Core Viewpoint - China Resources Double Crane (华润双鹤) is strategically investing in synthetic biology, establishing a biopharmaceutical industry fund with a target of 500 million RMB to enhance its investment capabilities in key areas like synthetic biology and health products [2][4]. Group 1: Investment and Strategic Direction - On August 12, China Resources Double Crane announced plans to establish a biopharmaceutical industry fund with a target fundraising scale of 500 million RMB, with the company and its wholly-owned subsidiary contributing up to 87 million RMB, accounting for no more than 17.4% of the total fund [2]. - The company has identified synthetic biology as one of its strategic development directions and has established a comprehensive "R&D + pilot test + industrialization" three-tier system, including a synthetic biology industrialization platform in Hohhot [2][4]. - The establishment of the fund aims to optimize the company's strategic layout in synthetic biology and other key areas, leveraging synergies with Hohhot's industrial development to enhance investment methods in synthetic biology [2]. Group 2: Financial Performance - In the first quarter of 2025, China Resources Double Crane achieved revenue of 3.079 billion RMB and a net profit attributable to shareholders of 507 million RMB [3]. Group 3: Historical Context and Acquisitions - In 2022, China Resources Double Crane invested 500 million RMB to acquire Shenzhou Biology, establishing it as a base for synthetic biology industrialization [4]. - In 2023, the company established the China Resources Double Crane Synthetic Biology Research Institute, focusing on talent acquisition and the simultaneous construction of a pilot test base [4]. Group 4: Technological Development - The small-scale testing platform has been largely completed, focusing on core capabilities such as molecular modification, high-throughput screening, strain validation, and enzyme engineering [6]. - The company is prioritizing the construction of pilot fermentation workshops to enhance its pilot conversion capabilities [6]. Group 5: Market Positioning - Shenzhou Biology is recognized as the world's second-largest supplier of coenzyme Q10, holding a stable global market share of 30% [7]. - The chairman of the company emphasized that the focus on synthetic biology is primarily around health products, aiming to enhance the competitiveness of existing core products through synthetic biology technology [7].

Core Viewpoint - China Resources Double Crane announced the establishment of a biopharmaceutical industry fund with a target fundraising scale of 500 million RMB, aiming to enhance its strategic layout in synthetic biology and promote innovation and commercialization of products and technologies [1][4]. Group 1: Fund Details - The fund, named China Resources Double Crane Biopharmaceutical Industry Fund (Hohhot), will have a total investment of 50 million RMB, with the company and its wholly-owned subsidiary contributing up to 87 million RMB, accounting for no more than 17.40% of the total fund [1][4]. - The fund's partners include various entities, with China Resources Double Crane Pharmaceutical Co., Ltd. contributing 83 million RMB, representing 16.60% of the total fund [3]. Group 2: Strategic Objectives - The establishment of the fund is part of the company's strategic direction towards synthetic biology, aiming to leverage synergies with Hohhot's industrial development and enhance investment methods in key areas [4]. - The fund is expected to facilitate innovation incubation, accelerate product and technology collaboration, and secure commercial rights for products [4].

8月12日晚，华润双鹤（600062）公告，拟投资设立华润双鹤生物医药产业基金，基金目标募集规模为5 亿元。华润双鹤及全资子公司双鹤生物拟以自有资金出资不超过8700万元，占基金总出资额的比例不超 过17.40%。 华润双鹤表示，合成生物的应用领域非常广泛，公司合成生物承担了国资委重点任务，将积极参与国家 标准制定，未来将是公司的重点发展方向之一。同时，围绕八个专科领域进行拓展，公司已储备一些高 质量内涵的特色专科领域(如眼科、儿科、精神/神经)，还将围绕消化科等领域加速寻源，通过双方的赋 能，确保未来实现更好的成长性。 此外，对创新孵化类企业或产品，华润双鹤将以商业化合作和产业化合作为基础进行战略性投资，选择 BD产品的重要标准是该产品在中国市场具备一定规模的发展潜力，能弥补华润双鹤产品管线的不足， 在推进BD的同时，可能与BD产品所属企业开展股权层面合作，未来通过产品管线不断商业化，并入公 司现有板块。 值得一提的是，早在2017年10月，华润双鹤与华润医药股权投资基金管理(汕头)有限公司等5家普通合 伙人、华润医药投资有限公司等8家有限合伙人共同设立华润医药产业投资基金合伙企业(有限合伙)， 该投资基金 ...

证券代码：600062 证券简称：华润双鹤 公告编号：临 2025-065 华润双鹤药业股份有限公司 关于设立华润双鹤产业基金暨关联交易的公告 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 整性承担法律责任。 重要内容提示： 交易简要内容：华润双鹤药业股份有限公司(以下简称"华润 双鹤"或"公司")拟投资设立华润双鹤生物医药产业基金(呼和浩特) 投资合伙企业(有限合伙)(暂定名，以工商核准名为准，以下简称"华 润双鹤产业基金"或"该基金")，基金目标募集规模为 5 亿元人民 币，公司及全资子公司双鹤(北京)生物技术有限公司(以下简称"双鹤 生物")拟以自有资金出资不超过 8,700 万元人民币，占基金总出资额 的比例不超过 17.40%。 本次交易构成关联交易，不构成重大资产重组。 2 本次交易金额超过 3,000 万元，未超过公司 2024 年度经审计 净资产的 5%，已经董事会审议批准，无需提交股东会审议。 过去 12 个月内，除日常关联交易及本次交易外，公司拟以自 有资金 4,000 万元人民币与华润医药投资有限公司等 11 家合伙人共 ...

