异动解读｜剂泰科技-P盘中上涨6.85%，CEO演讲强调Biological AI数据壁垒叠加十五五规划持续催化

行情直击09-23

9月23日，剂泰科技-P盘中上涨6.85%，报17.93港元，成交额5873.57万港元。

消息面上，多重利好持续催化。公司联合创始人、CEO赖才达近日受邀发表主旨演讲，强调生物医药AI核心竞争力在于持续获取高质量实验数据并转化为模型能力，提出AI制药"三层蛋糕"技术架构。政策端，"十五五"规划将AI制药列入医药工业重点任务，明确培育高价值应用场景。业务端，公司此前与昭衍生物签署合资协议设立昭泰智药，打造mRNA药物研发与产业化平台。兴业证券维持"增持"评级，指出NanoForge平台合作总额超60亿元，商业化价值持续兑现。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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