人民财讯8月26日电，国务院印发《关于深入实施"人工智能+"行动的意见》，其中提出，驱动技术研发 模式创新和效能提升。推动人工智能驱动的技术研发、工程实现、产品落地一体化协同发展，加速"从1 到N"技术落地和迭代突破，促进创新成果高效转化。支持智能化研发工具和平台推广应用，加强人工 智能与生物制造、量子科技、第六代移动通信(6G)等领域技术协同创新，以新的科研成果支撑场景应用 落地，以新的应用需求牵引科技创新突破。 ...

上篇回顾： 第四届合成生物与绿色生物制造大会成功举办！(上篇) 8月22日，由DT新材料主办的 第四届合成生物与绿色生物制造大会 （简称：SynBioCon 2025）展开 人工智能在生物制造领域典型应用案例推广系列 活动暨 AI赋能生物制造产业创新发 展专场 、 未来食品&农业专场 两大重要论坛 。并同期举 办了 由上海市产业技术创新促进会指 导的 《2025人工智 能赋能生物制造产业创新发展蓝皮书》闭门研讨会 。 专题论坛：人工智能在生物制造领域典型应用案例推广系列活动暨 AI赋能生物制造产业创新发 展 主持人 ： 栾春燕，连云港芯质生命科技有限公司总经理 《 AI赋能生物制造，梦想、现实、与突围方向 》 彭向达, 上海智峪生物科技有限公司高级研究员 AI能否赋能合成生物学、进而赋能生物制造，还面临着 巨大的挑战。 报告介绍了智峪生科通过自主研发的 "ZCloud生物计算平台" 和 "ZBot实验验证平台" ，以此 实现酶法香兰素的从头研发到百吨级量产 。并且，智峪生 科 凭借 "人工智能驱动酶法高效生物合成并实现产业化应用" 项目 成功入选 工信部「人工 智能在生物制造领域典型应用案例名单(第一批)」。 ...

Group 1: Economic Growth and Service Industry - Nanjing's service industry leads the city's economic growth with a 5.8% increase in the first half of 2025, showcasing high-quality development and vibrant market activity [1] - The city's GDP reached 9,179.18 billion yuan, with a year-on-year growth of 5.3%, indicating a robust economic backdrop for the service sector [6] Group 2: Software Industry Development - Nanjing aims to establish its software industry as a "trillion-level" sector, with the software and information technology service industry reaching 860 billion yuan in 2024, ranking first in the province and among the top in the country [3] - The software industry saw a 10.3% increase in revenue in the first half of the year, with emerging sectors like internet services growing by 17.4% [3] Group 3: Financial Sector Innovations - Nanjing's financial sector is characterized by a 7.3% increase in value added, becoming a strong engine for high-quality economic development [6][7] - The city issued over 20 billion yuan in technology innovation bonds, leading the province, and introduced policies to enhance credit access for high-tech enterprises [7][8] Group 4: Consumer Market Dynamics - The opening of the Xuanwu Garden City commercial complex injected new vitality into Nanjing's consumer market, contributing to a 5.3% year-on-year increase in retail sales [9] - Nanjing is recognized as one of the top cities for "first-release economy," ranking fourth in China, driven by its policy precision and cultural integration [9] Group 5: Cultural and Tourism Integration - The 2025 Nanjing Arts Festival and various cultural events significantly boosted tourism and local consumption, with ticket sales reaching 61.9 million yuan and attracting over 100,000 participants [10] - Upcoming commercial developments are expected to add 627,000 square meters of retail space, enhancing the city's commercial landscape [10] Group 6: Future Outlook - Nanjing is set to continue its momentum in service industry growth, integrating software and financial sectors to enhance regional development and modern service capabilities [11]

2025年政府工作报告提出，建立未来产业投入增长机制，培育生物制造等未来产业。8月21日，2025中国生物制造科技创新论坛 新闻发布会召开，发布会上介绍，2025中国生物制造科技创新论坛将于9月25日在湖南常德正式开幕，为期2天，论坛主题为"生 机无限制引未来"。论坛以"推动生物制造领域科技创新和产业创新融合发展"为宗旨，设定了"1+3+N"的活动架构，包含1场开幕 式暨主论坛，3场平行会议，N项特色活动。 "生物制造是科技创新和产业创新融合发展的重要领域，具备引领第四次工业革命的潜力，将会带来重构传统制造业的生产模 式、替代传统天然产物的获取方式、颠覆传统农业的种养殖模式等一系列重大变革。"清华大学合成与系统生物学中心秘书长吴 赴清表示，清华大学合成与系统生物学中心长期致力于生物制造领域基础科学问题和关键核心技术研究，并积极推动科技成果 转化应用。今年，中心将和工业和信息化部新闻宣传中心、常德市人民政府等单位协力举办2025中国生物制造科技创新论坛， 希望通过搭建生物制造领域的高端学术交流平台，助力生物制造科技创新和产业创新融合发展。 2025中国生物制造科技创新论坛新闻发布会召开。（冉黎黎/图） 具体来看 ...

