晶泰控股（2228.HK）是全球稀缺的“AI+机器人”创新药研发企业，核心竞争力突出，长期成长逻辑清晰。
技术上，其“AI模型+自主实验平台”双轮驱动，200余个垂类AI模型覆盖全研发流程，28天即可完成非共价GPX4抑制剂发现；自动化平台7×24小时运转，实验效率远超传统人工，还助力辉瑞新冠药提早半年上市。
商业端，2025年与DoveTree签下470亿港元全球AIDD领域最大订单，叠加与辉瑞、强生等头部药企的合作，验证技术认可度。2025年上半年营收同比增403.8%，扣非净利扭亏，业绩放量。
作为AI制药前沿标的，叠加行业高景气，公司短期受益订单落地，长期凭技术壁垒打开增长空间，极具投资价值。
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