证券日报网讯 7月30日晚间，晨光生物发布公告称，公司及子公司无逾期对外担保情况。 （文章来源：证券日报） ...

Group 1 - The core announcement from the company is regarding the acquisition of patent certificates and software copyright registration for new products, including a soft capsule coating composition and a method for producing chili red pigment [1] - The company's revenue composition for the year 2024 is entirely from the agricultural and sideline food processing industry, specifically plant extracts, accounting for 100.0% [1] - As of the report date, the market capitalization of the company is 6.3 billion yuan [1]

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"或"晨光生物"）于近 日正式取得了国家知识产权局颁发的专利证书；子公司——河北晨光检测技术服 务有限公司（以下简称"晨光检测"）于近日正式取得了国家版权局颁发的计算 机软件著作权登记证书，具体情况如下： 一、取得专利证书的情况 证券代码：300138 证券简称：晨光生物 公告编号：2025—070 晨光生物科技集团股份有限公司 关于取得专利证书及软件著作权登记证书的公告 （一）取得国内专利证书的情况 | 专利名称 | 专利号 | | 证书号 | | | | 授权公告日 | | 类型 | 专利 权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 一种软胶囊外裹粉组合物、 | ZL202311103083.2 | 第 | 8109644 | 号 | 2025 | 年 | 07 | 月 | | | | 软胶囊外裹层及其制备方法 | | | | | 25 日 | | | | | ...

证券代码：300138 证券简称：晨光生物 公告编号：2025—071 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 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，巴州晨光 植物蛋白有限公司（以下简称"巴州蛋白"，系子公司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）前期向中国银行股份有限公司巴 音郭楞蒙古自治州分行（以下简称"巴州中行"）提出 10,000 万元流动资金借 款申请，经过核查，巴州中行同意了巴州蛋白的借款申请，担保方式：公司保证 担保。 公司与巴州中行就上述借款事宜签署了《保证合同》，主债权为：主合同项 下发生的债权，包括本金、利息、违约金、赔偿金、实现债权的费用、因债务人 违约而给债权人造成的损失和其他所有应付费用；保证方式为：连带责任保证； 保证期间为：主债权的清偿期届满 ...

Core Insights - The increasing prevalence of electronic devices has heightened awareness of the potential visual hazards associated with prolonged screen exposure, leading to a surge in demand for lutein as a vital nutrient for eye health [1][3] - The children's market for lutein products has become a competitive battleground, driven by rising concerns among parents regarding children's vision health [1][15] Market Overview - The domestic market for lutein is estimated to reach nearly 6 billion yuan, with a compound annual growth rate (CAGR) of 19.8% from 2020 to 2024, significantly outpacing global market growth [4][3] - The eye care sector is the primary contributor to market growth, with annual sales of lutein soft capsules exceeding 200 million bottles [4] Competitive Landscape - The lutein market is characterized by intense competition across both health food and regular food sectors, with no dominant brand currently leading the market [2][20] - Major players in the extraction and processing segment include Chenguang Biotech, DSM, and Kemin, creating a "three-legged" competitive structure [4] Product Development - The market has seen a rapid increase in the registration of lutein health products, with over 150 products registered, primarily in capsule form [7][8] - Innovative product forms such as gummies and ready-to-drink beverages are gaining popularity, with the market for lutein gummies expected to exceed 1.5 billion yuan by 2024 [11] Consumer Trends - The demand for lutein products is driven by the rising incidence of myopia among children, with the overall myopia rate in Chinese children reaching 51.9% [18] - The average price of imported lutein products is significantly higher than that of domestic products, with imported items often exceeding 100 yuan per unit [17] Regulatory Environment - Lutein products are primarily classified as health foods and must undergo a registration process, as they are not included in the approved health food ingredient directory [9][14] - The lack of a clear definition for dietary supplements in China has led to many imported lutein products being marketed as regular foods, despite their health claims [13] Future Outlook - The lutein market is expected to continue evolving, with a focus on product differentiation and innovation to address the challenges of market saturation and consumer trust [20][22] - Companies are encouraged to invest in research and development to create unique products that can withstand competition and avoid the pitfalls of market homogenization [22]

