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三元生物跌4.07% 2022上市即顶超募26亿中信建投保荐
Zhong Guo Jing Ji Wang· 2026-02-27 08:50
三元生物首次公开发行股票的发行费用总额为1.39亿元,其中,保荐及承销费用1.21亿元。 中国经济网北京2月27日讯 三元生物(301206.SZ)今日股价下跌,截至收盘报28.55元,跌幅4.07%。 三元生物于2022年2月10日在深交所创业板上市,公开发行3372.10万股,发行价格为109.30元/股, 保荐机构(主承销商)为中信建投证券股份有限公司,保荐代表人为陆丹君、陈磊。 上市首日,三元生物创下上市以来最高价报146.00元。该股目前处于破发状态。 三元生物首次公开发行股票募集资金总额为36.86亿元,扣除发行费用后募集资金净额为35.47亿 元。该公司最终募集资金净额比原计划多26.47亿元。三元生物于2022年1月28日披露的招股说明书显 示,该公司拟募集资金9.00亿元,分别用于年产50000吨赤藓糖醇及技术中心项目、研发信息中心建设 项目、补充流动资金。 2022年6月10日,三元生物披露了2021年年度权益分派实施公告。公司2021年年度权益分派方案 为:以公司现有总股本1.35亿股为基数,向全体股东每10股派10元现金(含税),同时,以资本公积金 向全体股东每10股转增5股。分红前公 ...
金禾实业股价连续上涨,机构关注三氯蔗糖出口回暖
Jing Ji Guan Cha Wang· 2026-02-14 05:19
Stock Performance - On February 11, 2026, the stock price of Jinhe Industrial rose by 5.07%, closing at 27.55 CNY per share, with a cumulative increase of 13.75% over three consecutive trading days and a trading volume of 816 million CNY [2] - The stock also saw a rise of 5.55% on February 6, indicating increased market activity in the short term [2] Financial Position - As of February 3, 2026, the company's financing balance was 653 million CNY, accounting for 4.93% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing [3] - The high financing balance may reflect investors' concerns regarding short-term volatility [3] Institutional Insights - Dongfang Securities maintained a "Buy" rating for Jinhe Industrial on February 12, 2026, with a target price of 28.8 CNY, noting a recovery signal in the export volume of sucralose and potential growth opportunities from new domestic scenarios such as piglet feed additives [4] - The report also revised down the profit forecasts for 2025-2027, highlighting the need to monitor risks related to raw material price fluctuations [4] Institutional Holdings - As of September 30, 2025, Huaxia CSI 1000 ETF became the ninth largest circulating shareholder, holding 1.8532 million shares; meanwhile, Southern CSI 1000 ETF held 3.1164 million shares but reduced its holdings by 27,800 shares compared to the previous period [5] - The divergence in institutional holdings may impact market sentiment [5] Company Fundamentals - For the period from January to September 2025, the company reported revenue of 3.543 billion CNY, a year-on-year decrease of 12.35%, and a net profit attributable to shareholders of 391 million CNY, down 4.44% year-on-year, indicating pressure on performance [6] - The food additive business accounted for 48.10% of total revenue, demonstrating resilience in the core business [6] - Future attention is needed on consumer demand recovery and industry policy direction [6]
新琪安股价创历史新低,签约甜味剂项目
Jing Ji Guan Cha Wang· 2026-02-13 11:11
近期事件2026年2月12日,据媒体报道,新琪安集团于2025年底与荆州经开区正式签约,计划投资10.05 亿元建设食品级甜味剂甘氨酸项目,旨在扩大甜味剂产能并盘活当地闲置土地。该项目聚焦产业链配 套,但短期对业绩贡献尚不明确。 以上内容基于公开资料整理,不构成投资建议。 经济观察网新琪安(02573.HK)近期股价创上市新低,同时公司签约投资建设食品级甜味剂项目。 股票近期走势新琪安(02573.HK)近7天(2026年2月7日至13日)股价表现低迷:截至2月13日收盘,股价报 6.78港元,当日微涨0.44%,但近5日累计下跌1.74%,跑输恒生指数(近5日涨0.03%)。股价在2月12日跌 至6.75港元,创上市以来历史新低,区间振幅达5.65%,成交清淡(2月13日换手率仅0.05%)。 ...
