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“天价猴”再临CRO,20cm大红柱吹响昭衍新药股价反攻号角?
Zhi Tong Cai Jing· 2025-12-13 14:20
12月12月,昭衍新药港股股价高开高走,盘中最大涨幅达到21.22%,盘中最高价来到21.54港元,让昭衍新药股价时隔一个月重返20港元大关。 在股价阴跌了4个多月后,昭衍新药(06127)靠着一根"20cm大红柱"将市场目光重新拉回到这家安评龙头以及近期再度暴涨的"猴价"上。 港股通资金成此次上涨"大赢家"? 今年7月,借着港股创新药的一波大涨行情,昭衍新药股价触及28.70港元,这一股价创下自2023年3月以来的股价新高。 但实际上,昭衍新药此次股价新高之路并不平坦。就在6月17日冲高拉出条长上影线之后,昭衍新药股价却走出了三连跌的"断头铡"行情,并于6月20日盘中 最低触及13.89港元,较17日高点跌去28.73%。但6月23日,昭衍新药迅速止跌,股价转头向上,在7个交易日内收复大量"失地"。 与此同时,恒生医疗保健指数同样在"五连阴"后止跌回弹,6月20日至今,指数最大回弹幅度已达9.45%,港股医药板块显示出继续上攻的势头。在这一背景 下,昭衍新药在7月一路猛攻,最终站上28.70港元高点。 | 实时 最近1日 最近5日 最近20日 最近60日 | | | | --- | --- | --- | ...
昭衍新药再涨超11% 实验猴面临涨价、缺货 安评CRO有望迎边际改善
Zhi Tong Cai Jing· 2025-12-13 03:38
消息面上,12月上旬,食蟹猴单价悄然跃过10万元大关。据红星资本局调查,从广东、广西、云南等地 多家实验猴养殖企业了解到,食蟹猴出现了供应短缺的现象,身价已涨至12、13万元。部分猴场表示, 明年上半年的猴子都已经订出去了。华泰证券此前研报指出,伴随后续供需缺口拉大,猴价或逐渐进入 新一轮上升周期(22年时高达15-20万元/只)。 昭衍新药 昭衍新药 分时图 日K线 周K线 月K线 34.35 3.12 9.99% 9.99% 6.66% 3.33% 0.00% 3.33% 6.66% 9.99% 28.11 29.15 30.19 31.23 32.27 33.31 34.35 09:30 10:30 11:30/13:00 14:00 15:00 0 141万 283万 424万 昭衍新药(603127)(06127)再涨超11%,截至发稿,涨11.42%,报19.8港元,成交额1.29亿港元。 华泰证券认为,昭衍新药是国内非临床安全性评价领域龙头,以过硬的服务能力持续提升海内外市场影 响力。公司在历经18-22年的业绩高增,23-25年的订单量价承压调整后,利空逐渐出清,26年起有望凭 借国内复苏(B ...
生物科技股走强,昭衍新药涨超17%
Ge Long Hui· 2025-12-12 06:35
12月12日,港股市场生物科技股走强,其中,昭衍新药涨超17%,加科思-B涨超8%,轩竹生物-B涨超7%,康方生 物、圣诺医药-B涨超6%,基石药业-B涨超5%,同源康医药-B、云康集团、云顶新耀、映恩生物-B涨超4%。 港股频道更多独家策划、专家专栏,免费查阅>>责任编辑:栎树 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 06127 | 昭衍新药 | C | 17.39% | 20.860 | 156.34 Z | 123.89% | | 01167 | 加科思-B | | 8.19% | 9.120 | 71.78亿 | 618.11% | | 02575 | 轩竹生物-B | | 7.88% | 83.500 | 432.49 Z | 619.83% | | 09926 | 康方生物 | | 6.81% | 125.400 | 1155.11亿 | 106.59% | | 02257 | 圣诺医药-B | | 6.14% | 8.810 | 9.45 Z | 154.62 ...
港股生物科技股走强,昭衍新药涨超17%
Ge Long Hui· 2025-12-12 06:30
格隆汇12月12日|港股市场生物科技股走强,其中,昭衍新药涨超17%,加科思-B涨超8%,轩竹生物- B涨超7%,康方生物、圣诺医药-B涨超6%,基石药业-B涨超5%,同源康医药-B、云康集团、云顶新 耀、映恩生物-B涨超4%。 ...
港股昭衍新药涨超11%
Mei Ri Jing Ji Xin Wen· 2025-12-12 02:24
每经AI快讯,昭衍新药(06127.HK)涨超11%,截至发稿,涨11.42%,报19.8港元,成交额1.29亿港元。 ...
