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财说| 嘉必优高增长背后:合成生物学进击之路的三大生存命题
Xin Lang Cai Jing· 2025-07-24 23:40
智通财经记者 | 袁颖琪 嘉必优(688089.SH)发布了2025年上半年业绩预告,预计实现营业收入3.07亿元,同比增长17.59%。净利润达1.07亿 元,同比增长57.6%,创下单季新高。 然而,这份高增长背后暗藏隐忧。不难发现,嘉必优的营收增速远低于利润增幅。公司解释,主因ARA产品单价出现 下降。 但这只是表面原因。嘉必优有94%收入依赖婴幼儿奶粉客户,与国内新生儿数量持续下降形成根本矛盾;燕窝酸、 HMOs等储备产品产业化缓慢,技术转化效率拖累新增长点培育。此外,公司高溢价收购的欧易生物,给嘉必优带来了 6.82亿商誉,埋下商誉风险。 嘉必优的合成生物学进击之路,正面临技术转化、客户依赖与资本豪赌的三大生存命题。 技术转化:实验室到货架的距离有多远? 嘉必优通过改造微生物菌种,使其在发酵罐中高效生产高附加值营养素,其商业模式类似"细胞工厂"。 图片来源:智通财 经研究部制图 根据2024年年报,嘉必优的主要产品包括ARA(花生四烯酸)和藻油DHA。ARA作为婴幼儿配方奶粉必需成分,作用 是促进婴幼儿大脑发育,占公司2024年总收入的70.25%。 藻类DHA替代传统鱼油来源的DHA(二十二碳六烯 ...
食健双周谈第1期:红宝石油原料及我国泛鱼油市场初探
Changjiang Securities· 2025-07-23 14:41
行业研究丨专题报告丨食品、饮料与烟草 [Table_Title] 食健双周谈第 1 期:红宝石油原料及我国泛鱼 油市场初探 报告要点 丨证券研究报告丨 [Table_Summary] 红宝石油(飞马哲水蚤油)为当前保健品产业内关注度逐步上行的原材料之一,其因内容物富 含普利醇、虾青素等优质成分具备抗炎属性。我国相关市场,即泛鱼油市场(包括鱼油、磷虾 油、植物基 Omega-3 等),2024 年总规模约 56 亿元,2010-2024 年 CAGR 达 10%。除了老 龄化背景下中老年人群需求的提升外,亦存在年轻群体抗炎年轻化趋势的推动。当前,我国市 场中红宝石油主要品牌为斐萃、VitaOcean 及 SuperSmart。 分析师及联系人 [Table_Author] 董思远 陈硕旸 SAC:S0490517070016 SAC:S0490524020002 SFC:BQK487 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 从现有产品来看,我国红宝石油原料主要应用于斐萃品牌、VitaOcean 品牌及 SuperSmart 品 牌相关产品且均已抖音全球购( ...
嘉必优预计上半年净利大幅增长,董事长易德伟、副董事长杜斌今年60岁
Sou Hu Cai Jing· 2025-07-22 07:48
易德伟,本科学历。1987年7月至1991年12月,任华中师范大学科研处副科长、代理科长;1991年12月至1993年2月,任职于国家教育委员会(现国家教育部)社 会科学司规划处;1993年10月至1999年12月,任北京纳英文化传播公司董事长;1999年12月至今,任武汉烯王生物工程有限公司董事长;2009年11月至今, 任武汉烯王投资有限公司董事长;2004年9月至2015年12月,历任嘉必优生物工程(武汉)有限公司董事长、总经理;2015年12月至今,任嘉必优董事长兼总 经理。2023年9月起至今,兼任长江产业科技创新专家咨询委员会专家委员。 东方财富数据显示,2020年至2024年,易德伟的薪酬分别为108.8万元、115.7万元、118.0万元、109.1万元、116.1万元。 杜斌,本科学历。1987年7月至1999年12月,历任华中师范大学学生管理科科长、历史文化学院副书记;1999年12月至2004年8月,任武汉烯王生物工程有限 公司人力资源部经理、董事会秘书;2004年9月至今,任武汉烯王生物工程有限公司董事;2004年9月至2015年12月,历任嘉必优生物工程(武汉)有限公司副 总经理、执 ...
嘉必优2025上半年净利预增57.61%
Chang Jiang Shang Bao· 2025-07-21 23:03
长江商报消息 ●长江商报记者 徐靓丽 嘉必优(688089.SH)日前发布2025上半年度业绩预报,公司预计实现营业收入约3.07亿元,较上年同 期增长约17.59%;预计实现归母净利润约1.07亿元,较2024年同期增长57.61%。同时,公司产品燕窝酸 正式进入化妆品原料目录,在化妆品和食品领域双双获得"准入"。 预计营收净利双增长 2021年开始,在《化妆品监督管理条例》与《食品安全法》的双重实施下,中国对化妆品与食品原料的 管理进入了"强监管"时代。新规要求所有未收录原料必须完成备案及3年安全监测期,这一政策直接打 破行业长期依赖进口原料的僵局。新规实施5个月后,中科光谷(嘉必优子公司)提交的燕窝酸备案申 请获批,成为新规后首个完成备案的化妆品原料。 实际上,燕窝酸2017年就已获原国家卫计委批准为新食品原料,每日推荐摄入量≤500毫克。2022年, 中科光谷研发的燕窝酸被国家卫健委认定为与已批准公告的N-乙酰神经氨酸新食品原料具有实质等同 性。这也意味着燕窝酸在化妆品和食品领域双双获得"准入"。 6月24日,国家药监局公告称,"N-乙酰神经氨酸"(燕窝酸)已通过3年安全监测期,并作为首批新原料 被纳 ...
