青岛蔚蓝生物股份有限公司董事会 以上经营数据信息来源于公司报告期内财务数据，且未经审计，仅为投资者 及时了解公司生产经营情况之用，敬请广大投资者理性投资，注意投资风险。 特此公告。 | 证券代码：603739 证券简称：蔚蓝生物 | | 公告编号：2025-038 | | --- | --- | --- | | 青岛蔚蓝生物股份有限公司 | | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 | | | | 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | | | | 青岛蔚蓝生物股份有限公司（以下简称"公司"）根据上海证券交易所《上 | | | | 市公司行业信息披露指引第十四号——食品制造》的要求，现将公司 | | 2025 年第 | | 二季度主要经营数据披露如下： | | | | 一、报告期经营情况 | | | | 分类 2025 年第二季度营业收入（元） | | | | 酶制剂 118,822,845.82 | | | | 产品类别 微生态制剂 | | 62,179,855.65 | | 74,552,143.90 其他 | | | | 合计 255,5 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 青岛蔚蓝生物股份有限公司（以下简称"公司"）根据上海证券交易所《上 市公司行业信息披露指引第十四号——食品制造》的要求，现将公司 2025 年第 二季度主要经营数据披露如下： | | 分类 2025 | 年第二季度营业收入（元） | | --- | --- | --- | | 产品类别 | 酶制剂 | 118,822,845.82 | | | 微生态制剂 | 62,179,855.65 | | | 其他 | 74,552,143.90 | | | 合计 | 255,554,845.37 | | 销售模式 | 直销 | 171,922,085.69 | | | 经销 | 83,632,759.68 | | | 合计 | 255,554,845.37 | | 地区分部 | 境外 | 31,344,025.83 | | | 境内 | 224,210,819.54 | | | 总计 | 255,554,845.37 | 一、报告期经营情况 证券代码：603739 证券简称：蔚蓝生物 公告 ...

Core Viewpoint - The article discusses the upcoming German Industrial Baking Localization & Nutrition Fortification Summit, highlighting the challenges and opportunities in the Chinese baking industry as it moves towards industrialization, standardization, and internationalization [3][5]. Group 1: Event Overview - The summit will take place on September 12, 2025, in Kunshan, Jiangsu, organized by Stenningredients, aiming to deepen cooperation between the Chinese and German baking industries [2][3]. - It will feature international experts, industry champions, and leading company representatives, focusing on the localization of German industrial baking practices and innovative applications of nutritional fortification [5][10]. Group 2: Key Challenges and Topics - The summit will address core challenges faced by the Chinese baking industry, such as the need for clean labels, production efficiency, and the shift in market demand from taste to health and nutrition [5][6]. - Key topics include dual-track innovation, the adaptation of German baking technology to Chinese market needs, and the integration of international standards with local practices [6][10]. Group 3: Summit Structure - The event will cover four main areas: market and trend insights, technology and process learning, nutrition and formula innovation, and immersive visits for practical exchanges [22][27]. - Participants will gain insights into the latest German industrial baking concepts, engage directly with experts, and take away actionable solutions for formula optimization and production management [27][29]. Group 4: Organizers and Brands - The summit is organized by Stenningredients, a global leader in functional food ingredients, and will showcase its three major brands: SternEnzym, DeutscheBack, and SternVitamin, each specializing in enzyme solutions, industrial baking, and nutritional fortification respectively [29][31].

Group 1 - The report highlights a reversal in the pig farming dilemma, indicating a potential recovery in the industry due to policy-driven capacity adjustments and supply reductions [2][8]. - The current pig cycle is in a de-stocking phase, with the number of breeding sows in China decreasing from a peak of 41.42 million in 2024 to 40.43 million in June 2025, a decline of approximately 2.4% [22][23]. - The Ministry of Agriculture and Rural Affairs has set a target to reduce the breeding sow population by about 1 million heads, aiming for a total of 39.5 million [22][23]. Group 2 - Short-term pig prices are expected to decline due to reduced second fattening and seasonal demand, but a long-term increase is anticipated if the breeding sow population stabilizes below 39.5 million [26][29]. - As of July 25, 2025, the profit from self-breeding pig farming was 62.16 yuan per head, a decrease of 31.61% from the previous week, while the loss from purchasing piglets expanded to 71.39 yuan per head [32][33]. - The report emphasizes that large-scale enterprises will have more stable profitability compared to smallholders due to cost advantages and industry chain synergies [32]. Group 3 - The report identifies two key companies in the pig farming industry: Yongshun Biological and Dayu Biological, detailing their business models and market positions [3][35]. - Yongshun Biological focuses on the research, production, and sales of veterinary biological products, with over 30 types of vaccines for pigs and poultry, maintaining over 90% of its revenue from vaccine sales [3][37]. - Dayu Biological specializes in feed additives and veterinary drugs, with its feed additive and feed businesses accounting for 65.39% and 29.74% of its revenue, respectively [50][56]. Group 4 - The report provides an overview of the pig farming industry chain, which includes upstream breeding, feed production, and veterinary supplies, midstream modern farming practices, and downstream processing and distribution [21][24]. - The entire industry chain is heavily influenced by technological advancements, management practices, disease control, and is subject to environmental regulations and government oversight [21][24].

