证券之星消息，2月4日农产品加工板块较上一交易日上涨0.19%，保龄宝领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。农产品加工板块个股涨跌见下表： 从资金流向上来看，当日农产品加工板块主力资金净流出4117.4万元，游资资金净流出1735.49万元，散 户资金净流入5852.89万元。农产品加工板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002286 | 保龄宝 | | 5667.50万 | 19.38% | -1555.75万 | -5.32% | -4111.75万 | -14.06% | | 000911 广农糖业 | | | 978.76万 | 6.13% | -44.57万 | -0.28% | -934.19万 | -5.85% | | 000505 京粮控股 | | | 946.74万 | 6.19 ...

证券日报网讯2月3日，晨光生物（300138）在互动平台回答投资者提问时表示，公司主要产品广泛应用 于食品饮料、调味品、营养保健、医药、香精香料、动保及饲料蛋白等领域。 ...

晨光生物 20260202 摘要 植提业务稳健增长，辣椒红色素和辣椒精销量显著提升，分别同比增长 27%和 65%，但产品价格下降，公司通过成本加成定价维持利润稳定。 梯队产品（如甜蜜糖苷、花椒提取物等）收入增长迅速，从 6 亿元增至 8 亿元，增速接近 30%，免税业务成功扭亏为盈，实现利润约七八千万 元。 天然色素替代合成色素趋势明显，美国市场潜在规模达 20 亿美元，公 司已开发诱惑红、日落黄和柠檬黄的替代方案，预计未来五年逐步完成 百亿空间替代。 公司调整叶黄素策略，主动控制销量以引导价格回升，预计 2026 年销 量或略有下滑，但利润率和实现利润有望提升，同时关注上游原材料成 本下行对种植积极性的影响。 天然色素成本高于合成色素，平均约为其 10 倍，但对下游企业影响有 限，客户更关注颜色一致性和稳定性，公司通过定制化和制剂型产品丰 富应用场景。 公司通过技术服务客户，注重研发投入和团队建设，提供应用解决方案， 增强客户粘性，在定制化和制剂型产品上向下游延伸产业链。 公司计划扩展罗汉果提取物加工业务，在桂林建厂，初期满产预计收入 体量约为 1 亿元，并持续优化产品结构，长期来看，未来的利润水平肯 定 ...

内容概要：近年来，中国红枣提取物市场规模总体呈现上升趋势，2024年行业市场规模达到11.97亿 元，同比上涨5.3%。这一增长主要受健康消费升级、政策支持、技术创新等因素的影响。在健康消费 升级方面，随着消费者对天然、健康产品的需求增加，红枣提取物在保健品、食品、化妆品及医药领域 的应用不断拓展。例如，红枣提取物饮料、胶囊及粉剂等产品已成为健康食品市场的新宠，其富含的环 磷酸腺苷(cAMP)、维生素C及多糖等成分，具有增强免疫力、改善心血管功能等功效，深受消费者青 睐。在政策支持方面，国家乡村振兴战略将红枣产业纳入特色农业扶持体系，通过财政补贴、税收优惠 等政策工具助力产业升级。同时，《"十四五"健康中国规划》明确提出要加快天然健康产品的研发和应 用，推动健康产业高质量发展，为红枣提取物行业提供了强有力的政策支持。在技术创新方面，氧化碳 超临界萃取等先进提取技术的应用，进一步提高了红枣提取物的纯度和质量，满足了市场对高品质产品 的需求。 相关上市企业：晨光生物（300138）、莱茵生物（002166）、好想你（002582）、冠农股份 （600251）、亚盛集团（600108）、新农开发（600359）等。 ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [3] Core Insights - The price of piglets follows a clear historical pattern, with expectations for continued price increases followed by a decline around May/June. A significant capacity reduction cycle is anticipated in 2026, primarily occurring in the second half of the year, while stock prices are expected to start rising in the first half [5][6] - The report emphasizes that piglet prices are influenced by production patterns, with December and January being peak slaughter months, leading to increased demand for piglets. Conversely, supply remains relatively stable, which can lead to price increases when demand surges [7] - The report highlights that piglet prices do not correlate with pig price expectations and cannot be used to predict pig prices. The annual variations in piglet prices are consistent, while pig prices fluctuate yearly, indicating a lack of direct relationship [7] - The report recommends focusing on the pig farming sector, predicting a significant capacity reduction cycle in 2026. It suggests that the first half of 2026 will resemble the first half of 2023, with losses in fat pigs but profits in piglets, leading to a smoother capacity reduction after the anticipated price drop in May/June [7] - Key companies to watch include Muyuan Foods, Wens Foodstuff Group, Tiankang Biological, Juxing Agriculture, and Shennong Group, as their valuations are currently at the bottom, with potential for stock price increases as the industry faces losses and clearer capacity reduction trends [7][8] Summary by Sections Historical Price Trends - Piglet prices exhibit a clear historical trend, typically bottoming out in December/January and peaking in May/June. The fluctuations are tied to seasonal production patterns and demand cycles [5][7] Production and Supply Dynamics - The report discusses the relationship between supply and demand, noting that while supply is stable, demand spikes during certain months can lead to price increases. The cyclical nature of pig farming is highlighted, with adjustments made to align production with demand [7] Investment Opportunities - The report identifies a significant capacity reduction cycle in the pig farming industry for 2026, suggesting that investors should focus on companies with strong fundamentals and current low valuations, as they are likely to benefit from the anticipated market changes [7][8]

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 ...