级. 任何 研形式的发布、复制。如引用、刊发、需注明出处为"广发期 | 油脂产业期现日报 | | --- | | 王泽辉 Z0019938 2025年7月3日 | | 受湘 | | 7月2日 7月1日 涨跌 旅跌幅 | | 现价 8260 8240 20 | | 期价 Y2509 8018 7972 46 0.58% | | 现货墓差报价 江苏6月 09+220 09+250 -30 - | | 仓单 20582 2115 10.28% | | 棕榈油 | | 7月1日 涨跌 张跌幅 | | 现价 广东24度 8460 8430 30 0.36% | | 期价 P2509 8440 8336 104 1.25% | | 某差 P2509 20 ਰੇ ਕੇ -74 -78.72% | | 现货墓差报价 广东6月 09+250 09+250 0 - | | 1.48% | | 盘面进口利润 -408 -383 -25 -6.58% 广州港9月 | | 仓单 470 470 0 0.00% | | 菜籽油 | | 7月1日 涨跌 涨跌幅 | | 9730 9630 100 现价 江苏四级 1.04% | | 期价 ...

科技股里的康达新材值得说道，收购半导体公司中科华微，直接切入高可靠集成电路领域。现在国产替代正火，加上他们在风电材料的龙头地位，双轮驱动 的逻辑挺硬。不过这种跨界收购有不确定性，得看看后续整合情况，比如技术团队能不能融合，订单能不能落地，这都是中长线投资的关键观察点。 消费升级方向，保龄宝涨停是因为功能糖新品投产，HMOs这种高端产品在母婴市场需求很大。作为行业龙头，他们的研发能力和渠道优势明显，但消费股 得看终端动销数据，接下来几个月的销售旺季能不能放量，这是决定股价走势的核心因素。 最后说个中长线的思路，现在市场风格在切换，资金开始从纯题材炒作转向有业绩支撑的板块。像新能源、科技、消费升级这些方向，政策支持明确，行业 空间大，只要公司基本面扎实，回调反而是上车机会。但千万记住，别追高，尤其是那些短期涨幅过大、没有业绩支撑的票，很容易被套在山顶。 总结一下，今天的涨停股里，我重点圈了诚邦股份、巨力索具、福莱特、康达新材和保龄宝这几家。接下来我会持续跟踪他们的业绩预告、政策动态和行业 数据，在咱们的投资圈里及时分享。记住，中长线投资不是死扛，而是要像狙击手一样，耐心等待确定性机会，一击必中。 家人们好，又到了 ...

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]

Core Viewpoint - The approval of D-allulose as a new sugar substitute in China marks a significant development in the low-calorie sweetener market, indicating growth potential for the industry and related companies [2][3]. Industry Overview - The sugar substitute market in China reached a scale of 1.8 billion yuan in 2023, with projections to exceed 3.3 billion yuan by 2028 [3]. - The increasing consumer demand for healthier diets and reduced sugar intake is driving the growth of the sugar substitute market, with 44% of respondents indicating a greater focus on sugar and fat control [3]. - The global market for allulose is projected to grow from $237 million in 2023 to $423 million by 2030, with a compound annual growth rate of 7.7% [4]. Company Developments - Several companies have already positioned themselves in the allulose market, with production capacities primarily aimed at overseas sales prior to the recent approval for domestic use [6]. - Baolong Chuangyuan has a 15,000-ton crystalline sugar project set to commence production in May 2024 [6]. - Bailingbao plans to start a 20,000-ton allulose expansion project by March 2025, with an expected annual capacity of approximately 30,000 tons by 2026 [6]. - Sanyuan Biological has a 10,000-ton allulose production line that is operating well, with plans for a second line [6]. - Huakang Co. is collaborating with Jiangnan University to develop efficient green production methods for allulose, with a planned capacity of 40,000 tons per year [6]. Stock Performance - As of July 2, 2023, sugar substitute concept stocks have seen significant gains, with an average increase of over 24% this year, outperforming the Shanghai Composite Index [7]. - Notable performers include Baolong Chuangyuan and Bailingbao, both of which have seen stock prices surge [7]. - Five sugar substitute concept stocks reported net profits exceeding 100 million yuan in Q1 2023, including Meihua Biological and Xinghuo Technology [7]. - Seven sugar substitute concept stocks have rolling price-to-earnings ratios below 30, indicating potential investment opportunities [7].

