登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600298 证券简称：安琪酵母 公告编号：2025-078号 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 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 安琪酵母股份有限公司（以下简称公司）于2025年8月19日（星期二）9:30-10:30在上海证券交易所上证 路演中心（网址：http://roadshow.sseinfo.com/），以视频直播和网络文字互动方式召开了2025年半年度 业绩说明会。关于本次业绩说明会的召开事项，详见公司于2025年8月12日在上海证券交易所网站 （www.sse.com.cn）上披露的《安琪酵母股份有限公司关于召开2025年半年度业绩说明会的公告》 （2025-071号）。现将召开情况公告如下： 问题2：管理层好，请问如何看待上半年业绩，国内个位数增长，国外取得双位数增长，未来预期如 何？国内消费环境会更差吗？海外收入增速能否持续？ 一、业绩说明会召开情况 2025年8月19日，公司董事长熊涛、总经理肖明华、独 ...

Core Insights - The core theme of the event was the transition from "entrepreneur" to "entrepreneur-investor," emphasizing a dual approach of solidifying core business while leveraging capital for growth [1][3][6]. Group 1: Transformation Necessity - In the current era of rapid technological advancement and evolving business models, traditional single-operation thinking is inadequate for addressing complex challenges [3]. - The concept of "entrepreneur-investor" is not about abandoning core business but rather enhancing it with a broader perspective to embrace capital power, creating a "dual engine" for risk mitigation and opportunity capture [3][6]. - Transformation is framed as a mandatory response for business survival rather than an optional choice, with historical examples illustrating the consequences of neglecting future planning [3]. Group 2: Pathway to Entrepreneur-Investor - Successful transition to becoming an "entrepreneur-investor" hinges on a deep understanding of risks and opportunities, adherence to long-term value principles, and precise collaboration models [6]. - Utilizing professional third-party platforms with robust mechanisms and transparent processes is highlighted as an effective strategy for entrepreneurs to transition smoothly and efficiently [6]. Group 3: Future Trends and Strategic Vision - Looking ahead 10 to 20 years, significant trends such as artificial intelligence, unlimited energy, and biotechnology are expected to disrupt global business landscapes [7]. - Entrepreneurs are encouraged to recognize the profound impacts of these trends and adopt an open mindset to embrace change, ensuring sustainable development [7]. - The upgrade from "entrepreneur" to "entrepreneur-investor" is described as a shift in role and a strategic choice for future survival, moving from "single operation" to "diverse coexistence" [7].

长江商报消息 ●长江商报记者 徐靓丽 持续加大品牌投入，安琪酵母业绩稳健增长。 公司持续加大品牌投入，深化精准营销，围绕酵母、酵母抽提物、酵母蛋白等核心业务加强传播。"安 琪"品牌价值持续提升至202.68亿元，品牌强度达到914，两项指标均蝉联国内食品加工制造类目第一 位，成功入围工信部首批中国消费名品名单。 报告期内，安琪酵母申请专利92件，其中发明专利61件，获得专利授权49件。截至2025年6月30日，公 司共申请专利1625件。 海外收入维持高速增长 安琪酵母（600298.SH）近日发布2025年半年度报告，2025年上半年公司实现营收约79.0亿元，同比上 升10.1%；归母净利润7.99亿元，同比上升15.7%。 近年来，安琪酵母积极"出海"，通过拓展国际市场来提升其全球竞争力。2025年第二季度，安琪酵母海 外收入同比增长22.3%，延续高增长态势。 品牌价值超200亿 安琪酵母是全球第二大酵母公司，公司在湖北宜昌、广西柳州和崇左、内蒙古赤峰等地以及两个海外国 家建有16个酵母工厂，酵母系列产品总产能超过45万吨，在国内市场占比55%，全球的市场占比超 20%，产品出口170多个国家和地区。 ...

Group 1 - Nearly 100 ZhiYuan robots have been deployed at Fulin Precision Engineering Co., marking the first large-scale implementation of this type of robot in global smart manufacturing [2] - The Long March 5B Yao 8 rocket successfully launched a group of low-orbit satellite internet satellites, contributing to China's space capabilities [2] - Archer Aviation is advancing its air taxi production plan, aiming to provide services for the 2028 Olympics and accelerating commercial operations in the UAE [2] - China has developed the world's first intelligent breeding robot capable of automatic hybrid pollination, significantly reducing breeding costs and time [2] - A team from the University of Science and Technology of China has constructed the world's largest defect-free atomic quantum computing system, setting a new record for neutral atom arrays [2]

Group 1 - China Resources Pharmaceutical (03320) announced a collaboration to establish a fund with an expected scale of RMB 500 million [1] - The fund is anticipated to focus on high-growth investments in synthetic biology, innovative drugs, and biotechnology sectors [1] - The company plans to commit a total investment of up to RMB 123 million, representing approximately 24.6% of the total committed capital for the fund [1] Group 2 - The fund is expected not to be accounted as a subsidiary of the company after its establishment [1] - Shenzhen China Resources Capital is expected to be appointed as the fund manager [1]

