（文章来源：每日经济新闻） 2024年1至12月份，大洋生物的营业收入构成为：化工行业占比93.55%，其他占比6.45%。 大洋生物（SZ 003017，收盘价：31.39元）发布公告称，2025年7月29日-30日，大洋生物接受方正证券 等投资者调研，公司董事会秘书徐旭平、证券法务部专员温耀婷参与接待，并回答了投资者提出的问 题。 ...

Group 1: Market Overview - The total production capacity of the potassium carbonate industry in China is 290,000 tons, with an actual production of approximately 230,000 tons in 2024. The overall market demand is growing steadily at a rate of about 5%, although the growth rate is slightly slowing down [2]. - A company in Hubei is implementing a project to co-produce potassium carbonate from potassium hydroxide, which will increase supply capacity. This may impact the sales market in the short term despite some growth in application demand [5]. Group 2: Product Substitution and Pricing - Potassium carbonate is primarily used in food, pharmaceuticals, fertilizers, pesticides, oil and gas, construction materials, electronics, glass, rubber, and steel production. There is a price difference of 700-900 RMB per ton between heavy and light potassium carbonate, which can lead to substitution in high-end applications when the price difference exceeds this range [3]. - The price trend of hydrochloric acid aminopropyl is influenced by market and cost factors, and the company believes the current price fluctuations are within a reasonable range [10]. Group 3: Company Strategy and Development - The company is open to mergers and acquisitions to utilize industry resources for steady growth, adhering to risk control principles [4]. - The company plans to continue its "one body, two wings" development strategy, focusing on potassium salts while expanding into the fluorine industry and increasing its veterinary drug offerings [14]. Group 4: Production Capacity and Market Demand - The current production capacity for hydrochloric acid aminopropyl is 600 tons per year, operating at full capacity, with an additional 800 tons under construction expected to be completed by June next year [7]. - The demand for hydrochloric acid aminopropyl has increased this year, partly due to customers seeking to diversify suppliers amid geopolitical instability affecting a competitor's production [6]. Group 5: Competitive Landscape and Market Position - The company faces competition in the hydrochloric acid aminopropyl market primarily from itself and a competitor in Israel. New entrants face high technical barriers, and their impact on the market remains limited [8]. - The company has strategic investments in semiconductor technology through its stake in Zhejiang Xinzhichun Semiconductor Company, aiming to tap into high-tech sectors encouraged by national policies [19].

天眼查商业履历信息显示，浙江大洋生物科技集团股份有限公司，成立于1976年，位于杭州市，是一家 以从事化学原料和化学制品制造业为主的企业。企业注册资本8400万人民币，实缴资本8400万人民币。 公司法定代表人为陈阳贵。 通过天眼查大数据分析，浙江大洋生物科技集团股份有限公司共对外投资了15家企业，参与招投标项目 59次，知识产权方面有商标信息15条，专利信息111条，此外企业还拥有行政许可89个。 来源：金融界 金融界消息 截至2025年7月30日收盘，大洋生物（003017）报收于32.17元，上涨6.88%，换手率 19.58%，成交量13.56万手，成交金额4.23亿元。 资金流向方面，今日主力资金净流入2582.64万元，占比成交额6.11%。其中，超大单净流入2261.76万 元、占成交额5.35%，大单净流入320.88万元、占成交额0.76%，中单净流出流入187.28万元、占成交额 0.44%，小单净流出2769.92万元、占成交额6.55%。 大洋生物最新一期业绩显示，截至2025一季报，公司营业总收入2.49亿元、同比增长27.78%，归属净利 润2934.32万元，同比增长73.44% ...

Core Viewpoint - The company has announced the continued use of idle raised funds for cash management, aiming to enhance fund utilization efficiency while ensuring that the funds required for project construction are not affected [2][4]. Group 1: Cash Management Progress - The company has redeemed a financial product purchased with idle raised funds, amounting to 17 million yuan, and has earned a return of 193,900 yuan, which has been fully deposited into the special account for raised funds [3]. - The company plans to use up to 140 million yuan of idle raised funds for cash management within 12 months from the board's approval date [2][4]. Group 2: Financial Product Details - The company has invested in a structured deposit product with a principal of 17 million yuan, with an expected annualized return of 1.25% to 2.50% [3][5]. - As of the announcement date, the company and its subsidiaries have 120 million yuan of idle raised funds in cash management that have not yet matured, which is within the authorized limit set by the board [5]. Group 3: Impact on the Company - The cash management of idle raised funds is expected to improve fund efficiency and generate investment returns for the company and its shareholders, without impacting the construction of fundraising projects [4][5].

