SK hynix released its quarterly report today (15th), reporting total revenue of KRW52.5763 trillion for 1Q26, Chosun Ilbo reported. Among which, revenue contributed by NVIDIA (NVDA.US) accounted for 14.8% of the total, reaching KRW7.7806 trillion (approximately USD5.188 billion), up 62.6% YoY, securing its position as the largest single customer.

Following NVIDIA, SK hynix added another new major customer. This new client contributed 12.4% of the company's total revenue in 1Q26 (approximately KRW6.5365 trillion). Although industry sources speculated that the customer could be Microsoft (MSFT.US) or other global tech giants such as Google, the disclosed filing did not reveal the specific name.
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AASTOCKS Financial News
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HONG KONG and SHANGHAI, May 15, 2026 /PRNewswire/ -- Ping An Insurance (Group) Company of China, Ltd. ("Ping An" or "the Group"; HKEX: 2318/82318; SSE: 601318) retained its position as the world's most valuable insurance brand in the "2026 Top 100 Most Valuable Global Brands" by Kantar BrandZ. With a brand value of over USD 37.2 billion, a year-on-year increase of 41%, Ping An ranked 71st among the 100 shortlisted brands, rising 13 places from last year.

The Kantar BrandZ report cites Ping An's commitment to technology-driven development and service innovation as the core drivers behind the significant increase in brand value, highlighting the Group's brand resilience and innovation momentum across economic cycles.

AI–Powered Innovative Services

In 2026, Ping An upgraded its AI-powered Express Service and Global Emergency Assistance:

• AI-powered Express Service: The first solution of its kind in the financial industry, providing customers with a single access point to complete transactions, financing, claims, and urgent requests using one sentence.
• Global Emergency Assistance: Connects with more than 200,000 medical institutions and 600,000 service providers, offering coverage across 233 countries and regions worldwide, with 38 service offerings designed to safeguard customer safety.

Integrated Finance Enhances Customer Development

Ping An's integrated finance model enables it to continue improving customer operating efficiency. As of March 31, 2026, the Group served nearly 252 million retail customers, and customer retention remained at a high level. Through four major categories of products, namely protection, asset management, credit, and service, Ping An systematically meets customers' diverse financial, health and senior care needs. 

The Group further strengthens customer engagement and retention through service‑based products. Over the past 12 months, the retention rate for customers holding two product categories reached 97%, while retention among customers holding three or more categories reached as high as 99%.

Full-Scenario Health and Senior Care Services

Ping An has built a full-scenario service network covering "online, in-hospital, at-home, and corporate" services:

• Ping An's proprietary medical AI large language model empowers online medical services. In the first quarter of 2026, more than 5.6 million users used Ping An's AI Doctor services.
• As of March 31, 2026, Ping An had partnered with more than 38,000 hospitals in China, achieving 100% partnership coverage of China's top 100 hospitals and 3A hospitals.
• In the home-based senior care space, cumulatively more than 290,000 customers had become entitled to Ping An's home-based senior care services as of March 31, 2026, an increase of approximately 50,000 from the beginning of the year.
• Ping An also served 165,000 corporate customers. Its one-click QR code payment service for offline medicine purchases by corporate health management customers now covers 111,000 pharmacies nationwide.

"AI in ALL" Empowers Business

Ping An has built a leading technology foundation, guided by an "AI in ALL" principle, to empower its businesses. In April 2026, Ping An's "Medical Large Model 3.5" achieved the highest global score on HealthBench Hard, an authoritative global medical AI benchmark released by OpenAI, outperforming several leading technology companies, including Meta and OpenAI.

In March 2026, Ping An's financial large language model ranked first overall on the CNFinBench leaderboard, an industry-leading benchmark for evaluating financial LLM capabilities. "AI in ALL" enables financial businesses to enhance customer experience, strengthen risk management, reduce costs, and drive sales growth.

In the first quarter of 2026:

• Ping An Life established a new claims standard "111 Quick Claims," with quick claims accounting for 59% of total claims;
• Ping An P&C's AI–powered anti–fraud claims interception reduced losses by RMB 3.65 billion;
• Ping An's AI service representatives handled approximately 487 million customer interactions, covering 82% of total service volume;
• AI agents supported demand analysis, personalized recommendations, and sales pitches, contributing to RMB 30.442 billion in sales.

