截至发稿，余懿累计任职时间3年111天，现任基金资产总规模82.29亿元，任职期间最佳基金回报 81.1%， 任职期间最差基金回报-4.02%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华商基金旗下1只基金位居华宝股份十大流通股东。华商品质价值混合A（019189）三季度 新进十大流通股东，持有股数116.24万股，占流通股的比例为0.19%。根据测算，今日浮盈赚取约23.25 万元。 华商品质价值混合A（019189）成立日期2024年4月2日，最新规模8.63亿。今年以来收益49.04%，同类 排名1281/8085；近一年收益47.36%，同类排名1217/8085；成立以来收益81.58%。 华商品质价值混合A（019189）基金经理为余懿。 12月31日，华宝股份涨1.09%，截至发稿，报18.51元/股，成交2150.65万元，换手率0.19%，总市值 114.00亿元。 资料显示，华宝香精股份有限公司位于上海市嘉定区叶城 ...

证券日报网讯12月29日，华宝股份（300741）在互动平台回答投资者提问时表示，公司在江西与山东同 步推进的大健康南北双基地，是围绕大健康战略落地的重要举措。两大基地将形成"前端市场牵引+后 端研发制造支撑"的协同模式：北方基地立足山东，侧重于市场前沿与客户深度服务，实现对头部客户 的快速响应与精准对接。南方基地根植江西，依托成熟的产业链基础，聚焦于产品技术的深化、产能升 级与供应链强化。通过南北联动，公司能够进一步完善从功能性原料到多元化终端产品的全谱系解决方 案，并依托天然香精、功能性成分、中药材提取及合成生物等研发，加速技术转化和产业化落地。未 来，公司将继续完善全产业链布局，从上游原料、功能性配料到定制化终端产品实现贯通，强化生态协 同，为大健康赛道的持续拓展奠定更加坚实的基础。 ...

Core Viewpoint - The company emphasizes the importance of strategic determination and business synergy for high-quality development in a complex global economic environment, with a focus on diversified layout and stable operations [1] Financial Performance - For the six months ending June 30, 2025, the company reported total revenue of approximately 1.621 billion yuan, representing a year-on-year increase of 2.5% [1] - The profit attributable to equity holders reached approximately 118 million yuan, showing a significant year-on-year growth of 298.1%, indicating strong operational resilience [1] Business Segments - The flavor and food ingredients segment, as a core area, has strengthened its technical capabilities in microwave drying and extraction, effectively meeting the demand for natural extracts from Chinese tea beverage brands [3] - In the tobacco raw materials segment, the new reconstituted tobacco leaf production line at the Indonesian production base has achieved bulk supply, with steadily increasing capacity utilization, serving as a key driver for sustainable development [3] - The tobacco capsule business is actively expanding into overseas markets, achieving rapid revenue growth through the development of region-specific flavors and technological upgrades [3] - The flavor raw materials segment has maintained stable revenue amidst fluctuations in overseas market demand through cost control and new customer development [3] - The seasoning business focuses on value innovation in the catering channel, enhancing customer engagement through online live broadcasts and offline promotional activities, with the number of primary distributors reaching 956 [3] Innovation and Risk Management - The company's philosophy of balancing technological innovation and risk management is reflected in its mid-term performance, with R&D investment of approximately 125 million yuan, accounting for 7.7% of revenue, and multiple technological achievements reaching industry-leading levels [4] - The company has optimized processes and improved systems across various dimensions, including climate change, safety production, and compliance, while integrating AI technology into operational management to enhance intelligence and digitalization, effectively reducing operational risks [4] - Cash generated from operating activities reached 214 million yuan, a year-on-year increase of 88.6%, with a maintained low debt-to-asset ratio, indicating a robust financial structure that provides ample funding for future development [4] Future Outlook - The company plans to continue deepening multi-business collaborative development under the strategic guidance of its CEO, focusing on the health sector and overseas market expansion, while enhancing core competitiveness through technological innovation and refined management to create greater value for shareholders [4]

证券日报网讯12月11日，华宝股份（300741）在互动平台回答投资者提问时表示，公司当前主营业务为 香精、食品配料等领域的研发、生产及销售，公司将持续聚焦核心主业，稳健推进经营发展。对于非主 营业务的投资事项，公司将坚持审慎原则，如相关事项达到信息披露标准，公司将严格按照监管要求履 行信息披露义务。 ...

证券日报网讯12月11日，华宝股份（300741）在互动平台回答投资者提问时表示，公司生产的日化香精 广泛应用于个人护理与化妆品等领域，关于含有公司香精成分的终端产品的具体功效与用途，请以其官 方说明与宣传为准。 ...

证券日报网讯12月11日，华宝股份（300741）在互动平台回答投资者提问时表示，公司在改善药品口感 与风味方面具备相应的技术储备，并已应用到公司产品中。关于具体客户合作情况，因涉及商业合作及 保密安排，不属于公司对外披露范围，敬请理解。公司主要客户构成及业务情况请以公司定期报告及公 告为准。 ...

Core Viewpoint - The company emphasizes the importance of artificial intelligence in enhancing its development and has made significant advancements in its research and development capabilities [2] Group 1: Technological Advancements - The company has completed the establishment of a foundational database to support intelligent fragrance creation and imitation [2] - It utilizes vast amounts of data to train models that accurately capture the characteristics of natural fragrances [2] - The advancements have led to high-precision identification and analysis of fragrance components, improving product safety and quality stability [2] Group 2: Innovation Pathways - The integration of AI technologies has opened new pathways for product innovation within the company [2]

Group 1 - The core point of the article is that Huabao Co., Ltd. announced the convening of its third board meeting on November 28, 2025, to discuss the adjustment of the stock incentive plan [1] - For the year 2024, Huabao Co., Ltd.'s revenue composition is entirely from fragrances, accounting for 100% [1] - As of the report, Huabao Co., Ltd. has a market capitalization of 10.8 billion yuan [1]

格隆汇11月26日丨华宝股份(300741.SZ)在投资者互动平台表示，公司的香精产品品类丰富，可广泛应 用于食品、饮料、日化等多个领域，公司产品的应用领域包含宠物护理类。公司始终关注下游应用领域 的市场需求变化，将持续优化相关产品布局。 ...

Core Viewpoint - Huabao Co., Ltd. (300741.SZ) has a diverse range of fragrance products that are widely applicable in various fields such as food, beverages, and daily chemicals, including pet care [1] Summary by Categories Product Range - The company offers a rich variety of fragrance products [1] - Products are applicable in multiple sectors, including food, beverages, daily chemicals, and pet care [1] Market Demand - The company continuously monitors changes in market demand in downstream application areas [1] - There is an ongoing effort to optimize the product layout based on market needs [1]