证券代码：300138 证券简称：晨光生物 晨光生物科技集团股份有限公司 投资者关系活动记录表 编号：2025-005 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 □一对一沟通 | | | √其他 （电话会议） 天风证券吴立/陈潇/林毓鑫、中金公司宗旭豪、信达证券赵雷、 | | | 财通证券吴文德、中信证券罗寅、方正证券谌保罗、申万宏源 | | | 王子昂、长江证券陈硕旸、西南证券杜雨聪、国泰海通蔡子慕、 | | 参与单位名称及 | 博时基金谢泽林、天弘基金田继龙、广发基金顾益辉、华泰资 | | 人员姓名 | 管陈少楠、泓德基金郑名洋、PleiadInvestmentAdvisors | | | LimitedSimonSun、Sequoia Capital 闫慧辰、源乘私募曾尚、 | | | 彬元资本周振兴等 67 名投资者。 | | 时间 | 2025 年 07 月 10 日 | | 地点 | 河北省邯郸市曲周县城晨光路 1 号会议室 | | | 其他各电话会议方 ...

Core Insights - The overall price index of Linyi Mall decreased slightly this week, indicating a minor decline in market prices across various categories [1] Price Index Summary - **Grain and Food Category**: The price index for grain and food increased to 95.11 points, up by 0.04 points, driven by rising prices in oil and food products, while other subcategories remained stable or saw minor declines [1] - **Board Category**: The price index for boards fell to 97.20 points, down by 0.27 points, due to weak demand and a slight decrease in raw material prices, leading to lower average sales prices [2] - **Home Appliances and Audio-Visual Equipment**: The index for this category decreased to 103.11 points, down by 0.15 points, primarily due to price drops in cooling and kitchen appliances, despite some seasonal sales boosts [3] - **Steel Category**: The steel price index dropped to 98.35 points, down by 0.11 points, as construction activity slowed due to adverse weather, leading to reduced demand and lower prices [4] - **Clothing and Accessories**: The index for clothing and accessories fell to 104.83 points, down by 0.07 points, influenced by price reductions in footwear and overall weak consumer demand [5] - **Furniture Category**: The furniture price index decreased to 89.03 points, down by 0.06 points, reflecting weakened market demand due to the sluggish real estate sector [6]

二氧化硫是食品加工中常用的漂白剂和防腐剂，遇水以后形成亚硫酸。二氧化硫被氧化时可使食品的着色物质还原褪色，亚硫酸对食品的褐变有抑制作用， 对细菌、真菌、酵母菌也有抑制作用，因此既是漂白剂又是防腐剂。《食品安全国家标准 食品添加剂使用标准》（GB 2760-2014）中规定，蔬菜干制品中 的最大残留限量为0.2g/kg。超标原因可能是个别生产者为提高产品色泽或者保鲜违规使用。二氧化硫进入人体内后最终转化为硫酸盐并随尿液排出体外， 因此少量摄入二氧化硫不会对身体带来健康危害，但若过量食用会引起如恶心、呕吐等胃肠道反应。 珠海市市场监督管理局2025年食品监督抽检（生产、经营和餐饮环节）信息通告（第3期） 根据广东省和珠海市2025年度食品安全监督抽检计划，结合"你点我检"工作，市市场监管局在全市范围内开展生产、经营及餐饮环节食品监督抽检，共抽检 食用农产品、餐饮食品、调味品、饮料、蔬菜制品、食用油/油脂及其制品、粮食加工品、乳制品、速冻食品、糖果制品、豆制品、罐头、酒类、肉制品、 食糖、饼干、蛋制品、糕点、薯类和膨化食品、水果制品等27类样品，共535批次，合格样品518批次，不合格样品17批次，不合格发现率3. ...

乐陵农商银行围绕乡村振兴和黄河流域高质量发展两条主线，通过创新业务产品，支持调味品、食品加 工等行业发展提质增效。目前共投放普惠型小微企业贷款17.97亿元，较年初增长4.21亿元。 "小微企业信用贷"激活企业发展动能 "为提升生产效率，我们企业工程师自行发明了两项专利，没想到这两项专利权不止能提高生产力，还 能用来办理质押贷款，咱农商行的服务是越来越高大上了。"乐陵市腾达辣椒制品有限公司负责人卞建 锋说。该公司利用两项专利在乐陵农商银行办理"知识产权质押贷"341万元，用于购进辣椒等调味品原 材料。 "知识产权质押贷"是乐陵农商银行在省联社的指导下，缓解小微企业融资难、支持实体经济发展、优化 营商环境的积极探索。企业办理该项业务既可享受利率优惠政策，同时也能享受相关财政补贴，可为企 业融资节约大量的生产成本。 将纳税信用转化可用资本 "前段时间农商银行秦经理给我打电话，说是可以根据我们的纳税额度办理优惠贷款，正赶上收购调料 需要资金，便试着申请了300万元贷款，没想到不到一周贷款就下来了。"乐陵市昌盛食品有限公司负责 人张国昌说。 昌盛食品位于乐陵市杨安镇调料市场，是一家以辣椒、葱、蒜等调味农产品加工销售为 ...

