证券代码：300858 证券简称：科拓生物 公告编号：2025-047 北京科拓恒通生物技术股份有限公司 关于董事兼高级管理人员股份减持计划实施完毕的公告 公司董事兼高级管理人员乔向前保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 北京科拓恒通生物技术股份有限公司（以下简称"公司"）于2025年9月5 日披露了《关于持股5%以上股东、特定股东以及董事兼高级管理人员减持股份 预披露公告》（公告编号：2025-038）。股东乔向前计划在减持公告披露之日起 15个交易日后的3个月内以集中竞价、大宗交易的方式拟减持公司股份数量不超 过2,635,000股，即不超过公司股份总数的1.0000%。 公司于近日收到董事兼副总经理乔向前出具的《关于股份减持计划实施完毕 的告知函》，截至2025年12月11日，上述减持计划已实施完毕，现将相关情况公 告如下： 一、股东减持情况 （一）股东减持股份情况 | 股东名称 | 减持方式 | | 减持期间 | | | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | --- ...

Group 1: Technology Breakthroughs in Inner Mongolia - The "Technology Breakthrough" initiative during the 14th Five-Year Plan aims to leverage Inner Mongolia's unique resources such as wind, solar, rare earths, and dairy to foster high-quality industrial development [1] - Inner Mongolia's new energy industry is experiencing rapid growth, with installed capacity exceeding 143 million kilowatts by May 2025, accounting for 52% of the region's total power generation capacity [3] - The establishment of the "Kubuqi New Energy Base" will enable the transmission of approximately 36 billion kilowatt-hours of electricity annually to the Beijing-Tianjin-Hebei region, significantly reducing coal consumption and carbon emissions [3] Group 2: Rare Earth Industry Developments - Inner Mongolia is focusing on developing its rare earth industry, particularly in Baotou, where innovative technologies are being applied to replace heavy rare earth elements while maintaining product performance [4] - Baotou's production capacity is set to reach 40,000 tons, positioning it as the world's largest high-performance neodymium-iron-boron production base [5] - The region aims for a rare earth industry output value of 130 billion yuan, driven by technological innovation and market-oriented mechanisms [5] Group 3: Dairy Industry Innovations - The establishment of the largest probiotic smart factory in Asia by Inner Mongolia Ketaobiotech aims to achieve technological breakthroughs in the dairy sector [6] - The National Grass Technology Innovation Center is developing advanced grass varieties and technologies to support dairy farming, ensuring a stable supply of quality feed [7] - Inner Mongolia has created a complete ecological system for the dairy industry, integrating all elements from grass cultivation to milk production and processing [7] Group 4: Hydrogen and Energy Innovations - The world's first hydrogen-ammonia dual-fuel gas turbine has been successfully assembled in Inner Mongolia, marking a significant advancement in zero-carbon energy technology [8] - This gas turbine can operate on hydrogen, ammonia, and natural gas, facilitating a complete energy production and consumption cycle [9] - The introduction of a new energy mining truck project combines photovoltaic power generation, intelligent storage, and super-fast charging technology, enhancing the efficiency of heavy-duty transportation [10]

证券日报网讯12月4日，科拓生物（300858）在互动平台回答投资者提问时表示，根据相关披露规则要 求，公司在定期报告中披露股东人数，对于其它各月的股东人数，股东如有查询需求，应当向公司提供 其持有公司股份种类以及持股数量的书面证明文件，公司经核实股东身份后按照规定予以提供。 ...

公司于近日收到持股5%以上股东宁波顺懿出具的《关于减持股份触及1%整 数倍的告知函》，现将相关情况公告如下： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 宁波顺懿创业投资合伙企业（有限合伙） | | | | 住所 | 浙江省宁波象保合作区航天大道 99 号 13 幢 1001B 室 | | | | 权益变动时间 | 年 月 日 2025 11 24 | | | | 权益变动过程 | 宁波顺懿于2025年11月24日通过集中竞价方式减持公司股份211,500股，占 公司总股本的0.0803%，其持有公司的股份由23,925,966股变更为23,714,466 股，占公司总股本比例由9.0802%降低至9.0000%，权益变动比例触及1%的 整数倍。本次权益变动不会导致公司控股股东及实际控制人发生变化，不会 | | | | 股票简称 | 对公司治理结构和持续经营产生影响。 科拓生物 股票代码 300858 | | | | 变动方向 上升□ | 下降 一致行动人 有□ 无 | | | | 是否为第一大股东或实际控制人 | | 是□ | 否 | ...

