添加剂的过量，鸡蛋能否生吃，"长保食品"受质疑……回顾2025年，每张餐桌上，食品安全之争在上 演。 热议之下，专家们如何分析？2026年1月7日，在中国食品科学技术学会主办的"2025年食品安全与健康 热点科学解读研讨会"上，孙宝国、陈君石等多位中国工程院院士、专家释疑食品安全的常见误区，并 对接下来食品产业发展提出针对性建议。 "长保食品"一定不安全吗？ 民以食为天，"安全性"无疑是人们对食品的第一要求。"保水虾仁"在2025年被"3·15"晚会曝光后，成为 过去一年的热点话题。保水剂是一类食品添加剂，如磷酸盐等，按照标准合理使用不会带来健康风险。 根据《食品安全国家标准食品添加剂使用标准》( GB 2760-2024)规定，保水剂可用在冷冻水产品中，且 最大使用量为5.0g/ kg （以磷酸根计）。但某涉事企业冷冻虾仁产品磷酸盐含量超出标准145%。 21世纪经济报道记者 贺佳雯 北京报道 "1斤虾仁7两冰？" "1岁的娃吃上了2岁的西兰花。" 江南大学副校长刘龙解读，合成生物技术已经成为发展新质生产力和大国博弈的关键。D-阿洛酮糖获 批为新食品原料，表明我国合成生物技术在食品领域应用的技术能力、政策保 ...

Core Viewpoint - The company emphasizes the importance of strategic determination and business synergy for high-quality development in a complex global economic environment, with a focus on diversified layout and stable operations [1] Financial Performance - For the six months ending June 30, 2025, the company reported total revenue of approximately 1.621 billion yuan, representing a year-on-year increase of 2.5% [1] - The profit attributable to equity holders reached approximately 118 million yuan, showing a significant year-on-year growth of 298.1%, indicating strong operational resilience [1] Business Segments - The flavor and food ingredients segment, as a core area, has strengthened its technical capabilities in microwave drying and extraction, effectively meeting the demand for natural extracts from Chinese tea beverage brands [3] - In the tobacco raw materials segment, the new reconstituted tobacco leaf production line at the Indonesian production base has achieved bulk supply, with steadily increasing capacity utilization, serving as a key driver for sustainable development [3] - The tobacco capsule business is actively expanding into overseas markets, achieving rapid revenue growth through the development of region-specific flavors and technological upgrades [3] - The flavor raw materials segment has maintained stable revenue amidst fluctuations in overseas market demand through cost control and new customer development [3] - The seasoning business focuses on value innovation in the catering channel, enhancing customer engagement through online live broadcasts and offline promotional activities, with the number of primary distributors reaching 956 [3] Innovation and Risk Management - The company's philosophy of balancing technological innovation and risk management is reflected in its mid-term performance, with R&D investment of approximately 125 million yuan, accounting for 7.7% of revenue, and multiple technological achievements reaching industry-leading levels [4] - The company has optimized processes and improved systems across various dimensions, including climate change, safety production, and compliance, while integrating AI technology into operational management to enhance intelligence and digitalization, effectively reducing operational risks [4] - Cash generated from operating activities reached 214 million yuan, a year-on-year increase of 88.6%, with a maintained low debt-to-asset ratio, indicating a robust financial structure that provides ample funding for future development [4] Future Outlook - The company plans to continue deepening multi-business collaborative development under the strategic guidance of its CEO, focusing on the health sector and overseas market expansion, while enhancing core competitiveness through technological innovation and refined management to create greater value for shareholders [4]

（编辑 王雪儿） 证券日报网讯 12月15日，华宝股份在互动平台回答投资者提问时表示，公司与旺旺品牌保持着长期、 稳定的良好合作关系，相关食品配料业务合作持续有序开展。公司始终重视与每一位客户的协作共赢， 致力于通过高品质的产品与服务巩固并深化合作伙伴关系。 ...