中共中央政治局委员、国务院副总理张国清近日在湖北调研制造业转型升级和创新发展等工作。他强调， 要深入贯彻习近平总书记重要指示批示精神，落实党中央、国务院决策部署，坚持把发展经济的着力点放 在实体经济上，深入推进新型工业化，推动制造业高端化、智能化、绿色化发展，因地制宜发展新质生产 力，不断塑造高质量发展新动能新优势。 2、证监会：全力抓好资本市场自主开放重点举措落地 持续提升A股市场吸引力 1、国务院副总理张国清：深入推进新型工业化 因地制宜发展新质生产力 重要程度：★★★★★ 重要程度：★★★★ 证监会党委召开扩大会议，学习习近平在福建工作期间的金融论述，研究部署资本市场具体举措。会议强 调要统筹"两个结合"，政治性与专业性，效率与公平，对内改革与对外开放，发展与安全，推动资本市场 高质量发展。 其中提到，要深入推进以"两创板"改革为抓手的新一轮全面深化资本市场改革，不断以改革优制度、增活 力。全力抓好资本市场自主开放重点举措落地，以做强主场为方向，持续提升A股市场吸引力、竞争力。 3、广州拟出"商转公贷款"政策 个贷率低于75%可启动"商转公" 重要程度：★★★★ 广州住房公积金管理中心发布关于公开征求 ...

Group 1 - The core point of the article is that Microgen has become the first company in China to receive approval for the legal sale of allulose, a new food ingredient, by the National Health Commission [1] - The AS10 strain used for the direct fermentation method to produce allulose is the first case in China to be approved for a new food ingredient using synthetic biology technology [1] - Allulose can meet consumer demand for sweetness while not adding metabolic burden, positively impacting blood sugar control and weight management [1] Group 2 - Microgen's first-phase allulose factory in Qinhuangdao has officially commenced production, and the second-phase factory is set to be operational by 2027 [2] - The company is collaborating with traditional bio-manufacturing partners in North China, Northeast China, and Northwest China to advance multiple projects for tens of thousands of tons of production capacity [2] - The compliant sales regions for Microgen's allulose now cover multiple countries and regions, including Asia-Pacific and North America, impacting a total population of approximately 2 billion people [2]

Group 1: Industry Overview - The sugar substitute industry is experiencing positive developments, with the sugar substitute concept stocks showing strong performance, particularly in the A-share market, where the market capitalization of Baolingbao approaches 5 billion yuan [1] - The market size of sugar substitutes in China reached 1.8 billion yuan in 2023, with projections to exceed 3.3 billion yuan by 2028, driven by increasing consumer demand for healthier diets and reduced sugar intake [4] Group 2: Company Developments - Baolingbao, a key player in the sugar substitute market, reported a net profit of 50 million yuan in Q1, representing a year-on-year increase of 117.35% [1] - The company is expanding its production capacity for D-alulose, with plans to start a 20,000-ton annual production project by March 2025, aiming for a total capacity of approximately 30,000 tons by 2026 [2] - Other companies like Bailing Chuangyuan and Sanyuan Biological are also increasing their production capacities for D-alulose, with Bailing Chuangyuan's project set to commence in May 2024 [2][3] Group 3: Market Trends - D-alulose, a rare sugar with 70% of the sweetness of sucrose but only 0.3% of its calories, is gaining traction in the market due to its high sweetness, low calories, and safety [5] - The global market for D-alulose was valued at approximately 237 million USD in 2023, with a compound annual growth rate (CAGR) of 7.7%, expected to reach 423 million USD by 2030 [5] Group 4: Stock Performance - Sugar substitute concept stocks have shown strong performance this year, with an average increase of 20.51%, significantly outperforming the Shanghai Composite Index [6] - Several sugar substitute stocks, including Baolingbao and Bailing Chuangyuan, have seen cumulative increases exceeding 40% [6] - As of July 2, 2023, six sugar substitute concept stocks reported net profits exceeding 100 million yuan in Q1, indicating robust financial performance [6]

