绿色化工和新材料 | 肆芃科技 业内人士认为，从战略上看，生物制造对中国的重要性，不亚于集成电路，将是中国继"新能源"之后的又一轮"弯道超车"之举，背后承接的产业规 模，不下于万亿。 由于中国"贫油、少气、相对富煤"的先天禀赋特征，新能源产业的快速崛起显著缓解我国对石油等传统能源的外部依赖，但在石化领域，类似汽车 产业长期被跨国巨头主导的格局依然存在——核心技术与知识产权壁垒高度集中，突破难度较大。在此背景下，生物制造凭借创新潜力，有望成为我 国在高端制造领域实现"弯道超车"的战略性新赛道。 根据全球经济合作与发展组织（OECD）的预测，到2030年全球至少20%的石化产品将被生物基产品替代，对应市场空间超过8,000亿美元。 " 生物基材料前景广阔 " ，陶飞认为，从发展潜力看，生物制造未来有望达到与化工产业相当的量级。他特别强调，生物制造并非孤立存在的产 业， 其核心价值更在于"融合" ——与现有产业体系的深度融合。最终产品需深度嵌入现有产业链，而非独立于产业生态之外。 I 上海交通大学特聘教授、肆芃科技创始人 许平教授 2022年，陶飞与肆芃科技的另一位创始人—— 美国三院Fellow、上海交通大学特聘 ...

证券代码：002626 证券简称：金达威 20260129 投资者关系活动记录表 编号：20260129 | | 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 （） 华夏基金 胡慧婷，平安基金 张健维，长城基金 覃晓露，睿 | | | 郡资产 谭一苇，国盛证券 李梓语、陈熠，国海证券 秦一方、 | | 参与单位名称或 | 黄诗汶，光大证券 李嘉祺，财通证券 马咏怡，嘉实基金 张 | | 人员姓名 | 浩嵩，鑫巢资本 刘力铜，国泰基金 施钰，广发证券 符蓉、 | | | 谌保罗，中银基金 雷泽成，安信基金 郑婉玲，财通资管 赵 | | | 雯，东北证券 吴兆峰，西南证券 李茂怡 | | 时间 | 年 月 月 日 2026 1 27 日-1 29 | | 地点 | 公司会议室或线上 | | 上市公司接待人 | 董事会秘书 李晓芳、证券事务代表 林洁、证券事务专员 张 | | 员姓名 | 燕婷 | | | 的市场前景怎样？公司对辅酶 的产能布 1、辅酶 Q10 ...

在海洋资源受限及环境污染等背景下，植物来源的α-亚麻酸作为重要的替代补充途径受到广泛关注，但 其在体内转化为具有生理活性的n-3长链多不饱和脂肪酸效率极低，制约了实际应用效果。 为此，团队围绕亚麻籽中具有抗氧化、改善胰岛素抵抗等作用的功能成分亚麻木酚素开展系统研究，发 现其作为有效的膳食调节因子，可提高肠道吸收效率，激活肝脏中的关键转化酶，与单独摄入富含α-亚 麻酸的亚麻籽油乳液相比，共摄入亚麻木酚素可使小鼠血清中EPA和DHA水平分别提升31.9%和 20.2%，肝脏中的EPA水平增加35.1%。同时，亚麻木酚素还能引导新合成的脂肪酸更好地通过血液循环 融入细胞膜和穿越组织屏障，从而更充分地发挥健康作用。 这项研究对丰富长链n-3多不饱和脂肪酸的摄入来源、提升植物源α-亚麻酸的营养价值具有重要理论意 义和产业应用价值，得到了国家特色油料产业技术体系、国家自然科学基金及湖北省创新群体等项目资 助。 （受访单位供图） 科技日报记者 吴纯新 通讯员 张珊 近日，中国农业科学院油料作物研究所（以下简称"油料所"）油料品质化学与加工利用创新团队首次系 统揭示了亚麻籽中的功能成分亚麻木酚素，通过多维机制显著提高α-亚麻 ...

