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26页|2025中国口服植物提取物趋势概览及抖音商销趋势报告
Sou Hu Cai Jing· 2025-10-10 06:07
2025中国口版权物是双边 及科音南销趋势报 博观研究院 在往期报告中,我们简单整理了中国口服美容市场情况。在这个逐步扩张、有望突破250亿元的庞大市场中,我们注意到一些热门的成分、品类也随之快速 成长,渐渐展现出不凡的影响力,这其中也包含植物提取物。 作为中国历史的重要组成部分之一,植物提取物植根于数千年中医药文化,与中国人结下了不解之缘。时光拨转,现代的中国植物提取物产业正经历着从传 统经验到现代科学的深刻转型,一方面是在现代科学技术的驱动下,植物提取物行业正逐渐向深度加工演进;另一方面,相关政策法规的正逐步完善,对植 物提取物的原料、产业链、行业边界等各个方面进行厘清,通过主动建标、全程管控,促进植物提取物行业从"规模扩张"阶段迈向"质量主导"的高质量发展 阶段。 两方合力之下,中国植物提取物市场与日激增,一方面海外出口量屡创新高、各大市场出口金额逐年上涨;另一方面,国内越来越多消费者觉醒健康养生意 识,开始关注植物提取物的产品理念、使用植物提取物产品养护身体健康。 但繁荣增长的背后,我们也要看到中国植物提取物正在面临的一些问题。比如,尽管植物提取物的出口量、出口金额逐年上涨,但平均出口单价增速近几年 ...
调研速递|晨光生物接受众多投资者调研 合成生物学布局引关注
Xin Lang Zheng Quan· 2025-09-15 10:54
Core Viewpoint - The company is focusing on synthetic biology technology and expanding its product offerings while maintaining strong research and development capabilities [1] Group 1: Synthetic Biology and Product Development - The company is closely monitoring developments in synthetic biology, which allows for the synthesis of essential components in microorganisms, potentially benefiting the upstream agricultural sector [1] - The company has a robust extraction and separation technology that can enhance the precision of effective component extraction in the synthetic biology industry [1] - The company plans to develop nutritional and medicinal products such as lycopene and grape seed extracts through its U.S. subsidiary, although production lines have not yet been established due to international economic factors [1] Group 2: Research and Development - The company has invested significantly in R&D, establishing advanced research centers and receiving 84 technology-related awards, including two national science and technology progress second prizes [1] - R&D expenses have increased due to project structural changes, particularly in customized and application-oriented product development [1] - The company is collaborating with Jiangnan University on various projects, including cottonseed protein peptides and other products, and plans to expand these collaborations [1] Group 3: Market Strategy and Future Growth - The company aims to become a leader in the natural plant extract industry by developing around ten top products globally and establishing a comprehensive industrial base [1] - The company is optimistic about the long-term growth of natural plant extracts as consumer awareness increases and these products replace synthetic alternatives [1] - The company is focusing on market segments with large scales, long processing chains, and high profit margins for future product development [1] Group 4: Financial Management and Market Position - The company emphasizes value management and shareholder interests, planning to reward shareholders through operational performance [1] - The company’s financing costs are comparable to the same-term Loan Prime Rate (LPR), and market interest rate cuts are expected to lower financing costs [1] - The company is exploring investment and acquisition opportunities based on its development plans and market conditions [1]
晨光生物(300138) - 2025年9月15日投资者关系活动记录表
2025-09-15 09:58
Group 1: Company Overview and Strategy - Morning Light Bio's long-term development strategy consists of three steps: achieving the world's largest production and sales of capsicum red, establishing around ten leading products globally, and building a natural plant extract industry base [12] - The company is currently in the second step of its strategy, having begun preparations for the third step [12] Group 2: Research and Development - The company has invested significantly in R&D, with a total of 702 patent applications and 450 patents granted as of mid-2025 [3] - R&D expenses have increased significantly in the first half of the year, driven by changes in project structure and higher material costs [8] Group 3: Market Position and Product Development - The company is focusing