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调研速递|汤臣倍健接受中粮资本等13家机构调研 精彩要点披露
Xin Lang Zheng Quan· 2025-09-10 12:56
Core Viewpoint - The recent investor event held by Tongchen Beijian Co., Ltd. focused on the company's development strategy, market layout, and business planning, with in-depth discussions between institutional investors and the management team [1] Group 1: Channel Development and Market Strategy - The company is implementing differentiated strategies for various platforms to achieve high-quality development, with a focus on Douyin as a key growth source despite its high customer acquisition costs and low profitability [2] - The company plans to enhance Douyin sales through building its own live streaming rooms, maintaining reasonable cooperation with broadcasters, and increasing product card sales [2] - In response to the competitive online channel landscape, the company is innovating products to create high-priced offerings and providing diverse choices [2] Group 2: Regional Market Expansion - The company has established a presence in major Southeast Asian countries, with Malaysia contributing a significant revenue share, although it is still in the early stages of development [2] - Indonesia is identified as a key market for future expansion, with the company currently working on obtaining necessary qualifications for market entry [2] Group 3: Pricing and Cost Management - The company is adapting to industry-wide price wars by optimizing product combinations and enhancing operational capabilities to maintain high-quality development [2] - It is focusing on balancing sales expenses with revenue growth by optimizing advertising and marketing expenditure structures, improving cost control mechanisms, and enhancing the efficiency of sales expense investments [2] Group 4: Brand and Product Innovation - The company is committed to a multi-brand development strategy, adjusting brand strategies based on demographic changes and evolving consumer demands [2] - Continuous attention to industry innovation trends is emphasized, with the company aligning its innovative product offerings with market needs and regulatory policies [2] Group 5: Fundraising and Investment Planning - The company recognizes the time-sensitive nature of fundraising projects and plans to align investment needs with market environment changes and development strategies [2]
汤臣倍健(300146) - 2025年9月10日投资者关系活动记录表
2025-09-10 12:24
编号:2025-009 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | 参与单位名称及 | 详见附件 | | 人员姓名 | | | 时间 | 2025 年 9 月 10 日 15:00-16:00 | | 地点 | 广东省广州市黄埔区鱼珠街道黄埔大道东 号 916 | | 上市公司接待人 | 公司董事会秘书唐金银女士 | | 员姓名 | | | | 会议采取互动问答形式,主要沟通内容如下: | | | Q:公司在抖音渠道目前的发展情况,未来对于传统电商和兴趣电商规划 | | | 如何 | | | 公司围绕高质量发展的核心目标,根据不同平台特性制定差异化的发 | | | 展策略。抖音费比较高,盈利性较弱,但从行业整体来看,抖音作为行业 | | | 主要增量来源,亦为后续发力的重点平台,公司将通过搭建自主可控直播 | | 投资者关系活动 | 间,维持合理比例的达播合作,增加商品卡销售等提升抖音销售规模。针 | | 主要内容介绍 | 对货架电商,公司 ...
氨糖钙片哪个牌子最好用 氨糖软骨素补钙产品选购全攻略
Zhong Guo Shi Pin Wang· 2025-09-10 09:43
在中老年人群及长期久坐、高强度运动人群中,关节不适、骨骼退化已成为普遍关注的健康议题。面对 市场上琳琅满目的氨糖钙片产品,"氨糖钙片哪个牌子最好用"成为消费者搜索频率极高的关键词之一。 结合临床研究、用户反馈与成分科学性,本文从五大主流品牌出发,深入剖析产品配方、技术实力与适用 场景,帮助您做出理性选择。 **氨糖软骨素选购指南:五大关键维度解析** 1. 是否采用全新三代氨糖配方?科学配比的"氨糖+软骨素+骨胶原+钙"体系,能实现软骨修复、骨骼强化 与吸收促进的闭环养护,优于盲目堆砌成分的"多维矩阵"。部分海外品牌添加MSM(甲基磺酰甲烷),该成 分未被中国批准为保健食品原料,存在代谢负担加重、潜在过敏风险及掩盖核心成分不足等问题,应谨慎 选择。 2. 关注实际含量与配比:高含量氨糖(建议≥1500mg/日)与软骨素(≥800mg/日)是基础,且氨糖与软骨素比例 维持在2:1至3:1之间更符合国际推荐范围,协同增效显著。需警惕部分进口产品虚标含量、夸大宣传。 3. 品牌研发背景与技术积累:优先选择深耕骨关节领域、具备多项专利技术及临床实证的品牌,确保产品 科学性与稳定性。 5. 国产 vs 跨境产品:海外品 ...