Core Viewpoint - China Resources Pharmaceutical (03320) is collaborating with partners to establish a fund with an expected scale of RMB 500 million, focusing on high-growth investments in synthetic biology, innovative drugs, and biotechnology sectors [1] Company Summary - The company plans to commit a total investment of up to RMB 123 million, which represents approximately 24.6% of the total committed capital for the fund [1] - The fund is expected not to be accounted as a subsidiary of the company after its establishment [1] - Shenzhen China Resources Capital is anticipated to be appointed as the fund manager [1]

集团拟承诺出资总额预期为不高于人民币1.23亿元，约占基金承诺出资总额的24.6%。预期基金于成立 后将不会入账为公司附属公司。预期深圳华润资本将获委托为基金基金管理人。 格隆汇8月12日丨华润医药(03320.HK)公告，华润医药(汕头)、华润双鹤、双鹤(北京)、华润医药投资 (各自为公司附属公司)与汉威华酉汕头及其他有意合伙人就成立预期规模为人民币5亿元基金进行协 商。基金预期主要从事合成生物学、创新药物及生物技术领域的高增长企业投资。 ...

Group 1 - The Indian MSCI index has underperformed the Chinese stock market by approximately 10 percentage points this quarter, potentially marking the largest annual performance gap since 2017 [1][4] - Goldman Sachs predicts that the Indian stock market will continue to lag behind other emerging markets, maintaining a "neutral" rating on Indian stocks while reiterating an "overweight" stance on Chinese stocks and raising the 12-month target for the MSCI China index [4][6] - The market dynamics have shifted due to the recent imposition of a 25% additional tariff on Indian goods by Trump, which has led to a significant capital outflow from India, with around $3 billion leaving the market last month, the largest monthly outflow since February [4][6] Group 2 - The trade dispute has reshaped the investment landscape between China and India, with the recent tariff actions being particularly targeted and sudden [5] - The deteriorating US-India relations and new tariffs may undermine India's manufacturing ambitions, causing investor concerns regarding India's high valuations and slowing profit growth [7][8] - In contrast, China offers more attractive investment opportunities in rapidly growing sectors such as artificial intelligence, clean energy, and biotechnology, which may support the "buy China" investment logic in the short term [9]

Core Viewpoint - The imposition of a 25% additional tariff on Indian goods by the Trump administration is reshaping the investment landscape in Asia, leading to a shift from "buying India" to "buying China" among investors [1][2]. Group 1: Market Performance - The MSCI India index has underperformed the Chinese stock market by approximately 10 percentage points this quarter, potentially marking the largest annual performance gap since 2017 [2]. - Foreign investors withdrew about $3 billion from the Indian stock market last month, the highest monthly outflow since February of this year [3][4]. Group 2: Investment Strategy Adjustments - Goldman Sachs maintains a "market weight" view on the Indian stock market while reiterating an "overweight" stance on the Chinese market, raising the 12-month target for the MSCI China index [2][3]. - The market capitalization gap between Chinese and Indian stock markets has widened to $6.3 trillion, the largest since March [2]. Group 3: Trade Relations and Market Sentiment - The sudden and targeted nature of the tariffs has escalated trade tensions, affecting market sentiment and investor confidence in India [3]. - Analysts express concerns over India's high valuations and slowing profit growth, which may lead to further foreign fund sell-offs [3][4]. Group 4: Comparative Valuation - The MSCI India index is currently trading at over 21 times its one-year forward earnings, while the Chinese index is at 11.9 times, making China more attractive for value investors [4]. - The ongoing trade uncertainties may position Indian stocks as secondary in regional allocations, with potential for increased foreign fund selling [4]. Group 5: Long-term Outlook for India - Despite short-term challenges, India's long-term economic trajectory remains appealing to some investors, with Morgan Stanley predicting that India's stock market could reach new highs due to strong population growth and improving fundamentals [5].

（原标题：越南公布六大卓越技术培训中心网络） 越通社8月8日报道，当日，越南教培部在胡志明市举行六大卓越技术培训中心网络发布会，网络涵 盖人工智能、半导体、生物技术、可再生能源、教育技术等领域，分别是：南部人工智能与半导体网络 （胡志明市国家大学所属理工大学牵头）、中部人工智能与半导体网络（岘港大学牵头）、南部农业生 物技术网络（芹苴大学牵头）、中部农业生物技术网络（顺化大学牵头）、可再生能源与氢能网络（胡 志明市师范技术大学牵头）以及教育技术网络（胡志明市开放大学牵头）。 越南教培部副部长阮文福到会并表示，高校在促进科技创新方面具有关键作用，同时承担两大战略 任务，即培养具备国际水准的优质人才以及主动开展科研、掌握最先进技术。科研活动必须紧密结合企 业需求，使科研成果能应用于生产经营。国际经验表明，只有学校、企业与政府紧密合作，才能构建开 放创新生态系统，让每个创意都有机会落地。卓越技术培训中心将成为这一生态系统核心，推动科技取 得突破，为发展作出贡献。卓越技术培训中心网络的建立，标志着越南高等教育从单一发展向网络化协 作转变，各高校与企业在卓越技术领域建立战略联盟，形成合力，从而提高培训与科研质量。国家— ...