在黑龙江海伦一家有着十几年经营历史的大豆油压榨厂，记者看到，本应该忙碌的工厂现在却选择了停产检修。负责人告诉记者，目前，进口大豆到港均价 在3900元/吨左右，较国产高油大豆价格低100-200元/吨，且进口大豆出油率比国产高油大豆高出2-3个百分点，这让压榨国产大豆的油厂在原料的收购上愈 发谨慎。 与海伦油厂的冷清形成鲜明对比，在山东禹城，一家大豆精深加工的企业正迎来生产旺季。这家企业产品涵盖大豆分离蛋白、植物肉、功能饮料等多个品 类，精准瞄准进口大豆难以替代的需求市场。随着消费市场需求升温，企业已逐步加大新豆采购力度。 （央视财经《经济信息联播》）随着国产大豆大量上市，叠加进口大豆持续稳定到港，我国大豆产业链下游加工企业正面临"双源供给"下的差异化竞争格 局。伴随着我国的消费升级，围绕国产大豆价值挖掘的产业升级正在上演。 海关数据显示：2025年1-10月，我国进口大豆9568.2万吨，同比增加6.4%。专家表示，近年来，随着产业链条不断延伸，我国对大豆的整体需求量将稳步提 升。 山东禹城某大豆加工企业负责人 张静：自新季大豆上市以来，我们采购量5万多吨，其中高蛋白大豆采购比例占到30%以上，与去年同期相 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603182 公司简称：嘉华股份 公告编号：2025-033 山东嘉华生物科技股份有限公司 关于2025年度"提质增效重回报" 行动方案的公告 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。 为深入贯彻落实国务院《关于进一步提高上市公司质量的意见》要求，积极响应上海证券交易所《关于 开展沪市公司"提质增效重回报"专项行动的倡议》，贯彻以投资者为本的发展理念，切实保障和维护投 资者合法权益，推进山东嘉华生物科技股份有限公司（以下简称"公司"）高质量发展和投资价值提升， 公司结合实际经营情况及发展战略，制定了《2025年度"提质增效重回报"行动方案》（以下简称"本行 动方案"），具体内容如下： 一、聚焦主营业务，夯实高质量发展基础 2025年，公司锚定"稳健经营、长远发展"战略方向，以大豆蛋白核心主业为定位，聚焦主营业务深耕与 综合实力提升，持续深化蛋白产品功能细分研究和应用领域拓展，以产品服务为基，以客户市场为导， 通过整合产品矩阵、提升服务质量、优化成本管控、塑造品牌 ...

Core Insights - The plant protein industry, particularly soybean protein, is experiencing rapid growth due to increasing awareness of health and nutrition, with the market size in China projected to reach 16.161 billion yuan in 2024, a year-on-year increase of 4.47% [1][10]. Overview - Protein is essential for life and is composed of amino acids, with 20 types in total. Among these, 8 are essential and must be obtained from food. Plant proteins, particularly from beans, are lower in cholesterol and saturated fats, making them suitable for individuals with liver diseases and for preventing cardiovascular diseases [2][4]. Industry Barriers - The soybean protein industry is subject to strict regulations and quality control measures, including licensing and traceability requirements. New entrants face high technical barriers due to the established production processes and technology of existing players [6][7]. Market Policies - The Chinese government has implemented various policies to enhance soybean self-sufficiency and ensure quality control in soybean protein production. These policies promote the development of the soybean industry and require strict adherence to safety and quality standards [8]. Industry Chain - The soybean protein industry encompasses upstream activities such as soybean cultivation and procurement, midstream production, and downstream applications in various sectors including meat processing, snacks, dairy, and pharmaceuticals. The cost structure indicates that direct materials account for over 60% of production costs, with soybean being the primary raw material [8][9]. Current Development - Soybean is recognized for its high protein content and nutritional value, with various health benefits including cholesterol reduction and improved gut health. The domestic market for soybean protein is maturing rapidly, with significant growth in applications across multiple sectors [10][11]. Competitive Landscape - The soybean protein industry in China has seen the emergence of several key players, including Shandong Yuwang Ecological Food Co., Ltd., and Ningbo Suobao Protein Technology Co., Ltd. These companies are expanding their product offerings and market presence [11][12]. Future Trends - The soybean protein industry is shifting towards high-end products, with increasing production of high-purity and organized proteins. Innovations in processing technologies are expected to enhance the application of soybean protein in emerging fields such as pharmaceuticals and 3D printing [14][15].

