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代糖概念下跌0.82%,5股主力资金净流出超千万元
Zheng Quan Shi Bao Wang· 2025-05-12 08:40
| 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 002688 | 金河生物 | 0.00 | 6.48 | -4498.31 | | 600108 | 亚盛集团 | -2.01 | 3.36 | -2520.01 | | 002286 | 保龄宝 | -6.11 | 14.36 | -2292.62 | | 301206 | 三元生物 | -1.46 | 5.27 | -1829.27 | | 600866 | 星湖科技 | 1.09 | 2.49 | -1239.51 | | 600783 | 鲁信创投 | 1.34 | 0.66 | -737.61 | | 002078 | 太阳纸业 | 0.14 | 0.57 | -629.24 | | 600873 | 梅花生物 | 0.00 | 0.83 | -594.99 | | 300138 | 晨光生物 | -2.34 | 4.50 | -438.70 | | 605077 | 华康股份 | -1.96 | 1.41 | -305.92 | | 0 ...
莱茵生物(002166)公司事件点评报告:营收稳健增长 合成生物持续突破
Xin Lang Cai Jing· 2025-05-07 00:39
Core Viewpoint - In Q1 2025, the company reported a revenue of 444 million yuan, a 30% year-on-year increase, and a net profit of 31 million yuan, a 15% year-on-year increase, while the non-recurring net profit decreased by 9% to 36 million yuan [1] Financial Performance - The gross profit margin decreased by 4 percentage points to 22.02%, primarily due to the rebound in raw material prices of monk fruit and changes in product structure [2] - The net profit margin declined by 1 percentage point to 7.35%, influenced by a decrease in sales/management expense ratios and factors such as reduced foreign exchange gains, increased interest expenses, and lower government subsidies [2] Business Development - The company is actively seizing market opportunities, leveraging its sales network and application advantages to expand both domestic and international markets, leading to continuous revenue growth [2] - The production capacity of stevia is steadily increasing, and the demand from downstream markets is being developed, with the price of monk fruit raw materials recovering, which is expected to drive revenue growth [2] - The company’s synthetic biology product, RebM2, has obtained FDA GRAS certification, laying the groundwork for future overseas customer integration and expanding the business boundaries in the synthetic biology field [2] Profit Forecast - As a leading enterprise in the plant extraction industry, the company is expected to enhance its core competitiveness through R&D, process, and management advantages [3] - The new stevia factory is anticipated to alleviate medium to long-term capacity bottlenecks, and the company is expected to see a continuous increase in market share [3] - EPS forecasts for 2025-2027 are 0.29, 0.38, and 0.46 yuan respectively, with corresponding PE ratios of 25, 19, and 16 times at the current stock price, maintaining a "buy" investment rating [3]
证券代码:002166 证券简称:莱茵生物 公告编号:2025-035
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-05-05 13:46
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泰海通证券股份有限公司(原"国泰君安证券股份有限公司";以 下简称"国泰海通")的股份办理了解除质押,具体事项如下: 一、本次解除质押的基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 二、股东股份累计质押情况 1、秦本军先生未来半年内和一年内分别到期的质押股份累计数量、占其所持股份比例、占公司总股本 比例以及对应融资余额如下表所示: ■ 2、目前,秦本军先生不存在非经营性资金占用、违规担保等侵害上市公司利益的情形。 3、截至本公告披露日,秦本军先生有足够的风险控制能力,所累计质押股份不存在平仓风险或被强制 平仓的情形。其股份质押事项不会导致公司实际控制权发生变更,不会对公司生产经营和公司治理产生 影响,且不存在重大资产重组等业绩补偿义务。若出现平仓风险,秦本军先生将采取补充质押、提前购 回被质押股份、追加保证金等措施应对风险。 4、公司将持续关注上述股东持有的公司股份权益 ...
