NEWS
DeepSeek Ignites Chinese Asset Boom; "AI + Vaccine Smart Enterprises" Enter Golden Development Phase
DeepSeek's breakout success has inspired leading biopharmaceutical companies to embrace this transformative technological shift. Vaccine leader AIM Vaccines announced on February 23 a comprehensive deployment of the DeepSeek large language model, leveraging localization strategies to integrate the DeepSeek R1 version across all business scenarios, achieving "cost reduction, quality improvement, and efficiency enhancement" throughout the vaccine lifecycle.
According to AIM's announcement, this "AI + Vaccine Smart Enterprise" strategic upgrade will deeply embed AI technology into the entire value chain, from R&D, production, and sales to management, with practical and targeted measures.
In R&D, AIM will use DeepSeek large language model to enhance candidate vaccine discovery, design, and manufacturing. By integrating multi-source data from diverse bioinformatics databases and combining pre-trained protein language models with graph neural networks, the company expects to achieve intelligent antigen target screening and dynamic analysis of conserved regions. Real-time variant monitoring data streams, combined with long-short term memory networks, will predict pathogen mutation directions and dynamically analyze conserved regions to forecast broad-spectrum antigenic epitopes.
Particularly in the field of mRNA vaccine development where AIM has maintained a competitive advantage, the company will employ DeepSeek's integration of generative models with deep learning technologies to optimize mRNA vaccine sequence design and stability. By predicting mRNA secondary structures and leveraging codon preference characteristics in host cells' gene expression, the system intelligently designs efficient component combinations to enhance mRNA stability and translation efficiency, ultimately generating optimal sequences. Additionally, the company is exploring the use of DeepSeek's AI framework to optimize production process parameters, aiming to improve both antigen yield and quality.
In clinical trials for blockbuster single-item products, by fully deploying DeepSeek R1 and achieving comprehensive integration with clinical trial management systems, EDC (Electronic Data Capture), central randomization systems, pharmacovigilance systems, and laboratory management systems. This integration aims to reduce costs while significantly improving clinical research efficiency and quality.
In production and quality management, the company leverages AI to analyze manufacturing, inspection, and related quality data, identifying potential risks to achieve preventive quality control. This ensures high-standard compliance for every vaccine batch while further enhancing stability, reliability, and consistency in vaccine quality. In marketing management, corporate governance, talent training, financial management and other aspects, AIM will fully integrate the DeepSeek R1 to further elevate management capabilities.
Recently, fueled by the buzz around DeepSeek, several AI-related pharmaceutical stocks have hit their highest prices in nearly a year. In the vaccine sector, which is inherently a long-term and lucrative field, the integration of AI with leading vaccine companies has opened up vast new possibilities for the market.
As a leading vaccine industry company, AIM's full-industry-chain strategic upgrade with the DeepSeek large language model will greatly boost its performance growth. According to a new report by Fosun International Securities, AIM Vaccines is expected to achieve a 47% CAGR in revenue from 2024 to 2027, thanks to its R&D strength, technical advantages, and international market potential. It's projected to break even in 2025 and surpass RMB 1.52 billion in net profit by 2027. Thus, Fosun International Securities assigns AIM Vaccines a "Buy" rating.
Currently, investors are focused on whether this market surge can persist. TF Securities believes that against the backdrop of rising expectations for global monetary easing and ramped-up domestic growth-stabilization policies, Chinese tech assets offer compelling risk-reward profiles, with renewed foreign investment interest. DeepSeek's technological breakthroughs and ecosystem synergies with leading manufacturers are reshaping China's global AI competitiveness.
Against this backdrop, from the perspective of segmented industries and fields, with the increasing investment in AI-driven pharmaceuticals, Sinolink Securities suggests paying attention to the sector from a long-term growth standpoint. Regarding AI investments in the pharmaceutical industry, it is recommended to focusing on areas such as drug design and R&D, internet-based healthcare, and overall wellness. Given this outlook, AIM Vaccine, which is advancing its strategic upgrade toward becoming an "AI + vaccine intelligent enterprise", is poised to seize a golden development opportunity.
According to AIM's announcement, this "AI + Vaccine Smart Enterprise" strategic upgrade will deeply embed AI technology into the entire value chain, from R&D, production, and sales to management, with practical and targeted measures.
In R&D, AIM will use DeepSeek large language model to enhance candidate vaccine discovery, design, and manufacturing. By integrating multi-source data from diverse bioinformatics databases and combining pre-trained protein language models with graph neural networks, the company expects to achieve intelligent antigen target screening and dynamic analysis of conserved regions. Real-time variant monitoring data streams, combined with long-short term memory networks, will predict pathogen mutation directions and dynamically analyze conserved regions to forecast broad-spectrum antigenic epitopes.
Particularly in the field of mRNA vaccine development where AIM has maintained a competitive advantage, the company will employ DeepSeek's integration of generative models with deep learning technologies to optimize mRNA vaccine sequence design and stability. By predicting mRNA secondary structures and leveraging codon preference characteristics in host cells' gene expression, the system intelligently designs efficient component combinations to enhance mRNA stability and translation efficiency, ultimately generating optimal sequences. Additionally, the company is exploring the use of DeepSeek's AI framework to optimize production process parameters, aiming to improve both antigen yield and quality.
In clinical trials for blockbuster single-item products, by fully deploying DeepSeek R1 and achieving comprehensive integration with clinical trial management systems, EDC (Electronic Data Capture), central randomization systems, pharmacovigilance systems, and laboratory management systems. This integration aims to reduce costs while significantly improving clinical research efficiency and quality.
In production and quality management, the company leverages AI to analyze manufacturing, inspection, and related quality data, identifying potential risks to achieve preventive quality control. This ensures high-standard compliance for every vaccine batch while further enhancing stability, reliability, and consistency in vaccine quality. In marketing management, corporate governance, talent training, financial management and other aspects, AIM will fully integrate the DeepSeek R1 to further elevate management capabilities.
Recently, fueled by the buzz around DeepSeek, several AI-related pharmaceutical stocks have hit their highest prices in nearly a year. In the vaccine sector, which is inherently a long-term and lucrative field, the integration of AI with leading vaccine companies has opened up vast new possibilities for the market.
As a leading vaccine industry company, AIM's full-industry-chain strategic upgrade with the DeepSeek large language model will greatly boost its performance growth. According to a new report by Fosun International Securities, AIM Vaccines is expected to achieve a 47% CAGR in revenue from 2024 to 2027, thanks to its R&D strength, technical advantages, and international market potential. It's projected to break even in 2025 and surpass RMB 1.52 billion in net profit by 2027. Thus, Fosun International Securities assigns AIM Vaccines a "Buy" rating.
Currently, investors are focused on whether this market surge can persist. TF Securities believes that against the backdrop of rising expectations for global monetary easing and ramped-up domestic growth-stabilization policies, Chinese tech assets offer compelling risk-reward profiles, with renewed foreign investment interest. DeepSeek's technological breakthroughs and ecosystem synergies with leading manufacturers are reshaping China's global AI competitiveness.
Against this backdrop, from the perspective of segmented industries and fields, with the increasing investment in AI-driven pharmaceuticals, Sinolink Securities suggests paying attention to the sector from a long-term growth standpoint. Regarding AI investments in the pharmaceutical industry, it is recommended to focusing on areas such as drug design and R&D, internet-based healthcare, and overall wellness. Given this outlook, AIM Vaccine, which is advancing its strategic upgrade toward becoming an "AI + vaccine intelligent enterprise", is poised to seize a golden development opportunity.
