证券代码：300138 证券简称：晨光生物 晨光生物科技集团股份有限公司 投资者关系活动记录表 编号：2018-003 | --- | --- | --- | |-------------------------|-------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | | | | | □特定对象调研 □分析师会议 | | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） | | | 参与单位名称及人 员姓名 | 22 位投资者 | 西南证券周金菲、长信基金刘亮、上海菁菁投资管理有限 公司冯伟、中天国富证券熊兆实、西南证券资管蔡国栋等 | | 时间 | 2018 年 8 月 22 日 | | | 地点 | 河北省邯郸 ...

编号：2021-004 1 证券代码：300138 证券简称：晨光生物 晨光生物科技集团股份有限公司 投资者关系活动记录表-2 | --- | --- | --- | |-------------------------|---------------------------------------------------------|-----------------------------------------------------------------| | | □特定对象调研 | □分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） 长城证券 | 苏剑晓、长城证券 罗丽文、嘉实基金 于林、诺 | | 参与单位名称及人 员姓名 | 安基金 张伟民、浙商基金 基金 陈琪、同泰基金 | 景徽、嘉合基金 张丽荣、华富 麦健沛、西部利得基金 侯文生、同 | | | 犇投资 刘慧萍等 24 | 位投资者 | | 时间 地点 | 2021 年 3 月 23 日 河北省邯 ...

编号：2021-001 证券代码：300138 证券简称：晨光生物 债券代码：123055 债券简称：晨光转债 晨光生物科技集团股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | √其他 （电话会 ...

证券代码：300138 证券简称：晨光生物 编号：2021-007 晨光生物科技集团股份有限公司 投资者关系活动记录表-1 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------| | | □特定对象调研 | □分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） | | | 参与单位名称及人 员姓名 | 天风证券 吴立、天风证券 财通资管 黄文睿、嘉实基金 基金 刘睿聪、平安资管 | 林逸丹、中银国际证券 刘航、 左勇、长信基金 ...

证券代码：300138 证券简称：晨光生物 编号：2021-012 晨光生物科技集团股份有限公司 投资者关系活动记录表-3 | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------| | | □特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | □一对一沟通 | | | （电话会议） | | 参与单位名称及人 员姓名 | 龚源月、华泰证券 张墨、景林资产 雨晨、同犇 刘慧萍、拾贝投资 罗越文、 Hirain Capital Vincent Han Fei、Trivest Advisors Limited YU Chen 等 21 位投 | | | | | | | | 时间 地点 | ...

证券代码：300138 证券简称：晨光生物 编号：2021-013 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------| | | | □特定对象调研 □分析师会议 | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） | | | | | | | 参与单位名称及人 员姓名 | 中泰证券 范劲松、中泰证券 摩根士丹利华鑫基金 韩骋、元泓投资 | 罗頔影、前海开源基金 石峰、 苏香、招银理财 翟健宇、健顺投资 周立峰、源乘投资 唐亚丹 8 位投资者 | | | | | | 时间 地点 | ...

证券代码：300138 证券简称：晨光生物 编号：2022-001 晨光生物科技集团股份有限公司 投资者关系活动记录表 | --- | --- | --- | |---------------------|------------------------------|-------------------------------------------------------------------------------------------------------| | | □特定对象调研 □分析师会议 | | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） | | | 参与单位名称及人 | | 天风证券吴立、天风证券林逸丹、工银瑞信基金袁辰昱、 嘉实基金谢泽林、华夏基金刘睿聪、中银基金王寒、诺安 | | 员姓名 | 勇、景林资产雨晨等 | 基金曾广坤、长江养老李泽、信诚人寿万力、中再资产赵 48 位投资者 | | | | | | 时间 | 2022 年 1 月 25 日 | ...

证券代码：300138 证券简称：晨光生物 编号：2022-002 1 | --- | --- | --- | |-------------------------|----------------------------------------|------------------------------------------------------| | | □特定对象调研 □分析师会议 | | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） | | | 参与单位名称及人 员姓名 | 盈周武等 8 位投资者 | 长城证券刘鹏、长城证券卢潇航、诺安基金耿诺、华夏久 | | 时间 | 2022 年 1 月 25 日 | | | | 河北省邯郸市曲周县城晨光路 | 1 号会议室 | | 地点 | 其他各电话会议方处不同地点 | | | 上市公司接待人员 | 董办主任周顺燕 | | | | 一、 2021 年经营情况介绍 | | | | 二、投资者提问与回答 | 1、请问公司赞比亚种 ...

证券代码：300138 证券简称：晨光生物 编号：2022-015 | --- | --- | --- | |-------------------------|-------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | □特定对象调研 □分析师会议 | | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | □一对一沟通 | | | √其他 （电话会议） | | | 参与单位名称及人 员姓名 | 金张海波等 25 位投资者 | 长城证券刘鹏、长城证券卢潇航、诺安基金耿诺、泰达宏 利基金周少博、阳光资产方圆、宝盈基金张若伦、湘财基 | | | | | | 时间 | 2022 年 10 月 27 日 | | | 地点 | 河北省邯郸市曲周县城晨光路 其他各电话会议方处不 ...