Core Viewpoint - Jinduo Food Group has been awarded the "Best Case in Social Responsibility" at the 2025 Central and Eastern European ESG Best Practices Conference, highlighting its commitment to ESG principles and sustainable business practices [1][3]. ESG Commitment - ESG has evolved into a global movement for corporate management, becoming a crucial metric for sustainable development and long-term investment value [3]. - Jinduo's chairman, Ma Enduo, emphasizes the integration of ESG principles into the company's core operations, establishing a strong business model that respects global sustainability [3][4]. Environmental Initiatives - Jinduo adopts a long-term perspective on environmental protection, utilizing recyclable materials in packaging and developing plant-based alternatives to reduce animal gelatin usage [6]. - The company has implemented a governance model that promotes stability and shared value among stakeholders, while also focusing on employee health and development [6]. Social Responsibility Efforts - Jinduo prioritizes social responsibility, particularly in supporting children and women, with initiatives such as music concerts for special needs children and educational support in rural areas [7]. - The company has made significant donations to children affected by the Ukraine conflict and has provided aid to refugee children in Jordan, showcasing its commitment to global social welfare [7]. Future Vision - Looking ahead, Jinduo aims to continue its ESG practices and spread sweetness and love globally through its products, reinforcing its mission of responsibility for the future [8]. Conference Overview - The conference, co-hosted by various international organizations, gathered over 400 representatives to discuss new paths for cooperation in the ESG field, establishing benchmarks for corporate ESG development [9].

Group 1 - The announcement by the National Health Commission regarding the approval of D-Allulose and 20 other "new food" safety assessment materials has led to a surge in the sugar substitute sector, with companies like Baolingbao and Bailong Chuangyuan hitting the daily limit increase [1][2] - D-Allulose is a natural low-calorie sweetener with a sweetness level about 70% that of sucrose, but with only one-tenth the calories, making it a promising alternative to sugar due to its various health benefits [2][3] - The global market for D-Allulose is projected to reach approximately $200 million in 2024 and $500 million by 2030, indicating significant growth potential [2] Group 2 - The approval of D-Allulose in China is expected to reshape the supply chain dynamics, as the market has previously relied heavily on exports, with D-Allulose only being approved in 13 countries including the US and Japan [3][4] - Companies involved in the sugar substitute sector are actively expanding their production capacities, with Baolingbao planning to increase its annual production capacity to over 20,000 tons by 2025, and Jinhe Industrial already having a capacity of 10,000 tons [4][5] - The production of D-Allulose is complex and costly, but companies like Jinhe Industrial are utilizing advanced enzyme technology to reduce production costs and enhance efficiency [4][5]

白糖产业日报 2025-07-02 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:白糖(日,元/吨) | 5766 | -9 主力合约持仓量:白糖(日,手) | 302138 | -7673 | | 期货市场 | 仓单数量:白糖(日,张) | 23575 | -174 期货前20名持仓:净买单量:白糖(日,手) | -21701 | 9455 | | | 有效仓单预报:白糖:小计(日,张) 进口加工估算价(配额内):巴西糖(日,元/ | 0 | 0 | | | | 现货市场 | 吨) 进口巴糖估算价(配额外,50%关税)(日,元 | 4342 | 46 进口加工估算价(配额内):泰国糖(日,元/ 吨) | 4392 | 46 60 | | | | 5511 | 60 进口泰糖估算价(配额外,50%关税)(日,元 | 5576 | | | | /吨) 现货价:白砂糖:昆明(日,元/吨) | 5895 | /吨) 0 现货价:白砂糖:南宁(日,元/吨) | 6070 | -2 ...