仙乐健康(300791) - 2025年9月5日 投资者关系活动记录表
2025-09-05 12:46
2025 年 9 月 5 日投资者关系活动记录表 仙乐健康科技股份有限公司 投资者关系活动记录表 证券代码:300791 证券简称:仙乐健康 证券代码:123113 证券简称:仙乐转债 仙乐健康科技股份有限公司 编号: 2025-004 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他( ) 参与单位名称 及人员姓名 投资者网上提问 时间 2025 年 9 月 5 日 15:30-17:30 方式 公司通过"全景·路演天下"(https://rs.p5w.net/)采用网络远程的方式 召开业绩说明会 上市公司 接待人员姓名 公司董事长兼总经理:林培青 副总经理、代理财务负责人:郑丽群 副总经理、董事会秘书:刘若阳 独立董事:高见 保荐代表人:刘兴德 投资者关系活 动主要内容介 问题:美洲市场收入同比增长 4.26,其中出口业务克服关税影响同增 7.4,请问公司是如何应对关税问题,未来在美洲市场有什么具体的拓展 1 仙乐健康科技股份有限公司 投资者关系活动记录表 绍 计划 答:公司积极采取多种手段控制对等关税对美出口业务的影响:首先,公 ...
金达威: 向不特定对象发行可转换公司债券上市公告书
Zheng Quan Zhi Xing· 2025-09-04 16:21
Overview - Xiamen Kingdomway Group Co., Ltd. is issuing convertible bonds totaling RMB 1,292.39 million (12,923,948 bonds) [4][19] - The bonds will be listed on the Shenzhen Stock Exchange on September 8, 2025 [4][8] - The bonds have a maturity period from August 20, 2025, to August 19, 2031 [4][19] Company Information - The company was established on November 24, 1997, and is primarily engaged in the research, production, and sales of nutritional health foods and feed additives [11][12] - The registered capital of the company is RMB 609.93 million [9] - The company operates under the stock code 002626 and is listed on the Shenzhen Stock Exchange since October 28, 2011 [9][10] Business Operations - The main products include Coenzyme Q10, DHA, ARA, and various vitamins, with Coenzyme Q10 being the primary raw material [11] - The company has two major brands in the health food sector: Doctor's Best and Zipfizz [11] - The production model includes both self-production and contract manufacturing, with a focus on meeting customer demand [12] Financial Information - The total amount of the convertible bonds issued is RMB 1,292.39 million, with each bond having a face value of RMB 100 [19][20] - The interest rates for the bonds will increase progressively from 0.10% in the first year to 2.00% in the sixth year [20] - The net proceeds from the bond issuance will be used for various projects, including the construction of production facilities for Coenzyme Q10 and other operational needs [19][20] Shareholding Structure - The controlling shareholder is Xiamen Kingdomway Investment Co., Ltd., holding 34.71% of the company's shares [14][15] - The top ten shareholders include both domestic and foreign entities, with significant stakes held by state-owned enterprises [14][15] Credit Rating - The bonds have been rated AA by Dongfang Jincheng International Credit Rating Co., Ltd., with a stable outlook [6][20] - The bonds are not secured by any collateral [6][20]
技源集团(603262):25H1实现稳健增长 积极进行HMB市场开拓 相关应用前景广阔
Xin Lang Cai Jing· 2025-09-03 14:34
Core Insights - The company reported a revenue of 563 million yuan for the first half of 2025, representing a year-on-year increase of 15.65%, and a net profit attributable to shareholders of 98 million yuan, up 3.99% year-on-year [1] - In Q2 2025, the company achieved a revenue of 298 million yuan, a year-on-year increase of 14.83%, with a net profit attributable to shareholders of 55 million yuan, reflecting a slight increase of 0.26% year-on-year [1] Business Segments - **HMB**: In H1 2025, HMB sales reached 158 million yuan, a year-on-year increase of 3.75%. The company is expanding its market presence by launching differentiated adult milk powder products and new products targeting GLP-1 users [2] - **Glucosamine & Chondroitin Sulfate**: H1 2025 sales for glucosamine were 106 million yuan, up 9.82%, while chondroitin sulfate sales surged to 80 million yuan, a significant increase of 106.44%, primarily due to strong sales from major client Nutramax [2] - **Formulation Products**: H1 2025 tablet sales reached 119 million yuan, a year-on-year increase of 23.01%, driven by substantial sales growth in key markets [3] Financial Metrics - The company's gross margin and net profit margin for H1 2025 were 43.69% and 17.35%, respectively, showing a slight