（文章来源：证券日报） 证券日报网讯 9月8日晚间，晨光生物发布公告称，为了规范募集资金管理和使用，保护投资者的权 益，根据相关规定，公司及子公司晨光生物科技集团焉耆有限公司与保荐机构中原证券股份有限公司、 中国农业银行股份有限公司焉耆回族自治县支行（简称"焉耆农行"）签订了《募集资金三方监管协 议》，并已在焉耆农行设立了募集资金专项账户。 ...

证券代码：300138 证券简称：晨光生物 公告编号：2025—090 晨光生物科技集团股份有限公司 关于签署募集资金三方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会证监许可﹝2019﹞2571 号文件核准，晨光生物 科技集团股份有限公司（以下简称"公司"或"晨光生物"）向社会公开发行面 值总额 6.3 亿元可转换公司债券，期限 6 年。本次发行可转换公司债券的募集资 金总额为人民币 6.3 亿元，扣除与本次可转换公司债券发行相关的发行费用人民 币 10,955,660.36 元（不含税），本次共募集资金净额为 619,044,339.64 元。 上述募集资金到位情况已经中审众环会计师事务所（特殊普通合伙）验证确认， 并出具了众环验字（2020）第 020023 号验资报告。 三、本次募集资金三方监管协议的主要内容 甲方：晨光生物科技集团股份有限公司、晨光生物科技集团焉耆有限公司 乙方：中国农业银行股份有限公司焉耆回族自治县支行 丙方：中原证券股份有限公司 二、募集资金三方监管协议的签订及专户开 ...

证券代码：300138 证券简称：晨光生物 公告编号：2025—091 晨光生物科技集团股份有限公司 关于子公司归还银行借款暨为子公司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。 晨光生物科技集团股份有限公司（以下简称"公司"）对合并报表范围内子 公司银行借款担保情况因业务进展发生了变动，现公告如下： 一、对外担保基本情况及进展 特此公告 晨光生物科技集团股份有限公司 董事会 1、结合自身经营流动资金需求，经公司 2023 年年度股东大会决议，喀什晨 光植物蛋白有限公司（以下简称"喀什蛋白"，系新疆晨光生物科技股份有限公 司全资子公司，穿透后为公司控股子公司）前期向中国农业银行股份有限公司岳 普湖县支行（以下简称"岳普湖县农行"）申请办理了 9,000 万元流动资金借款， 担保方式：公司保证担保（公司与岳普湖县农行签署了《保证合同》，担保金额： 9,000 万元；保证方式为：连带责任保证；保证期间为：主合同约定的债务履行 期限届满之日起三年。详见 2024 年 12 月 23 日披露于巨潮资讯网的《关于为子 公司银行借款提供担保的进展公告 ...

Market Trends - The domestic market indices showed a decline, with the Shanghai Composite Index closing at 3,813.56, down 1.16% [4] - The New Materials sector index increased by 3.72%, underperforming the ChiNext Index by 4.01% [5] Industry Commentary - The State Council's issuance of the "Artificial Intelligence +" action plan is expected to drive rapid development in AI new materials [5] - The FDA's plan to phase out synthetic food colorings is likely to benefit domestic natural colorant companies due to a surge in demand [8] Company Analysis - **Yara International (000893.SZ)**: The company reported a 48.5% year-on-year increase in revenue to 2.52 billion yuan and a 216.6% increase in net profit to 850 million yuan for H1 2025, driven by rising potassium fertilizer prices and sales [10] - **Jianlong Micro-Nano**: The company achieved a revenue of 378 million yuan in H1 2025, a 0.33% increase year-on-year, with a focus on expanding its product matrix and overseas growth [11] - **Xianlead Intelligent (300450.SZ)**: The company reported a strong rebound in order volume for H1 2025, with revenue expected to grow significantly due to the recovery of the lithium battery sector [14] - **Zhejiang Rongtai (603119.SH)**: The company is focusing on the development of humanoid robots and reported steady growth in its main business [26] - **Qingda Environmental Protection (688501.SH)**: The company’s performance met expectations, with AI applications in the thermal power sector expected to exceed forecasts [29] Investment Recommendations - The AI server market is projected to grow from $125.1 billion in 2024 to $158.7 billion in 2025, with significant growth in China's AI computing market anticipated [5] - Domestic natural colorant companies are recommended for investment due to the expected demand surge from the FDA's synthetic colorant phase-out [8] - Yara International is expected to achieve net profits of 1.89 billion, 2.54 billion, and 3.52 billion yuan from 2025 to 2027, with a corresponding PE ratio of 16, 12, and 9 [10] - Jianlong Micro-Nano is expected to enhance its capabilities through strategic acquisitions and product development [11]

Group 1 - The U.S. HHS and FDA announced a plan to phase out petroleum-based synthetic food colorings, leading to a potential surge in demand for natural colorants [1] - The FDA will establish national standards and a timeline to encourage the industry to transition from synthetic to natural colorants, with a goal to eliminate six major synthetic colorants by the end of 2026 [1] - Sensient Technologies stated that the transition from synthetic to natural colorants represents the largest opportunity in the company's history, with over half of U.S. states initiating legislative activities regarding synthetic colorants [2] Group 2 - Natural colorant usage is expected to increase by 4-12 times compared to synthetic colorants due to lower color concentration in natural options [3] - For example, the demand for sunset yellow in the U.S. is projected to be around 2,500 tons in 2025, which would require at least an additional 10,000 tons of natural colorants if replaced [3] - The market for replacing synthetic colorants with natural alternatives is significant, particularly for colors like temptation red, sunset yellow, and lemon yellow, with various natural substitutes available [3]