常茂生物股价近期活跃,技术指标显示短期动能增强
Jing Ji Guan Cha Wang· 2026-02-12 04:10
以上内容基于公开资料整理,不构成投资建议。 经济观察网近7天(2026年2月5日至2月11日),常茂生物(00954.HK)股价表现活跃,区间涨跌幅为 6.45%,振幅达6.45%。最高价触及0.33港元(2月10日),最低价为0.31港元(2月5日),2月11日收盘价报 0.33港元。成交方面,仅2月10日出现显著交易,成交额45,320港元,换手率0.08%。技术指标显示,股 价突破布林带上轨,MACD柱状图转正,短期动能增强。所属食品添加剂板块同期下跌0.72%,个股表 现显著优于板块及大盘(恒生指数同期涨0.52%)。 ...
三元生物:美国赤藓糖醇“双反”终裁,公司业务或受冲击
Xin Lang Cai Jing· 2026-02-09 14:52
Core Viewpoint - The U.S. Department of Commerce announced the final ruling on the anti-dumping and countervailing duty investigation regarding Chinese erythritol, imposing a countervailing duty rate of 8.63% on the company, with a significant increase in the overall tax rate for direct exports to the U.S. [1] Group 1 - The final countervailing duty rate for the company is set at 8.63%, while the overall tax rate for direct exports to the U.S. is 184.26%, which is a reduction of 266.38% from the preliminary ruling [1] - The company did not qualify for separate rates, but exports through specific channels may be subject to a deposit rate of 84.95% [1] - The U.S. International Trade Commission is expected to announce its determination on industry damage in March, which could lead to the issuance of tax orders by the Department of Commerce if the determination is affirmative [1] Group 2 - The "double-reverse" investigation has created substantial pressure on the company's business operations in the U.S. [1] - In response to these challenges, the company is implementing measures such as strengthening cooperation with specific channels, diversifying its product offerings, and expanding its domestic and international market presence [1]
三元生物:美国赤藓糖醇“双反”终裁 公司业务或受冲击
Ge Long Hui A P P· 2026-02-09 08:30
Core Viewpoint - The U.S. Department of Commerce announced the final ruling on anti-dumping and countervailing investigations regarding erythritol products originating from China, which significantly impacts the company's export conditions and market competitiveness [1] Summary by Category Anti-Dumping and Countervailing Duties - The company, as a mandatory respondent, faces a countervailing duty rate of 8.63% [1] - Other Chinese manufacturers/exporters are subject to countervailing duty rates ranging from 4.54% to 8.12% [1] - The company did not qualify for separate rates as an exporter, resulting in a unified anti-dumping tax rate of 184.26%, a reduction of 266.38% from the preliminary ruling of 450.64% [1] Export Conditions - When exporting through a specific separate rate channel (SRA), the company can apply an anti-dumping cash deposit rate of 84.95% [1] - The combined execution tax rate for exports to the U.S. through this specific channel is 93.58%, which includes the anti-dumping cash deposit rate and the countervailing duty rate [1] Market Impact - The high tax rate is expected to weaken the company's cost competitiveness in the U.S. market [1] - The company faces risks of reduced orders and loss of market share for the affected products due to these duties [1]
三元生物(301206.SZ):美国对中国赤藓糖醇反倾销、反补贴调查终裁结果
Ge Long Hui· 2026-02-09 08:11