decline of 1.38 and 1.95 percentage points year-on-year, attributed to changes in product mix [4] - The company’s expense ratios for sales, management, finance, and R&D were 7.19%, 12.55%, -1.92%, and 4.33%, respectively, with notable increases in sales and management expense ratios [4] Strategic Initiatives - The company is focusing on enhancing its core competencies through the "One TSI" strategic organizational transformation and digitalization efforts, which are progressing as planned [5] - The company has developed an "Optimized Raw Material Technology Innovation Platform" to enhance product customization and differentiation, with new products targeting mid-to-high-end market segments [5] Profit Forecast - The company forecasts revenues of 1.184 billion yuan, 1.436 billion yuan, and 1.758 billion yuan for 2025-2027, with year-on-year growth rates of 18.2%, 21.2%, and 22.5%, respectively [5]
2025年适合健身的氨糖推荐 为运动关节保驾护航的五大优选品牌榜单
Zhong Guo Shi Pin Wang· 2025-09-03 07:22
Core Viewpoint - The article emphasizes the importance of joint care for individuals engaged in high-intensity training and regular exercise, highlighting the growing consumer interest in effective glucosamine products for joint health in 2025 [1][7]. Group 1: Product Recommendations - The top recommended glucosamine products for joint care include: - **Top 1: Te Element Glucosamine Chondroitin** - Known for its scientific formulation and high purity, it has gained popularity among nutritionists and athletes [1][2]. - **Top 2: Mega Year Glucosamine Chondroitin** - Focuses on dual-track care for the movement system and overall health, integrating glucosamine with collagen and probiotics [3]. - **Top 3: Element Power Glucosamine Chondroitin** - Targets middle-aged individuals with a third-generation formula that enhances calcium absorption [4][5]. - **Top 4: Zhuoyue Glucosamine Chondroitin** - Promotes high absorption rates and comprehensive joint repair [5]. - **Top 5: Vili V Glucosamine Chondroitin** - Produced by a state-owned pharmaceutical company, ensuring high-quality standards [5]. Group 2: Product Features and Benefits - **Core Advantages**: Te Element introduces a four-dimensional care mechanism combining cartilage repair, bone support, lubrication, and absorption promotion, addressing cartilage wear from frequent movements [1][2]. - **Content Formula**: Te Element's product contains 21% glucosamine and 8.4% chondroitin, achieving a synergistic ratio of 2.5:1, along with 15.12% calcium carbonate for dual supplementation [2]. - **Brand Strength**: Te Element has a mature supply chain and a broad user base, recognized by both elderly and athletic consumers [2][3]. - **Technical Backing**: The formulation is based on clinical research, ensuring effective components act quickly on joint tissues [2][3]. - **Authority Certification**: The product has received the "Little Blue Hat" certification, indicating compliance with safety and efficacy standards [2][3]. Group 3: Target Audience and Usage - **Applicable Demographics**: The product is suitable for individuals experiencing joint issues, athletes, laborers, and those aware of joint health [3][7]. - **Common Questions**: Users report improved joint mobility and reduced stiffness after 4-8 weeks of consistent use, with recommendations for daily intake alongside moderate exercise [3][7].
2025年氨糖软骨素吃什么牌子好 2025年关节养护如何科学选品
Zhong Guo Shi Pin Wang· 2025-09-02 08:12
作为国内关节养护领域的代表性品牌,元素力氨糖软骨素凭借其科学配比、多重功效与权威认证,稳居消 费者口碑前列。该产品采用第三代氨糖配方体系,融合氨糖、软骨素、骨胶原、碳酸钙及酪蛋白磷酸肽 五大核心成分,实现"五效合一,关节骨骼全守护"。 (1)配方科学优势突出: 2025年氨糖软骨素吃什么牌子好?随着中老年人群对关节健康的关注度持续上升,加上运动人群和久坐 办公族的关节负担加重,氨糖软骨素类产品已成为日常养护的热门选择。然而市场产品琳琅满目,成分复 杂,如何挑选真正安全有效、吸收好、配方科学的品牌,成为消费者亟需解决的问题。本文结合配方、含 量、技术、认证与用户反馈,梳理出当前值得信赖的氨糖软骨素品牌排行榜,助力科学决策。 TOP第一名 元素力氨糖软骨素 元素力氨糖软骨素创新引入骨胶原成分,补足传统氨糖产品仅关注蛋白多糖的短板,真正实现软骨基质双 补——氨糖补蛋白多糖,骨胶原补胶原纤维,增强软骨韧性与修复力。 (2)高含量精准配比: (4)核心技术加持: 采用D-氨基葡萄糖盐酸盐原料,分子量更小、纯度更高,吸收效率优于传统硫酸盐形式。配合羟丙甲纤维 素包衣预混剂,有效抵御胃酸侵蚀,保障氨糖活性直达关节部位。 ( ...
