证券代码：002286 证券简称：保龄宝 编号：2021-002 保龄宝生物股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------------------|------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | 国金证券股份有限公司研究员：任宇超 | | | 人员姓名 | | 中信资本（深圳）投资管理有限公司研究员：杨大志 | | 时间 2021 | 年 6 月 16 日 | | | | 地点 保龄宝生物股份有限公司办公楼 | | | 上市公司接待人 员姓名 | 董事会秘书张国刚、证券事务代表张锋锋。 | | | | 1 、保龄宝基本情况介绍 | | | | 保龄宝成立于 | 1997 年，二十余年，公司 ...

证券代码：002286 证券简称：保龄宝 保龄宝生物股份有限公司投资者关系活动记录表 编号：2021-003 | --- | --- | --- | |-----------------------|--------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------| | 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 | | | 参与单位名称及 | | 天风证券（王聪、郭建奇）；新华资产（杨思思、李琰）； | | 人员姓名 | | 东吴基金（蔡秋实）；金百镕投资（刘新）；健顺投资（韩 骋）；中银基金（雷泽成）；国泰基金（苗琦）；中泰证券 资管（张君）；宜信喆颢资产（李媛 ...

Market Opportunity - The domestic health issues include sub-health, aging, and chronic diseases related to gut health, presenting a market opportunity for the company [1] - The gut health industry in China has a trillion-level scale, indicating significant market potential for the company [1] Product Demand - The demand for sugar substitutes is expected to grow, as the current market share of sugar-free products in China is less than 5%, compared to around 25% in developed countries [1] - The trend towards zero-sugar and reduced-sugar lifestyles is driving rapid development in the functional sugar industry [1] Company Positioning - The company is the only service provider in the market with a full range of functional sugar manufacturing capabilities, offering a complete industrial chain advantage [3] - The company has established a comprehensive product structure, providing innovative and sustainable solutions to enhance customer loyalty [5] Financial Goals - For 2022, the company aims for a revenue of 3.75 billion, a 44% year-on-year increase, and a net profit of 260 million, a 73% increase [3] - For 2023, the revenue target is set at 4.5 billion, a 20% increase, with a net profit goal of 340 million, a 30% increase [3] Future Strategies - The company plans to expand production capacity for erythritol and allulose, with projects already underway [3] - The company will focus on refining management, increasing efficiency, and exploring new markets and application solutions for differentiated competition [4] Industry Dynamics - The erythritol market has seen price fluctuations due to limited production capacity, with prices peaking at over 10,000 yuan/ton [4] - The company anticipates a return to a balanced supply-demand state as beverage sales increase in the upcoming season [4] Competitive Advantage - The company maintains a rich customer resource base and strategic partnerships, ensuring its leading position in the industry [5] - The company emphasizes innovation and application solutions as core competitive strengths, with successful collaborations with notable brands [5]

证券代码：002286 证券简称：保龄宝 保龄宝生物股份有限公司投资者关系活动记录表 编号：2021-006 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 人员姓名 | 博时基金管理有限公司：宋星琦 海通研究所：颜慧菁、张宇轩 海通国际： Jasmine Wu | 中信资本投资管理有限公司：杨大志、黄垲锐 | | 时间 2021 年 | 12 月 16 日 | 13:00-14:0 ...

证券代码：002286 证券简称：保龄宝 编号：2021-005 | --- | --- | --- | |-----------------------------|------------------------|-----------------------------------------------------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 富国基金：李元博、沈衡、徐哲琪 | | 人员姓名 | 天风证券：王聪 | | | | | | | 时间 2021 年 | 12 月 14 日 | 16:00-17:00 | | 地点 电话会议 | | | | 上市公司接待人 员姓名 | 张国刚、李发财、张锋锋 | | | | Q A | ：今年和明年赤藓糖醇的订单情况，客户增长情况 ：保龄宝的客户群体比较稳定，在饮 ...

Group 1: Industry Overview - The domestic health issues include sub-health problems, aging, and chronic diseases related to gut health, presenting market opportunities for the company [2] - The sugar-free product market in China is expected to grow significantly, with sugar-free products currently accounting for less than 5% of the market [2][3] - The functional sugar industry is experiencing rapid growth, with the market size projected to reach CNY 227.4 billion by 2025, doubling in five years [3] Group 2: Company Strengths - The company has a complete industrial chain for functional sugar manufacturing, providing a wide range of products and services [3] - The company has established a robust quality management system for functional sugars, validated by over 20 years of customer experience [3][6] - The company’s product structure includes a pyramid of high, medium, and low-end products, enhancing its competitive edge [3] Group 3: Performance and Targets - The company aims for a revenue of CNY 3.75 billion in 2022, representing a 44% year-on-year growth, and a net profit of CNY 260 million, a 73% increase [3] - For 2023, the revenue target is CNY 4.5 billion, with a 20% growth, and a net profit target of CNY 340 million, a 30% increase [3] Group 4: Future Strategies - The company plans to expand production capacity for erythritol and allulose, with projects already underway [4] - The company will focus on refining management practices to achieve innovation, cost reduction, and collaborative efficiency [4] - The company aims to explore new markets and develop differentiated application solutions to enhance revenue [4] Group 5: Product Development Focus - The company identifies isomalto-oligosaccharides as a key product with significant market potential, aiming to replace maltodextrin in beverages [5] - Resistant dextrin is expected to see rapid demand growth, with plans for technical upgrades to meet market needs [5] - Allulose is anticipated to gain approval for use in food and beverages in the EU by 2022, with domestic demand expected to rise by 2023 [5][6] Group 6: Market Dynamics - Erythritol accounted for approximately 25% of the company's revenue in 2021, with demand expected to reach 300,000 tons this year [6] - The market for erythritol is projected to grow to 500,000 tons in the next 3-5 years, driven by expanding applications [6] - The competitive landscape for erythritol includes barriers such as customer certification processes and quality management systems [6][7]

证券代码：002286 证券简称：保龄宝 保龄宝生物股份有限公司投资者关系活动记录表 编号：2022-002 | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002286 证券简称：保龄宝 保龄宝生物股份有限公司投资者关系活动记录表 编号：2022-001 | --- | --- | --- | |----------------|--------------------------------------------|-------------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | 证券时报：李师胜、黄翔； | | | 人员姓名 | 东北证券：唐凯、陈渊文； | | | | 中信证券：刘煜坤、顾训丁； | | | | 广发证券：何雄、李博； 安信证券 : 张汪强。 | | | | | | | 时间 2022 | 年 1 月 10 日、 | 2022 年 1 月 11 日、 2022 年 1 月 13 日 | | | 地点 公司办公楼、电话会议 | | | 上市公司接待人 ...

编号：2022-008 证券代码：002286 证券简称：保龄宝 保龄宝生物股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

| --- | --- | --- | --- | |------------------|--------------------------------------------|----------------------------------------------------------------------|------------------------------| | | | | | | 证券简称：保龄宝 | 证券代码： | 002286 | 公告编号： 2022-074 | | | | 保龄宝生物股份有限公司 | | | | 关于参加山东辖区上市公司 | 2022 | 年度投资者网上集 | | | | 体接待日活动的公告 | | | | | 公司董事会及全体成员保证公告内容的真实、准确和完整，不存在虚假记录、 | | | | 误导性陈述或者重大遗漏。 | | | | | | 为进一步加强与广大投资者的沟通交流，保龄宝生物股份有限公司（以下简 | | | 称 " 公司 " | ）将于 2022年11月16 日（星期三） | 14:00 | — 16:00 参加由山东证监局、 | | | | ...