Looking Ahead

Since its founding, Ping An has consistently regarded service as the foundation of its business. Guided by a customer–centric philosophy, the Group safeguards the well–being of millions of families through high–quality services. Designating 2026 as its "Service Year," Ping An will continue to deepen its "finance + services" business model.

By upgrading innovative offerings such as its AI–powered Express Service and Global Emergency Assistance, Ping An is committed to transforming every customer need into a concrete, tangible service scenario—elevating it into a reliable, high–quality lifestyle experience—while delivering more cost–effective healthcare and senior care solutions.

- End -

About Ping An Insurance (Group) Company of China, Ltd.

Ping An Insurance (Group) Company of China, Ltd. (HKEX:2318 / 82318; SSE:601318) is one of the largest financial services companies in the world. It strives to become a world-leading provider of integrated finance, health and senior care services. Under the technology-enabled "integrated finance + health and senior care" dual-pronged strategy, the Group provides professional "financial advisory, family doctor, and senior care concierge" services to its over 250 million retail customers. Ping An advances intelligent digital transformation and employs technologies to improve financial businesses' quality and efficiency and enhance risk management. The Group is listed on the stock exchanges in Hong Kong and Shanghai. As of the end of December 2025, Ping An had more than RMB13 trillion in total assets. The Group ranked 27th in the Forbes Global 2000 list in 2025, 47th in the Fortune Global 500 list in 2025, and ranked AAA in MSCI ESG Ratings in 2025.

For more information, please visit the www.group.pingan.com and follow our LinkedIn page - PING AN.

Sinopec's Zhong Ren Delivers Keynote Speech and Receives Global South Outstanding Contribution Award

CAIRO, May 15, 2026 /PRNewswire/ -- The Global South Media and Think Tank Forum Chinese-Arab Partnership Conference was held on May 13 in Cairo, Egypt, under the theme "Pooling Wisdom, Embarking on a New Journey: Jointly Building a China-Arab Community with a Shared Future."

Mr. Zhong Ren, director of the board of Sinopec Group, attended the Conference and delivered a keynote speech titled "Building a Foundation with Energy, Driving New Growth with Innovation, and Connecting Through Culture," sharing Sinopec's practices and insights in China-Arab cooperation and accentuating the group's firm commitment to contributing to a closer China-Arab community with a shared future.

For its active engagement in cooperation initiatives, its exceptional contribution to promoting mutual trust and amplifying the voice of the Global South, as well as its demonstrated spirit of collaboration and outstanding leadership, Sinopec was presented with the Global South Media and Think Tank Cooperation & Communication Partnership Outstanding Contribution Award.

In his keynote, Mr. Zhong noted that the friendship between China and Arab states spans over a millennium and continues to grow stronger. Chinese and Arab civilizations have complemented and inspired each other, setting a shining example of dialogue and mutual learning among world civilizations. Under the strategic guidance of head-of-state diplomacy, China-Arab relations have embraced new historical opportunities. As highlighted in the Think Tank report "Achievements, Opportunities, and Prospects of China-Arab Cooperation in the New Era" released by Xinhua News Agency, China-Arab cooperation has injected stability and certainty into the world and set a benchmark for South-South cooperation.

"Sinopec has always adhered to the principle that 'energy security means common security and energy development means coordinated development.' We have been deeply involved in landmark projects such as the Yanbu Refinery in Saudi Arabia and the Al-Zour Refinery in Kuwait, while continuously expanding oil and natural gas trade and promoting the coordinated development of traditional energy and green new energy," he said.

At the same time, Sinopec is accelerating its digital and intelligent transformation, building an independent and controllable AI system as well as an international omnimedia communication matrix, contributing to the development of the Global South's independent discourse system. In terms of cultural exchange, Sinopec has established "Silk Road Book Houses" in eight Arab countries, donating over 10,000 books and training more than 100,000 local professional and technical personnel, continuously building a bridge for dialogue and people–to–people connectivity between China and the Arab states.

Mr. Zhong noted that the upcoming Second China-Arab States Summit will surely inject new momentum into China-Arab relations and South-South cooperation. Sinopec is ready to join hands with all partners to contribute greater efforts toward building an even closer China-Arab community with a shared future.

The two-day event co-hosted by Xinhua and the League of Arab states gathered about 250 representatives from around 110 media outlets, think tanks, government institutions, and enterprises from China and Arab countries, as well as from international and regional organizations.

