人民财讯8月19日电，莱茵生物（002166）8月19日在互动平台表示，国内市场方面，公司所申报的甜菊 糖苷（酶转化法）RebM2作为食品添加剂新品种，其征求意见稿公示阶段已于8月14日结束，公司积极 推动其后续的审批工作；海外市场方面，今年2月公司RebM2已通过美国FDAGRAS认证，可在美国食 品饮料市场合法销售。RebM2产品由公司研发团队独家开发，未来有望成为公司新的利润增长点。 ...

Core Insights - The announcement from the National Center for Food Safety Risk Assessment indicates that the application for Steviol Glycosides (enzyme conversion method) Reb M2 as a new food additive has successfully completed the public consultation phase, paving the way for its gradual entry into the domestic food and beverage market [1] - The global sugar reduction movement is reshaping the food industry, driven by WHO recommendations to limit free sugar intake to below 10% of total energy and China's "Healthy China Action (2019-2030)" initiative, which emphasizes sugar reduction as a key aspect of national health management [1] - The introduction of Reb M2 signifies a technological turning point in the sweetener industry, overcoming the taste limitations of traditional plant-extracted sweeteners and filling the market gap for "high sweetness and natural flavor balance" [1] Industry Analysis - Natural steviol glycosides primarily consist of Stevioside, RebA, and RebC, with Stevioside and RebA accounting for over 80% of the total, both of which exhibit significant aftertaste issues that limit their application in high-end food products [2] - Reb M2 offers a unique advantage, being 150-200 times sweeter than sucrose while having zero calories and high safety, with a sweetness release curve characterized by "front sweetness soft, middle sweetness full, and back sweetness short," effectively addressing the delayed sweetness issue of traditional plant-extracted steviol glycosides [2] - The vast market potential of Reb M2 is attributed to its broad applicability, allowing it to be blended with low-sweetness sweeteners like allulose and erythritol to optimize cost and taste, or with high-sweetness sweeteners like sucralose to mask metallic aftertaste and reduce usage [2] - Reb M2 has completed empirical research across over 20 food categories, covering core sectors such as dairy products, beverages, baking, and condiments, indicating its versatility and market readiness [2] - The launch of Reb M2 is set to reconstruct the sweetness logic in the food industry through technological innovation, facilitating the transition of the steviol glycoside industry from traditional extraction processes to green biomanufacturing, and opening new avenues for companies like Rhein Biotech in the health food and beverage market [2]

Group 1 - The stock price of Rhine Biotech experienced a rapid increase on August 13, with a rise of over 2% within 5 minutes [1] - As of 10:54 AM on August 13, the stock was priced at 8.6 yuan, with a trading volume of 5.02 billion yuan and a turnover rate of 13.25% [1] - Rhine Biotech is part of the traditional Chinese medicine sector, focusing on the research, production, and sales of plant extracts [1] Group 2 - The company's products are widely used in food, health products, and cosmetics [1] - On August 13, the net outflow of main funds for Rhine Biotech was 3.05 million yuan, accounting for 0.08% of the circulating market value [1] - Over the past five days, the net inflow of main funds was 99.95 million yuan, representing 2.62% of the circulating market value [1]

据了解，莱茵生物在合成生物学领域的布局可追溯至2016年，公司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，深耕天然甜味剂及生物多糖的生物合成技术。目前已建立桂林莱茵 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大研发平台，分别聚焦天然甜味剂和生物多糖 领域。 截至2024年9月，莱茵生物已获得8项合成生物学相关专利授权，另有10项专利申请处于受理状态。其 中，2024年6月某一创新型甜叶菊RM系列产品已获得Self-GRAS认证，具备商业化条件；与江南大学陈 坚院士团队合作研发的罗汉果甜苷V全合成技术，更使公司成为业内首家跑通该技术路径的企业，为解 决传统种植模式的局限性提供了全新方案。 据了解，此次通过FDA GRAS认证的瑞鲍迪苷M2，是甜菊糖苷类甜味剂中的稀有高价值单体。相较于 市场上流行的RebD、RebM等成分，RebM2在甜味特性、口感纯净度、稳定性及溶解性等方面均具优 势，与其他甜味剂复配时能显著提升整体效果，应用场景覆盖食品、饮料、膳食补充剂等多个领域。 值得关注的是，莱茵生物采用酶转化法生产RebM2，在效率、成本和质量上形成显著竞争力，有效解决 了传统生产工艺产 ...

