证券日报网讯2月24日，亚香股份（301220）在互动平台回答投资者提问时表示，截至2026年2月10日公 司共有股东9300余户。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，亚香股份在互动平台回答投资者提问时表示，截至2026年2月13日公司共有股 东9300余户。 ...

Investment Rating - The industry rating is "Overweight" [3] Core Insights - The report highlights the ongoing active research in life sciences and the rapid integration of biotechnology into economic and social development, providing innovative solutions to major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for the Development of the Bioeconomy," indicating a trillion-yuan market potential in the bioeconomy sector [3][4]. Industry Performance - The Huazhong Synthetic Biology Index increased by 0.11% to 1278.44 during the week of February 2-6, 2026, outperforming the Shanghai Composite Index by 1.39 percentage points and the ChiNext Index by 3.40 percentage points [4]. - The report notes that the synthetic biology sector is experiencing a policy dividend, with Shenzhen proposing up to 100 million yuan in support for R&D efforts in the field [8]. Company Developments - Beijing Huaguan Bio completed a multi-hundred million yuan C-round financing to enhance its R&D and production capabilities in the pharmaceutical and health sectors [32]. - Dejin Bio secured several million yuan in A-round financing to advance its recombinant botulinum toxin clinical research and international expansion [33]. - The report mentions that Impossible Foods is leveraging technology to reshape the plant protein market [11]. Market Dynamics - The report indicates that the synthetic biology sector is witnessing a surge in financing, with nearly a hundred companies completing new funding rounds since 2025 [31]. - The top five companies in the synthetic biology sector by stock performance during the week were Pingtan Development (+12%), Jinbo Bio (+12%), Huaxi Bio (+12%), Shandong Heda (+10%), and Yaxiang Co. (+10%) [17]. Policy and Regulatory Developments - The Ministry of Industry and Information Technology announced 35 examples of non-grain bio-based materials, marking a significant step towards establishing a new green development framework [7]. - The National Health Commission approved 22 new food items, including a significant breakthrough in domestic human milk oligosaccharides (HMOs) production [7]. Research and Innovation - Tsinghua University has initiated a national key R&D project focused on the intelligent design principles of efficient microbial chassis cells, aiming for breakthroughs in both fundamental theory and application demonstration [9]. - The report highlights the strategic cooperation between Tianjin University and China National Petroleum Corporation to expand efforts in synthetic biology and related fields [9].

Group 1 - The company, Yaxiang Co., Ltd. (stock code: 301220), reported that as of January 30, 2026, it has over 9,400 shareholders [1]

Core Viewpoint - The company, Yaxiang Co., is currently in good operational condition and expects steady growth in sales due to the successful production launch of its Thai manufacturing base and increasing capacity since 2025 [2] Group 1: Operational Performance - The company is focused on enhancing internal management capabilities and performance levels [2] - Short-term profitability is significantly influenced by industry competition, domestic and international economic conditions, and changes in international trade policies [2] Group 2: Strategic Initiatives - The company aims to maintain long-term cooperative relationships with global clients [2] - Efforts are being made to improve operational management, reduce costs, and enhance efficiency [2] - The company is investing heavily in research and development of new technologies and expanding its product offerings [2]

Core Viewpoint - On February 4, Yaxiang Co., Ltd. executed a block trade of 1 million shares, amounting to 32.5 million yuan, which represented 43.46% of the total trading volume for the day, with a transaction price of 32.5 yuan, reflecting an 11.64% discount compared to the market closing price of 36.78 yuan [1][2]. Summary by Categories - **Transaction Details** - The block trade involved 1 million shares of Yaxiang Co., Ltd. at a price of 32.5 yuan per share [1][2]. - The total transaction value was 32.5 million yuan [1][2]. - This transaction accounted for 43.46% of the total trading volume on that day [1]. - **Price Comparison** - The transaction price of 32.5 yuan was 11.64% lower than the market closing price of 36.78 yuan [1].

Group 1 - The core point of the article is that Yaxiang Co., Ltd. executed a block trade of 1.2 million shares on February 2, with a transaction value of 39 million yuan, representing 30.63% of the total trading volume for that day, at a price of 32.5 yuan, which is a discount of 10.96% compared to the market closing price of 36.5 yuan [1][2] Group 2 - The transaction details include a trading date of February 2, 2026, with the stock code 301220 for Yaxiang Co., Ltd., a transaction price of 32.50 yuan, a trading volume of 1.2 million shares, and a total transaction amount of 39 million yuan [2] - The buyer's brokerage firm is Dazhong Securities Co., Ltd., while the seller's brokerage firm is CITIC Securities Co., Ltd. [2]

Core Viewpoint - The company is currently in the early stages of the construction of its Thailand Phase III project, which has been delayed from its original timeline. Future progress will be adjusted based on new product development, market demand, and customer needs [1]. Group 1 - The Thailand Phase III project construction is still in the initial phase and has been postponed from the end of last year [1]. - Future developments of the project will depend on the progress of new product research and mass production, as well as market and customer demand [1]. - The company will comply with legal disclosure obligations if any relevant progress meets the standards for information disclosure [1].

Core Viewpoint - The company, Yaxiang Co., Ltd., expects a significant increase in net profit for the fiscal year 2025, projecting a range between 114.14 million and 164.36 million yuan, which represents a growth of 104.91% to 195.06% compared to the previous year [1] Financial Projections - The projected net profit for 2025 is estimated to be between 114.14 million yuan and 164.36 million yuan [1] - This forecast indicates a substantial year-on-year growth rate ranging from 104.91% to 195.06% [1]

Core Viewpoint - The company expects a significant increase in net profit for 2025, driven by the successful operation of its Thailand production base and stable demand for its main products in overseas markets [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is between 114.14 million yuan and 164.36 million yuan, representing a year-on-year growth of 104.91% to 195.06% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 72.85 million yuan and 104.90 million yuan, indicating a growth of 31.91% to 89.96% compared to the previous year [1] Operational Highlights - The Thailand subsidiary is anticipated to see steady growth in both production and shipment volumes starting from the second quarter of 2025, leading to enhanced profitability due to scale effects [1] - The demand for the company's main product, natural vanillin, in overseas markets is expected to maintain stable growth, supported by a healthy order backlog [1] - Product sales prices are experiencing a short-term rapid increase due to market supply-demand dynamics and global trade barriers [1]