Core Viewpoint - The article emphasizes the importance of food security as a foundation for national security, highlighting the successful transformation of Binzhou City in Shandong Province into a national model for grain industry economic development through comprehensive efforts across the entire industry chain [1] Group 1: Agricultural Production and Innovation - Binzhou City achieved a historical high grain yield of 435.52 kg per mu in 2024, with per capita grain production nearly double the national average [1] - The city has cultivated 201 large-scale grain and oil processing enterprises, with an annual processing capacity exceeding 15 million tons, which is more than four times the total grain production [1] - The city has implemented advanced agricultural practices, achieving a 99% coverage rate of quality seeds and introducing high-yield wheat varieties with yields reaching 647.5 kg per mu [2][3] Group 2: Industry Chain Development - Binzhou has developed a clustered approach to grain processing, focusing on corn, wheat, soybeans, and sesame, with over 600 products derived from a single grain [3] - The city has established a comprehensive wheat industry chain, from seed breeding to deep processing, creating the longest and most complete chain in the country [3] - The integration of primary, secondary, and tertiary industries has strengthened the resilience of the grain industry, with significant contributions from leading enterprises [8] Group 3: Value Chain Optimization - The city has focused on high-value utilization, with several products leading the national market in terms of production capacity and market share [4] - A circular economy model has been adopted, enhancing the comprehensive utilization rate of raw materials and increasing efficiency [4] - Binzhou has developed a public brand for grain and oil products, significantly boosting brand value and market presence [4] Group 4: Supply Chain Efficiency - Infrastructure investments have improved storage and transportation capabilities, with the establishment of key logistics hubs and a grain emergency supply system [6] - The city has created a robust supply network to ensure food security, with emergency supply points established in every town and community [6] Group 5: Innovation and Collaboration - Binzhou has partnered with national research institutions to drive innovation in grain processing, achieving a comprehensive utilization rate of 98% [7] - The city promotes standardization and quality control in grain supply, with a low grain storage loss rate of approximately 0.4% [7] - The expansion of sales networks and e-commerce has enhanced product accessibility and market reach [7]

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。 根据《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》的相关要求，山东嘉华生物科技股份有限公司（以下简称"公 司"）现将 2025 年前三季度主要经营数据公告如下： | 项目 | 金额 | 比例（%） | | --- | --- | --- | | 大豆蛋白 | 60,916.36 | 59.48 | | 大豆油 | 22,652.71 | 22.12 | | 大豆膳食纤维 | 6,348.44 | 6.20 | | 低温食用豆粕 | 2,987.91 | 2.92 | | 蒸汽 | 3,941.48 | 3.85 | | 电力 | 2,495.07 | 2.43 | | 副产品 | 3,071.29 | 3.00 | | 合计 | 102,413.26 | 100.00 | 一、按产品类别分类的销售情况 单位：万元 证券代码：603182 证券简称：嘉华股份 公告编号：2025-030 山东嘉华生物科技股份有限公司 2025 年前三季度主要经营 ...

Core Insights - Shandong Province's Dongying City is optimizing its industrial structure by developing grain and oil trading, deep processing of soybeans, and specialty rice industries, creating an integrated development model of production, supply, and value chains [1] Group 1: Production Chain - Dongying City is implementing an order-based planting model that connects farmers, farms, bases, circulation enterprises, and processing companies, transitioning from "plant what is bought" to "produce based on sales" [2] - Guangrao County has a grain planting area of 1.2 million acres, with over 50% of it under order-based planting, and Guangrao Huaitong Grain Co., Ltd. is the largest dealer of strong gluten wheat in China, developing 350,000 acres of quality wheat orders annually [2] Group 2: Supply Chain - Dongying City has established a new pattern of grain and oil production and sales cooperation, focusing on a logistics network that serves the province and radiates to surrounding areas, with a total grain purchase and sale volume expected to reach 2.2 million tons in 2024 [3] - Guangrao Huaitong Grain Co., Ltd. is projected to handle 930,000 tons of quality wheat in 2024, generating an operating income of 1.38 billion yuan, and has deepened cooperation with COFCO Group [3] Group 3: Value Chain - Dongying City is enhancing its grain and oil processing capabilities, transitioning from selling raw grains to selling value-added products, with Guangrao County having seven large-scale flour processing enterprises [5] - The soybean protein deep processing industry in Kenli District is thriving, with Shandong Wandefu Biotechnology Co., Ltd. processing 200,000 tons of non-GMO soybeans annually and producing various high-value soybean protein products [5] - The Yellow River Delta rice brand is gaining recognition, with products like "Water City Rice" and "Wetland Rice" achieving a brand value exceeding 1.2 billion yuan, making it a prominent agricultural product in the region [6] Group 4: Infrastructure Development - The Dongying Port Economic Development Zone is investing 112 million yuan in a digital import park for edible oils, aiming to create a comprehensive service platform for the global edible oil supply chain [4] - The project will facilitate an annual turnover of approximately 200,000 tons of imported edible oils, with an import value of around 1.6 billion yuan, enhancing the region's logistics and storage capabilities [4]