Group 1 - The meeting, hosted by Dr. Zhang Lisheng, CEO of DT New Materials, gathered government representatives, research institution leaders, corporate executives, and investment experts to discuss the development trends of biomanufacturing during the 14th Five-Year Plan, technology innovation implementation, and industry chain collaboration [2][5] - Wuhan, as a central city in China, has a strong industrial foundation and innovation ecosystem, with over 92 universities and 1.35 million students, producing more than 300,000 graduates annually who stay for employment and entrepreneurship [4] - The city has gathered over 20 academicians in the biomanufacturing field and has several national-level innovation platforms, showcasing cutting-edge achievements such as "algal imaging" and "rice blood production" [4] Group 2 - The Qing Shan District is focusing on building a modern industrial system and upgrading traditional industries while promoting emerging sectors like hydrogen energy, new materials, and biomedicine [7] - The district has the only new materials industrial park in Wuhan, covering an area of 5.05 square kilometers, and is planning to create a "bio-based materials innovation island" to support synthetic biology enterprises [7] - The East Lake High-tech Zone, known as Optics Valley, has a planned area of 30 square kilometers and an annual industrial revenue exceeding 200 billion yuan, housing over 4,200 companies and 484 high-tech enterprises [9] Group 3 - During the thematic discussion, representatives from 18 companies emphasized the importance of technology innovation, supply chain resilience, and ecological value chains in the biomanufacturing sector [11] - The president of Ningbo Enzyme Science highlighted the critical nature of the pilot testing phase in the long industrial chain of synthetic biology products [13] - The founder of Wuhan Ruijia Kang called for closer integration between biomanufacturing and the chemical industry, urging the government to lead the establishment of an industry chain collaborative ecosystem [13] Group 4 - The meeting served as an efficient platform for synthetic biology enterprises and local governments to connect, showcasing Wuhan's strategic determination and attractiveness in the biomanufacturing field [14] - Wuhan aims to accelerate the gathering of new productive forces in synthetic biology through an open policy environment, a complete industrial ecosystem, and high-quality service guarantees [14]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

Core Viewpoint - The article discusses the collaboration between the Ministry of Industry and Information Technology and the National Health Commission to promote innovative biomanufacturing technologies in the food processing sector, aiming to enhance the industrialization and marketization of research outcomes [2][3]. Group 1: Policy and Application Directions - The initiative focuses on collecting innovative biomanufacturing technology applications in areas such as food raw materials, food additives, and food and beverage processing [3]. - The application directions should align with the goal of building a diversified food supply system and have significant promotional value for industry development [3][4]. - Relevant products must be domestically developed, have completed small-scale pilot production or be in large-scale production, and demonstrate safety through research or prior approvals in other regions [4]. Group 2: Submission and Evaluation Process - Entities eligible for recommendation include registered companies, universities, research institutions, and industry associations with good biomanufacturing capabilities and no major safety or environmental incidents in the past three years [5]. - Recommended units must submit a detailed application form along with supporting materials by September 15, 2025, to the Ministry of Industry and Information Technology [6][7]. - The Ministry will organize experts to evaluate the submissions and identify key application directions that are strategically significant, technologically advanced, and have broad application prospects [8]. Group 3: SynBioCon 2025 Conference - The fourth Synthetic Biology and Green Biomanufacturing Conference (SynBioCon 2025) will be held from August 20-22, 2025, in Ningbo, Zhejiang, focusing on AI and biomanufacturing, green chemicals and new materials, future food, and future agriculture [9][10]. - The conference will include various activities such as a youth forum, high-level discussions, and a closed-door seminar on AI-enabled biomanufacturing innovation [9][10]. - The event aims to explore the development trends and growth points of biomanufacturing during the 14th Five-Year Plan period [22].

