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安琪酵母半年净赚7.99亿增15.7% 品牌价值超200亿布局生物技术领域
Chang Jiang Shang Bao· 2025-08-18 00:17
长江商报消息 ●长江商报记者 徐靓丽 持续加大品牌投入,安琪酵母业绩稳健增长。 公司持续加大品牌投入,深化精准营销,围绕酵母、酵母抽提物、酵母蛋白等核心业务加强传播。"安 琪"品牌价值持续提升至202.68亿元,品牌强度达到914,两项指标均蝉联国内食品加工制造类目第一 位,成功入围工信部首批中国消费名品名单。 报告期内,安琪酵母申请专利92件,其中发明专利61件,获得专利授权49件。截至2025年6月30日,公 司共申请专利1625件。 海外收入维持高速增长 安琪酵母(600298.SH)近日发布2025年半年度报告,2025年上半年公司实现营收约79.0亿元,同比上 升10.1%;归母净利润7.99亿元,同比上升15.7%。 近年来,安琪酵母积极"出海",通过拓展国际市场来提升其全球竞争力。2025年第二季度,安琪酵母海 外收入同比增长22.3%,延续高增长态势。 品牌价值超200亿 安琪酵母是全球第二大酵母公司,公司在湖北宜昌、广西柳州和崇左、内蒙古赤峰等地以及两个海外国 家建有16个酵母工厂,酵母系列产品总产能超过45万吨,在国内市场占比55%,全球的市场占比超 20%,产品出口170多个国家和地区。 ...
发酵产量同比增长11.8%,安琪酵母上半年业绩双增
Company Performance - Anqijiao Yeast reported a revenue of 7.899 billion yuan for the first half of 2025, representing a year-on-year growth of 10.10% [1] - The net profit attributable to the parent company reached 799 million yuan, with a year-on-year increase of 15.66% [1] - The fermentation output for the first half of the year was 228,000 tons, showing an 11.8% increase compared to the previous year [1] Production and R&D - The company has a total yeast production capacity exceeding 450,000 tons, holding a 55% market share in China and over 20% globally [1] - R&D expenses for the first half of the year amounted to 306 million yuan, reflecting a 3.65% increase year-on-year [1] - Key products such as high-sugar yeast and low-sugar yeast have seen significant improvements in key performance indicators due to process optimization [1] Industry Context - The global yeast production capacity exceeds 2.1 million tons, with the top three companies (Lesaffre, Anqijiao, and Angel Yeast) accounting for over 70% of the market share [2] - The yeast industry is experiencing increased concentration and intensified competition, with international peers adjusting their global strategies [2] Cost Management - Molasses accounts for nearly 60% of yeast production costs, significantly impacting profitability; the company has previously replaced part of the molasses with hydrolyzed sugar [2] - Anqijiao Yeast plans to continuously monitor raw material price fluctuations and optimize its pricing prediction mechanisms [2] Strategic Initiatives - The company announced plans to acquire a 55% stake in Shengtong Sugar Industry for 506 million yuan, aimed at enhancing its sugar segment and downstream business [2] - Anqijiao Yeast currently operates four hydrolyzed sugar production lines with a total capacity of 600,000 tons, with additional production lines under construction [2]