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 ...

Core Viewpoint - The article emphasizes the rising importance of biomanufacturing as a strategic and innovative sector, which is seen as a new growth point that can drive industrial structure optimization and economic model transformation. The release of the "2025 China Synthetic Biomanufacturing Industry Development White Paper" highlights the current state, trends, and challenges of the biomanufacturing industry in China [1]. Group 1: Current State and Trends - The white paper provides an overview of the development status and trends of biomanufacturing, analyzing the industry chain and key application directions [1]. - It compares the competitive landscape of biomanufacturing between China and the United States, identifying key differences and opportunities [7]. - Future development trends in biomanufacturing are discussed, indicating potential areas for growth and innovation [7]. Group 2: Policy Landscape - The report outlines major domestic and international policies affecting the biomanufacturing sector for 2024-2025, providing insights into regulatory environments [7]. - It details foreign policies that influence the global biomanufacturing industry, as well as domestic policies that shape the Chinese market [7]. Group 3: Industry Mapping and Key Players - The white paper identifies the "10 Leading Enterprises" in China's biomanufacturing industry, showcasing significant players and their contributions [7]. - It lists 15 publicly listed companies involved in synthetic biology, summarizing their strategic directions and investments in the field [7]. - The report highlights 20 popular products in the biomanufacturing space, linking them to corresponding companies [7]. Group 4: Challenges and Recommendations - The document discusses the challenges faced by China's biomanufacturing industry, including technological, regulatory, and market-related issues [7]. - It offers targeted policy recommendations to address these challenges, aiming to support the sustainable development of the biomanufacturing sector [7].

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]

Group 1 - The company, Jia Bi You, announced that it achieved an operating revenue of 574,884,218.93 yuan for the fiscal year 2025, representing a year-on-year growth of 3.47% [2] - The net profit attributable to the shareholders of the parent company reached 156,699,020.10 yuan, showing a year-on-year increase of 26.15% [2]

Core Viewpoint - Jia Biyou (688089.SH) reported a revenue of 575 million yuan for the fiscal year 2025, representing a year-on-year increase of 3.47% [1] - The net profit attributable to the parent company was 157 million yuan, reflecting a year-on-year increase of 26.15% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 139 million yuan, showing a year-on-year increase of 38.85% [1] Revenue and Profit Analysis - The company's revenue for 2025 reached 575 million yuan, which is an increase of 3.47% compared to the previous year [1] - The net profit attributable to the parent company increased to 157 million yuan, marking a significant rise of 26.15% year-on-year [1] - The adjusted net profit, excluding non-recurring items, was reported at 139 million yuan, up by 38.85% from the previous year [1] Factors Contributing to Profit Growth - The increase in profit was primarily driven by improved capacity utilization and a rise in gross profit margin [1] - Enhanced customer payment collections contributed to the reversal of credit impairment losses [1]

Financial Performance - Total operating revenue for 2025 reached CNY 574.88 million, an increase of 3.47% compared to the previous year[4] - Net profit attributable to shareholders of the parent company was CNY 156.70 million, up 26.15% year-over-year[4] - Net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses was CNY 138.84 million, a 38.85% increase from the previous year[4] - Operating profit increased by 30.43% to CNY 164.97 million[4] - Basic earnings per share increased to CNY 0.94, up 26.56% from CNY 0.74[4] - The weighted average return on net assets was 9.51%, an increase from 8.16%[4] Assets and Equity - Total assets at the end of 2025 were CNY 1,871.51 million, reflecting a 10.95% increase from the beginning of the year[5] - Shareholders' equity attributable to the parent company rose to CNY 1,647.04 million, a 5.84% increase[5] Operational Insights - The increase in profit was primarily due to improved capacity utilization and higher gross margins, along with better customer payment collections[6] Cautionary Notes - The company cautions that the financial data presented is preliminary and unaudited, urging investors to be aware of investment risks[6]