Group 1 - The article discusses the recent market performance, indicating that the Shanghai Composite Index has stabilized around 3500 points, driven by policy expectations and potential government stimulus measures [1][2] - Analysts from Citigroup predict that the upcoming Politburo meeting will not revise the budget or increase government bond quotas, but will focus on implementing existing policies to support consumption and the real estate sector [1][2] - The article highlights that the real estate market has shown signs of recovery, with a potential for further gains in the coming weeks, based on historical trends of policy-driven market movements [3][5] Group 2 - The banking sector is expected to see an increase in dividend yields due to upcoming dividend distributions, which could enhance the attractiveness of bank stocks [7] - The article notes that the insurance sector is adjusting its investment strategies to favor high-dividend assets, which may impact the overall market dynamics [7] - The article mentions that the real estate index has risen by 9.69% since June 23, indicating a positive trend relative to the Shanghai Composite Index [3][5] Group 3 - The article outlines the upcoming key events in the financial calendar, including the Politburo meeting and FOMC meetings, which are expected to influence market sentiment and policy direction [2] - It emphasizes the importance of monitoring economic indicators and policy announcements as they could significantly impact market performance in the second half of the year [2][10] - The article suggests that sectors such as renewable energy, construction materials, and industrial metals are likely to benefit from current market trends and policy support [15][18]

证券代码：000930 证券简称：中粮科技 公告编号：2025-050 中粮生物科技股份有限公司2025年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本期业绩预告未经过注册会计师审计。 三、业绩变动原因说明 2025 年，公司抓住原料采购低价期，合理把握购销节奏，强化运营效率和精 益管理，积极推进系统低成本工作，经营情况稳中有进。 四、其他相关说明 本次业绩预告为公司初步估算的结果，具体财务数据将在 2025 年半年度报 告中予以详细披露，敬请广大投资者注意投资风险。 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日-2025 年 6 月 30 日 （二）业绩预告情况：扭亏为盈 √同向上升 同向下降 （1）以区间进行业绩预告的 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利：10,000 | 万元–11,800 | 万元 | 盈利：6,148 | 万元 | | | 比上年同期增长：63% - ...

中粮科技：2025年上半年净利同比预增63%-92% 智通财经7月11日电，中粮科技(000930.SZ)发布2025年半年度业绩预告，预计归属于上市公司股东的净 利润为10,000万元–11,800万元，比上年同期增长63% - 92%。报告期内，公司抓住原料采购低价期，合 理把握购销节奏，强化运营效率和精益管理，积极推进系统低成本工作，经营情况稳中有进。 ...

二、对公司的影响 证券代码：000930 证券简称：中粮科技 公告编号：2025-049 中粮生物科技股份有限公司 关于收到 D-阿洛酮糖行政许可的自愿性信息披露公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、收到 D-阿洛酮糖行政许可的基本情况 近日，中粮生物科技股份有限公司（以下简称公司）收到国家卫生健康委员 会（以下简称国家卫健委）出具的《行政许可审查结论通知书》（卫食新通字[2025] 第0010号），对于公司提交的关于D-阿洛酮糖（卫食新申字（2022）第0013号） 的行政许可申请，根据《食品安全法》《新食品原料安全性审查管理办法》，经 国家卫健委审查通过并已公告。 公司酶法生产D-阿洛酮糖获得卫健委行政许可审查通过，为公司下一步在国 内生产并销售阿洛酮糖确立了先决条件。目前公司尚未生产、销售该产品，敬请 广大投资者注意投资风险。 特此公告。 中粮生物科技股份有限公司 董事会 2025 年 7 月 11 日 ...

中粮科技（000930）公告，近日收到国家卫健委出具的《行政许可审查结论通知书》，公司提交的关于 D-阿洛酮糖的行政许可申请已审查通过并公告。该许可为公司下一步在国内生产并销售阿洛酮糖确立 了先决条件，但目前尚未生产、销售该产品。 ...

智通财经7月11日电，中粮科技(000930.SZ)公告称，公司近日收到国家卫健委出具的《行政许可审查结 论通知书》，公司酶法生产D-阿洛酮糖的行政许可申请已通过审查并已公告。该行政许可为公司在国 内生产并销售阿洛酮糖确立了先决条件，但目前公司尚未生产、销售该产品，敬请广大投资者注意投资 风险。 中粮科技：酶法生产D-阿洛酮糖获得卫健委行政许可审查通过 ...

中粮生物科技股份有限公司投资者关系活动记录表 编号：2025-003 | 投资者关系活动 | □ 特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | 其他（投资者交流会） | | 参与单位名称及 | 中信证券 罗寅、宏利基金 史佳璐、光大永明 王鹏、润晖投资 | | | 李勇、中加基金 于成琨 鄢然。 | | 人员姓名 | | | 时间 | 2025 年 7 月 10 日（周四）10:00 | | 地点 | 北京市朝阳区朝阳门南大街兆泰国际中心 A 座 22 层。 | | 上市公司接待人 | 公司董事会秘书潘喜春先生、中粮营养健康研究院生物技术中心 | | 员姓名 | 王小艳主任。 | | | Q&A | | | Q：中粮科技与其他企业在阿洛酮糖技术工艺上有多大差异？ | | | A：最大的差异在酶制剂和产酶的菌株方面。目前国家卫健委批 | | | 了四个阿洛酮糖差向异构酶，按原理这四个酶都能生产阿洛酮 | | | 糖，但不同的酶生产的阿洛酮糖的安全性是否一致无法确定。中 | | | 粮酶法生 ...

