珈凯生物成立于2015年，主要从事化妆品功效原料的研发、生产及销售，主营业务产品化妆品功效原料主要应用于护肤类、面膜类以及洗护类化妆品等终端 产品。该公司此次IPO拟募资3.10亿元，计划全部用于年产50吨功能性植物提取物项目。 公开资料显示，2020年12月，珈凯生物前身珈凯有限首次引入外部投资者，致宸青云及苏盈金穗实缴出资认购101.5666万元注册资本，增资价格为30.00元/ 注册资本，珈凯有限投前估值为3亿元。 2021年10月，珈凯有限老股东苏文才、田军分别将其持有的珈凯有限11.0157万元、10.5916万元注册资本，转让给君尚合钰、致宸天珈，"套现"金额分别为 650万元、625万元。同时，该公司通过增资引入华熙朗亚、温润佳品等外部投资者，估值蹿升至6.50亿元。 2022年8月，员工持股平台嘉兴珈上将其持有的珈凯有限12.1681万元、6.084万元注册资本，分别转让给亿崇创投、水羊股份，"套现"金额合计1620万元。同 时，华熙朗亚、温润佳品等外部投资者继续加大对珈凯有限的投资额，后者估值增长至12亿元。 近日，上海珈凯生物股份有限公司（以下简称"珈凯生物"）回复了北交所第一轮审核问询函 ...

根据北交所披露的信息，近日，化妆品功效原料商上海珈凯生物股份（600201）有限公司(以下简称"珈凯生物"或"发行人")披露了北交所IPO第一轮问询 的回复文件，针对股权变动合规性及控制权稳定性、业务模式及产品技术先进性、化妆品原料资质合规性及产品质量风险、业绩增长持续性及产能消化能 力以及供应商集中度较高及采购定价公允性等问题作出解释说明和回应。 股权变动与控制权： 业绩与产能： 营收净利双增，产能消化能力待验证 财务数据显示，报告期内公司业绩呈现稳步增长态势。2022年～2024年，营收从1.83亿元增至2.42亿元，净利润从0.55亿元增至0.57亿元。绿色天然功效原 料产品产能利用率分别为151.15%、61.19%、49.87%，生物合成功效原料产品产能利用率分别为93.09%、19.32%、25.33%。 报告期内，公司向前五大客户的销售占比分别为36.61%、32.30%和32.88%，报告期内主要客户销售金额存在一定波动。北交所请发行人量化说明报告期 内及期后收入增长的原因及合理性。进一步分析说明公司报告期内收入、净利润波动与可比公司差异的原因及合理性，选取可比公司相同或相近业务业绩 数据进一 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司的防晒产品有保质期吗？如果有请详细说明 一下公司各产品的保质期。 科思股份（300856.SZ）12月26日在投资者互动平台表示，公司的防晒剂产品作为核心功效原料，其质 量标准和贮存周期有严格的内控管理，确保投入生产前处于最佳状态。目前，公司防晒剂产品的保质期 为2~5年。 （文章来源：每日经济新闻） ...

Group 1: Construction Materials Industry - The central economic work conference emphasizes "internal strength" and highlights the contradiction of "strong supply and weak demand" in the construction materials industry, indicating a shift towards supply-side reforms and potential investment opportunities in the cement sector [2][6][9] - The policy focus has shifted from "extraordinary counter-cyclical adjustments" to "increasing counter-cyclical and cross-cyclical adjustment efforts," suggesting a more gradual adjustment in demand-side policies for the upcoming year [2][6] - The cement sector remains the most valuable investment area within the construction materials industry, with expectations for a new round of supply-side reform [2][6] Group 2: Cosmetics Raw Materials Industry - The Chinese cosmetics raw materials market is projected to grow from CNY 1147.80 billion in 2019 to CNY 1603.90 billion by 2024, with a compound annual growth rate (CAGR) of 6.9% [10] - The peptide raw materials market is expected to grow from CNY 11.2 billion in 2019 to CNY 21.7 billion by 2024, with a CAGR of 14.1% [10] - Leading companies in the industry include Weiqi Technology and Jiakai Biological, with Weiqi holding a 6.6% market share in the peptide raw materials sector [10][11] Group 3: Transportation Industry - The logistics demand in emerging markets is showing robust growth, with Jitu Express achieving record daily collection volumes in Brazil [15][16] - The international air transport association (IATA) forecasts a stable profit outlook for airlines, with a projected total net profit of USD 41 billion in 2026 [18] - The supply chain bottlenecks continue to restrict the growth of the aviation industry, with a structural mismatch between demand and available aircraft [18] Group 4: Agriculture, Forestry, Animal Husbandry, and Fishery Industry - The pig price is expected to remain weak, with a recent increase to CNY 11.54/kg, but overall industry losses persist [31][32] - The central economic work conference has introduced policies aimed at stabilizing pig prices and enhancing farmers' income, indicating a shift towards protecting farmers' rights and promoting innovation [32] - The chicken industry faces a "high capacity, weak consumption" dilemma, with leading companies likely to gain market share as they adapt to changing conditions [33]

