智通财经APP获悉，CRO概念股多数走高，截至发稿，昭衍新药(06127)涨14.89%，报12.5港元；泰格医药(03347)涨13.17%，报35.65港元；凯莱英(06821)涨5.75%，报58.85港元；康龙化成(03759)涨3.9%，报17.04港元。
国泰君安研报指出，CXO行业已接近周期性底部。随着全球降息周期开启带来的流动性改善，以及ADC、CGT等新技术范式驱动外包需求增长，行业有望于2025年进入稳增长阶段。华安证券认为，多数CXO海外业务已初现环比改善趋势；价格端，目前价格竞争已趋缓，叠加众多企业提质增效的推行，利润率水平有望逐步回升。业绩端，2025年大订单高基数已基本消化出清，CXO行业有望进入稳增长阶段。
国投证券则表示，随着AI主导的药物研发项目的成功率提升、相关研发管线持续取得进展，AI制药技术的进一步商业化应用值得期待。传统CXO公司顺应行业发展趋势，通过布局AI技术平台，提升现有业务的研发效率，更好地为自身客户的药品研发赋能。随着AI技术在药品研发各环节应用能力的持续提升，各CXO公司AI制药技术的进步和相关新平台的发布等或值得期待。
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