内容概要：辣椒油树脂作为天然植物提取产物，凭借其着色、防腐、抗氧化等特性，在食品加工、化妆 品、生物医药等领域应用广泛。食品加工领域是辣椒油树脂的核心需求来源，随着复合调味品、预制 菜、方便速食等赛道的快速崛起，餐饮连锁化和食品生产标准化趋势日益显著，市场对辣度稳定、风味 统一且便于储存运输的辣味添加剂需求激增。与此同时，辣椒油树脂的应用边界不断向非食品领域延 伸，医药行业将其用于镇痛抗炎制剂的生产，化妆品领域则借助其活性成分开发纤体护肤产品，防暴、 饲料等小众领域的需求也逐步释放，为行业增长打开了增量空间。但由于我国辣椒油树脂行业起步较 晚，行业市场规模较小，数据显示，2024年中国辣椒油树脂行业市场规模达到6.50亿元。预计未来随着 辣椒油树脂渗透率的提高，以及下游应用领域不断扩大，行业市场规模将继续保持上升趋势。 相关上市企业：晨光生物（300138）、亚盛集团（600108）、天味食品（603317）、呷哺呷哺 （00520）、海底捞（06862）、周黑鸭（01458）、ST绝味（603517）等。 相关企业：吉林省金塔实业（集团）股份有限公司、云南宏绿辣素有限公司、青岛赛特生物科技有限公 司、西安皓 ...

证券代码：300138 证券简称：晨光生物 公告编号：2026—007 晨光生物科技集团股份有限公司 关于为子公司银行借款提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 公司与昆仑银行就上述借款事宜签署了《保证合同》，担保金额：2,000 万 元人民币；保证方式为：连带责任保证；保证期间为：自主合同项下的每笔债务 借款期限届满之次日起三年；保证范围为：主债权本金、利息、复利（含期内利 息、逾期未付利息）、罚息、违约金、损害赔偿金、汇率损失（因汇率变动引起 的相关损失）以及实现债权的费用（包括但不限于诉讼费、仲裁费、律师费、保 全费、鉴定费、执行费、拍卖费等）。 一、担保情况概述 晨光生物科技集团股份有限公司（简称"公司"）于 2025 年 4 月 3 日召开 第五届董事会第十五次会议、2025 年 5 月 6 日召开 2024 年年度股东大会，审议 通过了《关于公司与子公司或子公司之间融资担保的议案》，同意公司及合并报 表范围内各级子公司在2024年年度股东大会审议通过之日起至2025年年度股东 大会召开日，向融资机构申请办理各类融资业务余 ...

Core Viewpoint - The company has received production approval for sodium chlorogenic acid as a new feed additive, indicating a significant advancement in its product offerings and market potential [2]. Group 1: Product Development - The company officially obtained production licensing for sodium chlorogenic acid as a new feed additive on December 29, 2025 [2]. - The product exhibits clear antioxidant, anti-inflammatory, and antiviral functions, suggesting a broad market outlook in the feed additive sector [2]. Group 2: Production Technology - Sodium chlorogenic acid is a byproduct of the steviol glycosides production process, utilizing the company's self-developed short-chain alcohol mixed solution extraction technology [2]. - This technology allows for resource integration while ensuring the main product's production, demonstrating good unit efficiency [2].

Core Viewpoint - The agricultural processing sector experienced a rise of 0.59% on January 20, with Morning Glory Biological leading the gains, while the Shanghai Composite Index fell by 0.01% and the Shenzhen Component Index decreased by 0.97% [1]. Group 1: Market Performance - The agricultural processing sector's stocks showed varied performance, with Morning Glory Biological closing at 14.20, up by 3.35%, and a trading volume of 246,300 shares, amounting to 347 million yuan [1]. - Other notable performers included COFCO Technology, which rose by 2.52% to close at 6.11, and Yisheng Biological, which increased by 2.06% to 34.70 [1]. - The overall trading volume for the sector was significant, with Morning Glory Biological and Golden Dragon Fish contributing 347 million yuan and 348 million yuan respectively [1]. Group 2: Fund Flow Analysis - The agricultural processing sector saw a net outflow of 39.79 million yuan from institutional investors and 23.27 million yuan from retail investors, while individual investors contributed a net inflow of 63.07 million yuan [2]. - Specific stocks like COFCO Technology experienced a significant net outflow of 31.50 million yuan from institutional investors, while Golden Dragon Fish had a net inflow of 15.73 million yuan [3]. - The fund flow dynamics indicate a mixed sentiment, with retail investors showing interest in certain stocks despite the overall outflow from larger investors [2][3].

