证券日报网讯凯赛生物10月31日在互动平台回答投资者提问时表示，关于公司股东持股情况，请持续关 注公司定期报告及相关公告。 （文章来源：证券日报） ...

（编辑 楚丽君） 证券日报网讯 凯赛生物10月31日在互动平台回答投资者提问时表示，关于募投项目延期事项详见公司 于2025年9月30日披露的《关于部分募投项目延期的公告》（公告编号：2025-050）。 ...

证券日报网讯凯赛生物10月31日在互动平台回答投资者提问时表示，公司高度重视与投资者的交流，投 资者通过法定渠道(如业绩说明会、投资者专线、互动平台等)提出的相关问题，公司均会及时答复。 ...

2024年至今，生物制造作为国家战略性新兴产业和未来产业的核心方向，频现于国家相关政策与规划 中。今年以来，凯赛生物联合招商局集团、合肥市政府，以及宁德时代、海澜之家、中外运、中远海发 等行业龙头，携手共建生物制造产业生态圈，以系列生物基新材料推动各下游领域的低碳变革。（厉 平） 进入三季度，凯赛生物的生物法癸二酸与生物基哌啶业务推进顺利，呈现产销两旺态势。与新能源龙头 宁德时代、交运龙头中远海发的合作也取得了高效进展。8月11日，总投资5亿元、规划18条电池壳生产 线及配套设施的凯酰时代生物基电池壳制造基地项目环评文件公示，上游配套年产4.1万吨生物基复合 材料项目也在同步推进。8月28日，公司与中外运集装箱运输有限公司、中远海发旗下上海寰宇物流全 资子公司"上海寰宇青岛箱厂"三方联合打造的全球首个生物基复合材料冷藏集装箱正式交付，填补了国 内生物基材料在冷藏集装箱领域的应用空白，上述示范项目进一步推动了公司核心产品的商业化进度。 10月30日晚间，凯赛生物(688065)披露2025年三季报，公司整体业绩延续半年报涨势。报告显示，公司 今年前三季度营业收入25.45亿元，同比增长14.9%；利润5.03亿 ...

上海凯赛生物技术股份有限公司 2025 年第三季度报告 证券代码：688065 证券简称：凯赛生物 上海凯赛生物技术股份有限公司 2025 年第三季度报告 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、准确性和完整性依法承担法律责任。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位:元 币种:人民币 | 非经常性损益项目 | 本期金额 | 年初至报告期末 | 说明 | | --- | --- | --- | --- | | | | 金额 | | | 非流动性资产处置损益，包括已计提 | 1,522,587.08 | 6,717,488.50 | | | 资产减值准备的冲销部分 | | | | | 计入当期损益的政府补助，但与公司 | | | | | 正 ...

证券代码：688065 证券简称：凯赛生物 公告编号：2025-060 上海凯赛生物技术股份有限公司 关于 2025 年前三季度计提资产减值准备的公告 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、准确性和完整性依法承担法律责任。 一、本次计提资产减值准备的情况概述 根据《企业会计准则》等相关会计政策的规定，为客观、公允地反映上海凯 赛生物技术股份有限公司（以下简称"公司"）截至 2025 年 9 月 30 日的财务状 况及 2025 年前三季度的经营成果，根据谨慎性原则，公司 2025 年前三季度计提 的减值准备合计为 12,972.41 万元。具体情况如下： 单位：万元 | 项目 | 2025 年 1-9 月计提金额 | 备注 | | --- | --- | --- | | 信用减值损失 | 1,565.38 | 应收账款、其他应收款 | | 资产减值损失 | 11,407.03 | 存货 | | 合计 | 12,972.41 | / | 二、本次计提资产减值准备事项的具体说明 （一）信用减值损失 公司以预期信用损失为基础，对应收账款、其他应收款进行 ...

凯赛生物公告，第三季度营收为8.74亿元，同比增长13.43%；净利润为1.42亿元，同比增长45.30%。前 三季度营收为25.45亿元，同比增长14.90%；净利润为4.51亿元，同比增长30.56%。 ...

