---
title: "Guotai Asset Management flags AI-driven drug discovery as new catalyst for China CRO stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295771753.md"
description: "Guotai Asset Management identifies AI-driven drug discovery as a new catalyst for China's CRO stocks, citing Twist’s Q3 beat as evidence of rising lab orders. While near-term gains are valuation-driven, long-term CXO growth is supported by earnings delivery and backlog expansion. Additionally, an Aug 7 court ruling blocking a U.S. defense listing eased supply chain concerns."
datetime: "2026-08-13T09:15:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295771753.md)
  - [en](https://longbridge.com/en/news/295771753.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295771753.md)
generator: "portal-rs"
---

# Guotai Asset Management flags AI-driven drug discovery as new catalyst for China CRO stocks

-   Guotai Asset Management flagged a sharp rally in China’s innovative drug and CRO supply chain, citing AI drug discovery as a new demand catalyst. \* It pointed to Twist’s fiscal 2026 Q3 beat as evidence AI-driven drug R&D is converting into lab orders, lifting upstream “picks-and-shovels” providers first. \* Near-term gains in innovative drug developers were framed as largely valuation-driven, with limited direct fundamental uplift so far. \* Guotai highlighted a longer-run CXO thesis tied to earnings delivery, stronger full-year guidance from a CDMO leader, and rapid growth in backlog. \* It also cited a court ruling on Aug. 7 blocking a U.S. defense listing under the 1260H provision as easing customer and supply-chain concerns. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on August 13, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

### Related Stocks

- [TWST.US](https://longbridge.com/en/quote/TWST.US.md)
- [159837.CN](https://longbridge.com/en/quote/159837.CN.md)
- [510660.CN](https://longbridge.com/en/quote/510660.CN.md)
- [513060.CN](https://longbridge.com/en/quote/513060.CN.md)
- [512290.CN](https://longbridge.com/en/quote/512290.CN.md)
- [601211.CN](https://longbridge.com/en/quote/601211.CN.md)
- [02611.HK](https://longbridge.com/en/quote/02611.HK.md)

## Related News & Research

- [Twist Bioscience Registers Invenra Share Resale Prospectus](https://longbridge.com/en/news/296408832.md)
- [Anthropic selects Twist Bioscience as independent evaluator for AI-designed protein testing](https://longbridge.com/en/news/296336686.md)
- [GUBRA: Biotech revenue normalized post-AbbVie deal; CRO rebounded with 11% growth and profitability](https://longbridge.com/en/news/296439475.md)
- [AI isn’t close to curing cancer. This startup says it knows what it will take.](https://longbridge.com/en/news/296352961.md)
- [GUBRA: Revenue fell sharply after last year's AbbVie deal, but pipeline and CRO growth continued](https://longbridge.com/en/news/296439393.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**