截至发稿，余懿累计任职时间3年111天，现任基金资产总规模82.29亿元，任职期间最佳基金回报 81.1%， 任职期间最差基金回报-4.02%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华商基金旗下1只基金位居华宝股份十大流通股东。华商品质价值混合A（019189）三季度 新进十大流通股东，持有股数116.24万股，占流通股的比例为0.19%。根据测算，今日浮盈赚取约23.25 万元。 华商品质价值混合A（019189）成立日期2024年4月2日，最新规模8.63亿。今年以来收益49.04%，同类 排名1281/8085；近一年收益47.36%，同类排名1217/8085；成立以来收益81.58%。 华商品质价值混合A（019189）基金经理为余懿。 12月31日，华宝股份涨1.09%，截至发稿，报18.51元/股，成交2150.65万元，换手率0.19%，总市值 114.00亿元。 资料显示，华宝香精股份有限公司位于上海市嘉定区叶城 ...

科技创新是华宝股份当前最具辨识度的核心驱动力。近年来，公司持续保持行业领先的研发投入强度， 2025年前三季度研发投入达到10,490.98万元，近三年平均研发投入占营业收入比例均超过9%，为技术 突破奠定坚实基础。围绕"精准提取、生物酶解、生物发酵、纳米乳化、缓释包埋、剂型转化、非肉源 热反应"等关键领先技术，华宝股份不断夯实核心工艺与前沿技术储备，截至2025年6月30日，公司拥有 专利316项，其中发明专利176项，实用新型专利134项，外观设计专利6项，累计实现销售的香精配方总 数上万个。 在消费升级与产业技术革新浪潮交织的时代背景下，中国香精及配料行业正在进入从"规模竞争"走 向"科技驱动"的关键转型期。"健康中国2030"战略以及 "十五五"规划对新质生产力的部署，都推动行业 重心从传统制造向创新能力、技术平台和可持续发展体系转移。 作为行业龙头，华宝股份正依托系统化科技创新布局，全面强化"天然技术+数智化"能力，企业发展逻 辑正在完成一场深层次的战略跃迁。 一、科技创新体系持续深化：从技术突破迈向平台化能力建设 结语：科技驱动与品牌升级双轨并进，华宝加速迈向"十五五"新阶段 在夯实研发及数智化转 ...

（编辑 王雪儿） 证券日报网讯 12月15日，华宝股份在互动平台回答投资者提问时表示，公司与旺旺品牌保持着长期、 稳定的良好合作关系，相关食品配料业务合作持续有序开展。公司始终重视与每一位客户的协作共赢， 致力于通过高品质的产品与服务巩固并深化合作伙伴关系。 ...

证券日报网讯12月11日，华宝股份（300741）在互动平台回答投资者提问时表示，公司当前主营业务为 香精、食品配料等领域的研发、生产及销售，公司将持续聚焦核心主业，稳健推进经营发展。对于非主 营业务的投资事项，公司将坚持审慎原则，如相关事项达到信息披露标准，公司将严格按照监管要求履 行信息披露义务。 ...

Core Insights - The article highlights the development of the Zhoushan Grain Industry Park, which focuses on deep processing of corn and aims to become a hub for synthetic biology and grain oil industry in the Yangtze River Delta region [1][2][3] Group 1: Company Developments - Zhoushan Huakang Biotechnology Co., Ltd. processes corn into various high-value products, significantly increasing their worth by dozens to hundreds of times [1] - The company has invested in a corn deep processing project with a total investment of 2.5 billion yuan, aiming for an annual production capacity of 2 million tons [1] - The first phase of the project is expected to generate an annual output value exceeding 3 billion yuan, while the synthetic biology production line is projected to reach 5 billion yuan [2] Group 2: Industry Growth and Strategy - The Zhoushan Grain Industry Park accounts for nearly 20% of the national import grain logistics volume and has a grain processing capacity of 4 million tons annually, with a processing output value close to 10 billion yuan [1] - The local government is focusing on building a circular economy in the grain oil industry and enhancing the synthetic biology sector, aiming to establish a "large project - industrial chain - industrial cluster" development model [2] - Over 1,000 acres of land have been planned for synthetic biology industry investment, equipped with necessary facilities for wastewater and solid waste treatment [3]

Group 1 - The China International Import Expo (CIIE) this year featured enterprises from 123 countries involved in the Belt and Road Initiative, marking a 23.1% increase year-on-year; 163 companies from the least developed countries participated, reflecting a 23.5% growth [2] - The expo showcased China's role as a major global market and a co-creator of opportunities, with companies like Louis Dreyfus presenting diverse products such as animal nutrition solutions and instant coffee, indicating a strategic shift towards downstream value chain expansion [4] - China's commitment to high-level opening-up is expected to inject new vitality into global economic development through more precise linkages, efficient cooperation, and comprehensive sharing [6]

