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月15日发布的研报指出,实验猴作为临床前安评的刚性资源,随着临床前CRO订单稳步回暖,需求提升;且供给侧短期扩产难度较大,部分猴场表示产能已预定至2026年一季度,预计供需偏紧状态或将维持,短期价格有望进一步上行。  方正证券认为,头部CRO战略资源储备丰富,有望受益于行业回暖+猴价公允价值收益。以昭衍新药为例,假设按照2024年实验猴均价计入公允价值8.49万/只,2025Q4价格提升至14万/

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