on expanding its product range, particularly in natural colorants, which are expected to replace synthetic colorants, providing a broader market opportunity [9] - The company has established a strong foothold in the herbal medicine sector, with 11 drug registration certificates obtained and several products in the pipeline [10] Group 4: Financial Performance and Growth Prospects - The revenue from traditional Chinese medicine granules is currently less than 1% of total revenue, indicating potential for growth in this area [3] - The company has expressed confidence in maintaining high growth rates, driven by increasing consumer demand for natural and healthy products [4] Group 5: International Operations - The U.S. subsidiary is currently evaluating the production of nutritional and medicinal products, with no production lines established yet due to economic factors [4] - The company is monitoring the international market for opportunities, particularly in the extraction of astaxanthin from cotton plants [6]
调研速递|莱茵生物接受9家机构调研,甜菊糖苷RM2成关注焦点
Xin Lang Zheng Quan· 2025-08-31 15:54
Core Viewpoint - Guilin Rhein Biotech Co., Ltd. reported a sales revenue growth of over 15% in the first half of 2025, but profits were under pressure due to industry competition, increased depreciation, and tariffs [1]. Group 1: Business and Performance - The company’s sales revenue growth exceeded 15% in the first half of 2025, but profits faced challenges from competitive pressures, rising depreciation costs, and tariffs [1]. - The company’s Vice General Manager and Board Secretary, Luo Huayang, participated in an online communication with nine institutions, including Zheshang Securities and Tianfeng Securities, to discuss operational performance [1]. Group 2: Raw Material and Product Price Trends - The purchase price of monk fruit raw materials is expected to remain stable this year, while the price of stevia raw materials is anticipated to be similar to last year [2]. - Some specifications of stevia products have seen slight price declines due to industry competition, but raw material costs are expected to support price stability [2]. - The price of monk fruit extracts is projected to rise as raw material prices recover [2]. Group 3: Product Development and Market Position - Rhein Biotech holds exclusive technology for the industrialization of stevia glycoside RM2, which is noted for its good taste, compatibility, and relatively controllable costs [2]. - The domestic certification for RM2 is dependent on government approval, while it has already received GRAS certification from the FDA in the U.S. and is in discussions with clients for cooperation [2]. - The company expects its synthetic biology workshop capacity to meet market demand within the next 2-3 years [2]. Group 4: Industrial Hemp Business - Despite potential policy adjustments regarding hemp by the U.S. President, there has not been a significant market recovery [2]. - The Indiana factory has been transformed into a comprehensive extraction facility, and the company will actively follow up if demand for industrial hemp revives [2]. Group 5: Competitive Advantages and Future Outlook - Rhein Biotech enhances its competitiveness through technological innovation and expanding application scenarios, particularly in synthetic biology and emerging markets like pet nutrition [2]. - The utilization rate of the new stevia extraction factory is expected to reach 40-50% for the year, with a significant increase anticipated after new raw materials are launched in September [2]. - The Indiana factory is positioned to navigate complex trade environments, focusing on natural sweeteners and leveraging local raw material procurement for supply chain security [2]. - The company anticipates a positive shift in operational performance in the third and fourth quarters of 2025, as trade policy uncertainties diminish and new products are launched [2].