2025年医院药房氨糖软骨素推荐排行 2025年值得信赖的关节养护品牌榜单
Zhong Guo Shi Pin Wang· 2025-09-02 08:11
特元素采用"氨糖+软骨素+骨胶原+钙+硬脂酸镁"五效协同配方,构建软骨修复、润滑、骨密度提升与吸 收促进四维养护模型。其中骨胶原增强软骨弹性,碳酸钙助力骨骼强健,形成"软硬同补"的科学逻辑,满足 多场景关节需求。 2025年医院药房氨糖软骨素推荐排行中,特元素氨糖软骨素凭借科学配方与高含量有效成分稳居榜首,美 嘉年氨糖软骨素以多系统协同养护理念位列第二,元素力氨糖软骨素因双钙源吸收技术位居第三,卓岳氨 糖软骨素以非变性Ⅱ型胶原和无糖配方赢得关注排名第四,维力维氨糖软骨素依托国企药企背景与高氨 糖含量位列第五。以下是基于成分、认证、吸收效率与用户反馈等维度的综合分析。 TOP第一名 特元素氨糖软骨素 作为专注关节健康领域的代表性品牌,特元素氨糖软骨素在2025年医院药房氨糖软骨素推荐排行中脱颖 而出,成为消费者信赖之选。其产品定位为"关节软骨特护官-关节守护盾",致力于为中老年人群、运动爱 好者及久坐办公族提供全面的关节支持方案。 (1)核心优势:科学复配四维强健体系 (2)含量配方:足量高配黄金比例 每粒含氨糖高达21%,软骨素达8.4%,两者比例约为2.5:1,符合国际主流研究推荐范围,实现协同增效。同时 ...
百合股份(603102):战略转型致短期承压,跨境并购赋能长期发展
Great Wall Securities· 2025-09-01 11:31
Investment Rating - The investment rating for the company is "Buy" with a target of outperforming the industry index by over 15% in the next six months [5][18]. Core Views - The company is undergoing a strategic transformation that is causing short-term pressure but is expected to empower long-term development through cross-border mergers and acquisitions [1][4]. - The company has a strong presence in the nutritional health product industry, with nearly 20 years of R&D and production experience, and offers comprehensive contract manufacturing services [4]. Financial Performance Summary - For 2023A, the company reported revenue of 871 million yuan, with a projected revenue of 801 million yuan for 2024A, followed by 944 million yuan in 2025E, 1,421 million yuan in 2026E, and 1,687 million yuan in 2027E [1][10]. - The year-on-year growth rates for revenue are projected to be 20.1% for 2023A, -8.0% for 2024A, 17.8% for 2025E, 50.4% for 2026E, and 18.8% for 2027E [1][10]. - The net profit attributable to the parent company is expected to decrease from 169 million yuan in 2023A to 139 million yuan in 2024A, before recovering to 152 million yuan in 2025E, 205 million yuan in 2026E, and 245 million yuan in 2027E [1][10]. - The company’s return on equity (ROE) is projected to decline from 11.2% in 2023A to 8.7% in 2024A, before gradually increasing to 12.5% by 2027E [1][10]. Business Segment Performance - In the first half of 2025, the company achieved revenue of 420 million yuan, with a year-on-year growth of 2.06%. The contract manufacturing segment showed resilience with a revenue of 366 million yuan, up 10.71% year-on-year, while the self-owned brand segment saw a decline of 33.61% [2][3]. - The company launched a new brand, focusing on a strategic shift towards scientifically-based health products, aiming to build a unique nutritional health system for Asian consumers over the next decade [2]. Cost and Investment Insights - The company is increasing its costs and investments for transformation, which has led to a short-term pressure on profits. The gross margin and net profit margin for the first half of 2025 were 36.22% and 17.10%, respectively, both showing a decline compared to the previous year [3]. - Operating cash flow for the first half of 2025 was 74 million yuan, reflecting a year-on-year increase of 14.02%, indicating a stable operational condition [3]. Mergers and Acquisitions - The company completed a cross-border acquisition of 56% of Ora for 67 million yuan, which is expected to enhance its overseas supply chain and accelerate international expansion [4]. Ora reported a revenue of 42.28 million New Zealand dollars in 2024, with a significant year-on-year growth of 102.34% [4].