每经头条（nbdtoutiao）——重大突破！中国这款新药，中美官方都认定有突破性疗效！世界肺癌大会 沸腾了 （记者 曾健辉） 每经AI快讯，光大同创（SZ 301387，收盘价：41.55元）9月15日晚间发布公告称，持有深圳光大同创 新材料股份有限公司股份约1106万股（占公司总股本比例为10.36%）的大股东深圳钰禧创业投资合伙 企业（有限合伙）计划在本公告披露之日起十五个交易日后的三个月内（2025年10月15日至2026年1月 14日），以集中竞价的方式合计减持公司股份数量不超过约107万股（占公司总股本比例为1%）。 2025年1至6月份，光大同创的营业收入构成为：功能性产品占比56.8%，防护性产品占比40.54%，其他 占比2.65%。 截至发稿，光大同创市值为44亿元。 ...

Core Viewpoint - The approval of Andy Su's 3 billion yuan private placement aims to enhance production capacity and support sustainable development projects, reflecting the company's growth strategy in the animal nutrition sector [1][2]. Fundraising and Business Expansion - Andy Su plans to raise up to 3 billion yuan through a private placement to expand production capacity and supplement working capital [2]. - The funds will be allocated to functional products, special products, and sustainable development projects, with 1.743 billion yuan specifically earmarked for a solid methionine project [2][3]. - The company categorizes its main products into functional products (including methionine and vitamins) and special products (including feed additives) [2]. Market Demand and Growth - The global demand for methionine is projected to reach 1.7 million tons by 2024, with a compound annual growth rate (CAGR) of 4.4%, while China's demand is expected to grow from 280,000 tons in 2019 to 450,000 tons by 2024, with a CAGR of 10% [3]. - The company anticipates strong market absorption for its new production capacity due to this growing demand [3]. Financial Performance - In the first half of 2025, Andy Su reported a revenue increase of 17.23% to 8.512 billion yuan and a net profit increase of 21.82% to 740 million yuan [4]. - The sales of methionine continued to grow, driven by increased market penetration, with a 16% year-on-year increase in sales volume [4]. - The special products segment also saw a revenue increase of 9% to 2.04 billion yuan, supported by strong sales growth in ruminant and pig products [4]. Research and Development - The company is committed to increasing R&D investments in green production, biotechnology, and digital services, with R&D expenses reaching 172 million yuan in the first half of 2025 [5]. - Andy Su operates five global R&D centers with over 300 employees dedicated to research and innovation, which are crucial for supporting its dual pillar strategy [5].

Group 1 - The core point of the news is that Andy Su's stock price dropped by 5.01% to 10.05 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 0.60%, resulting in a total market capitalization of 26.953 billion CNY [1] - Andy Su, established on May 31, 1999, and listed on April 20, 2000, is based in Beijing and specializes in the research, production, and sales of animal nutrition additives. The revenue composition of its main business includes 76.07% from functional products and 23.93% from specialty products [1] Group 2 - From the perspective of major fund holdings, Morgan Fund has a significant position in Andy Su, with the Morgan Quantitative Multi-Factor Mixed Fund (005120) holding 15,400 shares, accounting for 0.96% of the fund's net value, ranking as the seventh largest holding. The estimated floating loss today is approximately 8,160.41 CNY [2] - The Morgan Quantitative Multi-Factor Mixed Fund (005120) was established on January 19, 2018, with a latest scale of 15.5269 million CNY. Year-to-date returns are 23.1%, ranking 3,438 out of 8,254 in its category; the one-year return is 48.11%, ranking 2,732 out of 8,037; and since inception, the return is 46.29% [2] - The fund manager, He Zhihao, has been in position for 4 years and 210 days, managing total assets of 15.43 billion CNY, with the best fund return during his tenure being 52.51% and the worst being -34.95% [2]

