Financial Performance - The company reported a revenue of RMB 1.5 billion for the fiscal year 2024, representing a year-over-year increase of 15%[17] - The net profit attributable to shareholders was RMB 300 million, up 20% compared to the previous year[17] - The company's operating revenue for 2024 reached ¥1,956,503,516.16, representing a 25.72% increase compared to ¥1,556,225,499.78 in 2023[6] - The net profit attributable to shareholders for 2024 was ¥221,634,871.64, a slight increase of 0.65% from ¥220,209,397.81 in 2023[6] - The company’s total sales revenue for 2024 reached CNY 1.96 billion, a year-on-year increase of 25.72%[114] - The net profit attributable to shareholders for 2024 was CNY 222 million, reflecting a 0.65% increase compared to the previous year[114] - The company reported a total revenue of 1,270 million in the latest quarter, reflecting a significant increase compared to previous periods[195] - The company reported a significant increase in revenue, achieving a total of $1.5 billion for the quarter, representing a 20% year-over-year growth[200] User Growth - User data showed an increase in active users by 25%, reaching a total of 2 million users by the end of 2024[17] - User data indicates a growth of 34.5% in active users, reaching 163.5 million by the end of the reporting period[195] - User data showed an increase in active users, reaching 10 million, which is a 15% increase compared to the previous quarter[200] Market Expansion - The company plans to expand its market presence in Southeast Asia, targeting a 10% market share by 2025[17] - The company is planning market expansion into Southeast Asia, targeting a 15% market share within the next two years[196] - The company is actively developing new customer resources for international markets, leveraging existing sales channels for its pharmaceutical-grade cellulose ether[93] - The company has established joint ventures in the US and Europe, expanding its market presence in over 60 countries and regions[112] Research and Development - The company is investing RMB 200 million in R&D for new product development, focusing on biodegradable materials[17] - The company’s R&D expenses increased by 35.90% to ¥90,571,165.19, attributed to higher investment in research and development[132] - The company has multiple provincial-level R&D platforms and collaborates closely with universities to enhance product quality and R&D capabilities[96] - The company is focusing on the development of high transparency cellulose ether for various applications, which is expected to broaden its market presence[135] Sustainability Initiatives - The company aims to achieve carbon neutrality by 2030, aligning with global sustainability trends[17] - The company has invested nearly 200 million RMB in environmental protection projects, achieving a wastewater reuse rate of 50-60% and replacing approximately 60% of natural gas with biogas from organic waste[99] - The company aims for carbon peak by 2030 and carbon neutrality by 2050, integrating sustainable development into its business strategy[108] - The company is committed to sustainability initiatives, with plans to invest 50 million in green technologies over the next three years[196] Strategic Acquisitions - The company has completed the acquisition of a local competitor, which is expected to enhance its production capacity by 30%[17] - A strategic acquisition is in progress, which is projected to enhance the company's market position and contribute an estimated 100 million in annual revenue[196] - The company is considering strategic acquisitions to enhance its market position, with a budget of $300 million earmarked for potential deals[200] Financial Management - Cash flow from operating activities increased by 59.17% to ¥286,082,167.06 compared to ¥179,737,827.65 in 2023[6] - The total assets at the end of 2024 were ¥4,145,881,622.90, a 9.32% increase from ¥3,792,527,555.32 at the end of 2023[6] - The company has established internal control measures for forward foreign exchange settlement to mitigate risks associated with currency fluctuations[156] - The company has implemented measures to address customer default risks, including proactive communication and payment collection strategies[156] Customer Engagement - The company has initiated a stock incentive plan, granting 1,050 million shares to key executives, aimed at aligning their interests with shareholder value[196] - Customer satisfaction ratings improved to 85%, reflecting a 5% increase from the previous quarter[200] Operational Efficiency - The company aims to reduce operational costs by 10% through efficiency improvements in the next fiscal year[196] - The company reported a 10% reduction in operational costs due to efficiency improvements[200] Risks and Challenges - The management highlighted potential risks related to market fluctuations and regulatory changes, advising investors to remain cautious[5] - The company faces risks from market competition, macroeconomic fluctuations, raw material price volatility, and environmental regulations that could impact operational performance[171][172][173][174] - The company is exposed to international trade risks, particularly due to tariffs affecting exports to the United States, which could lead to reduced orders and revenue[175]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002810证券简称：山东赫达公告编号：2025-014 债券代码：127088 债券简称：赫达转债 山东赫达集团股份有限公司 关于回购股份事项前十名股东和前十名无限售条件股东持股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 山东赫达集团股份有限公司（以下简称"公司"）于2025年4月15日召开的的第九届董事会第二十一次会 议审议通过了《关于回购公司股份方案的议案》，具体内容详见公司于2025年4月16日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》。根据《上市公司股份回购规则》 《深圳证券交易所上市公司自律监管指引第9号一一回购股份》等相关规定，现将董事会公告回购股份 决议的前一个交易日（即2025年4月15日）登记在册的前十名股东和前十名无限售条件股东的名称、持 股数量和持股比例情况公告如下： 一、前十名股东持股情况 ■ 二、前十名无限售条件股东持股情 ■ 特此公告。 山东赫达集团股份有限公司 董事会 二〇二五年四月十 ...