Core Viewpoint - The company, Huabao Co., Ltd. (300741), is committed to closely monitoring changes in policies and market environments while actively advancing its strategic planning and business expansion [1] Business Strategy - The company focuses on strengthening its industrial chain and upgrading core capabilities, emphasizing the integration of industrial resources through mergers and acquisitions [1] - There is a strong potential for development in the fields of food ingredients and daily chemical fragrances, which the company aims to fully leverage [1] - The company will continue to optimize its operational strategy to enhance overall corporate value [1] Compliance and Disclosure - The company will strictly adhere to regulatory requirements regarding information disclosure, especially in matters related to mergers and acquisitions [1]

Core Insights - The global trade environment has not deterred foreign investment enthusiasm in Qingdao, as evidenced by significant investments from multinational corporations like AstraZeneca and Nestlé during the China International Import Expo [1][3][4] Group 1: Investment Activities - AstraZeneca announced an additional investment of approximately $136 million in Qingdao to expand its inhalation aerosol production capacity, aiming to better serve patients with respiratory diseases [4] - Nestlé has deepened its strategic presence in China, with the recent launch of a UHT milk and coffee production line in Qingdao, marking it as a key part of its operations in the region [8] - Weiss Chemie signed an investment intention to establish its first production base in Qingdao, focusing on high-end adhesives and sealants for the construction industry [10] Group 2: Strategic Importance of Qingdao - Qingdao is increasingly recognized as a strategic hub for multinational companies, with firms like Louis Dreyfus expanding their operations to include a new food technology center focused on oilseed processing and specialty feed protein [11] - The city has become a vital location for companies to localize their operations and better understand Chinese consumer demands, as highlighted by the 20-year anniversary of Tenaris in Qingdao [12] - Companies like Hexagon are leveraging their innovations developed in Qingdao to expand their global reach, showcasing the city's role in fostering technological advancements [14] Group 3: Business Environment and Support - The China International Import Expo serves as a significant platform for attracting foreign investment, with local government officials actively seeking to convert exhibitors into investors [19] - Qingdao's commitment to creating a favorable business environment is evident through ongoing reforms in market access and administrative efficiency, which are crucial for attracting multinational corporations [21][23]

证券代码：603020 证券简称：爱普股份 公告编号：2025-042 爱普香料集团股份有限公司 2025 年第三季度主要经营数据公告 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。 根据 《上海证券交易所上市公司自律监管指引第 3 号---行业信息披露 第 十四号---食品制造》的相关规定，现将爱普香料集团股份有限公司（以下简称： 公司）2025 年第三季度主要经营数据（未经审计）公告如下： 一、报告期经营情况 2025 年 10 月 30 日 二、报告期经销商变动情况 公司通过直销模式进行产品销售，无经销商。公司在全国重要省市设立销售 子公司，自有销售团队可以针对重要客户进行产品开发和业务渗透，在现有产品 的基础上通过导入产品组合、香精和食品配料的一体化服务，提升客户对公司产 品和服务的全方位认知，建立战略伙伴关系；同时，与地方性贸易批发商合作， 由其对接当地或周边地区的小规模客户，从而提升公司产品的辐射度和影响力， 扩大公司产品的市场占有率。 单位：万元 币种：人民币 产品类别 2025 年 1-9 月 2024 年 1 ...

证券代码：603020 证券简称：爱普股份 公告编号：2025-035 单位：万元 币种：人民币 | 产品类别 | 2025 年半年度 | 2024 年半年度 | 同比变动(%) | | --- | --- | --- | --- | | 香精 | 32,817.67 | 30,118.95 | 8.96 | | 香料 | 8,152.29 | 8,609.69 | -5.31 | | 食品配料 | 81,389.60 | 105,279.25 | -22.69 | | 小计 | 122,359.56 | 144,007.89 | -15.03 | 二、报告期经销商变动情况 公司通过直销模式进行产品销售，无经销商。公司在全国重要省市设立销售 子公司，自有销售团队可以针对重要客户进行产品开发和业务渗透，在现有产品 的基础上通过导入产品组合、香精和食品配料的一体化服务，提升客户对公司产 品和服务的全方位认知，建立战略伙伴关系；同时，与地方性贸易批发商合作， 由其对接当地或周边地区的小规模客户，从而提升公司产品的辐射度和影响力， 扩大公司产品的市场占有率。 以上经营数据仅供投资者及时了解公司生产经营概况之用，公司董 ...