Core Viewpoint - The corn starch industry in China is a crucial pillar of the agricultural product deep processing sector, exhibiting a mature supply-demand system with a balanced state in 2024, where production is projected to reach 37.99 million tons and apparent demand at 37.97 million tons, indicating a tight balance overall [1][13]. Group 1: Industry Overview - The corn starch industry has established a stable supply-demand structure, with production and demand closely aligned, reflecting a trend of "stable total volume and optimized structure" [1][13]. - The industry is transitioning from traditional scale expansion to high-quality development, with an increasing proportion of high-value-added products, demonstrating resilience [1][13]. - The corn starch is derived from corn kernels through various processes and is categorized into three types: regular corn starch, modified starch, and specialty corn starch, widely used in food processing, pharmaceuticals, textiles, and biodegradable materials [2][4]. Group 2: Policy Support - Recent national policies have significantly supported the corn starch industry, emphasizing green manufacturing and high-end product development, with specific encouragement for bio-based products and functional food additives [4]. - Local governments are also promoting the development of the corn starch deep processing industry, aiming for a stable planting area and a substantial industry scale by 2027 [4]. Group 3: Industry Chain - The corn starch industry in China features a complete industrial chain with a "dispersed upstream, concentrated midstream, and diversified downstream" structure [6]. - The midstream processing segment is highly concentrated, with key regions like Shandong and Hebei forming industrial clusters, while downstream applications are diversifying into traditional and emerging sectors [6]. Group 4: Market Dynamics - The corn production in China is vital, with a total output exceeding 294.92 million tons in 2024, accounting for over 40% of the total grain production, supported by increased planting area and yield [9]. - The demand for corn starch is robust across various sectors, with the food industry being the largest consumer, followed by starch sugar, paper, pharmaceuticals, and chemicals [11]. Group 5: Competitive Landscape - The competitive landscape of the corn starch industry is characterized by a concentration of leading firms, with the top five companies holding approximately 45% market share, while smaller firms focus on niche markets [19]. - The industry is evolving towards a "technology-driven, chain collaboration, and scenario-focused" competitive model, with leading companies integrating their operations from corn to starch to bio-based materials [19]. Group 6: Future Trends - The corn starch industry is undergoing a transformation driven by technological innovation, with advancements in smart manufacturing and green production methods [21]. - Market demand is shifting towards high-end and diversified applications, particularly in biodegradable materials and health-oriented products, with significant growth expected in these areas [22][23]. - The industry is also seeing increased integration and globalization, with leading firms expanding their operations and establishing a presence in international markets [24].

董秘： 公司酒精及其副产品销售收入占总销售收入大约在 45%左右，酒精类产品年销量 130 万吨左 右，其中燃料乙醇约为 100 万吨，市场占有率处于行业领先地位。感谢您的关注！ 截至2025年7月7日收盘，中粮科技(000930)报收于5.85元，下跌1.35%，换手率1.33%，成交量24.64万 手，成交额1.45亿元。 董秘最新回复 投资者： 请问六月上旬末股东人数是多少？谢谢！ 董秘： 请您关注互动易公司声音。感谢您的关注！ 投资者： 请问公司在期货方面参与度是什么？ 公司是否存在价值低估？作为央企国企中粮为什么毫无 作为？ 董秘： 为有效控制市场风险，降低原料、产品、原油等市场价格波动对公司生产经营成本及主营产品 价格的影响，公司2025年继续开展相关商品期货套期保值交易，详细情况请参考《关于开展 2025 年度 期货套期保值业务的议案》（公告编号：2025-037）。感谢您的关注！ 投资者： 请问公司在生物燃料方面是否处于国内龙头地位？ 交易信息汇总：7月7日主力资金净流出1713.67万元，占总成交额11.84%；游资资金净流出305.81 万元，占总成交额2.11%；散户资金净流入2019. ...

Core Viewpoint - The corn industry is a strategic pillar for China's food security, with significant growth in planting area, yield, and total production expected in 2024, despite short-term market adjustments due to international price fluctuations and rising costs [1][8][14]. Group 1: Industry Overview - The corn processing industry in China has developed a complete industrial chain, from primary processing to modern biobased material research, becoming a key hub for agricultural production and industrial manufacturing [1][5][14]. - Corn processing can be categorized into primary processing and deep processing, producing various products for food, feed, and industrial applications [2][3][5]. Group 2: Current Development Status - In 2024, China's corn planting area is projected to reach 44.74 million hectares, a year-on-year increase of 1.18%, with a yield of 439.4 kg/mu, contributing to a total production of 294.92 million tons, a 2.1% increase from the previous year [1][8][10]. - The total corn consumption in 2024 is expected to reach 31.78 million tons, with industrial consumption growing by 3.07% to 7.94 million tons, driven by innovations in deep processing [12][14]. Group 3: Market Trends - The corn deep processing market size is expected to adjust to 190 billion yuan in 2024, down 6.4% from its peak in 2022, but the long-term growth trend remains solid [1][14]. - The corn processing industry is transitioning towards green and low-carbon practices, focusing on high-value product development such as polylactic acid and functional sugars [24][25][26]. Group 4: Competitive Landscape - The corn deep processing industry in China has a tiered competitive structure, with leading companies like COFCO Technology and Meihua Biological occupying the top tier, focusing on high-value products [20][22]. - The market for corn starch is highly concentrated, with top companies holding over 44% market share, and there is a trend towards differentiation and expansion into biobased materials and other emerging fields [22][24].