Core Viewpoint - Changping District is positioning itself as a vibrant future city through the development of innovation-driven corridors and a focus on youth entrepreneurship, with significant financial backing and policy support [1][4]. Group 1: Infrastructure and Planning - Changping District has planned the G6 Science and Technology Corridor, G45 Industrial Corridor, and the Beijing North Ecological Corridor, breaking traditional barriers between industrial parks, residential areas, and administrative zones [2]. - The G6 Science and Technology Corridor features over 10 innovation clusters, including the Life Science Park and Future University Science Park, with a planned industrial space exceeding 14 million square meters, of which 5.218 million square meters have been completed [2]. - The G45 Industrial Corridor focuses on advanced energy, future health, and state-owned enterprise clusters, supporting innovation and collaboration among various enterprise sizes [2]. Group 2: Industry Development - The three leading industries in Changping District are pharmaceutical health, advanced manufacturing, and advanced energy, with the pharmaceutical health industry generating an annual revenue growth of 9.2%, totaling 104 billion yuan [3]. - The advanced manufacturing sector surpassed 160 billion yuan in revenue last year, with a growth rate of 15% in the first half of this year, highlighted by Xiaomi's first self-owned digital smart factory [3]. - The advanced energy sector, focusing on energy internet, wind and solar power, hydrogen energy, and energy storage, achieved a revenue of 253.2 billion yuan last year, with significant infrastructure developments like the first energy field benchmark factory [3]. Group 3: Talent and Innovation - Changping District has been approved as the first pilot area for future industries in the city, with a focus on synthetic biology manufacturing and a growing number of enterprises in this sector [4]. - The district is implementing a youth talent innovation and entrepreneurship ecosystem, allocating 130 million yuan annually to support 19 policy measures aimed at fostering youth engagement in innovation and entrepreneurship [4]. - Policies include subsidies for entrepreneurship, interest-free loans, living allowances, free workspaces, and reduced rent for talent apartments, designed to attract and retain young talent [4].

Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will focus on four main directions: AI + Bio-Manufacturing, Green Chemistry and New Materials, Future Food, and Future Agriculture [2]. Group 1: Conference Overview - The conference will take place from August 20-22 at the Sheraton Hotel in Donggang, Ningbo, Zhejiang [2]. - Various activities will be held concurrently, including a Youth Forum on Bio-Manufacturing, a high-level discussion on the bio-manufacturing industry, and a closed-door seminar for the "2025 AI Empowering Bio-Manufacturing Industry Innovation Development Blue Book" [2]. Group 2: Event Details - Registration will occur on August 20 from 12:00 to 20:00, and on August 21 from 8:50 to 12:00 [7]. - The conference venue is the Sheraton Hotel, located 17.5 km from Ningbo Lishe International Airport and 4.5 km from Ningbo Railway Station [8]. Group 3: Accommodation and Transportation - Special rates are available for attendees at the conference hotel, with prices starting at 400 RMB per night for a standard room including breakfast [9]. - Transportation options include ride-hailing services and public transport, with estimated travel times and costs provided [8]. Group 4: Agenda Highlights - The agenda includes a series of forums and discussions on topics such as green chemistry, AI applications in bio-manufacturing, and future food and agriculture innovations [10][20][32]. - Notable speakers and experts from various institutions will present their research and insights during the conference [14][27][38]. Group 5: Supporting Organizations - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd., with support from various academic and industry organizations, including Peking University and the Ningbo Enzyme Bioengineering Co., Ltd. [4][5].

Market Overview - On August 18, the A-share market reached a historic moment with the Shanghai Composite Index opening high and breaking the previous high of 3731.69 points from February 2021, hitting a peak of 3745.94 points, the highest in nearly ten years since August 2015. The index closed at 3728.03 points, up 0.85% [1] - The A-share market set multiple records, including the North Star 50 Index rising over 4% to a historical high, and total trading volume in the Shanghai and Shenzhen markets reaching 2.76 trillion yuan, an increase of 519.6 billion yuan from the previous trading day, marking a new high for the year. Additionally, the total market capitalization of A-share companies exceeded 100 trillion yuan for the first time in history [1] Stock Performance - The strong market performance led to impressive individual stock results, with 358 stocks in the A-share market having more than 100% increase in their year-to-date performance, excluding newly listed stocks [1][3] - Among the 358 doubling stocks, the mechanical equipment and pharmaceutical industries contributed significantly, each having over 50 doubling stocks. The automotive industry followed with 29 doubling stocks, while the computer, national defense, and light manufacturing sectors each had over 10 doubling stocks [3] Economic Insights - The current market rally, which began at the start of the year, is attributed to China's recent push for technological innovation, with advancements in areas such as AI models, innovative drugs, and digital transformation enhancing the attractiveness of Chinese assets to global investors, thereby driving the prosperity of the Chinese stock market [3] - Economists noted that the capital market is stabilizing and improving under policy support. On the supply side, efforts to address "involution" competition and capacity management are expected to boost nominal GDP and improve corporate profit expectations. Continued policy resources are also promoting high-quality development in new industries such as "artificial intelligence+" and biomanufacturing [3] Notable Stocks - The stock with the highest increase this year is Aowei New Materials (603556.SH), which surged by 1368.35%, becoming the only "tenfold stock" of the year, driven by its association with the robotics concept of Zhiyuan Innovation Holdings. Other notable stocks include Shuyuan Pharmaceutical (300204.SZ), Great Wall Military Industry (601606.SH), and Shenghong Technology (300476.SZ), each with increases exceeding 400%, reflecting market interest in the biopharmaceutical, national defense, and electronics sectors [3][4]