Industry Overview - The probiotic industry is expected to maintain a compound annual growth rate (CAGR) of 14.2% from 2023 to 2025, driven primarily by price increases, with an average price CAGR of 11.3% and a sales CAGR of 2.4% [1][2] - The market is witnessing significant growth in high-functionality and composite products, which are expected to drive demand [2] Market Dynamics - Sales of AKK probiotic products on platforms like Taobao, Tmall, JD, and Douyin are projected to increase from 13,700 units in January 2025 to 47,200 units by October 2025, indicating a potential surge in market opportunities as more entrants join the sector [3] Company Developments - Xianle Health's proprietary probiotic AKK ONE received GRAS certification in May 2025, enhancing its positioning in high-growth markets such as weight management and metabolic health. AKK ONE has a protein content 50% higher than conventional AKK strains and increases beneficial bacteria by approximately 1.5 times [4] - Junyao Health's subsidiary, Runying Bio, has developed two high-quality AKK strains, AKK BG-001 and AKK WST01, with a focus on cost optimization and efficiency improvements. The production process has seen a 50% reduction in fermentation time and a 70% increase in cell count [5] - Beijia Clean invested 210 million yuan in Shan'enkang, acquiring a 52% stake. Shan'enkang has established a large AKK strain library and has developed AKK PROBIO strains with high survival rates in gastrointestinal conditions [6] Investment Recommendations - Companies to watch include Xianle Health (300791.SZ), Junyao Health (605388.SH), and Beijia Clean (603059.SH) due to their innovative products and market positioning [7]

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Core Viewpoint - The company Beijiajie (603059.SH) is expected to achieve a net profit attributable to shareholders of the parent company ranging from 88 million to 132 million yuan for the year 2025, marking a turnaround from losses in the previous year [1] Financial Performance - The anticipated net profit for 2025 represents a significant improvement compared to the previous year, indicating a return to profitability [1] - The expected performance improvement is primarily attributed to the operational enhancements of its associated company, Weimeizi Industrial (Guangdong) Co., Ltd., and its controlling subsidiary, Shan'enkang Biotechnology (Suzhou) Co., Ltd. [1] - It is projected that there will be no impairment impacts for the current fiscal year compared to the previous year [1]

本期业绩扭亏为盈的主要原因：对外投资的参股子公司薇美姿实业(广东)股份有限公司以及控股子公司 善恩康生物科技(苏州)有限公司2025年度经营业绩改善，与上年同期相比，预计本年度不存在减值影 响。 倍加洁（603059）(603059.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者的 净利润为8,800万元到13,200万元，与上年同期相比，实现扭亏为盈。 ...

（文章来源：证券日报） 证券日报网讯 1月29日，倍加洁发布公告称，公司预计 2025 年年度实现归属于母公司所有者的净利润 为 8，800 万元到 13，200 万元，与上年同期相比，实现扭亏为盈。 ...

北京商报讯（记者 张君花）1月29日，倍加洁发布2025年年度业绩预告称，预计2025年年度实现归属于 母公司所有者的净利润为8800万元到1.32亿元，与上年同期相比，实现扭亏为盈。 ...

格隆汇1月29日丨倍加洁(603059.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润为8,800万元到13,200万元，与上年同期相比，实现扭亏为盈。预计2025年年度实现归属于 母公司所有者的扣除非经常性损益后的净利润为9,040万元到13,560万元。对外投资的参股子公司薇美姿 实业（广东）股份有限公司以及控股子公司善恩康生物科技（苏州）有限公司2025年度经营业绩改善， 与上年同期相比，预计本年度不存在减值影响。 ...

证券代码：603059 证券简称：倍加洁 公告编号：2026-001 倍加洁集团股份有限公司 2025 年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、本期业绩预告情况 （一）利润总额：-6,538.47 万元。归属于母公司所有者的净利润：-7,731.61 万元。归属于母公司所有者的扣除非经常性损益后的净利润：-9,590.92 万元。 （二）每股收益：-0.77 元。 三、本期业绩扭亏为盈的主要原因 业绩预告适用情形：净利润实现扭亏为盈。 倍加洁集团股份有限公司（以下简称"公司"）预计 2025 年年度实现归属 于母公司所有者的净利润为 8,800 万元到 13,200 万元，与上年同期相比， 实现扭亏为盈。 预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后的净利润 为 9,040 万元到 13,560 万元。 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 1、经财务部门初步测算，预计 2025 年年度实现归属于 ...

倍加洁公告，预计2025年年度实现归属于母公司所有者的净利润为8800万元到1.32亿元，与上年同期相 比，实现扭亏为盈。预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为9040万 元到1.36亿元。 ...

Summary of Conference Call Notes Company Overview - The company discussed is **倍加洁** (Beijiajie), which operates in the **probiotic and dietary supplement industry**. The focus is on its subsidiary **善恩康** (Shanenkang) and its product line involving **AKK菌** (Akkermansia muciniphila). Key Points and Arguments - **Stock Price Volatility**: The company's stock experienced significant fluctuations, attributed to a general pullback in small-cap stocks within the beauty and health sector. However, the company's fundamentals remain strong, with no abnormalities reported [1]. - **Growth Projections**: The company anticipates stable growth in its contract manufacturing business through 2026. The subsidiary Shanenkang is expected to see rapid growth driven by the AKK菌 product line, with profit margins likely to improve [1]. - **Financial Performance**: For the first half of 2025, Shanenkang is projected to achieve revenue of **49.76 million yuan**, representing an increase of over **80%** year-on-year. The net profit is expected to be **8.38 million yuan**, with a net profit margin of approximately **17%** (compared to a loss in the same period of 2024) [1]. - **Customer Expansion**: The significant revenue growth is attributed to an increase in customer numbers and the successful launch of high-margin AKK菌 products. The company has established partnerships with brands such as **仙乐** (Xianle), **Wonderlab**, and **若羽臣** (Ruoyuchen) [1]. - **Revenue Forecast for AKK菌**: The company estimates that revenue from AKK菌 products will exceed **10 million yuan** in 2025, with expectations for exponential growth in 2026 [1]. Industry Insights - **AKK菌 Overview**: AKK菌, also known as "slim bacteria" or "longevity bacteria," is naturally found in the human gut and is associated with higher proportions in long-lived and lean populations. It has significant potential applications in enhancing metabolism and immune health [2]. - **Product Development**: In February 2025, Shanenkang's AKK PROBIO active probiotic became the first product globally to receive both live and inactivated bacteria GRAS certification from the U.S. [2]. - **Market Trends**: There has been a surge in dietary supplement brands launching AKK菌 products. For instance, **若羽臣** launched an AKK菌 product priced at **228 yuan** per bottle, focusing on scientific weight management and metabolism enhancement, achieving over **4 million yuan** in GMV within 20 days of launch [2]. - **Competitive Landscape**: Recently, the **斐萃** brand introduced the **AKK小银瓶** product, priced at **2997 yuan** for three bottles, each containing **100 billion TFU** of inactivated AKK菌. This indicates a growing market interest and application potential for AKK菌 products [2]. Additional Important Content - The ongoing development and marketing of AKK菌 products suggest a promising future for the probiotic segment, with increasing consumer awareness and demand for health supplements focusing on metabolic and immune health benefits [2].