业绩下降主要由于市场竞争加剧，味精产品因需求减缓和竞争导致售价及营收下降，毛利率下滑。变性 淀粉因泰国产能过剩导致市场价格下降，集团产品因相对高价致销售量及营收减少，但毛利因原料成本 下降而增加。特化产品受市场低迷和竞争影响需求疲弱，集团降价以维持销量，营收略减。盐酸因市场 需求不振致平均售价下降，营收减少，毛利下滑。肥饲料产品则积极发展其他品项应对竞争和需求低 迷。咖啡与大宗食材等其他产品因价格提升及需求持续，营收有所增加。 味丹国际公布截至2025年6月30日止六个月的中期业绩。集团收益为1.84亿美元，同比减少0.48%；公司 拥有人应占溢利为759.8万美元，同比减少8.8%。 ...

味丹国际(02317)发布截至2025年6月30日止6个月的中期业绩，该集团取得收益1.84亿美元，同比减少 0.48%;公司拥有人应占溢利759.8万美元，同比减少8.8%;每股基本盈利0.5美仙。拟派发中期股息每股0.3 美仙。 公告称，营收降低主要因各市场竞争日益加剧，集团的主要产品中，味精产品销售价格及营收，受消费 市场需求减缓与竞争而下降。纵使原料及能源成本虽较去年下降，但市场竞争仍使今年毛利率较去年下 滑。变性淀粉因泰国产能过剩，市场价格降价，而集团产品仍维持相对高价，导致销售量及营收减少， 但原料价格较去年同期下降，使毛利反较去年同期增加。特化产品，在景气低迷与竞争影响下，需求仍 疲弱，集团调降价格以维持销量，使营收较去年同期略为减少。盐酸受市场需求不振影响，平均售价持 续下降，致营收较去年减少，纵使原料及能源成本稍有降低，仍令毛利较去年有所下滑。肥饲料产品则 积极发展其他品项来应对市场竞争与需求低迷。此外，集团其他产品中的咖啡与大宗食材等，因价格提 升与需求持续，营收较去年增加。 ...

公告称，营收降低主要因各市场竞争日益加剧，集团的主要产品中，味精产品销售价格及营收，受消费 市场需求减缓与竞争而下降。纵使原料及能源成本虽较去年下降，但市场竞争仍使今年毛利率较去年下 滑。变性淀粉因泰国产能过剩，市场价格降价，而集团产品仍维持相对高价，导致销售量及营收减少， 但原料价格较去年同期下降，使毛利反较去年同期增加。特化产品，在景气低迷与竞争影响下，需求仍 疲弱，集团调降价格以维持销量，使营收较去年同期略为减少。盐酸受市场需求不振影响，平均售价持 续下降，致营收较去年减少，纵使原料及能源成本稍有降低，仍令毛利较去年有所下滑。肥饲料产品则 积极发展其他品项来应对市场竞争与需求低迷。此外，集团其他产品中的咖啡与大宗食材等，因价格提 升与需求持续，营收较去年增加。 智通财经APP讯，味丹国际(02317)发布截至2025年6月30日止6个月的中期业绩，该集团取得收益1.84亿 美元，同比减少0.48%;公司拥有人应占溢利759.8万美元，同比减少8.8%;每股基本盈利0.5美仙。拟派发 中期股息每股0.3美仙。 ...

Summary of the Conference Call for Shuangta Food Company Overview - **Company**: Shuangta Food - **Industry**: Pea Protein and Starch Production Key Points and Arguments Financial Performance - In Q1 2025, Shuangta Food achieved a revenue growth of approximately 15%, driven by a 10% increase in sales of pea protein and Longkou vermicelli, with starch sales doubling [2][3][10] - The company expects a slowdown in starch growth in Q2, but anticipates continued growth of over 10% for pea protein and vermicelli [2][10] Market Dynamics - The company benefits from the pet food sector, with sales to brands like Guibao reaching 120 million yuan [2] - The global pea protein market shows significant price differences, with foreign companies selling at 30,000 to 40,000 yuan per ton due to high starch processing costs, while Chinese companies can sell at around 20,000 yuan per ton, capturing 70% of the global plant-based protein market [2][7][8] Challenges and Opportunities - The pea protein industry faces challenges such as rising raw material prices, global inflation, and increased competition [2][9] - However, the easing of tariffs (reduced to 10%) between China and the US presents opportunities for export growth [2][9] - The company is actively developing health supplements, functional foods, and pet products to expand market space [2][9] Strategic Adjustments - In response to the US anti-dumping investigation, the company adjusted its product structure, shifting from high-protein to low-protein products to avoid high tariffs [4] - The company is also focusing on developing markets in Japan, Australia, and the Middle East, and plans to establish a modified starch production line for fast-food applications [4][19] Production Capacity and Expansion - The Thai factory is expected to start production in the second half of 2025, with a capacity of 10,000 tons, aimed at avoiding US tariffs and enhancing profit margins [2][13] - The factory will produce high-purity pea protein and low-end Longkou vermicelli for the Southeast Asian market [13] Raw Material Procurement - The company sources peas from Canada and Russia, with a shift towards more Russian imports due to tariffs on Canadian peas [15][16] - The price of peas is significantly influenced by climate conditions, with raw material costs constituting 70% of total costs, impacting gross margins [17] Future Directions - Shuangta Food plans to continue focusing on pea protein applications in health products, functional foods, and pet supplies, leveraging its advantages over soy protein [6] - The company aims to enhance product value and expand into new markets through technological innovation and market development [6][22] Stock Buyback and Incentives - The company announced a stock buyback plan of 200 to 300 million yuan for employee stock ownership or incentives [4][21] Additional Insights - The company is committed to enhancing product value and exploring partnerships with large enterprises to address structural challenges in the industry [23]

华康股份 2024 年度董事会工作报告 浙江华康药业股份有限公司 2024 年度董事会工作报告 2024 年，公司董事会严格按照《公司法》《公司章程》《上市公司治理准则》 《上海证券交易所股票上市规则》等法律法规以及公司制度的规定，恪尽职守， 切实履行股东大会赋予的各项职责，严格执行股东大会各项决议，勤勉尽责开展 各项工作；积极推进董事会各项决议实施，不断规范公司法人治理结构，保证董 事会科学决策和规范运作。现将公司董事会 2024 年度工作情况汇报如下： 一、2024 年度经营讨论分析 公司以"做世界领先的糖醇专家"为企业愿景，坚持执行"深耕主业、规模 倍增、卓越运营、管理变革"的战略目标和规划，持续筑牢主营业务根基，提升 核心竞争力，稳健发展主营业务。同时积极探索并开拓新产品领域，开拓新的增 长空间，为企业的长远发展注入源源不断的活力。 "200 万吨玉米精深加工健康食品配料项目"分两期建设，其中一期项目 1 华康股份 2024 年度董事会工作报告 "100 万吨玉米精深加工健康食品配料项目"于 2022 年 8 月启动，一期项目建 设期为 5 年，分两个阶段，第一阶段建设期 2 年，主要以液体糖浆类及部 ...