2024年10月7日早盘,港股生物制药概念股集体走强,其中昭衍新药(06127.HK)涨幅达20.14%,一度触及13.02港元/股的盘中新高。这引发了外界广泛关注。
分析人士认为,昭衍新药的大涨或与行业整体形势向好有关。根据公开报导,近期CRO(医药合同研究组织)行业的投融资环境有望快速恢复,在宽松资金环境下,药企对CRO公司的研发需求有望提升,从而带动整个行业受益。作为CRO领域的头部企业,昭衍新药具备全球竞争力,或受到资金青睐。
另一方面,也有观点认为昭衍新药提振的潜在动因还包括可能出售部分海外实验室基地等资产,以减轻经营成本压力、提升利润率。这可能进一步提振了投资者信心。不过具体消息有待公司进一步确认。
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