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 ...

Group 1 - The core point of the article is that COFCO Technology (000930) has received approval from the National Health Commission for its application regarding D-Allulose, which establishes a prerequisite for the company to produce and sell this product domestically [1] - The approval signifies a potential opportunity for COFCO Technology to enter the market for D-Allulose, although the company has not yet commenced production or sales of the product [1]

Core Viewpoint - COFCO Technology has received approval from the National Health Commission for its administrative license application to produce D-Allulose through enzymatic methods, establishing a prerequisite for domestic production and sales of the product [1] Group 1 - The administrative license approval is a significant step for COFCO Technology in the production and sales of D-Allulose in China [1] - Currently, the company has not yet commenced production or sales of D-Allulose, which investors should be aware of [1]

Group 1: Approval and Safety Standards - The approved daily intake of allulose by the FDA is 33 grams, while the National Health Commission (NHC) of China has set it at 20 grams, reflecting stricter domestic standards [2][3] - The approval process for allulose took approximately two years for the company, involving safety evaluations by both the Ministry of Agriculture and the NHC [1][2] Group 2: Market Potential and Product Development - The future market potential for allulose is estimated to be between 150,000 to 200,000 tons over the next 3 to 5 years, particularly in beverages, baking, dairy products, and sauces [4] - The company is focusing on optimizing enzyme costs and production processes, as well as conducting extensive research on the application of allulose in various food products [2][3] Group 3: Competitive Advantages - The company holds a first-mover advantage in market access, which is crucial for future development [3] - The core competencies include a strong R&D platform for synthetic biology and a comprehensive industrial layout, particularly in the sugar raw materials sector [3] Group 4: Customer Interaction and Market Readiness - There is significant interest from downstream customers, including tea and dairy companies, indicating a readiness to purchase allulose products once approved for domestic use [2][3] - The company is prepared to offer allulose in both liquid and solid forms based on customer needs and cost assessments [4]

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].

Core Viewpoint - The company, COFCO Technology, is actively engaging in futures hedging to mitigate market risks and has established a leading position in the biofuel sector, particularly in the production of D-alloheptulose sugar through a unique enzymatic process approved by health authorities [2][3]. Group 1: Stock Performance - As of July 7, 2025, COFCO Technology's stock closed at 5.85 yuan, down 1.35%, with a turnover rate of 1.33%, a trading volume of 246,400 shares, and a transaction value of 145 million yuan [1]. Group 2: Investor Inquiries and Company Responses - The company plans to continue its futures hedging activities in 2025 to control market risks related to raw materials and product prices [2]. - Alcohol and its by-products account for approximately 45% of the company's total sales revenue, with annual sales of around 1.3 million tons, including about 1 million tons of fuel ethanol, indicating a leading market share in the industry [2]. - The company has received approval from the National Health Commission for its enzymatic production of D-alloheptulose sugar, establishing a unique compliance position and market advantage in China [2].

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].

Group 1: Zhong Grain Technology - Zhong Grain Technology has obtained domestic compliance status for the production of allulose, becoming the only company to receive approval for new food ingredients using a specific enzyme method [1] - Allulose has advantages in metabolism, taste, and processing characteristics, with broader future applications expected, particularly in beverages, baking, and dairy products [1] - The company plans to accelerate production line construction, leveraging prior technological accumulation to reduce costs, with a single production capacity planned at 10,000 tons and a construction time of approximately 10 months [1] Group 2: Huadian Technology - Huadian Technology focuses on differentiated operations, emphasizing sustainable long-term benefits and maintaining a balanced customer base while continuously investing in technological innovation [2] - Projected revenues for 2024 are approximately 10.093 billion yuan from the enterprise communications market and about 2.408 billion yuan from the automotive sector [2] - The company is accelerating customer certification and product introduction at its small-scale production base in Thailand while controlling initial costs [2] Group 3: Lansi Heavy Industry - Lansi Heavy Industry holds multiple qualification certificates in the nuclear equipment sector, covering the entire industry chain, and plans to accelerate the development of fourth-generation nuclear power equipment and spent fuel processing markets [3] - Following the acquisition of a superalloy company in 2023, the company has expanded its product range to include various alloy materials, with orders worth 918 million yuan expected in 2024 [3] - The company has established early layouts in the coal chemical industry, with production bases in Xinjiang and Lanzhou, and possesses capabilities in manufacturing various coal chemical equipment and EPC contracting [3]