21世纪经济报道记者 凌晨 西安报道 国内消费市场吹来寒意的同时，一纸来自瑞典的战略合作协议，摆在了巨子生物的案头。 近日，Nordberg Medical与巨子生物双方已正式签署战略合作协议，将基于巨子生物专有的合成生物学 技术平台，共同推进重组胶原蛋白在医美与生物医学领域的全球开发和商业化进程。 这家以重组胶原蛋白技术闻名的公司，正处于一个微妙的十字路口：主力品牌"可复美"线上流量红利渐 退，价格战硝烟四起。而财务报表的另一面，收入与利润增速仍浮动在20%左右。 表面的增长与掩盖深层的焦虑并存。转折的种子已然埋下——一张刚获批的三类医疗器械注册证，成了 破局的关键。这张"械字号"通行证，不仅意味着公司产品从护肤品货架正式迈入专业医疗机构的治疗 室，更标志着其商业逻辑的一次根本性跃迁。 于是，其与瑞典Nordberg Medical的合作，便超越了寻常的技术授权，成为一场精准的"借船出海"。 面对自建海外渠道的重重壁垒，巨子生物选择以核心技术为筹码，嫁接国际伙伴成熟的全球网络。在合 作协议签署现场，Nordberg Medical全球创新中心副总裁 Robert Braithwaite直言，在拓展注射类医美 ...

Core Insights - The article highlights the significant breakthrough in cellular energy regeneration technology presented by Chengzhi Life Science Co., Ltd at the NHNE China International Health Nutrition Expo, focusing on D-Ribose as a key component for maintaining bodily vitality [1][3]. Company Overview - Chengzhi Life Science, a subsidiary of Chengzhi Co., Ltd, has been a pioneer in the D-Ribose field since 2001, introducing a fermentation-based purification process that has transformed the global D-Ribose industry [6]. - The company has established a global intellectual property network and maintains a leading position in the D-Ribose market, driven by its innovative applications in the pharmaceutical and health sectors [6]. Product Applications - D-Ribose is a natural pentose sugar crucial for the synthesis of ATP (adenosine triphosphate), which is essential for cellular energy [3]. - The product has been integrated into various energy drinks, sports nutrition, and functional nutrition products, enhancing athletic performance and alleviating fatigue [3]. - D-Ribose also plays a vital role in the pharmaceutical industry as a precursor for various antiviral and antitumor drugs [3]. Recognition and Future Plans - High Runxiang, the chairman of Chengzhi Life Science, was appointed as a special industry advisor at the NHNE 2025 Annual Expert Seminar, recognizing her contributions to the health and nutrition field [4]. - The company aims to continue focusing on green biotechnology and health sectors, with plans to develop innovative raw materials and enhance the influence of its brand, "Libos," in the industry [7].

Core Viewpoint - The revival of dinosaurs through scientific means has gained public interest, with discussions on whether modern technology can bridge the 66 million-year gap since their extinction [3] Group 1: Advances in Synthetic Biology - Scientists are exploring synthetic biology as a new approach to "revive" dinosaurs by decoding the genetic codes behind their traits rather than relying on ancient DNA [4] - The phenotype of each species, including physical appearance and behavior, is linked to specific genetic codes, which can be studied to recreate dinosaur-like features in existing species [4] - Techniques such as the "gene puzzle" developed by MIT in 2025 allow researchers to edit genes in bird embryos to induce dinosaur-like characteristics, demonstrating the potential of synthetic biology [4] Group 2: Challenges in Genetic Reconstruction - Despite advancements, significant gaps in the dinosaur genome remain, making it difficult to fully reconstruct their genetic makeup [5][6] - The degradation of DNA over time poses a major challenge, as the half-life of DNA is approximately 500 years under ideal conditions, making it nearly impossible to retrieve intact dinosaur DNA from fossils [7] - Current findings of fragmented DNA and proteins from fossils are insufficient to reconstruct a complete dinosaur genome, leading to the conclusion that any resulting organism would not be a true dinosaur but rather a hybrid with limited dinosaur traits [7][8] Group 3: Environmental and Technical Barriers - Even if genetic editing challenges are overcome, there are significant hurdles in finding suitable carriers for dinosaur embryos and creating appropriate environments for their development [8] - The lack of technology to support the growth of large dinosaur embryos in artificial environments presents a major obstacle [8] - Additionally, even if a dinosaur were successfully hatched, it would likely struggle to survive in the drastically changed modern environment, which has evolved significantly since the time of dinosaurs [8]

