证券代码：688089 证券简称：嘉必优 公告编号：2026-005 嘉必优生物技术（武汉）股份有限公司 特此公告。 嘉必优生物技术（武汉）股份有限公司（以下简称"公司"）董事会于近日收 到公司非独立董事苏小禾女士递交的书面辞职报告。苏小禾女士提前离任的基本 情况如下： | | 离 | 离任时间 | | | | | 是否继续在 | 具体职 务（如适 | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 任 | | | 原定任期 | | 离任 上市公司及 | | | 未履行完 | | | 职 | | | 到期日 | | 原因 其控股子公 | | 用） | 毕的公开 | | | 务 | | | | | 司任职 | | | 承诺 | | 苏小禾 | 董 | 2026 | 年 3 2027 | 12 | 年 | 个人原因 否 | | 不适用 | 否 | | | 事 | 月 24 | 日 月 | 25 | 日 | | | | | 二、对公司的影响 苏小禾女士的辞职报告自送达公司董事会之日生效。苏小禾女士辞职后不会 导致 ...

近年来，生物制造的热度居高不下，作为新兴的战略性领域，生物制造因其创新性和对传 统生产方式的颠覆性，被视为新的增长点，有助于推动产业结构优化和经济模式的转变。 由药融圈&Synbio深波联合发起，药融圈产业研究院精心编纂的 《2025中国合成生物制造产业发 展白皮书》 （以下简称《研究报告》），已于8月1日 在Synbio China 第三届中国合成生物学"科 学家+企业家+投资家"博览会正式发布！ 领取方式： 关注本公众号，扫码添加下方微信获取 白皮书电子版 2025中国合成生物 制造产业发展白皮书 本白皮书介绍了生物制造的发展现状及趋势，分析了生物制造的产业链和重点应用方向， 并精选 出中国生物制造产业10大链主企业，整理了15家上市公司合成生物学布局方向以及20大热门品种 ，同时探讨了生物制造面临的挑战，最终提出了针对性的政策建议，供业内参考 。 添加请备注：单位+职位+姓名 封面一览 Synthetic Biology 深波 1 251 息息与人脉精准链接平台 一、 凯赛生物（688065）…………………………………………………………………………………………………………………………………………………… ...

证券代码：688089 证券简称：嘉必优 公告编号：2026-004 嘉必优生物技术（武汉）股份有限公司 关于董事辞职的公告 根据《公司章程》，公司董事会由 9 名董事组成，王逸斐先生辞职后，董事 会成员将低于《公司章程》规定的人数，公司将尽快完成董事的选聘工作。 截至本公告披露之日，王逸斐先生不直接持有公司股份，不存在应当履行而 未履行的承诺事项。王逸斐先生在任期间恪尽职守、勤勉尽责，公司董事会对王 逸斐先生在任职期间所作出的积极贡献表示衷心感谢！ 特此公告。 嘉必优生物技术（武汉）股份有限公司董事会 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、董事提前离任的基本情况 嘉必优生物技术（武汉）股份有限公司（以下简称"公司"）董事会于近日收 到公司非独立董事王逸斐先生递交的书面辞职报告。王逸斐先生提前离任的基本 情况如下： | 姓名 | 离 任 | 离任时间 | | 原定任期 | 离任 | 上市公司及 | 是否继续在 | 具体职 务（如适 | 是否存在 未履行完 | | --- | --- | --- | --- | ...