华润双鹤(600062.SH)公告称，公司拟投资设立华润双鹤生物医药产业基金(呼和浩特)投资合伙企业(有 限合伙)，基金目标募集规模为5亿元人民币。公司及全资子公司双鹤(北京)生物技术有限公司拟以自有 资金出资不超过8,700万元人民币，占基金总出资额的比例不超过17.40%。该基金旨在优化公司在合成 生物等重点领域的战略布局，通过发挥与呼和浩特市产业发展的协同优势，丰富合成生物领域投资手 段。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

格隆汇8月12日丨华润双鹤(600062.SH)公布，公司拟投资设立华润双鹤生物医药产业基金(呼和浩特)投 资合伙企业(有限合伙)(暂定名，以工商核准名为准，简称"华润双鹤产业基金"或"该基金")，基金目标 募集规模为5亿元人民币，公司及全资子公司双鹤(北京)生物技术有限公司(简称"双鹤生物")拟以自有资 金出资不超过8,700万元人民币，占基金总出资额的比例不超过17.40%。 ...

格隆汇8月12日｜华润双鹤公告，华润双鹤药业股份有限公司拟投资设立华润双鹤生物医药产业基金(呼 和浩特)投资合伙企业(有限合伙)(暂定名，以工商核准名为准，以下简称"华润双鹤产业基金"或"该基 金")，基金目标募集规模为5亿元人民币，公司及全资子公司双鹤(北京)生物技术有限公司拟以自有资金 出资不超过8,700万元人民币，占基金总出资额的比例不超过17.40%。本次交易构成关联交易，不构成 重大资产重组。 ...

医药行业并购重组在今年一季度持续升温。 从政策层面来看，近年来，并购重组的利好政策频出。例如，随着新一轮国企改革深化提升行动持续推 进，支持国央企专业化、产业化重组整合的政策陆续推出。国务院国资委印发《关于优化中央企业资产 评估管理有关事项的通知》，旨在推动中央企业布局优化和结构调整。在近日召开的国新办新闻发布会 上提到，今年国资国企的重点工作方向之一是着力深化国资国企改革，其中提及稳步实施战略性重组和 专业化整合。 从资本市场方面来看，近年来，证监会持续推动并购重组市场化改革，有效激发市场活力。2月5日，证 监会上市司召开支持上市公司并购重组座谈会，就进一步优化并购重组监管机制、大力支持上市公司通 过并购重组提升投资价值征求意见。未来，上市公司并购重组的活力有望进一步被激发。 从行业层面来看，一方面，在经历了资本过热之后，生物医药企业的估值整体回调，逐步回归合理区 间；另一方面，部分创新药企资金链承压，并购重组可让这类企业实现资金输血，与此同时，部分拥有 较强资金实力的龙头企业试图通过并购重组扩充产品管线、提升技术实力，以实现业绩的稳定增长。 其二，民营龙头药企加速并购、进行创新业务布局。1月28日，国产医 ...

Core Insights - The Ministry of Industry and Information Technology of China has released the first batch of iconic products in biomanufacturing, with "1,4-butanediamine" developed by China Resources Double Crane Synthetic Biology Research Institute and industrialized by Shenzhou Biotechnology being included in the list [1][5]. Group 1: Product Overview - "1,4-butanediamine" is recognized as an important chemical raw material with extensive applications in high-performance plastics (such as nylon 46), pharmaceuticals, and agricultural chemicals [5]. - The product has historically faced technical and supply challenges, with traditional chemical synthesis methods relying on petroleum-based raw materials and causing environmental pollution [5]. Group 2: Technological Advancements - China Resources Double Crane Synthetic Biology Research Institute has developed a new metabolic pathway for "1,4-butanediamine," establishing an efficient cell factory that enhances fermentation, catalysis, and separation extraction processes [5][6]. - The product has successfully completed pilot testing at Shenzhou Biotechnology's platform, achieving an annual production capacity of hundreds of tons [5]. Group 3: Industrial Collaboration and Achievements - China Resources Double Crane has collaborated with China Resources Chemical Materials to successfully complete small-scale industrialization of high-temperature nylon 46 using bio-based "1,4-butanediamine" as a raw material [6]. - The performance indicators of the polymerized high-temperature nylon 46 have reached advanced levels compared to similar foreign products [6]. Group 4: Strategic Importance - The inclusion of this product in the biomanufacturing iconic product list highlights the significant achievements of China Resources Double Crane in overcoming high technical barriers [6]. - This breakthrough is crucial for addressing national technological challenges and provides strong support for achieving self-sufficiency in strategic materials like high-temperature nylon 46 in China [6].

财报显示，南方基金旗下南方中证500ETF为华润双鹤前十大股东，今年二季度减持。今年以来收益率12.02%，同类排名1168(总3135)。 8月7日，华润双鹤连续6个交易日下跌，区间累计跌幅-5.00%。华润双鹤药业股份有限公司拥有85年光辉历史,于1939年诞生,原为部队药厂诞生于太行山革命 根据地,对外称利华药厂;1949年随军迁京,后更名北京制药厂,发展为国有大型化学药综合制剂企业,奠定北京现代化学制药工业基础;1997年整合优质资产成立 双鹤药业,在上交所上市,通过外延扩张成为立足北京、辐射全国的跨地域集团;2010年进入世界500强企业华润集团旗下,2012年更名为华润双鹤,现为华润集团 大健康领域的化药业务平台。 简历显示，罗文杰女士:美国南加州大学数学金融硕士、美国加州大学计算机科学硕士,具有中国基金从业资格。曾任职于摩根士丹利投资银行,从事量化分析 工作。2008年9月加入南方基金,曾任南方基金数量化投资部基金经理助理;现任指数投资部总经理。2011年2月28日至2013年4月21日任深证成份交易型开放式 指数证券投资基金基金经理助理。2013年5月17日至2015年6月16日,任南方策略基 ...