Core Viewpoint - The article discusses the shift in investment focus for the company from producing allulose and myo-inositol to developing high-end functional oils and nutritional health products due to declining investment value and increased competition in the allulose market [4][6][10]. Industry Trends - The biomanufacturing industry is experiencing a transformation, with a focus on enhancing key technological barriers and exploring differentiated products to overcome raw material cost challenges [2]. - The demand for high-end functional oils, particularly Omega-3 and ARA, is increasing in the Chinese market, driven by new standards for infant formula and a shift towards modern biomanufacturing techniques [8]. Company Actions - The company has announced a change in its fundraising projects, reallocating funds from the allulose and myo-inositol projects to new initiatives in oil and nutritional health products [4][6]. - The new projects include a 10,000-ton oil project and a smart factory for nutritional health products, with total planned investments of 25,708.54 million and 36,173.86 million respectively [5][9]. Financial Overview - The total planned investment for the new projects is 147,883.52 million, with 128,125.87 million expected to come from fundraising [5]. - The allulose and myo-inositol project had an original planned investment of 53,655.12 million, but was deemed less viable due to market conditions [6]. Project Details - The oil project aims to meet the growing demand for high-end functional oils and enhance China's market share in the international arena [7][8]. - The smart factory project will focus on creating a transparent and automated production system to improve product quality and traceability, enhancing competitiveness in the domestic market [9][10].

Group 1 - Newman (02530.HK) announced the acquisition of 4 million shares of Lenovo Group (00992.HK) at a total cost of approximately 34.098 million RMB, with an average purchase price of about 8.524 RMB per share [1] - The company's board believes that Lenovo Group has a track record of regular dividend payments, which can generate stable and recurring income streams [1] - The acquisition is expected to provide potential capital appreciation from any future increase in Lenovo Group's stock price, thereby enhancing the overall investment return for Newman [1] Group 2 - Newman primarily engages in the marketing, sales, and distribution of health and wellness products in China [1] - The company's products are sold under its own brands "Nemans" and "Numans," categorized into four main types: DHA, probiotics, vitamins, and multivitamins [1] - As a pioneer in the Chinese maternal and infant DHA (algal oil) industry since 2007, Newman positions its products as high-end, premium, and safe health supplements, particularly suitable for pregnant women, postpartum women, infants, and children [1]

Core Viewpoint - The incident involving the recall of infant formula by Nestlé has significantly impacted its supplier, Jia Bi You Biotechnology, leading to regulatory scrutiny and a sharp decline in its stock price [1][2][3] Group 1: Company Response and Actions - Jia Bi You received a regulatory notice from the Shanghai Stock Exchange, urging the company to respond promptly and fulfill its information disclosure obligations [1] - The company is currently in contact with relevant testing agencies and regulatory bodies to conduct product testing, with results pending [1] - Nestlé has initiated a precautionary recall of infant formula products in multiple countries, including China, due to potential contamination with Bacillus cereus from the ARA oil supplied by Jia Bi You [1][2] Group 2: Market Reaction - Following the announcement of the recall, Jia Bi You's stock price fell over 12% at one point, closing down 11.91% at 21.15 yuan per share, resulting in a market capitalization decrease to 3.56 billion yuan [3] - As of January 12, the stock price remained stable at 20.45 yuan per share, with a market capitalization of 3.442 billion yuan [3] Group 3: Industry Impact - Several dairy companies, including Danone and Mengniu, have distanced themselves from the incident, confirming that they do not use ARA raw materials from the affected supplier [2] - Jia Bi You, established in 2004 and listed on the STAR Market in 2019, is a key supplier of ARA and DHA, essential nutrients in infant formula, and collaborates with major dairy companies [2]

Core Viewpoint - The increasing health awareness among consumers has led to a surge in the popularity of various nutritional dietary supplements, particularly omega-3 fatty acid products like deep-sea fish oil, Antarctic krill oil, and algal oil, despite their relatively high prices [8][9]. Group 1: Nutritional Benefits - DHA and EPA, both polyunsaturated fatty acids classified as omega-3, are the main selling points of these oils, providing energy and being integral to cell structure and signaling [8][9]. - Research indicates that n-3 polyunsaturated fatty acids can lower serum triglyceride levels by inhibiting liver synthesis and promoting metabolism [9]. - The Chinese Dietary Guidelines (2022) recommend consuming fish twice a week or 300-500 grams to ensure adequate intake of these beneficial fatty acids [10]. Group 2: Sources and Types of Oils - Deep-sea fish oil is derived from fatty cold-water fish and typically has high concentrations of EPA and DHA, making it a common supplement choice [10][11]. - Antarctic krill oil, while having lower concentrations of EPA and DHA, contains astaxanthin, a natural antioxidant that helps prevent oxidation of n-3 fatty acids [11]. - Algal oil is a plant-based source of DHA, suitable for consumers seeking vegetarian options, but generally has lower EPA content compared to fish oil [12]. Group 3: Target Consumer Groups - These oils are classified as dietary supplements rather than medications, and not everyone needs to supplement with them; healthy individuals without specific health issues may not require additional intake [13]. - Individuals with limited access to seafood, vegetarians, pregnant or breastfeeding women, and those with specific health conditions may benefit from supplementation [14]. - High-risk groups for cardiovascular diseases and those with elevated triglyceride levels should consider fish oil supplements, while individuals with seafood allergies or certain medical conditions should avoid them [14][15].