Group 1 - The U.S. HHS and FDA plan to phase out petroleum-based synthetic food colorings, leading to a potential surge in demand for natural colorants [1] - The FDA will establish national standards and timelines to encourage the transition from synthetic to natural colorants, with a goal to eliminate six major synthetic colorants by the end of 2026 [1] - Natural colorant companies, such as Morning Glory Biological, are expected to benefit from this transition, focusing on products like paprika red, lycopene, and lutein [1] Group 2 - The transition to natural colorants in the U.S. is anticipated to be comprehensive, similar to the EU's experience where synthetic colorants were nearly eliminated from food and beverage products [2] - Over half of U.S. states have initiated legislative activities regarding synthetic colorants, prompting major food brands to plan for a transition to natural colorants by the end of 2027 [2] - The penetration rate of natural colorants is over 80% in Europe, while the U.S. is close to one-third, indicating significant replacement potential in both the U.S. and Latin America [2] Group 3 - The usage of natural colorants is expected to increase by 4-12 times compared to synthetic colorants due to lower color concentration [3] - For example, the demand for sunset yellow in the U.S. is projected to be around 2,500 tons in 2025, which would require at least an additional 10,000 tons of natural colorants if replaced [3] - The market for replacing synthetic colorants like temptation red and sunset yellow with natural alternatives such as beet red, cochineal red, paprika red, lycopene, and lutein is substantial [3]

化学原料行业近一年市场表现 冀泳洁 执业登记编码：S0760523120002 邮箱：jiyongjie@sxzq.com 王锐 执业登记编码：S0760524090001 邮箱：wangrui1@sxzq.com 新材料 天然色素行业点评 领先大市-A(维持) 资料来源：最闻 相关报告： 加速发展，关注高频高速覆铜板材料机 遇-新材料周报（250818-0822）2025.8.27 【山证新材料】首届世界人形机器人运 动会圆满闭幕，关注人形机器人领域材 料进展-新材料周报（250811-0815 ） 2025.8.20 分析师： FDA 计划淘汰合成色素，国内天然色素企业或受益于需求爆发 2025 年 9 月 3 日 行业研究/行业快报 事件描述： 美国 HHS 和 FDA 宣布计划逐步淘汰石油基合成食用色素，美国天然色 素增量需求有望爆发。2025 年 4 月 22 日，美国食品药品监督管理局 （FDA）和美国卫生与公众服务部（HHS）宣布一系列措施，旨在到 2026 年 底前消除美国食品供应中所有石油基合成色素。具体措施如下：1）FDA 将 建立国家标准和时间表，鼓励行业自愿从合成色素过渡到天然色素。2 ...

Market Overview - The agricultural processing sector experienced a decline of 0.88% on September 2, with the Shanghai Composite Index closing at 3858.13, down 0.45%, and the Shenzhen Component Index at 12553.84, down 2.14% [1] Individual Stock Performance - The leading decliner in the agricultural processing sector was Yicheng Magic Hand (一致魔手), which fell by 4.54% to a closing price of 43.90, with a trading volume of 61,200 shares and a transaction value of 277 million yuan [1] - Other notable declines included: - Morning Light Biological (晨光生物) down 4.40% to 13.24, with a transaction value of 238 million yuan - Huazi Industry (华资实业) down 3.63% to 7.69, with a transaction value of 165 million yuan - Daodaoquan (道道全) down 2.44% to 11.18, with a transaction value of 104 million yuan [1] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 83.56 million yuan from institutional investors and 13.15 million yuan from retail investors, while individual investors contributed a net inflow of 96.71 million yuan [1] - Specific stock capital flows included: - COFCO Sugar Industry (中粮糖业) with a net inflow of 175 million yuan from institutional investors, but a net outflow of 22.44 million yuan from retail investors [2] - Double Tower Food (双塔食品) had a net inflow of 1.54 million yuan from institutional investors and a net inflow of 3.16 million yuan from retail investors [2] - ST Langyuan (ST朗源) experienced a net outflow of 774,900 yuan from institutional investors but a net inflow of 310,300 yuan from retail investors [2]

Group 1 - The company, Morning Light Bio, announced the acquisition of six invention patents related to a detection system and method for the proportion of single solvent in a dual-solvent system for plant extraction, as well as natural colorants for feed and their preparation methods and applications [2] - The acquisition of these patents is expected to enhance the company's independent intellectual property advantages and establish a continuous innovation mechanism [2]

（文章来源：证券日报） 证券日报网讯 9月1日晚间，晨光生物发布公告称，公司控股子公司——河北晨光天润制药有限公司因 发展需要变更其公司名称。相关的变更登记事项及备案手续已于近日办理完成，并取得了河北馆陶经济 开发区核发的营业执照。 ...