Core Viewpoint - The announcement details the progress of daily related transactions for Angel Yeast Co., Ltd., including expected amounts and actual occurrences of transactions with related parties for the year 2025 [1][2][3] Group 1: Related Transactions Overview - The company expects to engage in related transactions with Hubei Angel Biotechnology Group Co., Ltd. and its subsidiaries, with an estimated amount of 2,323.99 million RMB for 2025 [1] - The actual transaction amount for the second quarter of 2025 is reported as 322.94 million RMB, with a cumulative total of 1,323.94 million RMB [1] - For purchases from related parties, the expected amount is 11,068.59 million RMB, with actual transactions of 3,031.65 million RMB and a cumulative total of 4,037.37 million RMB [1] Group 2: Additional Related Transactions - The company anticipates related party rental transactions amounting to 654.72 million RMB, with actual transactions of 17.78 million RMB and a cumulative total of 632.76 million RMB [1] - For services provided to related parties, the expected amount is 450 million RMB, with actual transactions of 22.14 million RMB [1] - The total expected related transactions amount to 15,763.69 million RMB, with actual transactions of 3,396.95 million RMB and cumulative transactions of 5,984.21 million RMB [2] Group 3: Audit and Confirmation - As of June 30, 2025, the cumulative related transaction amounts have not exceeded the previously estimated total [3] - The related transaction amounts are unaudited and will be confirmed by the annual audit results [3]

安琪酵母称，生物智造中心建设项目实施有助于整合公司及外部各方资源，推动农业微生物资源发掘与 利用、微生物菌种资源保藏与挖掘等课题的高效实施，提升公司生物制造技术创新能力，符合公司"全 球第一酵母企业，国际一流生物技术公司"的战略目标。 生物智造中心建设项目是安琪酵母今年在生物技术领域又一投资。2025年5月底，安琪酵母发布公告 称，拟以2.3亿元实施无血清细胞培养基核心技术攻关工程项目，该项目将有效推动公司培养基产品迭 代升级和技术创新、丰富产品品类，加快市场转化，促进公司业务从发酵原料供应商向为生物技术领域 提供一体化解决方案转变。 作为中国酵母行业龙头、全球第二大酵母企业，近年来安琪酵母一方面推动海外市场发展(公司预计 2025年海外产能占比将达到40%)；一方面推动生物技术发展，不断拓宽产品边界，这些举措助力企业 在经营上保持稳定，财务数据显示，自2021年营业收入突破百亿元以来，安琪酵母营业收入保持稳定增 长，2024年度营业收入达到151.97亿元。2025年一季度，安琪酵母业绩保持稳定，实现营业总收入37.94 亿元，同比增长8.95%；归母净利润3.70亿元，同比增长16.02%。 长江商报消息 ...

Investment and Expansion - Angel Yeast plans to invest CNY 502 million to establish a biomanufacturing center, which will include a seven-story building with a total area of 27,687.65 square meters and an underground parking area for 297 vehicles [1][3] - The project is expected to enhance Angel Yeast's technological innovation capabilities in biomanufacturing, thereby strengthening its profitability and competitive edge [1][3] - Zhou Liufu, a jewelry company, successfully listed on the Hong Kong Stock Exchange, opening with a more than 10% increase and reaching a market capitalization of over HKD 10.5 billion [5] - Zhou Liufu's online sales are projected to grow at a compound annual growth rate of 46.1% from 2022 to 2024, with online sales expected to account for 40% of total revenue by 2024 [5] Market Position and Strategy - Ying Tong Holdings, the largest perfume brand management company in China, officially listed on the Hong Kong Stock Exchange, marking its strong market position [7] - The company is recognized as the third-largest perfume group in the comprehensive markets of mainland China, Hong Kong, and Macau, indicating its robust capability to enter the stock market [7] - Danone's acquisition of The Akkermansia Company aims to strengthen its investment in gut health and next-generation biological research, enhancing its core competitiveness in this field [11][13] - Dazzle Fashion Group announced the closure of all offline stores for its men's brand RAZZLE by August 31, 2025, focusing resources on its core mid-to-high-end women's wear business [16] Retail and Brand Development - HotMaxx's new store format, HotMaxx Super Warehouse, has opened in Beijing, featuring seven product zones while maintaining a low-price strategy [10] - Uniqlo plans to open its first store in southern India in Bangalore, marking a significant expansion into the southern market [18] Leadership Changes - The former business general manager of Kraft Heinz in China has joined Mondelēz as the head of the frozen cake team for Greater China, indicating a strategic focus on growth in the frozen baking sector [20] - Alibaba Group has streamlined its partner organization from 26 to 17 members, emphasizing a focus on frontline business leaders [22] - Anna Wintour announced her resignation as editor-in-chief of American Vogue while retaining her role as global editorial director, reflecting changes in the fashion media landscape [25]

