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【私募调研记录】宽远资产调研新 和 成
Zheng Quan Zhi Xing· 2025-06-09 00:07
Group 1 - The core viewpoint of the news is that Xinhongcheng is actively expanding its business in various sectors, including bio-fermentation, new materials, and flavor and fragrance, with a focus on innovation and overseas expansion [1] - Xinhongcheng's bio-fermentation products include Vitamin C and Coenzyme Q10, indicating a strong product portfolio in the health sector [1] - The new materials segment shows significant growth potential, with strong synergy with the main business [1] - The flavor and fragrance business is projected to achieve revenue of 3.916 billion yuan in 2024, representing a year-on-year growth of 19.62% [1] - The company is preparing for trial production of its liquid methionine project and has received multiple approvals for its Tianjin nylon new materials project [1] - Xinhongcheng emphasizes innovation-driven strategies to enhance its competitiveness in the fine chemical industry [1] - The company plans to implement two cash dividends in 2025 and introduce a buyback plan to boost market confidence [1] Group 2 - Shanghai Kuanyuan Asset Management Co., Ltd. was established in May 2014 with a registered capital of 10 million yuan, focusing on asset management, industrial investment, and financial consulting [2] - The core research team of Kuanyuan Asset has over 10 years of successful investment experience in the secondary market, consistently ranking among the top in the industry [2] - Kuanyuan Asset adheres to a value investment philosophy, aiming to identify certain growth opportunities and share in the growth of listed companies [2]
华业香料(300886) - 300886华业香料投资者关系管理信息20250507
2025-05-07 09:36
3.公司未来在研发方面有何规划?是否会加大对新产品或新技 术的研发投入? 证券代码:300886 证券简称:华业香料 答:尊敬的投资者,您好!未来,公司将继续秉持以市场为导向 的原则,聚焦技术迭代、新品开发、质量提升三大核心任务,坚定不 移地推进技术攻关工作。包括持续优化研发管理体系,提升创新效 能;前瞻性推动产品技术迭代,稳固主导产品的技术优势;强化新产 品技术开发力度,培育丰富的"产品树";提升产品质量水平,进一 步增强产品竞争力;积极布局新兴赛道技术研发,大力推进生物发酵 产品技术研发等。感谢您的关注! 安徽华业香料股份有限公司 4.高管您好。请问贵公司本期财务报告中,盈利表现如何?谢谢。 答:尊敬的投资者,您好!2024年,公司实现营业收入34,518.05 万元,同比增长28.12%;实现归属于上市公司股东的净利润2,208.99 万元,同比增长659.83%。2025年一季度,公司实现营业收入9,779.32 万元,同比增长24.06%;实现归属于上市公司股东的净利润1,145.28 万元,同比增长94.50%。感谢您的关注! 投资者关系活动记录表 5.研发费用大幅增加,会为公司带来哪些具体的技术 ...