HONG KONG, May 15, 2026 /PRNewswire/ -- Akeso, Inc. (9926.HK) ("Akeso" or the "Company") today announced that compelling results from its randomized, double-blind, placebo-controlled Phase II trial (AK117-206) of ligufalimab (AK117) will be presented as an oral presentation at the 2026 European Hematology Association (EHA) Congress. The abstract is now available on the EHA Congress platform.

Ligufalimab is Akeso's proprietary next-generation humanized IgG4 anti-CD47 monoclonal antibody. The study evaluated ligufalimab in combination with azacitidine (AZA) and venetoclax (VEN) in patients with treatment-naïve acute myeloid leukemia (AML) who are ineligible for intensive chemotherapy.

The abstract data demonstrated that the ligufalimab-based triplet regimen delivered encouraging efficacy, with significant improvements in survival outcomes. The combination also showed a manageable safety profile, offering a potentially better-tolerated treatment option for this vulnerable patient population.

As of the November 2025 data cutoff, key findings included:

Deep and Durable Tumor Remission

• The objective response rate (ORR) was 80.0% in the ligufalimab arm versus 66.7% in the control arm, with a composite complete remission (CRc) rate of 56.7% versus 53.3%. Among patients achieving CRc, the measurable residual disease (MRD) negativity rate was higher in the ligufalimab arm (46.7% versus 36.7%).
• Median duration of CRc was substantially longer in the ligufalimab arm at 10.4 months versus 6.5 months in the control arm.

Encouraging Survival Benefit Trend

• At a median follow-up of 8.84 months, median overall survival (mOS) in the ligufalimab arm was not yet reached, versus 8.3 months in the control arm. The 9-month overall survival rate was 78.7% in the ligufalimab arm versus 43.1% in the control arm; the 6-month OS rates were 83.3% versus 73.2%, respectively.

Favorable Safety Profile With No New Safety Signals Observed

• The incidence of overall treatment-emergent adverse events (TEAEs) and serious adverse events was comparable between treatment arms. The most common TEAEs were generally consistent with those expected in the context of AML and AZA+VEN therapy.
• Anemia occurred in 46.7% of patients in the ligufalimab arm versus 50.0% in the control arm.

Notably, ligufalimab has already received Orphan Drug Designation (ODD) from the U.S. FDA for the treatment of AML. Akeso is advancing its ligufalimab clinical development programs at a globally competitive pace across both hematologic malignancies and solid tumors. Ligufalimab is also the first anti-CD47 monoclonal antibody worldwide to enter a registrational Phase III clinical trial in solid tumors.

About Akeso
Akeso (HKEX: 9926.HK) is a leading biopharmaceutical company committed to the research, development, manufacturing and commercialization of the world's first or best-in-class innovative biological medicines. Founded in 2012, the company has established a robust R&D innovation ecosystem centered on its Tetrabody antibody technology platform, AI-powered drug R&D platform, Dual-Shield ADC technology platform, Dual-Lock T-cell engager (TCE) technology platform, Tissue-Smart siRNA/mRNA technology platform, and cell therapy technology platforms. Supported by a global-standard GMP manufacturing infrastructure and a highly efficient, integrated commercialization model, the company has evolved into a globally competitive biopharmaceutical focused on innovative solutions. With fully integrated multi-functional platform, Akeso is internally working on a robust pipeline of over 50 innovative assets in the fields of cancer, autoimmune disease, inflammation, metabolic disease and other major diseases. Among them, 27 candidates have entered clinical trials (including 15 bispecific/multispecific antibodies and bispecific ADCs. Additionally, 7 new drugs are commercially available. Through efficient and breakthrough R&D innovation, Akeso always integrates superior global resources, develops the first-in-class and best-in-class new drugs, provides affordable therapeutic antibodies for patients worldwide, and continuously creates more commercial and social values to become a global leading biopharmaceutical enterprise.

Forward-Looking Statements
This announcement by Akeso, Inc. (9926.HK, "Akeso") contains "forward-looking statements". These statements reflect the current beliefs and expectations of Akeso's management and are subject to significant risks and uncertainties. These statements are not intended to form the basis of any investment decision or any decision to purchase securities of Akeso. There can be no assurance that the drug candidate(s) indicated in this announcement or Akeso's other pipeline candidates will obtain the required regulatory approvals or achieve commercial success. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements.

Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in P.R.China, the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; Akeso's ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of the Akeso's patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions.

Akeso does not undertake any obligation to publicly revise these forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.