莱茵生物发布2025年一季度报告 多领域布局拥抱大健康市场红利
Quan Jing Wang· 2025-04-26 01:55
Core Viewpoint - 莱茵生物 reported strong financial performance in Q1 2025, with a revenue of 444 million yuan, a year-on-year increase of 30.21%, and a net profit of 30.79 million yuan, up 14.95% [1] Group 1: Business Strategy and Product Development - The company focuses on a dual technology route and dual supply chain strategy, emphasizing the optimization of overseas supply chains and the commercialization of synthetic biology technology [1] - The product strategy centers around natural sweeteners, particularly steviol glycosides, which are becoming essential in the beverage industry for sugar reduction [1] - The approval of steviol glycosides for expanded use in various food categories by the National Health Commission is expected to enhance its market penetration [1] Group 2: Market Trends and Applications - The market demand for monk fruit extract is growing at over 30% annually, with applications in beverages and traditional Chinese medicine [2] - The company is also developing other extracts, such as centella asiatica, to meet emerging consumer health trends [2] - The trend of antibiotic alternatives in animal feed is driving the demand for plant extracts due to their safety and low toxicity [2] Group 3: Competitive Advantage and Future Outlook - The completion of a specialized extraction factory for stevia is expected to enhance production capacity and optimize product structure [3] - The company has received GRAS certification for its RebM2 product, allowing entry into the U.S. market, which presents significant demand opportunities [3] - The rebranding of its subsidiary to BIOVIVO SCIENCE, LLC aims to better adapt to global trade uncertainties and enhance brand competitiveness [3] Group 4: Regulatory Environment and Risk Mitigation - Key products like steviol glycosides and monk fruit sweeteners are included in the U.S. tariff exemption list, mitigating potential impacts from tariff policies [4] - The company is upgrading its U.S. plant to strengthen its overseas supply chain and reduce the effects of changing tariff regulations [4] - The company remains committed to its "green technology, healthy future" philosophy while implementing its "big product + N" strategy to build a dual technology development framework [4]
莱茵生物(002166) - 监事会决议公告
2025-04-25 14:03
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:2025-032 桂林莱茵生物科技股份有限公司 第七届监事会第四次会议决议公告 二、监事会会议审议情况 经认真的讨论和审议,会议以记名投票方式表决,形成决议如下: 1、会议以 3 票同意、0 票反对、0 票弃权审议通过《2025 年第一季度报告》; 经审核,监事会认为董事会编制和审核公司 2025 年第一季度报告的程序符 合法律、行政法规和中国证监会的规定,报告内容真实、准确、完整地反映了公 司的实际情况,不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见同日刊登于《中国证券报》《证券时报》《上海证券报》《证券 日报》及巨潮资讯网(www.cninfo.com.cn)的《桂林莱茵生物科技股份有限公司 2025 年第一季度报告》(公告编号:2025-033)。 2、会议以 3 票同意、0 票反对、0 票弃权审议通过《关于 2025 年度新增日 常关联交易预计的议案》; 2025 年度,为进一步满足公司经营发展的需求,公司拟新增与关联方桂林 杰麦食品贸易有限公司 2025 年度日常关联交易,预计交易额度为不超过人民币 1 ...
莱茵生物(002166) - 董事会决议公告
2025-04-25 14:01
桂林莱茵生物科技股份有限公司 一、董事会会议召开情况 桂林莱茵生物科技股份有限公司(以下简称"公司")关于召开第七届董事 会第五次会议的通知于 2025 年 4 月 22 日以短信、即时通讯工具及电子邮件的方 式发出,会议于 2025 年 4 月 24 日下午 15:00 在公司四楼会议室以通讯的方式召 开。本次会议应参与表决董事 7 名,实参与表决董事 7 名,公司全体监事、高级 管理人员列席了会议。会议由董事长谢永富先生主持,会议的召开符合《中华人 民共和国公司法》和《公司章程》的有关规定,会议合法有效。 二、董事会会议审议情况 经充分的讨论和审议,会议以记名投票方式表决,形成如下决议: 1、会议以 7 票同意、0 票反对、0 票弃权审议通过《2025 年第一季度报告》; 2025 年第一季度,公司紧紧围绕主营业务"双技术路线、双供应链路、多产 品共发展"的核心经营策略,积极把握市场发展机遇,充分发挥销售网络布局和 配方应用等竞争优势,加大国内外市场的拓展,实现了销售收入的持续提升。本 报告期内,公司实现合并营业收入 44,429.23 万元,同比增长 30.21%,实现归属于 上市公司股东净利润 3,0 ...
莱茵生物(002166) - 2025 Q1 - 季度财报
2025-04-25 13:00
Financial Performance - The company's operating revenue for Q1 2025 was ¥444,292,336.62, representing a 30.21% increase compared to ¥341,215,308.03 in the same period last year[3]. - The net profit attributable to shareholders was ¥30,794,889.80, up 14.95% from ¥26,790,064.13 year-on-year[3]. - The net cash flow from operating activities surged to ¥182,936,113.99, a remarkable increase of 1,059.54% compared to ¥15,776,635.33 in Q1 2024[3]. - The company achieved a consolidated revenue of RMB 444.29 million, representing a year-on-year growth of 30.21%[15]. - The net profit attributable to shareholders was RMB 30.79 million, reflecting a year-on-year increase of 14.95%[16]. - The total operating revenue for the current period reached ¥444,292,336.62, an increase from ¥341,215,308.03 in the previous period, representing a growth of approximately 30.3%[24]. - The net profit for the current period was ¥32,670,555.04, compared to ¥27,884,546.77 in the previous period, reflecting an increase of approximately 17.5%[24]. - Total comprehensive income for the period