Investment Rating - The report suggests a focus on investment opportunities in the mechanical equipment industry, particularly in areas of domestic substitution and AI integration [4]. Core Insights - The "14th Five-Year Plan" emphasizes technological self-reliance and the autonomy of industrial chains, with a focus on key sectors such as integrated circuits, industrial mother machines, high-end instruments, and advanced materials [6]. - The report identifies significant growth potential in the domestic production of industrial mother machines and scientific instruments, driven by increased policy support and funding [6][19]. - AI integration into mechanical equipment is highlighted as a major trend, with the industry expected to benefit from AI-driven infrastructure investments [32]. - The report notes the ongoing trend of Chinese engineering machinery companies expanding overseas, transitioning from product exports to capacity exports [4][37]. Summary by Sections 1. Breakthrough in "Choke Point" Areas: Industrial Mother Machines and Scientific Instruments - The report indicates that the domestic substitution process for industrial mother machines and scientific instruments will accelerate, supported by government policies [6]. - The high-end machine tool market remains heavily reliant on imports, with opportunities for domestic manufacturers to increase their market share [7][18]. - The scientific instruments sector is characterized by a high import dependency, with over 70% of instruments imported, indicating a strong potential for domestic manufacturers to fill this gap [22][26]. 2. Deep Integration of AI and Mechanical Equipment - The report highlights that the mechanical equipment industry will benefit from AI-driven infrastructure investments, with significant capital expenditure expected from major cloud service providers [32]. - AI applications, particularly in embodied intelligence, are identified as having substantial growth potential, with various industrial and consumer applications anticipated [38]. 3. Engineering Machinery's Global Expansion - The report notes that the engineering machinery sector is transitioning from product exports to capacity exports, with a focus on high-quality international cooperation [4]. - The export value of China's engineering machinery is projected to reach $60.17 billion by 2025, reflecting a compound annual growth rate (CAGR) of 23% during the "14th Five-Year Plan" period [4]. 4. Investment Recommendations - The report recommends focusing on sectors where domestic substitution is expected to continue, such as industrial mother machines and scientific instruments [4]. - It also suggests monitoring the integration of AI with mechanical equipment and the engineering machinery sector's international expansion [4].

Core Insights - The 11th Bio-based Conference and Exhibition will be held in Shanghai from May 20-22, focusing on bio-based chemicals and materials, featuring 11 thematic forums, 7 concurrent activities, and 1000 new product displays [2] Group 1: Company Overview - Kasei Biotech, established in 2000, focuses on synthetic biology and bio-manufacturing technology, becoming a global leader in producing new bio-based materials [3] - Kasei Biotech's revenue for 2025 is projected to reach 3.295 billion yuan, marking an 11.41% increase, with a net profit of 566 million yuan, up 15.7% [3] - Huaheng Biotech, founded in 2005, plans to list in Hong Kong and expects a revenue of 2.885 billion yuan in 2025, a 32.5% increase, but a net profit decrease of approximately 30% [9][10] - Huadong Medicine achieved a revenue of 41.906 billion yuan in 2024, a 3.16% increase, with a net profit of 3.512 billion yuan, up 23.72% [14] Group 2: Main Business Composition - Kasei Biotech's main revenue sources include long-chain dicarboxylic acids (2.67 billion yuan, 90.26% of revenue) and bio-based polyamides (144 million yuan, 4.88% of revenue) [6] - Huaheng Biotech's main products include amino acids (1.509 billion yuan, 69.29% of revenue) and vitamins (207 million yuan, 9.49% of revenue) [10] - Huadong Medicine's industrial microbiology segment saw revenue growth from 510 million yuan in 2022 to 711 million yuan in 2024, with a CAGR of 18.07% [14] Group 3: Research and Development Projects - Kasei Biotech is investing in projects like bio-manufacturing research with a total investment of 6.3 million yuan, focusing on fermentation and extraction technology [7] - Huaheng Biotech has multiple ongoing projects, including optimizing amino acid production strains and developing high-purity amino acid removal processes [11][12] - Huadong Medicine has initiated 393 research projects in industrial microbiology, focusing on xRNA raw materials and health-related products [18] Group 4: Development Strategies - Kasei Biotech aims to expand large-scale applications of bio-materials to replace petrochemical products and utilize agricultural waste for bio-manufacturing [8] - Huaheng Biotech focuses on becoming a leader in synthetic biology through innovation and collaboration, emphasizing the use of renewable resources [13] - Huadong Medicine is accelerating its business layout through cooperation and acquisitions, focusing on xRNA raw materials and health products [25] Group 5: Financial Performance - Kasei Biotech's revenue for 2025 is projected to be 3.295 billion yuan, with a net profit of 566 million yuan [3] - Huaheng Biotech expects a revenue of 2.885 billion yuan in 2025, with a significant decrease in net profit [9] - Huadong Medicine's revenue reached 41.906 billion yuan in 2024, with a notable increase in net profit [14] Group 6: Market Trends - The bio-based industry is witnessing a shift towards sustainable materials, with companies focusing on reducing reliance on fossil fuels and enhancing the use of agricultural by-products [8][13] - The demand for bio-based products is expected to grow, driven by environmental concerns and regulatory support for sustainable practices [2][8]