Group 1 - As of August 12, 23 stocks have a 5-day trading volume ratio exceeding 5 times [1] - Rhine Biotech has a 5-day trading volume ratio of 8.64 times, indicating significant trading activity [1] - Other companies such as Jiangte Motor, Hebai Group, and Hongyu Co., Ltd. also have 5-day trading volume ratios exceeding 7 times [1]

Core Viewpoint - The industrial hemp sector experienced a significant surge on December 12, driven by news that former President Trump is considering reclassifying marijuana's danger level, which could lower its regulatory status [1] Market Performance - Fu'an Pharmaceutical rose over 15% - Rhine Biology hit the daily limit up - Morning Light Bio increased nearly 7% - Kang En Bei and Fu Ri Electronics both rose around 6% [1] U.S. Market Reaction - U.S. cannabis stocks saw strong performance on Monday: - Canopy Growth surged over 26% - Tilray Brands jumped over 40% - Cronos Group increased by more than 14%, reaching a 52-week high [1] Industrial Hemp Overview - Industrial hemp is characterized by a tetrahydrocannabinol (THC) content of less than 0.3% and does not exhibit psychoactive effects - Its seeds, flowers, leaves, stalks, and roots can be utilized in textiles, food, daily chemicals, and pharmaceuticals [1] Market Growth Forecast - According to Mordor Intelligence, the global industrial hemp market is projected to grow from $2.21 billion in 2023 to $4.97 billion by 2028 - This represents a compound annual growth rate (CAGR) of 17.56% over the next five years [1]

格隆汇8月12日｜A股市场工业大麻概念股集体上涨，其中，福安药业(300194)涨15%，莱茵生物 (002166)10CM涨停，晨光生物(300138)涨超6%，德展健康(000813)涨超4%，顺灏股份(002565)、康恩贝 (600572)涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300194 | 福安药业 | 1 | 15.02 | 63.77 乙 | 21.65 | | 002166 | 菜菌生物 | | 10.05 | 68.23亿 | 24.71 | | 300138 | 晨光生物 | alc | 6.38 | 69.32亿 | 66.51 | | 000813 | 德展健康 | 1 | 4.39 | 94.79亿 | 44.41 | | 002565 | 顺灏股份 | | 3.65 | 90.42亿 | 182.80 | | 600572 | 康恩贝 | | 3.25 | 120亿 | 5.90 | | 002303 | 美盈森 | | 1.90 | 65.85 Z ...

Group 1 - The traditional Chinese medicine sector is experiencing a strong performance, with companies like Rhine Biotech hitting the daily limit up, while others such as Zhongsheng Pharmaceutical, Kangyuan Pharmaceutical, Jingxin Pharmaceutical, Zhendong Pharmaceutical, Kang En Bei, and Hongri Pharmaceutical also showing gains [1]

证券日报网讯莱茵生物7月31日在互动平台回答投资者提问时表示，公司持续关注高管减持计划实施进 展，将在高管减持计划实施完毕或减持时间届满后依法履行信息披露义务。 （文章来源：证券日报） ...

金融界消息 截至2025年7月29日收盘，莱茵生物（002166）报收于8.3元，下跌0.95%，换手率3.11%， 成交量13.93万手，成交金额1.15亿元。 资金流向方面，今日主力资金净流出1786.01万元，占比成交额15.51%。其中，超大单净流出1297.35万 元、占成交额11.27%，大单净流出488.65万元、占成交额4.24%，中单净流出流入626.31万元、占成交 额5.44%，小单净流入1159.70万元、占成交额10.07%。 莱茵生物最新一期业绩显示，截至2025一季报，公司营业总收入4.44亿元、同比增长30.21%，归属净利 润3079.49万元，同比增长14.95%，扣非净利润3613.53万元，同比减少8.68%，流动比率1.715、速动比 率0.937、资产负债率36.75%。 天眼查商业履历信息显示，桂林莱茵生物科技股份有限公司，成立于2000年，位于桂林市，是一家以从 事医药制造业为主的企业。企业注册资本74162.3525万人民币，实缴资本6476.688万人民币。公司法定 代表人为郑辉。 通过天眼查大数据分析，桂林莱茵生物科技股份有限公司共对外投资了11家企业，参 ...