CABIO(SH:688089) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-08-14 02:36Core Insights - Human Milk Oligosaccharides (HMOs) are the third largest solid component in breast milk, with 2'-fucosyllactose (2'-FL) being the most abundant and well-researched, promoting the development of the neonatal gut and immune system [1][2] - On July 31, the Ministry of Industry and Information Technology announced the first batch of landmark bio-manufacturing products, with 2'-FL successfully included, indicating national recognition of its bio-manufacturing capabilities [1] - The announcement included 36 landmark products across various fields, aimed at promoting original and disruptive technological breakthroughs in bio-manufacturing [1] Company Developments - Jia Bi You has been engaged in synthetic biology technology for HMO synthesis since 2012, utilizing CRISPR and other gene-editing strategies to enhance product stability and yield [2] - The company employs advanced techniques such as metabolic engineering and integrated engineering technology to accelerate the industrialization of HMOs [2] - Jia Bi You's 2'-FL production utilizes engineered E. coli strains, ensuring high biosafety and product purity while significantly improving production efficiency [2] Product Approval and Market Potential - Jia Bi You's HMOs products, including 2'-FL, have passed the agricultural bio-safety review and received approval as food nutrition enhancers from the National Health Commission [3] - The approved usage levels for 2'-FL and LNnT as food additives are 0.7-2.4g/L and 0.2-0.6g/L respectively, indicating substantial market capacity [3] - The company is advancing the engineering development of other HMOs such as 3-FL, 3'-SL, and 6'-SL, with fermentation yields reaching international and domestic advanced levels [3] Industrialization Progress - The pilot production capacity for 2'-FL has reached 200-300 tons, with plans for full production by 2025 [4] - The industrial application of HMOs is expected to drive advancements in biotechnology and related industries, enhancing the development of infant formula, adult nutrition products, and functional foods [4] - Jia Bi You aims to collaborate with internationally renowned dairy companies to expand into markets with established HMO regulatory approvals, including Europe and Australia [4] - The company's new research center and synthetic biology innovation center in Wuhan is set to open in 2025, integrating bioinformatics and artificial intelligence to foster a high-quality bio-manufacturing ecosystem [4]