Core Viewpoint - The article emphasizes the growing importance of enzyme preparations in the baking industry, particularly in enhancing the quality and shelf life of baked goods while adhering to clean label trends [4][6][62]. Group 1: Enzyme Preparations in Baking - Enzyme preparations are recognized as crucial tools in the baking industry, especially for improving product quality and stability amidst rising consumer expectations for taste and visual appeal [4][9]. - These preparations are not high-tech but are catalytic proteins derived from plants, animals, or microorganisms, processed to serve as low-quantity additives that enhance dough properties without leaving residues in the final product [7][9]. - Enzymes can improve dough stability, optimize fermentation time, control the fluffiness of the final product, and extend shelf life by delaying staling processes [10][12][28]. Group 2: Types and Functions of Enzymes - Various types of enzymes are utilized in baking, including amylases, xylanases, glucose oxidases, proteases, and transglutaminases, each serving specific functions to enhance dough characteristics [19][61]. - Amylases help break down starches to improve fermentation efficiency and delay staling, while xylanases enhance dough extensibility and volume [19][31]. - Glucose oxidases strengthen gluten quality and improve the texture of bread, while proteases relax dough and reduce shrinkage [36][42]. - Transglutaminases enhance gluten structure and improve the elasticity and volume of baked products [55][58]. Group 3: Experimental Results - Experiments conducted by the German Ston Group demonstrated that the addition of specific enzymes significantly improved dough properties, fermentation times, and final product volumes [25][34][39]. - For instance, the use of bacterial α-amylase notably improved the moisture retention and softness of bread over its shelf life [28]. - The results indicated that enzyme combinations are necessary to address various baking challenges effectively, rather than relying on a single enzyme [61][62]. Group 4: Future Directions - The article hints at future discussions on customized enzyme solutions for clean label products and the importance of enzyme preparations in industrial baking [63][64]. - Upcoming events will focus on the application of enzyme preparations in industrial baking, highlighting the need for tailored solutions to meet diverse product requirements [63].

Core Viewpoint - Changde City has passed the "Regulations on Promoting the Development of Synthetic Biology Manufacturing Industry," marking the first local legislation in China for this sector, aimed at enhancing the development of synthetic biology manufacturing as a strategic emerging industry [1][2]. Summary by Sections Legislative Background - The "Regulations" are part of a broader initiative to support the high-quality development of the synthetic biology manufacturing industry in Changde, which has been recognized as a key area for new productive forces and strategic emerging industries [2][4]. Industry Development Measures - In February, the Hunan Provincial Government issued measures to support Changde's synthetic biology manufacturing, focusing on areas such as enzyme preparations, pharmaceutical intermediates, agricultural chemicals, future foods, health products, and bio-based materials [4]. Legislative Process - The legislative project for promoting synthetic biology manufacturing began in September 2024, with multiple reviews and revisions leading to the final draft of the "Regulations," which consists of 19 articles addressing various aspects of industry development [5][6]. Key Provisions of the Regulations - The first three articles outline the legislative purpose, scope, and responsibilities of government departments. Articles four to fifteen focus on core industry development issues, including enhancing investment attraction, R&D capabilities, and talent acquisition, while also addressing high operational costs and approval efficiency [6]. - Article sixteen introduces a "no penalty for two situations, four prohibitions" system to optimize the business environment, while article seventeen establishes a fault-tolerance mechanism [6]. Next Steps - The Changde Municipal People's Congress will submit the "Regulations" to the Provincial People's Congress for approval, after which it will be published and implemented [6]. Upcoming Events - The Fourth Synthetic Biology and Green Manufacturing Conference will be held in Ningbo from August 20-22, focusing on AI and biological manufacturing, with discussions on trends and innovations in the industry [7][9].

