Group 1: Company Performance and Market Conditions - The company is currently preparing for the launch of a glucose syrup production project with an annual capacity of 80,000 tons, which is still in the preparatory stage [6] - The company reported a significant impact from the EU's anti-dumping tariffs, with a 156.7% increase in tariffs affecting sales [3] - The company is actively seeking to diversify its market presence, particularly in Southeast Asia, South Korea, and Japan, to reduce reliance on the EU and US markets [8] Group 2: Product Development and Market Strategy - The company is focusing on the development of alternative sweeteners, such as allulose and tagatose, to meet the growing demand for healthier options [9] - The production capacity for allulose is currently 10,000 tons, with plans for an additional 10,000 tons under construction [19] - The company aims to capture a potential market of 770,000 tons per year by replacing just 1% of the global sugar consumption of 77 million tons [23] Group 3: Financial and Investment Strategies - The company has a high per-share reserve of 17.3859 yuan and is considering stock conversion options to enhance liquidity [8] - The company is exploring acquisition opportunities to strengthen its position in the synthetic biology sector and enhance its competitive edge [11] - The company is committed to maintaining its current production capacity for erythritol despite ongoing technological upgrades [20] Group 4: Regulatory and Compliance Issues - The company is closely monitoring the US anti-dumping investigation, with initial rulings expected by July 11, 2025 [4] - The company is adjusting its production processes in response to EU anti-dumping regulations and is working with legal experts to navigate these challenges [9] - The company is actively engaging with US clients to capitalize on recent tariff adjustments, aiming to secure more orders [18]

Group 1 - Vanke A received a loan of 1.552 billion yuan from its largest shareholder, Shenzhen Metro Group, to repay the principal and interest of publicly issued bonds, with a loan term of 36 months and an annual interest rate of 2.34%, lower than the 1-year LPR [2] - Chengfei Integration announced that its stock has been on a six-day trading limit, confirming that there are no undisclosed significant matters affecting the company [3] - Dongpeng Beverage's shareholder, Kunpeng Investment, reduced its shareholding from 6.44% to 5.43%, a decrease of 1.01 percentage points, through trading activities [4] Group 2 - Baofeng Energy plans to repurchase shares worth between 1 billion and 2 billion yuan, with a maximum repurchase price of 22.80 yuan per share [7] - Huakayi Yibai announced that shareholders plan to reduce their holdings by up to 3% of the company's total shares [6] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for its life insurance subsidiary, totaling 115.359 billion yuan [22]

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 ...

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 ...

Core Insights - The company aims to enhance its market competitiveness in the food, nutrition, and beauty sectors by investing in Peisheng Biotechnology to promote the application of new raw materials in consumer products [1][2] - The establishment of Beijing Kaiyuan Juliy aims to leverage the capital and talent resources in the capital city to improve the company's professional capabilities in business expansion and capital operations, driving a dual strategy of "industry + capital" [1] Product Pricing and Market Strategy - The sales prices of products such as erythritol, blended sugars, and allulose will fluctuate based on specifications, business conditions, and market competition, with a dynamic adjustment throughout the year [1] - The company has a competitive edge in production technology and cost control for tagatose, which is currently in an active promotion phase, with market pricing being continuously optimized based on market feedback [1] New Product Development - The company is committed to innovation-driven growth, focusing on synthetic biology and advancing new product research and industrialization [2] - A new 10,000-ton production line for allulose is under rapid construction, aiming to secure a first-mover advantage in the fast-growing market once approved for domestic use [2] - The existing 85,000-ton erythritol production line is undergoing upgrades to enable flexible manufacturing capabilities across multiple products, significantly reducing new product line construction costs and enhancing market responsiveness [2] - The company is optimizing production processes for high-activity biological raw materials like glycerol glycosides and sweet tea glycosides, with plans for small-scale production based on technology maturity and market demand [2]

Group 1: Company Strategy and Investments - The core purpose of investing in Peisheng Biotechnology is to promote the application of new raw materials in C-end products, enhancing market competitiveness in food, nutrition, and beauty sectors [4] - The establishment of Beijing Kaiyuan Juliy aims to leverage talent and resources in the capital to enhance business expansion and capital operation professionalism [4] Group 2: Production Capacity and Flexibility - The 85,000-ton project is an upgrade of the existing erythritol production line, enabling flexible manufacturing of multiple products based on market demand [4] - The 80,000-ton project focuses on upstream integration, producing liquid glucose from corn, ensuring stable raw material supply for various products [4] Group 3: Employee Stability - The number of employees remains stable, with no layoffs reported, emphasizing talent cultivation and a supportive work environment [4] Group 4: Market Performance and Sales - Erythritol revenue was 515.4 million yuan, with a sales price exceeding 10,000 yuan/ton, leading to a sales volume of less than 50,000 tons due to industry competition and EU anti-dumping measures [7] - Domestic market sales increased by 70.23% year-on-year, with the number of domestic distributors rising by 117, reflecting the growing demand for reduced sugar products [9] Group 5: Regulatory Challenges - The EU imposed a 156.7% anti-dumping duty on the company's products, effective for five years, prompting adjustments in production processes to comply with cost assessment rules [10] - The company is actively responding to the US "double anti" investigation, which has impacted sales in the US market, and is developing contingency plans [14] Group 6: Product Development and Innovation - The second 10,000-ton production line for allulose is under rapid construction, aiming to capture market share once approved for domestic use [13] - The company is enhancing production processes for high-activity biological raw materials, expanding its product range beyond erythritol [13] Group 7: Future Outlook and Shareholder Returns - The company has a three-year shareholder return plan (2024-2026) focusing on stable profit distribution while considering profitability and cash flow [7] - The company aims to diversify its market strategy, reducing reliance on single markets and enhancing resilience against policy risks [15]

| | | 2023 年 | | 本年比上年增 | 2022 | | --- | --- | --- | --- | --- | --- | | | 2024 年 | | | 减 | | | | | 调整前 | 调整后 | 调整后 | 调整前 | | 营业收入 (元) | 712.904.207.78 | 499.500.775.41 | 499.500.775.41 | 42.72% | 674.905.595.63 | | 归属于上市公 司股东的净利 | 104.951,340.17 | 58,874,449.10 | 55.981.918.44 | 87.47% | 163.686.641.34 | | 润(元) | | | | | | | 归属于上市公 司股东的扣除 非经常性损益 的净利润 | 102.481.790.83 | 57.682.647.72 | 54.790.117.06 | 87.04% | 162,331,457.53 | | (元) | | | | | | | 经营活动产生 的现金流量净 | -13,649,510.39 | 57.310.770.18 | 57.310.770.1 ...

证券代码：301206 证券简称：三元生物 公告编号：2025-047 山东三元生物科技股份有限公司 1 / 2 截至 2025 年 4 月 30 日，公司通过股票回购专用账户以集中竞价交易方式累 计回购公司股份 1,875,700 股，占公司总股本的 0.93%，最高成交价为 27.85 元/ 股，最低成交价为 23.51 元/股，累计成交总金额为 47,496,804.91 元（不含交易 费用）。本次回购进展符合公司回购股份方案及相关法律法规的要求。 二、其他说明 公司回购股份时间、回购股份数量、回购股份价格及集中竞价交易的委托时 段等均符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》第十 七条、十八条及公司回购股份方案的相关规定，具体如下： 1、公司未在下列期间内回购公司股份： 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公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 山东三元生物科技股份有限公司（以下简称"公司"） 于 2024 年 7 月 8 日 召开了第四届董事会第二十三次会议，会议审议通过了《关于回购公司股份方案 的议案》，同意公司使用自有资金以集 ...