Xin Lang Cai Jing·2025-12-09 02:34Core 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].