Group 1 - The core point of the announcement is that Qin Benjun, the controlling shareholder of Guilin Rhine Biotechnology Co., Ltd., has extended the repurchase of pledged shares to Guohai Securities Co., Ltd. [1] - The total number of shares pledged by Qin Benjun is 10,070,000, which accounts for 37.11% of his holdings and 13.58% of the company's total share capital [1][2] - As of the announcement date, Qin Benjun's pledged shares amount to 27,138,960, representing 23.43% of his total holdings, with 7,668,880 shares (36.59%) being pledged [2] Group 2 - The announcement details that 6,593,440 shares are due for repayment within the next six months, which is 24.30% of the pledged shares and 8.89% of the company's total share capital [2] - A total of 16,663,440 shares are due within the next year, representing 61.40% of the pledged shares and 22.47% of the company's total share capital [2] - The company confirms that Qin Benjun has a good credit status and sufficient funds to repay the financing, with repayment sources being self-raised funds [2]

证券代码：002166 证券简称：莱茵生物 公告编号：2025-040 桂林莱茵生物科技股份有限公司 桂林莱茵生物科技股份有限公司 关于控股股东部分股份质押延期购回的公告 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。 桂林莱茵生物科技股份有限公司（以下简称"公司"）董事会近日接到控股 股东、实际控制人秦本军先生的通知，获悉秦本军先生将其质押给国海证券股份 有限公司（以下简称"国海证券"）的股份办理了延期购回，具体事项如下： 二、股东股份累计质押情况 截至公告披露日，上述股东所持质押股份情况如下： | | | | | 合计占 | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 持股 | 累计被质 | 其所持 | 占公司 | 已质押股 | | 未质押 | 占未 | | 股东 | 持股数量 | | | | 总股本 | 份限售和 | 占已质 | 股份限 | 质押 | | 名称 | （万股） | 比例 | 押股份数 | 股份比 | ...

Core Insights - The article discusses recent developments in the nutrition and health industry, highlighting regulatory changes, new product approvals, and market trends that could impact investment opportunities [2][3][4][5][6]. Regulatory Developments - The State Administration for Market Regulation issued a guideline clarifying the definition of commercial advertising under the Advertising Law, addressing ongoing disputes in advertising enforcement [2]. - The National Health Commission approved D-alloheptulose and four other substances as new food raw materials, indicating a push for innovation in the nutrition sector [3]. - The market regulator released multiple responses to proposals regarding health food regulations, signaling a focus on traditional Chinese medicine formulations as a potential growth area [4]. Market Trends and Investment Opportunities - Yangtuo Technology Inc. submitted an IPO application to the Hong Kong Stock Exchange, aiming to raise funds for market expansion and supply chain optimization, reflecting growing investor interest in the nutrition and health sector [5]. - A report on 68 nutrition and health companies showed an average market value increase of 20% in the first half of the year, driven by rising consumer health awareness and demand for nutritional products [6]. Company Performance - New Hope Liuhe (002001) projected a net profit of 3.3 billion to 3.75 billion yuan for the first half of 2025, representing a year-on-year growth of 50% to 70% [12]. - Brother Technology (002562) expects a net profit of 60 million to 75 million yuan for the same period, marking an increase of 325% to 431% compared to the previous year [13]. New Product Launches - Guangji Pharmaceutical (000952) received a notice of administrative penalty for information disclosure violations, indicating regulatory scrutiny in the sector [14]. - TCM brand Tongrentang launched its first OTC glucosamine product, expanding its product line in the bone and joint health category [14].

