Citi believes AI could lower molecular design costs and expand the pool of R&D projects while making experimental validation a bottleneck. WuXi Biologics and Insilico Medicine stand to benefit from laboratory and manufacturing services, and platform and drug asset licensing, respectively.
Sinolink Securities is optimistic about wet-lab demand generated by the AI design and experimental validation loop; Sealand Securities is focused on growing sales of Huiquan 1983 and channel reforms, although its full-year profit forecast is below the actual figure for the first three quarters cited in the materials.
Agibot plans to put robots to work continuously in a convenience store; overseas AI drug discovery partnerships are increasing, while Vertiv’s order and earnings growth reflects expanding demand for data-center liquid cooling. Some related projects remain at the validation, inventory-building or preferred-bidder stage.