Core Viewpoint - The U.S. Department of Commerce has issued final rulings on anti-dumping and countervailing duties for erythritol products from China, significantly impacting the company's market operations in the U.S. [1][2] Group 1: Final Rulings - The final countervailing duty rate for the company is set at 8.63%, while other Chinese producers/exporters face rates between 4.54% and 8.12% [1] - The final anti-dumping duty for the company is 184.26%, a reduction of 266.38% from the preliminary ruling of 450.64% [1] - The company can apply a specific separate rate of 84.95% through a designated channel (SRA), while other qualified producers/exporters have rates between 84.86% and 84.95% [1] Group 2: Market Impact and Response - The dual investigation ("double reverse") poses substantial pressure on the company's business expansion in the U.S. market [2] - The combined effective tax rate for exports through the SRA channel is 93.58%, which is expected to weaken the company's cost competitiveness in the U.S. market [2] - The company is taking measures to mitigate risks, including strengthening cooperation with SRA-qualified trade channels and promoting non-involved new products to enhance export resilience [2]
三元生物:美国对中国赤藓糖醇反倾销、反补贴调查终裁结果公布 公司通过特定单独税率渠道出口美国的综合执行税率达93.58%
Mei Ri Jing Ji Xin Wen· 2026-02-09 08:06
(450.64%)降低266.38%。公司作为生产商通过特定单独税率渠道向美国出口时,可适用84.95%的反 倾销现金保证金率。鉴于公司通过前述特定渠道(SRA)出口美国的综合执行税率(反倾销现金保证金 率84.95%+反补贴税率8.63%)仍达到93.58%,该税率水平预计将削弱公司相关产品在美市场的成本竞 争优势,公司面临涉案产品订单缩减及市场份额流失的风险。 每经AI快讯,2月9日,三元生物(301206)(301206.SZ)公告称,美国商务部于2026年2月4日公布对原 产于中国的赤藓糖醇产品反倾销、反补贴调查的最终裁定结果。公司作为强制应诉企业,最终裁定反补 贴税率为8.63%。中国其他生产商/出口商适用的反补贴税率为4.54%~8.12%。反倾销方面,公司作为出 口商未能获得分别税率资格,直接向美国出口时适用184.26%的中国全国统一税率,较初裁 ...
爱普股份拟跨界并购,标的公司去年营收净利双降
Shen Zhen Shang Bao· 2026-02-05 15:40
2月5日晚间,爱普香料集团股份有限公司(以下简称"爱普股份(603020)")公告,公司与挪亚圣诺欧洲(NovoSana(Europe)B.V.)签署《股权收购意向协 议》,拟以现金方式收购其持有的挪亚圣诺(太仓)生物科技有限公司(以下简称"挪亚圣诺")100%股权,目标公司整体估值预计不低于人民币4.5亿元。 公告显示,本次交易将分两步实施:首次交易爱普股份拟以3.6亿元收购80%股权,第二次交易将于业绩承诺期满后启动,收购剩余20%股权。标的业绩承 诺期为2026年至2028年,三年累计扣非净利润暂定为1.5亿元。 公告显示,若未能在2026年4月30日前签署正式股权转让协议,双方可协商延长;若延长期限届满仍未签署,任何一方可终止协议。 ↓↓↓ 编辑吴怡漪责编朱峰校审谭录岗 挪亚圣诺成立于2007年,注册资本510万美元,位于江苏太仓经济开发区,是挪亚圣诺欧洲的全资子公司。公司主营业务为食品及食品添加剂(动植物油脂 及脂肪酸提取物)的开发、生产与销售,核心产品包括精炼鱼油、浓缩鱼油等Omega-3原料。 公司下游客户覆盖全球知名保健品、功能性食品饮料、婴幼儿营养品及宠物食品企业。财务数据显示,挪亚圣诺20 ...
华宝股份:预计2025年归母净利润6500万元-9500万元,同比扭亏为盈
Xin Lang Cai Jing· 2026-01-28 10:31
Core Viewpoint - Huabao Co., Ltd. expects a net profit of 65 million to 95 million yuan for 2025, marking a turnaround from a loss of 296 million yuan in the same period last year [1] Financial Performance - The company reported a significant loss in 2024 primarily due to goodwill impairment losses related to the flavoring and tobacco flavoring asset group [1] - The overall business operations are expected to remain stable in 2025, with orderly development of core business activities [1] Management Assessment - Internal management optimization is ongoing, and preliminary assessments by management indicate that there is no significant risk of further major goodwill impairment as of December 31, 2025 [1]