新华社乌鲁木齐10月7日电 题：棉田里的"丰"景——从新季棉花采收看产业发展新图景 为了精准施药、高效作业，无人机飞防已成为标配。"有的飞手一年能挣20多万元。"新疆沙湾市一 家农用无人机公司负责人告诉记者，近年来，他们的无人机销售与飞手培训等业务迅速发展壮大，2024 年公司销售无人机240台，单一设备营业额突破1700万元。 不仅产量提升，近年来我国棉花生产布局持续优化，新疆棉区种植面积稳步扩大，机械化、智能化 水平显著提升。 随着棉花产量逐年增长，机械化采收已成为保障效率与效益的重要环节。"几年前，采棉还是个让 人头疼的活儿。全靠一双手，一人一天最多摘几十公斤，请人的话又得增加不少成本。"对比今昔，罗 钧很是感慨。如今，一台采棉机一天能收几百亩。 据新疆农业部门数据，今年新疆将投入7500余台采棉机，其中跨区作业机械超3100台，预计棉花耕 种收机械化率将保持在97%以上，机采率继续保持在90%以上。 产业高效发展，让罗钧这样的种植户信心更足。最近几年，他与合伙人陆续购置了5台搭载自动导 航的大型采棉机。"机械采收让我们抢农时心里更有底了。"他说。 其实，棉花产业的智能化发展并不止于采收。在棉花种植管理 ...

Core Insights - The Chinese biological manufacturing industry is experiencing robust growth, with a total scale nearing 1 trillion yuan and fermentation capacity accounting for over 70% of the global market [1][2] - Microbial protein represents a disruptive innovation in the food supply system, offering a more efficient and environmentally friendly alternative to traditional agriculture and livestock farming [3][4] Industry Overview - The biological manufacturing sector is characterized by the use of industrial biotechnology, leveraging microorganisms, cells, and enzymes for product production [2] - The industry is currently in a "blue ocean" phase, with less than 1% of microbial species on Earth having been discovered, indicating significant potential for resource exploration and development [2] Technological Advancements - New strains of fungi developed through large-scale industrial fermentation can yield protein content exceeding 50%, comparable to animal-derived meat in terms of nutrition and taste [1] - Synthetic biology techniques are significantly reducing the costs of pharmaceuticals, such as the production of bear bile acid substitutes, which are now much more affordable and environmentally sustainable [4][5] Environmental Impact - Microbial protein production can replace the protein generated from traditional sources like soybeans and livestock, leading to a reduction of over 90% in land, water usage, and carbon emissions [3] - The production facility for fungal protein can replace the protein output of 10,000 cattle or 24 million chickens, showcasing its environmental advantages [3] Policy and Investment - The growth of the biological manufacturing industry is supported by targeted industrial policies and patient capital, which are crucial for scaling production and fostering innovation [5][6] - The Ministry of Industry and Information Technology (MIIT) is actively promoting the application of artificial intelligence in biological manufacturing and facilitating the transition from research to industrial application [7] Collaboration and Innovation - Successful innovation in the biological manufacturing sector requires collaboration between academia and industry, with a focus on integrating research outcomes into practical applications [6][7] - The establishment of innovation centers aims to bridge the gap between basic research and industrial implementation, facilitating the transfer of scientific achievements into market-ready products [7]

格隆汇9月30日丨据港交所9月30日披露，安徽华恒生物科技股份有限公司(以下简称"公司"或"华恒生物")向港交 所递交上市申请，独家保荐人为华泰国际。 作为全球合成生物技术的先行者，公司专注于依托生物制造技术，开展生物基产品的研发、规模化生产和商业 化。公司拥有前沿的研发实力、强大的技术创新能力、成熟的量产能力，致力于将实验室技术成果转化为绿 色、低碳及高性能的生物基产品及解决方案，满足新涌现的应用场景。凭藉二十年来在生物制造领域的深耕， 公司在研发、技术和市场上建立了行业领先地位。根据弗若斯特沙利文的资料：(i)公司是全球通过合成生物技 术实现商业化应用产品最全面生物基产品的企业之一；(ii)公司是全球首家实现系列氨基酸(包括L-丙氨酸及L- 缬氨酸)厌氧发酵法产业化的企业；及(iii)以2024年收入为衡量标准，公司L-丙氨酸及L-缬氨酸的市场份额分别 位居全球第一。 截至2025年6月30日，公司已与包括亚洲、欧洲及美洲主要市场85个国家的超过768个客户建立稳定的长期合作 关系。截至2025年6月30日，公司的生物基产品主要包括(i)氨基酸系列产品(主要为丙氨酸系列、L-缬氨酸、色 氨酸、精氨酸)；( ...

