Core Viewpoint - NMN (β-Nicotinamide Mononucleotide) is gaining global attention in the health industry for its potential anti-aging, DNA repair, and metabolic regulation benefits, with significant regulatory advancements expected by 2025 [1][2]. Industry Development - The NMN industry has evolved from laboratory research to commercial applications, with major markets like the US, Japan, Canada, and Australia recognizing its legal status through various regulatory pathways [1][2]. - China is currently the largest producer of NMN raw materials, with leading companies building competitive barriers through technological innovation and industry chain layout [2][19]. Regulatory Environment - The global regulatory landscape for NMN is shifting from strict restrictions to cautious openness, with significant milestones achieved in countries like Japan, Canada, the US, and Australia [17][18]. - In China, NMN has been approved as a new cosmetic ingredient and is on the path to becoming a recognized health food, with the National Market Supervision Administration listing it for health food approval in April 2025 [17][18]. Market Demand - The aging population in China is driving the "silver economy," with projections indicating that the elderly population will grow from 320 million to 390 million between 2025 and 2030, creating a substantial market for anti-aging products [19]. - The younger generation, particularly those born in the 1990s, is increasingly aware of anti-aging needs, further boosting market demand for NMN products [19]. Technological Advancements - Innovations in synthesis, quality testing, and delivery methods are driving the NMN industry forward, with full enzyme methods significantly enhancing production efficiency and reducing costs [21][22]. - The transition from chemical synthesis to full enzyme methods is leading to higher purity and environmental sustainability in NMN production [10][12]. Application Areas - NMN is primarily used in health supplements and cosmetics, with the health supplement market accounting for nearly 90% of its applications, including anti-aging and immune support products [24][28]. - Future applications are expected to expand into pet nutrition, medical health, and agricultural technology, opening new growth avenues for the industry [24][28]. Market Size and Growth - The NMN market in China is projected to exceed 3 billion yuan by 2025, driven by increasing regulatory clarity and expanding applications in various sectors [28][32]. - The market has been growing steadily since 2020, with significant penetration into health supplements and cosmetics [28][32]. Sales Channels - NMN products are primarily sold through cross-border e-commerce and private channels, with cross-border e-commerce accounting for 60% to 70% of market share [35][34]. - Brand private channels are also showing strong performance, capturing about 30% of the market share [35]. Certification and Standards - The "blue hat" certification for health foods in China represents the highest standard for NMN products, indicating safety and compliance [37]. - Achieving this certification could significantly reshape the market landscape for NMN products in China [37]. Future Prospects - The NMN industry is poised for growth, with regulatory breakthroughs expected to enhance market opportunities, particularly in the cosmetics sector [51]. - The potential for NMN in pet nutrition, medical health, and agricultural technology is also being explored, indicating a broadening of its application scope [53][56][58].

Core Viewpoint - The company plans to change its fundraising project from the "30,000 tons of allulose and 5,000 tons of inositol construction project" to the "10,000 tons of oil project" and the "nutritional health products smart factory project" due to significant changes in supply and demand dynamics in the industry for allulose and inositol products [2][5]. Group 1: Fundraising and Project Changes - The company announced the change in fundraising projects just over four months after completing fundraising of 1.292 billion yuan, with a net amount of 1.281 billion yuan after expenses [4][3]. - Originally, 537 million yuan was planned for the sugar-alcohol project, with 453 million yuan sourced from the fundraising [4][5]. - The company has already invested 40.58 million yuan in the sugar-alcohol project for construction and equipment [4]. Group 2: Industry Dynamics - The company noted that the industry has seen a significant increase in capacity, with allulose production expected to exceed 900,000 tons by the end of 2025, compared to just 10,000 tons in 2022 [5]. - The price of inositol has been declining since Q4 2023, dropping below 40 yuan per kilogram in 2025, indicating a trend of low prices for related products in the future [5][6]. Group 3: New Project Plans - The company plans to invest 257 million yuan in the oil project, using 173 million yuan from the fundraising, which includes funds already allocated to the previous sugar-alcohol project [7]. - The oil project is expected to generate annual revenue of 407 million yuan and a net profit of 56.14 million yuan, with a post-tax internal rate of return of 20.05% [8]. - For the health products factory project, the company plans to invest 362 million yuan, with 280 million yuan coming from the previous sugar-alcohol project funds [9]. - The health products factory is projected to achieve annual revenue of 649 million yuan and a net profit of 96.74 million yuan, with a post-tax internal rate of return of 20.19% [9].

证券日报网讯1月8日，金达威（002626）发布公告称，公司将于2026年1月26日召开2026年第一次临时 股东会。 ...

证券日报网讯 1月8日，金达威发布公告称，公司第九届董事会第十次会议审议通过《关于变更部分募 集资金投资项目的议案》《关于增加募投项目实施主体并开立募集资金专户的议案》《关于召开2026年 第一次临时股东会的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 1月8日，金达威发布公告称，公司于2026年1月8日召开第九届董事会第十次会议，审议 通过《关于增加募投项目实施主体并开立募集资金专户的议案》，同意增加公司全资子公司内蒙古金达 威药业有限公司、厦门金达威维生素有限公司、厦门金达威生物科技有限公司、厦门金达威电子商务有 限公司、金达威控股有限公司作为公司募集资金投资项目"信息化系统建设项目"的实施主体，并增加上 述子公司的注册地址作为募投项目实施地点。同意相关子公司开立募集资金专户，用于募集资金的存 放、管理和使用。 （文章来源：证券日报） ...