关于使用部分闲置募集资金进行现金管理到期赎回的公告 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。 证券代码：300138 证券简称：晨光生物 公告编号：2025—069 晨光生物科技集团股份有限公司 晨光生物科技集团股份有限公司（以下简称"公司"）于 2023 年 9 月 21 日召开的第五届董事会第三次会议、第五届监事会第三次会议审议通过了《关于 使用部分闲置募集资金进行现金管理的议案》。同意公司使用不超过 2 亿元暂时 闲置募集资金进行现金管理，用于购买安全性高、流动性好的理财产品/结构性 存款产品等，期限为自董事会审议通过之日起不超过 12 个月（详细内容请见 2023 年 9 月 22 日披露于巨潮资讯网的相关公告文件）。 2024 年 8 月 25 日，公司召开的第五届董事会第十二次会议、第五届监事会 第十一次会议审议通过了《关于使用部分暂时闲置募集资金进行现金管理的议 案》，同意公司使用不超过 1.6 亿元暂时闲置募集资金进行现金管理，用于购买 安全性高、流动性好的理财产品/结构性存款产品等，期限为自本次董事会审议 通过之日起不超过 12 个月（ ...

Group 1: Company Overview and Market Position - The company is focused on the replacement of synthetic colorants with natural colorants, which presents significant opportunities for the natural colorant industry [2][3] - The company has established subsidiaries in India, Zambia, and Myanmar for capacity expansion and raw material processing [2][4] - The company currently has no refinancing needs but will disclose any future requirements promptly [3] Group 2: Product Development and Competitive Advantage - The company emphasizes enhancing its technical advantages, cost advantages, and solution-providing capabilities to maintain product competitiveness [3] - New product developments include ginger yellow pigment, with ongoing trials to improve processes and reduce costs [4][5] - The company is addressing the stability issues of natural colorants to facilitate their replacement of synthetic colorants [3][4] Group 3: Market Dynamics and Financial Performance - The market for natural colorants replacing synthetic colorants is expected to evolve gradually, with a need for several years to reach a balance between supply and demand [3][4] - The company aims to capture a larger market share, particularly in products like capsicum red and lutein, while tomato lycopene will depend on cost reductions and market demand [3][4] - The company has seen significant improvements in gross margins for capsicum red due to reduced raw material costs [4][5] Group 4: Strategic Initiatives and Future Plans - The company plans to expand its health food business through partnerships, leveraging its technical and production strengths [6][7] - The company is exploring the application of plant-based gels in the health food sector [7] - The company is focused on building raw material strategic bases in countries like Myanmar, India, and Zambia to enhance cost advantages [7]

