东方金诚国际信用评估有限公司关于 厦门金达威集团股份有限公司变更"金威转债"部分募集资金用 途的关注公告 1 东方金诚公告【2026】0021 号 东方金诚国际信用评估有限公司（以下简称"东方金诚"）受托对厦门金达威集团股份有限公 司（以下简称"金达威"或"公司"）及其发行的"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"（以下简称"金威转债"）进行了信用评级。2025 年 10 月 23 日，东方金诚对 金达威主体及"金威转债"进行了定期跟踪评级，维持金达威主体信用等级为 AA，评级展望为稳 定，维持"金威转债"信用等级为 AA，评级结果自报告出具日起生效，在受评债项的存续期内有 效。 东方金诚将持续关注上述事项后续进展情况，关注金达威的经营和财务状况的变化，并及时披 露相关事项对金达威主体信用等级、评级展望以及对"金威转债"信用等级可能产生的影响。 特此公告。 东方金诚国际信用评估有限公司 2026 年 1 月 22 日 1 特别声明： 本公告的著作权等相关知识产权均归东方金诚所有。除委托评级合同约定外，委托方、受评对象等任何使用者未经东方金诚书面授权，不 得用于发行债务融资工具等证券业务活 ...

（记者 王晓波） 每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 每经AI快讯，金达威1月19日晚间发布公告称，厦门金达威集团股份有限公司及子公司内蒙古金达威药 业有限公司，近日收到国家知识产权局颁发的1件实用新型专利证书。专利名称为"一种单糖预结晶装 置、单糖结晶装置"。 ...

| 证券代码：002626 | 证券简称：金达威 | 公告编号：2026-006 | | --- | --- | --- | | 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 关于取得实用新型专利证书的公告 证书号：第 23791422 号 授权公告日：2026 年 01 月 16 日 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。 厦门金达威集团股份有限公司（以下简称"公司"）及子公司内蒙古金达威 药业有限公司，近日收到国家知识产权局颁发的 1 件实用新型专利证书，具体情 况如下： 实用新型名称：一种单糖预结晶装置、单糖结晶装置 专利号：ZL 2024 2 3231299.X 专利申请日：2024 年 12 月 26 日 专利权人：内蒙古金达威药业有限公司 厦门金达威集团股份有限公司 专利权期限：十年 厦门金达威集团股份有限公司 董 事 会 二〇二六年一月十九日 本实用新型涉及单糖生产加工技术领域，特别涉及一种单糖预结晶装置、单 糖结晶装置，所述装置有助于提高产品的质量和一致性，满足后续生产和加工的 需求。 上述专利的取 ...

金达威公告称，公司及子公司内蒙古金达威药业有限公司近日收到国家知识产权局颁发的1件实用新型 专利证书。专利名称为"一种单糖预结晶装置、单糖结晶装置"，专利号为ZL202423231299.X，申请日 为2024年12月26日，专利权人包括内蒙古金达威药业有限公司和金达威，专利权期限为十年。该专利授 权公告日为2026年1月16日，虽不会对公司生产经营产生重大影响，但利于技术创新及增强核心竞争 力。 ...

Core Viewpoint - The article discusses the shift in investment focus for the company from producing allulose and myo-inositol to developing high-end functional oils and nutritional health products due to declining investment value and increased competition in the allulose market [4][6][10]. Industry Trends - The biomanufacturing industry is experiencing a transformation, with a focus on enhancing key technological barriers and exploring differentiated products to overcome raw material cost challenges [2]. - The demand for high-end functional oils, particularly Omega-3 and ARA, is increasing in the Chinese market, driven by new standards for infant formula and a shift towards modern biomanufacturing techniques [8]. Company Actions - The company has announced a change in its fundraising projects, reallocating funds from the allulose and myo-inositol projects to new initiatives in oil and nutritional health products [4][6]. - The new projects include a 10,000-ton oil project and a smart factory for nutritional health products, with total planned investments of 25,708.54 million and 36,173.86 million respectively [5][9]. Financial Overview - The total planned investment for the new projects is 147,883.52 million, with 128,125.87 million expected to come from fundraising [5]. - The allulose and myo-inositol project had an original planned investment of 53,655.12 million, but was deemed less viable due to market conditions [6]. Project Details - The oil project aims to meet the growing demand for high-end functional oils and enhance China's market share in the international arena [7][8]. - The smart factory project will focus on creating a transparent and automated production system to improve product quality and traceability, enhancing competitiveness in the domestic market [9][10].

Market Overview - The food processing sector increased by 0.28% on January 12, with Hai Xin Food leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] Top Performers - Hai Xin Food (002702) closed at 7.62, up by 3.25% with a trading volume of 913,900 shares and a transaction value of 682 million [1] - Other notable gainers include: - Gai Shi Food (920826) at 14.45, up by 3.14% [1] - Kang Bi Te (920429) at 15.95, up by 3.04% [1] - Xi Wang Food (000639) at 3.42, up by 2.70% [1] - Hui Fa Food (603536) at 11.74, up by 2.18% [1] Underperformers - Qian Wei Yang Chu (001215) closed at 45.60, down by 3.33% with a trading volume of 62,200 shares and a transaction value of 286 million [2] - Other notable decliners include: - Ba Bi Food (605338) at 31.39, down by 2.52% [2] - Xian Le Health (300791) at 24.39, down by 1.45% [2] Capital Flow - The food processing sector experienced a net outflow of 131 million from institutional investors, while retail investors saw a net inflow of 111 million [2] - Notable capital flows include: - Anjiu Food (603345) had a net inflow of 62.62 million from institutional investors [3] - Gai Shi Food (920826) saw a net inflow of 24.97 million from institutional investors [3] - Tang Chen Bei Jian (300146) had a net inflow of 14.78 million from institutional investors [3]

Group 1 - The core viewpoint of the news is that Jindawei's stock performance and financial metrics indicate a strong growth trajectory, with significant increases in revenue and net profit year-over-year [2] - As of January 9, Jindawei's stock price decreased by 0.10%, with a trading volume of 189 million yuan, and a net financing purchase of 704,700 yuan [1] - The financing balance of Jindawei reached 494 million yuan, accounting for 4.02% of its market capitalization, indicating a high level of financing activity compared to the past year [1] Group 2 - For the period from January to September 2025, Jindawei achieved a revenue of 2.604 billion yuan, representing a year-over-year growth of 11.16%, while the net profit attributable to shareholders increased by 63.47% to 361 million yuan [2] - The number of shareholders decreased by 10.95% to 36,300, while the average circulating shares per person increased by 12.29% to 16,817 shares [2] - Jindawei has distributed a total of 2.761 billion yuan in dividends since its A-share listing, with 488 million yuan distributed over the past three years [2]

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。 ...