Kingdomway(SZ:002626) 合成生物学与绿色生物制造·2026-01-16 04:14Core Viewpoint - The article discusses the shift in investment focus for the company from producing allulose and myo-inositol to developing high-end functional oils and nutritional health products due to declining investment value and increased competition in the allulose market [4][6][10]. Industry Trends - The biomanufacturing industry is experiencing a transformation, with a focus on enhancing key technological barriers and exploring differentiated products to overcome raw material cost challenges [2]. - The demand for high-end functional oils, particularly Omega-3 and ARA, is increasing in the Chinese market, driven by new standards for infant formula and a shift towards modern biomanufacturing techniques [8]. Company Actions - The company has announced a change in its fundraising projects, reallocating funds from the allulose and myo-inositol projects to new initiatives in oil and nutritional health products [4][6]. - The new projects include a 10,000-ton oil project and a smart factory for nutritional health products, with total planned investments of 25,708.54 million and 36,173.86 million respectively [5][9]. Financial Overview - The total planned investment for the new projects is 147,883.52 million, with 128,125.87 million expected to come from fundraising [5]. - The allulose and myo-inositol project had an original planned investment of 53,655.12 million, but was deemed less viable due to market conditions [6]. Project Details - The oil project aims to meet the growing demand for high-end functional oils and enhance China's market share in the international arena [7][8]. - The smart factory project will focus on creating a transparent and automated production system to improve product quality and traceability, enhancing competitiveness in the domestic market [9][10].