AI4S is sparking a scientific research revolution—13 core listed companies locked in the golden赛道 of the industrial chain.

【Answer 1】 1. Sugon (603019): A leading player in the supercomputing sector, it has launched the ‘Xiwu’ scientific research large model, tailored for scientific computing. It provides domain-specific computing solutions for fields such as new materials and high-energy physics, deeply participates in national-level scientific research computing infrastructure projects, and maintains a mature supercomputing resource and AI computing service system—making it a core supplier of AI4S computing infrastructure. 2. Zhizhen Technology (003007): Strategically positioned in the critical AI4S computing-resource scheduling segment, it co-developed the ‘Zhishuan’ heterogeneous computing-resource scheduling platform with research institutions. This platform boosts scientific research computing utilization by over 30%, addressing industry pain points like inefficient allocation and high costs of computing resources. The platform has completed localized testing and leads in commercialization progress, covering core scientific research scenarios including materials science and pharmaceuticals. 3. Daoshi Technology (300409): Holds equity stakes in AI4S-dedicated APU chips and operates its own atomic-scale intelligent computing center. Its chip accelerates material simulations up to 100× faster than GPUs and has secured orders from leading new-energy enterprises. (II) Algorithm Platforms (Technical Core, Highest Barrier) 1. Zhite New Materials (300986): A benchmark for AI4S application in new materials; jointly established a quantum + AI platform with the University of Science and Technology of China. Its high-performance materials have secured a $42 million overseas order, with clear industrialization prospects. 2. Dongyang Light (600673): Established a joint laboratory with DeepRidge Technology—a leading AI4S platform—to fully integrate AI4S technologies into the R&D workflows of electronic new materials and biopharmaceuticals. It has achieved phased results in optimizing next-generation electrolytes and electrode foil processes, demonstrating strong technology-transformation capability. 3. Hongbo Pharmaceutical (301230): Developed its proprietary PR-GPT scientific research model for novel drug target discovery; formed deep collaboration with top-tier AI4S platforms, compressing the lead-compound discovery cycle for new drugs to just 3–6 months—significantly enhancing R&D efficiency. It stands as a core investment target in the intelligent transformation of pharmaceutical R&D. (III) Scenario Applications (Value Realization, High Earnings Leverage) – Biopharmaceuticals (Fastest Commercialization) 1. Pharmablock (300725): Built an AI-driven molecular design and synthesis platform, integrating AI4S technologies across the entire workflow of drug-molecule building-block R&D. It delivers efficient R&D solutions to global pharmaceutical companies; the proportion of AI-assisted R&D projects continues rising, reflecting high commercialization maturity. 2. Tigermed (300347): Its ‘Yiya’ AI large model covers the full new-drug R&D lifecycle, optimizing clinical trial design. Its intelligent CRO service capabilities rank among the industry’s best. 3. EnHua Pharmaceutical (002262): Focuses on innovative CNS drug R&D, leveraging AI4S platforms to optimize small-molecule drug design processes—cutting R&D timelines by over 50%. It precisely tackles R&D bottlenecks in niche therapeutic areas, with a clearly defined technology-application rollout schedule.

Just spent three hours—finally selected the stocks deeply involved in AI + drug development. Only ten made the cut—definitely worth saving! They could surge sharply this week!!

【Answer 2】 Conceptual Link: The company strategically embraces AI comprehensively and has upgraded its ‘PharmAID Pharmaceutical Digital Intelligence System V2.0’, achieving AI empowerment across the entire drug lifecycle—from early R&D through clinical validation to post-marketing operations. Company Highlights: Over 25 high-value AI projects are already operational, with more than 50 additional use cases advancing concurrently—covering pharmaceutical project evaluation, target prediction, molecular optimization, and clinical trials. Fourth: Zelgen Biopharmaceuticals Core Business: Development of novel chemical and biological drugs. Conceptual Link: The company has built a leading small-molecule drug R&D platform integrating advanced drug stabilization technologies, structure–activity relationship (SAR) screening, and AI-assisted drug design & development. Company Highlights: It currently markets four approved innovative drugs and independently developed a pipeline of patented small-molecule drugs and bispecific/trispecific antibodies. Fifth: Huadong Medicine Core Business: R&D and manufacturing of specialty pharmaceuticals. Conceptual Link: The company has established an AI-assisted drug R&D platform, with applications already deployed in multiple key projects; the most advanced projects have entered the pre-PCC stage. Company Highlights: Its robust R&D pipeline includes three Class 1.1 novel drugs, fifteen Class 3 generic drugs, and five biosimilars—spanning diverse therapeutic areas. Sixth: Pharmablock Core Business: End-to-end services—from early drug discovery to commercial manufacturing. Conceptual Link: Leveraging AI, the company has built three distinctive molecular libraries: a DNA-encoded compound library, a fragment library, and an ultra-large-scale synthesizable virtual library backed by a drug-likeness large model. Company Highlights: It offers comprehensive end-to-end services—from early drug discovery to commercial manufacturing—and has pioneered its New Molecular Entity (NME) business. Seventh: Medicilon Core Business: Integrated preclinical CRO services for biopharmaceuticals. Conceptual Link: Its AICRO one-stop preclinical R&D platform provides services including protein structure prediction & simulation, and information extraction & cleaning—delivering comprehensive technical support for drug development. Company Highlights: As a professional integrated preclinical CRO for biopharmaceuticals, it covers the entire spectrum of preclinical new drug research. Eighth: BeiGene Core Business: Innovative therapeutics. Conceptual Link: The company applies AI across multiple innovative pipelines—including BTK PROTACs, CDK2 inhibitors, and MAT2A inhibitors. Company Highlights: A global, commercial-stage biotech firm, with over 60% of its revenue generated overseas—among the few domestic pharma companies achieving independent global commercialization. Ninth: Ganli Pharmaceuticals Core Business: Active pharmaceutical ingredients (APIs) and injectables. Conceptual Link: Entered a deep strategic partnership with XtalPi Holdings, adopting its AI-powered peptide drug R&D platform to accelerate novel target identification, molecular structure design, and candidate compound screening via AI algorithms. Company Highlights: Built a comprehensive R&D platform spanning peptides, proteins, PROTACs, and oligonucleotides—possessing end-to-end R&D capabilities. Tenth: Changchun High-Tech Core Business: Biopharmaceuticals and traditional Chinese medicine (TCM). Conceptual Link: Integrates AI across multiple specialized domains—including siRNA sequence design, high-concentration bioproduct development, and process optimization for long-acting growth hormone.

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