JOINN(JNNLY)
Search documents
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
智通财经网· 2025-12-11 01:46
Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Zhaoyan New Drug (06127), which rose by 7.1% to HKD 18.56, with a trading volume of HKD 42.5682 million [1] - The price of experimental monkeys has surged, with the cost for 3-5 year old macaques reaching HKD 140,000 each, indicating a supply-demand imbalance in the market [1] - Zhaoyan New Drug is identified as the largest supplier of experimental monkeys globally, positioning the company favorably in a market experiencing increased demand due to a resurgence in new drug development [1] Group 2 - According to estimates from Founder Securities, the supply of experimental monkeys is projected to be around 49,000 to 52,400 annually from 2025 to 2027, while the demand is expected to be between 51,300 and 62,600 annually [1] - The short-term outlook suggests that the demand for experimental monkeys will increase due to the recovery in new drug research and development, while improvements on the supply side are expected to be challenging [1] - The ongoing supply-demand gap in the experimental monkey market is likely to widen in the near term, driven by the factors mentioned above [1]
港股医药股走强 昭衍新药涨超5%
Xin Lang Cai Jing· 2025-12-11 01:39
Group 1 - The stocks of Zhaoyan New Drug (06127.HK) increased by 5.54% [1] - Rongchang Biologics (09995.HK) saw a rise of 3.95% [1] - WuXi AppTec (02268.HK) experienced a growth of 3.05% [1] - Cornerstone Biosciences-B (02616.HK) rose by 2.86% [1]
个股异动 | 昭衍新药涨停 明年与舒泰神关联交易金额将大幅增长
Shang Hai Zheng Quan Bao· 2025-12-09 13:50
公开资料显示,昭衍新药是中国最早从事药物非临床评价的民营CRO企业之一,可向客户提供非临床 药理毒理学研究及评价,特别是非临床安全性评价,临床试验及药物警戒等一站式服务;还可以提供兽 药、农药评价及医疗器械评价等服务项目。 12月6日,昭衍新药公告披露称,公司预计2026年向关联方舒泰神(北京)生物制药股份有限公司及其 子公司提供医药研发外包等服务,交易金额不超过4700万元,占同类业务比例预计不超过10%。根据历 史数据,2024年,公司与舒泰神实际发生关联交易金额为2197万元;2025年初至10月31日,累计发生额 为1220万元。公司表示,上述交易系日常经营所需,定价公允,不会对公司的独立性构成影响。 来源:上海证券报·中国证券网 上证报中国证券网讯(记者 何昕怡)12月9日,昭衍新药开盘后表现强劲,封住涨停,报30.77元/股。 消息面上,12月7日,国家医保局、人力资源社会保障部公布了《国家基本医疗保险、生育保险和工伤 保险药品目录(2025年)》,该目录将于2026年1月1日起执行。 ...
医疗服务板块12月9日涨0.09%,昭衍新药领涨,主力资金净流入5.14亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-09 09:11
从资金流向上来看,当日医疗服务板块主力资金净流入5.14亿元,游资资金净流出1.29亿元,散户资金 净流出3.84亿元。医疗服务板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 证券之星消息,12月9日医疗服务板块较上一交易日上涨0.09%,昭衍新药领涨。当日上证指数报收于 3909.52,下跌0.37%。深证成指报收于13277.36,下跌0.39%。医疗服务板块个股涨跌见下表: ...
昭衍新药盘中一度涨停
Bei Jing Shang Bao· 2025-12-09 05:25
交易行情显示,12月9日,昭衍新药高开1.89%,开盘后股价震荡拉升,盘中股价一度触及涨停,报涨 停价30.77元/股。截至记者发稿,昭衍新药报30.03元/股,涨幅为7.37%。 北京商报讯(记者 丁宁)12月9日,昭衍新药(603127)盘中一度涨停。 ...
昭衍新药盘中涨超10% 机构称供需缺口或持续放大
Xin Lang Cai Jing· 2025-12-09 02:34
Core Viewpoint - The stock price of Zhaoyan New Drug (06127) has increased significantly, driven by a surge in the price of experimental monkeys, particularly the crab-eating macaque, which has seen a supply shortage and price increase [5]. Group 1: Company Performance - Zhaoyan New Drug's stock price rose by 7.33% to HKD 17.43, with a trading volume of HKD 211 million [5]. - The company is expected to benefit from the rising prices of experimental monkeys due to its acquisition of monkey breeding facilities, which aims to create an integrated industry chain [5]. Group 2: Industry Trends - The price of crab-eating macaques has surpassed HKD 100,000, with reports indicating prices have reached HKD 120,000 to HKD 130,000 due to supply shortages [5]. - Demand for experimental monkeys is projected to be between 51,300 to 62,600 annually from 2025 to 2027, while supply is estimated at 49,000 to 52,400, indicating a potential supply-demand gap [5]. - The resurgence in new drug development is expected to drive up the usage of experimental monkeys, exacerbating the supply constraints in the short term [5].
