Group 1 - The core focus of the news is on the role of party-building initiatives in driving technological advancements and operational efficiency in companies like Baotou Yinstar Rare Earth Magnetic New Materials Co., Ltd. and Baotou Dongbao Biotechnology Co., Ltd. [2][3] - Yinstar is working on a complex magnetic component that requires precise assembly of three differently shaped products, highlighting the company's commitment to innovation in the electronics sector [2] - Dongbao has established a three-tier responsibility system for party leadership, integrating party assessments with business performance metrics to enhance operational effectiveness [3] Group 2 - Dongbao emphasizes the importance of collaboration with academic institutions, such as the Chinese Academy of Sciences, to facilitate the practical application of theoretical research, thereby accelerating technology transfer [5] - The company has successfully transitioned from traditional manufacturing to intelligent manufacturing, achieving significant breakthroughs in gelatin and collagen production [5] - The Baotou Rare Earth High-tech Zone is leveraging party-building to reconstruct industrial, innovation, and talent chains, enhancing the overall development efficiency of the region [6]

Core Points - The company, Dongbao Biological Technology Co., Ltd., has announced the interest payment details for its convertible bonds, known as "Dongbao Convertible Bonds" [1][2] - The interest rate for the bonds is set at 0.50%, with specific interest payments of 5.00 RMB (including tax) for every ten bonds held [1][2] - The bonds were issued on July 31, 2023, with a total of 4,550,000 bonds available for investors [1] Interest Payment Details - The interest payment period is from July 31, 2024, to July 30, 2025, with interest paid annually [1][2] - The interest payment record date is set for July 30, 2025, and investors who sell the bonds before this date will not receive the interest payment [1][3] - The company will not pay interest for the current and future periods to bondholders who convert their bonds into company stock before the interest payment record date [1][4] Taxation Information - Individual bondholders are subject to a personal income tax rate of 20% on the interest earned, which will be withheld by the payment agent [4][5] - Foreign institutional investors are exempt from corporate income tax and value-added tax on the interest income from these bonds until December 31, 2025 [5]

| 证券代码：300239 | 证券简称：东宝生物 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：123214 | 债券简称：东宝转债 | | 包头东宝生物技术股份有限公司 向不特定对象发行可转换公司债券 2025 年付息公告 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。 特别提示： 1、"东宝转债"(债券代码：123214)将于2025年7月31日按照面值支付第二年利 息，每十张"东宝转债"（面值1,000.00元）利息为5.00元（含税）。 2、债权登记日：2025年7月30日 3、付息日：2025年7月31日 4、除息日：2025年7月31日 5、"东宝转债"票面利率：第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.50%、第五年2.00%、第六年2.50%。 6、本次付息期间及票面利率：计息期间为2024年7月31日至2025年7月30日， 票面利率为0.50%。 7、"东宝转债"本次付息的债权登记日为2025年7月30日，凡在2025年7月30 日（含）前买入并持有本期债券的投资者享有本 ...

Overview - Hydrophilic colloids are natural food additives that align with the increasing consumer demand for green, eco-friendly, and healthy products, leading to a growing acceptance and recognition among consumers [1][8] - The market for hydrophilic colloids is expanding, with projected sales in China reaching 175,800 tons by 2024, accounting for 36.72% of the global market [1][8] Development History - Since the 1990s, domestic companies have recognized the importance of independent research and development, leading to increased investment and a shift from imitation to innovation in the hydrophilic colloid industry [4] - The industry has entered a rapid development phase, supported by government initiatives and expanding market demand, resulting in a more complete industrial chain [4] Industry Chain - The upstream raw materials for natural hydrophilic colloids primarily come from agriculture and forestry, while synthetic colloids are produced through chemical synthesis [6] - The downstream applications span various sectors, including food and beverage, pharmaceuticals, daily chemicals, and textiles, enhancing product quality and stability [6] Current Market Situation - The demand for hydrophilic colloids is driven by the growing health consciousness among consumers, leading to broader applications in food, pharmaceuticals, and cosmetics [1][8] - The market is characterized by a diverse range of products, with significant growth in high-value applications [1][8] Competitive Landscape - The hydrophilic colloid industry in China features numerous participants, with varying focuses on different segments, such as gelatin, carrageenan, and konjac gum [10] - Major listed companies include Green New Hydrophilic Colloid, Dongbao Biological, and Yizhi Konjac, with Green New Hydrophilic Colloid leading in revenue at 989 million yuan for 2024 [10][13][15] Future Trends - Companies are expected to increase R&D investments to develop hydrophilic colloids with enhanced properties, including higher stability and additional functionalities [17] - The industry will face stricter environmental standards, prompting a focus on sustainable materials and green production processes to meet market demands for eco-friendly products [17]

Financial Performance - In 2024, Dongbao Biological's operating revenue was 888.49 million yuan, a decrease of 9.19% year-on-year [5] - The net profit attributable to shareholders was 85.98 million yuan, down 28.28% compared to the previous year [5] - The net cash flow from operating activities was 69.13 million yuan, a decline of 65.33% from 2023 [4] Cost Control and Management Strategies - In 2024, the company enhanced cost control measures, focusing on supply chain management and optimizing procurement strategies [2][3] - The company implemented a strict supplier management system to ensure quality and cost efficiency [2][3] - Emphasis was placed on a "prevention, control, improvement" management philosophy to enhance product quality [3][9] Future Growth and Market Strategy - Dongbao Biological aims to expand its market presence in the health sector, particularly in collagen applications across various industries [10][12] - The company plans to leverage digital transformation to improve operational efficiency and enhance decision-making processes [6][8] - Future initiatives include deepening collaboration with core customers and exploring new market segments, particularly in the aging population market [10][12] Shareholder Returns - The proposed cash dividend for 2024 is 0.25 yuan per 10 shares (including tax), reflecting the company's commitment to shareholder returns while ensuring operational sustainability [9][13] Research and Development Achievements - In 2024, the company made significant progress in the collagen industry, including the development of low-fat cream collagen and specialized collagen for cashmere textiles [7][10] - The company is actively pursuing innovative applications of collagen in health foods and new materials [7][10] Risk Management - Dongbao Biological has identified potential risks in achieving its 2025 performance targets and has outlined corresponding mitigation strategies in its annual report [3]