Core Insights - The 11th Bio-based Conference and Exhibition will be held in Shanghai from May 20-22, focusing on bio-based chemicals and materials, featuring 11 thematic forums, 7 concurrent activities, and 1000 new product displays [2] - The article outlines the basic information, main business composition, ongoing projects, and development strategies of ten leading companies in the bio-manufacturing industry, including Kasei Biotech, Huaheng Biotech, and others [2] Group 1: Kasei Biotech (688065) - Kasei Biotech achieved a revenue of 3.295 billion yuan in 2025, marking an 11.41% year-on-year increase, with a net profit of 566 million yuan, up 15.7% [3] - The main business composition includes synthetic bio-materials, with long-chain dicarboxylic acids generating 2.67 billion yuan in revenue, accounting for 90.26% of total income [6] - Ongoing projects focus on bio-manufacturing research, including the development of fermentation technology for bio-based materials and high-throughput microbial screening systems [7][8] Group 2: Huaheng Biotech (688639) - Huaheng Biotech plans to list in Hong Kong, with projected revenue of 2.885 billion yuan in 2025, a 32.5% increase, but a net profit decrease of approximately 30% [9][10] - The main business composition includes amino acids, contributing 1.509 billion yuan, and vitamins, contributing 207 million yuan, with a significant portion of revenue coming from overseas [11] - Ongoing projects include optimizing amino acid production strains and developing high-purity amino acid removal processes [12][13] Group 3: Huadong Medicine (000963) - Huadong Medicine expects a revenue of 41.906 billion yuan in 2024, a 3.16% increase, with a net profit of 3.512 billion yuan, up 23.72% [15] - The industrial microbiology segment saw revenue growth from 510 million yuan in 2022 to 711 million yuan in 2024, with a CAGR of 18.07% [15] - The company has initiated 393 research projects in the industrial microbiology field, focusing on xRNA materials and health-related products [19] Group 4: Meihua Biotech (600873) - Meihua Biotech reported a revenue of 25.069 billion yuan in 2024, a 9.69% decrease, with a net profit of 2.740 billion yuan, down 13.85% [28] - The company focuses on amino acid production and has developed a comprehensive ecosystem including animal nutrition and pharmaceutical-grade amino acids [27] - Research and development investments reached 733 million yuan in 2024, emphasizing the development of new technologies and strains [31] Group 5: Chuan Ning Biotech (301301) - Chuan Ning Biotech achieved a revenue of 5.758 billion yuan in 2024, a 19.38% increase, with a net profit of 1.400 billion yuan, up 48.88% [36] - The main business composition is primarily in pharmaceutical manufacturing, with a significant portion of revenue from pharmaceutical intermediates [38] - The company has established a commercial system integrating product selection, research, and large-scale production [37]

