Core Viewpoint - Sanwei Biotech is actively advancing the industrialization and market expansion of diversified products, including allulose, tagatose, mannitol, and others, to enhance its product structure and overall business resilience [2]. Product Development - Allulose: The company has launched a production capacity of 10,000 tons, with an additional 10,000 tons under construction. Sales from January to September have shown significant year-on-year growth, meeting the needs of domestic clients like Nayuki Tea and steadily increasing overseas demand [2]. - Tagatose: Approved as a new food ingredient in China since 2014 and recognized in multiple countries, the company is optimizing production processes to reduce costs and enhance market potential. Tagatose and allulose both possess health benefits related to blood sugar control and gut microbiota regulation, with ongoing efficacy research in collaboration with Binzhou Medical University [2]. - Mannose: The company has small-scale production capabilities and is in the process of applying for domestic and overseas certifications. Mannose is gaining attention for its applications in medical research and health nutrition [2]. - Mannitol: The company has developed a cost advantage through new production processes and plans to gradually introduce it to the market [2]. - Reb M: The market acceptance of Reb M is increasing through continuous promotion, and the company has also developed sweet tea glycosides from regular steviol glycosides, with mature processing technology [2]. - Cosmetic Ingredients: The company leverages its synthetic biology technology to develop glycerol glycosides, ascorbic acid glucosides, and alpha arbutin, expanding its product applications in the daily chemical sector [2]. Strategic Goals - The gradual advancement of these products will help the company maintain its core competitiveness in erythritol while enhancing product diversity and improving overall business stability and risk resistance [2].

证券日报网讯三元生物11月25日发布公告，在公司回答调研者提问时表示，公司围绕功能糖的产业化应 用，始终坚持以客户需求为导向，积极推进新品市场开拓。在阿洛酮糖方面，泰莱等多家美国客户对阿 洛酮糖的需求较为旺盛，澳大利亚和东南亚市场的接受度也开始增加。国内目前拥有阿洛酮糖生产许可 证并具备实际产能的厂家较少，为公司抢占市场先机创造了有利条件。塔格糖方面，日本下游企业正在 加速布局，已有客户前来公司调研产能与质量体系，以确保其终端产品的原料供应稳定性。此外，有日 本知名企业计划开发含甘露糖的食品，正在研究以公司产品为基础推动甘露糖在日本的法规注册。上述 部分合作仍处于沟通与论证阶段，公司将继续在合规前提下稳步推进新品落地。 （文章来源：证券日报） ...

这份信任，换来了倾力回报。借助舟山粮食安全产业链供应链党建联建协调机制，定海创新实施项 目"分期验收"模式，使山梨糖醇产线验收时间较原计划提前了3个月，提前创造了5000万元产值。"一期 项目全面投产后，预计年产值将突破30亿元；而上马合成生物产线后，预计年产值将达到50亿元。"展 望未来，企业负责人充满信心。 行业巨头的选择，吸引产业链下游企业争相涌入。连日来，姚庆的一天常常被咨询电话和会见客商填 满，忙得不亦乐乎。 考虑到合成生物产业因工艺差异，对用地类型需求多样，定海工业园区已规划出1000余亩合成生物产业 招商用地，并装备配套齐全的污水处理设施，具备固（危）废处理能力。目前，舟山粮食产业园已和浙 江省生物工程学会等签订了战略合作协议，涵盖科技成果转化、产品研发、招商资源共享、项目培育孵 化等领域。更值得期待的是，产业园对面，一个合成生物产业园区已纳入规划，为产业链延伸预留充足 空间。（记者 周杭琪 通讯员 何臻臻 郑宁） 作为浙江唯一集大宗粮油中转物流、仓储、加工、交易等多种服务功能于一体的大型粮油产业基地，位 于定海工业园区的舟山粮食产业园进口粮食中转物流量占全国比重近20%，集聚起40余家粮油企业 ...

三元生物 20251124 摘要 美国对赤藓糖醇征收高额预交关税（462%）导致直接出口受阻，但因 美国市场刚性需求和三仁生物品牌效应，产品通过转口贸易维持部分销 量，1-9 月美国市场销量同比下降 25%。 针对美国反倾销，部分客户提起诉讼，若法院裁定特定复配产品不在反 倾销范围内，将有助于合法出口。美国政府停摆导致裁决推迟，预计未 来一年内有结果，同时，企业积极探索通过邻国转口贸易。 欧盟对三仁生物征收较高反倾销税，导致直接出口停滞。公司通过调整 产品配方，生产含 90%以下阿洛酮糖的赤藓糖醇复配产品以规避关税， 并逐步被客户接受，需求量增加。 国内赤藓糖醇价格维持在每公斤 1.2-1.3 美元的底部水平，行业库存普 遍不大，企业多以销定产。公司虽主动降价促销，但通过扩大销量和成 本控制，基本维持了运营效果，预计 2025 年业绩与 2024 年相当。 公司通过技术改进、节能改造和自动化控制等措施降低生产成本，有效 应对欧美反倾销影响，同时积极拓展东南亚、中东和南美等新兴市场。 Q&A 今年前三季度，三仁生物在经营情况上有哪些变化？美国对行业的反倾销调查 进展如何，对公司业绩产生了哪些影响？ 欧盟对公司的 ...