| 证券代码：300239 | 证券简称：东宝生物 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：123214 | 债券简称：东宝转债 | | 包头东宝生物技术股份有限公司 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 7 月 11 日(周五)16:00-18:00。届时公司高管 将在线就公司 2024 年度业绩、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，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 包头东宝生物技术股份有限公司 董事会 2025 年 7 月 8 日 关于参加 2025 年内蒙古辖区 上市公司投资者网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，包头东宝生物技术股份有限公司(以下 简称"公司")将参加由内蒙古证监局、内蒙古上市公司协会与深圳市全景网络有 ...

| 证券代码：300239 | 证券简称：东宝生物 | 公告编号：2025-052 | | --- | --- | --- | | 债券代码：123214 | 债券简称：东宝转债 | | 包头东宝生物技术股份有限公司 关于 2025 年第二季度可转换公司债券转股情况的公告 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。 特别提示： 1、"东宝转债"(债券代码：123214)的转股期限为2024年2月5日至2029年7月30日； 最新有效的转股价格为6.63元/股。 2、2025年第二季度，"东宝转债"未发生转股情况。 3、截至 2025 年第二季度末，公司剩余可转债为 4,549,670 张，剩余票面总金额为 454,967,000 元人民币。 (四)可转债转股价格调整情况 公司可转债的初始转股价格为6.67元/股。可转债转股价格调整情况如下： 根据《深圳证券交易所创业板股票上市规则》和《深圳证券交易所上市公司自律监 管指引第15号——可转换公司债券》的有关规定，包头东宝生物技术股份有限公司(以 下简称"公司"或"东宝生物")现将2025年第二季度可转换公司债 ...

证券代码：300239 证券简称：东宝生物 公告编号：2025-051 债券代码：123214 债券简称：东宝转债 包头东宝生物技术股份有限公司 关于回购公司股份的进展公告 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。 包头东宝生物技术股份有限公司(以下简称"东宝生物"或"公司")于2025 年1月3日召开第九届董事会第八次会议、第九届监事会第七次会议，审议通过了 《关于回购公司股份方案的议案》，使用公司自有资金和/或自筹资金以集中竞 价交易方式或法律法规允许的方式回购公司已发行的人民币普通股(A股)股票， 回购的公司股份用于实施员工持股计划或股权激励。本次回购股份不低于人民币 5,000万元(含)，且不超过人民币10,000万元(含)，具体回购资金总额以回购期限 届满时或者回购股份实施完毕时实际回购股份使用的成交资金总额为准。本次回 购价格不超过人民币8.00元/股(含)，本次回购股份的实施期限自公司董事会审议 通过回购股份方案之日起12个月内。因公司实施2024年度权益分派，公司本次回 购价格上限由不超过人民币8.00元/股(含)调整为不超过人民币7.9 ...

证券代码：300239 证券简称：东宝生物 转债代码：123214 转债简称：东宝转债 包头东宝生物技术股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告（2024 年度） 发行人：包头东宝生物技术股份有限公司 （内蒙古自治区包头市稀土开发区黄河大街 46 号） 受托管理人：招商证券股份有限公司 （广东省深圳市福田区福田街道福华一路 111 号） 2025 年 6 月 重要声明 依据《可转换公司债券管理办法》（以下简称"《管理办法》"）、《包头 东宝生物技术股份有限公司向不特定对象发行可转换公司债券募集说明书》（以 下简称"《募集说明书》"）、《包头东宝生物技术股份有限公司（作为债券发 行人）与招商证券股份有限公司（作为债券受托管理人）关于包头东宝生物技术 股份有限公司可转换公司债券受托管理协议》（以下简称"《受托管理协议》" ） 等相关规定及约定，招商证券股份有限公司（以下简称"招商证券"、"受托管 理人"）作为本次债券的受托管理人编制本报告。招商证券编制本报告的内容及 信息均来源于公开信息、包头东宝生物技术股份有限公司（以下简称"公司"、 "发行人"、"东宝生物"）对外发布的《包头东宝生物技术 ...

Core Viewpoint - The article highlights the increasing environmental risks faced by listed companies in China, emphasizing the importance of transparency in environmental information and the potential impact on investors [10][11][16]. Group 1: Environmental Violations and Penalties - Five listed companies were recently identified for environmental violations, with a total of 41.99 million shareholders potentially affected by these risks [12]. - Chengxing Co., Ltd. was fined approximately 206,680 yuan for illegally occupying forest and grassland during soil dumping activities [12][13]. - Dongbao Biological's joint venture, Mengbao Biotechnology, was fined 300,000 yuan for discharging pollutants without a permit [14]. - Hanjiabao Coal Company was fined 210,000 yuan for operating a coal boiler without environmental approval [15]. Group 2: Regulatory Framework and Public Awareness - The article discusses the evolution of environmental information disclosure regulations in China, highlighting the legal rights of citizens and organizations to access environmental data [16]. - The increasing emphasis on ESG (Environmental, Social, and Governance) investment principles is noted, with investors becoming more aware of companies' sustainable development capabilities [16].