7月20日周末公告汇总 | 良品铺子控股权拟转让武汉国资;博汇股份拟3.9亿开展算力业务
Xuan Gu Bao· 2025-07-20 11:56
Reinstatement - Changhong High-Tech plans to acquire 100% equity of Guangxi Changke through issuing shares, convertible bonds, and cash payment, focusing on the R&D of special synthetic resins, with stock reinstatement [1] - Jichuan Pharmaceutical disclosed the results of the acquisition offer by Cao Fei, leading to stock reinstatement [2] - *ST Yazhen completed the verification work, resulting in stock reinstatement [3] Capital Increase and Mergers - Chiplink Integration intends to purchase 72.33% equity of Chiplink Yuezhou for 5.897 billion yuan [4] - Dongwu Securities plans to raise no more than 6 billion yuan through a private placement for subsidiary capital increase, IT and compliance investments, wealth management, bond investments, debt repayment, and working capital [4] - Weiguang Biological aims to raise no more than 1.5 billion yuan for its smart industrial base project and to supplement working capital [5] - Zhengyu Industrial plans to raise no more than 450 million yuan for the second phase of Zhengyu Intelligent Manufacturing Park and to supplement working capital [6] Equity Transfer - Liangpinpuzi's Ningbo Hanyi plans to transfer 5.10% of its shares to Wanggu Chuangtou at a price of 12.42 yuan per share, totaling 254 million yuan [7] - Dongfang Caifu's shareholder Shen Yougen intends to transfer 1% of the company's shares, with a familial relationship to the actual controller [8] External Investment and Daily Operations - Shangshi Development's wholly-owned subsidiary Quanzhou Shangshi plans to transfer its holdings in the Quanzhou Fengze District Shangshi Haishang project to Quanzhou Kaiyuan's wholly-owned subsidiaries for approximately 2.05 billion yuan [9] - Rik Chemical signed a strategic cooperation framework agreement with Shandong Dongming Petrochemical Group for collaboration in specialized polyethylene powder supply, industry ecosystem building, and new product development [10] - Huadong Pharmaceutical's wholly-owned subsidiary received approval for clinical trials of the injectable HDM2012 drug [11] - Dongrui Co. obtained additional export quotas for live pigs to Hong Kong and Macau for 2025 [12] - Kuaibingtong's largest shareholder Yang Jianxin successfully auctioned 8 million shares [13] - Pulite's subsidiary introduced strategic investor Guoyan No. 1 through capital increase and expansion [14] - Bohui Co. plans to purchase servers, data center facilities, and related services through its wholly-owned subsidiary Wuxi Jizhi Liquid Cooling Technology, with an estimated total amount not exceeding 900 million yuan [15] - Lianhuan Pharmaceutical received approval for clinical trials of the drug Riluzole [16] Performance Changes - Jiabiyou expects a net profit of approximately 107 million yuan for the first half of the year, a year-on-year increase of 57.61%, driven by increased sales of core products ARA and algae oil DHA [17] - Sanhuan Group anticipates a net profit of 1.128 billion to 1.333 billion yuan for the first half of the year, a year-on-year increase of 10% to 30%, with significant sales growth in MLCC products [18] - Shentong Technology reported a net profit of 64.278 million yuan for the first half of the year, a year-on-year increase of 111.09% [19] - Nanjing Gaoke's contract sales reached 820 million yuan for the first half of the year, a year-on-year increase of 824.68% [20]
嘉必优:预计2025年半年度净利润同比增长57.61%
news flash· 2025-07-18 07:34
嘉必优公告,2025年半年度实现营业收入约3.07亿元,较上年同期增长17.59%;归属于母公司所有者的 净利润约1.07亿元,较上年同期增长57.61%;归属于母公司所有者的扣除非经常性损益的净利润约9300 万元,较上年同期增长75.45%。报告期内公司营业收入增加主要系核心产品ARA和藻油DHA销量增加 所致;利润增加主要系营业收入增加,同时公司生产效率提升,叠加产品结构和客户结构优化,提升了 公司的盈利能力。 ...