JD-SW (09618.HK) announced its latest promotional offers. Starting today (15th), consumers who visit the JD self-operated flagship store for Apple products to purchase an iPhone 17 Pro can receive an RMB1,000 Apple surprise coupon, which can be combined with a trade-in subsidy of up to RMB1,000, bringing the maximum total discount to RMB2,000 and a final price as low as RMB6,999.

In addition, orders for the full range of Apple products including Mac, Apple Watch, AirPods and iPad on JD also enjoy exclusive discounts. The iPhone Air offers discounts of up to RMB3,100, selected Apple Watch models receive an immediate RMB200 reduction, and selected iPad Air models receive an immediate RMB300 reduction. JD also offers immediate stock availability, with new models delivered as fast as within hours.

JD-SW last quoted at HKD128, down 1.61%, with turnover of 4.6656 million shares, involving HKD601 million.
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AASTOCKS Financial News
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According to incomplete statistics, more than 10 new energy vehicle (NEV) makers have recently adjusted prices, reduced discounts or planned to raise prices in 2Q26, Chinese media reported.

Among them, BYD COMPANY (01211.HK) raised the prices of smart driving optional packages for certain models by more than RMB2,000. XIAOMI-W (01810.HK) lifted prices of its new-generation SU7 series by RMB4,000. Tesla, Inc. (TSLA.US) raised prices of the Model Y Long Range and Performance versions by RMB18,000 and RMB20,000, respectively.

In addition, NIO-SW (09866.HK) and XPENG-W (09868.HK) have planned to increase vehicle prices in 2Q26. Meanwhile, brands such as Tesla, Zeekr and Avatr have tightened their interest-free auto financing policies, leading to higher implicit car purchase costs.

A sales representative at a NIO-SW store in Beijing said prices of the main models currently remain unchanged, but the RMB10,000 terminal discount may be cancelled later, which would increase car purchase costs.

A sales representative at a BYD COMPANY store noted that the recent price hikes only apply to certain special optional versions, while prices of base models remain stable.
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AASTOCKS Financial News
Website: www.aastocks.com

Chinese President Xi Jinping held talks today (14th) at the Great Hall of the People in Beijing with US President Donald Trump, who is on a state visit to China. Representatives from the US business community were also present.

The White House press pool saw Tesla (TSLA.US) CEO Elon Musk, NVIDIA (NVDA.US) CEO Jensen Huang and Apple (AAPL.US) CEO Tim Cook outside the Great Hall of the People, foreign media reported.

Among them, Musk described the talks as very smooth and said that many good things are happening. Cook also gave a thumbs-up to the cameras. Huang likewise revealed that the meeting proceeded smoothly and said that the leaders of both countries were terrific.
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AASTOCKS Financial News
Website: www.aastocks.com

秉持整合、創新與共榮理念 持續支持澳門建設世界旅遊休閒中心

澳門2026年5月12日 /美通社/ -- 亞洲博彩業年度盛會「2026 亞洲國際娛樂展」（G2E Asia）今日於澳門威尼斯人^®開幕。金沙中國有限公司行政總裁兼執行董事鄭君諾獲邀擔任主旨演講嘉賓，就澳門綜合旅遊業乃至多元發展路向等重要議題，向現場二百名來自區內行業領袖及旅遊業持份者分享洞見。

此次演講以「協同演進：秉持整合、創新與共榮理念推動澳門多元發展」為題，闡述了金沙中國如何透過具前瞻性的整合策略、變革性的創新舉措以及以共榮為本的發展思維，共同勾勒澳門可持續發展的長遠藍圖。

澳門多元發展的藍圖，可追溯至拉斯維加斯金沙集團已故創辦人蕭登．艾德森先生（Sheldon G. Adelson）的遠見卓識。在他的領導下，集團於澳門的首個項目——澳門金沙於 2004 年落戶澳門，澳門首個大型綜合度假村——澳門威尼斯人亦於2007 年落成，涵蓋零售、娛樂、酒店及會展設施，為路氹金光大道綜合發展奠定基礎，並為澳門旅遊業發展格局翻開新章。

金沙中國持續投放資源於酒店、會展、娛樂及零售，持續推進本澳多元經濟版塊，旗下擁有 14,000 個座位的威尼斯人綜藝館，從不間斷舉辦大型演唱會及國際巨星演出，吸引國際目光聚焦澳門；在會展領域，金沙中國擁有超過160 萬平方呎的會展設施，吸引世界級會展活動落戶澳門，龐大國際商務旅客團隊到訪，有效延長客留，進一步鞏固澳門作為亞洲商務旅遊樞紐的地位。此外，金沙中國更擁有全澳最大的零售空間，提供近780間世界級頂尖免稅品牌商舖，為澳門零售業發展提供強力支持。