乳业 近日，维他奶国际发布截至2025年3月31日止年度业绩公告。当中显示，截至2025年3月31日止年度，集 团的收入增加1%至62.74亿港元；集团于年内的毛利为32.18亿港元，上升3%，主要由于销量增加、原 材料成本下降及更有效率生产规模，惟部分升幅被中国内地贸易推广费用增加及汇率变动所抵销；毛利 率上升至51.3%（2023/2024财政年度为50.0%）；公司股权持有人应占溢利为2.35亿港元，较去年增加 102%。 安井食品：H股公开发售于6月25日开始，预计7月4日在香港联交所上市 6月25日，安井食品发布关于刊发H股招股说明书、H股发行价格上限及H股香港公开发售等事宜的公 告。公告披露，公司本次全球发售H股基础发行股数为39,994,700股（视乎超额配股权行使与否而 定），其中，初步安排中国香港公开发售3,999,500股（可予重新分配），约占全球发售总数的 10.00%；国际发售35,995,200股（可予重新分配、视乎超额配股权行使与否而定），约占全球发售总数 的90.00%。自上市日至中国香港公开发售截止日后起30日内，整体协调人（为其本身及代表国际承销 商）还可以通过行使超额配售权 ...

项目进展 | 安琪酵母 【SynBioCon】 获 悉 ， 6月26日， 安琪酵母 （600298.SH） 公告称， 公司拟实施生物智造中心建设项目 ，项目总投资估算 50,225万元 ，资金来源为公司自筹。 项目内容主要包括地上7层、地下2层的建筑面积，购置相关设备及配套设施。项目选址在公司总部研发综合体 南侧，占地面积约23亩。建设工期预计24个月，计划2027年下半年建成投入使用。项目实施 有助于提升公司 生物制造技术创新能力 ，符合公司战略目标。存在研发创新关键课题不达预期和项目投资超预算的风险。 3.进度安排 : 建设工期预计 24 个月，计划 2027 年下半年建成投入使用，具体进度以实际情况为准， 4.资金需求 : 项目总投资估算 50.225 万元，资金来源为公司自筹，具体情况以实际为准。 安琪酵母是亚洲第一、全球第二的酵母公司，国内市场占有率接近60%，全球市场份额也接近20%。以2024年 为例，来自境外收入为57.12亿元，占整体收入的比重接近40%。 1998年至2024年，安琪酵母营业收入从1.38亿元增长至152亿元，翻了整整110倍，而且是逐年增长；净利润 尽管有所起伏，但也从3 ...

Group 1: Public Fund Market - The total scale of public funds in China reached 33.74 trillion yuan as of May 2025, marking the eighth historical high since early 2024 [1] - In May, the scale of money market funds increased by over 400 billion yuan, while bond funds grew by over 220 billion yuan [1] - The number of newly registered private funds in May 2025 was 1,219, with a total new registration scale of 607.26 billion yuan [1] Group 2: Banking Sector Changes - Many national banks have stopped offering medium to long-term large-denomination certificates of deposit due to reduced interest rate advantages [2] - This shift reflects a strategic adjustment in banks' cost control and liquidity management in response to pressure on net interest margins [2] Group 3: Semiconductor Industry Growth - The global semiconductor manufacturing industry is expected to maintain strong momentum, with monthly production capacity projected to reach 11.1 million wafers by 2028, growing at a CAGR of 7% [3] - Advanced process capacity (7nm and below) is expected to grow approximately 69%, from 850,000 wafers per month in 2024 to a historical high of 1.4 million wafers per month by 2028 [3] Group 4: New Technology Developments - The launch of the new generation of domestic general-purpose processor, Longxin 3C6000, was announced, which does not rely on foreign technology or supply chains [4] - This processor is designed to meet various computing needs across multiple scenarios, indicating advancements in China's tech capabilities [4] Group 5: Corporate Developments - Tianfeng International has upgraded its securities trading license to provide virtual asset trading services in Hong Kong [6] - Longjian Co. won a bid for a national road project valued at 780 million yuan, with a planned construction period of 48 months [8] - Anqi Yeast plans to invest 502 million yuan in a bio-manufacturing center, expected to be completed by the second half of 2027 [10]

