Changes in Hong Kong stocks | Kingsley Biotech (01548) rose more than 8% AIDD amplification test verification demand institutions are optimistic about strengthening the “water seller” logic

The Zhitong Finance App learned that Kingsley Biotech (01548) rose more than 8% in the intraday period. As of press release, it had risen 5.74% to HK$24.3, with a turnover of HK$1,237 billion.

According to the news, the global AI pharmaceutical market has entered the cash out period. The mid-report results of US stock Twist exceeded expectations. AI-related orders doubled year-on-year, and the annual revenue guidance was raised to US$456-457 million. According to reports, the Kingsley Life Science Business Group covers DNA synthesis, protein production, antibody development, and functional verification, and can further transform AI generation sequences into solid proteins and experimental data. AI-driven drug development and multi-antibody drug development demand are growing rapidly, driving rapid growth in the gene-to-protein business; in 2025, the life science business group's revenue was $522 million, an increase of 14.8% over the previous year, while continuing to expand automated and digital production capabilities.

Guolian Minsheng Securities believes that the core changes brought about by AIDD are an increase in the number of candidate molecules and an increase in verification traffic. Upstream biotechnology is expected to be the first to benefit as a “water seller” link to take on incremental demand. Upstream enterprises with an AI business layout and a foundation of customer cooperation are worth focusing on. Huafu Securities believes that AI pharmaceuticals are disrupting traditional R&D paradigms and creating new R&D needs, and CXO and upstream are expected to benefit systemically.