金达威(002626) - 002626金达威投资者关系管理信息20250717
2025-07-18 00:30
Group 1: Company Overview - The company primarily engages in the research, production, and sales of nutritional health foods (including raw materials and finished products) and feed additives [2][3] - The production of health food raw materials and feed additives mainly occurs domestically, with a high export ratio; finished health food products are primarily produced and sold overseas, showing significant growth through cross-border e-commerce [3] Group 2: Product Development and Market Position - The company utilizes synthetic biology as a foundational technology for large-scale production of various raw materials, including Coenzyme Q10, NMN, NADH, Vitamin K2, and others [3] - Coenzyme Q10 holds the largest global market share, demonstrating notable cost and scale advantages [3] - The company aims to reduce production costs for products like astaxanthin, DHA, and EPA to enhance market competitiveness [3] Group 3: Brand and Sales Strategy - The company owns two major health food brands, Doctor's Best and Zipfizz, with production capabilities for capsules, tablets, and powders [3][4] - Doctor's Best is a well-known health brand in North America, showing steady growth, while Zipfizz maintains stable performance with new products developed for the U.S. market [4] - The marketing strategy for domestic health food business focuses on market insights, product strategy, resource integration, and data-driven upgrades to create market-leading products [4] Group 4: Financial Performance - The company's performance growth in the first half of 2025 is primarily attributed to increased sales of Coenzyme Q10, vitamins, and domestic health products [3]
股市必读:保龄宝(002286)7月3日董秘有最新回复
Sou Hu Cai Jing· 2025-07-03 16:43
Core Viewpoint - The company Baolingbao (002286) is currently facing challenges in the market, with its stock price at 12.55 yuan, down 2.03%, and significant trading activity noted on July 3, 2025 [1] Group 1: Company Developments - The company clarified that its DHA algal oil production does not strictly fall under the definition of marine economy as outlined in the national marine economic development plan [1] - Baolingbao's product, Alotose, has not yet been approved for sale in the domestic market, and the approval timeline for its enzyme preparation remains uncertain [1] - The company has submitted an application for the domestic approval of its Alotose enzyme preparation, but it is still pending [1] Group 2: Market Activity - On July 3, 2025, the net outflow of main funds from Baolingbao was 102 million yuan, while speculative funds saw a net inflow of 26.07 million yuan, and retail investors contributed a net inflow of 75.65 million yuan [1]
德国Selay——自然与科技共舞,开启健康生活的「精准营养革命」
Core Viewpoint - Selay is redefining the dietary supplement industry with a focus on personalized health solutions, combining natural ingredients with scientific innovation to cater to diverse consumer needs [1][5][7] Group 1: Product Philosophy - Selay emphasizes the importance of pure, natural ingredients sourced from plants and animals, ensuring high quality through rigorous selection processes [3] - The brand utilizes organic materials from local German farms and high-purity fish oil from Norway, achieving an Omega-3 content of 95% with minimal heavy metal residues [3] Group 2: Targeted Product Lines - Selay offers personalized product lines for various demographics, including blood sugar balance capsules for the elderly, hormone-regulating drinks for women, vitality supplements for men, and growth drinks for children [5] - Each product is designed to address specific health needs, such as cardiovascular health, metabolic balance, and developmental support for children [5] Group 3: Consumer Impact - The "Selay Arginine Capsule" exemplifies the brand's approach, combining ingredients like maca, arginine, oyster peptides, and zinc to significantly enhance physical strength and energy levels [7] - Selay aims to provide health solutions that resonate with different lifestyles, from busy professionals to health-conscious homemakers, ensuring that everyone can find their ideal health answer [7] Group 4: Future Outlook - The company is committed to ongoing research and innovation, with plans to expand its product line and offer more precise and effective nutritional solutions [7] - Selay envisions a future where health is easily accessible, promoting a lifestyle that harmonizes scientific advancements with natural wellness [7]
好想你20250625
2025-06-26 14:09
公司预计半年报营收与去年同期持平,但利润端将延续一季度盈利趋势, 主要受益于成本下降和费用管控,尤其电商渠道投流费用大幅削减,利 润贡献显著。 各渠道利润率排序为:专卖店 > 省外商超(山姆等)> 零食量贩 ≈ 电 商 > 大宗商品。山姆渠道黑金枣单品月销已达 1,500 万元,若全渠道 铺货,月销有望翻倍至 3,000 万元。 永辉、天虹等商超调整后,推行"胖东来同款"标准品,对公司产品销 售产生积极影响,无需更换包装直接采购公司标品。 DHA 藻油产品于 2025 年二季度在山姆部分门店试销,预计全国铺货后 月销售额可达 2000 万元。另有红枣奶酪组合等 2-3 款新品储备,预计 中秋节期间推出。 公司改变原材料采购策略,由一次性采购全年用量改为按季度或月度小 批量采购,以降低风险。毛利率能及时反映当季采购成本下降,预计三、 四季度毛利率仍有上升空间。 2025 年公司战略核心是保利润,通过严格的费用管控(特别是电商渠 道)和"创收创立产品"清单,实现扭亏为盈,利润考核权重显著提升。 公司坚持"红枣加健康溯源食品"战略,以红枣为核心进行产品研发, 并利用富余产能尝试开发其他品类,如粉面类食品、粥类产品、 ...