智通财经APP获悉，昭衍新药(06127)涨超10%，截至发稿，涨9.61%，报17.8港元，成交额1.72亿港元。
消息面上，据红星资本局报道，12月上旬，食蟹猴单价悄然跃过10万元大关。连日来，红星资本局以购猴者身份从广东、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。
据方正证券测算，预计2025年至2027年实验猴供给大约4.90-5.24万只/年，实验猴需求量大约5.13-6.26万只/年，短期由于新药研发回暖，驱动实验猴用量提升，而供给侧短期改善难度较大，供需缺口或持续放大。招商证券在今年7月发布的研报中指出，昭衍新药收购猴场打造产业链一体化，有望受益于后续实验猴涨价增厚利润。
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