Kingdomway(SZ:002626) 合成生物学与绿色生物制造·2025-07-27 12:40Core Viewpoint - The company Jindawei expects a significant increase in net profit for the first half of 2025, driven by sales growth in Coenzyme Q10, Vitamin A, and domestic health products [1][3]. Group 1: Financial Performance - Jindawei anticipates a net profit attributable to shareholders of 221 million to 260 million yuan for the first half of 2025, representing a year-on-year growth of 70% to 100% [1]. - The expected non-net profit is projected to be between 220 million and 259 million yuan, also reflecting a year-on-year increase of 70% to 100% [1]. - The basic earnings per share are estimated to be between 0.36 yuan and 0.42 yuan [1]. Group 2: Business Overview - Jindawei primarily engages in the research, production, and sales of nutritional health foods and feed additives, with a high export ratio for raw materials [3]. - The company operates in both upstream raw material supply and downstream brand operation, making it a rare full-industry chain player in the health food sector [5]. Group 3: Product Development - In the raw material sector, Jindawei utilizes synthetic biology for large-scale production of products like Coenzyme Q10, NMN, and DHA, among others [4]. - The company holds the largest global market share in Coenzyme Q10, benefiting from cost and scale advantages [4]. - Jindawei is focused on reducing production costs for products like astaxanthin and DHA to enhance market competitiveness [4]. Group 4: Marketing Strategy - The company plans to leverage market insights and resource integration to develop product strategies and create market-leading products [6]. - Jindawei aims to enhance its operational capabilities and increase its market share in domestic health products by utilizing its advantages in raw material research and production [5].