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中粮生物科技股份有限公司 关于D-阿洛酮糖产品发布的公告
证券代码:000930 证券简称:中粮科技 公告编号:2025-074 中粮生物科技股份有限公司 关于D-阿洛酮糖产品发布的公告 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、误导性陈述或重大遗漏。 一、产品简介 2025年9月23日,中粮集团D-阿洛酮糖科技成果交流暨产品发布会在北京举行。中粮生物科技股份有限 公司(以下简称 公司)作为此次活动的承办单位,推出面向食品工业客户,涵盖饮料、乳制品、烘 焙、现制茶饮及咖啡等领域的D-阿洛酮糖产品,为其提供包括配方支持在内的综合解决方案。该产品 应用公司与中粮营养健康研究院联合开发的酶法生产工艺,具备纯正口感且无后苦味特征,其甜度相当 于蔗糖的70%,而热量为蔗糖的10%,匹配低热量糖类摄入需求趋势。该产品还能与蛋白质发生美拉德 反应,可广泛应用于存在美拉德反应着色及风味强化需求的烘焙、饮料等食品领域。 二、对公司的影响 D-阿洛酮糖的推出,凭借其先进的生物技术创新,进一步丰富了公司的产品结构,为公司开拓新兴市 场、培育新的业务增长点创造了有利条件。 三、风险提示 本次推出的新产品的销售情况将取决于市场规模和市场认可度,公司尚无法预测对公司经营 ...
打破国际技术垄断,阿洛酮糖新品填补了国内高端功能糖市场空白
Xuan Gu Bao· 2025-09-23 23:30
据证券时报报道,9月23日,中粮生物科技、中粮营养健康研究院联合研发生产的国内首个D-阿洛酮糖 产品在北京正式发布上市。中粮集团此次推出的阿洛酮糖产品不仅填补了国内高端功能糖市场的空白, 更标志着我国在生物制造领域打破国际技术垄断。 点评:D-阿洛酮糖作为代糖,广泛应用于饮料、烘焙、乳制品等领域。3月23日,中国食品科学技术学 会食品营养与健康分会发布《D-阿洛酮糖的科学共识》称,D-阿洛酮糖低能量且不升血糖,是一种具 有产业应用潜力的天然甜味物质,可作为食品添加糖的代替品,且其安全性已经得到广泛认可,多国均 已批准在食品中使用。 百龙创园:是国内首家具备工业化生产阿洛酮糖的企业。 保龄宝:是国内最早布局阿洛酮糖项目的企业之一,公司目前有超5000吨在运行产能,2025年3月启动 产能扩建,根据不同产品结构,预计26年达到3万吨产能。 *免责声明:文章内容仅供参考,不构成投资建议 *风险提示:股市有风险,入市需谨慎 根据Global Market Insight数据,2024年全球D-阿洛酮糖市场规模已达1.47亿美元,预计2025-2034年期 间将以14%的年复合增长率快速增长。7月2日,国家卫生健康委、 ...
中粮科技(000930.SZ):D-阿洛酮糖产品发布
Ge Long Hui A P P· 2025-09-23 09:20
D-阿洛酮糖产品的成功上市标志着公司在高端功能糖领域自主研发与产业化取得实质性突破。当前公 司产能规划划分为三个阶段推进:近期已与合作伙伴构建供应链体系,依托现有设备实施生产;中期规 划通过设备技术改造实现产能扩充;长期规划以新建生产线建立完整生产体系。 格隆汇9月23日丨中粮科技(000930.SZ)公布,中粮集团D-阿洛酮糖科技成果交流暨产品发布会在北京举 行。中粮生物科技股份有限公司作为此次活动的承办单位,推出面向食品工业客户,涵盖饮料、乳制 品、烘焙、现制茶饮及咖啡等领域的D-阿洛酮糖产品,为其提供包括配方支持在内的综合解决方案。 该产品应用公司与中粮营养健康研究院联合开发的酶法生产工艺,具备纯正口感且无后苦味特征,其甜 度相当于蔗糖的70%,而热量为蔗糖的10%,匹配低热量糖类摄入需求趋势。该产品还能与蛋白质发生 美拉德反应,可广泛应用于存在美拉德反应着色及风味强化需求的烘焙、饮料等食品领域。 ...