Core Viewpoint - The Ministry of Industry and Information Technology and the National Development and Reform Commission have issued a notice to cultivate pilot-scale biomanufacturing platforms, aiming to establish over 20 platforms and serve more than 200 enterprises by 2027, with the goal of incubating over 400 products [1][2][3]. Group 1: Cultivation Areas - The initiative focuses on addressing the shortcomings and pain points in the pilot-scale phase of biomanufacturing, targeting key product areas such as food and additives, biopharmaceuticals, cosmetics, chemicals, energy, and enzyme preparations [5]. - Emphasis will be placed on developing pilot platforms for new raw materials in biomanufacturing, particularly lignocellulosic materials and one-carbon compounds (e.g., carbon monoxide, methanol) [5]. - The program will also support the establishment of pilot platforms for plant chassis cells, which utilize genetically modified plant cells (such as tobacco, rice, and Taxus cells) to fill gaps in emerging fields [5].

Core Viewpoint - The article discusses the establishment of pilot testing platforms for biomanufacturing, focusing on key product areas such as food additives, biopharmaceuticals, cosmetics, chemicals, energy, and enzyme preparations, with a goal to support innovation and commercialization in the industry [1][2]. Group 1: Pilot Testing Platforms - The Ministry of Industry and Information Technology and the National Development and Reform Commission aim to cultivate over 20 pilot testing platforms by 2027, serving more than 200 enterprises and incubating over 400 products [1]. - The initiative emphasizes market-driven and demand-led approaches, encouraging national laboratories and innovation platforms to develop pilot testing capabilities [1][2]. - The platforms will focus on addressing the shortcomings and pain points in the pilot testing phase of biomanufacturing, particularly in the development of new raw materials such as lignocellulosic and one-carbon compounds [2]. Group 2: Guidelines and Events - The article includes attachments such as the "Biomanufacturing Pilot Testing Capability Construction Platform Cultivation Guidelines (2025 Edition)" and an application form for the platform [3]. - The Fourth Synthetic Biology and Green Biomanufacturing Conference (SynBioCon 2025) is scheduled for August 20-22 in Jinan, Shandong, aiming to discuss trends in biomanufacturing and promote technology transfer and commercialization [4].

Core Viewpoint - The Ministry of Industry and Information Technology and the National Development and Reform Commission have initiated a program to cultivate pilot-scale biomanufacturing capabilities, focusing on addressing gaps and pain points in the biomanufacturing sector [1] Group 1: Biomanufacturing Focus Areas - The initiative aims to develop pilot platforms for key product areas including food and additives, biopharmaceuticals, cosmetics, chemicals, energy, and enzyme preparations, promoting collaborative innovation across the industry chain [1] - Emphasis is placed on cultivating pilot platforms for new raw material development, particularly in lignocellulosic materials and one-carbon compounds (such as carbon monoxide and methanol) [1] - The program will also focus on establishing pilot platforms for plant chassis cells, which utilize genetically modified plant cells (such as tobacco, rice, and Taxus cells) to address emerging field gaps in biomanufacturing [1]

Group 1: Investor Relations Activity - The investor relations activity was an earnings briefing held on May 15, 2025, at the Shanghai Securities News Roadshow Center [3] - Participants included the Chairman, General Manager, Board Secretary, and a representative from Guotou Securities [3] Group 2: Company Performance Overview - The company reported a net loss of CNY 23.94 million for 2024, with the parent company’s net profit at CNY -24.27 million [7] - The total undistributed profits as of December 31, 2024, were CNY 84.67 million for the consolidated report and CNY 84.51 million for the parent company [7] Group 3: Reasons for Performance Decline - The decline in performance was attributed to weak consumer demand, slow recovery in the restaurant sector, and a decrease in pig inventory due to the African swine fever [5] - The company faced intense competition in the feed and feed additive market, leading to a significant drop in profitability [5] Group 4: Future Strategies for Profitability - Sales strategies include focusing on regional feed brands and expanding into egg and aquatic products [5][6] - The company plans to enhance product differentiation and focus on core customer needs to increase sales [6] - Technical innovations and market research will be prioritized to improve product competitiveness [7] Group 5: Dividend Policy - The company did not declare dividends for 2024 due to losses, which did not meet the conditions for cash dividends as per the company’s articles [7] Group 6: Investment and Project Updates - The company is constructing a self-breeding pig farm and has sufficient funding for this project [9] - The micro-ecological agent project reached a usable state by March 31, 2024, but its purpose was changed due to market conditions [10] - The marketing service center project’s completion date was extended to December 31, 2025, with a cumulative investment progress of 56.98% as of December 31, 2024 [10]