由药融圈&Synbio深波联合发起，药融圈产业研究院精心编纂的 《2025中国合成生物制造产业发 展白皮书》 （以下简称《研究报告》），已于8月1日 在Synbio China 第三届中国合成生物学"科 学家+企业家+投资家"博览会正式发布！ 本白皮书介绍了生物制造的发展现状及趋势，分析了生物制造的产业链和重点应用方向， 并精选 出中国生物制造产业10大链主企业，整理了15家上市公司合成生物学布局方向以及20大热门品种 ，同时探讨了生物制造面临的挑战，最终提出了针对性的政策建议，供业内参考 。 领取方式： 关注本公众号，扫码添加下方微信获取 添加请备注：单位+职位+姓名 封面一览 Synthetic Biology 深波 1 251 息息与人脉精准链接平台 2025中国合成生物 制造产业发展白皮书 近年来，生物制造的热度居高不下，作为新兴的战略性领域，生物制造因其创新性和对传 统生产方式的颠覆性，被视为新的增长点，有助于推动产业结构优化和经济模式的转变。 China's synthetic biomanufacturing industry Development White Paper 目录 一、 凯赛生物 ...

Core Viewpoint - Biomanufacturing is identified as a key future industry in China's 14th Five-Year Plan, expected to create a market worth trillions in the next decade, driven by advancements in technology and policy support [2][5]. Group 1: Industry Overview - The biomanufacturing industry in China is nearing a total scale of 1 trillion yuan, with fermentation capacity accounting for over 70% of the global total [2][4]. - Shenzhen has become a hub for biomanufacturing, with 40% of newly established companies in this sector located there in the past three years, showcasing a significant industry clustering effect [4]. - The industry is supported by a comprehensive system of policy, funding, and technological advancements as outlined in the 14th Five-Year Plan [5]. Group 2: Key Enterprises - The article identifies 100 core enterprises in biomanufacturing, spanning the entire industry chain from upstream technology development to downstream commercial applications [7]. - Notable companies include: - Huada Technology, a leader in gene sequencing technology [17]. - Kaisa Biotech, which has achieved over 80% market share in the global long-chain dicarboxylic acid market [21]. - WuXi Biologics, representing China's capabilities in the global biopharmaceutical industry [27]. Group 3: Upstream Innovations - The upstream sector focuses on providing essential tools and technologies for research and production, with a shift towards domestic innovation and smart integration [16]. - Key trends include the localization of critical tools and the rise of AI-driven platform companies that enhance research efficiency [16][17]. - Over 75% of the 20 identified upstream enterprises are private, indicating a vibrant innovation landscape [16]. Group 4: Midstream Developments - The midstream sector is characterized by a dual structure of "upgraders" and "disruptors," with companies like Meihua Biotech and Chuaning Biotech leading in traditional fermentation while others like Kaisa Biotech innovate with new bioproducts [20][21]. - This segment contains the highest number of enterprises, with 40 out of the 100 identified companies, emphasizing the importance of production capacity and cost control [20]. Group 5: Downstream Applications - The downstream sector serves as a critical market for biomanufacturing, focusing on medical, consumer, and agricultural applications [25]. - Companies like Muyuan Foods exemplify the cost-saving potential of biomanufacturing in agriculture, while WuXi Biologics and Kelaiying represent the pharmaceutical sector's output capabilities [26][27]. - Future trends indicate a broadening of applications into new areas such as biobased textiles and environmental remediation [27].