中信证券:畜禽周期震荡,布局龙头和细分成长赛道
Xin Lang Cai Jing· 2025-09-05 01:15
Core Viewpoint - The report from CITIC Securities indicates that pig prices are expected to fluctuate weakly in the second half of 2025, with a continued focus on observing the progress of capacity reduction [1] Group 1: Recommendations - The company continues to recommend leading enterprises with strong innovation and dividend capabilities, as well as companies that can achieve incremental growth through mergers and innovations [1] - In the context of sustained post-cycle prosperity, the company continues to recommend leading stocks in the feed sector and high-quality animal health products [1] - The seed industry is recommended for companies with a favorable trend in large product categories and increasing market share [1] - The demand for pet food remains stable, and the company continues to recommend leading food companies [1] Group 2: Growth Sectors - In other growth sectors, the company continues to recommend: 1) leading companies in functional sugars; 2) leading companies in blueberries [1]
百龙创园(605016):25H1需求强劲 新产能计划有序推进增长可期
Xin Lang Cai Jing· 2025-09-03 14:38
Core Insights - The company reported a strong performance in the first half of 2025, with revenue of 649 million yuan, a year-on-year increase of 22.18%, and a net profit attributable to shareholders of 170 million yuan, up 42.00% year-on-year [1] - The core products continue to grow rapidly, with overseas demand remaining strong, particularly in the prebiotic series, dietary fiber series, and health sweeteners [1][3] Financial Performance - In Q2 2025, the company achieved revenue of 336 million yuan, a year-on-year increase of 20.29%, and a net profit of 88 million yuan, up 33.84% year-on-year [1] - The gross profit margin for H1 2025 was 40.54%, an increase of 7.07 percentage points year-on-year, while the net profit margin was 26.15%, up 3.65 percentage points year-on-year [2] - The company’s operating expenses slightly increased, with sales, management, finance, and R&D expense ratios at 3.15%, 2.43%, 0.01%, and 3.56%, respectively [2] Product and Capacity Expansion - The approval of D-allohexose as a new food ingredient in July 2025 marks a new phase for the company in the domestic market, with expected growth from previously developed products [3] - The company has two projects under construction aimed at expanding production capacity, including a smart production facility for functional sugars and a health food raw material factory in Thailand [3] - Upon completion, these projects will significantly increase production capacity, particularly for overseas clients, with expected annual outputs of 11,000 tons of isomaltulose, 12,000 tons of crystalline allohexose, and more [3] Profit Forecast - The company is projected to achieve net profits attributable to shareholders of 366 million yuan, 489 million yuan, and 657 million yuan for the years 2025 to 2027, representing year-on-year growth rates of 49%, 33%, and 34%, respectively [3] - The current stock price corresponds to price-to-earnings ratios of 24X, 18X, and 14X for the years 2025 to 2027, maintaining a "strong buy" rating [3]
百龙创园上半年营收利润双增 阿洛酮糖国内市场开启
Zheng Quan Ri Bao Wang· 2025-08-28 05:39
Company Performance - In the first half of 2025, the company achieved a revenue of 649 million yuan, representing a year-on-year growth of 22.18% [1] - The net profit attributable to shareholders was 170 million yuan, up 42% year-on-year, while the net profit after deducting non-recurring items reached 167 million yuan, marking a 50.08% increase [1] - The dietary fiber series generated 349 million yuan in revenue, accounting for 54.89% of the main business income, with a growth of 21.22% [1] - The prebiotic series revenue was 191 million yuan, reflecting a 25.28% increase, and the health sweetener series revenue reached 92.97 million yuan, growing by 55.63% [1] Product Development and Innovation - The company added 11 domestic invention patents and 1 European invention patent in the first half of the year, reinforcing its technological barriers [1] - New products such as allulose and isomaltulose have been launched, with further high-end products in development for future market introduction [1] Industry Environment - The approval of D-allulose as a new food ingredient by the National Health Commission in July 2023 opens up comprehensive application opportunities in China [2] - The demand for reduced sugar and functional foods is rapidly increasing, supported by national policy advancements [2] - The company is expected to leverage its comprehensive product matrix and global capacity layout to maintain a leading position in the functional sugar sector [2] Capacity Expansion - The "Functional Sugar Drying Expansion and Comprehensive Improvement Project" is in the equipment installation phase, which will add 11,000 tons of isomaltulose, 1,800 tons of galacto-oligosaccharides, and 200 tons of lactulose capacity upon completion [2] - The construction of the "Thailand Health New Food Raw Material Smart Factory Project" has commenced, with a planned annual production capacity of 12,000 tons of crystalline allulose and 7,000 tons of liquid allulose, among other products [2] Dividend Distribution - The company plans to distribute a cash dividend of 0.5 yuan per 10 shares, totaling approximately 21 million yuan, which accounts for 12.37% of the net profit attributable to shareholders for the period [2]
