经济导报记者 杨佳琪 12月18日，山东海奥斯生物科技股份有限公司（下称"海奥斯"）披露公开发行股票并在北交所上市辅导备案公告。 经济导报记者注意到，其在12月15日当天终止前次辅导后，宣布更换辅导券商，并火速重启了上市。 公告显示，12月15日，海奥斯与招商证券股份有限公司签订辅导协议，并于同日向山东证监局提交了辅导备案材料。12月18日，山东证监局受理公司的辅 导备案申请。 据公开信息，2023年10月，海奥斯在山东证监局进行了辅导备案，拟冲击深交所主板上市。 据了解，海奥斯主要产品为胶原蛋白肠衣。其除与双汇集团、金锣集团、龙大美食、安井食品、惠发食品、青岛正大等国内肉制品龙头企业建立了长期、 稳定的合作关系之外，也成为国内少数拥有稳定国际市场的胶原蛋白肠衣出口企业。 财务数据显示，近期海奥斯业绩有所波动。2024年，该公司实现营业收入42348.51万元，同比下降5.60%；归母净利润为10977.26万元，同比下降4.33%； 2025年上半年，该公司实现营业收入20075.13万元，同比下降1.21%；归母净利润为4573.55万元，同比下降17.59%。 此外，海奥斯收入增长主要依靠单一产品。20 ...

Core Viewpoint - The food industry is a pillar of China's economy, and recent government policies aim to enhance food security and promote high-quality development in the food sector, presenting opportunities for the casing industry [1][4]. Policy Measures - In January 2024, a group standard for collagen casings will be released to further regulate the industry and promote sustainable development [2]. - In June 2023, new regulations on food business licensing were introduced, streamlining the process for certain food sales activities [2]. - The "14th Five-Year Plan" emphasizes health and nutrition, focusing on personalized nutrition and health monitoring technologies [2]. - A national nutrition plan was implemented in August 2022 to support dietary needs and enhance nutrition services [2]. - Guidelines for promoting light industry development were issued in June 2022, targeting functional foods and health products [2]. Market Growth - The global casing industry reached a scale of 42.57 billion RMB in 2023, with a CAGR of approximately 6.74% from 2019 to 2023 [2]. - China's casing industry size reached 16.89 billion RMB in 2023, growing by 6.3% year-on-year [4]. - The collagen casing market in China reached 2.69 billion RMB in 2023, accounting for 15.9% of the total casing market [6]. Industry Analysis - The casing industry is supported by the growth of the meat processing and sausage industries in China, which is the largest meat consumption market globally [4]. - The government is increasing food safety measures and implementing policies to stimulate demand for low-temperature meat products, supporting long-term industry growth [4]. - The research team utilized various analytical models to assess the casing industry's market environment, policies, competition, and technological innovations [8].