港股昭衍新药涨超10%
Mei Ri Jing Ji Xin Wen· 2025-12-09 02:28
每经AI快讯,港股昭衍新药(06127.HK)一度涨超10%,截至发稿,涨9.61%,报17.8港元,成交额1.72亿 港元。 ...
昭衍新药涨超10% 实验猴近期价格暴涨 机构称供需缺口或持续放大
Zhi Tong Cai Jing· 2025-12-09 02:22
Group 1 - The core viewpoint of the article highlights a significant increase in the price of experimental monkeys, particularly the crab-eating macaques, which have surpassed 100,000 yuan, with reports indicating prices have risen to 120,000-130,000 yuan due to supply shortages [1] - The trading performance of Zhaoyan New Drug (603127) shows a rise of over 10%, currently at 17.8 HKD with a trading volume of 172 million HKD, indicating positive market sentiment [1] - According to estimates from Founder Securities, the supply of experimental monkeys is projected to be around 49,000-52,400 annually from 2025 to 2027, while demand is expected to be between 51,300-62,600, suggesting a widening supply-demand gap due to increased usage in new drug development [1] Group 2 - The report from招商证券 indicates that Zhaoyan New Drug's acquisition of monkey breeding facilities aims to create an integrated industry chain, positioning the company to benefit from the rising prices of experimental monkeys, which could enhance profit margins [1] - The short-term outlook suggests that the demand for experimental monkeys is driven by a resurgence in new drug research, while improvements in supply are expected to be challenging, potentially leading to a sustained supply-demand imbalance [1]
港股异动 | 昭衍新药(06127)涨超10% 实验猴近期价格暴涨 机构称供需缺口或持续放大
智通财经网· 2025-12-09 02:16
Core Viewpoint - The stock price of Zhaoyan New Drug (06127) has increased by over 10%, currently trading at 17.8 HKD with a transaction volume of 172 million HKD, driven by a significant rise in the price and demand for experimental monkeys [1] Group 1: Company Insights - Zhaoyan New Drug is expected to benefit from the rising prices of experimental monkeys, as the company has acquired monkey farms to create an integrated industry chain [1] - The company’s stock performance reflects market optimism regarding its future profitability linked to the rising costs of experimental monkeys [1] Group 2: Industry Trends - The price of the crab-eating macaque has surpassed 100,000 RMB, with reports indicating that prices have reached 120,000 to 130,000 RMB due to a supply shortage [1] - Demand for experimental monkeys is projected to be between 51,300 to 62,600 units annually from 2025 to 2027, while supply is estimated at 49,000 to 52,400 units per year, indicating a potential supply-demand gap [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 [1]
北京昭衍新药研究中心股份有限公司2025年第二次临时股东大会决议公告
Shang Hai Zheng Quan Bao· 2025-12-05 19:37
Group 1 - The company held its second extraordinary general meeting of shareholders on December 5, 2025, with no resolutions being rejected [2][3] - The total number of shares with voting rights at the meeting was 746,174,300 shares after excluding shares held in the company's repurchase account [2] - The meeting was convened in accordance with the Company Law and the company's articles of association, with the chairman presiding over the meeting [3] Group 2 - The company approved several governance-related proposals, including the cancellation of the supervisory board and amendments to the articles of association [4][5] - All proposals related to the revision of governance systems and rules were passed unanimously [5][6] - The meeting was attended by all directors and supervisors, and the voting procedures were deemed valid [4][7] Group 3 - The company announced an expected related party transaction with Shengtong Intelligent Technology Co., Ltd., for a total amount not exceeding 16.5 million yuan for the year 2026 [11][12] - The transaction involves the provision of digital services and does not constitute a major asset reorganization [11] - The company had previously engaged in related transactions with Shengtong Intelligent amounting to 993.18 million yuan, which did not exceed 5% of the latest audited net assets [11][12] Group 4 - The company’s main business is non-clinical drug research services, and the collaboration with Shengtong Intelligent is expected to enhance operational efficiency and reduce costs [18] - The pricing for the services provided by Shengtong Intelligent will be based on a cost-plus model, ensuring alignment with market rates [16] - The independent directors and the board approved the related party transaction, confirming it aligns with the company's operational needs [19][20] Group 5 - The company plans to engage in daily related party transactions with Shuyitai Shen (Beijing) Biopharmaceutical Co., Ltd., which have been approved by the board [58][60] - These transactions are necessary for daily operations and are priced at market rates, ensuring no harm to the interests of the company or minority shareholders [65][66] - The company maintains its independence, with no reliance on these transactions for its main business or revenue [66] Group 6 - The company announced plans for entrusted financial management for 2026, with a maximum daily balance of 2 billion yuan for investments in low-risk financial products [69][72] - The purpose of the financial management is to enhance the efficiency of idle funds while ensuring the company's normal operations are not affected [71][78] - The board approved the financial management plan, which includes strict risk control measures [76][78] Group 7 - The company elected a new employee representative director, Li Ye, during the first meeting of the labor union committee on December 5, 2025 [79][80] - The new board will consist of 10 members, including 5 non-independent directors and 4 independent directors, complying with relevant regulations [79][80] - Li Ye has been with the company since 2007 and holds shares in the company, ensuring no conflicts of interest [80]