--- type: "Symbol" title: "SMOC (688265.SH) — Community Discussions" description: "Community discussions about this stock, including analyst opinions, earnings analysis, and investment strategies from verified financial professionals and active investors." locale: "en" url: "https://longbridge.com/en/quote/688265.SH/topics.md" symbol: "688265.SH" parent: "https://longbridge.com/en/quote/688265.SH.md" count: 2 datetime: "2026-03-09T10:07:52.459Z" locales: - [en](https://longbridge.com/en/quote/688265.SH/topics.md) - [zh-CN](https://longbridge.com/zh-CN/quote/688265.SH/topics.md) - [zh-HK](https://longbridge.com/zh-HK/quote/688265.SH/topics.md) --- # SMOC (688265.SH) — Community Discussions ### [模式动物龙头拓展高成长 CRO 赛道,或有意外惊喜?](https://longbridge.com/en/topics/3387325.md) - Author: [药械Talks](https://longbridge.com/en/profiles/6059509.md) - Datetime: 2022-08-30T00:31:21.000Z - Comments: 0 - 在创新药研发服务类企业中,有做 CRO、CDMO 或 CXO 一体化服务的,也有做更细分的分子砌块、药物安全性评价、模式动物等。虽然这些企业都是服务于创新药的研发,但经营业务却没有 “统一范式”。唯一相同的,恐怕就是都依托于自身的优势,谋求打造一体化服务能力。本文就以模式动物领域为例,探讨百奥赛图、南模生物和药康生物差异化的经营模式、业绩表现,以及拓展 CRO 服务的成长逻辑... ### [稀缺的百亿市场!“鼠茅” 与 “猴茅” 的战斗,谁是未来的 10 倍长牛?](https://longbridge.com/en/topics/2674125.md) - Author: [药械Talks](https://longbridge.com/en/profiles/6059509.md) - Datetime: 2022-05-27T01:18:22.000Z - Comments: 0 - 除了高成长以外,稀缺性价值也是诞生牛股的核心要素。正如这几年受新冠疫情的影响,导致全球制药企业 “疯抢” 的小鼠、实验猴等实验动物,就极具稀缺性价值。例如,掌握上游稀缺性实验动物资源的 “猴茅” $JOINN(06127.HK) ,自 2020 年以来股价就曾飙涨超 4 倍,加上相继成功闯关科创板的国内实验动物培育巨头$SMOC(688265.SH) 、拥有 2 万种小鼠模型的 “鼠茅” $GEM ## References - [SMOC (688265.SH)](https://longbridge.com/en/quote/688265.SH.md) > Supported Languages: [简体中文](https://longbridge.com/zh-CN/quote/688265.SH/topics.md) | [繁體中文](https://longbridge.com/zh-HK/quote/688265.SH/topics.md)