周四盘中，昭衍新药（06127.HK）股价出现大幅下跌，跌幅高达5.35%，引发市场关注。这一显著跌幅与公司最近公布的2025年中期业绩报告密切相关。
根据昭衍新药8月26日发布的2025年中期业绩报告，公司收益约6.69亿元，同比减少21.3%；毛利约1.05亿元，同比减少50.3%。尽管净利润实现扭亏为盈，达到6093.2万元，但收入和毛利的大幅下滑仍然引起了投资者的担忧。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所驱动。
值得注意的是，昭衍新药在本期确认了生物资产公平值变动产生的收益9500万元，这在一定程度上抵消了经营业绩的下滑。然而，投资者似乎更关注公司核心业务的表现。面对激烈的市场竞争和项目单价下滑的压力，昭衍新药未来的盈利能力和市场地位可能面临挑战，这可能是导致股价大幅下跌的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.