Core Insights - The Ministry of Industry and Information Technology of China has officially released the first batch of the "Biomanufacturing Pilot Capability Construction Platform List," with Jia Bi You Biotechnology (Wuhan) Co., Ltd. being recognized for its strong technological foundation and industrial application capabilities in biomanufacturing [1][2] - Biomanufacturing has been elevated to a national strategic level, identified as a key growth point in the "14th Five-Year Plan," and is expected to play a crucial role in supporting China's dual carbon goals and green transformation [2][6] - Jia Bi You is positioned as a "full-chain player" in the biomanufacturing sector, having successfully industrialized key nutritional ingredients and expanded its product line to include high-value items such as DHA and HMOs [3][6] Industry Context - The emphasis on biomanufacturing in the "14th Five-Year Plan" reflects the need for China to enhance its economic structure and address global industrial competition, particularly in high-value areas like green manufacturing and functional molecules [2][4] - The selection of "symbolic projects" by regulatory authorities aims to identify companies that can represent China's competitiveness in high-end nutritional raw materials and green manufacturing [2][4] Company Developments - Jia Bi You has been recognized for its innovative capabilities, having its product 2'-fucosyllactose (2'-FL) selected as a "symbolic product" in biomanufacturing, alongside its inclusion in the high-performance bioreactor innovation list [3][6] - The company is actively implementing an "AI + synthetic biology" strategy, enhancing its research and manufacturing processes through automation and advanced technologies [4][5] - Jia Bi You has established an intelligent research platform and is developing proprietary computational tools to optimize its biomanufacturing processes, significantly improving efficiency and product quality [5][6] Strategic Positioning - Jia Bi You is strategically aligned with national policies, having developed a platform-based approach that integrates AI and synthetic biology to enhance its production capabilities [7][8] - The company has proactively engaged in regional industrial planning, positioning itself to benefit from favorable policies and market opportunities in the biomanufacturing sector [7][8]

11月21日，16只科技主题产品集中获批，其中部分产品上报当日即获批。当前，多只科技主题基金正在 发行。近期国内外关于AI产业是否存在泡沫的讨论升温，AI产业链相关公司股价震荡，科技板块后续 走势备受关注。 16只科技主题基金同日获批 11月21日，16只科技主题基金集中获批，具体来看，包括华泰柏瑞基金、易方达基金、景顺长城基金等 7家基金公司旗下的科创创业人工智能ETF，这也是首批科创创业人工智能ETF。 中证指数官网显示，中证科创创业人工智能指数从科创板和创业板中选取50只业务涉及为人工智能提供 基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映上述板块中人工智能主题上市公司 证券的整体表现。 科技板块将迎来增量资金。 | 1 | | | | Carl Clark Cuzo-11-21 | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 中证一级行业分类 | 中证二级行业分类 | 权重(%) | | 300308 | 中际旭创 | 通信服务 | 通信设备及技 | 22.29 | | | | | 术服务 | | | 300502 | 新易盛 | 通信 ...

嘉必优所属申万行业为：基础化工-化学制品-食品及饲料添加剂。所属概念板块包括：宠物经济、合成 生物、化妆品、多胎概念、湖北自贸区等。 截至9月30日，嘉必优股东户数8362.00，较上期增加1.01%；人均流通股20127股，较上期减少1.00%。 2025年1月-9月，嘉必优实现营业收入4.28亿元，同比增长10.56%；归母净利润1.29亿元，同比增长 54.18%。 分红方面，嘉必优A股上市后累计派现2.43亿元。近三年，累计派现1.03亿元。 11月21日，嘉必优盘中下跌2.04%，截至10:09，报23.04元/股，成交2331.54万元，换手率0.60%，总市 值38.78亿元。 资金流向方面，主力资金净流入25.49万元，特大单买入0.00元，占比0.00%，卖出100.50万元，占比 4.31%；大单买入571.01万元，占比24.49%，卖出445.02万元，占比19.09%。 嘉必优今年以来股价涨22.36%，近5个交易日跌7.36%，近20日跌4.20%，近60日跌17.63%。 今年以来嘉必优已经1次登上龙虎榜，最近一次登上龙虎榜为3月14日，当日龙虎榜净买入1850.19万 元；买入 ...