山东赫达集团股份有限公司 回购股份报告书 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、山东赫达集团股份有限公司（以下简称"公司"）于 2025 年 4 月 15 日召开第九届董事会第二十一次会议，审议通过了《关于回 购公司股份方案的议案》。公司决定以自有资金通过深圳证券交易所 交易系统以集中竞价交易方式回购公司已发行的部分人民币普通股 证券代码：002810 证券简称：山东赫达 公告编号：2025-015 （A 股）股票，全部用于转换上市公司发行的可转换为股票的公司债 券。 债券代码：127088 债券简称：赫达转债 回购股份期限为董事会审议通过回购股份方案之日起 12 个月。 根据《公司章程》有关规定，本次回购股份事项无需提交股东大会审 议。 3、公司已在中国证券登记结算有限责任公司深圳分公司开立了 回购专用证券账户。 4、风险提示 （1）本次回购股份方案存在回购期内公司股票价格持续超出回 购价格上限，导致本回购方案无法实施或者只能部分实施的风险； 证券代码：002810 证券简称：山东赫达 公告编号：2025-015 债券代码：12 ...

债券代码：127088 债券简称：赫达转债 证券代码：002810 证券简称：山东赫达 公告编号：2025-014 山东赫达集团股份有限公司 关于回购股份事项前十名股东和前十名无限售条件 股东持股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 山东赫达集团股份有限公司（以下简称"公司"）于 2025 年 4 月 15 日召开的的第九届董事会第二十一次会议审议通过了《关于回购 公司股份方案的议案》，具体内容详见公司于 2025 年 4 月 16 日在巨 潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案的公 告》。根据《上市公司股份回购规则》《深圳证券交易所上市公司自律 监管指引第 9 号——回购股份》等相关规定，现将董事会公告回购股 份决议的前一个交易日（即 2025 年 4 月 15 日）登记在册的前十名股 东和前十名无限售条件股东的名称、持股数量和持股比例情况公告如 下： | 序号 | 股东名称 | 持股数量（股） | 占公司总股本比例 （%） | | --- | --- | --- | --- ...

