投资者关系活动详情 本次投资者关系活动类别为特定对象调研与业绩说明会，于2025年8月25日下午15:00 - 17:30通过"富士 莱投资者关系"微信小程序及腾讯会议线上举行。参与单位包括多家证券、投资、基金管理公司等，上 市公司接待人员有董事长钱祥云先生、董事会秘书兼财务总监卞爱进先生、独立董事陈忠先生以及证券 事务代表吴晨钧先生 。 业绩与业务规划交流要点主营业务盈利能力提升规划：公司上半年净利润大幅增长且扭亏为盈，但非经 常性损益影响较大。公司表示，硫辛酸、肌肽、磷脂酰胆碱三项传统业务是核心，将巩固优势，优化生 产工艺，拓展产品应用领域，利用硫辛酸垂直一体化优势切入制剂领域，增强盈利能力。研发投入与成 本控制平衡：针对上半年研发费用下降，公司称会优化研发资源配置，聚焦高质量项目，在提升效率的 同时确保技术创新和产品竞争力。产品结构优化战略：鉴于硫辛酸系列产品销售收入占比高带来的产品 集中风险，公司计划对核心产品进行工艺优化与应用拓展，扩大市场占有率。同时，开拓丰富原料药产 品管线，将高端特色原料药、专利原料药作为新增长点。在建项目预期影响："富士莱(山东)特色原料 药及中间体CMO/CDMO建设项目" ...

苏州富士莱医药股份有限公司 投资者关系活动记录表 证券代码：301258 证券简称：富士莱 编号：20250825 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | √业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | □其他 | | | 线上参与富士莱 | 年半年度网上业绩说明会的投资者 2025 | | | 蒋维东 | 华福证券有限责任公司 | | | 温灵军 | 上海璞智投资管理有限公司 | | | 王瑞 | 上海海能投资 | | | 李尊 | 南京金友私募基金管理有限公司 | | | 曹新林 | 浙江大通骐楷投资管理有限公司 | | | 王焕 | 常熟银行 | | | 曹志平 | 粤佛私募基金管理(武汉)有限公司 | | | 陆懿晨 | 上海融义投资咨询有限公司 | | 参与单位名称及 | 梁游 | 华数数科 | | | 向红旭 | 尚诚资产管理 | | 人员姓名 | 魏鑫 | 北京橡果资产管理有限公司 | | | 颜丽红 | 旭为投资 | | | 应方 | 上海涌融私募基金管理有限公司 | ...

Investment Rating - The report indicates a positive sentiment towards the beauty and personal care sector, particularly driven by the upcoming IPOs of two major raw material companies, Weiqi Technology and Jiakai Biological [2][17]. Core Insights - The IPOs of Weiqi Technology and Jiakai Biological are expected to inject new momentum into the beauty raw materials market and enhance competitiveness within the sector [2][17]. - The recent U.S.-Vietnam tariff agreement is seen as beneficial for the export sector, particularly for textile manufacturing companies that have established production capacities in Vietnam [3][18]. - The retail performance in the apparel sector showed improvement in May, with a year-on-year growth of 4.0%, attributed to favorable weather and promotional events [4][20]. Summary by Sections Section 1: IPOs and Market Dynamics - Weiqi Technology and Jiakai Biological have submitted their IPO applications, with Weiqi holding a 6.6% market share in China's peptide raw materials industry, making it a leader in the sector [2][12][17]. - Jiakai focuses on plant-based and microbial fermentation raw materials, with a strong portfolio of products aimed at various cosmetic functions [11][14]. Section 2: Tariff Implications - The U.S. has agreed to impose a 20% tariff on goods imported from Vietnam, which is lower than previously anticipated, thus reducing the downside risk for companies in the textile sector [3][18]. - The textile manufacturing sector is expected to recover as the tariff situation stabilizes, with many companies already positioned in Vietnam [19]. Section 3: Industry Data Tracking - The apparel retail sector showed a month-on-month improvement in May, with a notable increase in consumer spending driven by seasonal factors and promotional activities [4][20]. - Raw material prices remained stable, with cotton prices showing slight fluctuations, indicating a relatively stable supply chain environment [21][22]. Section 4: Investment Recommendations - The report recommends investing in apparel brands like Hailan Home, which is adapting to consumer trends and has strong profitability potential [39]. - In the beauty sector, companies like Juzhi Biological and Jinbo Biological are highlighted for their resilience and upcoming product launches [5][39]. - The gold and jewelry sector remains attractive due to rising gold prices, with strong recommendations for brands like Laopu Gold [5][39]. Section 5: Market Performance Review - The textile and apparel sector saw a weekly increase of 1.36%, ranking 11th among 29 industry sectors, indicating a positive market sentiment [6][40]. - Key performers in the textile sector included Jihua International and Jiangnan Buyi, while the beauty sector faced mixed results with some companies experiencing declines [6][45]. Section 6: Industry News and Trends - The report notes significant growth in the beauty category on platforms like Douyin, with a total GMV exceeding 20 billion yuan in June, showcasing the strength of domestic brands [48].

Core Viewpoint - The article highlights the launch of a specialized production line for high-end bioactive molecules by KaiXing Bio, marking a significant advancement in the synthetic biology industry in China [1][3]. Group 1: Company Overview - KaiXing Bio, established in May 2024, is a subsidiary of Beijing Green Kangcheng Biotechnology Co., Ltd., stemming from decades of research by Tsinghua University in the biotechnology field [1]. - The company focuses on next-generation biotechnology to create an intelligent manufacturing platform for the green production of high-end chemicals, providing sustainable bioactive raw material solutions for the global market [3]. Group 2: Production and Products - The newly launched factory in Changzhou will mass-produce high-value amino acids and bioactive raw materials, including N-acetylneuraminic acid, L-histidine, carnosine, decarboxylated carnosine, ergothioneine, rhodiola rosea glycosides, and ectoine, which are widely used in dietary supplements, functional skincare, and biomedicine [4]. - KaiXing Bio released the first batch of synthetic biological product standards in Jiangsu Province during the launch ceremony, setting a new quality benchmark for Chinese raw materials [5]. Group 3: Industry Impact and Future Plans - The combination of "raw materials + standards" aims to enhance the domestic substitution and standard system construction in the synthetic biology field, injecting strong momentum into the industry [7]. - The company plans to strengthen industry chain cooperation, promote green and sustainable biomanufacturing technology innovation, and continuously provide high-quality, environmentally friendly, and efficient bioactive raw material solutions to global customers [7]. - KaiXing Bio aims to expand its product matrix and accelerate its global market layout, promoting the concepts of health, beauty, and sustainability, while leading the active raw material industry with "Made in China" initiatives [7].