Group 1: Product Development and Collaborations - The company is developing customized product formulations using allulose for various clients in the food and beverage sector, collaborating with numerous tea brands [3] - The company aims to lower the production costs of erythritol through process improvements and is expanding its application areas for this product [4] - The company plans to increase allulose production capacity to approximately 30,000 tons by 2026, following the initiation of a 20,000-ton expansion project in March 2025 [4] Group 2: Market Impact and Regulatory Environment - The company benefits from a 3.29% anti-subsidy tax rate on erythritol, which is the lowest among related companies, potentially aiding product exports [4] - The overall impact of tariff policies on the company's operations is limited, with normal production and business conditions reported [5] Group 3: Future Outlook and Strategic Initiatives - There is a growing demand for sugar-free and health-oriented products due to rising income levels and changing consumer preferences, which the company aims to capitalize on [5] - The company is focused on improving operational efficiency through lean management, flexible production, and market channel expansion to enhance profitability [5]

阿洛酮糖迎来政策面和产业面戴维斯双击 【事件催化】 1.商务部、国家卫生健康委等12部门关于印发《促进健康消费专项行动方案》的通知，重点提及提升健康饮食消 费水平，指导城乡基层医疗卫生机构为高血压、2型糖尿病、高脂血症、肥胖症等患者提供合理膳食和科学运动指 导要点。 #【文件健康消费第一条和第二条就是重点提及食品保健，可见重视度之高，#而阿洛酮糖正切合文件G点，该糖有 降压降脂和预防2型糖尿病的功效。 < 【#国内阿洛酮糖使用获批在即，#重磅政策国内代糖新赛道新分支1-100放量】 3.#市场高标金河生物补涨发散【代糖概念】阿洛酮糖作为市场新消费新分支新聚焦点，#有望迎来产业趋势1- 100，代替现有代糖饮料和食品，市场空间巨大。 阿洛酮糖迎来政策面和产业面戴维斯双击 【事件催化】 1.商务部、国家卫生健康委等12部门关于印发《促进健康消费专项行动方案》的通知，重点提及提升健康饮食消 费水平，指导城乡基层医疗卫生机构为高血压、2型糖尿病、高脂血症、肥胖症等患者提供合理膳食和科学运动指 导要点。 #【文件健康消费第一条和第二条就是重点提及食品保健，可见重视度之高，#而阿洛酮糖正切合文件G点，该糖有 降压降脂和预 ...

截至5月9日收盘，代糖概念上涨0.64%，位居概念板块涨幅第3，板块内，9股上涨，百龙创园、金禾实 业、保龄宝等涨幅居前，分别上涨8.33%、3.52%、3.26%。跌幅居前的有金河生物、华资实业、星湖科 技等，分别下跌2.52%、1.61%、1.61%。 | 600783 | 鲁信创 投 | -0.08 | 0.44 | 290.14 | 7.42 | | --- | --- | --- | --- | --- | --- | | | 中化国 | | | | | | 600500 | | -0.54 | 0.35 | 275.51 | 6.01 | | | 际 | | | | | | 605300 | 佳禾食 | -0.36 | 0.92 | 234.25 | 4.57 | | | 品 | | | | | | 000930 | 中粮科 | -0.36 | 0.55 | 109.41 | 1.91 | | | 技 | | | | | | 603968 | 醋化股 | -0.37 | 0.96 | 3.77 | 0.18 | | | 份 | | | | | | | 蔚蓝生 | | | | | | 603739 ...

A股代糖概念板块震荡上升，百龙创园封板涨停，亚盛集团涨超4%，金禾实业涨近4%，红棉股份、三 元生物等跟涨。 ...