Investment Rating - The report does not explicitly state an investment rating for the synthetic biology industry Core Insights - The synthetic biology sector is experiencing a global technological revolution, providing innovative solutions to major challenges such as health, climate change, and food security, as highlighted by the National Development and Reform Commission's "14th Five-Year Plan for Bioeconomic Development" [4] - The Huazhong Securities synthetic biology index, which includes 58 companies across various sectors, has seen a decline of 9.66% recently, underperforming compared to the Shanghai Composite Index [5][17] Industry Market Dynamics - The synthetic biology sector's stocks have performed poorly recently, with a 9.66% drop, ranking 32nd among sectors [17] - The top five gainers in the synthetic biology sector include: - Novozymes (+27%) - Shandong Heda (+10%) - Yaxiang Co. (+10%) - Pro Pharma (+3%) - Huafeng Chemical (+2%) [18] - The top five losers include: - Xinri Hengli (-18%) - Kasei Biotech (-12%) - Yabao Chemical (-9%) - Berry Genomics (-7%) - Weilan Bio (-6%) [22] Company Business Developments - Anhui Pucan has launched the world's largest CO₂-based polycarbonate production facility, with an annual capacity of 50,000 tons, expected to generate sales of 1.5 billion yuan [23] - Huafeng Chemical plans to acquire two subsidiaries to integrate its polyurethane supply chain, with projected revenues exceeding 6.4 billion yuan in 2024 [23] - Tianchen Company signed a contract for a 100,000 tons/year bioethanol project in Egypt, marking its first venture into the North African market [24] - Kosemet announced a partnership with Shanghai Xinhai Biotechnology to develop bio-synthesized retinol for skincare products [25] Industry Financing Tracking - The synthetic biology sector has seen accelerated financing, with nearly 100 companies completing new funding rounds since the beginning of 2025 [28] - Zhongsheng Suyuan Biotechnology completed a B round financing of 235 million yuan, focusing on iPSC-derived cell therapies [28] - Korean company INTAKE raised approximately 9.2 million USD in a C round financing to develop precision fermentation proteins [29] Company R&D Directions - Jinbo Biotech received approval for its recombinant type III human collagen injection product, marking a breakthrough in high-end medical aesthetics [31] - CellX's mushroom protein received FDA GRAS certification, allowing it to enter the U.S. market [31] - MycoTechnology's truffle sweet protein product received FEMA GRAS certification, showcasing advancements in natural flavoring solutions [32] - Nourish Ingredients and Cabio Biotech successfully commercialized a precision fermentation fat product, enhancing the flavor of plant-based products [34]

Investment Rating - The report does not explicitly state an investment rating for the synthetic biology industry Core Insights - The synthetic biology sector is experiencing a global revolution, integrating into economic and social development to address major challenges such as health, climate change, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for Bioeconomic Development," indicating a trillion-yuan market potential in the bioeconomy [4] Industry Market Dynamics - The synthetic biology index decreased by 9.66% to 1437.31 during the week of April 5-11, 2025, underperforming compared to the Shanghai Composite Index, which fell by 1.62%, and the ChiNext Index, which dropped by 4.21% [5][17] - The top five performing companies in the synthetic biology sector during this period were: - Novozymes (+27%) - Shandong Heda (+10%) - Yaxing Co. (+10%) - Pro Pharma (+3%) - Huafeng Chemical (+2%) [18] - The bottom five performing companies were: - Xinri Hengli (-18%) - Kasei Biotech (-12%) - Yaborn Chemical (-9%) - Berry Genomics (-7%) - Blue Biological (-6%) [22] Company Business Developments - Anhui Pucan launched the world's largest CO₂-based polycarbonate production facility, with an annual capacity of 50,000 tons, expected to generate sales of 1.5 billion yuan [23] - Huafeng Chemical plans to acquire two subsidiaries to integrate the polyurethane supply chain, with projected combined revenue exceeding 6.4 billion yuan in 2024 [23] - Tianchen Company signed a contract for a 100,000 tons/year bioethanol project in Egypt, marking its first venture into the North African market [24] Industry Financing Tracking - Synthetic biology companies are accelerating financing, with nearly 100 firms completing new rounds of funding since the beginning of 2025. Zhongsheng Suyuan Biotechnology raised 235 million yuan in its B round, focusing on iPSC-derived cell therapies [28][29] Company R&D Directions - Jinbo Biotech received approval for its recombinant type III human collagen injection product, marking a breakthrough in high-end medical aesthetics [31] - CellX's mushroom mycelium protein received FDA GRAS certification, allowing entry into the U.S. market [31] - MycoTechnology's truffle sweet protein ClearHT received FEMA GRAS certification, showcasing advancements in natural flavoring and health foods [32]