转自：新华财经 据悉，本次外债登记后的借入资金将专项用于浙江凯色丽科技发展有限公司生产设备节能升级与工艺优 化，进一步降低碳排放。该笔绿色外债登记的成功办理，是银、企、政三方协同推进绿色金融创新的重 要成果，形成了一套可复制、可推广的服务模式。未来，交通银行浙江省分行将坚定不移地践行绿色金 融使命，为绿色产业发展与经济社会低碳转型注入强劲金融动能。（陈众） 编辑：赵鼎 该笔绿色外债业务自启动以来便备受关注。借款企业浙江凯色丽科技发展有限公司成立于2008年，是一 家长期致力于化妆品原料研发、生产与销售的国家高新技术企业，也是湖州市绿色进出口AA级以上绿 色专精特新企业，且属于绿色低碳项目清单。近年来，企业持续推进生产线技术改造与能效提升，践行 绿色制造理念，逐步完成低碳转型。交通银行团队在走访中敏锐捕捉到其低碳环保设备更新项目与绿色 外债资金需投向绿色低碳转型项目的要求高度契合，随即启动专项服务机制。 从初步对接到模式确认，从政策解读到材料准备，交通银行团队全程紧密跟进，逐一打通操作环节中的 堵点与难点，最终顺利完成外债登记全流程。企业负责人在接受采访时感慨道："一开始我们还担心办 理绿色外债会特别麻烦，没想 ...

Investment Rating - The report indicates a positive outlook for the cosmetics raw materials industry, highlighting the stable growth of the downstream cosmetics sector and the leading positions of companies like Weiqi Technology and Jiakai Biological [1]. Core Insights - The cosmetics raw materials industry in China is projected to grow from CNY 1,147.80 billion in 2019 to CNY 1,603.90 billion by 2024, with a compound annual growth rate (CAGR) of 6.9% [2][12]. - The peptide active ingredients market is expected to grow from CNY 11.2 billion in 2019 to CNY 21.7 billion by 2024, achieving a CAGR of 14.1% [2][16]. - The plant extract raw materials market is anticipated to increase from CNY 204.5 billion in 2019 to CNY 270.2 billion by 2024, with a CAGR of 6.5% [2][20]. - Weiqi Technology holds a 6.6% market share in the peptide raw materials sector, ranking first in China [2][25]. - Jiakai Biological has established a leading position in the plant extract efficacy raw materials field, with significant revenue growth [2][33]. Summary by Sections 1. Growth of the Cosmetics Raw Materials Industry - The cosmetics raw materials market in China is expected to reach CNY 1,604 billion by 2024, driven by the stable growth of the cosmetics industry [2][5]. - The global cosmetics market is projected to reach USD 550.3 billion in 2024, with China being the largest market [5][8]. 2. Performance of Weiqi Technology and Jiakai Biological - Weiqi Technology's revenue for the first half of 2025 is CNY 132 million, a year-on-year increase of 34.6%, with a net profit of CNY 40.2 million, up 68.76% [2][30]. - Jiakai Biological's revenue for the first three quarters of 2025 is CNY 195 million, reflecting a year-on-year growth of 7.91%, with a net profit of CNY 47.3 million, up 16.91% [2][37]. 3. Market Trends and Valuation - The median price-to-earnings (P/E) ratio for the North Exchange consumer service sector increased to 50.1X, indicating a slight upward trend [2][50]. - The total market capitalization of consumer service companies on the North Exchange rose from CNY 1,096.29 billion to CNY 1,152.85 billion [2][43]. 4. Competitive Landscape - The cosmetics raw materials industry is characterized by a low concentration, with many small-scale companies primarily serving domestic mid-to-low-end markets [2][12]. - The demand for active ingredients, particularly peptides, is growing rapidly, driven by consumer preferences for effective skincare products [2][15].

成都圣诺生物科技股份有限公司（以下简称"公司"）全资子公司成都凯捷多肽科技有限公司的化妆品原 料五肽-18于近日通过国家药品监督管理局化妆品新原料备案，现将相关情况公告如下： 一、化妆品原料基本情况 证券代码：688117 证券简称：圣诺生物 公告编号：2025-037 成都圣诺生物科技股份有限公司 关于自愿披露五肽-18通过化妆品新原料备案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 INCI名称：PENTAPEPTIDE-18 备案号：国妆原备字20250152 备案人：成都凯捷多肽科技有限公司 四、风险提示 由于化妆品产品的行业特点，上述化妆品原料的具体销售情况可能受到行业政策、市场环境变化等因素 影响，具有较大不确定性。敬请广大投资者谨慎决策，注意投资风险。 中文名称：五肽-18 二、化妆品原料的其他情况 公司本次备案成功的化妆品新原料五肽-18是一种可用于各类化妆品的皮肤保护剂，在化妆品成品中的 安全使用量可达1.86%。通过协助改善皮肤刺激状态等，从而达到皮肤保护的作用。 三、对公司的影响 本次五肽- ...