Group 1 - The company, Keta Bio (300858), operates in the food manufacturing industry, focusing on the research, production, and sales of edible probiotics, animal and plant micro-ecological preparations, and compound food additives [1] - The company has also made early investments in the pharmaceutical sector, collaborating with Shenzhen Unknown Jun Biotechnology Co., Ltd. to advance the research and development of probiotic drugs [1] - The company has accumulated a wealth of strain resources and key processes in core technologies, and its project on "Key Technology Creation and Application for the Excavation and Industrialization of Excellent Lactic Acid Bacteria Germplasm Resources" won the second prize of the 2023 National Science and Technology Progress Award [1]

Group 1 - The company, Kato Biotech, is actively advancing the research and development of probiotic new drug projects in collaboration with Shenzhen Unknown Jun Biotechnology Co., Ltd. and other pharmaceutical enterprises [1] - The company will provide timely information disclosure based on the progress of these projects [1]

Group 1 - The company is actively advancing its research and development of probiotic new drug projects in collaboration with Shenzhen Unknown Jun Biotechnology Co., Ltd. and other pharmaceutical enterprises [2] - The company will provide timely information disclosure based on the progress of these projects [2]

Group 1 - The company operates in the food manufacturing industry, focusing on the research, production, and sales of probiotic products, plant and animal micro-ecological preparations, and compound food additives [2] - The company has also made initial investments in the pharmaceutical sector, collaborating with Shenzhen Unknown Jun Biotechnology Co., Ltd. to advance the research and development of probiotic drugs [2] - The company has accumulated a rich resource of strains and key processes, and its project on "Key Technology Creation and Application for the Excavation and Industrialization of Excellent Lactic Acid Bacteria Germplasm Resources" won the second prize of the 2023 National Science and Technology Progress Award [2]

Summary of Key Points from the Conference Call Company Overview - **Company**: 科拓生物 (Keto Bio) - **Industry**: Probiotics - **Market Size**: The domestic probiotics market has exceeded 100 billion, with significant growth potential as per capita consumption is much lower than overseas markets [2][11] Core Insights and Arguments - **Market Growth**: The probiotics market is driven by increasing consumer awareness and clinical trial support, with a shift from imported brands to local brands due to better alignment with local needs [2][3] - **Production Capacity**: The new factory in Inner Mongolia is expected to significantly enhance production capacity, with projected revenues of around 600 million by 2027 [2][4] - **C-end Brand Development**: The company has incubated C-end brands, 乌卡实验室 (Uka Lab) and MBB, with Uka Lab expected to generate 1.5 billion in revenue next year and MBB projected to reach 200-500 million [2][5][6] - **Business Structure Adjustment**: Probiotics have become the main growth driver, accounting for over 70% of revenue, while the contribution from food additives has decreased [2][7] Industry Dynamics - **Market Potential**: The probiotics industry is seen as a blue ocean market with significant growth potential due to increasing health-conscious consumer behavior and aging population [3][11] - **Consumer Shift**: There is a notable shift in consumer preference from imported brands to domestic brands, driven by the recognition of the benefits of probiotics for gut health and other areas [3][12] - **Competition**: The company has established a strong competitive position through extensive R&D, clinical trials, and partnerships with well-known brands [16][20] Financial Projections - **Revenue Forecast**: By 2027, total revenue is expected to reach approximately 760 million, with a net profit of around 200 million [3][21] - **Market Valuation**: The company’s valuation is projected to exceed 5 billion, with potential for doubling based on the performance of C-end brands and overall market growth [21][22] Additional Important Insights - **R&D and Technology**: The company has a robust R&D team and the largest lactic acid bacteria resource library globally, which supports its competitive edge [15][16] - **Impact of Trade Policies**: The trade war has prompted domestic brands to seek local alternatives, benefiting the company due to its cost advantages and product quality [17] - **Production Expansion**: The new Inner Mongolia factory is set to become the largest probiotics factory in Asia, significantly increasing the company's production capacity [4][18] Conclusion - **Long-term Growth Potential**: The company is well-positioned for long-term growth in the probiotics market, with strong fundamentals, a diversified product portfolio, and a strategic focus on local consumer needs [2][20]

Core Viewpoint - The A-share market has seen a strong performance in the food sector, with several stocks experiencing significant gains, indicating positive market sentiment towards food companies [1]. Summary by Category Stock Performance - Sanyuan Foods (三元股份) reached the daily limit with a 9.97% increase, bringing its total market value to 9.944 billion [2]. - Anjuke Foods (安井食品) rose by 6.23%, with a market capitalization of 27.3 billion [2]. - Ketaobiotech (科拓生物) increased by 5.42%, with a total market value of 4.975 billion [2]. - Ganyuan Foods (甘源食品) saw a 4.24% rise, with a market capitalization of 5.816 billion [2]. - Tianwei Foods (天味食品) grew by 4.18%, with a total market value of 14.3 billion [2]. - ST Jiajia (ST加加) increased by 4.05%, with a market capitalization of 8.87 billion [2]. - Jiabiou (嘉必优) rose by 3.56%, with a total market value of 4.401 billion [2]. - XD Zhu Laoliu (XD朱老六) increased by 2.31%, with a market capitalization of 2.704 billion [2]. - Pinwu Foods (品屋食品) saw a 2.12% rise, with a total market value of 3.814 billion [2]. Year-to-Date Performance - Sanyuan Foods has a year-to-date increase of 50.78% [2]. - Anjuke Foods has increased by 5.31% year-to-date [2]. - Ketaobiotech has a year-to-date increase of 32.45% [2]. - Ganyuan Foods has decreased by 30.79% year-to-date [2]. - Tianwei Foods has increased by 5.96% year-to-date [2]. - ST Jiajia has a year-to-date increase of 62.79% [2]. - Jiabiou has increased by 38.53% year-to-date [2]. - XD Zhu Laoliu has a year-to-date increase of 34.56% [2]. - Pinwu Foods has increased by 19.50% year-to-date [2].