AI medical care may become the next investment hotspot, HEC CJ PHARM (01558) relies on its first-mover advantage to open up a path for increasing valuation.

During this year's Spring Festival, DeepSeek has emerged as the "China-made AI giant model", its V3 model achieving performance comparable to GPT-4 with a training cost of less than 6 million USD, breaking through the computational cost barrier of traditional AI giant models. This breakthrough not only validates the compatibility of AI iteration cost reduction and efficient deployment of edge models but also sparked a wave in the post-holiday Hong Kong stock market - after the market opened on February 3rd, AI concept stocks such as KINGSOFT CLOUD and Semiconductor Manufacturing International Corporation saw a single-day increase of over 10%, with TuYa Intelligent surging 220% intraday on February 7th, showing the increasing enthusiasm of the capital market for the AI race. In this wave of AI market, several information technology companies as new varieties in the AI race have successfully tapped into the market, and AI healthcare may become the next explosive trend. In fact, the breakthrough achievements of AI in fields such as machine learning and protein structure prediction are gradually showing its enormous potential in pharmaceutical research and development. As Hong Kong stock investors continue to delve deeper into the "AI+" concept, innovative drug companies like Guangdong Hec Technology Holding that have a deep layout in the AI healthcare field may have more opportunities for capital deployment. As one of the pioneers in the domestic AI healthcare field, Guangdong Hec Technology Holding has been committed to applying AI technology to various stages of drug development and has established multiple advanced AI-driven models to enhance the company's innovation capabilities. On December 16th last year, Guangdong Hec Technology Holding's AI-driven first-class new drug, the first small molecule innovative drug HEC169584, was approved for clinical trials for non-alcoholic steatohepatitis (NASH). HEC169584, obtained from Guangdong Hec Technology Holding's AI-driven small molecule drug design platform, is the first candidate drug. The team generated a large number of structurally diverse ligand small molecules based on the THR- target pocket using the HEC-GEN model (a molecular fragment generation model based on sparse graph attention neural networks) and evaluated their affinity to the target protein using molecular docking technology. Through these AI technologies, the company ultimately identified the candidate drug HEC169584 with good in vivo and in vitro efficacy, drug-like properties, and safety. Earlier preclinical studies indicated that HEC169584 had high in vitro activity against THR- cells; strong liver targeting, with a liver-blood ratio of 24.5 (AUC ratio), which could reduce the impact on tissues such as the thyroid axis and heart; and in a mouse model of NASH with liver fibrosis, it showed effects in improving liver function, blood lipids, liver lipids, liver inflammation, liver NAFLD activity score, and liver fibrosis, demonstrating Guangdong Hec Technology Holding's deep and successful exploration in the AI-assisted innovative drug development field. Currently, there are no similar drugs on the market in China, and HEC169584 is expected to rapidly progress in clinical trials, bringing new treatment options to patients. Furthermore, starting in 2023, Guangdong Hec Technology Holding has collaborated with Huawei Cloud on AI drug development. They optimize high-precision drug molecular properties and drug structures, creating a one-stop large model drug development platform from drug discovery to pharmaceutical process, enabling a 20x increase in efficiency in small molecule drug virtual screening and a 30% improvement in design efficiency, significantly shortening the drug development cycle. Currently, the emergence of DeepSeek may just be the prelude to the outbreak of China's AI industry. With the resonance of capital waves and technological revolutions, the long-term value logic of "AI + healthcare" is becoming increasingly clear: whoever can break the complexity of biomedicine with lower costs and higher precision can seize the next industry high ground. Through the upgrade of the AI-driven research and development paradigm, Guangdong Hec Technology Holding has not only opened up new growth prospects for itself but also has the potential to provide a sample of "overtaking on a curve" for domestic innovative drug enterprises. As the Hong Kong stock market delves deeper into AI application scenarios, this pharmaceutical company with core technology and clinical translation capabilities may become a key player in the era of capital deployment in AI healthcare.