作為澳門綜合度假村營運模式的先驅，金沙中國二十多年來始終堅定支持澳門經濟適度多元發展，且對澳門未來充滿信心。首先，在中央人民政府及澳門特區政府的領導下，澳門政治局勢穩定，彰顯「一國兩制」的制度優勢，為長期投資、持續開發及高質量增長提供了安全的營商環境。其次，澳門背靠擁有近 9,000 萬人口的粵港澳大灣區，擁有強勁而穩定的自然需求，並與全球主要市場保持緊密聯繫。此外，澳門坐擁規模龐大的高端綜合度假村集群，在供應端形成無可比擬的優勢，輔以港珠澳大橋等政府基建，不僅提升了旅遊產業的效率與規模，更讓澳門的競爭力得以長久維持。

展望未來，鄭君諾指出，「盛事經濟」將成為澳門下一階段多元發展的核心動力，而相對明確定位及策略性的活動編排，將在吸引國際客源及推動經濟多元發展方面發揮愈加關鍵的作用。未來金沙中國將持續聚焦具世界影響力的大型盛事，令其影響力和長期價值達至最大化。相關活動可望為整體經濟帶來更廣泛的外溢效應，惠及更多更廣的產業鏈。

旗艦級娛樂及體育盛事亦為提升城市品牌帶來顯著效益。2025 年 10 月舉行的 NBA 中國賽標誌着重要里程碑。賽事在中國內地社交媒體平台錄得約 30 億次線上曝光，大幅提升澳門在全球體育及娛樂版圖上的能見度。配合賽事，金沙中國策劃了約 100 項延伸活動，包括 NBA House、公益周社區活動、球迷互動及澳門首家 NBA 旗艦店，確保其影響力由場館延伸至更廣泛的社區層面。

推動經濟多元化的意義不僅在於旅遊收益，更在於為本地社區創造有意義的長遠福祉。金沙中國長期致力於透過大型活動的協同效應，推動社區關懷、提質義工服務，並促進藝術文化發展、中小企扶持及社區活化等，確保旅遊業的增長能持續推動社會不同界別的廣泛參與及分享。

金沙中國重申對澳門未來的堅定信心，並承諾持續投資高質量的非博彩項目，攜手政府、業界及社區，支持澳門建設世界旅遊休閒中心。

關於金沙中國有限公司
金沙中國有限公司（香港聯交所：1928，「金沙中國」或「公司」）是一所於開曼群島註冊成立的有限公司及在香港聯合交易所有限公司上市的公司。金沙中國是澳門最大的綜合度假村經營商，於路氹金光大道上設有澳門威尼斯人^®、澳門百利宮、澳門巴黎人^®，以及澳門倫敦人^® 等物業項目，同時擁有及經營位於澳門半島的澳門金沙。公司旗下的各綜合度假村集合多樣化的娛樂消閒、商務設施及客運業務，包括大型會議及展覽場地、各式餐廳食肆、購物中心、於威尼斯人綜藝館、倫敦人綜藝館、威尼斯人劇場、巴黎人劇場、倫敦人劇場及金沙劇場舉行的世界級娛樂表演，以及來往港澳的金光飛航高速渡輪服務。公司在路氹金光大道的各物業發展項目，堅定並持續地為建設澳門成為世界旅遊休閒中心貢獻力量。金沙中國是全球度假村發展商拉斯維加斯金沙集團股份有限公司（紐約證券交易所：LVS）的附屬公司。

如欲索取更多相關資訊，請瀏覽網頁https://hk.sandschina.com/index.html。

傳媒查詢：
金沙中國有限公司 – 企業傳訊部
胡美寶
電話：+853 8118 2268
電郵：[email protected] 

鄭文軒
電話：+853 8118 2054
電郵：[email protected]

Chinese President Xi Jinping met with US President Donald Trump, who is on a state visit to China, at the Great Hall of the People in Beijing this morning (14th).

