证券代码：688089 证券简称：嘉必优 公告编号：2026-001 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 | 2025 年 月 | 1 | 25 | 日 | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 董事会审议通过后 12 个月内 | | | | | | 预计回购金额 | 1,500 万元（含）-3,000 | | | | 万元（含） | | 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 | 股 1,060,573 | | | | | | 累计已回购股数占总股本比例 | 0.63% | | | | | | 累计已回购金额 | 27,921,296.05 元 | | | | | | 实际回购价格区间 | 23. ...

格隆汇1月5日丨嘉必优(688089.SH)公布，截至2025年12月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购公司股份106.06万股，占公司总股本的比例为0.63%，最高成交价为28.58元/ 股，最低成交价为23.52元/股，累计成交总金额为2792.13万元（不含印花税、交易佣金等交易费用）。 ...

嘉必优公告称，公司第二期以集中竞价交易方式回购股份，预计金额1500万元（含）-3000万元 （含），用于股权激励。截至2025年末，累计回购106.06万股，占总股本0.63%，累计已回购金额 2792.13万元，实际回购价格区间为23.52元/股-28.58元/股。本次回购符合规定，公司将按规实施并披露 进展。 ...

二、募集资金投资项目情况 证券代码：688089 证券简称：嘉必优 公告编号：2025-085 嘉必优生物技术（武汉）股份有限公司关于部分募投项目结项 并将节余募集资金永久补充流动资金及注销相关募集资金专户的公告 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、募集资金基本情况 经中国证券监督管理委员会《关于同意嘉必优生物技术（武汉）股份有限公司首次公开发行股票注册的 批复》（证监许可〔2019〕2338号）同意注册，嘉必优生物技术（武汉）股份有限公司（以下简称"公 司"）公开发行人民币普通股（A股）30,000,000.00股，每股面值为人民币1.00元，发行价格为每股人民 币23.90元。截至2019年12月16日止，公司实际已发行普通股（A股）30,000,000.00股，募集资金总额为 人民币717,000,000.00元，扣除各项发行费用（不含税）人民币68,673,892.62元，实际募集资金净额为人 民币648,326,107.38元。上述资金已于2019年12月16日存入公司募集资金账户中。上述募集资金 ...

证券代码：688089 证券简称：嘉必优 公告编号：2025-085 嘉必优生物技术（武汉）股份有限公司 关于部分募投项目结项并将节余募集资金永久补充流动资 金及注销相关募集资金专户的公告 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、募集资金基本情况 经中国证券监督管理委员会《关于同意嘉必优生物技术（武汉）股份有限公 司首次公开发行股票注册的批复》（证监许可〔2019〕2338 号）同意注册，嘉必 优生物技术（武汉）股份有限公司（以下简称"公司"）公开发行人民币普通股（A 股）30,000,000.00 股，每股面值为人民币 1.00 元，发行价格为每股人民币 23.90 元。截至 2019 年 12 月 16 日止，公司实际已发行普通股（A 股）30,000,000.00 股，募集资金总额为人民币 717,000,000.00 元，扣除各项发行费用（不含税）人 民币 68,673,892.62 元，实际募集资金净额为人民币 648,326,107.38 元。上述资金 已于 2019 年 12 月 16 日存入公司 ...

时间拨回至2019年12月19日，嘉必优作为中国食品生物科技领域首家登陆科创板的企业，在资本市场的聚光灯下，开启了高质量发展的新篇章。 六年光阴，既是一段厚积薄发的沉淀期，也是一场与国家战略同频共振、与全球科技浪潮深度交融的跃迁之旅。 站在"十四五"圆满收官、"十五五"蓝图初展的当下回望，嘉必优的成长轨迹不仅是一部企业自主创新、产业突破的奋斗史，更折射出中国生物制造 从"跟跑"到"并跑"乃至局部"领跑"的时代缩影。 六年沉淀，厚积薄发。自上市以来，嘉必优以更坚定的战略定力深耕合成生物学底层技术，持续锻造核心竞争力。公司先后实现ARA（花生四烯 酸）、藻油DHA、β-胡萝卜素、燕窝酸（SA）及母乳低聚糖（HMOs）等高价值营养素的规模化、产业化突破，构建起覆盖人类营养、动物营养与 个人护理的"一主两翼"产品矩阵。 全面而深入的产品矩阵，共同支撑了公司的强劲业绩：公司营业收入从2019年的3.12亿元稳步攀升至2024年的5.55亿元，年复合增长率达12.2%；进 入2025年，增长动能进一步释放——前三季度实现营收4.28亿元，净利润达1.29亿元，同比大幅增长54.16%。 这些成就并非偶然，而是源于二十余年 ...