Investment Rating - The report indicates a strong investment opportunity in the infant and toddler nutrition market, highlighting it as a "blue ocean" market with significant growth potential [1][2]. Core Insights - The report emphasizes the increasing consumer demand for precise nutrition and innovative products in the infant and toddler nutrition sector, driven by heightened awareness of child health and nutrition among parents [4][5]. - The market for infant and toddler nutrition products in China is rapidly expanding, with a projected market size growth from 867 billion yuan in 2015 to 1,567.8 billion yuan in 2023, reflecting a compound annual growth rate (CAGR) of 7.69% [8]. - The report identifies three main driving forces for market growth: favorable policies, changing health mindsets, and generational shifts in consumer demographics [11][17]. Market Overview - The infant and toddler nutrition market is characterized by a large base of existing children, with the population of children aged 0-14 increasing by 30.92 million since 2010 [7]. - The market is expected to exceed 1,800 billion yuan by 2025, indicating a robust growth trajectory [8]. Consumer Trends - Parents are increasingly focused on preventive health measures for their children, shifting from reactive to proactive approaches in nutrition [14]. - The rise of "scientific parenting" among millennial parents is reshaping the supply side of the market, with a focus on ingredient transparency and efficacy [17]. Product Innovation - The report highlights a trend towards functional products that address specific health concerns, such as gut health and immunity, with probiotics becoming a preferred ingredient among parents [19][21]. - There is a notable shift towards "snackification" of nutrition, where functional snacks are designed to provide essential nutrients while being appealing to children [24][29]. Market Segmentation - The infant and toddler nutrition market is diversifying into three main categories: healthy snacks, functional foods, and nutritional supplements, each catering to different consumer needs [27][28]. - The report notes a blending of product categories, with traditional boundaries between snacks and nutritional supplements becoming increasingly blurred [29]. Competitive Landscape - The market is fragmented, with a low concentration of leading brands, providing opportunities for new entrants to establish themselves [39]. - The report identifies a lack of differentiation among existing products, with many brands competing on similar formulations and marketing strategies [36]. Future Opportunities - The report suggests that brands should focus on innovative product forms and delivery methods to enhance consumer experience and acceptance [41][71]. - There is a growing demand for products that not only meet basic nutritional needs but also address emotional and behavioral aspects of child development [121].

证券日报网讯12月19日，保龄宝（002286）在互动平台回答投资者提问时表示，公司近年来持续推出新 产品，包括无糖型低水活低聚糖、无糖型低水活膳食纤维，积极布局DHA、HMOs及乳果糖等高附加值 产品，与科研院所合作加快引入新产品。 ...

Core Insights - The 32nd China Yangling Agricultural High-tech Achievements Expo showcased innovative agricultural technologies and products, emphasizing the theme "New Quality Productivity, New Future for Agriculture" [1] Group 1: Event Overview - The expo highlighted advancements in agricultural productivity, featuring smart farming machinery, biological breeding, digital farms, and comprehensive solutions [1] - The event attracted global attention, with international buyers expressing interest in advanced agricultural machinery and biotechnology products [2] Group 2: Innovations and Achievements - A total of 50 new agricultural technologies, varieties, models, and products were launched, covering key areas such as biological breeding and smart agriculture [4] - Notable innovations included a bionic four-legged robot with a 4.5-hour endurance and a hydrogen-powered drone capable of operating in extreme temperatures [3] Group 3: Collaboration and Market Expansion - The expo facilitated significant partnerships, including the establishment of a national agricultural technology innovation and demonstration complex [6] - A total of 61 key projects were signed with a total investment of 162.3 billion, covering various sectors such as seed industry and smart agriculture [6]