Core Insights - The animal nutrition industry is crucial for global food safety and health, facing challenges due to rising protein demand and limited resources, necessitating technological innovation and sustainable development [1][2] - Andy Su, a leader in the methionine sector, aims to transition towards sustainability, substitution, and efficiency, with technological innovation as a key driver for industry upgrades [1][2] Company Strategy - Andy Su's core product, "Rhodimet®," holds a nearly 30% global market share in 2024, supporting revenue and profit growth [2] - The company plans to enhance production capacity, with a 40,000-ton increase at its European base by year-end and a similar expansion at its Nanjing facility by the end of 2026 [2] - A new 150,000-ton solid methionine project in Quanzhou, Fujian, is set to begin trial operations next year [2] - Andy Su is expanding its high-value specialty products, targeting a 20% revenue contribution from new products over the next five years [2][3] Research and Development - The company invests at least 3% of its revenue annually in R&D, focusing on process optimization and new product development [3] - An innovation fund of €1 million is established every three years to address common industry challenges [3] - The company is exploring alternative protein sources and sustainable development trends, integrating ESG (Environmental, Social, and Governance) into its core strategy [3][4] Global Operations - Andy Su has adopted a strategy of "bringing in" and "going out," enhancing its production capacity in Nanjing and exporting products to Southeast Asia, South America, and India [5] - The company operates two major production bases in Europe and China, creating a complementary global supply system [5] - Future plans include optimizing the global supply network and enhancing service quality in key markets [5][6] Financial Performance and Investor Relations - Over the past decade, Andy Su has distributed a total of 4.6 billion yuan in dividends to investors [5] - The company emphasizes investor relations management and aims to communicate its strategic plans and growth prospects effectively [5][6]

本报记者 许林艳 作为保障人类食品安全与健康的关键环节，动物营养行业紧密关联着全球数十亿人的"餐桌安全"。在全球蛋白需求不断攀 升的背景下，土地、能源等有限资源与生产供给之间的矛盾日益突出，这就要求行业必须通过技术创新与模式革新破解发展瓶 颈，在保障蛋白供应的同时实现可持续发展。 安迪苏董事长兼总经理郝志刚在接受《证券日报》记者采访时表示："动物营养行业的未来发展，必然朝着可持续化、替 代化与高效化方向转型，技术创新将成为破解供需矛盾、引领行业升级的核心驱动力。" 蓝星安迪苏股份有限公司（以下简称"安迪苏"）在动物营养添加剂领域已深耕多年，业务覆盖所有动物品种及养殖关键环 节。 夯实传统业务地位 在家禽、生猪的玉米—豆粕型基础饲料中，蛋氨酸作为动物自身无法合成的必需氨基酸，是饲料配方中的"营养短板"。实 践证明，在饲料中科学添加人工合成的蛋氨酸，不仅能显著提升动物体内蛋白质合成效率、促进生长，还能有效改善动物健康 水平，是动物饲料中的"生长密钥"。 作为全球蛋氨酸领域的领军企业，安迪苏的核心产品"罗迪美®"凭借形态稳定、运输便捷等核心优势，成为市场主流选 择，持续为公司营收和利润增长提供强劲支撑。数据显示，2 ...