During the China-US presidential meeting, more than a dozen US business representatives, including Tesla (TSLA.US) CEO Elon Musk, Apple (AAPL.US) CEO Tim Cook, NVIDIA (NVDA.US) CEO Jensen Huang and Boeing (BA.US) CEO Kelly Ortberg, entered the meeting venue under staff guidance, Chinese news broke.
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香港2026年5月14日 /美通社/ -- 2026 年 5 月 13 日，由晶泰科技（XtalPi，2228.HK）參與早期投資與生態賦能的「全球 AI 藥物遞送第一股」劑泰科技（METiS TechBio，7666.HK）正式掛牌港交所，IPO 募資超 21 億港元，公開認購倍數超 6900 倍，刷新 2026 年港股醫療健康紀錄。這是繼 2024 年晶泰科技以「AI 制藥第一股」身份登陸港交所後，AI 制藥領域的又一裡程碑。首個生態賦能項目的成功上市，不僅為晶泰科技帶來可觀的股權價值回報，也強有力地驗證了其生態平台型企業的投資賦能模式。由晶泰科技構建的 AI 創新生態圈，已全面邁入價值兌現期。

晶泰科技是劑泰科技最早的投資人與生態賦能者，深度參與了其創業構想、團隊組建與早期技術賦能。兩家公司的創始團隊均出自 MIT，同樣以 AI 為技術核心構建可復用的底層研發平台，並先後獲得全球知名藥企與頭部投資機構的認可。從領先實驗室到登陸資本市場，這條技術產業化之路，晶泰科技探索了 10 年，而劑泰科技僅用了 6 年。如今，劑泰科技已構築全球最大規模的千萬級可電離脂質庫，其 AI 賦能制劑新藥 MTS-004 已推進至 III 期臨床，是中國進展最快的 AI 開發藥物管線。

至此，在已登陸港股的三家 AI 制藥公司中，晶泰科技與其投資的劑泰科技占據兩席。這不僅是兩家兄弟企業的「頂峰相見」，更標志著晶泰科技作為平台型龍頭企業的硬科技投資賦能模式，已獲得公開市場的實質性驗證。

始於MIT的創業共識:
跨越前沿概念，直擊產業痛點

晶泰與劑泰的創業交叉點，追溯到 2016 年秋天麻省理工學院（MIT）校園的一場初創項目開放日活動。

彼時，創立剛一年多的晶泰科技，正致力於讓前沿 AI 落地於解決新藥研發中藥物晶型預測這一關鍵難題。在那次活動中，晶泰科技聯合創始人溫書豪遇見了仍在 MIT 讀博的賴才達。賴才達所在的 Myerson Lab 是諾華與 MIT 聯合成立的實驗室，其研究方向天然橫跨學術前沿與產業應用——這與晶泰科技致力於將底層物理與 AI 算法轉化為真實產業創新力的理念高度同頻。基於相似的科研背景與務實的商業嗅覺，溫書豪即刻邀請賴才達作為早期團隊高管加入晶泰科技，推動公司 AI 預測與濕實驗驗證體系的閉環搭建。

在當時，AI 制藥仍是超前且富有爭議的方向。藥物研發周期漫長，大多數藥物早期發現算法難以在短期內獲得實驗閉環驗證，產業界態度審慎，敢於押注的投資人也為數寥寥。但晶泰選擇的路徑不同：以晶型預測這一具體、可驗證的技術環節為切口，並參與全球盲測競爭，從而快速驗證了其量子物理+AI 算法在精度、效率和能勝任的體系復雜度三方面的領先優勢，由此拿下與輝瑞的十年戰略合作訂單，獲得全球知名藥企的公開背書。這一裡程碑不僅驗證了晶泰的技術路徑，也讓當時正在思考再次創業方向的賴才達清晰看到，技術、市場、算力的快速發展下，AI 將成為制藥行業的大勢所趨。

真正的協同創業與生態共建發生在幾年之後。當賴才達決定再次創業，晶泰科技團隊深入參與了項目討論。在溫書豪的建議下，他決定將 AI 能力應用於藥物研發中另一個壁壘極高、且前景廣闊的環節——制劑開發與藥物遞送，並進一步聚焦到大分子藥物遞送這一環節。制劑與藥物遞送更貼近臨床，落地性更強，也更容易實現平台能力的快速驗證與閉環。隨後，晶泰的科學顧問、美國國家科學院與工程院兩院院士陳紅敏，以及 AI 算法專家王文首正式加入。對應晶泰科技，「劑泰科技」命名誕生。團隊於 2020 年正式成立，聚焦 AI 驅動的納米遞送系統，與晶泰的藥物發現與設計能力形成「設計+送達」的產業鏈縱深協同。溫書豪出任劑泰董事會成員，晶泰首席戰略官蔣一得出任產業顧問。