好山东|不产甘蔗甜菜,禹城产的功能糖却“甜”透全球
Qi Lu Wan Bao· 2025-07-18 07:48
Core Insights - Dezhou Yucheng achieved a total import and export value of 1.406 billion yuan in Q1, with exports reaching 1.373 billion yuan, a year-on-year increase of 32.3% [1][3] - The functional sugar industry is a key driver of Yucheng's exports, with product exports amounting to 470 million yuan, marking an impressive year-on-year growth of 80.8% [1][3] - Yucheng produces over 35% of the global and 70% of the domestic market share of functional sugar products, despite not cultivating traditional sugar crops like sugarcane and sugar beet [3][19] Industry Overview - Yucheng has developed a comprehensive functional sugar industry cluster over 30 years, covering research, production, and sales, and has been recognized as a "National Functional Sugar Industry Brand Creation Demonstration Zone" [3][20] - The region's functional sugar products are primarily derived from local resources such as corn and corn husks, utilizing advanced biotechnology to produce low-calorie functional sugars [3][7] - The functional sugar industry in Yucheng is characterized by its scale, variety, quality, and market share, making it the largest and most diverse functional sugar manufacturing base in China [3][20] Technological Advancements - Companies like Baolong Chuangyuan have developed high-value products such as resistant dextrin from corn, which enhances the proliferation of probiotics [4][6] - Baolong Chuangyuan successfully developed industrial production technology for D-alloheptulose, overcoming previous foreign monopolies, and established a production line capable of producing 6,000 tons annually [8][19] - The industry has also seen breakthroughs in the production of L-arabinose, which was previously reliant on imports, with domestic production now filling the market gap [11][19] Market Expansion - Yucheng's functional sugar products are increasingly targeting international markets, with Baolong Chuangyuan exporting 69% of its sales in Q1 to global markets [14][16] - The global market for D-alloheptulose is projected to grow from approximately $200 million in 2024 to $500 million by 2030, indicating significant market potential [8] - Yucheng's government is actively supporting the industry through policies and initiatives aimed at enhancing international trade capabilities and expanding market reach [17][20] Future Outlook - The Yucheng government aims to transform the region into a global hub for functional sugar production, focusing on high-end, intelligent, and sustainable industrial development [17][20] - The industry is expected to continue its growth trajectory, with an emphasis on innovation and international collaboration to enhance competitiveness [16][20] - Yucheng's functional sugar industry is positioned as a key pillar of the local economy, contributing to employment and economic stability [20][21]
帮主郑重拆解7月2日涨停股!中长线机会藏在这几类里
Sou Hu Cai Jing· 2025-07-03 00:52
Core Insights - The article discusses the recent performance of stocks in the A-share market, highlighting key opportunities and trends in various sectors [1] Group 1: Stock Performance and Analysis - A total of 60 stocks hit the daily limit up, with a focus on those with consecutive gains and first-time limit ups [3] - Chengbang Co., Ltd. experienced a five-day consecutive limit up with a net profit increase of 202% in Q1, indicating strong performance but with caution advised due to speculative trading [3] - Juliy Sprockets' limit up is linked to national policies promoting marine economy, with the company holding leading technology in deep-sea mooring systems [3] - The photovoltaic sector saw significant activity, with Fulaite and Jinjing Technology hitting limit up due to industry-wide production cuts of 30%, indicating a move towards higher industry concentration [3] Group 2: Company Developments - Kangda New Materials' acquisition of Zhongke Huami positions the company in the high-reliability integrated circuit sector, benefiting from domestic substitution trends [4] - Baolingbao's limit up is attributed to the launch of new functional sugar products, particularly in the high-demand maternal and infant market [4] Group 3: Market Trends and Investment Strategy - The market is shifting from speculative trading to sectors with solid earnings support, such as new energy, technology, and consumption upgrades [4] - Companies with strong fundamentals are seen as potential investment opportunities during market pullbacks, while caution is advised against chasing stocks with excessive short-term gains [4]