Core Viewpoint - The article highlights the importance of supporting rural children's growth and education, showcasing the "Youyi New Bud" Sunshine Care Program by Jiabiou Biotechnology, which aims to provide safety and support for students in rural areas [1][2]. Group 1: Company Initiatives - Jiabiou Biotechnology has launched the "Youyi New Bud" Sunshine Care Program, collaborating with various partners to provide tailored safety uniforms and winter pants to 189 students at a primary school in Laifeng County [1][2]. - The program follows a mature public welfare model of "material donation + knowledge transfer," emphasizing both material support and educational empowerment for rural children [1][2]. Group 2: Community Impact - The donated "Siyuan Ark" safety uniforms are designed with reflective strips to enhance visibility in low-light conditions, increasing the distance at which drivers can see students to over 150 meters [2]. - The initiative reflects a collaborative effort among local organizations, including the Laifeng County Golden Sun Public Welfare Association, to innovate public welfare models and support rural education [2][3]. Group 3: Future Directions - Laifeng County plans to continue fostering public welfare cooperation platforms to channel quality resources into rural education and child care [3]. - Jiabiou Biotechnology aims to deepen its commitment to public welfare while maintaining its focus on its core biotechnology business, demonstrating corporate social responsibility [3].

Core Insights - The article highlights the significant transformation in the industrial sector driven by biotechnology, emphasizing its role in achieving sustainable growth and meeting carbon neutrality goals [1][2][3] - The Chinese government has officially included biomanufacturing in its national strategy, indicating a strong commitment to advancing this sector through unprecedented measures and a national framework [1][10] - The biomanufacturing industry is projected to capture one-third of the global manufacturing output by the end of the century, creating a market worth approximately $30 trillion [4] Industry Overview - Biomanufacturing is transitioning traditional industries from high-energy, high-emission chemical processes to low-energy, low-pollution biological processes, which is essential for sustainable development [2][12] - The industry is gaining momentum globally due to its economic advantages, mild reaction conditions, and renewable raw materials, leading to a new industrial revolution [3] Government Initiatives - The Ministry of Industry and Information Technology (MIIT) has initiated the selection of "biomanufacturing landmark products" and "biomanufacturing pilot platforms," reflecting the strategic intent to identify and cultivate leading industry examples [5][10] - The MIIT's focus on key areas such as biomanufacturing, integrated circuits, and advanced materials aims to achieve decisive breakthroughs in core technologies [13] Company Spotlight: Jia Bi You - Jia Bi You has emerged as a focal point in the industry, successfully developing 2'-fucosyllactose (2'-FL), a human milk oligosaccharide with significant immune-regulating properties, which has been recognized as a landmark product by the MIIT [7][10] - The company has also been included in the first batch of biomanufacturing pilot capacity construction platforms and high-performance bioreactor innovation tasks, showcasing its advanced technology and market potential [8][9] Technological Advancements - Jia Bi You integrates artificial intelligence with synthetic biology to create an intelligent research and development platform, enhancing its capabilities in enzyme design and microbial strain development [18][37] - The company has developed a comprehensive biomanufacturing platform that includes advanced fermentation systems and real-time monitoring technologies, significantly improving production efficiency and product quality [18][21] Market Position and Growth - Jia Bi You has established itself as a leader in the biomanufacturing sector, with a diverse product portfolio that includes ARA, DHA, and various high-value nutrients, positioning itself to capture significant market opportunities [27][36] - The company has successfully penetrated international markets, collaborating with major global players and obtaining necessary certifications for its products, thereby expanding its global footprint [41][42] Future Prospects - The biomanufacturing sector is expected to experience rapid growth, driven by government support and technological innovation, with Jia Bi You poised to play a pivotal role in this transformation [45][46] - The establishment of innovation centers and collaborative initiatives in regions like Hubei is expected to enhance the overall competitiveness of the biomanufacturing industry in China [29][34]

Core Viewpoint - On November 18, 2025, the company announced the election of Mr. Yi Huarong as the employee director of the fourth board of directors during the first employee representative meeting of 2025 [1] Group 1 - The company held its first employee representative meeting of 2025 on November 18 [1] - Mr. Yi Huarong was elected as the employee director by a vote from all attending employee representatives [1]