港股异动 | 昭衍新药(06127)再涨超11% 实验猴面临涨价、缺货 安评CRO有望迎边际改善
Zhi Tong Cai Jing· 2025-12-12 02:18
消息面上,12月上旬,食蟹猴单价悄然跃过10万元大关。据红星资本局调查,从广东、广西、云南等地 多家实验猴养殖企业了解到,食蟹猴出现了供应短缺的现象,身价已涨至12、13万元。部分猴场表示, 明年上半年的猴子都已经订出去了。华泰证券此前研报指出,伴随后续供需缺口拉大,猴价或逐渐进入 新一轮上升周期(22年时高达15-20万元/只)。 华泰证券认为,昭衍新药是国内非临床安全性评价领域龙头,以过硬的服务能力持续提升海内外市场影 响力。公司在历经18-22年的业绩高增,23-25年的订单量价承压调整后,利空逐渐出清,26年起有望凭 借国内复苏(BD出海热潮、IND数量上升)+海外离岸外包双轮驱动进入新一轮增长通道。实验猴价格 上升、新签订单回暖等或为后续主要催化。方正证券则建议关注业绩企稳且订单改善,明年有望迎来板 块拐点的安评CRO。 智通财经APP获悉,昭衍新药(06127)再涨超11%,截至发稿,涨11.42%,报19.8港元,成交额1.29亿港 元。 ...
港股异动 昭衍新药(06127)再涨超7% 实验猴价格迎来暴涨 供需缺口或持续放大
Jin Rong Jie· 2025-12-11 02:13
Core Viewpoint - The stock price of Zhaoyan New Drug (06127) has increased by over 7%, reaching HKD 18.56, with a trading volume of HKD 42.5682 million, driven by a surge in the price of experimental monkeys [1] Group 1: Company Overview - Zhaoyan New Drug is the largest supplier of experimental monkeys globally [1] - The company's stock performance reflects market optimism regarding its position in the experimental monkey supply sector [1] Group 2: Industry Dynamics - The price of experimental monkeys has skyrocketed, with the cost of 3-5 year old macaques reaching HKD 140,000 each, indicating a supply-demand imbalance [1] - According to estimates from Founder Securities, the supply of experimental monkeys is projected to be around 49,000 to 52,400 per year from 2025 to 2027, while demand is expected to be between 51,300 to 62,600 per year [1] - The short-term increase in demand for experimental monkeys is driven by a resurgence in new drug development, while supply-side improvements are expected to be challenging, potentially widening the supply-demand gap [1]
港股昭衍新药涨超7%
Mei Ri Jing Ji Xin Wen· 2025-12-11 02:01
每经AI快讯,昭衍新药(06127.HK)涨超7%,截至发稿,涨7.1%,报18.56港元,成交额4256.82万港元。 (文章来源:每日经济新闻) ...
昭衍新药早盘涨逾7%实验猴价格迎来暴涨 供需缺口或持续放大
Xin Lang Cai Jing· 2025-12-11 01:47
Group 1 - The core point of the article highlights a significant increase in the price of experimental monkeys, with the price for 3-5 year old macaques rising to 140,000 yuan each, indicating a supply-demand imbalance in the market [1][3] - Zhaoyan New Drug (06127) is identified as the largest supplier of experimental monkeys globally, benefiting from the rising prices and demand [1][3] - According to estimates from Founder Securities, the supply of experimental monkeys is projected to be around 49,000 to 52,400 per year from 2025 to 2027, while demand is expected to be between 51,300 and 62,600 per year, suggesting a persistent supply-demand gap due to challenges in improving supply [1][3]
昭衍新药再涨超7% 实验猴价格迎来暴涨 供需缺口或持续放大
Zhi Tong Cai Jing· 2025-12-11 01:47
Core Viewpoint - The stock price of Zhaoyan New Drug (603127) has increased by over 7%, reaching HKD 18.56, with a trading volume of HKD 42.5682 million, driven by a surge in the price of experimental monkeys [1] Group 1: Company Overview - Zhaoyan New Drug is the largest supplier of experimental monkeys globally [1] Group 2: Market Dynamics - The price of experimental monkeys has skyrocketed, with the cost for 3-5 year old macaques reaching HKD 140,000 each, indicating a supply-demand imbalance [1] - According to estimates from Founder Securities, the supply of experimental monkeys is projected to be around 49,000 to 52,400 per year from 2025 to 2027, while demand is expected to be between 51,300 and 62,600 per year [1] - The short-term increase in demand for experimental monkeys is driven by a resurgence in new drug development, while supply-side improvements are expected to be challenging, potentially widening the supply-demand gap [1]