智通财经APP获悉，昭衍新药(06127)盘中涨超4%，截至发稿，涨1.85%，报22.08港元，成交额5684.94万港元。
长江证券发布研报称，当前安评行业或迎来量价齐升。从量的维度上看，创新药企业投融资生态改善，创新药对外BD涌现提升行业研发投入意愿，带动创新药产业链进入新一轮景气周期；从价的维度上看，实验猴供给端不断下降，需求端企稳回升，供需缺口或不断拉大，猴价呈上升趋势，高度依赖实验猴资源的安评业务迎来量价齐升。
据了解，昭衍新药是国内非临床安全性评价(安评)CRO龙头。2025年业绩方面，昭衍新药收入16.58亿元，同比下滑17.87%；归母净利润2.98亿元，同比增长302.08%；扣非净利润3.11亿元，同比增长1221.30%。长江证券指出，生物资产公允价值变动显著增厚公司利润，全年贡献利润4.76亿元。业务亮点方面，2025Q4新签订单金额爆发式增长。2025Q4单季度新签订单金额达9.60亿元，同比增长118.2%，已非常接近历史单季度最高水平。2025Q1-Q4新签订单金额环比持续增长，同比增长持续提速。
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