597 lines
29 KiB
HTML
597 lines
29 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AI制药行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Nucleo Icons -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #3b82f6;
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top: 6px;
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left: -8px;
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z-index: 1;
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}
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.timeline-line {
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position: absolute;
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width: 2px;
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background-color: #e5e7eb;
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top: 22px;
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bottom: 0;
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left: 0;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.hover-scale {
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transition: transform 0.3s ease;
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}
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.hover-scale:hover {
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transform: scale(1.03);
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}
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#vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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opacity: 0.15;
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}
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</style>
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</head>
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<body class="bg-gray-50 text-gray-800">
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-indigo-800 mb-4">AI制药行业洞察报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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从概念验证到商业化落地，探索AI如何重塑药物研发的未来
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
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<i class="fas fa-history mr-3"></i>概念事件时间轴
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</h2>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<div class="space-y-6">
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-xl font-semibold text-indigo-600">2020年</h3>
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<p class="text-gray-700">AlphaFold2发布，蛋白质结构预测精度突破实验级，成为AI制药"元年"起点。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-xl font-semibold text-indigo-600">2024年8月</h3>
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<p class="text-gray-700">晶泰科技港股上市，首个纯AI制药公司登陆二级市场。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-xl font-semibold text-indigo-600">2025年1月</h3>
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<p class="text-gray-700">泓博医药发布AI平台Diorion，<span class="font-bold">服务69个新药项目</span>（5个进入临床I期）。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-xl font-semibold text-indigo-600">2025年6月</h3>
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<p class="text-gray-700">石药集团与阿斯利康达成<span class="font-bold">超50亿美元合作</span>（1.1亿美元预付款+里程碑），验证中国AI平台全球竞争力。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-indigo-600">2025年预期</h3>
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<p class="text-gray-700">英矽智能ISM001-055（IPF药物）将公布IIb期数据，可能成为首个AI发现的上市药物。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="gradient-bg rounded-xl p-6 text-white">
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<p class="text-lg leading-relaxed">
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AI制药已从"概念验证"进入<span class="font-bold text-yellow-300">商业化落地阶段</span>，核心驱动力是<span class="font-bold text-yellow-300">跨国药企订单验证</span>（如石药-阿斯利康50亿美元合作）和<span class="font-bold text-yellow-300">临床数据兑现</span>（AI药物I期成功率<span class="font-bold">88% vs 传统40-65%</span>）。未来3年将是"技术变现"窗口期，但需警惕数据壁垒和临床转化风险。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<!-- 核心驱动力 -->
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-microchip text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">技术突破</h4>
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<p class="text-gray-600 text-sm">AlphaFold3动态蛋白预测、生成式AI分子设计（如英矽智能Chemistry42平台）</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-dollar-sign text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">成本重构</h4>
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<p class="text-gray-600 text-sm">AI将药物发现周期从<span class="font-bold">3-5年压缩至12-18个月</span>（晶泰科技案例），成本降低<span class="font-bold">30-50%</span></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-landmark text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">政策催化</h4>
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<p class="text-gray-600 text-sm">中国"十四五"规划明确支持AI辅助药物研发，FDA发布AI药物监管框架草案</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">市场热度与情绪</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-chart-line text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">研报密集度</h4>
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<p class="text-gray-600 text-sm">2025年2-6月，中信、天风、开源等<span class="font-bold">10+家券商</span>发布AI制药深度报告，情绪<span class="font-bold">极度乐观</span></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-coins text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">资金动向</h4>
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<p class="text-gray-600 text-sm">2024年全球AI制药融资<span class="font-bold">58亿美元</span>（接近2022年峰值），中国占比<span class="font-bold">37起</span>（仅次于美国）</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- 预期差分析 -->
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale md:col-span-2">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-red-50 rounded-lg p-4">
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<h4 class="font-medium text-red-700 mb-2">市场忽略点</h4>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