Core Viewpoint - The article highlights the successful B+ round financing of the innovative company "未名拾光" (Unnamed Light), which focuses on bioactive raw materials, emphasizing its growth trajectory and the strategic use of AI in its operations [2][4]. Financing Overview - "未名拾光" has completed multiple financing rounds since its establishment in 2021, with the latest B+ round raising several million RMB, following significant investments from major players like 欧莱雅 (L'Oréal) and 纳爱斯集团 (Nais Group) [2][3]. - The company has raised funds in six rounds, with notable amounts including approximately 500 million RMB in the Pre-A round and nearly 1 billion RMB in the A round [3]. Technology and Innovation - The company has developed an "AI + synthetic bio" platform for material innovation, focusing on applications from daily care to medical uses, enhancing product design and production efficiency [4][5]. - The AI engine leverages tools like AlphaFold to improve R&D efficiency, achieving a fivefold increase in development speed for innovative raw materials [5]. Production Capabilities - "未名拾光" employs a dual-cell factory model, utilizing both microbial and plant cell factories to produce various protein products, including peptides and collagen [6]. - The company has successfully induced callus tissue from over 80 rare plant species, with three extracts already registered as new cosmetic raw materials, showcasing industry-leading technology transfer efficiency [6]. Business Model - The company operates under a "self-research + CRDMO" model, focusing on both independent innovation and collaboration with downstream brands for new raw material development [8]. - The approach includes reverse development based on customer needs, particularly in the extraction of rare plant materials, and the creation of specialized collagen types for targeted applications [8]. Future Outlook - The completion of the B+ round financing marks a significant milestone for "未名拾光," indicating a new phase of technological, market, and production capacity development, which is expected to invigorate the industry [8].

智通财经APP获悉，据港交所9月30日披露，安徽华恒生物科技股份有限公司(简称：华恒生物,688639.SH) 向港交所主板提交上市申请书，华泰国际为独家保荐人。 | [编纂]數目 | 扁纂]的[编纂]數目 : [编纂]股H股(視乎[编纂]行使與否而定) ： | [编纂]股H股(可予[编纂]) | | --- | --- | --- | | [编纂]數目 : | | [編纂]股H股(可予[編纂]及視乎[編纂]行使與 | | | | 否而定) | | 最高[编纂] : | | 每股[編纂][編纂]港元,另加1%經紀佣金、 | | | | 0.0027%證監會交易徵費、0.00565%聯交所 | | | | 交易費及0.00015%會財局交易徵費(須於申 | | | | 請時以港元繳足,多繳款項可予退還) | | 面值 : | | 每股H股人民幣1.00元 | 据招股书，作为全球合成生物技术的先行者，华恒生物专注于依托生物制造技术，开展生物基产品的研 发、规模化生产和商业化。该公司拥有前沿的研发实力、强大的技术创新能力、成熟的量产能力，致力于 将实验室技术成果转化为绿色、低碳及高性能的生物基产品及解决方案，满足新 ...

据港交所9月30日披露，安徽华恒生物科技股份有限公司(简称：华恒生物,688639.SH)向港交所主板提交上 市申请书，华泰国际为独家保荐人。 截至2025年6月30日，该公司已与包括亚洲、欧洲及美洲主要市场85个国家的超过768个客户建立稳定的长 期合作关系。截至2025年6月30日，该公司的生物基产品主要包括氨基酸系列产品(主要为丙氨酸系列、L- 缬氨酸、色氨酸、精氨酸);维生素系列产品(主要为D-泛酸钙、D-泛醇、肌醇);及其他生物基产品(主要为生 物基新材料单体(1,3丙二醇及丁二酸)、苹果酸、熊果苷)等。该公司的生物基产品被广泛应用于各行各业， 包括动物营养、日化护理、食品和饮料、先进材料、植物营养等。 该公司采用发酵法与酶催化法两大绿色制造技术平台，围绕微生物细胞工厂为核心的发酵法生产工艺和以 酶催化为核心的酶法生产工艺，构建了涵盖菌株构建、智能化发酵、高效提纯分离、产品开发的核心技术 群。依托技术体系，该公司的生物制造方法以可再生生物资源替代传统化学合成工艺，借此减少污染、降 低能耗、最大限度减少碳足迹。 据招股书，作为全球合成生物技术的先行者，华恒生物专注于依托生物制造技术，开展生物基产品的研 ...