Core Insights - The article emphasizes the rising importance of biomanufacturing as a strategic and innovative field, which is seen as a new growth point that can drive industrial structure optimization and economic transformation [1]. Group 1: Current State and Trends - The "2025 China Synthetic Biomanufacturing Industry Development White Paper" was officially released on August 1, highlighting the current state and trends of biomanufacturing [1]. - The report analyzes the global biomanufacturing industry, including key platform facilities and a comparative study between China and the U.S. in the biomanufacturing sector [5][6]. Group 2: Policy Landscape - The report outlines major domestic and international policies affecting biomanufacturing from 2024 to 2025, providing insights into regulatory frameworks that could impact industry growth [5]. Group 3: Industry Map and Applications - A detailed analysis of the biomanufacturing industry chain and key application areas is presented, including sectors such as pharmaceuticals, food, personal care, agriculture, chemicals, materials, and energy [5][6]. - The report identifies ten leading companies in China's biomanufacturing industry, showcasing their roles and contributions [6]. Group 4: Company Strategies - The report includes a summary of the synthetic biology strategies of 15 listed companies, highlighting their respective directions and market positioning [6]. Group 5: Investment and Challenges - An overview of the investment and financing situation in the domestic synthetic biology sector for the period of 2024 to mid-2025 is provided, indicating the financial landscape for potential investors [6]. - The report discusses challenges faced by the biomanufacturing industry in China and offers targeted policy recommendations to address these issues [6].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights a recovery opportunity at the bottom of the chemical cycle, particularly in the titanium dioxide sector, with major companies expanding globally and focusing on asset acquisitions [3][4]. - Global oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable with a projected global GDP growth of 2.8% [4][5]. - The report emphasizes the importance of various chemical chains, including textiles, agriculture, and exports, as well as the potential for recovery in profitability for titanium dioxide due to easing trade tensions and improved overseas real estate conditions [3][4]. Summary by Sections Industry Dynamics - Oil supply is anticipated to rise, with OPEC+ expected to increase production, while demand is stable but may slow due to tariffs [4]. - Coal prices are expected to stabilize at a low level, and natural gas exports from the U.S. are likely to increase, reducing import costs [4]. Chemical Product Prices and Trends - The report notes that the PPI for all industrial products fell by 2.3% year-on-year in September, indicating a narrowing decline compared to August [5]. - Manufacturing PMI rose to 49.8%, suggesting a continued recovery in manufacturing activity [5]. Investment Analysis - The report suggests focusing on four key areas for investment: textiles, agriculture, export-related chemicals, and sectors benefiting from reduced competition [3]. - Specific companies to watch include Lu Xi Chemical, Tongkun Co., and Huafeng Chemical in the textile chain, and various firms in the agricultural sector such as Hualu Hengsheng and Baofeng Energy [3][4]. Key Company Valuations - The report provides a valuation table for key companies, indicating their market capitalization and projected earnings for the coming years [14].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights the global expansion of major titanium dioxide manufacturers, emphasizing the opportunity for industry recovery from the bottom of the cycle. The acquisition of Venator UK's titanium dioxide assets and the establishment of subsidiaries in Malaysia and the UK are key developments [4][5]. - The macroeconomic outlook for the chemical sector indicates stable oil demand despite a slight slowdown due to tariffs, with global GDP growth projected at 2.8%. The report also notes that coal prices are stabilizing and natural gas export facilities in the U.S. are expected to accelerate [4][5]. - The report suggests investment strategies across various sectors, including textiles, agriculture, and chemicals, with a focus on companies benefiting from the "anti-involution" policies [4][5]. Summary by Sections Industry Dynamics - The report discusses the current macroeconomic conditions affecting the chemical industry, including oil supply and demand dynamics, with a forecast of increased production from non-OPEC sources and stable global oil demand [5][6]. - It notes that the PPI for industrial products decreased by 2.3% year-on-year in September, indicating a stabilization in prices due to improved supply-demand structures [6]. Investment Analysis - The report recommends a diversified investment approach focusing on sectors such as textiles, agriculture, and export-oriented chemicals, highlighting specific companies for potential investment [4][18]. - Key materials for growth are identified, including semiconductor materials and packaging materials, with specific companies mentioned for each category [4][18]. Price Movements - The report provides detailed price movements for various chemical products, including titanium dioxide, fertilizers, and pesticides, indicating a mixed outlook with some prices stabilizing while others show slight declines [11][14][20]. - It highlights the impact of external factors such as raw material costs and international trade dynamics on pricing trends within the chemical sector [11][14].