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　　昭衍新药（06127）早盘涨超7%，截至发稿，股价上涨7.08%，现报21.02港元，成交额7631.46万港元。

　　近日，昭衍新药2026年第一季度业绩说明会上表示，目前行业内食蟹猴供应仍然偏紧，实验猴价格变动主要源于供需结构变化，当前需求有所回升，供需呈偏紧状态，但叠加各类不确定因素，未来价格走势仍需持续观察。公司还表示，受益于医药研发需求持续回暖，猴价上涨能够逐步传导至新签订单端，带动产品销售价格同步上行，量价层面随市场供需变化实现正向联动。

　　据昭衍新药披露数据显示，昭衍新药2026年第一季度实现新签订单金额约9.1亿元，同比增长111.6%；截至一季度末，公司在手订单储备规模为31亿元，同比增长40.9%。公司在业绩说明会上透露，截至目前，第二季度订单的量价水平整体延续一季度态势。公司产能利用率维持在较高水平，但仍具备一定释放弹性，可灵活承接后续新增订单。

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