山东赫达集团股份有限公司（以下简称"公司"）已于 2025 年 4 月 11 日以电话及书面方式向公司全体董事和监事发出了关于召开第 九届董事会第二十一次会议的通知（以下简称"本次会议"或"会议"）。 本次会议于 2025 年 4 月 15 日在公司会议室召开，应出席董事 7 人， 实际出席董事 7 人，会议由董事长毕于东先生召集并主持，本次会议 以通讯结合现场会议方式召开。本次会议召集和召开程序符合《中华 人民共和国公司法》《深圳证券交易所股票上市规则》和《公司章程》 的有关规定。 二、董事会会议审议情况 经全体与会董事认真审议，作出决议如下： 审议通过《关于回购公司股份方案的议案》。 证券代码：002810 证券简称：山东赫达 公告编号：2025-012 债券代码：127088 债券简称：赫达转债 山东赫达集团股份有限公司 关于公司第九届董事会第二十一次会议决议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 公司董事会同意公司使用自有资金不低于人民币 5,000 万元（含）， 不超过人民币 10,000 万元，以集中竞价交易 ...

证券代码：002810 证券简称：山东赫达 公告编号：2025-013 债券代码：127088 债券简称：赫达转债 山东赫达集团股份有限公司 关于回购公司股份方案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、回购方案的主要内容 证券代码：002810 证券简称：山东赫达 公告编号：2025-013 债券代码：127088 债券简称：赫达转债 2、相关股东是否存在增减持计划 截至本公告披露日，公司未收到董事、监事、高级管理人员、控 股股东、实际控制人、持股 5%以上股东在未来三个月及未来六个月 内的明确股份增减持计划。若未来上述主体拟实施股份增减持计划， 公司将根据相关规定及时履行信息披露义务。 （3）回购股份的价格：不超过人民币 18.00 元/股。 （4）回购股份的数量及占公司总股本比例： 在回购股份价格不超过人民币 18.00 元/股的条件下，按回购金 额上限人民币 10,000 万元测算，预计回购股份数量不超过 555.56 万 股，约占截至 2025 年 3 月 31 日公司总股本 348,136,913.00 股（以下 ...

Group 1 - The company announced the conversion situation of its convertible bonds for the first quarter of 2025, with a conversion price set at 16.85 CNY per share [1] - The company issued 6 million convertible bonds on July 3, 2023, with a total amount of 600 million CNY and a maturity of 6 years [1] - The conversion period for the bonds is from January 8, 2024, to July 2, 2029 [1] Group 2 - The initial conversion price of the bonds was adjusted from 17.40 CNY to 17.19 CNY, effective from July 5, 2024 [2] - Following the completion of the registration of restricted stocks, the conversion price was further adjusted to 17.00 CNY, effective November 28, 2024 [3] - The conversion price was subsequently adjusted to 16.85 CNY, effective January 3, 2025 [3] Group 3 - As of March 31, 2025, the remaining convertible bonds amounted to 5,998,633 units, with a total value of 599,863,300 CNY [4][5] - The company's total share capital after the conversion was 348,136,913 shares, with a slight increase of 59 shares due to the conversion [6][7] - The distribution plan for the third quarter included a cash dividend of 1.50 CNY per 10 shares for all shareholders [3]

债券代码：127088 债券简称：赫达转债 的公告 本公司及董事会全体成员保证信息披露的内容真实、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： 证券代码：002810 证券简称：山东赫达 债券代码：127088 债券简称：赫达转债 证券代码：002810 证券简称：山东赫达 公告编号：2025-011 山东赫达集团股份有限公司 关于 2025 年第一季度可转换公司债券转股情况 转股价格：16.85 元/股 转股起始时间：2024 年 1 月 8 日至 2029 年 7 月 2 日 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公 司自律监管指引第 15 号——可转换公司债券》等有关规定，山东赫 达集团股份有限公司（以下简称"公司"）现将 2025 年第一季度可 转换公司债券转股及公司股份变动情况公告如下： 一、可转债发行上市概况 根据中国证券监督管理委员会《关于同意山东赫达集团股份有 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 〔2023〕1099 号），公司于 2023 年 7 月 3 日公开发行了 600.00 万张 可转债，每张面值 100 元，发行总额 60, ...