Group 1 - Ninebot Company achieved a revenue of 21.325 billion yuan in 2025, a year-on-year increase of 50.22%, and a net profit of 1.755 billion yuan, up 61.84% [1] - Huizhong Co., Ltd. reported a revenue of 450 million yuan in 2025, a 16.79% increase, with a net profit of 66.2099 million yuan, up 14.7% [2] - Dalian Heavy Industry achieved a revenue of 15.501 billion yuan in 2025, an 8.54% increase, with a net profit of 588 million yuan, up 18.17% [3] - Jiepte's optical connection business is still in its early stages, contributing less than 5% to total revenue, with uncertainties due to market demand and competition [4] - Yuanguang Software reported a revenue of 2.593 billion yuan in 2025, an 8.12% increase, with a net profit of 301 million yuan, up 2.8% [5] - Kaipu Cloud reported a revenue of 418 million yuan in 2025, a 32.24% decrease, with a net loss of 10.8071 million yuan [6] - Cambricon achieved a total revenue of 6.497 billion yuan in 2025, a 453.21% increase, with a net profit of 2.059 billion yuan, compared to a loss of 452 million yuan in the previous year [7] - Sanxin Medical reported a revenue of 1.64 billion yuan in 2025, a 9.31% increase, with a net profit of 262 million yuan, up 15.43% [8] - Wanji Technology won a project bid worth 22 million yuan, aligning with its smart connected business development plan [9] - Xingrong Environment proposed a cash dividend of approximately 2.35 yuan per 10 shares for 2025, based on a 35% payout ratio of net profit [10] - Lankai Technology achieved a revenue of 5.456 billion yuan in 2025, a 49.94% increase, with a net profit of 2.236 billion yuan, up 58.35% [11] - Muxi Co., Ltd. reported a revenue of 1.644 billion yuan in 2025, a 121.26% increase, but incurred a net loss of 778 million yuan [12] - Hubei Yihua reported a revenue of 25.659 billion yuan in 2025, a 1.04% increase, with a net profit of 889 million yuan, down 16.74% [13] - Microchip Bio proposed a share buyback plan of 80 million to 120 million yuan for employee stock ownership [14] - Moore Thread reported a revenue of 1.506 billion yuan in 2025, a 243.37% increase, with a net loss of 1.024 billion yuan [15] - Huace Navigation achieved a revenue of 3.681 billion yuan in 2025, a 13.24% increase, with a net profit of 681 million yuan, up 16.7% [16] - Jiangfeng Electronics reported a revenue of 4.605 billion yuan in 2025, a 27.75% increase, with a net profit of 481 million yuan, up 20.15% [17] - Wol Nuclear Materials achieved a revenue of 8.451 billion yuan in 2025, a 22% increase, with a net profit of 1.135 billion yuan, up 33.95% [18] - Shenghong Co., Ltd. reported a revenue of 3.463 billion yuan in 2025, a 14.07% increase, with a net profit of 474 million yuan, up 10.58% [19] - Sun Paper achieved a revenue of 39.184 billion yuan in 2025, a 3.79% decrease, with a net profit of 3.258 billion yuan, up 5.05% [20] Group 2 - Wuhan Tianyuan's actual controller plans to reduce holdings by up to 1.93% of the company's shares [21][22] - Zhenghai Bio's shareholder plans to reduce holdings by up to 2% of the company's shares [23] - Baiwei Storage reported a revenue of 11.296 billion yuan in 2025, a 68.72% increase, with a net profit of 867 million yuan, up 437.56% [24] - Jierong Technology received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [25] - Tengda Construction won a bid for a city parking lot construction project worth 172 million yuan [26] - Jiazhen New Energy's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Jiabiou reported a revenue of 575 million yuan in 2025, a 3.47% increase, with a net profit of 157 million yuan, up 26.15% [28] - Jingsheng Co., Ltd.'s shareholder plans to reduce holdings by up to 3% of the company's shares [29] - Chengdi Xiangjiang's subsidiary signed a significant contract with Shanghai Unicom, with an estimated contract value of 642 million yuan [30] - Guoci Materials plans to acquire 100% of Australian-listed company SDI for 166 million AUD (approximately 816 million yuan) [31] - Zhongfutong plans to raise no more than 643 million yuan through a private placement for various projects [32] - Yuanjie Technology reported a revenue of 601 million yuan in 2025, a 138.5% increase, with a net profit of 191 million yuan, compared to a loss of 6.134 million yuan in the previous year [33] - *ST Dazheng's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Huasheng Tiancheng clarified its cooperation model with Huawei, indicating that it has a minor impact on overall revenue [35] - Fenghuo Communication reported that its low-orbit satellite communication business contributes less than 1% to total revenue [36] - Huasheng Chang plans to acquire 100% of Jialante's shares for 460 million yuan [37] - Hekang New Energy plans to raise no more than 1.652 billion yuan from Midea Group for various projects [38] - Shuangliang Energy is under investigation by the CSRC for misleading information disclosure [39] - Jingfang Technology reported a revenue of 1.474 billion yuan in 2025, a 30.44% increase, with a net profit of 370 million yuan, up 46.23% [40][41] - Zhongji Xuchuang reported a revenue of 38.24 billion yuan in 2025, a 60.25% increase, with a net profit of 10.799 billion yuan, up 108.81% [42] - Shunluo Electronics reported a revenue of 6.745 billion yuan in 2025, a 14.39% increase, with a net profit of 1.021 billion yuan, up 22.71% [43] - Visual China plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [44] - Haitai Development is under investigation by the CSRC for information disclosure violations [45] - Biyin Lefen's controlling shareholder plans to increase holdings by 100 million to 200 million yuan [46] - Tapa Group reported a revenue of 4.107 billion yuan in 2025, a 3.99% decrease, with a net profit of 634 million yuan, up 17.87% [47] - Lite Optoelectronics plans to invest in a quartz fabric R&D center and production base with a total investment of 1 billion yuan [48] - Demingli reported a revenue of 10.789 billion yuan in 2025, a 126.07% increase, with a net profit of 688 million yuan, up 96.35% [49] - Shengke Communication's state-owned investment fund reduced its shareholding to 13% [50] - Tongxing Technology plans to invest in a sodium-ion battery anode material project with a total investment of approximately 500 million yuan [51] - *ST Rindong applied to revoke the delisting risk warning for its stock, reporting a net profit of 360 million yuan in 2025, compared to a loss of 833 million yuan in the previous year [53] - Guoli Electronics reported a revenue of 1.323 billion yuan in 2025, a 66.98% increase, with a net profit of 70.6089 million yuan, up 133.51% [54] - Jingzhida plans to raise no more than 2.959 billion yuan through a private placement for various projects [55] - Hongdian Film reported a revenue of 2.298 billion yuan in 2025, a 16.55% increase, with a net profit of 159 million yuan, compared to a loss of 96.376 million yuan in the previous year [56] - Jingzhida's shareholders plan to reduce holdings by up to 1.55% of the company's shares [57] - Xin Anjie announced that its chairman is under investigation and has been detained [58]