Market Overview - The chemical products sector experienced a decline of 0.29% on January 13, with Qiaoyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Top Performers - Huaheng Biological (688639) saw a significant increase of 13.79%, closing at 41.34 with a trading volume of 419,600 shares and a transaction value of 1.721 billion [1] - Chenghe Technology (688625) rose by 12.29%, closing at 62.32 with a trading volume of 109,000 shares and a transaction value of 672 million [1] - Kaisa Biological (688065) increased by 12.14%, closing at 62.24 with a trading volume of 177,800 shares [1] Underperformers - Qiaoyuan Co. (301286) fell by 8.67%, closing at 47.41 with a trading volume of 53,000 shares and a transaction value of 258 million [2] - Hangqing Co. (002430) decreased by 6.99%, closing at 32.06 with a trading volume of 311,600 shares [2] - Taihe Technology (300801) dropped by 6.72%, closing at 30.39 with a trading volume of 173,200 shares [2] Capital Flow - The chemical products sector saw a net outflow of 642 million from institutional investors and 357 million from retail investors, while retail investors had a net inflow of 999 million [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Duoliangduo (002407) had a net inflow of 224 million from institutional investors, while it experienced a net outflow of 1.09 billion from retail investors [3] - Wanhu Chemical (600309) saw a net inflow of 189 million from institutional investors, with a net outflow of 76.596 million from retail investors [3] - Yahua Group (002497) had a net inflow of 154 million from institutional investors, while retail investors experienced a net outflow of 17.488 million [3]

Investment Rating - The industry investment rating is "Overweight" [3] Core Insights - The chemical industry is expected to continue its differentiated trend in 2026, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [6][7] - The arrival of a pivotal moment in synthetic biology is anticipated, driven by the adjustment of energy structures, which may disrupt fossil-based materials and favor low-energy products [7] - The implementation of quota policies for third-generation refrigerants is expected to lead to a high prosperity cycle, with demand remaining stable due to market expansion in Southeast Asia [8] - The electronic specialty gases market is characterized by high technical barriers and value, presenting significant opportunities for domestic substitution [10] - The trend of light hydrocarbon chemicals is becoming global, with a shift towards lighter raw materials in the olefin industry, which is expected to lead to a revaluation of leading companies in this sector [10] - The industrialization process of COC polymers is accelerating, with domestic companies likely to break through supply bottlenecks and expand market space [11] - Potash fertilizer prices are expected to rebound as the industry enters a destocking cycle, with supply pressures easing due to production cuts by major companies [12] - The MDI market is characterized by oligopoly, with a favorable supply structure expected to develop as demand gradually recovers [13] Industry Performance - The chemical sector's overall performance ranked 12th with a weekly change of 5.03%, outperforming the Shanghai Composite Index by 1.21 percentage points [5][22] - The top three performing sub-sectors were inorganic salts (10.92%), modified plastics (9.94%), and oil and gas refining engineering (8.67%) [25] Company Performance - The top three performing companies in the chemical sector for the week were Pulit (42.59%), Dawi Technology (35.34%), and Sanfu Co., Ltd. (32.29%) [29][30] - The companies with the largest declines included Hangzhou High-tech (-11.24%), Yahua Group (-6.59%), and Wind God Co., Ltd. (-5.48%) [31][32] Industry Dynamics - A recent anti-dumping investigation has been initiated against imports of dichlorodihydrosilane from Japan, which is expected to impact the domestic industry [38] - The restructuring of Sinopec and China Aviation Oil is a significant event in the state-owned enterprise reform landscape, aiming to enhance competitiveness in a complex international environment [38]

（文章来源：证券时报网） 今日各行业表现（截至下午13:57） 证券时报·数据宝统计，截至下午13:57，今日沪指涨0.03%，A股成交量1673.60亿股，成交金额30117.72 亿元，比上一个交易日增加1.56%。个股方面，2447只个股上涨，其中涨停85只，2872只个股下跌，其 中跌停37只。从申万行业来看，医药生物、石油石化、传媒等涨幅最大，涨幅分别为1.98%、1.93%、 1.80%；国防军工、电子、通信等跌幅最大，跌幅分别为4.93%、2.09%、1.65%。（数据宝） | 建筑材料 | | | | 四川金顶 | | | --- | --- | --- | --- | --- | --- | | 通信 | -1.65 | 1841.37 | 3.46 | 中光防雷 | -10.96 | | 电子 | -2.09 | 4070.81 | -10.31 | 信维通信 | -10.61 | | 国防军工 | -4.93 | 2243.32 | -8.67 | 航天环宇 | -13.00 | | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） ...