reached CNY 32,781,800.18, an increase from CNY 29,338,961.00 in the previous period[25]. Cash Flow and Liquidity - The net cash flow from investing activities improved by 24.54%, with a net outflow of ¥53,184,747.45 compared to ¥70,477,251.46 in the previous year[12]. - The company’s cash and cash equivalents increased significantly by 158,723,372.71, driven by reduced payments for raw materials and lower project expenditures[12]. - The company's cash and cash equivalents increased significantly to ¥324,448,748.77 from ¥165,063,469.93, showing a growth of about 96.5%[22]. - Cash inflow from financing activities amounted to CNY 296,988,408.50, an increase from CNY 211,606,225.00 in the prior period[27]. - Cash outflow from investing activities was CNY 53,324,549.53, down from CNY 70,478,201.46 in the previous period[27]. - Operating cash inflows totaled CNY 604,090,293.78, a decrease from CNY 665,699,925.37 in the previous period[26]. - Total cash outflows from operating activities were CNY 421,154,179.79, down from CNY 649,923,290.04 in the prior period[27]. Assets and Liabilities - The company's total assets at the end of Q1 2025 were ¥5,040,659,836.76, reflecting a slight increase of 0.44% from ¥5,018,729,917.67 at the end of the previous year[3]. - The total liabilities increased to ¥1,852,339,156.29 from ¥1,817,808,526.60, which is an increase of approximately 1.9%[23]. - The total equity attributable to the parent company was ¥3,109,482,311.84, down from ¥3,123,958,687.68, representing a decrease of about 0.5%[23]. Operating Costs and Expenses - The company reported a significant increase in operating costs, which rose by 37.31% to ¥346,461,298.63 due to higher sales volume[10]. - The financial expenses increased by 132.43% to ¥8,041,772.43, primarily due to reduced exchange gains and increased interest expenses[10]. - The total operating costs amounted to ¥402,259,540.14, up from ¥297,588,999.84, indicating a rise of about 35.2%[24]. - The company's R&D expenses for the current period were ¥11,524,403.03, compared to ¥9,659,639.15 in the previous period, reflecting an increase of about 19.3%[24]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 52,109, with the largest shareholder holding 36.59% of the shares[13]. - As of January 24, 2025, the company completed a share repurchase of 15,275,701 shares, accounting for 2.06% of the total share capital, with a total transaction amount of RMB 104.99 million[17]. Strategic Focus and Development - The company is focusing on optimizing its overseas supply chain and advancing the commercialization of synthetic biotechnology[15]. - The subsidiary Hemprise, LLC has been renamed to BIOVIVO SCIENCE, LLC, aiming to enhance competitiveness in the global market[18]. - The company plans to upgrade its Indiana plant to become a high-standard comprehensive production base for plant extracts[18]. - The company emphasizes cost control and differentiation to ensure steady business growth in the natural health ingredients sector[16]. - The company is actively exploring new fields, technologies, and models to strengthen its market position[16]. - The company’s strategic focus for 2025 is "thinking and innovating" to navigate global economic uncertainties[15].
莱茵生物:2025年一季度净利润3079.49万元,同比增长14.95%
news flash· 2025-04-25 12:57
莱茵生物(002166)公告,2025年第一季度营收为4.44亿元,同比增长30.21%;净利润为3079.49万 元,同比增长14.95%。 ...
桂林莱茵生物科技股份有限公司2024年度股东会决议公告
Shang Hai Zheng Quan Bao· 2025-04-18 22:31
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002166 证券简称:莱茵生物 公告编号:2025-030 桂林莱茵生物科技股份有限公司2024年度股东会决议公告 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。 特别提示: 一、会议的召开情况 1、会议届次:2024年度股东会 2、会议召集人:公司第七届董事会,公司第七届董事会第四次会议决议召开本次股东会。 网络投票:通过深圳证券交易所交易系统投票的时间为2025年4月18日上午9:15一9:25,9:30一11:30以 及下午13:00一15:00;通过深圳证券交易所互联网投票系统(http://wltp.cninfo.com.cn)投票时间为2025 年4月18日上午9:15至下午15:00。 5、股权登记日:2025年4月15日(星期二)。 6、本次股东会议的召开符合《公司法》《上市公司股东会规则》《深圳证券交易所股票上市规则》及 《公司章程》等法律、法规和规范性文件的规定。 二、会议的出席情况 桂林莱茵生物科技股份有限公司(以下简称"公司")2024年度股东会以现场表决与网络投票相结合的方 ...
莱茵生物(002166) - 2024年度股东会决议公告
2025-04-18 13:52
2024年度股东会决议公告 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:2025-030 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、本次股东会无否决提案的情形; 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议的召开情况 1、会议届次:2024年度股东会 2、会议召集人:公司第七届董事会,公司第七届董事会第四次会议决议召 开本次股东会。 3、会议召开方式:现场表决与网络投票相结合,股东应选择现场投票、网 络投票中的一种方式,如果同一表决权出现重复投票表决的,以第一次投票表决 结果为准。 4、会议时间及地点: 现场会议的召开时间为2025年4月18日下午15:00,现场会议的召开地点为桂 林市临桂区人民南路19号公司四楼会议室。 网络投票:通过深圳证券交易所交易系统投票的时间为2025年4月18日上午 9:15—9:25,9:30—11:30以及下午13:00—15:00;通过深圳证券交易所互联网投票 系统(http://wltp.cninfo.com.cn)投 ...