随着"十五五"规划建议将"生物制造"视为新的经济增长点，嘉必优已深度融入国家创新体系：入选工业 和信息化部首批生物制造中试能力建设平台，承担"微生物平行生物反应器"揭榜挂帅任务，牵头共建武 汉合成生物创新中心，更作为湖北省首家科创板企业参与地方产业政策落地。 技术创新赋能企业未来发展 作为行业领军者，嘉必优在实现业绩稳健增长的同时，也注重研发创新。上市以来，嘉必优研发投入强 度始终保持在8%以上，2024年研发投入达4790.71万元，同比增长24.12%，近三年累计投入超1.19亿 元。通过融合AI与合成生物学，公司构建起覆盖"设计-构建-测试-学习"循环的全栈式技术闭环，完成模 式菌株知识图谱搭建，实现酶理性设计自动化，打破了国外在工业菌种领域的垄断。 依托微生物发酵与合成生物学技术，公司实现了环境友好型生产，契合"双碳"战略要求。更值得关注的 是，其国家级中试平台主动向高校、科研机构开放，提供"菌种验证-工艺放大-质量控制"一站式服务， 打通从"实验室到生产线"的转化瓶颈。投入3亿元建设的武汉合成生物创新中心，形成"政产学研用 金"六位一体机制，已吸引上下游企业集聚光谷，推动区域产业集群成型。 凭借多年 ...

Core Insights - The article emphasizes the strategic importance of biomanufacturing, which is projected to create a $30 trillion market, comparable to the significance of chip manufacturing [3] - Biomanufacturing is not merely a replacement for traditional chemical processes but a transformative engine that redefines the underlying logic of industries, impacting the entire supply chain from raw materials to end products [3][4] Company Overview - Jia Bi You has been proactive in the biomanufacturing sector, establishing a robust business model that has evolved significantly since its listing on the STAR Market six years ago [4] - The company reported a revenue increase from 312 million yuan in 2019 to 555 million yuan in 2024, achieving a compound annual growth rate of 12.2% [4] Market Positioning - The implementation of new national standards for infant formula in February 2023 has created a favorable market environment for Jia Bi You, allowing it to efficiently release production capacity [10] - The expiration of DSM's core patents has enabled Jia Bi You to penetrate international markets and establish stable partnerships with major companies like Nestlé and Danone [12] Strategic Growth - Jia Bi You's revenue structure has diversified, with the human nutrition segment's share decreasing from over 95% to around 80%, while the health sector now contributes nearly 20% [13] - The company maintains a high R&D investment rate of 8%-10%, which has supported its innovation and technological advancements [15] Technological Innovation - The company has developed a comprehensive technology system based on synthetic biology, which includes bioinformatics, AI, and other interdisciplinary fields [15][16] - Jia Bi You aims to leverage AI to enhance its research and application processes, creating a specialized biological database to optimize product development and personalized nutrition solutions [18][19] International Expansion - Jia Bi You's international revenue share has increased from less than 10% to nearly 40%, with products now available in over 30 countries [24] - The company adopts a flexible internationalization strategy, focusing on technology cooperation and customized supply rather than aggressive expansion [25] ESG Commitment - Jia Bi You places significant emphasis on ESG practices, having initiated social responsibility reports since 2019 and implementing sustainable practices such as replacing coal boilers with natural gas [27][28] - The company has received recognition for its ESG efforts, highlighting its commitment to environmental, social, and governance standards [30] Future Opportunities - The upcoming "15th Five-Year Plan" presents multiple opportunities for Jia Bi You, including favorable policies for biomanufacturing and increased demand for infant nutrition products [33][34] - The company believes that its internal capabilities and technological advancements will be the primary drivers of growth, rather than external trends [35]

Core Insights - Company has focused on emerging products such as SA (Sialic Acid) and HMOs (Human Milk Oligosaccharides) while maintaining its core product line [1][2] - The company reported a revenue of 430 million yuan for the first three quarters of 2025, a year-on-year increase of 10.56%, and a net profit of 130 million yuan, up 54.18% year-on-year, indicating a significant profit growth outpacing revenue growth [1] - The company aims to expand its market presence in infant formula, animal nutrition, and personal care sectors through a strategy termed "one main and two wings" [1][2] Company Strategy - The company is enhancing its product offerings in the infant formula market by promoting algal oil DHA as a substitute for fish oil DHA and deepening cooperation on HMOs [2] - In the pet nutrition sector, the company employs a strategy of "technology research + brand marketing + supply chain management" to enhance product innovation and competitiveness [3] - In the beauty and personal care sector, the company leverages synthetic biology and innovative technologies to rapidly screen and validate new cosmetic raw materials [3] Market Position - The company is a leader in the microbial synthesis nutrient sector in China, with key products including ARA, DHA, and β-carotene, widely used in infant formula, health foods, animal nutrition, and personal care [1] - The domestic and international milk powder markets continue to provide favorable conditions for the company's stable performance [1] - The approval of HMOs as new raw materials for infant formula by the National Health Commission is expected to accelerate the application of these products in the infant nutrition sector [2]

Group 1 - The company, Jia Bi You, announced that its Q3 2025 earnings briefing is scheduled for December 15, 2025 [1]