每经AI快讯，2月10日，港股医药外包概念股震荡走强，昭衍新药(06127.HK)、药明生物(02269.HK)、 维亚生物(01873.HK)均涨超3%，泰格医药(03347.HK)、药明康德(02359.HK)、凯莱英(06821.HK)均涨超 2.5%。 ...

本文源自：金融界AI电报 港股医药外包概念股震荡走强，昭衍新药(06127.HK)、药明生物(02269.HK)、维亚生物(01873.HK)均涨 超3%，泰格医药(03347.HK)、药明康德(02359.HK)、凯莱英(06821.HK)均涨超2.5%。 ...

Core Viewpoint - The article discusses the increasing demand and rising prices for experimental monkeys in the biopharmaceutical industry, highlighting a supply shortage that is impacting drug development processes [4][5][7]. Group 1: Market Dynamics - The demand for experimental monkeys, particularly the crab-eating macaque, is critical in preclinical drug evaluations, with over 70% of large molecule drugs relying on them [8][11]. - The price of experimental monkeys has surged from approximately 80,000 yuan per monkey in early 2025 to 150,000 yuan currently, reflecting a significant supply-demand imbalance [15]. - The supply of experimental monkeys is constrained by their long breeding cycles, with a complete cycle taking 6-7 years, and each female typically producing only one offspring per year [12][17]. Group 2: Company Performance - Companies with sufficient experimental monkey resources, such as Zhaoyan New Drug, have reported significant profit increases, with net profits rising by 214% to 371% despite a revenue decline [5]. - Zhaoyan New Drug has expanded its breeding capabilities through acquisitions and self-built facilities, now housing over 10,000 monkeys, positioning itself as a leader in the market [12][17]. Group 3: Industry Trends - The biopharmaceutical industry is experiencing a shift as major Contract Research Organizations (CROs) like WuXi AppTec and Kanglong Chemical are aggressively acquiring monkey resources, which now account for over half of the industry’s total supply [17]. - A projected shortfall of approximately 10,000 experimental monkeys per year is expected in China from 2025 to 2027, indicating a growing gap between supply and demand [18]. Group 4: Regulatory and Technological Changes - Recent regulatory changes in the U.S. and China aim to reduce reliance on animal testing, promoting alternative methods such as AI and virtual models, although these technologies are not yet ready to fully replace experimental monkeys [19][20]. - The industry is encouraged to adapt to these changes by integrating traditional animal testing with emerging technologies to create a comprehensive drug development evaluation system [21].

昭衍新药明确指出，报告期内业绩增长的核心驱动力，源于生物资产市场价格上涨与自身自然生长增值的双重利好，这两大因素共同推动生物资产公允价 值正向变动，为公司业绩带来显著提振。而这里所提及的核心生物资产，正是市场上"一猴难求"的实验猴。 此外，上述提到的"自然生长"，其实是指幼猴成长到性成熟的实验可用阶段，其价值也会同步增加。 随着生物医药产业的持续蓬勃发展，临床前研发对实验猴的需求或将进一步攀升，一场关于"猴的叙事"的行业变局正在悄然展开。 "猴哥，猴哥，你真了不得……"曾经的经典唱段道尽"大师兄"的神通广大，而如今的"猴哥"，却跳出了神话故事，成了生物医药领域"高攀不起"的香饽 饽，一场"猴荒"正在生物医药行业蔓延。 供职于南方某药企的冯晴（化名）最近很是苦恼，公司计划开展一项药代动力学预试验，需采购10只食蟹猴，这项任务落到了她的肩上。冯晴多方接洽采 购渠道，试图一次性完成采购，却屡屡碰壁。其对《科创板日报》记者表示，要么是供货方没有足够库存，价格还开得很高，要么是对方仅承接实验服 务，并不对外出售实验猴。 眼下，冯晴仍在为"求猴"四处奔走，一只小小的实验猴，何以成为扼住药企研发进程的"命门"。 另一边，手 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 第 1 頁 共 11 頁 v 1.2.0 致：香港交易及結算所有限公司 公司名稱: 北京昭衍新藥研究中心股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06127 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 118,995,206 | RMB | | 1 RMB | | 118,995,206 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 118,995,206 | RMB | | 1 RMB | | 118,995,206 | | 2. 股份 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301333 | 诺思格 | 78.98 | 8.76% | 4.32万 | | 3.32亿 | | 688710 | 益诺思 | 61.07 | 7.52% | 1.74万 | | ● 1.04亿 | | 300244 | 迪安诊断 | 24.73 | 6.69% | 44.72万 | | 10.84亿 | | 688073 | 毕得医药 | 61.93 | 6.26% | 1.93万 | | 1.17亿 | | 688796 | 百奧賽图 | 71.64 | 5.73% | 3.05万 | | 2.18亿 | | 603127 | 昭衍新药 | 37.78 | 5.35% | 14.55万 | | 5.43亿 | | 002044 | 美年健康 | 7.18 | 5.28% | 209.29万 | | 14.77亿 | | 300683 | 海特生物 | 30.14 | 5.13% | 5.69万 | | 1.69亿 | | 3 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 北京昭衍新藥研究中心股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06127 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 118,995,206 | RMB | | 1 RMB | | 118,995,206 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 118,995,206 | RMB | | 1 RMB | | 118,995,206 | | 2. 股份分類 | 普通股 | 股份類別 | A | ...

2月3日，昭衍新药涨5.08%，截至发稿，报37.68元/股，成交4.24亿元，换手率1.81%，总市值282.35亿 元。 责任编辑：小浪快报 华宝中证医疗ETF（512170）成立日期2019年5月20日，最新规模252.63亿。今年以来收益2.53%，同类 排名2603/5562；近一年收益12.04%，同类排名3637/4285；成立以来收益4.38%。 华宝中证医疗ETF（512170）基金经理为胡洁。 截至发稿，胡洁累计任职时间13年114天，现任基金资产总规模1013.58亿元，任职期间最佳基金回报 162.35%， 任职期间最差基金回报-98.01%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，北京昭衍新药研究中心股份有限公司位于北京市经济技术开发区荣京东街甲5号,香港铜锣湾 希慎道33号利园1期19楼1920室，成立日期1998年2月25日，上市日期2017年8月25日，公司主营业务涉 及以药物非临 ...

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

2月2日，昭衍新药跌5.05%，截至发稿，报36.09元/股，成交5.69亿元，换手率2.45%，总市值270.44亿 元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，北京昭衍新药研究中心股份有限公司位于北京市经济技术开发区荣京东街甲5号,香港铜锣湾 希慎道33号利园1期19楼1920室，成立日期1998年2月25日，上市日期2017年8月25日，公司主营业务涉 及以药物非临床安全性评价服务为主的药物临床前研究服务和实验动物及附属产品的销售业务。主营业 务收入构成为：药物非临床研究服务95.59%，临床服务4.34%，实验模型供应0.07%。 责任编辑：小浪快报 从昭衍新药十大流通股东角度 数据显示，华宝基金旗下1只基金位居昭衍新药十大流通股东。华宝中证医疗ETF（512170）三季度减 持216.93万股，持有股数1248.38万股，占流通股的比例为1.67%。根据测算，今日浮亏损失约2396.89万 元。 华宝中 ...