昭衍新药（06127）今日盘中大跌5.35%，引发市场关注。这一跌幅主要源于公司近期发布的2025年中期业绩报告以及行业竞争加剧的影响。
根据公司公布的2025年中期业绩，昭衍新药收益约6.69亿元，同比减少21.3%；毛利约1.05亿元，同比减少50.3%。虽然公司净利润实现扭亏为盈，达到6093.2万元，但这主要得益于生物资产公平值变动产生的收益。公司表示，收益减少主要是由于竞争加剧导致项目单位价格下滑。这一业绩表现不及市场预期，引发投资者对公司未来盈利能力的担忧。
此外，公司近期公告2025年半年度计提资产减值准备合计6061.91万元，这可能进一步加剧了市场的忧虑情绪。面对激烈的市场竞争和业绩压力，投资者对昭衍新药的短期前景持谨慎态度，导致股价出现较大幅度的下跌。分析人士认为，公司未来的业绩表现及其在竞争激烈的市场中的表现将成为投资者关注的焦点。
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