Changes in Hong Kong stocks | Kingsley Biotech (01548) rose more than 7%, AI Pharmaceuticals disrupts traditional R&D paradigms to create new R&D needs

The Zhitong Finance App learned that Kingsley Biotech (01548) has increased by more than 7%, and its stock price has doubled since the beginning of July. As of press release, it rose 5.47% to HK$26.22, with a turnover of HK$1,001 billion.

According to the news, US DNA synthesis company Twist recently released its third fiscal quarter report: achieved revenue of US$118 million, an increase of 23% over the previous year, and achieved growth for the 14th consecutive quarter. Guolian Minsheng Securities pointed out that the catalysis of Anthropic and Twist reflects that under AI4S logic, AIDD drives the accelerated release of demand in the downstream innovation supply chain; superimposing the unique competitive advantages of the pharmaceutical sector in anticipation of rebalancing, multiple factors resonate.

According to public information, 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. 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.