Group 1: Company Development - The company aims to consolidate its position as a leader in the functional ingredients industry while expanding into end consumer products, animal nutrition, and platform operations [2] - The health industry, particularly prebiotics, is expected to have broader development prospects due to national policies, industry growth, market demand, and corporate capabilities [3] Group 2: Animal Nutrition Business - The company’s new feed additive, oligosaccharide, is currently applicable for egg-laying hens and weaned piglets, significantly improving weight gain and feed efficiency while enhancing animal immunity and reducing antibiotic use [3] - The global trend towards healthy farming is driving the development of the animal health business [3] Group 3: Ingredient Market Development - In 2014, the company faced challenges due to rising raw material prices and market competition, impacting its regular starch sugar business, while functional sugar products maintained a competitive advantage [3] - The demand for functional and efficacy-based products is expanding in 2015 [3] Group 4: End Product Business Development - The development model and channels for end products will be further strengthened, with an emphasis on new marketing channels such as micro-businesses and community marketing [4] - Enhanced consumer interaction and various marketing strategies will drive the growth of the end product business [4]

证券代码：002286 证券简称：保龄宝 编号：2016—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 | □ | 特定对象调研 □分析师会议 | | 动类别 | □ 媒体采访 □业绩说明会 | | | | □ | 新闻发布会 □√路演活动 | | | □ 现场参观 | | | | □ 其他 | | | 会议名称 | 保龄宝投资者交流暨联合调研会 | | | 参与单位名称 | | 中国人寿资产管理有限公司、民生证券、招商基金管理有限公司、太平资产管理有限 | | 及人员姓名 | | 公司、华创证券、海通并购资本、宝盈基金、国泰基金管理有限公司、同犇投资、浙江 | | | | 景裕资产管理有限公司、瑞锐投资管理咨询、深圳民森投资、银河证券、爱建证券、 | | | | 神州资本、华融金 ...

证券代码：002286 证券简称：保龄宝 编号：2020-001 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 □√ 议） | 其他 （【天风农林牧渔】保龄宝中报业绩解读电话会 | | --- | --- | |----------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002286 证券简称：保龄宝 编号：2020-002 保龄宝生物股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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：2020-003 | --- | --- | --- | |-----------------------------|------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2020-004 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 ...