Group 1 - Shandong has 18,000 specialized and innovative small and medium-sized enterprises (SMEs), including 1,163 "little giant" enterprises and 3,028 provincial gazelle enterprises, indicating a robust ecosystem for SMEs in the region [1][3] - The Linyi Steel Hydrogen Energy Industrial Base project, completed in June after two years of development, utilizes by-products from a coal carbonization project to produce hydrogen, showcasing innovative resource utilization [2][3] - Dongde Industrial Co., a national-level "little giant" enterprise, has developed key technologies in hydrogen production, with an annual R&D investment exceeding 20 million yuan, and has filed over 1,000 patents since its establishment [3][4] Group 2 - Shandong promotes innovation among SMEs by providing access to advanced research equipment and facilitating collaboration with research institutions, resulting in over 15,000 pieces of equipment available for use [4][5] - The province has recognized 171 provincial-level characteristic industrial clusters and 23 national-level clusters, enhancing the collective strength of SMEs and encouraging cooperative development [5][6] - In the Yang'an Town seasoning industry cluster, over 280 enterprises account for more than 40% of the national market share in compound spices, demonstrating the effectiveness of supply chain finance in supporting SME growth [5][6]

精准布局展区 五大优品矩阵齐发 活动现场规划2000平方米展区，五大区域精准覆盖当前国内消费热点，休闲食品展区汇集"上好佳"膨化薯片、"道地参业"西洋参健康食品 等。酒水展区呈现德州燕陵蜜酒、"爱丁堡"出口级精酿啤酒等特色佳酿。生鲜农产品展区精选如"三利莫丽斯"酱菜等代表产品。服装玩具 展区重点展示"金猴集团"鞋业，"烟台哈福玩具"等匠心之作。调味酿造展区呈现"金胜"高品质花生油，"潍坊匠造食品"香辛料、浓汤宝、 辣根，"曲阜孔府食品"等地道齐鲁风味。 6月15日，第九届中华老字号(山东)博览会外贸优品中华行活动在山东国际会展中心3号馆圆满收官。活动创新采用"展中展"模式，依托博 览会平台优势，汇聚来自全省十六地市的80余家优质外贸企业，集中展示涵盖休闲食品、调味酿造、生鲜农产品、酒水、服装玩具五大热 门消费领域的"外贸优品"，助力外贸优企深耕国内市场，打造外贸消费新标杆。3天活动近8万人次观众到场参观，现场销售额达到104万 元，采购合作意向突破730万元。 精准邀约对接 订单落地生金 活动创造性地促成"老字号"与"外贸优品"两大优势群体首次同台共展、深度交流。老字号企业凭借深厚的品牌文化、广泛的消费者认知 ...

Core Viewpoint - The company reported a mixed performance for Q1 2025, with revenue slightly declining but significant growth in net profit, indicating a potential turning point in profitability driven by improved margins and successful product sales in the plant extraction segment [1][3]. Revenue and Profitability - In Q1 2025, the company achieved revenue of 1.716 billion yuan, a year-on-year decrease of 0.92%, while net profit attributable to shareholders reached 109 million yuan, a year-on-year increase of 183.69% [1]. - The adjusted net profit was 96 million yuan, reflecting a year-on-year increase of 97.83% [1]. Business Segment Performance - The plant extraction business saw multiple products achieving historical sales highs, contributing 867 million yuan in revenue, a year-on-year increase of 13.78%, with a gross profit margin improvement of 2.15 percentage points [1][3]. - The cottonseed business rebounded, generating 760 million yuan in revenue, although this represented a year-on-year decline of 9.49%, but with a significant improvement in gross profit [1][2]. Specific Product Insights - Chili red sales increased by approximately 7% due to a rise in volume despite price adjustments [2]. - Chili extract revenue grew by about 24%, driven by a more than doubling of sales volume [2]. - Lutein sales increased by 50% in the food-grade segment, despite overall market oversupply [2]. - Stevia glycosides saw a revenue increase of approximately 55%, surpassing 80 million yuan, supported by innovative cost advantages [2]. Margin and Cost Management - The company's gross margin improved to 14.16%, and net margin reached 6.38%, with respective year-on-year increases of 5.95 and 4.15 percentage points [3]. - The company maintained strict cost management, with sales, management, financial, and R&D expense ratios showing mixed trends, indicating a focus on efficiency [3]. Future Outlook - The company is expected to continue benefiting from its cost advantages in the plant extraction business and the recovery in the cottonseed market, projecting net profits of 365 million, 457 million, and 564 million yuan for 2025-2027, with respective year-on-year growth rates of 288.51%, 25.18%, and 23.21% [3].

