植提类业务收入与毛利额同比双升 晨光生物预计25年度扣非净利同比增长519.13%-643.41%

Core Viewpoint - The company, Chenguang Biotech (300138.SZ), forecasts significant growth in its 2025 performance, with expected revenue of approximately 6.6 billion yuan and a net profit attributable to shareholders ranging from 350 million to 405 million yuan, representing a year-on-year increase of 272.14% to 330.62% [1] Group 1: Performance Forecast - The company anticipates a substantial increase in net profit, with a projected range of 350 million to 405 million yuan, indicating a growth rate of 272.14% to 330.62% year-on-year [1] - The expected net profit after deducting non-recurring gains and losses is estimated to be between 274 million and 329 million yuan, with a remarkable year-on-year growth of 519.13% to 643.41% [1] Group 2: Business Performance Drivers - The core driver of the high growth is the strong performance of the company's main plant extraction business, which is expected to see both revenue and gross profit increase year-on-year [1] - Chenguang Biotech maintains a leading position in the global plant extraction sector, with sales of its core product, capsicum red pigment, exceeding 10,000 tons, reflecting a year-on-year increase of approximately 27% [1] - The high-value product, capsicum extract, has shown even more impressive growth, with sales reaching about 2,900 tons, a surge of 65% year-on-year, becoming a key engine for the growth of the plant extraction business [1] Group 3: Other Business Segments - In addition to the plant extraction business, the improvement in the profitability of the cottonseed business has also contributed significantly to the overall performance growth [2] - The company plans to focus on processing rather than trading in the cottonseed business, with expected revenue of about 2.9 billion yuan, which represents a decline year-on-year; however, the recovery in industry conditions has led to a return to profitability [2] - The company has achieved simultaneous growth in scale and profitability through core product expansion, business structure optimization, and industry recovery [2]