智通财经5月14日电，美国商务部发布公告，对进口自中国的赤藓糖醇（Erythritol）作出反补贴初裁， 初步裁定保龄宝生物股份有限公司（Baolingbao Biology Co., Ltd.）税率为3.29%、山东三元生物科技股 份有限公司（Shandong Sanyuan Biotechnology Co., Ltd. ）税率为3.49%，中国其他生产商/出口商的税率 为3.47%。2025年1月2日，美国商务部宣布对进口自中国的赤藓糖醇发起反倾销和反补贴调查。 美国作出赤藓糖醇反补贴初裁 ...

智通财经5月14日电，三元生物(301206.SZ)公告称，美国商务部于2025年5月13日公布了对原产于中国 的赤藓糖醇产品反补贴调查的初裁结果，公司作为强制应诉企业，适用3.49%的反补贴税。目前，反补 贴调查尚未结束，上述结果仅为初裁结果，美国商务部尚需进一步核查后作出最终裁定。本次美国的反 倾销和反补贴调查对公司在美市场的销售造成了一定影响，公司正在采取多种措施积极应对。 三元生物：公司作为强制应诉企业适用3.49%的反补贴税 ...

证券代码：301206 证券简称：三元生物 公告编号：2025-050 山东三元生物科技股份有限公司 关于美国对中国赤藓糖醇反补贴调查初裁结果的公告 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。 山东三元生物科技股份有限公司（以下简称"公司"）于近日获悉，美国商 务部 2025 年 5 月 13 日公布了对原产于中国的赤藓糖醇产品反补贴调查的初裁结 果。现将具体情况公告如下： 一、情况介绍 美国生产商 Cargill, Incorporated 公司于美国时间 2024 年 12 月 13 日向美国 商务部和美国国际贸易委员会提交申请，要求对原产于中国的赤藓糖醇产品启动 反倾销和反补贴调查。本次涉案产品在美国协调关税表（HTSUS）中的分类为 子目 2905.49.4000 和 2106.90.9998（前述税则号仅供参考，产品是否涉案，具体 应以产品范围描述为准）。其中，反补贴调查的调查期为 2023 年 1 月 1 日至 2023 年 12 月 31 日。具体内容详见公司于 2024 年 12 月 17 日、2025 年 2 月 6 日在巨 潮资讯网（w ...

证券代码：301206 证券简称：三元生物 公告编号：2025-049 山东三元生物科技股份有限公司 关于持股 5%以上股东权益变动至 5%以下并触及 1% 整数倍的提示性公告 公司持股 5%以上股东山东鲁信祺晟投资管理有限公司-山东省鲁信资本市 场发展股权投资基金合伙企业（有限合伙）保证向本公司提供的信息内容真实、 准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动为山东三元生物科技股份有限公司（以下简称"公司"）持 股 5%以上股东山东鲁信祺晟投资管理有限公司-山东省鲁信资本市场发展股权 投资基金合伙企业（有限合伙）（以下简称"鲁信资本"）减持股份，不触及要 约收购。 2、本次权益变动后，鲁信资本持有公司 10,116,250 股，占公司总股本的 4.99998%，占剔除公司回购专用证券账户股份后总股本的 5.04677%（按公司总 股本 202,325,700 股剔除回购股份 1,875,700 股后的总股本 200,450,000 股计算）， 不再是公司持股 5%以上股东。 3、本次权益变动不会导致公司控股 ...

山东三元生物科技股份有限公司 简式权益变动报告书 上市公司名称：山东三元生物科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：三元生物 股票代码：301206 信息披露义务人：山东省鲁信资本市场发展股权投资基金合伙企业（有限合 伙） 住所：山东省淄博市高新区鲁泰大道 51 号高分子创新园 A 座 2312 房间 通讯地址：山东省济南市历下区奥体西路 2788 号鲁信集团 26 层 股份变动性质：股份减少（持股比例减少至 5%以下） 签署日期：2025 年 5 月 13 日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与 格式准则第 15 号——权益变动报告书》及相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在山东三元生物科技股份有限公司中拥有权 益的股份变动情况。 截至本报告 ...

Group 1 - The sugar substitute concept declined by 0.82%, ranking among the top declines in the concept sector, with companies like Baolingbao, Bailong Chuangyuan, and Chenguang Biotech experiencing significant drops [1][2] - Among the sugar substitute stocks, 8 saw price increases, with Zhonghua International, Luxin Investment, and Xinghu Technology rising by 1.37%, 1.34%, and 1.09% respectively [1][2] - The sugar substitute sector experienced a net outflow of 118 million yuan, with 17 stocks seeing net outflows, and 5 stocks with outflows exceeding 10 million yuan, led by Jinhai Biological with a net outflow of 44.98 million yuan [2][3] Group 2 - The top net inflow stocks in the sugar substitute sector included Jinhai Industrial, Rhine Biological, and Shengquan Group, with net inflows of 16.36 million yuan, 12.29 million yuan, and 5.05 million yuan respectively [2][3] - The outflow leaderboard for the sugar substitute sector featured Jinhai Biological, Yasheng Group, and Baolingbao, with respective outflows of 44.98 million yuan, 25.20 million yuan, and 22.92 million yuan [2][3] - The trading activity in the sugar substitute sector showed varied turnover rates, with Baolingbao at 14.36% and Jinhai Biological at 6.48% [2][3]

为进一步加强与投资者的互动交流，山东三元生物科技股份有限公司（以下 简称"公司"）将参加由山东证监局、山东上市公司协会与深圳市全景网络有限 公司联合举办的"2025 年山东辖区上市公司投资者网上集体接待日活动"，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（名称：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 5 月 15 日（周四）15:00-16:30。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、融资计 划、股权激励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 山东三元生物科技股份有限公司 证券代码：301206 证券简称：三元生物 公告编号：2025-048 山东三元生物科技股份有限公司 关于参加 2025 年山东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。 董事会 2025 年 5 月 13 ...