证券代码：003017 股票简称：大洋生物 公告编号：2025-068 浙江大洋生物科技集团股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 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。 浙江大洋生物科技集团股份有限公司（以下简称"公司""本公司"或"大 洋生物"）于 2024 年 10 月 17 日召开第五届董事会第二十次会议、第五届监事会 第十四次会议，审议通过了《关于继续使用部分闲置募集资金进行现金管理的议 案》。根据《深圳证券交易所上市公司自律监管指引第 1 号—主板上市公司规范 运作》等有关规定，为充分利用公司闲置募集资金，提高资金利用率，在不影响 募投项目建设使用的前提下，公司（含子公司福建舜跃科技股份有限公司，以下 简称"福建舜跃"）使用最高额度不超过 14,000.00 万元（含本数）闲置募集资金 进行现金管理（在此额度内可滚动使用），自董事会审议通过之日起 12 个月之内 有效。具体内容详见公司在《证券时报》《证券日报》《中国证券报》和巨潮资 讯网（http://www.cninfo.com.cn）上 ...

Market Overview - The chemical raw materials sector experienced a slight decline of 0.07% on July 29, with Dalian Bio leading the losses [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Performers - ST Yatai (000691) closed at 6.21, up 4.19% with a trading volume of 251,100 shares and a turnover of 154 million yuan [1] - Zhenhua Co. (603067) closed at 14.38, up 3.16% with a trading volume of 226,400 shares and a turnover of 319 million yuan [1] - Boyuan Chemical (000683) closed at 6.07, up 2.36% with a trading volume of 1,405,900 shares and a turnover of 828 million yuan [1] Underperformers - Dalian Bio (003017) closed at 30.10, down 4.51% with a trading volume of 130,100 shares and a turnover of 391 million yuan [2] - Zhongyida (600610) closed at 12.91, down 3.22% with a trading volume of 562,000 shares and a turnover of 723 million yuan [2] - Yaxing Chemical (618009) closed at 7.06, down 2.22% with a trading volume of 145,500 shares and a turnover of 10.2 million yuan [2] Capital Flow - The chemical raw materials sector saw a net outflow of 634 million yuan from institutional investors, while retail investors contributed a net inflow of 549 million yuan [2] - The top stock in terms of net inflow from institutional investors was Sanyou Chemical (600409) with a net inflow of 34.57 million yuan [3] - Dalian Bio (003017) had a net inflow of 31.83 million yuan from institutional investors, despite overall losses [3]

证券代码：003017 股票简称：大洋生物 公告编号：2025-067 浙江大洋生物科技集团股份有限公司 关于 2025 年股权激励计划授予登记完成的公告 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。 （三）2025 年 6 月 7 日，公司将本次激励计划激励对象姓名和职务进行公 示，公示期自 2025 年 6 月 7 日起至 2025 年 6 月 16 日止。截至公示期满，公司 董事会秘书及薪酬与考核委员会未收到任何个人或组织对激励对象提出的异议。 具体内容详见公司在信息披露媒体披露的《董事会薪酬与考核委员会对 2025 年 股权激励计划激励对象名单的审核意见及公示情况说明》 （公告编号：2025-056）。 （四）2025 年 6 月 26 日，公司 2025 年第一次临时股东大会审议通过《关 于公司 2025 年股权激励计划（草案）及其摘要的议案》《关于公司<2025 年股 权激励计划实施考核管理办法>的议案》《关于提请股东大会授权董事会办理股 权激励相关事宜的议案》，并于 2025 年 6 月 27 日在信息披露媒体披露《2025 年股权激励计划内幕 ...

