After Last Night's Post, Many Leaders Inquired About [Yeast Protein] Details; Several Supplements:

English summary

2. Yeast protein commercialization is faster than we expected, with the core catalyst being the GLP-1 trend. After weight loss, protein supplementation is needed to prevent muscle atrophy, leading to a surge in global protein powder demand. Yeast protein is a cost-effective alternative to whey protein. 3. Angel Yeast has exclusive industry chain advantages and strong pricing power; supply-demand tightness will become the norm for years. Currently, only 15,000 tons of protein capacity, with plans to expand protein capacity to 100,000 tons within the 15th Five-Year Plan. New capacity expansion of 60,000+ tons has been announced, and technical upgrades are being accelerated. #We estimate at least RMB 2+ billion in additional revenue with considerable profit margins. 4. Our original Angel Yeast earnings forecast only considered rapid overseas share gains and sugar syrup costs falling significantly this year then recovering slightly to RMB 1,000. For 26-28, we forecast RMB 1.9+ billion, 2.2+ billion, and 2.5 billion. With yeast protein accelerating, there is ample room for upward earnings revisions. #Angel's first target market cap is RMB 50 billion! Welcome to discuss. Ouyang Yu, Huachuang Food & Beverage