Core Viewpoint - The approval of "Anse® Luoshen Zhu" as the world's first high molecular coloring agent for cosmetics marks a significant breakthrough in China's cosmetic raw material sector, transitioning from a follower to a leader in coloring technology [1][10]. Group 1: Product Approval - "Anse® Luoshen Zhu" is the first domestically developed cosmetic raw material approved by the National Medical Products Administration (NMPA) since the implementation of the new regulations in 2021 [1]. - The product received its registration number "Guo Zhuang Yuan Zhu Zi 20250002" and was officially approved on October 30, 2025 [2]. Group 2: Technological Innovation - The product utilizes a fourth-generation water-based polyurethane synthesis technology, embedding color groups in a stable structure that exceeds skin permeability thresholds, thus addressing safety concerns associated with traditional small molecular coloring agents [3]. - This innovation establishes a new technical pathway for "non-percutaneous coloring," significantly enhancing safety in cosmetic applications [3]. Group 3: Safety and Performance Standards - "Anse® Luoshen Zhu" is characterized by high molecular weight, ensuring that coloring agents do not penetrate the skin barrier, effectively eliminating transdermal absorption risks [4]. - The product exhibits excellent performance in terms of migration resistance, solvent resistance, and thermal stability, maintaining color stability across various formulations [4]. - The manufacturing process is environmentally friendly, free from organic solvents and toxic heavy metals, aligning with sustainable development principles [4]. Group 4: Regulatory Support - The successful registration of "Anse® Luoshen Zhu" reflects the NMPA's commitment to supporting innovation in new raw materials through scientific regulation and precise evaluation [6]. - The regulatory framework has facilitated the approval process for high-tech raw materials, demonstrating a pragmatic approach to innovation [6]. Group 5: Future Development - The approval of "Anse® Luoshen Zhu" lays a solid foundation for the development of subsequent products in the "Anse®" series, with plans for further research and registration of additional colorants [8]. - The company aims to meet the diverse safety coloring needs of the cosmetics industry by introducing more reliable high molecular coloring agents in the future [8].

Core Points - The National Medical Products Administration has made a second dynamic adjustment to the "Catalog of Used Cosmetic Ingredients," with the inclusion of Lauroyl Alanine as a new cosmetic ingredient from Suzhou Weimei Biotechnology Co., Ltd. [1][4] - Lauroyl Alanine is recognized as the first new cosmetic ingredient registered in Jiangsu Province, marking a significant achievement in the province's efforts to promote the registration and filing of new cosmetic ingredients [1][5] Industry Summary - Jiangsu Province has actively implemented policies to support the innovation of cosmetic ingredients, leading to a notable increase in the number of new ingredient registrations, positioning the province among the top in the country [3][4] - The successful registration of Lauroyl Alanine, which is derived from the combination of natural lauric acid and alanine, showcases the province's commitment to advancing the cosmetic industry through research and development [4][5] - The ingredient has been developed using patented supramolecular chemistry technology, resulting in a green and environmentally friendly product with superior surfactant properties, achieving international leading standards [5]

Core Insights - The Sichuan Province Cosmetics High-Quality Industry Development Conference was held in Chengdu, focusing on the theme "Shuzhuang Zhiyun · Intelligent Manufacturing Future" to explore high-quality development paths for the cosmetics industry in Sichuan [1] - Good Doctor Group participated as a brand representative, showcasing its strength in beauty raw materials and receiving high recognition for its technical research achievements [1] Group 1: Product Development - Good Doctor Group's research manager, Pu Qianqian, presented on "A Life Peptide Derived from the American Cockroach," detailing the development process of the hexapeptide-117 ingredient from three dimensions: mechanism, efficacy data, and toxicological safety [3] - The research adhered to a "Four Questions" philosophy, focusing on efficacy, the active components, the mechanism of action, and the process of efficacy [5] - Hexapeptide-117 was developed using a combination of molecular biology and clinical validation, integrating traditional medicine with modern scientific interpretation [5] Group 2: Efficacy and Testing - In vitro testing on a 3D epidermal skin model showed that hexapeptide-117 significantly increased the levels of filaggrin (FLG) and loricrin (LOR), which are crucial for skin barrier function [6] - The ingredient provides a gentle and effective soothing solution for sensitive skin experiencing redness and discomfort due to external stimuli [6] - Human efficacy tests indicated that subjects with sensitive skin using a serum containing 0.1% hexapeptide-117 for 28 days experienced better results compared to the control group [6] Group 3: Innovation and Market Impact - Hexapeptide-117 represents a new cosmetic raw material that combines natural wisdom with modern technology, marking an innovative achievement in the skincare industry [6] - The successful registration of this new ingredient in August signifies the emergence of a safer and more effective skincare component [5][6] - This development opens new avenues for innovation in the cosmetics raw material sector, enhancing consumer choices for skin health [6]