Core Viewpoint - The company, Blue Star Adisseo Co., Ltd., reported significant growth in its operating revenue for the first half of 2025, with a total revenue of approximately 8.51 billion RMB, reflecting a year-on-year increase of 17.23% compared to the same period in 2024 [1]. Summary by Category Revenue by Product Category - Functional products generated revenue of approximately 6.47 billion RMB, up 20.03% from 5.39 billion RMB in the first half of 2024 - Special products achieved revenue of about 2.04 billion RMB, marking a 9.14% increase from 1.87 billion RMB in the previous year [1]. Revenue by Sales Channel - Direct sales accounted for approximately 7.57 billion RMB, representing a 21.18% increase from 6.25 billion RMB in the first half of 2024 - Distribution sales decreased to about 943.80 million RMB, down 7.04% from 1.02 billion RMB in the same period last year [1]. Revenue by Region - Domestic revenue reached approximately 1.39 billion RMB, a significant increase of 36.26% from 1.02 billion RMB in the first half of 2024 - International revenue was around 7.12 billion RMB, reflecting a 14.12% increase from 6.24 billion RMB in the previous year [1]. Changes in Distributor Numbers - The number of domestic distributors decreased by 9 during the reporting period - The number of international distributors increased by 10, while 46 were lost, resulting in a net change of 10 [1].

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、准确性和完整性承担法律责任。 证券代码：600299 证券简称：安迪苏 公告编号：2025-041 蓝星安迪苏股份有限公司 2025 年半年度主要经营数据公告 单位：元 币种：人民币 营业收入 蓝星安迪苏股份有限公司（以下简称"安迪苏"或"公司"）根据上海证券交易 所发布的《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露 第十 四号——食品制造》的要求，现将公司 2025 年半年度主要经营数据披露如下： 一、 2025 年半年度主要经营数据 按产品类别： | | 营业收入 | | | | --- | --- | --- | --- | | 分销售渠道 | 2025 年上半年 2024 | 年上半年 | 同比变动 (%) | | 直销 | 7,568,270,632 | 6,245,697,244 | 21.18 | | 分销 | 943,797,331 | 1,015,251,304 | -7.04 | | 合计 | 8,512,067,963 | 7,260,948,548 | 17.23 | ...

每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 曾健辉） 2025年1至6月份，光大同创的营业收入构成为：功能性产品占比56.8%，防护性产品占比40.54%，其他 占比2.65%。 截至发稿，光大同创市值为51亿元。 每经AI快讯，光大同创（SZ 301387，收盘价：47.35元）8月25日晚间发布公告称，为满足日常生产经 营需要，光大同创全资子公司昆山光大同创新材料有限公司拟与昆山市乐浦强村投资发展有限公司签订 《厂房租赁合同》，承租昆山市乐浦强村投资发展有限公司位于江苏省昆山市张浦镇德国工业园德新路 1号的厂房，厂房建筑面积总计8,048.39平方米，租赁期限为3年，租赁总金额约为人民币811.28万元 （含税）。自2025年11月1日起至2028年10月31日止。本次租赁是昆山光大同创日常生产经营所需，符 合公司整体发展战略及长远利益，不会对公司财务状况和经营成果产生重大影响，本次租赁以市场价格 为基础，经双方协商确定，租赁价格公允，不存在损害公司及股东合法利益的情形。 ...

每经AI快讯，光大同创（SZ 301387，收盘价：47.35元）8月25日晚间发布公告称，公司第二届第十一 次董事会临时会议于2025年8月22日在公司会议室以现场结合通讯方式召开。会议审议了《关于<2025 年半年度报告>及其摘要的议案》等文件。 2025年1至6月份，光大同创的营业收入构成为：功能性产品占比56.8%，防护性产品占比40.54%，其他 占比2.65%。 截至发稿，光大同创市值为51亿元。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 王晓波） ...

证券代码：600299 证券简称：安迪苏 公告编号：2025-025 蓝星安迪苏股份有限公司 2025 年一季度主要经营数据公告 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、准确性和完整性承担法律责任。 蓝星安迪苏股份有限公司（以下简称"安迪苏"或"公司"）根据上海证券交 易所相关行业信息披露指引要求的要求，现将公司 2025 年一季度主要经营数据 披露如下： 一、 主要产品销售情况 营业收入分产品情况 单位:元 币种:人民币 | | | | | 主营业务分产品情况 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 分产品 | 营业收入 | 营业成本 | 毛利率 | 营业收 入比上 | 营业成 本比上 | | 毛利率比上年增减 | | | | | | | | | （%） | | | | | | 年增减 | 年增减 | | | | 功能性产品 | 3,318,731,133 | 2,452,653,060 | 26% | 29% | 32% | 减少 | 2 个百分点 | | 特种产品 ...