Summary of Conference Call on D-Allulose Industry Overview - The focus is on the D-Allulose market, a new segment within the sugar substitute industry, which is gaining traction due to recent policy support and health trends [1][2]. Key Points and Arguments 1. **Policy Support**: The Ministry of Commerce and the National Health Commission, along with 12 other departments, issued a notice promoting healthy consumption, emphasizing dietary guidance for patients with hypertension, type 2 diabetes, hyperlipidemia, and obesity. This highlights the importance of health-focused food products like D-Allulose [1]. 2. **Health Benefits**: D-Allulose is recognized for its potential to lower blood pressure and lipid levels, as well as its role in preventing type 2 diabetes, aligning with the government's health initiatives [1]. 3. **Regulatory Approval**: The National Health Commission completed a public consultation on D-Allulose on April 20, marking its path towards compliance and potential market entry [1]. 4. **Market Potential**: D-Allulose is expected to replace existing sugar substitutes in beverages and food, indicating a significant market opportunity. The global approval history of D-Allulose spans 14 years, with countries like the USA, Japan, Mexico, Canada, South Korea, and Australia recognizing it as a food ingredient [2]. 5. **GRAS Status**: D-Allulose is classified as GRAS (Generally Recognized As Safe) by FEMA, allowing its use in beverages and dairy products, further enhancing its marketability [2]. 6. **Health Advantages**: In addition to its sweetening properties, D-Allulose offers benefits such as promoting the Maillard reaction, lowering blood sugar and lipid levels, aiding liver detoxification, and preventing obesity and type 2 diabetes [2]. 7. **Company Developments**: - **Baolingbao**: Currently constructing a 30,000-ton D-Allulose project, which will be actively promoted for consumer sales once approved for domestic use [3]. - **Bailong Chuangyuan**: Has a crystallized sugar project with an annual capacity of 15,000 tons, which can produce 5,000 tons of D-Allulose [3]. Additional Important Information - D-Allulose is positioned as a new star among sweeteners, with no reported side effects and the ability to release GLP-1, which can combat obesity and diabetes [2]. - Companies to watch in this sector include Bailong Chuangyuan, Baolingbao, Sanyuan Biological, and Huakang Co. [2].

Summary of Conference Call Records Industry Overview - The records focus on the **sugar substitute industry**, specifically the emerging segment of **D-Allulose** as a health-oriented sweetener. The industry is experiencing significant regulatory changes and market opportunities due to new health consumption policies in China [1][2]. Key Points and Arguments - The **Ministry of Commerce and the National Health Commission** of China, along with 12 other departments, issued a notice on promoting health consumption, emphasizing the need to improve healthy dietary consumption levels. This includes guidance for healthcare institutions to provide dietary and exercise advice for patients with hypertension, type 2 diabetes, hyperlipidemia, and obesity [1][2]. - The notice highlights the importance of **food health products**, indicating a high level of attention towards health-oriented sweeteners like **D-Allulose**, which has benefits in lowering blood pressure, reducing lipids, and preventing type 2 diabetes [1][2]. - D-Allulose is on the verge of regulatory approval in China, marking a significant milestone for the domestic sugar substitute market. The product has a long history of approval in other countries, including the United States, Japan, Mexico, Canada, South Korea, and Australia/New Zealand [3]. - D-Allulose is recognized as a **GRAS (Generally Recognized As Safe)** product by FEMA, allowing its use in beverages and dairy products. Canada has also approved it as a natural health product ingredient [3]. - The product not only shares the advantages of **Erythritol** but also promotes the Maillard reaction, lowers blood sugar and lipids, aids liver detoxification, and helps prevent obesity and type 2 diabetes [3]. Company Insights - **Baolingbao** is currently constructing a **30,000-ton D-Allulose project**, which is in the building phase. The company plans to actively promote sales to consumers once D-Allulose is approved for use in China [4]. - **Bailong Chuangyuan** has a **15,000-ton crystalline sugar project** that can produce **5,000 tons of D-Allulose** [4]. Additional Important Content - The records suggest that D-Allulose is emerging as a new star among sweeteners, with no reported side effects. It has similar effects to GLP-1 (glucagon-like peptide-1), which can help combat obesity and diabetes [3]. - The market potential for D-Allulose is vast, as it is expected to replace existing sugar substitutes in beverages and food products, indicating a significant growth trend in the industry [3]. Conclusion - The regulatory environment is becoming increasingly favorable for D-Allulose, positioning it as a key player in the health-oriented sweetener market. Companies like Baolingbao and Bailong Chuangyuan are poised to capitalize on this trend, potentially leading to substantial market growth and investment opportunities in the sector [3][4].

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