Financial Performance - The company's operating revenue for the first half of 2022 was CNY 3,227,191,537.69, representing a 53.74% increase compared to CNY 2,099,150,619.43 in the same period last year[23]. - The net profit attributable to shareholders of the listed company was CNY 240,397,801.18, up 27.40% from CNY 188,698,023.48 in the previous year[23]. - The net profit after deducting non-recurring gains and losses was CNY 211,485,971.37, reflecting a 31.43% increase from CNY 160,915,538.86 year-on-year[23]. - The net cash flow from operating activities was CNY 963,901,233.43, an increase of 23.04% compared to CNY 783,395,394.01 in the same period last year[23]. - The total assets at the end of the reporting period were CNY 6,174,833,693.11, a 3.69% increase from CNY 5,955,165,411.81 at the end of the previous year[23]. - The net assets attributable to shareholders of the listed company were CNY 2,967,267,210.06, up 6.53% from CNY 2,785,482,526.20 at the end of the previous year[23]. - The basic earnings per share increased to CNY 0.45, an 18.42% rise from CNY 0.38 in the same period last year[23]. - The diluted earnings per share also stood at CNY 0.45, reflecting an 18.42% increase compared to CNY 0.38 in the previous year[23]. - The weighted average return on equity was 8.29%, up from 7.77% in the same period last year[23]. Market Trends and Industry Insights - The plant extract industry in China saw an export value of $3.03 billion in 2021, representing a year-on-year growth of 23.9%[32]. - In the first half of 2022, the export value of plant extracts reached $1.765 billion, with a year-on-year increase of 28.19%[32]. - The global market for plant extracts is projected to reach $59.4 billion by 2025, indicating significant growth potential[34]. - The restaurant industry in China rebounded in 2021, achieving a revenue of ¥46,895 billion, which is an 18.6% increase year-on-year[33]. - The sweetener market is experiencing growth, with stevia as a high-sweetness, low-calorie natural sweetener gaining traction[33]. - The global natural food coloring market is projected to reach 2.5 billion USD by 2025, driven by the shift from synthetic to natural colors[40]. - The penetration rate of pepper extract in the restaurant industry is currently below 2%, indicating significant growth potential[42]. - The market for plant-based feed additives is expected to grow rapidly due to the implementation of anti-antibiotic policies in 2020[47]. Product Development and R&D - The company aims to develop ten products that rank first or among the top globally, leveraging its technological R&D and industrial production capabilities[39]. - The company employs a market-oriented R&D model to ensure product development aligns with market feedback and trends[36]. - The company has a research and development team of over 100 people and has received 78 technology awards, including two national science and technology progress second prizes[47]. - The company is conducting various R&D projects, including the optimization of extraction processes for chili, stevia, and rosemary, aimed at improving product quality and market competitiveness[52][54]. - The company is developing new products, including microencapsulated products and alternative anti-products, to diversify its product offerings and create new profit growth points[54]. Operational Strategies and Supply Chain - The company has established raw material bases in Xinjiang, Yunnan, and India, implementing a "farmhouse + government + enterprise" model for raw material cultivation and procurement, ensuring production stability[36]. - The company has established a complete procurement, R&D, production, and sales model, continuously improving its operational strategies based on market demand[35]. - The company has established strategic partnerships with core suppliers, enhancing the stability of raw material supply through a "farmer + government + enterprise" model[81]. - The company has increased its procurement of raw materials from India, improving production and inventory levels for chili extract products[71]. Environmental and Social Responsibility - The company has increased investment in environmental protection facilities and established a strict environmental monitoring system to comply with rising environmental standards[126]. - The company has implemented measures to reduce carbon emissions, including the use of liquid CO2 in production and the adoption of natural gas to lower CO2 and nitrogen oxide emissions[145]. - The company has actively participated in social responsibility initiatives, donating over 140,000 RMB in pandemic prevention materials and supporting local education and public services in India and Zambia[147]. - The company has established wastewater treatment and dust removal facilities, ensuring that wastewater is treated and partially reused for landscaping[141]. Financial Management and Investments - The company reported a year-on-year revenue increase of 80.74% for cottonseed and cottonseed products, which contributed over 50% to the total revenue[65]. - The company has received approval for its stock to be listed and directed issued on the National Equities Exchange and Quotations system, allowing for the issuance of up to 15,870,356 new shares within 12 months from June 29, 2022[188][189]. - The company has been actively involved in securing bank loans, with multiple instances of increasing guarantee amounts reported throughout the year, indicating a focus on financial leverage[190][191]. - The company has provided guarantees for its subsidiaries' equipment leasing and subsequent repurchase arrangements, indicating a commitment to supporting its subsidiaries' operational needs[184]. Shareholder and Governance Matters - The company has fulfilled all commitments made by controlling shareholders and related parties as of the end of the reporting period[150]. - The commitments include not engaging in any competitive business activities with the company and ensuring the protection of shareholder interests[150]. - The company has established measures to ensure the legal and reasonable exercise of shareholder rights[150]. - The company has a clear strategy to mitigate potential conflicts of interest from shareholders[150]. Subsidiary Performance - The subsidiary "Morning Light Biotechnology Group Tumushuke Co., Ltd." reported a revenue increase of 483.48%, operating profit increase of 1387.31%, and net profit increase of 1814.67% compared to the same period last year, primarily due to rising sales prices and increased sales volume[120]. - The subsidiary "Morning Light Biotechnology Group Karamay Co., Ltd." experienced a revenue growth of 15.10%, operating profit growth of 3.97%, and net profit growth of 2.02% year-on-year, attributed to increased sales prices and volume[120]. - The subsidiary "Morning Light Biotechnology Group Yanqi Co., Ltd." reported a sales revenue increase of 66.27%, but a decline in operating profit and net profit by 27.82% and 26.62% respectively, due to cost fluctuations in internal processing business[121].