Core Viewpoint - The company has approved a change in its fundraising investment projects, shifting focus from producing alulose and inositol to new projects related to oil and health products [1] Group 1: Fundraising and Investment Projects - The company will issue convertible bonds to raise funds for new projects, specifically the "10,000-ton oil project" and the "smart factory for nutritional health products" [1] - The implementation of these projects will be carried out by the company's wholly-owned subsidiary, Inner Mongolia Jindawei Pharmaceutical Co., Ltd. [1] - The projects will be located within the factory premises of Jindawei Pharmaceutical [1] Group 2: Board Decisions and Authorizations - The ninth board meeting has authorized the chairman or designated individuals to handle specific matters related to the fundraising, including opening a special account and signing regulatory agreements [1]

厦门金达威集团股份有限公司（以下简称"公司"）于 2026 年 1 月 8 日召开了第九 届董事会第十次会议，审议通过了《关于召开 2026 年第一次债券持有人会议的议案》， 董事会定于 2026 年 1 月 26 日召开公司 2026 年第一次债券持有人会议，审议《关于变更 部分募集资金投资项目的议案》。现将会议的有关情况通知如下： 证券代码：002626 证券简称：金达威 公告编号：2026-005 债券代码：127111 债券简称：金威转债 厦门金达威集团股份有限公司 关于召开 2026 年第一次债券持有人会议的通知 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、 根据《厦门金达威集团股份有限公司向不特定对象发行可转换公司债券募集说明 书》（以下简称"《募集说明书》"）及《厦门金达威集团股份有限公司可转换公司债 券持有人会议规则》（以下简称"《债券持有人会议规则》"）的规定，债券持有人会 议作出的决议，须经出席会议的二分之一以上有表决权的债券持有人（或债券持有人代 理人）同意方为有效。 2、 债券持有人会议决议自表决通过之日起生效，但其 ...

广发证券股份有限公司 关于厦门金达威集团股份有限公司 增加募投项目实施主体并开立募集资金专户的核查意见 广发证券股份有限公司（以下简称"广发证券"或"保荐人"）作为厦门金 达威集团股份有限公司（以下简称"金达威"或"公司"）2025年向不特定对象 发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》《深圳 证券交易所股票上市规则》《上市公司募集资金监管规则》等有关规定，对金达 威增加募投项目实施主体并开立募集资金专户事项进行了核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意厦门金达威集团股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕1567号）， 公司于2025年8月20日向不特定对象发行了12,923,948张可转换公司债券，发行价 格为每张100元，募集资金总额129,239.48万元，扣除各项发行费用后，实际募集 资金净额为128,125.87万元，上述款项已于2025年8月26日全部到账。立信会计师 事务所（特殊普通合伙）对公司本次募集资金到位情况进行了审验，并于2025 年8月26日出具了信会师报字[2025]第ZA1 ...

关于厦门金达威集团股份有限公司 变更部分募集资金投资项目的核查意见 广发证券股份有限公司（以下简称"广发证券"或"保荐人"）作为厦门金 达威集团股份有限公司（以下简称"金达威"或"公司"）2025年向不特定对象 发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》《深圳 证券交易所股票上市规则》《上市公司募集资金监管规则》等有关规定，对金达 威变更部分募集资金投资项目事项进行了核查，具体情况如下： 广发证券股份有限公司 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意厦门金达威集团股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕1567号）， 公司于2025年8月20日向不特定对象发行了12,923,948张可转换公司债券，发行价 格为每张100元，募集资金总额129,239.48万元，扣除各项发行费用后，实际募集 资金净额为128,125.87万元，上述款项已于2025年8月26日全部到账。立信会计师 事务所（特殊普通合伙）对公司本次募集资金到位情况进行了审验，并于2025 年8月26日出具了信会师报字[2025]第ZA14844号《验资报告》。公司 ...

| 证券代码：002626 | 证券简称：金达威 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：127111 | 债券简称：金威转债 | | 厦门金达威集团股份有限公司 关于增加募投项目实施主体并开立募集资金专户的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 （一） 增加募投项目实施主体的原因 为了满足募投项目的实际开展需要，提高募集资金的使用效率，加快募投项 目的实施进度，公司决定新增全资子公司金达威药业、金达威维生素、金达威生 物科技、厦门电商、金达威控股作为募投项目"信息化系统建设项目"的实施主 体，并增加上述子公司的注册地址作为募投项目实施地点。具体情况如下： | 项目名称 | 实施主体（本次新增前） | 实施主体（本次新增后） | | --- | --- | --- | | | | 公司、金达威药业、金达威维 | | 信息化系统建设项目 | 公司 | 生素、金达威生物科技、厦门 | | | | 电商、金达威控股 | 公司将根据募集资金投资项目的建设安排及实际资金需求情况，在不超过募 投项目"信息化系 ...