消息面上，2月10日，英矽智能与康哲药业宣布在中枢神经系统及自身免疫疾病领域的多个项目上达成 一系列由AI赋能的创新药物研发合作。根据合作协议，双方将结合英矽智能已验证的AI平台与AI赋能 创新药研发能力，以及康哲药业经验丰富的研发团队和对疾病领域的深度认知，共同推进不少于2个研 发项目的合作开发。同时，英矽智能有望就每个项目获得最高达数千万港元的研发费用支持。 大摩此前研报指出，英矽智能是AIDD领域的领先者，在技术验证与应用方面均取得实质性进展。其化 学模型的执行力支撑其可重复的"1-to-N"创新创造引擎；随着生物学模型的人体验证逐步显现，其潜在 上行弹性有望在整个行业进入广泛AIDD采用期时得到进一步释放。 英矽智能(03696)再涨超7%，高见72.55港元创新高。截至发稿，涨7.22%，报72港元，成交额1448.27万 港元。 ...

Core Viewpoint - The stock of Insilico Medicine (03696) has risen over 7%, reaching a new high of 72.55 HKD, driven by a collaboration announcement with Kanghong Pharmaceutical in AI-enabled drug development for central nervous system and autoimmune diseases [1] Group 1: Company Developments - Insilico Medicine and Kanghong Pharmaceutical have entered into a series of collaborative projects focused on AI-driven innovative drug development [1] - The collaboration will leverage Insilico's validated AI platform and drug development capabilities alongside Kanghong's experienced research team and deep understanding of disease areas [1] - Insilico is expected to receive up to tens of millions of HKD in research funding for each project [1] Group 2: Industry Insights - Morgan Stanley's previous report highlights Insilico Medicine as a leader in the AIDD (AI-Driven Drug Development) field, noting substantial progress in both technology validation and application [1] - The execution capability of Insilico's chemical models supports a repeatable "1-to-N" innovation creation engine, indicating strong potential for scalability [1] - As biological model human validation becomes more evident, the potential upside for Insilico is expected to be further released as the industry enters a broader adoption phase of AIDD [1]