证券日报网讯 2月27日，嘉必优发布公告称，公司2025年度实现营业收入574884218.93元，同比增长 3.47%；归属于母公司所有者的净利润156699020.10元，同比增长26.15%。 （文章来源：证券日报） ...

报告期内公司利润增长主要原因：1、产能利用率提高，毛利率提升；2、客户回款转好，信用减值损失 转回。 格隆汇2月27日丨嘉必优(688089.SH)公布2025年度业绩快报，2025年度公司实现营业收入5.75亿元，较 去年同期相比增加3.47%；归属于母公司所有者的净利润1.57亿元，较去年同期增加26.15%；归属于母 公司所有者的扣除非经常性损益的净利润1.39亿元，较去年同期增加38.85%。 ...

证券代码：688089 证券简称：嘉必优 公告编号：2026-003 嘉必优生物技术（武汉）股份有限公司 2025 年度业绩快报公告 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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以公司2025年年度的定期报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 2025 年度公司实现营业收入 57,488.42 万元，较去年同期相比增加 3.47%； 归属于母公司所有者的净利润 15,669.90 万元，较去年同期增加 26.15%；归属于 母公司所有者的扣除非经常性损益的净利润 13,883.96 万元，较去年同期增加 38.85%。 2025 年末公司总资产为 187,151.06 万元，较期初增加 10.95%；归属于母公 司的所有者权益为 164,703.57 万元，较期初增加 5.84%。 报告期内公司利润增长主要原因：1、产能利用率提高，毛利率提升；2、客 户回款转好，信用减值损失转回。 | 项目 | 增减变动 ...