2025 年度"提质增效重回报"行动方案的半年度评估报告 为践行以投资者为本的理念，深入落实上海证券交易所关于开展科创板上 市公司"提质增效重回报"专项行动的倡议，嘉必优生物技术（武汉）股份有限 公司（以下简称"公司"）于 2025 年 3 月 28 日发布了《嘉必优生物技术（武汉） 股份有限公司 2025 年度"提质增效重回报"行动方案》（以下简称"行动方案"）。 2025 年上半年，公司按照行动方案，积极开展和落实相关工作，现将 2025 年 上半年主要工作进展及成效情况总结如下： 一、 深耕"一主两翼"业务布局，驱动业务高质量发展 2025 年上半年，公司实现营业收入 3.07 亿元，较上年同期增长 17.60%； 实现归属于上市公司股东的净利润 1.08 亿元，较上年同期增长 59.01%。 嘉必优生物技术（武汉）股份有限公司 婴配领域，国内市场方面，ARA 和藻油 DHA 产品的需求稳步提升，核心 客户销量增长贡献明显。部分大客户藻油 DHA 替换鱼油 DHA 进程加快，公司 全面配合客户替换需求、积极协同下游客户推进产品升级，报告期内藻油 DHA 产品持续快速增长。国际市场方面，2025 年上半年 ...

证券代码：688089 证券简称：嘉必优 公告编号：2025-060 嘉必优生物技术（武汉）股份有限公司 第四届监事会第七次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 嘉必优生物技术(武汉)股份有限公司（以下简称"公司"）第四届监事会第 七次会议（以下简称"本次会议"）于 2025 年 8 月 18 日以通讯形式召开。会议 通知已于 2025 年 8 月 8 日通过邮件等方式送达全体监事。本次会议应出席监事 3 人，实际出席监事 3 人，会议由监事会主席王纪召集并主持。本次会议的召 集、召开和表决程序符合有关法律法规、规范性文件和《公司章程》的规定。 监事会认为：公司 2025 年半年度报告及其摘要的编制和审议程序符合法律、 行政法规及《公司章程》的规定，报告内容真实、准确、完整地反映了公司的 财务状况和经营成果等事项，不存在虚假记载、误导性陈述或者重大遗漏。 表决结果：3 票同意，0 票反对，0 票弃权。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披 ...

嘉必优8月18日晚间发布半年度业绩报告称，2025年上半年营业收入约3.07亿元，同比增加17.6%；归属 于上市公司股东的净利润约1.08亿元，同比增加59.01%；基本每股收益0.64元，同比增加60%。 （文章来源：每日经济新闻） ...

嘉必优生物技术（武汉）股份有限公司2025 年半年度报告 公司代码：688089 公司简称：嘉必优 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，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。 二、 重大风险提示 本报告第三节"管理层讨论与分析"之四"风险因素"已就相关风险进行了详细的阐述与揭示， 敬请查阅。 嘉必优生物技术（武汉）股份有限公司 2025 年半年度报告 1 / 186 嘉必优生物技术（武汉）股份有限公司2025 年半年度报告 重要提示 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人易德伟、主管会计工作负责人王华标及会计机构负责人（会计主管人员）熊浩 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来规划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 九、 是否 ...

Core Viewpoint - The company, Jia Bi You, reported a significant increase in both revenue and net profit for the first half of 2025, driven by market demand for new standard infant formula products and a recovery in the maternal and infant consumption market due to birth subsidies [1] Financial Performance - The company achieved an operating revenue of 307 million yuan, representing a year-on-year growth of 17.6% [1] - The net profit attributable to shareholders reached 108 million yuan, marking a year-on-year increase of 59.01% [1] - Basic earnings per share were reported at 0.64 yuan [1] Market Dynamics - The demand for ARA and DHA products derived from algae is steadily increasing, influenced by the gradual replacement of old standard infant formula products with new national standards [1] - The maternal and infant consumption market is experiencing a recovery, supported by birth subsidies [1] - The concentration of leading infant formula brands in the industry is rising, contributing to significant growth in sales from core customers [1]

嘉必优公告，2025年上半年营业收入3.07亿元，同比增长17.60%。净利润1.08亿元，同比增长59.01%。 ...

