智通财经APP获悉，昭衍新药(06127)再涨超11%，截至发稿，涨11.42%，报19.8港元，成交额1.29亿港元。
消息面上，12月上旬，食蟹猴单价悄然跃过10万元大关。据红星资本局调查，从广东、广西、云南等地多家实验猴养殖企业了解到，食蟹猴出现了供应短缺的现象，身价已涨至12、13万元。部分猴场表示，明年上半年的猴子都已经订出去了。华泰证券此前研报指出，伴随后续供需缺口拉大，猴价或逐渐进入新一轮上升周期（22年时高达15-20万元/只）。
华泰证券认为，昭衍新药是国内非临床安全性评价领域龙头，以过硬的服务能力持续提升海内外市场影响力。公司在历经18-22年的业绩高增，23-25年的订单量价承压调整后，利空逐渐出清，26年起有望凭借国内复苏（BD出海热潮、IND数量上升）+海外离岸外包双轮驱动进入新一轮增长通道。实验猴价格上升、新签订单回暖等或为后续主要催化。方正证券则建议关注业绩企稳且订单改善，明年有望迎来板块拐点的安评CRO。
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