证券代码：003017 股票简称：大洋生物 公告编号：2025-067 浙江大洋生物科技集团股份有限公司 关于 2025 年股权激励计划授予登记完成的公告 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： 1、本次激励计划授予的股票数量为 994,070 股，占公司股本总额的 1.18%， 限制性股票授予价格为 12.34 元/股，股票来源为公司从二级市场回购的公司 A 股普通股，涉及激励对象合计 7 人。 2、本次股权激励限制性股票授予日为 2025 年 7 月 2 日，登记完成日为 2025 年 7 月 23 日。 根据《上市公司股权激励管理办法》、深圳证券交易所及中国证券登记结算 有限责任公司深圳分公司有关规则的规定，浙江大洋生物科技集团股份有限公司 （以下简称"公司"）已完成《2025 年股权激励计划》（以下简称《激励计划》） 授予限制性股票登记工作。现将有关事项公告如下： 一、本期激励计划已履行的相关审批程序及披露情况 （一）2025 年 5 月 30 日，公司召开第六届董事会薪酬与考核委员会第二次 会议，审议通过《关于公司 2025 年股 ...

[Zhejiang Dayang Bio-Tech Group Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Zhejiang%20Dayang%20Bio-Tech%20Group%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a year-on-year increase in its 2025 first-half performance, with net profit attributable to shareholders projected between **RMB 45 million** and **RMB 55 million**, representing a **43.15% to 74.96%** growth, and non-recurring net profit between **RMB 42 million** and **RMB 52 million**, growing **44.38% to 78.75%** Key Indicators of 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: RMB 45 million - RMB 55 million | Profit: RMB 31.4363 million | | Year-on-Year Change | Increase 43.15% - 74.96% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: RMB 42 million - RMB 52 million | Profit: RMB 29.0902 million | | Year-on-Year Change | Increase 44.38% - 78.75% | - | | **Basic Earnings Per Share** | Profit: RMB 0.55/share - RMB 0.68/share | RMB 0.39/share | [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The significant performance growth in the current period is primarily driven by core products, with increased production and sales volumes of potassium carbonate and veterinary APIs, coupled with favorable market supply-demand dynamics leading to higher product prices and improved gross margins - Performance growth is primarily attributed to increased production and sales volumes of the company's main products, **potassium carbonate** and **veterinary APIs**, along with price increases driven by changes in market supply and demand, ultimately leading to an improved **gross margin**[4](index=4&type=chunk) [Other Important Information](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm%20and%20IV.%20Other%20Relevant%20Information) The financial data in this performance forecast represents preliminary estimates by the company's finance department and has not been audited by an accounting firm, with investors advised to refer to the final 2025 semi-annual report for specific figures and exercise caution regarding investment risks - The financial data in this performance forecast has not been pre-audited by **Zhonghui Certified Public Accountants (Special General Partnership)**[3](index=3&type=chunk) - This performance forecast is a preliminary estimate by the company's finance department, and the final data will be subject to the **2025 semi-annual report** to be disclosed by the company, urging investors to make prudent decisions[5](index=5&type=chunk)

Core Viewpoint - The legal opinion letter from Allbright Law Offices confirms that Zhejiang Dayang Biotechnology Group Co., Ltd. has fulfilled the necessary procedures and obtained the required approvals for its 2025 equity incentive plan, ensuring compliance with relevant laws and regulations [4][6][8]. Group 1: Approval and Authorization of the Incentive Plan - The company held its sixth board meeting on June 6, 2025, where it approved the draft of the 2025 equity incentive plan and related proposals, with related directors abstaining from voting [4]. - The sixth supervisory board meeting on the same day also approved the draft of the incentive plan and the list of proposed incentive recipients [5]. - The company publicly announced the list of incentive recipients from June 7 to June 16, 2025, with no objections raised by employees during the public notice period [5]. Group 2: Granting Date of the Incentive Plan - The granting date for the equity incentive plan was set for July 2, 2025, following the approval from the first extraordinary general meeting of shareholders on June 26, 2025 [6][7]. - The board confirmed that the granting date was within 60 trading days after the shareholders' meeting and complied with relevant regulations [7]. Group 3: Conditions for Granting the Incentive Plan - The granting conditions outlined in the incentive plan include that the company has not encountered any adverse audit opinions or significant financial issues [8]. - The proposed incentive recipients must not have faced any disqualifying circumstances, ensuring that all conditions for granting the incentive have been met [8]. Group 4: Conclusion of the Legal Opinion - The legal opinion concludes that the incentive plan's approval and authorization processes are legitimate and comply with the relevant laws and regulations, confirming the plan's validity [8].