Drug Evaluation (CDE) in China, which may expedite its clinical development and review process [3][4] - Insilico Medicine has generated over 20 clinical or IND-stage assets through its Pharma.AI platform, with three assets licensed to international pharmaceutical companies, totaling over $2 billion in contract value [4] Financial Performance - Revenue projections for Insilico Medicine from 2022 to 2024 are $30.15 million, $51.18 million, and $85.83 million, respectively, with gross margins increasing from 63.4% to 90.4% [5] - The net loss is expected to decrease significantly from $222 million in 2022 to $17.1 million in 2024 [5] Funding and Use of Proceeds - As of June 30, 2025, the company's cash and equivalents increased from approximately $126 million at the end of 2024 to about $213 million, primarily due to a Series E financing round [7] - The net proceeds from the IPO will be used for further clinical development of key pipeline candidates, development of new generative AI models, and expansion of automated laboratories [7]