证券代码：603696 证券简称：安记食品 公告编号：2025-23 安记食品股份有限公司 2025 年第一季度报告与行业相关的定期经营数据公告 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个别及连带责任。 根据上海证券交易所《<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》 的相关要求，安记食品股份有限公司（以下简称"公司"）现将 公司 2025 年第一季度报告与行业相关的定期经营数据披露如下： 一、报告期主营业务相关经营情况 1、 产品类别 | 产品分类 | 2025 年一季度 | 2024 年一季度 | 同比变动 | | --- | --- | --- | --- | | 复合调味粉 | 3,550.79 | 4,140.36 | -14.24 | | 香辛料 | 494.84 | 557.97 | -11.31 | | 风味清汤 | 20.57 | 40.68 | -49.43 | | 酱类调味品 | 389.39 | 458.75 | -15.12 | | 天然提取物调味料 | 123. ...

Core Insights - The company reported a slight increase in revenue of 1.06% year-on-year, reaching 277 million yuan in Q1 2025, but experienced a decline in net profit attributable to shareholders by 4.81%, indicating a phase of "increased revenue without increased profit" [1] Financial Performance - Operating costs decreased by 1.50% to 150 million yuan, attributed to adjustments in raw material procurement strategies and improved production efficiency [2] - Gross margin improved by 1.41 percentage points to 45.91%, supported by strategic procurement alliances and optimized inventory management [2] - Sales expenses rose by 11.96% to 51 million yuan, with the expense ratio increasing to 18.59%, primarily for offline channel expansion and brand promotion [2] - R&D expenses saw a significant increase of 27.64% to 10 million yuan, while financial expenses dropped by 53.29% due to reduced interest income, further impacting net profit margins [2] Strategic Developments - The company made a significant move in its business transformation with the launch of its first ready-to-eat health product, "Zhongjing Yuanqi Ginseng," which targets the convenient health food market [3] - The product is positioned within the concept of food and medicine integration, but faces challenges due to intense competition in the health food sector and the time required for consumer brand recognition [3] - The Nanyang Zhongjing Food Industrial Park's first phase, including the seasoning sauce workshop, has entered trial production, leveraging regional raw material advantages to reduce costs [3] Conclusion - The Q1 2025 performance reflects typical challenges faced by traditional food companies during consumption upgrade cycles, balancing short-term cost pressures and strategic transformation for long-term growth [4] - While improvements in gross margin and cash flow indicate effective internal management, the decline in net profit highlights mismatches between expense control and revenue growth [4] - The company's attempts in the health sector and industrial park development demonstrate strategic foresight, but the long nurturing period for new businesses and capacity digestion pressures remain significant challenges [4]

2024 年度与行业相关的定期经营数据公告 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个别及连带责任。 证券代码：603696 证券简称：安记食品 公告编号：2025-014 安记食品股份有限公司 | 产品分类 | 2024 | 年度 | 2023 年度 | 同比变动 | | --- | --- | --- | --- | --- | | 国内线下销售 | 18,132.46 | | 20,329.29 | -10.81 | | 国内线上销售 | 2,853.03 | | 3,068.07 | -7.01 | | 国外渠道 | 1,805.23 | | 2,024.49 | -10.83 | | 小计 | 22,790.72 | | 25,421.85 | -10.35 | 3、 地区分布 | 产品分类 | 2024 年度 | 2023 年度 | 同比变动 | | --- | --- | --- | --- | | 华东 | 10,678.45 | 11,126.78 | -4.03 | | 中南 | 9,597.07 | 10,9 ...