智通财经网·2026-01-09 06:58Core Viewpoint - Zhaoyan New Drug (06127) has seen its stock price increase by over 60% in the past month, with a current price of HKD 25.92, reflecting a rise of 7.02% as of the latest report [1] Group 1: Stock Performance - The stock price of Zhaoyan New Drug has risen by more than 7% recently, with a trading volume of HKD 203 million [1] - Over the past month, the cumulative increase in stock price is nearly 60% [1] Group 2: Market Insights - Guohai Securities highlights that during the safety evaluation phase, new technology platforms such as large molecules (multi-antibodies, ADC), small nucleic acids, peptides, and cell gene therapies require macaque monkeys for safety testing, indicating a recovery in the domestic innovative drug development environment [1] - The price of macaque monkeys has increased significantly, reaching HKD 140,000 each, leading to a supply-demand imbalance in the market [1] Group 3: Financial Projections - According to estimates from Founder Securities, if the average price of experimental monkeys is set at HKD 84,900 per monkey for 2024 and increases to HKD 140,000 by Q4 2025, the projected fair value increase for Zhaoyan New Drug could be approximately HKD 220 million in 2025, based on a known population of 23,200 monkeys [1]