证券代码：600298 证券简称：安琪酵母 公告编号：2025-057 号 安琪酵母股份有限公司 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。 重要内容提示： ? 每股分配比例 ? 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经安琪酵母股份有限公司（以下简称公司）2025 年 4 月 30 日的2024 年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称中国结算上海分公司）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本868,138,471股为基数，每股派发现金红利0.55 元（含税），共计派发现金红利477,476,159.05元（含税）。 A 股每股现金红利0.55元（含税） ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/12 ...

生态环境部加快推动排放标准制修订 金十数据5月27日讯，生态环境部召开5月例行新闻发布会，生态环境部法规与标准司司长赵柯表示，生 态环境部坚决贯彻落实党中央、国务院决策部署，加快推动排放标准制修订，一是全面梳理，稳步更 新。对180项污染物排放标准进行了全面梳理，逐项分析，制定了工作方案，提出制修订90项标准工作 任务。二是突出重点，狠抓落实。市场监管总局、生态环境部等七部门印发了《以标准提升牵引设备更 新和消费品以旧换新行动方案》，我部2024-2025重点推进的12项标准纳入方案，现已经发布7项。三是 精准治污，优化升级。目前已经修订完成了农药、淀粉、酵母、柠檬酸等行业的水污染排放标准，升级 了焦化、煤矿、石化、化工等行业的大气污染物排放标准，完善了生活垃圾填埋场的污染控制标准。 ...

这是半佛仙人的第1807篇原创 1 你大概率知道安琪酵母这个名字，毕竟已经成了生活的一部分。 早餐的包子皮、中午的披萨边、下午的薯片渣、蘸饺子的酱油汁、夜宵摊的啤酒沫。 在实现元宇宙之前，我们已经活在了安琪酵母宇宙。 但你根本不知道这个听起来很平常的公司，有多恐怖。 他们掌握了全球酵母产能的五分之一，按照市场份额算，他们排第二。 蒸馒头酿啤酒？ 那只是人家的新手村任务。 这家公司真正的厉害的是，用酵母打一场"蛋白战争"。 你以为寄希望于大豆蛋白？ 不，那是农耕文明的产物。 你以为还能多养牛造更多乳清蛋白？ 不不不。 碳排放指标逼着你少放牛。 这么说吧，安琪酵母参与的这场蛋白战争，已不止于商业，而是涉及到了人类传承万年的 生存模式。 以后历史书上讲到2 1世纪人类怎么吃饭，安琪酵母或许是一个绕不开的名字。 每天产的鸡蛋，能摊出绕地球三圈的鸡蛋灌饼。 每年出栏的肉鸡够给全国所有人炫半年的疯狂星期四了。 但翻开养殖场饲料账本，仔细看，满本都写着四个字。 进，口，依，赖。 肉不会从天上掉下来，喂养这些禽畜的豆粕，每十斤可能就有八斤半是外国大豆变的。 以为吃的是国产肉蛋奶？ 它不只是卖酵母，而是为人类破解蛋白供给困境的 ...

Core Viewpoint - The legal opinion letter from Shanghai Jintiancheng Law Firm addresses the implementation of the repurchase and cancellation of part of the restricted stock under the 2024 incentive plan of Angel Yeast Co., Ltd. [1] Group 1: Decision and Disclosure Procedures - The company has completed the necessary decision-making and disclosure procedures for the repurchase and cancellation of restricted stocks, including approvals from the 37th and 39th meetings of the board [5] - The company has publicly disclosed the repurchase plan and confirmed that no creditors have claimed debts during the public notice period of 45 days [5][6] Group 2: Details of the Repurchase and Cancellation - The repurchase and cancellation involve 488,000 shares of restricted stock due to 39 incentive targets no longer meeting the conditions for incentives [6] - After the repurchase, the remaining restricted stocks under the incentive plan will total 10,988,000 shares [6] - The repurchase is expected to be completed by May 28, 2025, and the company will proceed with the necessary capital reduction registration after the cancellation [6] Group 3: Legal Conclusions - The law firm concludes that the company has fulfilled its disclosure obligations and complied with relevant regulations regarding the repurchase and cancellation of restricted stocks [6]