彼時，晶泰科技已完成在 AI 藥物研發領域的技術與商業積累，不僅以早期資本注入劑泰，還在技術層面，基於其已搭建的量子物理算法與雲端超算能力，賦能劑泰在初創期快速建起自己的研發平台。

由此，晶泰與劑泰同樣選擇從藥物臨床前研發的關鍵環節切入行業，一家向上游發展，打造 AI+機器人的一站式藥物發現平台，橫跨小分子、抗體、多肽、siRNA、分子膠等多重藥物模態；一家向下游深耕，自研全球首個 AI 納米遞送平台，僅用 6 年便建立起 10 余款管線項目，各自成長為具備稀缺研發能力、且已推動多款創新藥進入臨床階段的 AI 制藥標桿企業。

全球AI藥物遞送第一股:
突破「送藥」瓶頸的稀缺技術平台

劑泰科技此次上市吸引市場高度關注，核心在於其直面核酸與基因治療時代最棘手的工程難題之一——如何將藥物精准送達病灶。

傳統脂質納米顆粒（LNP）遞送存在根本性局限：絕大多數 LNP 被肝髒被動捕獲，肝外遞送效率極低，嚴重制約 mRNA、基因編輯等新一代療法的臨床應用。劑泰自研的全球首個 AI 納米遞送平台 NanoForge，正是在這一瓶頸上實現系統級突破，有望像精准制導的火箭，解決新分子成藥的「最後一公裡」問題，將傳統遞送方法無法勝任的分子與靶點納入射程，打破潛力分子因遞送問題而臨床折戟的成藥魔咒。

基於 NanoForge 平台, 劑泰科技開發了AiLNP（AI 納米遞送系統設計平台）、AiRNA（AI mRNA序列設計平台）、AiTEM（AI小分子制劑設計平台）三大技術解決方案，以算法、智能體與高通量篩選實驗結合，覆蓋小分子、大分子等多種藥物模態。這一系列的平台能力突破，將遞送系統開發從「經驗試錯」推入「AI 驅動設計」的工程化紀元，跨越從「體外有效」（in vitro）到「體內有效」（in vivo）的研發鴻溝，讓極具潛力的分子快速實現臨床轉化，並增強藥物的安全性和有效性。劑泰已率先實現肝髒、肺、心髒、肌肉、腫瘤組織、免疫系統、中樞神經系統、胃腸道 8 個關鍵器官和組織的精准靶向遞送，肝靶向遞送效率超行業基准 20 倍。

在商業化策略上，劑泰科技采用「平台合作+產品合作」的雙輪驅動商業模式，形成「技術迭代－商業應用－真實數據反饋」的再循環協同生態。劑泰科技已與全球超 30 家制藥及生物技術伙伴建立合作，成立 6 年，已布局超 10 款管線產品。其中，MTS-004 是中國首款完成 III 期臨床的 AI 賦能制劑新藥，也是國內目前唯一一款完成臨床試驗的PBA（假性延髓情緒失控）藥物，有望填補巨大的臨床治療空白，從立項到完成 III 期臨床僅用 38 個月；MTS-105 有望成為全球首款體內mRNA編碼TCE實體瘤療法，用於治療肝癌及其他伴有肝轉移的晚期實體瘤，已進入研究者發起臨床（IIT）階段並獲美國 FDA 孤兒藥資格認定。

劑泰科技的平台實力已獲得臨床試驗與授權合作的雙重產業驗證。其單一靶點平台合作金額可達 1.09 億美元，MTS-004 在 PBA 適應症的裡程碑總額接近 18.5 億元人民幣，為公司提供了可持續的收入和明確的商業化空間。

值得關注的是，劑泰科技作為「全球 AI 藥物遞送第一股」，與「AI 制藥第一股」、「AI+機器人第一股」的晶泰科技在技術路徑上各有側重，底層邏輯卻一脈相承：都將 AI 模型、AI 智能體與高通量實驗體系深度融合，擁有持續自主產生高質量數據的核心引擎，構築了跨學科、可規模化復用的工程化平台，橫跨大小分子、核酸等多種藥物模態，並以平台能力驅動管線擴張與商業合作的雙向增長。晶泰定義了分子發現的新范式，劑泰填補了藥物遞送的關鍵拼圖。兩家公司先後上市，表明 AI 已超越「外掛工具」，成為藥物創新突破的核心驅動力與貫通全鏈條的底層基礎設施，正在規模化地實現臨床轉化與增量創造。