Group 1 - The World Health Organization (WHO) is set to release new guidelines for GLP-1 therapies for treating adult obesity by September 2025, marking a significant policy shift in addressing the global obesity crisis [1] - The guidelines aim to clarify the clinical indications and applications of GLP-1 receptor agonists (RAs), which are expected to be the first officially recommended medications for adult obesity treatment by WHO [1] - In China, the diabetes prevalence has reached 11.9%, with a treatment rate of only 33%, indicating a substantial unmet medical need, particularly among the over 600 million overweight individuals [1] Group 2 - The GLP-1RA market in China grew from 9.62 billion yuan in 2020 to 10.74 billion yuan in 2023, with a compound annual growth rate (CAGR) of 3.7%. It is projected to reach 71.7 billion yuan by 2029, with a CAGR of 22.2% [2] - On June 26, 2024, a joint initiative by 16 departments in China to implement a "Weight Management Year" led to a significant stock price increase for Aorite, which rose by 9% and continued to rise thereafter [3] Group 3 - Currently listed companies with GLP-1 drugs include major pharmaceutical firms such as Novo Nordisk, Eli Lilly, and AstraZeneca, with various products targeting diabetes and weight management [5][6] - The GLP-1RA industry chain includes a range of companies involved in the development and commercialization of these therapies, highlighting the growing interest and investment in this sector [6]

Core Insights - Human Milk Oligosaccharides (HMOs) are the third largest solid component in breast milk, with 2'-fucosyllactose (2'-FL) being the most abundant and well-researched, promoting the development of the neonatal gut and immune system [1][2] - On July 31, the Ministry of Industry and Information Technology announced the first batch of landmark bio-manufacturing products, with 2'-FL successfully included, indicating national recognition of its bio-manufacturing capabilities [1] - The announcement included 36 landmark products across various fields, aimed at promoting original and disruptive technological breakthroughs in bio-manufacturing [1] Company Developments - Jia Bi You has been engaged in synthetic biology technology for HMO synthesis since 2012, utilizing CRISPR and other gene-editing strategies to enhance product stability and yield [2] - The company employs advanced techniques such as metabolic engineering and integrated engineering technology to accelerate the industrialization of HMOs [2] - Jia Bi You's 2'-FL production utilizes engineered E. coli strains, ensuring high biosafety and product purity while significantly improving production efficiency [2] Product Approval and Market Potential - Jia Bi You's HMOs products, including 2'-FL, have passed the agricultural bio-safety review and received approval as food nutrition enhancers from the National Health Commission [3] - The approved usage levels for 2'-FL and LNnT as food additives are 0.7-2.4g/L and 0.2-0.6g/L respectively, indicating substantial market capacity [3] - The company is advancing the engineering development of other HMOs such as 3-FL, 3'-SL, and 6'-SL, with fermentation yields reaching international and domestic advanced levels [3] Industrialization Progress - The pilot production capacity for 2'-FL has reached 200-300 tons, with plans for full production by 2025 [4] - The industrial application of HMOs is expected to drive advancements in biotechnology and related industries, enhancing the development of infant formula, adult nutrition products, and functional foods [4] - Jia Bi You aims to collaborate with internationally renowned dairy companies to expand into markets with established HMO regulatory approvals, including Europe and Australia [4] - The company's new research center and synthetic biology innovation center in Wuhan is set to open in 2025, integrating bioinformatics and artificial intelligence to foster a high-quality bio-manufacturing ecosystem [4]

天眼查商业履历信息显示，嘉必优生物技术(武汉)股份有限公司，成立于2004年，位于武汉市，是一家 以从事化学原料和化学制品制造业为主的企业。企业注册资本16830.912万人民币，实缴资本9000万人 民币。公司法定代表人为易德伟。 通过天眼查大数据分析，嘉必优生物技术(武汉)股份有限公司共对外投资了14家企业，参与招投标项目 19次，知识产权方面有商标信息284条，专利信息304条，此外企业还拥有行政许可105个。 来源：金融界 金融界消息 截至2025年8月5日收盘，嘉必优（688089）报收于27.79元，上涨0.4%，换手率2.26%，成 交量3.81万手，成交金额1.06亿元。 资金流向方面，今日主力资金净流出2288.66万元，占比成交额21.67%。其中，超大单净流出603.84万 元、占成交额5.72%，大单净流出1684.82万元、占成交额15.96%，中单净流出流出531.98万元、占成交 额5.04%，小单净流入2820.64万元、占成交额26.71%。 嘉必优最新一期业绩显示，截至2025一季报，公司营业总收入1.56亿元、同比增长33.28%，归属净利润 4499.59万元，同比增长 ...

嘉必优生物技术（武汉）股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展公告 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。 | 回购方案首次披露日 | 年 月 日 1 | 2025 | 25 | | --- | --- | --- | --- | | 回购方案实施期限 | 董事会审议通过后 个月内 12 | | | | 预计回购金额 | 万元（含）-3,000 万元（含） | 1,500 | | | 回购用途 | □减少注册资本 用于员工持股计划或股权激励 | | | | | □用于转换公司可转债 | | | | | □为维护公司价值及股东权益 | | | | 累计已回购股数 | 万股 | 0 | | | 累计已回购股数占总股本比例 | | 0% | | | 累计已回购金额 | 万元 | 0 | | | 实际回购价格区间 | 元/股~0 | 0 | 元/股 | 证券代码：688089 证券简称：嘉必优 公告编号：2025-058 回购价格上限由 25.00 元/股（含）调整为 24.80 元/股（含），调整后 ...