智通财经APP获悉，CRO概念股继续走高，截至发稿，维亚生物(01873)涨9.72%，报1.58港元；康龙化成(03759)涨9.43%，报19.04港元；泰格医药(03347)涨7.45%，报38.2港元；药明生物(02269)涨5.76%，报25.7港元；药明康德(02359)涨5.74%，报69.95港元。
消息面上，近日，康龙化成发文宣布已完成对海心智惠的控股交易。此次交易标志着康龙临床通过整合海心智惠高质量合规的患者数据与AI技术平台，拓展提供优质的个性化患者管理服务。除康龙化成外，多家CRO公司已开启布局AI。维亚生物近日宣布本地部署DeepSeek-R1模型，进一步助力智能工作流。维亚生物表示，早在AI浪潮兴起之初，公司就着手搭建AIDD/CADD平台。泰格医药则表示，除了医雅智能翻译平台，公司积极拥抱人工智能技术，布局和开发更多的AI创新应用平台。
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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