证券代码：300138 证券简称：晨光生物 公告编号：2026—006 | 股东姓 名 | 减持方式 | 减持时间 | 减持均价 （元） | 减持股数 （股） | 减持比例 | 股份来源 | | --- | --- | --- | --- | --- | --- | --- | | 李凤飞 | 集中竞价 交易 | 2026 年 1 月 16 日 | 13.69 | 140,000 | 0.03% | 公司首次公开发行前发 行的股份上市后资本公 积金转增股本取得的股 | | | | | | | | 份，公司实施股权激励 | | | | | | | | 计划被授予的股份 | 2、股东本次减持前后持股情况 | 股东名 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | 称 | | 股数（股） | 占总股本 比例（%） | 占总股本 股数（股） 比例（%） | | | 李凤飞 | 合计持有股份 | 567,883 | 0.12% | 427,883 | 0.09% | | | 其中：无限售条件股份 | 141,971 ...

Investment Rating - The report provides an "Increase" rating for the industry, indicating a positive outlook compared to the Shanghai and Shenzhen 300 Index [46]. Core Insights - The report highlights the strengthening of pig prices, with a current price of 12.69 CNY/Kg, reflecting a week-on-week increase of 0.20 CNY/Kg. Factors contributing to this trend include a decrease in sales plans for January and the anticipated impact of a nationwide cold wave starting January 19, which may further boost prices [5][10]. - In the planting sector, corn and soybean prices have shown stability, with corn prices at 2364 CNY/ton (up 0.5% week-on-week) and soybean prices at 4072 CNY/ton (up 0.6% week-on-week). The report expresses optimism for the recovery of planting sector profitability [3][10]. - The pet industry is experiencing increased attention due to major exhibitions, with significant events scheduled in March 2026, which are expected to catalyze new product launches from leading domestic brands [4]. Summary by Sections Livestock - The report notes that pig prices are on the rise, with a current price of 12.69 CNY/Kg, up 1.60% week-on-week and 10.06% month-on-month, although down 19.33% year-on-year. The report suggests that the cold wave and increased demand during the lunar month will be key factors influencing future price movements [5][10]. - Recommended stocks in the livestock sector include Muyuan Foods, Wens Foodstuffs, and others, with a focus on companies that are expected to benefit from the recovery in pig prices [5][40]. Planting - The report indicates that corn and soybean prices are stable, with corn at 2364 CNY/ton and soybeans at 4072 CNY/ton. The planting sector is expected to see a recovery in profitability, particularly benefiting seed companies that focus on high-quality products [3][10]. Pet Industry - Major pet exhibitions are set to take place in March 2026, which are expected to enhance market interest and lead to new product launches from top brands. The report emphasizes the potential for growth in the pet sector due to these events [4][10]. Key Company Coverage - The report includes earnings forecasts and valuations for key companies in the industry, with all covered companies receiving an "Increase" rating. Notable companies include Muyuan Foods, Wens Foodstuffs, and various firms in the pet and agricultural sectors [40].

（文章来源：证券日报） 证券日报网讯 1月16日，晨光生物发布公告称，公司第五届董事会第二十一次会议审议通过《关于在桂 林设立全资子公司的议案》《关于部分募集资金投资项目延期的议案》。 ...

（文章来源：证券日报） 证券日报网讯 1月16日，晨光生物发布公告称，公司于2026年1月16日召开的第五届董事会第二十一次 会议审议通过了《关于部分募集资金投资项目延期的议案》，同意公司对公开发行可转换公司债券募集 资金投资项目（简称"募投项目"）中的"营养药用中试生产线改造项目"达到预定可使用状态的时间进行 延期。本议案不涉及募集资金用途变更，在董事会审议权限范围内，无需提交公司股东会审议。 ...

晨光生物1月16日公告，为拓展公司业务，合理完善产业布局，公司拟使用8000万元在桂林市成立全资 子公司，开展罗汉果加工提取业务。 ...

每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ （记者 曾健辉） 每经AI快讯，晨光生物1月16日晚间发布公告称，晨光生物科技集团股份有限公司于2026年1月16日召 开的第五届董事会第二十一次会议审议通过了《关于在桂林设立全资子公司的议案》，根据公司战略发 展需要，为拓展公司业务，合理完善产业布局，公司拟使用自有资金8000万元在桂林市成立全资子公 司，开展罗汉果加工提取业务。 ...