证券代码：002286 证券简称：保龄宝 公告编号：2025-055 保龄宝生物股份有限公司 关于 2025 年限制性股票激励计划 限制性股票预留授予登记完成的公告 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。 重要内容提示： 根据中国证监会《上市公司股权激励管理办法》、深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，保龄宝生物股份有限公司 （以下简称"公司"）完成了 2025 年限制性股票激励计划（以下简称"本次激励计 划"）限制性股票预留授予登记工作。现将有关事项公告如下： 一、已履行的相关审批程序 1、2025 年 4 月 24 日，公司召开第六届董事会第九次会议审议通过了《关 于<保龄宝生物股份有限公司 2025 年限制性股票激励计划（草案）>及其摘要的 议案》、《关于<保龄宝生物股份有限公司 2025 年限制性股票激励计划实施考核管 理办法>的议案》以及《关于提请股东会授权董事会办理公司 2025 年限制性股票 激励计划有关事项的议案》等。北京雍行律师事务所出具了法律意见书。 预留限制性股票上市日期：2025 年 10 月 2 ...

证券日报网讯保龄宝（002286）10月15日在互动平台回答投资者提问时表示，截至2025年10月10日，公 司股东总户数为33915户。 ...

Core Insights - The agricultural processing sector saw a 0.8% increase on October 15, with Zunming Co. leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Agricultural Processing Sector Performance - Zunming Co. (003030) closed at 19.54, up 5.51% with a trading volume of 38,800 lots and a transaction value of 74.5 million yuan [1] - Guangnong Sugar Industry (000911) closed at 7.68, up 4.77% with a trading volume of 236,200 lots and a transaction value of 183 million yuan [1] - Yongshuntai (001338) closed at 11.98, up 4.63% with a trading volume of 269,200 lots and a transaction value of 324 million yuan [1] - Other notable performers include Guotou Zhonglu (600962) at 21.99 (+3.82%), Baolingbao (002286) at 9.97 (+3.10%), and Suobao Protein (603231) at 19.05 (+1.65%) [1] Capital Flow Analysis - The agricultural processing sector experienced a net inflow of 23.09 million yuan from main funds, while retail funds saw a net outflow of 23.04 million yuan [2] - Main funds showed significant inflows in Yongshuntai (6.01 million yuan) and Guangnong Sugar Industry (2.88 million yuan) [3] - Retail investors had notable outflows in Yongshuntai (-40.62 million yuan) and Guangnong Sugar Industry (-24.46 million yuan) [3]

Core Viewpoint - The company has scheduled the release of its Q3 report for 2025 on October 29, 2025, in response to investor inquiries [1] Company Information - The company, 保龄宝 (002286.SZ), confirmed the date for the disclosure of its third-quarter report on an investor interaction platform [1]

Core Viewpoint - The article discusses the emerging market for D-Allulose, a new sugar substitute approved for use in China, highlighting its potential applications and the industry's response to its commercialization [3][5][10]. Group 1: Market Potential and Demand - D-Allulose is recognized as a "new generation sugar substitute" with a sweetness level of 70% compared to sucrose and low caloric content, making it a promising alternative for the food industry [5][12]. - The global market for D-Allulose is projected to reach $14.77 million in 2024, with a compound annual growth rate (CAGR) exceeding 14% from 2025 to 2034 [6]. - The "Healthy China Action (2019-2030)" initiative aims to limit daily added sugar intake to 25 grams per person, increasing the demand for safer and higher-quality sugar substitutes [3][5]. Group 2: Production and Supply Chain - D-Allulose can be produced through two main methods: biological fermentation using E. coli and enzyme-catalyzed conversion, with the latter being more commonly adopted due to lower initial investment requirements [8][9]. - Major companies like COFCO and Baolingbao are ramping up production capabilities, with Baolingbao planning to reach an annual production capacity of approximately 30,000 tons by 2026 [9][12]. - The production process is currently limited by the availability of enzyme preparations, which are crucial for D-Allulose production [9][10]. Group 3: Industry Response and Challenges - Downstream companies, including Wahaha and Mengniu, are interested in testing D-Allulose in their products, but large-scale application is still in the research and testing phase [11][12]. - The cost of D-Allulose remains a significant barrier, with current prices ranging from 20,000 to 24,000 yuan per ton, compared to around 10,000 yuan per ton for erythritol [13][14]. - Concerns about potential overcapacity in the market exist, as seen with erythritol, which experienced a price drop due to oversupply [14][15]. Group 4: Future Outlook - The industry outlook for D-Allulose remains optimistic, with expectations that production costs will decrease as capacity increases [15]. - Key factors for market success include continuous technological innovation, cost control, and the establishment of a complete industrial ecosystem [15].