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<span><span class="font-bold">数据孤岛</span>：药企私有数据不共享，公开数据质量参差（实验可重复率仅<span class="font-bold">20%</span>）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
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<span><span class="font-bold">临床断层</span>：AI优化前端（靶点发现）效果显著，但<span class="font-bold">II期成功率40%</span>仍依赖传统生物学验证</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 催化剂与路径 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
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<i class="fas fa-rocket mr-3"></i>催化剂与路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<!-- 近期催化剂 -->
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">近期催化剂（3-6个月）</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">2025Q3</h4>
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<p class="text-gray-600 text-sm">英矽智能ISM001-055 IIb期数据读出（IPF适应症，潜在<span class="font-bold">30-40亿美元</span>峰值销售）</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">2025Q4</h4>
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<p class="text-gray-600 text-sm">晶泰科技自动化实验室<span class="font-bold">200+机器人</span>满负荷运行，验证"干湿闭环"效率</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-gavel text-indigo-500 mt-1 mr-3"></i>
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<div>
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<h4 class="font-medium">政策节点</h4>
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<p class="text-gray-600 text-sm">中国药监局或出台AI药物IND申报细则</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- 长期路径 -->
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">长期路径（2025-2030）</h3>
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<ol class="space-y-3">
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<li class="flex items-start">
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<span class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 mt-0.5">1</span>
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<div>
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<h4 class="font-medium">2025-2027</h4>
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<p class="text-gray-600 text-sm">AI管线密集进入II/III期，行业进入"<span class="font-bold">批量验证期</span>"</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 mt-0.5">2</span>
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<div>
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<h4 class="font-medium">2028-2030</h4>
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<p class="text-gray-600 text-sm">首个AI设计药物上市，渗透率提升至<span class="font-bold">20%</span>（对应<span class="font-bold">4000亿美元</span>市场空间）</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 mt-0.5">3</span>
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<div>
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<h4 class="font-medium">终局</h4>
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<p class="text-gray-600 text-sm">AI成为制药"基础设施"，传统CRO转型为"AI+CRO"混合模式</p>
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</div>
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</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司
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</h2>
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<!-- 产业链图谱 -->
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<div class="bg-white rounded-xl p-6 card-shadow mb-6">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-medium text-blue-700 mb-2">上游</h4>
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<ul class="space-y-1 text-sm">
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<li>英伟达（GPU）</li>
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<li>华为云（算力）</li>
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<li>华大基因（多组学数据）</li>
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</ul>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-medium text-purple-700 mb-2">中游</h4>
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<ul class="space-y-1 text-sm">
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<li><span class="font-medium">AI-Biotech</span>：英矽智能（31条管线，5项临床）、Recursion（21PB数据+超算）</li>
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<li><span class="font-medium">AI-CRO</span>：晶泰科技（港股上市，量子物理+AI）、泓博医药（69个项目服务经验）</li>
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</ul>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h4 class="font-medium text-green-700 mb-2">下游</h4>
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<ul class="space-y-1 text-sm">
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<li>阿斯利康</li>
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<li>诺华等MNC采购AI服务</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-xl font-semibold text-indigo-600 mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">模式</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心壁垒</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">英矽智能</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">AI-Biotech</td>
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<td class="px-4 py-3 text-sm text-gray-500">全球首个AI发现靶点进入III期</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">管线集中（IPF单一适应症）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">晶泰科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">AI-CRO</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">量子计算+自动化实验室（85%数据效率）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PS估值<span class="font-bold">>50倍</span>（透支预期）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">泓博医药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">AI-CRO</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">低成本服务69个项目，客户粘性高</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">技术代差（vs国际龙头）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-green-700 mb-2">验证</h4>
|
||
<p class="text-sm">石药50亿美元订单验证中国AI平台全球竞争力</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-yellow-700 mb-2">矛盾</h4>
|
||
<p class="text-sm">Recursion股价因<span class="font-bold">老药新用策略失败</span>下跌，提示AI并非万能</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<!-- 技术风险 -->
