证券日报网讯 金丹科技（300829）11月25日在互动平台回答投资者提问时表示，公司作为当前国内乳 酸行业龙头企业，将积极履行作为上市公司的社会责任，促进行业良性发展。公司产品价格是综合考虑 市场供需状况、原材料价格变动以及工艺技术突破等因素，进行合理定价。 ...

Group 1 - The news reported that Jiang Dongliang and his team have developed a corn-based biodegradable bone screw technology that has broken foreign monopolies and is at an internationally leading level, capable of degrading into carbon dioxide and water without a second surgery, with hardness comparable to metals and non-toxic [2] - Jiang Dongliang is the technical director of Henan Jindan Lactide Technology Co., Ltd., which focuses on deep processing of corn [2] - Jindan Technology (300829.SZ) responded that the reported content was not confirmed by the company and does not reflect the current situation, and they have requested corrections from the media [2] Group 2 - Jindan Technology's main business includes the research, production, and sales of lactic acid and its series of products, and it has become a leading enterprise in China's lactic acid industry with high brand recognition [3] - The company is currently constructing a polylactic acid project with an annual production capacity of 75,000 tons, expected to be completed by June next year, with potential for mass production if the trial runs meet standards [2] - As of the latest trading session, Jindan Technology's stock price was 19.20 yuan per share, with a total market capitalization of 4.4 billion yuan [4]

南方财经11月13日电，21财经《辟谣财知道》注意到，市场上有消息称，蒋栋梁其团队研发15年的玉米 基可降解骨钉技术，打破国外垄断，具有国际领先水平，无需二次手术即可在体内降解为二氧化碳和 水，硬度媲美金属且无毒无害。获相关媒体报道，该技术已在周口实现产业化应用。蒋栋梁是河南金丹 乳酸科技股份有限公司技术总监，专注玉米精深加工领域研究。11月13日，金丹科技回应称，上述报道 内容未经公司确认，不符合公司当前的实际情况。21财经·南财快讯记者以投资者身份致电金丹科技， 公司证券部工作人员进一步指出，目前公司聚乳酸项目仍在建："公司7.5万吨聚乳酸项目正在建设中， 预计明年6月份建成，若试车后产品达到预期标准，可能就会直接进行量产了。"至于项目建好后，是否 会将聚乳酸应用在骨钉产品开发方面，董事会方面暂未作出决策。对于蒋栋梁身份，前述工作人员确认 其为公司技术总监。查看原文：乳酸行业龙头澄清：网上报道内容不实刚刚 ...

Core Viewpoint - JinDan Technology (300829.SZ) is a leading player in the domestic lactic acid industry, having established a comprehensive "corn-lactic acid-lactide-polylactic acid" industrial chain, particularly focusing on biodegradable materials like polylactic acid, which is seen as a potential blue ocean market [3][5]. Group 1: Company Overview - JinDan Technology has an annual production capacity of 183,000 tons for lactic acid and its derivatives, making it the leader in the domestic lactic acid sector [6]. - The company is currently expanding its lactic acid production capacity by an additional 50,000 tons, with an investment of 313 million, expected to be 75% completed by the end of 2024 [7]. - JinDan is located in a major corn-producing area in China and is extending its operations into upstream corn cultivation, planning to contract over 17,000 acres for high-starch corn cultivation in 2024 [8]. Group 2: Downstream Expansion - The company is extending its operations downstream into lactide, polylactic acid, and modified materials, which is a key strategic direction for JinDan [9]. - In 2024, JinDan has projects under construction that include a 10,000-ton lactide and a 75,000-ton polylactic acid biodegradable materials project [10]. - Additionally, JinDan has a project for producing 60,000 tons of biodegradable polyester and its products, with a budget of 466 million, expected to be completed by the end of 2024 [11]. Group 3: Industry Challenges - The lactic acid industry is currently characterized as a red ocean, with significant competition and pressure on prices, leading to a decline in revenue and profitability for JinDan [12][14]. - In 2023, the global lactic acid industry had a total capacity of 1.193 million tons, but the market is facing oversupply, resulting in a drop in JinDan's gross margin to 18.9%, the lowest on record [14]. - JinDan's net profit for 2023 was 85 million, a year-on-year decline of 35.54%, with projections for 2024 indicating a further drop to 37 million [15]. Group 4: Market Dynamics - The polylactic acid industry is experiencing rapid capacity expansion, with China's production capacity expected to reach 300,000 tons in 2024 and over 1 million tons by 2025, while consumption is only projected at 120,000 tons [19]. - The competitive landscape is intensifying, with many companies planning significant capacity expansions, leading to concerns about future oversupply [19][20]. - JinDan's projects have faced delays, with the 75,000-ton polylactic acid project now expected to be completed in June 2026, reflecting broader industry challenges [23].