Summary of the Conference Call for Morning Light Bio Industry and Company Overview - The conference call pertains to the food and health supplement industry, specifically focusing on Morning Light Bio, a company involved in the production of natural colorants and health products. Key Points and Arguments Sales and Growth - The company experienced accelerated growth in Q2 due to a low base effect, with chili extract sales expected to reach 3,000 tons for the year, having sold approximately 1,400 tons in the first half [2][3] - Vitamin C sales grew rapidly due to the launch of a new production line, although revenue growth was limited by declining prices from lower costs [2][3] - Sales of Sichuan pepper extract continued to grow rapidly even in the off-season, with gross margins gradually recovering [2][3] - The stevia market shows significant potential, with expected annual revenue of 300 million yuan, bolstered by process advantages and the approval of a by-product for use as a feed additive [2][3] Pricing and Supply Dynamics - In 2024, the price of chili red is expected to be at historical lows due to a bountiful harvest, but gross margins are anticipated to recover significantly [2][3] - The company is actively expanding its customer base and promoting the use of natural colorants over synthetic ones, with expectations for chili red prices to recover depending on procurement plans [2][3] - The supply of chili extract is expected to grow by over 50% in 2024, with even faster growth anticipated in 2025, despite potential price increases in 2026 due to ample inventory [2][3][6] Market Competition and Strategy - The company has seen a rapid increase in overseas market share due to a significant drop in domestic raw material costs, with chili extract sales growing over 50% in 2024 [6][8] - The pricing trend for chili red and chili extract is currently at the bottom of the price cycle, with expectations for a recovery in prices based on agricultural product cycles [7][8] - The competitive landscape is not driven by intensified competition but rather by changes in supply and demand dynamics, with domestic products gaining market share at the expense of Indian competitors [6][8] Product Categories and Future Outlook - The company categorizes its customers into three main segments: food, feed additives, and health food enterprises, with food enterprises making up the largest share [9] - The lutein industry is currently facing an oversupply situation, leading to low prices, but the company is optimizing its strategy by prioritizing food-grade products and expanding overseas planting bases [10][11] - The health supplement business is rapidly developing, with total production capacity expected to reach 3 billion capsules, and projected revenues of 200 million yuan in 2025 [16][17] OEM and Brand Development - The OEM business primarily serves large overseas health food companies and aims to expand its scale, targeting over 1 billion yuan in revenue [18] - The company is in the early stages of developing its own brand, exploring various channels and partnerships, with plans to increase investment once a suitable model is identified [19] Profitability and Risk Management - The company emphasizes overall profitability rather than focusing solely on revenue size, with a target profit level of around 100 million yuan per product [15] - The cottonseed business is recovering from a low point, with a focus on stable operations and risk management to ensure profitability [13][14] Other Important Insights - The company is actively working on securing raw material supply chains globally, with production bases in regions like Xinjiang, Yunnan, and overseas in Zambia and India [12] - The overall market environment is expected to improve in the fourth quarter of 2025, with stable demand growth anticipated for the following year [14]

证券代码：300138 证券简称：晨光生物 公告编号：2025—068 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。 2、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"，系子公司新疆晨光 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）前期向兴业银行 股份有限公司乌鲁木齐分行（以下简称"兴业银行"）提出 6,000 万元流动资金 借款申请，经过核查，兴业银行同意了图木舒克晨光的借款申请，担保方式为： 公司保证担保。 公司与兴业银行签署了《最高额保证合同》，保证的最高本金限额为：6,000 万元；保证方式为：连带责任保证；保证范围：债权人依据主合同约定为债务人 提供各项借款、融资、担保及其他表内外金融业务而对债务人形成的全部债权， 包括但不限于债权本金、利息、违约金、损害赔偿金、债权人实现债权的费用等 （详见 2024 年 11 月 06 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 ...

Core Insights - 26 companies listed on the ChiNext board have released their performance forecasts for the first half of the year, with 19 companies expecting profit increases, representing 73.08% of the total [1] - The overall proportion of companies reporting positive forecasts is 80.77%, with 2 companies expecting profits and 1 company forecasting losses [1] Performance Forecast Summary - Among the companies with positive forecasts, 7 are expected to see net profit growth exceeding 100%, while 4 companies anticipate growth between 50% and 100% [1] - Han Yu Pharmaceutical is projected to have the highest net profit growth, with a median increase of 1567.36% [1] - Other notable companies include Chuanjin Nuo and Longyuan Technology, with expected net profit growth of 167.27% and 137.44% respectively [1] Company Performance Highlights - The following companies are highlighted for their significant expected profit increases: - Han Yu Pharmaceutical (Code: 300199) - Expected net profit growth: 1567.36%, Latest closing price: 18.24, Year-to-date change: 41.51%, Industry: Pharmaceutical [1] - Chuanjin Nuo (Code: 300505) - Expected net profit growth: 167.27%, Latest closing price: 19.95, Year-to-date change: 40.94%, Industry: Basic Chemicals [1] - Longyuan Technology (Code: 300105) - Expected net profit growth: 137.44%, Latest closing price: 8.11, Year-to-date change: 7.79%, Industry: Environmental Protection [1] - Other companies with notable growth include Chenguang Biotech, Feirongda, Boteng Co., and Huizhong Co. [1]