Core Insights - The demand for grape seed health products is increasing due to rising living standards and health awareness among consumers [1][16] - The market size of grape seed health products in China is projected to grow from 5 billion yuan in 2019 to 9 billion yuan by 2024, with a compound annual growth rate of 12% [1][16] - Technological advancements in extraction efficiency and purity are supporting the growth of the grape seed health product market [1][16] Industry Overview - Grape seed health products are derived from grape seeds and contain beneficial components such as vitamins, minerals, amino acids, and antioxidants, offering various health benefits [3][10] - The industry can be categorized by product form (tablets, capsules, liquid), efficacy (antioxidant, anti-aging), and usage scenarios (daily health, beauty, sports nutrition) [5][10] Market Dynamics - The grape seed health product market is experiencing rapid expansion due to the growth of e-commerce and diversified marketing channels [1][16] - The increase in grape production in China, from 13.16 million tons in 2015 to 16.17 million tons in 2023, is expected to provide ample raw materials for grape seed health products [12][14] Regulatory Environment - Recent policies in China aim to promote the integration of the food industry with health and wellness sectors, enhancing the market for functional foods and health products [6][9] Competitive Landscape - Major players in the grape seed health product market include well-known domestic brands such as汤臣倍健 (Tongrentang), 康恩贝 (Kang En Bei), and 九芝堂 (Jiu Zhi Tang), as well as international brands like Nature's Way and NOW Foods [18][19] - Companies are enhancing their competitiveness through improved production technologies and brand marketing strategies [18][19] Consumer Trends - There is a notable increase in consumer demand for high-quality grape seed health products, particularly among women and young adults aged 18 to 35, who represent 83.7% of the health supplement market [24][25] - Consumers are increasingly focused on product quality, efficacy, and safety, necessitating continuous improvement in product formulations [24][25] Future Outlook - The industry is expected to benefit from technological advancements that enhance product absorption and bioavailability [25][26] - The trend of online and offline integration in sales channels is becoming crucial for market growth, providing consumers with a more convenient shopping experience [26][27] - International expansion is a growing trend, with Chinese companies leveraging their resources and technology to compete in global markets [27]

Core Insights - The mulberry leaf extract industry in China is rapidly developing due to the increasing demand for natural plant extracts and the medicinal and health benefits of mulberry leaves [1][6][22] - China is one of the richest countries in mulberry resources, with a complete industrial chain extending from mulberry cultivation to high-value extracts [1][4] - The market size for mulberry leaf extract is projected to grow from 199.17 million yuan in 2024 to 217.65 million yuan in 2025, with an industry output value expected to reach 300.65 million yuan [1][6] Industry Definition and Classification - Mulberry leaves (Folium Mori) are the dried leaves of the mulberry plant, known for their medicinal properties, including clearing lung heat and improving vision [2] - The main functional components of mulberry leaf extract include polyphenols, flavonoids, alkaloids, and polysaccharides, which are associated with antioxidant capabilities [2][4] Current Development Status - The mulberry leaf extract industry has seen a steady increase in demand due to rising health awareness and preference for natural products, leading to market expansion [4][6] - The production capacity of mulberry leaf extract in China is expected to grow from 834 tons in 2024 to 892 tons in 2025, with production increasing from 563 tons to 598.4 tons [4][6] Industry Chain - The upstream of the mulberry leaf extract industry includes mulberry cultivation and extraction production equipment, with raw material costs accounting for over 90% of the total cost [8][10] - The downstream applications of mulberry leaf extract include pharmaceuticals, cosmetics, health products, and food and beverages [8] Industry Development History - The plant extraction industry in China has a long history, with significant advancements in extraction methods since the 1990s, leading to a golden development period in the 21st century [15] Competitive Landscape - The mulberry leaf extract industry exhibits a clear technological stratification, with leading companies using proprietary technologies to dominate the high-end market [17][19] - Major companies in the industry include Hunan Xier Natural Pharmaceutical Co., Ltd., Hunan Huakang Biotechnology Co., Ltd., and Guilin Rhine Biotechnology Co., Ltd. [17][19] Industry Development Trends - The demand for mulberry leaf extract is expected to grow as consumers increasingly seek natural and healthy products, particularly in the fields of medicine, food, and health supplements [22]

桂林莱茵生物科技股份有限公司 证券代码：002166 证券简称：莱茵生物 公告编号：2025-039 桂林莱茵生物科技股份有限公司（以下简称"公司"）董事会近日接到控股 股东、实际控制人秦本军先生的通知，获悉秦本军先生将其质押给国泰海通证券 股份有限公司（以下简称"国泰海通"）的股份办理了解除质押，具体事项如下： 二、股东股份累计质押情况 截至公告披露日，上述股东所持质押股份情况如下： | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 合计占 | 占公司 | | | 未质押 | | | | | 持股 | 累计被质 | | | 已质押股 | 占已质 | 股份限 | 占未 | | 股东 | 持股数量 | | | 其所持 | 总股本 | 份限售和 | | | 质押 | | 名称 | （万股） | 比例 | 押股份数 | 股份比 | 比例 | | 押股份 | 售和冻 | | | | | （%） | 量（万股） | | | 冻结、标记 | | | 股份 ...