山东三元生物科技股份有限公司 投资者关系活动记录表 编号：2025-003 |  | 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（请文字说明其他活动内容） | | | | | 上海万纳私募基金管理有限公司杨君弈；中信建投证券股份有限 | | | | | 公司夏克扎提·努力木、杨骥、高畅；和谐健康保险股份有限公 | | | | | 司毛一鹏；平安理财有限责任公司芶思雨；招银国际资产管理有 | | | | | 限公司张慎平；华夏理财有限责任公司何煦；广东正圆私募基金 | | | | | 管理有限公司侯昭慧；中信建投经管委财富管理部客户裘峥、赖 | | | | | 昕；北京坤溪私募基金管理有限公司李任翾；长安汇通集团有限 | | | | | 责任公司李郑浩峰；博道基金管理有限公司陈磊；上海渊泓投资 | | | | | 管理有限公司顾屹泉；淳厚基金管理有限公司顾伟；深圳安瑞置 | | | | 参 ...

来源：新浪证券-红岸工作室 11月24日，百龙创园涨3.74%，成交额9154.56万元，换手率1.09%，总市值84.97亿元。 异动分析 资金分析 今日主力净流入-359.05万，占比0.04%，行业排名124/181，连续3日被主力资金减仓；所属行业主力净 流入-10.54亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-359.05万-1093.77万-2039.85万-2870.77万-870.32万 主力没有控盘，筹码分布非常分散，主力成交额3108.10万，占总成交额的9.71%。 2、2024年半年报，公司持有山东禹城农村商业银行股份有限公司 5.14%股份。 3、根据2024年年报，公司海外营收占比为60.62%，受益于人民币贬值。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 (免责声明：分析内容来源于互联网，不构成 ...

Core Insights - The fourth joint event of the Beijing-Tianjin-Hebei Free Trade Zone was held in Tianjin, focusing on enhancing collaborative development and innovation across the entire industrial chain [1][3] - Beijing serves as the core engine for the collaborative development of the region, achieving breakthroughs in various areas such as government services, open platform construction, and regional industrial cooperation [1][3] Group 1: Achievements and Innovations - Beijing's Free Trade Zone has introduced several institutional innovations, including standardized government services and cross-border tax-free display transactions for cultural and artistic products, which have been replicated nationwide [3][4] - The three regions have collectively published 64 collaborative innovation practice cases and signed multiple strategic cooperation agreements, enhancing their collaborative efforts [4][5] Group 2: Future Directions - The focus will be on deepening institutional collaboration, aligning with international high-standard trade rules, and expanding openness in sectors like telecommunications, healthcare, and digital economy [3][5] - The regions aim to strengthen industrial chain collaboration, particularly in advanced manufacturing and biomedicine, to optimize resource allocation and achieve shared development [5][10] Group 3: Specific Initiatives - The establishment of the Beijing-Tianjin-Hebei Digital Outbound Service Alliance aims to provide digital transformation and cross-border resource matching services for enterprises in the region [4][5] - The signing of the "Beijing-Tianjin-Hebei Free Trade Zone Full Industrial Chain Collaborative Innovation Action Plan" outlines collaborative innovation paths in key industries such as advanced manufacturing, digital economy, and modern logistics [10][11]

Core Viewpoint - The company, Shandong Bailong Chuangyuan Biotechnology Co., Ltd., is experiencing a decline in stock price while benefiting from its unique product offerings and strategic investments, particularly in the context of the depreciating RMB and its recognition as a "specialized, refined, distinctive, and innovative" enterprise. Group 1: Company Overview - The company specializes in the research, production, and sales of prebiotics, dietary fibers, and healthy sweeteners, with a revenue composition of 54.15% from dietary fibers, 28.00% from prebiotics, 13.57% from healthy sweeteners, and 3.91% from other products [8] - As of October 31, the company had 13,400 shareholders, an increase of 3.75% from the previous period, with an average of 31,274 circulating shares per shareholder, a decrease of 3.62% [8] - The company reported a revenue of 969 million yuan for the period from January to September 2025, representing an 18.10% year-on-year growth, and a net profit of 265 million yuan, up 44.93% year-on-year [8] Group 2: Market Position and Financials - The company holds a 5.14% stake in Shandong Yucheng Rural Commercial Bank, which may provide additional financial stability and growth opportunities [3] - The overseas revenue accounted for 60.62% of total revenue, benefiting from the depreciation of the RMB [4] - The company has distributed a total of 183 million yuan in dividends since its A-share listing, with 172 million yuan distributed over the past three years [9] Group 3: Investment Highlights - The company produces allulose, a rare monosaccharide that serves as a low-calorie sugar substitute, making it ideal for individuals with obesity and diabetes [2] - The company has been recognized as a "specialized, refined, distinctive, and innovative" enterprise, which enhances its competitiveness and stability within the industry [4] - The stock has seen a recent decline of 2.07%, with a trading volume of 96.14 million yuan and a market capitalization of 8.753 billion yuan [1]

Core Viewpoint - The company has legally obtained the production license for allulose and is currently supplying it steadily to domestic customers [2] Group 1 - The company has acquired the production license for allulose, indicating compliance with regulatory requirements [2] - The company is actively supplying allulose to domestic clients, suggesting a stable market presence [2]

Core Viewpoint - Sanwei Biological has legally obtained the production license for allulose and is currently supplying the product steadily to domestic customers [1] Company Summary - Sanwei Biological (301206.SZ) has successfully acquired the production license for allulose, indicating a significant step in its operational capabilities [1] - The company is now actively supplying allulose to domestic clients, which may enhance its market presence and revenue potential [1]