莱茵生物2025年上半年营收同比增长15.37% 创新RebM2赋能全球发展
Zheng Quan Ri Bao· 2025-08-29 07:10
Core Insights - The company reported a revenue of 837 million yuan for the first half of 2025, representing a year-on-year growth of 15.37% [2] - The net profit attributable to shareholders was 38.11 million yuan, with a significant increase in operating cash flow net amounting to 295 million yuan, up 895.28% year-on-year [2] Revenue Breakdown - The natural sweetener business generated revenue of 397 million yuan, an increase of 7.67% year-on-year [2] - Tea extract revenue reached 108 million yuan, growing by 20.90% year-on-year [2] - Other extract products achieved revenue of 315 million yuan, reflecting a year-on-year growth of 26.33% [2] Product Performance - The core product, monk fruit extract, saw a sales volume increase of 20.35% and revenue growth of 63.61% year-on-year, demonstrating stable quality and supply capacity [2] - The company is collaborating with Jiangnan University to advance the industrialization of monk fruit glycoside synthesis technology, aiming to enhance its technological leadership in the industry [2] Innovation and Global Expansion - The company has successfully developed and supplied the new steviol glycoside RebM2, which is recognized as an ideal natural sweetener due to its superior taste and stability [3] - RebM2 has passed the US FDA GRAS certification, allowing entry into the high-end food and beverage market in the US, with domestic certification processes also progressing [3] - The company completed the upgrade of its Indiana factory, which will focus on the production of natural sweeteners and health product extracts, strengthening its global supply chain [3]
研报掘金丨信达证券:晨光生物Q2延续Q1态势,量增趋势明显
Ge Long Hui A P P· 2025-08-29 06:47
Core Viewpoint - The report from Cinda Securities indicates that Chenguang Biotech achieved a net profit attributable to shareholders of 215 million yuan, representing a year-on-year increase of 115.33% [1] Financial Performance - In Q2 2025, the net profit attributable to shareholders was 105 million yuan, showing a year-on-year growth of 72.25% [1] - The revenue performance remained stable with a significant increase in volume [1] Business Segments - In the plant extraction business, the sales volume of chili red reached 6,367 tons in the first half of the year, up 43% year-on-year [1] - Sales of chili essence were 1,536 tons, reflecting an 81% year-on-year increase [1] - Sales of feed-grade lutein exceeded 210 million grams, showing a slight year-on-year increase [1] - Sales of food-grade lutein reached 31.25 million grams, marking a 22% year-on-year growth [1] Future Outlook - The company is expected to continue achieving high year-on-year profit growth in the second half of the year, with attention on raw material harvest prices [1] - The profit in the second half of last year was affected by the cottonseed business, resulting in a low base for comparison [1] - Starting from Q3, raw materials such as marigold, pigment chili, and capsaicin will enter the harvest season, and their purchase prices will determine the company's product prices and gross margins for the next year [1]
晨光生物:近年来公司甜菊糖市场份额持续提升
Zheng Quan Ri Bao Wang· 2025-08-27 11:45
Core Viewpoint - The company, Morning Light Bio (300138), is focusing on developing a tiered product strategy, with significant growth potential in its sweetener product, stevia, which has a larger market space compared to other products like chili red and chili extract [1] Group 1: Product Strategy - The company has identified several key products in its tiered strategy, including stevia, ginkgo leaf extract, sophora flower extract, inulin, and essential oils, aiming to establish them as major products in the market [1] - The market share of stevia has been steadily increasing, indicating a growing revenue stream for the company [1] - The company is leveraging its technological advantages to enhance industry efficiency and promote overall industry development, even for products with currently smaller market sizes [1] Group 2: Long-term Goals - The long-term objective of the company is to transform its tiered products into new major products, suggesting a larger growth potential compared to its main products [1]
晨光生物(300138) - 2025年8月26日投资者关系记录表
2025-08-27 00:48