Core Viewpoint - Zhengzhou Yuyuan Food Ingredients Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on various food and chemical product sales and technology services [1] Company Summary - The company is legally represented by Gao Mengyuan [1] - The registered capital is 500,000 RMB [1] - The business scope includes the sale of food additives, feed additives, and various chemical products [1] Industry Summary - The company engages in technology research and development in biological and new materials [1] - It offers a wide range of services including technical consulting, technology transfer, and internet sales of pre-packaged food [1] - The company is involved in both wholesale and retail of cosmetics, health foods, and daily necessities [1]

Financial Data and Key Metrics Changes - Consolidated sales decreased by 19% to $131 million compared to the prior year [20] - Adjusted EBITDA declined by 29% to $32 million, primarily due to lower gross profit [22] - Basic earnings per share decreased to $0.71, while adjusted basic earnings per share decreased 34% to $0.85 [23] - Year-to-date operating cash flows increased by 26% to $93 million [23] - Full-year adjusted EBITDA guidance raised to the range of $110 to $115 million, and adjusted earnings per share guidance raised to $2.60 to $2.75 [25] Business Line Data and Key Metrics Changes - Branded spirits segment sales decreased by 3%, with premium plus sales showing growth driven by Penelope Bourbon [20] - Distilling solutions segment sales declined by 43%, with brown goods sales down by 50% [20] - Ingredient solutions segment sales increased by 9%, primarily due to higher specialty and commodity wheat protein sales [21] - Gross profits in the ingredient solutions segment declined by 36% due to equipment outages and operational reliability issues [21] Market Data and Key Metrics Changes - Total U.S. whiskey production is down 19% over the prior 12 months, down 28% over the prior six months, and down 32% over the prior three months [14] - The broader domestic whiskey industry is recalibrating to the current environment, which is seen as a positive signal for future supply and demand dynamics [14] Company Strategy and Development Direction - The company is conducting a strategic review to improve clarity and focus on high-potential brands while trimming underperformers [6][7] - New appointments in leadership aim to strengthen operational execution and brand growth [7] - The company is focusing on five key initiatives for 2025: sharpen commercial focus, strengthen customer relationships, improve operational execution, fortify the balance sheet, and drive productivity [10] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in the industry but expresses confidence in the company's long-term potential and the strength of its brands [9] - The company is optimistic about the future, with a focus on building a resilient business model that can weather industry cycles [27] Other Important Information - The company is experiencing a transition period, with a focus on operational excellence and customer engagement [26] - The distilling solutions segment is crucial, with a notable shift in customer purchasing behavior from just-in-case to just-in-time [45] Q&A Session Summary Question: Industry trends and channel inventory - Management noted that customers are eager to communicate and maintain relationships amid changes in the industry, with elevated inventory levels still present [31] Question: Gross margin performance - The strong gross margins were attributed to higher-than-expected aged whiskey sales and effective cost management [33] Question: Portfolio management of branded spirits - Management discussed the pros and cons of trimming lower-performing brands while focusing on premium brands that show growth potential [38] Question: Customer purchasing behavior - Management confirmed that large multinationals have paused purchases, but they expect to hear more about 2026 plans in the spring [44] Question: Ingredient solutions segment performance - Management acknowledged operational challenges but emphasized that demand for their products remains strong [48] Question: Biofuel facility and cost offsets - The biofuel facility is expected to offset disposal costs over time, with initial shipments already made [53] Question: Tariff impacts - Management indicated that while there is some tariff pressure, it is not as significant as for some peers, and the impact on customers with international business is being monitored [80]

Group 1 - Guangdong Labaichuan Food Ingredients Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The company's business scope includes the production of food additives and seasonings, which require approval from relevant authorities before operation [1] - The company is also involved in the sale of food additives, traditional spice products, and various technical services related to food production [1]

Core Viewpoint - Hainan Huachen Food Ingredients Co., Ltd. has been established with a registered capital of 5 million RMB, focusing on various food-related operations and services [1] Company Overview - The legal representative of the company is Ji Xiaojun [1] - The registered capital of the company is 5 million RMB [1] Business Scope - The company is involved in licensed business activities including food sales, import and export of goods, and import and export agency services [1] - General business activities include sales of agricultural products, initial purchase of primary agricultural products, sales of pre-packaged food, sales of food additives, agricultural scientific research and experimental development, and initial processing of edible agricultural products [1] - The company also provides technical services, development, consulting, exchange, transfer, and promotion, as well as wholesale and retail of electronic components and hardware products [1] - Additionally, it engages in the wholesale and retail of arts and crafts and collectibles, excluding ivory and its products, and offers supply chain management services [1]