Core Insights - D-Allulose, a new natural sweetener, has been approved for commercial use in China, with significant industry interest and potential applications in food products [1][2][4] Industry Overview - The approval of D-Allulose aligns with the goal of reducing daily sugar intake to 25 grams per person by 2030 as outlined in the Healthy China Action Plan [1] - D-Allulose is recognized for its low-calorie content, being approximately one-tenth the energy of sucrose, and its potential benefits in managing obesity and type 2 diabetes [2] Market Potential - The global market for D-Allulose is projected to reach $14.77 million in 2024, with a compound annual growth rate (CAGR) exceeding 14% from 2025 to 2034 [3] Production and Technology - D-Allulose can be produced through two main methods: fermentation using E. coli and enzyme-catalyzed conversion [4] - Companies like Zhongliang Group have developed proprietary enzymes for D-Allulose production, while others rely on partnerships with research institutions for enzyme sourcing [5][11] Industry Players - Major companies such as Baolingbao, Sanyuan Biotech, and Dongxiao Biotech are expanding their D-Allulose production capabilities, with Baolingbao aiming for an annual capacity of 30,000 tons by 2026 [6][8] - Downstream companies, including Wahaha and Mengniu, are showing interest in testing D-Allulose in their products, although large-scale adoption is still in the experimental phase [7][8] Cost Considerations - The current price of D-Allulose ranges from 20,000 to 24,000 yuan per ton, significantly higher than erythritol, which is around 10,000 yuan per ton [9] - Companies are exploring ways to reduce costs through scale and customized formulations to enhance competitiveness [9][11] Challenges and Risks - The industry faces potential overcapacity risks, as seen with erythritol, which previously experienced a price crash due to oversupply [10] - The successful market penetration of D-Allulose will depend on continuous innovation, cost control, and the establishment of a comprehensive industry ecosystem [11]

Core Insights - D-Allulose, a new low-GI sweetener, has been approved for commercial use in China, with significant industry interest and potential applications in food products [1][2][4] - The global market for D-Allulose is projected to reach $14.77 million in 2024, with a compound annual growth rate (CAGR) exceeding 14% from 2025 to 2034 [3] Industry Overview - The approval of D-Allulose aligns with the "Healthy China Action (2019-2030)" initiative, which aims to limit daily added sugar intake to 25 grams per person by 2030 [1] - D-Allulose is recognized for its sugar-like taste, low caloric content (1.67 kJ/g or 0.4 kcal/g), and potential health benefits, including no impact on blood lipids or uric acid levels [2] Production and Supply Chain - D-Allulose can be produced through two main methods: fermentation using E. coli and enzyme-catalyzed conversion [4][5] - Companies like COFCO and Zhongda Hengyuan are actively developing production capabilities, with COFCO utilizing self-developed enzymes for production [5] - The production process is complex, with a need for advanced technology and significant initial investment, leading to a competitive landscape among producers [4][5] Market Dynamics - Downstream companies, including Wahaha and Mengniu, are showing interest in D-Allulose, but large-scale application is still in the testing phase [6][7] - The current cost of D-Allulose is significantly higher than other sweeteners, with prices ranging from 20,000 to 24,000 yuan per ton, compared to around 10,000 yuan per ton for erythritol [8] Future Prospects - The industry is optimistic about D-Allulose's potential, citing its broader application scenarios compared to erythritol, particularly in products sensitive to crystallization [10] - Key factors for market success include ongoing technological innovation, cost control, and the establishment of a complete industry ecosystem [10]

特别提示： 证券代码：002286 证券简称：保龄宝 公告编号：2025-054 保龄宝生物股份有限公司 关于实际控制人控制的企业增持公司股票计划进展的公告 深圳松径投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 本次松径投资增持计划符合《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》等法律法规的相关规定，不会导致公司股权分布不具备上 市条件，不会影响公司的上市地位，不会导致公司控制权发生变化。 1.增持计划实施进展情况：截至本公告披露日，深圳松径投资合伙企业（有 限合伙）（以下简称"松径投资"）延期实施增持计划实施期限已过半，延期实施 增持计划期间（2025 年 4 月 8 日至 2025 年 10 月 8 日）松径投资未增持保龄宝 生物股份有限公司（以下简称"公司"）股票。 2.风险提示：本次增持计划可能存在因资本市场情况发生变化、增持资金未 能及时到位、股价波动等因素导致增持计划延迟实施 ...

（编辑 任世碧） 证券日报网讯 9月29日晚间，保龄宝发布公告称，公司于2025年9月29日召开第六届董事会第十三次会 议审议通过了《关于向2025年限制性股票激励计划激励对象授予预留部分限制性股票的议案》，同意以 2025年9月29日为本次激励计划的预留授予日，以人民币5.12元/股的价格向符合条件的3名激励对象授 予45万股限制性股票。 ...

Group 1 - The core point of the article highlights that Baolingbao (SZ 002286) announced a board meeting on September 29, 2025, to discuss the granting of reserved restricted stock under the 2025 restricted stock incentive plan [1] - For the first half of 2025, Baolingbao's revenue composition is entirely from the food manufacturing industry, accounting for 100.0% [1] - As of the report date, Baolingbao's market capitalization stands at 3.7 billion yuan [1] Group 2 - The article also discusses the competitive landscape in the beverage industry, noting that the launch of Farmer's green bottle has led to a significant decline in market share for Yibao, dropping nearly 5 percentage points [1] - The competition between Farmer and Yibao is intensifying, with Farmer gaining a larger share of the market [1] - The article mentions that the winner in this competition appears to be Zhong Fulili, who has managed to capture more market share [1]