嘉必优受益新国标 2025前三季归母净利预增53.77%

Core Viewpoint - The company, Jiabiyou, is experiencing significant growth in its financial performance, with a notable increase in net profit and revenue driven by strong demand for its ARA and DHA products in both domestic and international markets [1][2]. Financial Performance - For the first three quarters of 2025, Jiabiyou expects to achieve a net profit of approximately 129 million yuan, representing a 53.77% increase compared to the same period in 2024 [1][2]. - The company anticipates a revenue of about 428 million yuan for the same period, reflecting a growth of 10.55% year-on-year [2]. - The net profit attributable to the parent company for 2024 was reported at 124 million yuan, showing a year-on-year increase of 35.94% [1]. Product Performance - The increase in revenue is primarily attributed to the rising sales of ARA and DHA products, alongside improvements in production efficiency and optimization of product and customer structures [2]. - The demand for DHA products is steadily increasing due to the replacement of old national standards with new ones and the recovery of the maternal and infant consumption market driven by fertility subsidies [2]. - Jiabiyou's core products, ARA and DHA, are expected to maintain their leading positions in the market, benefiting from both domestic and international growth opportunities [2].