Core Insights - The company reported a significant decline in net profit, down 87.95% year-on-year, with total revenue also decreasing by 8.41% [1] - The gross margin fell to 47.78%, a decrease of 11.41% compared to the previous year, while the net margin dropped to 2.95%, down 82.96% [1] - The company is focusing on strategic mergers and acquisitions to enhance its core capabilities and expand its market presence in the food and health sectors [15] Financial Performance - Total revenue for the first half of 2025 was 606 million yuan, compared to 662 million yuan in the same period of 2024, reflecting an 8.41% decline [1] - The net profit attributable to shareholders was 13.42 million yuan, down from 111 million yuan in the previous year, marking an 87.95% decrease [1] - The company’s operating cash flow per share decreased by 24.21%, from 0.17 yuan to 0.13 yuan [1] Cost and Expenses - Total sales, management, and financial expenses amounted to 189 million yuan, accounting for 31.24% of revenue, which is an increase of 13.92% year-on-year [1] - The company’s financial expenses saw a significant decrease of 554.54%, attributed to increased purchases of bank time deposits [7] Asset and Liability Changes - Cash and cash equivalents decreased by 18.97% due to an increase in structured bank deposits [3] - Long-term equity investments dropped by 48.37% as a result of an affiliate becoming a subsidiary [3] - The company’s receivables decreased by 9.92%, with accounts receivable at 344 million yuan [1][3] Strategic Focus - The company aims to be a leader in the "delicious life" sector, focusing on green, nutritious, and healthy products while enhancing its capabilities through strategic acquisitions [15] - There is a particular emphasis on integrating high-value products and companies within the food ingredient sector to strengthen its market position [15]

Core Insights - Ingredion Incorporated reported a solid performance for Q2 2025, demonstrating the strength and resilience of its diversified business model, with a 2% increase in net sales and a 29% increase in operating income in the Texture & Healthful Solutions segment [1][12][9] Financial Performance - The reported diluted EPS for Q2 2025 was $2.99, compared to $2.22 in Q2 2024, reflecting a 35% increase [2][30] - Adjusted diluted EPS remained stable at $2.87 for both Q2 2025 and Q2 2024 [2][3] - Total net sales for Q2 2025 were $1.833 billion, down 2% from $1.878 billion in Q2 2024 [5][29] - Operating income for Q2 2025 was $271 million, a 13% increase from $240 million in Q2 2024 [9][30] Segment Performance - The Texture & Healthful Solutions segment achieved net sales of $599 million in Q2 2025, a 2% increase from $588 million in Q2 2024, with operating income rising 29% to $111 million [11][12] - The Food & Industrial Ingredients segment in Latin America reported net sales of $596 million, down 5% from $630 million in Q2 2024, with operating income decreasing 2% to $127 million [13][14] - The U.S./Canada Food & Industrial Ingredients segment saw net sales decline by 6% to $523 million, with operating income falling 18% to $86 million due to a mechanical fire affecting production [15][16] Outlook - The company raised its full-year EPS guidance to a range of $11.25 to $11.75, with adjusted EPS expectations between $11.10 and $11.60 [20][21] - Full-year net sales are expected to remain flat compared to the previous year, with growth in the Texture & Healthful Solutions segment offset by declines in pricing due to lower raw material costs [20][21] - The company anticipates mid-single-digit growth in both reported and adjusted operating income for the full year [21]

Core Viewpoint - The article highlights the recent developments of Inner Mongolia Ruifen Biotechnology Co., Ltd., including the establishment of a new production base for functional sugar alcohols, which signifies a technological breakthrough in the field of functional sweeteners [1][2]. Company Overview - Ruifen Biotechnology, founded in 2007, is a national high-tech enterprise focused on the research and production of natural health food ingredients. The company aims to provide innovative and convenient solutions for the food, beverage, and nutritional supplement industries, emphasizing health, natural ingredients, and high technology [5]. Project Details - The new project involves an investment of 300 million yuan to build a production base with an annual capacity of 30,000 tons of functional sugar alcohols. The project includes the construction of various facilities such as a comprehensive building, R&D center, warehouses, workshops, and energy supply systems [2]. - A cooperation agreement was signed on April 26 between Hohhot Economic and Technological Development Zone and Ruifen Biotechnology for a project with a total investment of approximately 400 million yuan, which will be developed in two phases. The first phase will cover 120 acres and is scheduled to start construction in June 2023, with completion expected by November 2025 and production commencing in March 2026 [4]. Technological Advancements - Ruifen Biotechnology has become the third company in China to obtain approval for D-allohexose-3-epimerase, marking a significant technological advancement in the legal production of allohexose. The company has achieved self-controlled enzyme catalysis technology, which is a critical aspect of its production process [2].