证券代码：688089 证券简称：嘉必优 公告编号：2025-082 嘉必优生物技术（武汉）股份有限公司 （二）离任对公司的影响 根据《中华人民共和国公司法》《公司章程》及相关规定，公司已及时选举 了职工董事，张春雨女士辞职后不会导致公司董事会成员低于法定最低人数，不 会影响董事会依法规范运作，也不会影响公司正常的经营发展，张春雨女士的辞 职报告自送达公司董事会之日起生效。 截至本公告披露之日，张春雨女士不直接持有公司股份，不存在应当履行而 未履行的承诺事项。 二、补选职工董事的情况 根据《公司法》《上海证券交易所科创板股票上市规则》等法律法规以及《公 司章程》的相关规定，公司于 2025 年 11 月 18 日召开了 2025 年第一次职工代表 关于董事辞职暨选举职工董事的公告 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、准确性和完整性依法承担法律责任。 一、董事辞职情况 （一）提前离任的基本情况 嘉必优生物技术（武汉）股份有限公司（以下简称"公司"）董事会于近日收 到公司非独立董事张春雨女士递交的书面辞职报告。张春雨女士提前离任的基本 情况如下： ...

（二） 股东大会召开的地点：武汉市东湖新技术开发区高科园三路 89 号公司会 议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 62 | | --- | --- | | 普通股股东人数 | 62 | | 2、出席会议的股东所持有的表决权数量 | 83,415,142 | | 普通股股东所持有表决权数量 | 83,415,142 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 50.1114 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 50.1114 | 证券代码：688089 证券简称：嘉必优 公告编号：2025-081 嘉必优生物技术（武汉）股份有限公司 2025年第二次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 11 月 18 ...

北京市恒源（武汉）律师事务所 法律意见书 北京市恒源（武汉）律师事务所 关于嘉必优生物技术（武汉）股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：嘉必优生物技术（武汉）股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、《中华人民共和 国公司法》（以下简称《公司法》）和中国证券监督管理委员会《上市公司股东 会规则》（以下简称《股东会规则》）等法律、行政法规、规范性文件及《嘉必 优生物技术（武汉）股份有限公司章程》（以下简称《公司章程》）的要求，北 京市恒源（武汉）律师事务所（以下简称本所）接受嘉必优生物技术（武汉）股 份有限公司（以下简称公司）的委托，指派律师出席公司2025年第二次临时股东 大会（以下简称本次股东大会）。 本所声明：本所律师仅对本次股东大会的召集程序、召开程序、出席会议人 员资格、召集人资格、表决程序、表决结果发表法律意见，并不对本次股东大会 所审议的议案、议案所涉及的数字及内容发表意见。本所律师同意将本法律意见 书随本次股东大会其他信息披露资料一并公告。 本法律意见书仅供见证公司本次股东大会相关事项的合法性之目的使用，不 得用作任何其他目的。 本所及经办律师依 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The application of Human Milk Oligosaccharides (HMOs) is expected to accelerate, driven by their recognized nutritional benefits and expanding regulatory approvals [3] - The infant formula market is experiencing increased concentration, with the top 10 companies' market share rising from 68% in 2017 to 83% in Q3 2025, indicating a shift towards premium product offerings that include HMOs [2] - The potential market space for HMOs in the Chinese infant formula sector is estimated to be between 5.86 billion to 11.72 billion yuan, based on projected production and pricing [2] Summary by Sections HMO Nutritional Benefits - HMOs are the third largest nutritional component in breast milk, consisting of various structures that contribute positively to infant health, including growth, gut health, immunity, and cognitive development [1] Market Dynamics - The implementation of stringent new standards for infant formula has led to significant market consolidation and a focus on nutritional enhancement, with major brands introducing HMO-enriched products [2] - The expected production of infant formula in China for 2024 is approximately 1.563 million tons, with a significant portion anticipated to be high-end products requiring HMO addition [2] Regulatory Developments - Recent approvals by health authorities to expand the use of HMOs in various food products indicate a growing recognition of their value, which could lead to exponential market growth if HMOs are utilized beyond infant formula [3] - Companies like Ganbaiyou and Qiu Tian Man Man are already responding to these regulatory changes by launching HMO-added products [3] Company Focus - Companies such as Langkun Technology, Baolingbao, and Jiabiyou are actively developing HMO production capabilities, with significant annual production capacities planned [10]