重要内容提示： 安徽华恒生物科技股份有限公司（以下简称"公司"）于近日收到公司副总经理刘忠诚先生提交的书面辞 职报告，刘忠诚先生因个人原因，申请辞去公司副总经理职务。辞职后，刘忠诚先生不再担任公司任何 职务。 证券代码：688639 证券简称：华恒生物 公告编号：2026-001 安徽华恒生物科技股份有限公司 关于公司高级管理人员离任的公告 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。 一、高级管理人员离任情况 2026年1月13日 截至本公告披露日，刘忠诚先生未直接持有公司股份，不存在应当履行而未履行的承诺事项，刘忠诚先 生将继续严格遵守《上海证券交易所科创板股票上市规则》等规定。 刘忠诚先生在担任公司副总经理期间，恪尽职守、勤勉努力，公司董事会对刘忠诚先生自任职以来对公 司做出的贡献致以诚挚的感谢！ 特此公告。 安徽华恒生物科技股份有限公司董事会 (一)提前离任的基本情况 ■ (二)离任对公司的影响 根据相关法律法规和《公司章程》的有关规定，刘忠诚先生的辞职报告自送达公司董事会之日起生效， 其辞职不会影响公司相关工作的正 ...

Core Viewpoint - Huaheng Biological announced the resignation of Vice President Liu Zhongcheng due to personal reasons, and he will no longer hold any position in the company following his resignation [1]. Company Summary - The company received a written resignation report from Vice President Liu Zhongcheng [1]. - Liu Zhongcheng's resignation is attributed to personal reasons [1]. - After resigning, Liu Zhongcheng will not hold any position within the company [1].

Group 1 - The company Huaheng Biological announced that Mr. Liu Zhongcheng has resigned from his position as Deputy General Manager due to personal reasons and will no longer hold any position within the company after his resignation [1] Group 2 - The article highlights the advancements in China's "plant factory" technology, which allows for an annual production capacity that is over 120 times that of traditional fields, with one person managing an entire building [1] - The production cycle for water rice has been reduced from 120 days to 60 days, eliminating pests and the need for pesticides [1]

证券代码：688639 证券简称：华恒生物 公告编号：2026-001 安徽华恒生物科技股份有限公司 关于公司高级管理人员离任的公告 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： 安徽华恒生物科技股份有限公司（以下简称"公司"）于近日收到公司副总 经理刘忠诚先生提交的书面辞职报告，刘忠诚先生因个人原因，申请辞去公司副 总经理职务。辞职后，刘忠诚先生不再担任公司任何职务。 一、高级管理人员离任情况 (二) 离任对公司的影响 根据相关法律法规和《公司章程》的有关规定，刘忠诚先生的辞职报告自送 达公司董事会之日起生效，其辞职不会影响公司相关工作的正常开展。刘忠诚先 生已按照公司离职管理制度做好交接工作。 截至本公告披露日，刘忠诚先生未直接持有公司股份，不存在应当履行而未 履行的承诺事项，刘忠诚先生将继续严格遵守《上海证券交易所科创板股票上市 规则》等规定。 刘忠诚先生在担任公司副总经理期间，恪尽职守、勤勉努力，公司董事会对 刘忠诚先生自任职以来对公司做出的贡献致以诚挚的感谢！ (一) 提前离任的基本情况 姓名 离任 ...

华恒生物公告称，近日收到副总经理刘忠诚书面辞职报告，其因个人原因申请辞去该职务，于2026年1 月12日提前离任，原定任期至2028年11月11日。辞职后，刘忠诚将不再担任公司任何职务。其辞职报告 自送达董事会起生效，不会影响公司正常运营，且已做好交接工作。截至公告披露日，刘忠诚未直接持 股，无未履行的承诺事项。 ...