Financial Performance - In the first half of 2025, the company achieved revenue of 3.658 billion CNY, a year-on-year increase of 4.77% [2] - Net profit attributable to shareholders reached 215 million CNY, representing a significant year-on-year growth of 115.33% [2] - Revenue from plant extraction products amounted to 1.733 billion CNY, with a year-on-year increase of 9.47% and a gross margin of 20.24%, up by 3.43% [2] Product Performance - Sales of the main product, chili red pigment, reached 6,367 tons, a year-on-year increase of 43% [3] - Chili extract sales grew to 1,536 tons, marking an 81% increase [3] - Lutein sales remained stable while promoting high-value products, with a focus on application-specific products [3] - Revenue from stevia glycosides exceeded 160 million CNY, driven by innovative processes [4] Business Strategy - The company adopted a "locking" strategy for cottonseed business to mitigate price volatility, achieving revenue of 1.765 billion CNY, a 2% increase [4] - The company plans to enhance market share for chili extract without immediate price increases, focusing on extending the processing chain [5] - The company aims to develop stevia and other tiered products into new major products, indicating significant growth potential [6] Research and Development - R&D expenses increased significantly due to changes in project structure and material costs, reflecting the company's commitment to innovation [9] - The company will continue to invest heavily in R&D while balancing costs and profits to ensure sustainable growth [9] Market Expansion - The company plans to expand its marigold planting in Myanmar, aiming to establish it as a key raw material source for lutein [7] - The company is enhancing its raw material supply chain by supporting suppliers and stabilizing market supply [8]
ESG论坛大咖集结;CCER第三批方法学发布|ESG热搜榜
Group 1: ESG Forum and Initiatives - The third "Vibrant ESG" Innovation Forum was held in Shanghai, focusing on green transformation and high-quality development, with participation from regulators, leading companies, multinational corporations, financial institutions, and universities [1] - A total of 56 cases were selected for the "Vibrant ESG" Practice Report (2025), categorized into three types: environmental friendliness (30 cases), social responsibility (20 cases), and corporate governance (6 cases) [2] Group 2: Safety Incidents in Companies - China Railway announced an investigation into a construction accident at the Qianzhai Yellow River Bridge, resulting in 12 fatalities and 4 missing persons, with the bridge having a total length of 1596.2 meters and a contract value of approximately 436 million yuan [5] - Hunan Gold reported a temporary production halt at its subsidiary due to a fatal accident during operations, with the subsidiary generating 472 million yuan in revenue and 129 million yuan in net profit for the 2024 fiscal year [6] - Rhine Biology experienced an explosion in a drying workshop, leading to 1 death and 7 injuries, with initial property damage estimated at over 2 million yuan [7]
晨光生物(300138):业绩加速修复,植提份额提升
HTSC· 2025-08-26 04:01
Investment Rating - The investment rating for the company is maintained at "Buy" with a target price of RMB 17.76 [1][2]. Core Insights - The company is experiencing accelerated recovery in performance, with an increase in market share in the plant extraction segment. The cottonseed business has turned profitable, significantly boosting overall profitability. The plant extraction business is leveraging cost-effectiveness to enhance market share during a price decline cycle [6][7][8]. Financial Performance - For the first half of 2025, the company reported revenue of RMB 3.66 billion, a year-on-year increase of 4.8%. The net profit attributable to the parent company was RMB 210 million, up 115.3% year-on-year. The second quarter of 2025 saw revenue of RMB 1.94 billion, a 10.4% increase year-on-year, with net profit rising 72.3% [6][7]. - The company's gross margin improved by 5.6 percentage points to 13.9% in the first half of 2025, driven by lower raw material costs and increased sales volume [8]. Revenue and Profit Forecast - Revenue projections for the company are as follows: RMB 6.99 billion in 2024, RMB 7.38 billion in 2025, RMB 8.29 billion in 2026, and RMB 9.16 billion in 2027. The net profit attributable to the parent company is expected to be RMB 94.05 million in 2024, RMB 357.94 million in 2025, RMB 462.80 million in 2026, and RMB 559.64 million in 2027 [5][9]. - The expected EPS for the years 2025, 2026, and 2027 are RMB 0.74, RMB 0.96, and RMB 1.16 respectively, reflecting significant growth [5][9]. Market Position and Strategy - The company has successfully increased its market share in the plant extraction sector, particularly with its main products such as chili red and lutein, which saw sales growth of 43% and 22% respectively in the first half of 2025. The company is focusing on a low-price strategy to gain market share while maintaining profitability [7][8].