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-xl font-semibold text-red-600 mb-4">技术风险</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-dna text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium">动态蛋白预测</h4>
|
||
<p class="text-gray-600 text-sm">AlphaFold3对蛋白-小分子相互作用预测误差仍<span class="font-bold">>2Å</span>（临床需求<1Å）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-flask text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium">合成可行性</h4>
|
||
<p class="text-gray-600 text-sm">AI生成分子中<span class="font-bold">12%</span>存在化学不合理结构（需人工修正）</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 商业化风险 -->
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-xl font-semibold text-red-600 mb-4">商业化风险</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-hand-holding-usd text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium">付费意愿</h4>
|
||
<p class="text-gray-600 text-sm">CRO模式溢价有限（AI服务仅比传统贵<span class="font-bold">10-20%</span>），药企倾向<span class="font-bold">里程碑付款</span>而非分成</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-database text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium">数据垄断</h4>
|
||
<p class="text-gray-600 text-sm">跨国药企（如辉瑞）自建AI团队，可能挤压初创公司空间</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 政策风险 -->
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-xl font-semibold text-red-600 mb-4">政策风险</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-balance-scale text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium">监管滞后</h4>
|
||
<p class="text-gray-600 text-sm">FDA尚未明确AI生成药物的<span class="font-bold">可解释性标准</span>，可能延迟审批</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论与投资启示 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3"></i>结论与投资启示
|
||
</h2>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-indigo-600 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700">
|
||
AI制药处于<span class="font-bold text-indigo-600">主题炒作向基本面过渡</span>阶段，<span class="font-bold text-indigo-600">订单落地</span>（如石药合作）和<span class="font-bold text-indigo-600">临床数据</span>（ISM001-055）是分水岭。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-blue-700 mb-3">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-clock text-blue-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<h4 class="font-medium">短期</h4>
|
||
<p class="text-sm">关注<span class="font-bold">AI-CRO</span>（晶泰科技、泓博医药）——轻资产、现金流快</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-hourglass-half text-blue-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<h4 class="font-medium">长期</h4>
|
||
<p class="text-sm">布局<span class="font-bold">AI-Biotech</span>（英矽智能）——管线价值高，但需承担临床风险</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-purple-700 mb-3">跟踪指标</h3>
|
||
<ol class="space-y-2 text-sm">
|
||
<li>
|
||
<span class="font-medium">1. 临床数据</span>：ISM001-055 IIb期FVC改善幅度（需<span class="font-bold">>10%</span>才能支撑估值）
|
||
</li>
|
||
<li>
|
||
<span class="font-medium">2. 订单密度</span>：2025年Q3前新增<span class="font-bold">3个以上</span>跨国药企合作公告
|
||
</li>
|
||
<li>
|
||
<span class="font-medium">3. 技术验证</span>：AlphaFold4动态预测精度是否突破<span class="font-bold">1Å</span>
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold text-red-700 mb-2">风险提示</h3>
|
||
<p class="text-sm">
|
||
若ISM001-055 IIb期数据不及预期，行业可能进入"<span class="font-bold">证伪期</span>"，估值压缩50%以上。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold text-indigo-700 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="bg-white rounded-xl card-shadow overflow-hidden">
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">合作/行业/产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因/进展/政策支持</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">泓博医药</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">人工智能算法与药物设计结合</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">药物研发（虚拟筛选、代谢预测）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司利用AI技术提升药物研发效率，应用于大规模虚拟筛选和药物代谢性质预测</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">成都先导</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">AI药物研发探索</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">人工智能+医药研发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司持续关注并研究AI在药物研发领域的应用</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">美迪西</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">KINET人工智能新药研发平台</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">与苏州朗睿合作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">依托合作方平台快速开发安全有效的临床候选化合物</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">皓元医药</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">创新药小分子定制服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">与英矽智能合作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">双方在药物研发全流程（从定制到生产）深度合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">润达医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">AI大模型智慧医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">与华为云合作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">基于华为云构建医疗领域AI模型，提供智慧医疗服务</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科源制药</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">现代优势产业集群+人工智能试点示范企业</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">山东省首批试点</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司被认定为AI与医药产业融合的示范企业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">安科生物</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">AI辅助药物设计</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">获批临床试验</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">通过AI平台开发的药物已进入临床阶段</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">我武生物</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">拟人认知AI医药应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">子公司研发测试</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">子公司建立AI能力并应用于医药领域，已取得内部测试进展</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 脚本 -->
|
||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x3b82f6,
|
||
shininess: 50.00,
|
||
waveHeight: 15.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.65
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |