嘉必优2025上半年净利预增57.61%

Core Viewpoint - The company, Jia Bi You, is expected to achieve significant revenue and profit growth in the first half of 2025, driven by increased sales of its core products and the recent approval of its product, N-acetylneuraminic acid, for use in cosmetics and food [1][4][5]. Financial Performance - Jia Bi You anticipates a revenue of approximately 307 million yuan for the first half of 2025, representing a year-on-year increase of about 17.59% [1][2]. - The company expects a net profit attributable to shareholders of around 107 million yuan, reflecting a growth of 57.61% compared to the same period in 2024 [1][2]. - In the first quarter of 2025, Jia Bi You reported a revenue of 156 million yuan, a year-on-year increase of 33.28%, and a net profit of approximately 44.99 million yuan, up 85.07% year-on-year [2][3]. Product Development and Market Position - The increase in revenue is primarily attributed to higher sales of core products ARA and DHA, along with improved production efficiency and optimized product and customer structures [3]. - Jia Bi You's gross margin for 2024 was 43.61%, an increase of 1.22 percentage points year-on-year, while the net profit margin was 21.62%, up 2.16 percentage points from the previous year [2]. Regulatory Approval and Market Expansion - N-acetylneuraminic acid, a product of Jia Bi You's subsidiary, Zhongke Guanggu, has been officially included in the cosmetics raw material directory, marking a significant regulatory milestone [4][5]. - This approval allows Jia Bi You to leverage its technological advantages in synthetic biology to innovate within the health and beauty sectors, potentially leading to new trends in the industry [5]. - The company is also advancing its capabilities through the acquisition of Ouyi Biotechnology, aiming to enhance its technical service offerings and create an integrated service platform [5].