智通财经APP获悉，昭衍新药(06127)涨超8%，截至发稿，涨8.21%，报22.14港元，成交额3986.2万港元。
消息面上，近期市场关注临床前安评试验资产食蟹猴。根据北京商报，2025年12月9日实验猴价格呈加速上涨趋势，大约14万元/只。方正证券12月15日发布的研报指出，实验猴作为临床前安评的刚性资源，随着临床前CRO订单稳步回暖，需求提升；且供给侧短期扩产难度较大，部分猴场表示产能已预定至2026年一季度，预计供需偏紧状态或将维持，短期价格有望进一步上行。
方正证券认为，头部CRO战略资源储备丰富，有望受益于行业回暖+猴价公允价值收益。以昭衍新药为例，假设按照2024年实验猴均价计入公允价值8.49万/只，2025Q4价格提升至14万/只，假设猴场出栏率为17%，按照已知23200只猴测算，毛估计（不考虑新补进猴子及未成年&老龄猴的影响）2025年新增公允价值约2.2亿。
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