不产甘蔗甜菜,却“甜”透全球
Qi Lu Wan Bao· 2025-07-02 22:11
Core Insights - The article highlights the significant growth of the functional sugar industry in Yucheng, with a focus on its export performance and market dominance in both domestic and global contexts [1][2][3] Group 1: Industry Performance - In the first quarter, Yucheng's total import and export value reached 1.406 billion yuan, with exports amounting to 1.373 billion yuan, marking a year-on-year increase of 32.3% [1] - The functional sugar sector is a key driver of Yucheng's exports, achieving a product export value of 470 million yuan, which represents a remarkable year-on-year growth of 80.8% [1] - Yucheng produces over 35% of the global functional sugar market and more than 70% of the domestic market share, establishing itself as the largest and most diverse functional sugar manufacturing base in China [2][3] Group 2: Technological Advancements - Yucheng has developed a comprehensive functional sugar industry chain that includes research and development, production, and sales, leveraging local resources such as corn and corn husks [3][4] - The industry utilizes advanced biotechnology to convert corn and its by-products into low-calorie functional sugars, which are increasingly used in food, beverage, and pharmaceutical sectors [3][4] - Companies like Bailong Chuangyuan have successfully developed D-Allulose, a sugar substitute, overcoming previous technological barriers that limited domestic production [6][7] Group 3: Market Expansion - Yucheng's functional sugar products are gaining traction in international markets, with companies like Bailong Chuangyuan exporting to over 60 countries, including the US, Canada, Japan, and South Korea [10] - The global market for D-Allulose is projected to grow from approximately $200 million in 2024 to $500 million by 2030, indicating significant market potential for Yucheng's products [6][7] - Yucheng's government is actively supporting the industry by facilitating international trade opportunities and encouraging companies to participate in global supply chains [11][12] Group 4: Future Outlook - The city aims to enhance its functional food industry and transform into a global hub for functional sugar production, focusing on high-end, intelligent, and sustainable manufacturing practices [12] - Yucheng is set to continue its strategic initiatives to expand its market presence and improve the international competitiveness of its functional sugar products [12]
天风证券晨会集萃-20250701
Tianfeng Securities· 2025-07-01 00:15
Group 1: Wind Power Gearbox Industry - The report highlights the scarcity of wind power gearboxes, with a focus on the expected performance and valuation elasticity due to increased production capacity and orders [2][24][25] - The company has completed its precision wind power gearbox production project, with a significant increase in sales expected in 2025, leading to a projected gross margin recovery to 16.6% by 2025, an increase of 10 percentage points from 2024 [2][25] - A strategic cooperation agreement with Goldwind Technology was signed in October 2024, establishing a foundation for future orders, with the gearbox (speed increaser) accounting for 23% of the value, which is nine times that of the reducer, indicating substantial growth potential [2][25][26] Group 2: Functional Sugar Industry - The report indicates that the company is the largest producer of oligosaccharides globally, with a focus on functional sugars, which are expected to see rapid growth in demand [27][30] - The company has optimized its operational strategies and management efficiency, leading to a return to growth in 2024, with significant contributions from prebiotics and sugar substitutes [27][28] - Future production expansions include a 20,000-ton alulose sugar project starting in March 2025 and the introduction of new products using synthetic biology technology, which are expected to enhance profitability [31][32] Group 3: Construction and Chemical Engineering Industry - The report emphasizes the rising investment opportunities in infrastructure in the central and western regions of China, particularly in Xinjiang and Tibet, driven by the Belt and Road Initiative [3][43][45] - The chemical engineering sector is expected to benefit from the acceleration of coal chemical projects, with a total investment exceeding 1.4 trillion yuan, indicating strong order support for chemical engineering companies [3][46] - The report recommends companies such as Sany Road and Bridge, China Energy Construction, and China Electric Power Construction as key players in the infrastructure and chemical engineering sectors [3][44][46]