HK Stock Market Move | GENSCRIPT BIO (01548) rose more than 8% as AIDD amplifies experimental validation demand. Institutions are optimistic about the strengthened "water seller" logic.

GENSCRIPT BIO (01548) rose over 8% during trading, and as of the time of writing, it increased by 5.74%, reaching HKD 24.3, with a trading volume of HKD 1.237 billion. On the news front, the implementation of global AI drug development has entered a realization phase. The U.S. stock market reports from Twist showed earnings that exceeded expectations, with AI-related orders doubling year-on-year and an upward revision of full-year revenue guidance to USD 456-457 million. It is reported that Genscript's Life Sciences Division covers DNA synthesis, protein production, antibody development, and functional validation, capable of converting AI-generated sequences into tangible proteins and experimental data. The demand for AI-driven drug development and multi-antibody drug development is driving rapid growth in the gene-to-protein business; by 2025, Life Sciences Division revenue is projected to reach USD 522 million, a year-on-year increase of 14.8%, while continually expanding automation and digitization production capacity. Guolian Minsheng Securities believes that the core change brought by AIDD is the increase in the number of candidate molecules and the amplification of validation flow. The upstream biotech sector is expected to be the first to benefit as the water suppliers that take on incremental demand; upstream companies with AI business layout and customer cooperation foundations are worth paying close attention to. Huafu Securities believes that AI drug development is disrupting traditional R&D paradigms, creating entirely new research demands, and both CXO and upstream sectors are likely to benefit systemically.