晨光生物科技集团股份有限公司（以下简称"公司"）近日接到公司股东李 月斋女士通知，获悉其持有本公司的部分股份质押解除质押，具体如下： | 股东名称 | 是否为控股股东 或第一大股东及 | | 本次解除质 押股数（股） | 占其所 持股份 | 占公司 总股本 | 起始日期 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | 比例 | 比例 | | | | | 李月斋 | | 是 | 16,050,000 | 99.98% | 3.32% | 2024-10-14 | 2025-09-11 | 上海浦东发 展银行股份 有限公司邯 | | | | | | | | | | 郸分行 | | | 合计 | | 16,050,000 | 99.98% | 3.32% | | | | 一、股东部分股份解除质押基本情况 二、股东股份累计质押的基本情况 截至公告披露日，上述股东及其股份权益变动一致行动人所持质押股份情况 如下： 证券代码：300138 证券简称：晨光生物 公告编号：2025—094 晨光生物 ...

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。 证券代码：300138 证券简称：晨光生物 公告编号：2025—093 晨光生物科技集团股份有限公司 公司及子公司无逾期对外担保情况。 特此公告 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 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，晨光生物 科技集团图木舒克有限公司（以下简称"图木舒克晨光"，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）前期向中国进出口银行喀 什分行（以下简称"进出口银行"）办理了两笔合计 21,600 万元的流动资金借 款，担保方式：公司保证担保（公司与进出口银行分别为上述两笔借款签署了《保 证合同》，担保范围均为：1、贷款本金：10,800 万元，2、利息、违约金、损 害赔偿金、实现债权的费用等；保证方式均为：连带责任保证；保证期间均为： 主合同项下债务履行期届满之日起三年。详见 2024 ...

为进一步加强与投资者的互动交流，晨光生物科技集团股份有限公司（以下 简称"公司"）将参加由河北省上市公司协会、河北资本市场之家与深圳市全景 网络有限公司联合举办的"2025年河北辖区上市公司投资者网上集体接待日暨 2025年半年报集体业绩说明会"，现将相关事项公告如下: 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP, 参与本次互动交流，活动时间为2025年9月15日(周一)15:00-17:00。届时，公司 董事长卢庆国、董事会秘书兼财务负责人周静及证券部人员将在线就公司业绩、 公司治理、发展战略、经营状况和可持续发展等投资者关心的问题，与广大投资 者进行互动交流，欢迎广大投资者踊跃参与。 特此公告 晨光生物科技集团股份有限公司 董事会 2025年9月10日 证券代码：300138 证券简称：晨光生物 公告编号：2025—092 晨光生物科技集团股份有限公司 关于参加2025年河北辖区上市公司投资者网上集体接待日 暨2025年半年报集体业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确 ...

Core Points - The 2025 list of the top 100 private enterprises in Hebei Province was released by the Hebei Federation of Industry and Commerce on September 9 [1] - The list includes various sectors, highlighting the diversity and strength of private enterprises in the region [6] Group 1: Top 100 Private Enterprises - The list features companies such as Yuhua Steel Co., Ltd., Tangshan Ganglu Steel Co., Ltd., and Jinko Solar Technology Co., Ltd. [2][3][4] - Notable mentions include Longcheng Automotive Co., Ltd. and Hebei Construction Group [4][6] Group 2: Manufacturing Sector - The top 100 private manufacturing enterprises include companies like Jingye Group Co., Ltd. and Hebei Xinhua United Metallurgical Holding Group [6][7] - The manufacturing sector showcases a strong representation of steel and automotive industries [6][20] Group 3: Service Sector - The top 100 private service enterprises feature Hebei Qianxihe Food Co., Ltd. and Xinlian Logistics Group [13][14] - This indicates a growing service industry alongside traditional manufacturing [13] Group 4: R&D Investment - The top 100 private enterprises in R&D investment include Changcheng Automotive Co., Ltd. and Shijiazhuang Yiling Pharmaceutical Co., Ltd. [20][26] - This highlights the emphasis on innovation and technology development within Hebei's private sector [20] Group 5: Patent Holdings - The top 100 private enterprises for invention patents are led by Changcheng Automotive Co., Ltd. and New Hope Liuhe Co., Ltd. [26][27] - This reflects the commitment to intellectual property and innovation among leading companies in Hebei [26]

Group 1 - The core point of the article is that Chenguang Biological has signed a tripartite supervision agreement to regulate the management and use of raised funds, aiming to protect investors' rights [2] - The agreement involves Chenguang Biological, its subsidiary Chenguang Biological Technology Group Yanqi Co., Ltd., and the sponsoring institution Zhongyuan Securities Co., Ltd. [2] - A special account for the raised funds has been established at the Yanqi Agricultural Bank to ensure proper management [2]

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]