嘉必優(688089.SH):以合成生物學技術開發的HMOs系列新產品在加速實現產業化
格隆匯2月7日丨嘉必優(688089.SH)在投資者互動平台表示,嘉必優是一家以合成生物學為底層技術,以細胞工廠為製備方式,開發和生產生物基營養化學品的公司。自成立以來,公司深耕營養與健康領域,逐步構建了符合國際標準的食品安全和供應鏈管理體系,成為全球嬰幼兒配方奶粉行業的核心配料供應商。公司根據 “向多元化應用領域拓展、向多樣化產品拓展、向國際市場拓展”的三拓展戰略,憑藉產品豐富的學理功能,主營業務由人類營養領域向動物營養、個人護理及美粧領域拓展,確立了“一主兩翼”的業務發展格局。與此同時,公司堅持國際化運營,隨着帝斯曼ARA相關專利在全球市場的陸續到期,國際市場開發的實質性障礙逐步消除,公司加大了國際市場的開拓力度,國際核心大客户開發方面已經取得了一定進展,ARA產品在雀巢、達能的份額逐步提升。藻油DHA產品基於其豐富的學理功能,在健康食品領域存在巨大潛力,受益於ESG政策,同時由於人們對海洋污染的擔憂,藻油替代魚油的趨勢日益顯現,為公司提供了新的發展機會。隨着新產能陸續釋放,為公司業務發展提供了堅實保障。在技術方面,公司持續加大研發投入,搭建了合成生物學技術平台和智能研發平台,以合成生物學技術開發的HMOs系列新產品也在加速實現產業化,為公司未來的發展夯實基礎。
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