 AI for Science領域
首個生態平台型企業

晶泰科技的本質，是一家生態平台型企業。這一屬性決定了其成長邏輯不依賴單一管線或項目的成敗，而是通過可復用的底層能力布局多元創新生態，系統性地驅動創新成果的密集湧現，並收獲相應的財務與商業回報。晶泰科技多樣的生態網絡與產業落地能力已成為 AI for Science 時代最稀缺的資源之一，造就了其獨特的投資與孵化模式。

截至目前，晶泰科技已投資孵化超 30 家獨具技術優勢的科技初創企業，覆蓋新藥、新材料、底層算法等核心領域，其生態布局已超越傳統的財務投資，演變為深度的生態平台賦能。劑泰科技作為首個成功 IPO 的投資樣本，印證了晶泰科技的投資眼光與這條賦能路徑的可行性，標志著晶泰在AI for Science領域的產業落地能力已構築起獨特的護城河。

長期以來，新藥與新材料研發受困於試錯成本高、驗證周期長、經驗難以規模化遷移的底層矛盾。為了打破這一產業僵局，晶泰科技將量子物理、 AI 、大規模機器人自動化實驗能力沉澱為三重核心競爭力——可持續迭代的 AI+機器人底層平台、大規模工程化的創新能力、優勢協同的開放式創新生態。

三重能力疊加下，晶泰科技正成為 AI for Science 時代的「全球科學基礎設施」，通過不斷復用算法與自動化實驗集群，沉澱跨學科真實數據，平台能夠持續、規模化地驅動源頭創新，挑戰兼具高難度與高回報的產業命題。

目前，這套底層平台已展現出跨模態、跨賽道的高度可遷移性。在小分子、抗體、多肽、核酸、分子膠等廣泛領域，晶泰的系統賦能能力正加速轉化為被投資企業的真實成果：助力希格生科（AI+類器官新藥發現）、萊芒生物（超低劑量新一代細胞治療）、默達生物（免疫代謝機制下的新一代平台型藥物)、溪礫科技（AI+RNA 靶向罕見病與自免疾病）等管線公司的多款創新藥實現臨床轉化；賦能耀速科技（AI+器官芯片）、深度原理（AI 新材料發現）、科邁生物（一鍵式抗體生成）等技術平台公司獲得裡程碑進展。這些密集落地的案例證明，晶泰已建立起高效、可復制的商業閉環，持續為行業與投資人創造價值。

面向未來，晶泰科技將繼續堅守長期主義，作為技術賦能者與生態構建者，依托標准化、規模化的 AI 與機器人平台，將前沿算法轉化為新藥與新材料領域的真實創新力與生產力。在 AI for Science 的廣闊前沿，晶泰科技致力於讓更多源自專業實驗室的科學真知與「瘋狂而正確」的構想，以更高的確定性在產業土壤中生根發芽，轉化為推動行業向前、增進人類健康福祉的力量，繼續敲響商業化的勝利鍾聲。

關於劑泰科技 

AI 納米遞送，開啟健康未來。劑泰科技是一家人工智能（AI）驅動納米材料創新的生物科技公司，專注於利用靶向藥物遞送和藥物發現技術，幫助生命體戰勝疾病和衰老，重獲健康和活力。

劑泰科技由美國工程院院士陳紅敏博士以及 MIT 科學家賴才達博士、王文首博士於 2020 年聯合創立，已獲得國家專精特新「小巨人」、國家高新技術企業等重要資質認定。公司自主開發全球首個人工智能驅動的納米遞送平台 NanoForge，擁有目前全球最大規模千萬級 LNP 脂質庫，並基於 NanoForge 打造了三大核心解決方案：AiLNP（AI 納米遞送系統設計平台）、AiRNA（AI mRNA 序列設計平台）、AiTEM（AI 小分子制劑設計平台）。

公司已具備實現精准靶向肝髒、肺部、肌肉和免疫細胞等 8 個關鍵器官或組織的遞送能力，在多器官、多組織靶向遞送難題上取得突破性進展，為腫瘤、代謝系統疾病、自體免疫性疾病、神經系統退行性疾病等提供成藥機會，也在器官水平上為生命體抗衰提供可能。