Core Viewpoint - Anhui Huaheng Biotechnology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with Huatai International as the sole sponsor [1]. Company Overview - Huaheng Biotechnology is a pioneer in synthetic biology, focusing on the research, large-scale production, and commercialization of bio-based products through biomanufacturing technology [3]. - The company has established an industry-leading position in research and development, technology innovation, and mass production capabilities over the past twenty years in the biomanufacturing field [3]. - According to Frost & Sullivan, Huaheng is one of the most comprehensive companies globally in commercializing bio-based products through synthetic biology [3]. Product Portfolio - The company's bio-based products include amino acids (mainly L-alanine and L-valine), vitamins (such as D-calcium pantothenate and D-panthenol), and other bio-based products like 1,3-propanediol and succinic acid [4]. - These products are widely used across various industries, including animal nutrition, personal care, food and beverage, advanced materials, and plant nutrition [4]. - Huaheng employs fermentation and enzyme catalysis as its two main green manufacturing technology platforms, focusing on microbial cell factories and enzyme-based production processes [4]. Market Potential - The global bio-based products market is projected to grow from USD 22.8 billion in 2020 to USD 42.1 billion by 2024, with a compound annual growth rate (CAGR) of 16.6% [5]. - The market is expected to further increase to USD 80.1 billion by 2030 and USD 109.1 billion by 2035, with CAGRs of 11.3% from 2024 to 2030 and 6.4% from 2030 to 2035 [5]. - Companies with green manufacturing capabilities, large-scale production technologies, and collaborative advantages in the supply chain are anticipated to experience unprecedented growth opportunities in this context [5]. Financial Performance - The company's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately RMB 1.419 billion, RMB 1.938 billion, RMB 2.178 billion, and RMB 1.489 billion, respectively [5]. - The corresponding profits for the same periods were about RMB 319 million, RMB 447 million, RMB 185 million, and RMB 109 million [5]. - The gross profit margins for these years were 38.7%, 40.4%, 24.8%, and 23.5%, respectively, indicating fluctuations in profitability [7].

格隆汇9月29日丨皇氏集团(002329.SZ)在互动平台表示，公司目前暂无应用合成生物技术开展水牛奶相 关产品研发，公司一直关注和评估合成生物技术生产的微生物蛋白原料应用于生物发酵奶水牛饲料的可 行性及性价比，目前仍处于科学研究阶段。 ...

Core Viewpoint - The company is currently not applying synthetic biology technology for the development of water buffalo milk-related products, and it is still in the research phase regarding the feasibility and cost-effectiveness of using microbial protein raw materials in biological fermentation for water buffalo feed [1]. Group 1 - The company has received inquiries about expanding synthetic biology technology into dairy product research and production [1]. - The company is evaluating the application of synthetic biology technology in the production of microbial protein for water buffalo feed, but this is still in the scientific research stage [1].

当前，未名拾光探索出符合美妆日化、医疗器械、食品行业需求的商业模式，一方面自研创新原料管 线；另一方面以CRDMO模式（CRO+CDMO），与下游品牌商合作开发新型生物原料，并为之提供新 原料的代工生产服务，以兼备效率和确定性。 AI引擎与双底盘细胞工厂 36氪获悉，「未名拾光」近日获得数千万元人民币B+轮融资，由华泰金斯瑞、海邦投资共同投资。本 轮融资将主要用于深化AI技术平台建设、拓展生物材料多元应用场景，及加速业务全球化布局。 继今年5月获欧莱雅、纳爱斯集团投资的近亿元后，未名拾光再获产业基金加持。 创始人赵亚冉告诉36氪，未名拾光创立之初，在搭建技术平台时就非常关注生物材料的创新，构建了生 物活性分子设计、筛选、功效评估到规模化生产的闭环，且通过AI全面赋能该合成生物技术平台。 当前未名拾光开发的具体生物原料品类，主要包括两类：植物愈伤组织，如获批备案的新化妆品原 料"昙花愈伤组织提取物"、"华白及愈伤组织提取物"、 "牡丹愈伤组织提取物；生物活性蛋白，包括重 组胶原蛋白、多肽等。 该模式在植物代谢产物等品类上得到了验证，为之拓展了多个国内外知名品牌客户，客户数量已经超过 胶原蛋白品类。 一方面，未名 ...