智通财经网·2025-12-15 04:00Core Viewpoint - Zhaoyan New Drug (06127) has seen its stock price increase by over 30% this month, with a current price of 22.14 HKD and a trading volume of 208 million HKD, driven by rising demand for experimental monkeys used in preclinical evaluations [1] Company Summary - Zhaoyan New Drug's stock price rose by 4.04% to 22.14 HKD, with a cumulative increase of over 30% this month [1] - The company is expected to benefit from the rising prices of experimental monkeys, which are projected to reach 140,000 RMB per monkey by December 9 [1] Industry Summary - The price of experimental monkeys is on an upward trend, with a current price of approximately 140,000 RMB each, driven by increased demand from preclinical CRO orders [1] - Supply constraints are expected to persist, as some monkey farms have reported that their production capacity is booked until Q1 2026, leading to a tight supply-demand situation [1] - According to estimates, if the average price of experimental monkeys reaches 84,900 RMB in 2024 and 140,000 RMB by Q4 2025, Zhaoyan New Drug could see an increase in fair value of approximately 220 million RMB in 2025, based on a known quantity of 23,200 monkeys [1]