Core Insights - The press conference highlighted the foreign trade development situation in Dezhou City for the first three quarters of 2025, emphasizing the city's efforts to enhance international trade and logistics efficiency [1]. Group 1: Regulatory Enhancements - The "Quality Improvement Project" focuses on strengthening regulation by upgrading the "Iron-Sea E-Pass" system, optimizing dynamic monitoring at checkpoints, and improving operational efficiency for cargo entry and exit [3]. - The use of video surveillance combined with on-site inspections has maintained a 100% online monitoring rate, ensuring effective regulation while facilitating trade [3]. Group 2: Platform Expansion - The "Incremental Project" aims to expand platforms for trade, allowing goods to be processed through a single declaration, inspection, and release system. From January to September, the volume of regulated transshipment containers reached 214 TEUs [3]. - The establishment of the first Dezhou-Moscow international road transport (TIR) route marks a significant milestone, facilitating dual transport channels by road and rail [4]. Group 3: Convenience Initiatives - The "Navigation Assistance Project" has organized multiple meetings with enterprises to help them understand policies and save customs clearance costs between 300 to 500 yuan per container through various transport modes [5]. - A customs policy service station has been set up at the inland port to provide a "green channel" for foreign trade enterprises, ensuring priority processing within specified timeframes [5]. Group 4: Performance Metrics - In the first three quarters, Dezhou International Land Port exported 15,544 TEUs, reflecting a year-on-year increase of 13.2%. The products mainly included soybean protein and geotextiles, with key markets in Denmark, Thailand, and Germany [4].

Core Viewpoint - Jia Hua Co., Ltd. reported a decline in revenue but an increase in profit for the first half of 2025, indicating a mixed performance in its operations [1][3]. Financial Performance - The company achieved an operating revenue of 681 million yuan, a year-on-year decrease of 12.86% [1]. - The net profit attributable to shareholders was 62 million yuan, reflecting a year-on-year growth of 7.79% [1]. - The net profit margin improved from 7.39% in the first half of 2024 to 9.15% in 2025 [3]. - The gross profit margin increased from 13.20% to 16.00% [3]. - The return on equity was 5.64%, with a year-on-year increase of 0.12 percentage points, indicating overall improvement in profitability quality [3]. Operational Efficiency - The inventory turnover days increased to 71.22 days, up by 11.22% compared to the first half of 2024, suggesting increased pressure on inventory management [5]. - The net cash flow from operating activities was 4 million yuan, a significant decline from 54 million yuan in the same period of 2024 [5]. - The debt-to-asset ratio for the first half of 2025 was 17.89%, a decrease of 5.59 percentage points year-on-year, indicating a lighter debt burden and a more stable financial structure [5]. Institutional Holdings - As of the first half of 2025, the number of institutions holding Jia Hua Co., Ltd. shares decreased to 3, down from 50 in the same period of 2024, showing a significant decline in institutional investor participation [7]. - The company's market capitalization peaked at 4.015 billion yuan on September 19, 2022, while the current market cap stands at 2.370 billion yuan, indicating a need for a 69.44% increase in stock price to reach its historical high [7]. - Despite the decline in institutional interest, the company has shown positive changes in profitability quality and financial structure [7].

Core Insights - The core viewpoint of the article highlights the financial performance of Jia Hua Co., which reported a decline in revenue but an increase in net profit for the first half of 2025 [1] Financial Performance - Jia Hua Co. reported a revenue of 681 million yuan, representing a year-on-year decrease of 12.9% [1] - The net profit attributable to shareholders was 62.29 million yuan, showing a year-on-year increase of 7.8% [1] Business Operations - The company is primarily engaged in the research, production, and sales of soybean protein and related by-products [1] - Despite a complex market environment, the company maintained stable operations in its main business [1] - During the reporting period, Jia Hua Co. actively advanced multiple new investment projects, gradually releasing production capacity, which led to stable growth in the output of its main products [1] Market Challenges - The year-on-year decline in revenue was mainly attributed to the impact of raw material prices, which resulted in a decrease in product sales prices and consequently reduced sales revenue [1]

证券代码：603182 证券简称：嘉华股份 公告编号：2025-019 山东嘉华生物科技股份有限公司 2025 年半年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。 根据《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》的相关要求，山东嘉华生物科技股份有限公司（以下简称"公 司"）现将 2025 年半年度主要经营数据公告如下： | | | 单位：万元 | | --- | --- | --- | | 项目 | 金额 | 比例（%） | | 大豆蛋白 | 39,554.66 | 58.23 | | 大豆油 | 14,944.04 | 22.00 | | 大豆膳食纤维 | 4,158.90 | 6.12 | | 低温食用豆粕 | 2,426.80 | 3.57 | | 蒸汽 | 3,115.44 | 4.59 | | 电力 | 1,666.80 | 2.45 | | 副产品 | 2,067.26 | 3.04 | | 合计 | 67,933.90 | 100.00 | 一、按产品 ...