XtalPi (2228.HK), a pioneer in AI and robotics-driven R&D, has been officially included in the inaugural HKEX Tech 100 Index. Joining the ranks of technology giants like Tencent, Alibaba, and CATL, XtalPi’s inclusion cements its position as a top-tier “hard-tech” player in the Hong Kong capital market.
This milestone follows XtalPi’s recent inclusion in the MSCI China Index in November, further boosting its profile among international institutional investors.
Global Market Validation
The HKEX Tech 100 Index tracks the 100 largest technology companies listed in Hong Kong, filtering for high R&D investment, innovation, and revenue growth.
- Liquidity and Growth: Inclusion requires meeting strict liquidity benchmarks (average daily turnover exceeding HK$20 million).
- Institutional Appeal: The index serves as a key benchmark for passive investment. Notably, E Fund Management has already been authorized to launch an ETF tracking this index, which is expected to drive significant new capital inflows to XtalPi.
Commercial Momentum: Record-Breaking Deals
XtalPi’s inclusion comes on the heels of a blockbuster year for its commercialization efforts:
- Massive Partnerships: In August 2024, XtalPi signed a nearly $6 billion collaboration with DoveTree—a record for the global AI drug discovery sector. This was followed in November by a $345 million deal with Eli Lilly for bispecific antibody development.
- Diversified Revenue: Beyond pharmaceuticals, XtalPi successfully expanded into consumer health. Its AI-designed hair loss ingredients, Remeanagen™ and AquaKine™, are now FDA-listed. XtalPi will receive high-double-digit royalties on sales, demonstrating its ability to pivot its R&D engine into high-margin consumer markets.
- Proven Model: The company’s “Upfront + Milestone + Royalty” structure is delivering clear value growth and sustainable profitability.
The “AI for Science” Advantage
XtalPi is redefining industry efficiency through its unique integration of quantum physics, AI, and large-scale robotics.
- Data Moat: The platform has generated over 6.5 million high-precision quantum chemistry data points and accumulates over 200,000 reaction data points monthly.
- Cross-Sector Impact: With over 200 proprietary AI models, XtalPi is rapidly scaling its “AI for Science” (AI4S) platform across new materials, renewable energy, and agriculture.
By transitioning from a technology explorer to an industry standard-setter, XtalPi continues to create long-term value for investors through its “platform-as-a-service” global strategy.
