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莱茵生物(002166) - 莱茵生物调研活动信息
LaynLayn(SZ:002166)2023-02-03 16:58

Group 1: Industrial Hemp Business - The company’s industrial hemp factory operates legally and complies with regulations, focusing on self-processing rather than contract processing [2] - In 2023, the company aims to expand its customer base and enhance collaboration with downstream clients [3] - The company has no qualification issues regarding its industrial hemp operations [2] Group 2: Profit Margins and Product Focus - The profit margin for stevia extract has been relatively better compared to monk fruit, which has room for improvement [3] - The company is enhancing its procurement strategy for monk fruit to stabilize prices and ensure supply [3] - The company anticipates an increase in monk fruit planting area due to rising demand in the plant extract market [3] Group 3: Customer Orders and Market Trends - The company expects a clear order situation for 2023, with optimistic revenue growth projections [4] - The typical payment terms for overseas customers are 30-60 days, adjustable based on credit ratings [4] - The demand for natural sweeteners is increasing, driven by consumer preferences for taste and flavor [5] Group 4: Financial and Operational Insights - The revenue contribution ratio for plant extract products is approximately 7:1.5:1.5 for natural sweeteners, tea extracts, and other extracts, respectively [5] - The company’s synthetic biology layout focuses on natural sweeteners, with plans to optimize production processes [4] - Depreciation for the industrial hemp project will continue annually at a fixed rate, manageable within the overall cost structure [5]