证券代码：002166 证券简称：莱茵生物 公告编号：2025-038 桂林莱茵生物科技股份有限公司 关于为控股子公司提供担保的进展公告 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。 一、对外担保进展情况概述 （一）本次对外担保情况 近日，桂林莱茵生物科技股份有限公司（以下简称"公司"）控股子公司成 都华高生物制品有限公司（以下简称"华高生物"）向成都银行股份有限公司蒲 江支行申请了人民币1,000万元最高额融资额度，该债务由成都金控融资担保有 限公司（以下简称"成都金控担保"）提供连带责任保证担保，担保金额为1,000 万元人民币。公司与成都金控担保签订了《最高额保证反担保合同》，就公司控 股子公司华高生物向成都银行股份有限公司蒲江支行申请最高额融资事项，向成 都金控担保提供主债权本金最高额1,000万元的连带责任保证反担保。该笔担保 完成后，公司就控股子公司华高生物向成都银行股份有限公司蒲江支行申请的贷 款提供的连带责任保证反担保总额为1,500万元。 桂林莱茵生物科技股份有限公司 （二）对外担保审议情况 公司于2025年3月26日召开第七届董事会第四次 ...

Core Viewpoint - The company has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend of 1.00 yuan per 10 shares for all shareholders, totaling approximately 72.63 million yuan [3][4]. Group 1: Profit Distribution Plan - The profit distribution plan was approved at the shareholders' meeting held on April 18, 2025, and is based on a total share capital of 741,623,525 shares, excluding 15,275,701 shares held in the company's repurchase account and 14,100 shares subject to judicial freeze [3][4]. - The cash dividend of 1.00 yuan per 10 shares (before tax) will be distributed to shareholders, with a total cash distribution amounting to 72,633,372.40 yuan [3][4]. - The reference price for ex-dividend will be adjusted based on the closing price on the record date minus the cash dividend per share [4][6]. Group 2: Shareholder Rights and Exclusions - Shareholders holding shares in the repurchase account and those with shares subject to judicial freeze will not be entitled to participate in this profit distribution [5][6]. - The record date for the distribution is set for June 6, 2025, and the ex-dividend date is June 9, 2025 [5][6]. Group 3: Taxation and Dividend Payment - The cash dividends will be directly credited to shareholders' accounts through their custodial securities companies [5]. - Different tax rates will apply to various categories of shareholders, with specific provisions for foreign investors and domestic funds [4][6].

桂林莱茵生物科技股份有限公司 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。 特别提示： 1、桂林莱茵生物科技股份有限公司（以下简称"公司"或"本公司"）于 2024 年 11 月 28 日召开 2024 年第二次临时股东会，会议审议通过了《关于回购 注销 2022 年限制性股票激励计划部分限制性股票的提案》，并于 2025 年 2 月 5 日完成了《2022 年限制性股票激励计划》中激励对象持有的已获授但尚未解除 限售的限制性股票共计 363,300 股的回购注销手续，剩余应被回购注销的 14,100 股限制性股票因激励对象个人原因被司法冻结，暂未办理完回购注销手续。该部 分尚未完成回购注销的 14,100 股股份不享有本次利润分配的权利。同时，公司 通过股份回购专用证券账户以集中竞价交易方式累计回购公司股份数量为 15,275,701 股，该部分股份不享有股东会表决权、利润分配、公积金转增股本等 相关权利。 因此，公司 2024 年度利润分配方案为：以公司现有总股本 741,623,525 股扣 除公司回购专用证券账户中的 15,275,701 股及公司限 ...

公司报告 | 公司点评 莱茵生物（002166） 证券研究报告 当植物提取遇到合成生物——公司当前进展如何？ 1、合成生物——助力植物提取物行业解决天然产物规模化生产关键技术 我国植物提取物行业发展于 2021 年进入提质期，多项技术于这一时间段取得普及和突破。技 术创新是推动行业发展的重要动力，其中，合成生物技术的发展能够有效缓解企业对植物原 料的依赖，规避异常气候、地缘政治等因素带来的风险，增强供应链的稳定性；同时，与从 植物原料中提取的方式相比，合成生物技术生产天然产物的方式更符合行业对可持续发展和 绿色生产的追求，为企业提供了转型升级和实现差异化竞争的新机遇。 2、莱茵生物：将"天然提取+生物合成"双技术路线发展上升至战略目标 自 2016 年起，公司就先后与中国科学院天津工业生物技术研究所、江南大学等科研机构合 作，在罗汉果甜苷、甜菊糖苷等天然甜味剂的生物合成领域开展研究，并取得多项阶段性成 果。此后，公司建立了桂林莱茵合成生物技术有限公司和成都赛迪科生物科技有限公司两个 研发平台，分别负责天然甜味剂和生物多糖领域的生物合成技术研究与开发。截至 2024 年 9 月，公司在合成生物学领域已获得 8 ...