JHSY(002597)
Search documents
【市场探“涨”】行业巨头协同提价!
Shang Hai Zheng Quan Bao· 2025-08-21 14:44
Group 1 - Recent price increases in various chemical and industrial products have raised market concerns about the drivers behind this trend, its sustainability, and the potential for performance recovery among upstream and downstream companies [1] - The price of sucralose, a high-intensity sweetener, has been adjusted to 185 RMB per 25 kg package, equivalent to 18.5 million RMB per ton, reflecting a significant increase from previous prices [2][4] - The recent price surge is attributed to a combination of cost pressures and improved policy environments, particularly the enforcement of anti-"involution" policies that have led to reduced production and more rational competition in the sucralose industry [4][7] Group 2 - The price of sucralose has experienced significant fluctuations, with a peak of over 480,000 RMB per ton in early 2022, followed by a decline that saw prices drop below 130,000 RMB per ton, leading to widespread losses among producers [4][5] - The current price increase marks a recovery from a low point, with prices rising by 85,000 RMB per ton compared to last year's minimum, indicating a shift away from the "bottom range" [5] - The market for sucralose is expected to improve due to a combination of reduced supply and increased demand, particularly in the fourth quarter as holiday seasons drive up consumption [5] Group 3 - The sucralose market is highly concentrated, with the top four companies holding over 95% market share, and leading company Jinhe Industrial accounting for more than 55% of the global market [6][7] - The ongoing rationalization of competition is expected to enhance the profitability of companies, as the industry moves away from destructive price wars that have historically hindered innovation and sustainable development [7] - The trend towards healthier, reduced-sugar products suggests a continued growth potential for sucralose, with the recent price adjustments signaling the beginning of a new development cycle in the sweetener industry [7][8]
金禾实业:公司在合成生物领域已构建了合成生物创新平台
Zheng Quan Ri Bao Zhi Sheng· 2025-08-21 12:45
Core Viewpoint - The company has established an innovative platform in synthetic biology, focusing on core technologies such as strain modification, fermentation process optimization, and product separation and purification [1] Company Developments - The company is engaged in research and development of non-grain bio-based materials, food ingredients, and terpene derivatives, leveraging its synthetic biology base [1] - High-value aroma products, such as Valencia orange oil, have completed pilot-scale process validation and are currently exploring industrial production solutions [1] - The company aims to enhance cost reduction and efficiency improvements while consolidating its technological advantages and market positioning in the synthetic biology sector [1]
金禾实业:公司将严格按照相关规定,履行定期报告信息披露义务
Zheng Quan Ri Bao· 2025-08-21 11:47
证券日报网讯金禾实业8月21日在互动平台回答投资者提问时表示,公司将严格按照《深圳证券交易所 股票上市规则》等相关规定,履行定期报告信息披露义务。 (文章来源:证券日报) ...
金禾实业:公司将严格按照相关要求,在规定的时间内披露半年度报告
Zheng Quan Ri Bao Wang· 2025-08-21 11:45
证券日报网讯金禾实业(002597)8月21日在互动平台回答投资者提问时表示,公司将严格按照相关要 求,在规定的时间内披露半年度报告,具体情况请关注公告。 ...
金禾实业:圆柚酮产品具备优异的驱蚊功能
Zheng Quan Ri Bao Zhi Sheng· 2025-08-21 11:44
Core Viewpoint - The company, Jinhe Industrial, emphasizes the superior mosquito-repelling capabilities of its product, round grapefruit ketone, highlighting its safety, environmental friendliness, and long-lasting effectiveness [1] Group 1 - The round grapefruit ketone product is characterized by its excellent mosquito-repelling function [1] - The core advantages of the product include being non-toxic, environmentally friendly, and having a durable repelling effect [1] - The company utilizes synthetic biotechnology to convert glucose into round grapefruit ketone through a fully fermented process, ensuring green manufacturing without heavy metals [1] Group 2 - The company has achieved large-scale production of high-purity round grapefruit ketone [1]
金禾实业:大宗化学品是用于生产甜味剂和工业产品的原材料
Zheng Quan Ri Bao Wang· 2025-08-21 10:13
Group 1 - The company, Jinhe Industrial, focuses on producing bulk chemicals that serve as raw materials for sweeteners and industrial products [1] - The company aims to build a circular economy and integrate its value chain to ensure stable supply of raw materials, reduce costs, and promote energy reuse [1]
金禾实业:公司始终关注市场动态及未来发展机遇
Zheng Quan Ri Bao Wang· 2025-08-21 10:11
证券日报网讯金禾实业(002597)8月21日在互动平台回答投资者提问时表示,公司始终关注市场动态 及未来发展机遇,如有涉及相关业务的项目计划且达到披露标准,公司将依据相关法律法规及监管要 求,及时履行信息披露义务。 ...
金禾实业:食品添加剂产品主要包括甜味剂和香料产品
Zheng Quan Ri Bao Wang· 2025-08-21 09:17
Group 1 - The core viewpoint of the article highlights that Jinhe Industrial (002597) is a leading player in the food additive market, particularly in sweeteners and flavoring products [1] - The company produces high-generation sweeteners such as Acesulfame and Sucralose, which are characterized by high sweetness, pure taste, and high safety [1] - Sweeteners are primarily used in beverages, snacks, canned foods, pickled foods, candied fruits, and fruit cakes [1] Group 2 - The flavoring products include Ethyl Maltol, Methylcyclopentanolone (MCP), and Musk Solution, which are safe, non-toxic, and widely used in food and daily chemical additives [1] - Ethyl Maltol and MCP are effective additives that find applications in processed food and beverages, as well as in cooking [1] - The production capacity and market share of the company's food additives, including Acesulfame, Sucralose, and Maltol, are leading globally [1]
金禾实业:双氯磺酰亚胺是一种常用的有机合成中间体
Zheng Quan Ri Bao· 2025-08-21 09:08
Group 1 - The core viewpoint of the article is that Jinhe Industrial has provided insights into the applications of dichlorosuccinimide, highlighting its significance in various industries [2] - Dichlorosuccinimide is identified as a commonly used organic synthesis intermediate [2] - The downstream application fields for dichlorosuccinimide include pesticides, pharmaceuticals, dyes, lithium batteries, and food additives [2]
金禾实业:公司年产10万吨氯化亚砜,年产6万吨氯磺酸等项目建设工作正按既定规划有序推进
Di Yi Cai Jing· 2025-08-21 01:13
Core Viewpoint - The company is progressing according to plan with the construction of projects including an annual production capacity of 100,000 tons of thionyl chloride and 60,000 tons of chlorosulfonic acid, with some facilities already completed and operating well [1] Group 1 - The construction work for the projects is advancing in an orderly manner as per the established schedule [1] - Certain production units have already been built and are functioning effectively [1] - The company is concentrating its resources to ensure the construction progress and aims to complete the projects on time and with high quality [1]