安琪酵母股份有限公司2025年半年度业绩说明会召开情况的公告

Core Viewpoint - Anqihome Yeast Co., Ltd. held its 2025 semi-annual performance briefing on August 19, 2025, to discuss its financial results and future outlook with investors [1] Group 1: Performance Overview - In the first half of 2025, the company achieved overseas revenue of 3.462 billion yuan, a year-on-year increase of 22.60%, while domestic revenue was 4.404 billion yuan, growing by 2.07% [2] - The company aims to become the "world's leading yeast enterprise and an internationally renowned biotechnology company," focusing on high-quality development and driving growth through market-centered strategies [2] Group 2: Market Insights - The global yeast consumption market is experiencing uneven growth, with mature markets in Europe, America, and Oceania showing limited growth potential, while regions like Africa, the Middle East, and Asia-Pacific are witnessing rapid development due to population growth and the rise of the baking industry [2] - The company is actively promoting yeast protein as a new product, which has found applications in health products and is expanding into beverages, dairy, and meat products [2] Group 3: Cost and Pricing Strategy - The company attributes improvements in gross margin to factors such as declining raw material costs and product structure optimization [4] - Sugar molasses procurement is primarily concentrated from November to April, with the company adjusting its purchasing strategy based on market conditions and logistics costs [4]