特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 6月12日， 晶泰科技（晶泰控股，XTALPI，2228.HK）宣布完成对英国 Li verpoolChiroChem（LCC）技术公司的收购 。本次收购将进 一步增强晶泰 "AI+机器人" 智能自主实验平台在化学空间探索领域的实力，将更好地服务国内外新药研发、新材料发现以及高价值化学品领 域的客户。 LCC 技 术 公 司 的 创 始 人 兼 首 席 执 行 官 Paul Colbon 博 士 表 示 ： "2020 年 ， 英 国 利 物 浦 大 学 课 题 组 关 于 AI 化 学 机 器 人 的 研 究 成 果 登 上 了 Nature杂志封面，我和Anthony Hux ley（公司化学负责人）很高兴看到这一理念今天在产业界已经得到了大规模的应用。我们期待与晶泰科 技一起，利用AI、机器人等前沿技术结合高质量数据，探索更广阔的化学空间，更快帮客户找到高价值分子。" 2014 年 ， LCC 技 术 公 司 创 立 于 英 国 利 物 浦 大 学 ， 长 期 致 力 于 新 颖 ...

德康农牧(02419)涨超7%，股价续刷上市新高，机构看好公司估值修复空间。 高鑫零售(06808)早盘涨近7%，全年扭亏为盈赚4.1亿元，德弘资本将推进各业态门店发展。 佑驾创新(02431)涨超5%，车规级L4自动驾驶小巴获项目定点，此前携系列产品亮相上海车展。 马鞍山钢铁股份(00323)涨超7%，一季度钢铁企业效益逐步改善，机构称行业基本面边际向好。 英诺赛科(02577)涨超15%，纳微与英伟达合作下一代800V电力架构，第三代半导体引关注。 古茗(01364)涨4.5%再创新高，公司下月或被纳入港股通，全年净增门店数量有望超2000家。 智通财经APP获悉，港股恒生指数跌0.55%，跌131点，报23695点；恒生科技指数跌0.66%。港股早盘成 交1076亿港元。 由中央广播电视总台社教节目中心、浙江总站、技术局主办的《CMG世界机器人大赛•系列赛》机甲格 斗擂台赛将于5月25日在杭州举行。机器人概念股活跃，德昌电机控股(00179)涨近6%，速腾聚创 (02498)涨超2%。 欧康维视生物-B(01477)再涨超18%，OT-703获准于海南博鰲进行真实世界研究。 思摩尔国际(06969)涨超 ...

SWK Holdings (SWKH) Q1 2025 Earnings Call May 16, 2025 10:00 AM ET Company Participants Susan Xu - Director - Investor RelationsJody Staggs - CEO & PresidentAdam Rice - CFO Conference Call Participants None - Analyst Operator Day, everyone. Welcome to the SWK Holdings First Quarter twenty twenty five Conference Call. At this time, all participants have been placed on a listen only mode, and the floor will be open for questions and comments after the presentation. It is now my pleasure to turn the floor over ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Viewpoints - The company is positioned as a rare asset in the AI for Science sector, aiming to disrupt traditional R&D paradigms and unlock significant market potential [1][14]. - The company has achieved a revenue milestone that qualifies it as a commercial entity under Hong Kong Stock Exchange rules, with a notable reduction in net losses [8][14]. - The integration of dry and wet lab experiments creates a data barrier that strengthens the company's competitive moat [8][14]. - The company is making progress in its collaborative drug pipeline and expanding its client base in new materials and other sectors [8][14]. - Short-term growth is driven by policy incentives, while long-term growth is supported by customer retention and successful project incubation [8][14]. Summary by Sections 1. AI for Science as a Rare Asset - The company, founded in 2015, leverages quantum physics and AI to provide innovative R&D solutions across pharmaceuticals and materials science [14]. - The founding team consists of MIT-trained scientists, enhancing the company's R&D capabilities [8][14]. - The company has raised approximately $732 million from global investors, establishing itself as a leader in AI-enabled drug discovery [17][19]. 2. AI Solutions and Automation Industry - The AI solutions market is expected to grow significantly, particularly in healthcare and materials science [26][30]. - The global automation market is rapidly expanding, with laboratory automation penetration projected to increase from 3.7% in 2022 to 23.2% by 2030 [27][30]. - The convergence of data growth, labor cost increases, and technological integration is driving the growth of AI solutions and automation [34]. 3. Revenue and Profitability Forecast - The company forecasts revenues of RMB 4.26 billion, RMB 6.83 billion, and RMB 10.95 billion for 2025, 2026, and 2027, respectively, with a projected return to profitability by 2027 [1][8]. - The adjusted net loss is expected to narrow significantly over the forecast period, indicating improving financial health [1][8]. 4. Market Trends and Opportunities - The AI drug discovery market is anticipated to grow from RMB 2.76 billion in 2022 to RMB 67.7 billion by 2025, driven by advancements in technology and increased collaboration [41][42]. - The solid-state R&D services market is projected to grow at a CAGR of 27.7%, reaching $20.9 billion by 2030 [52].