智通财经APP获悉，昭衍新药(06127)午后跌近5%，截至发稿，跌4.46%，报12港元，成交额3065.11万港元。
瑞银发布研报称，昭衍新药2024年业绩表现大致符合预期，收入同比跌15.1%，纯利同比跌81.3%，该行认为市场已大致上消化过去几季的复苏，这反映于集团去年次季新订量呈按季复苏，以及去年第二季至第四季非人类灵长类动物公允价值的稳定。然而，该行留意到，集团去年第四季新订单再次转弱，而今年首季中国生物制药资金疲软或是其一阻力。
华西证券指出，公司业务承压，受国内投融资放缓带来的滞后影响，公司2024年实现收入20.2亿元，同比下降15%，其中24Q4实现收入6.8亿元，同比下降13.5%，收入端呈现一定的压力，受国内投融资放缓带来的滞后影响。公司2024年实现归母利润0.7亿元，根据24年报披露，其24年实验室业务贡献0.5亿元、资产管理收益贡献0.9亿元、生物资产公允价值变动为-1.1亿元，整体体现实验室贡献利润相对23年的4.7亿元显著下降，受国内订单项目单价下降等因素带来的毛利率下降影响。
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