Core Viewpoint - Marubi Biotechnology (丸美生物) is planning to issue H-shares to raise funds aimed at enhancing its core strategies, including strengthening its omni-channel sales system, improving brand value, incubating new brands, enhancing R&D capabilities, optimizing the supply chain, and supplementing working capital, with the goal of improving overall competitiveness [1][2] Group 1: Company Strategy and Market Position - The company has been focused on the anti-aging skincare industry for over 20 years, leveraging synthetic biology technology and core breakthroughs in research and development, particularly in recombinant collagen products [1] - According to a Frost & Sullivan report, Marubi is the third largest beauty company in China in the recombinant collagen skincare segment, based on retail sales projected for 2024 [1] - Marubi has established an integrated R&D platform that encompasses synthetic biology, protein engineering, green chemistry, natural plant extraction, and bio-fermentation, continuously launching new ingredients and products to support business growth [1] Group 2: Fundraising and Use of Proceeds - The company has developed over 80 proprietary ingredients, including recombinant double collagen and super molecular cotton flower extract, with more than 30 achieving large-scale production as of September 30, 2025 [2] - The funds raised from the H-share issuance will be used to build a comprehensive omni-channel sales system, enhance brand value through diversified marketing activities, expand the R&D team, upgrade R&D facilities, improve supply chain capabilities, and support working capital [2] - The issuance will not change the company's control, with Dr. Sun Huaqing and Wang Xiaopu remaining the actual controllers [2] Group 3: Competitive Advantage and Future Outlook - Marubi's brand has ranked first in China's domestic eye care market for four consecutive years, while its "Lianhuo" brand ranks third among domestic foundation brands [3] - The anti-aging skincare segment is the fastest-growing sub-sector in China's skincare industry, and the company aims to leverage this growth opportunity through continued investment in core technology R&D [3] - As of September 30, 2025, the company has applied for 651 patents globally, with 265 authorized invention patents, positioning its R&D strength among the top in domestic beauty enterprises [3] - The H-share issuance is viewed as a strategic decision for long-term development, enhancing capital strength and core competitiveness, and laying a solid foundation for sustainable growth and shareholder value creation [3]

Core Insights - The article discusses Shanghai's action plan for accelerating food technology innovation from 2026 to 2030, aiming to enhance the food industry's development through synthetic biology and digital manufacturing [1][2]. Group 1: Goals and Objectives - By 2027, the plan aims to achieve significant breakthroughs in synthetic biology food creation, including the development and approval of 3-5 new food raw materials, additives, and related products, as well as 1-2 special medical purpose formula foods [2]. - The initiative seeks to cultivate over 5 innovative enterprises with core food creation technologies and digital manufacturing capabilities, and establish a comprehensive standard system for food industry development [2]. Group 2: Long-term Vision - By 2030, the goal is to create a globally influential hub for food technology innovation, resulting in a safer, healthier, more convenient, and sustainable food innovation ecosystem [3]. - The plan includes forming an innovation enterprise cluster covering the entire food industry chain, nurturing 8-10 leading companies in specific segments, and promoting 1-2 synthetic biology food innovation companies to go public [3]. - The food industry output value is projected to exceed 150 billion yuan, alongside the establishment of a national-level nutrition and health industry cluster and new food pilot parks [3]. Group 3: Research and Development Focus - The plan emphasizes accelerating the exploration of new food raw materials, focusing on functional proteins, carbohydrates, and lipids, while also considering active substances, flavors, and colorants [5]. - It aims to enhance biosynthesis technology through the integration of synthetic biology and artificial intelligence, improving the performance and adaptability of standardized components and chassis cells [5]. - Support for the development of new food products includes alternative proteins, plant-based meats, 3D-printed foods, and other innovative food solutions to meet diverse consumer needs and sustainable development goals [5].

Core Viewpoint - Biomanufacturing is recognized as a crucial driver of the fourth industrial revolution, with significant potential for economic growth and innovation in the manufacturing sector [1][3]. Group 1: Industry Development and Achievements - Since the start of the 14th Five-Year Plan, China's biomanufacturing industry has grown to a total scale of 1.1 trillion yuan, with bioproducts accounting for over 70% of global production [2]. - The production value of food and pharmaceutical biomanufacturing segments has each exceeded 400 billion yuan, showcasing a strong competitive advantage in traditional bioproducts like vitamins and antibiotics [2]. - China has established numerous national key laboratories and innovation platforms, contributing to over 20% of global research papers and patent applications in the biomanufacturing field [2]. Group 2: Future Economic Potential - Predictions indicate that by 2050, the biomanufacturing sector could generate an economic value of 30 trillion dollars, representing one-third of global manufacturing [3]. - The Chongqing government plans to implement various measures to accelerate the development of the biomanufacturing industry, including innovation actions and the establishment of verification platforms [3]. Group 3: Technological Challenges and Needs - Despite the current industry scale, there is a significant gap in technological supply, with a need for thousands of mature technologies to support a trillion-yuan industry [4]. - Experts emphasize the necessity of enhancing national strategic technological capabilities to provide a robust foundation for the biomanufacturing sector [4][5]. Group 4: Innovation and AI Integration - The integration of artificial intelligence with biomanufacturing is emerging as a trend, potentially enhancing research efficiency and process optimization [5][6]. - There is a pressing need to upgrade the research paradigm in biomanufacturing to leverage big data and AI, addressing challenges in data quality and model construction [6][7]. Group 5: Strategic Recommendations - The industry is encouraged to focus on original innovation and tackle engineering bottlenecks, fostering collaboration between academia and industry to drive technological advancements [7]. - The Ministry of Industry and Information Technology plans to release a development plan for biomanufacturing, outlining key products and AI applications to support the sector's growth [7].

Core Insights - The return of Google co-founders Sergey Brin and Larry Page has sparked excitement within the company and the investment community, highlighting the importance of talent and technology in the AI sector [2][3]. - Brin emphasizes that "hardcore technology" has become increasingly valuable in the current era, particularly in AI and quantum computing [32][33]. Group 1: Return of Founders - The return of Brin and Page has reignited entrepreneurial spirit within Google and attracted significant investments from firms like Berkshire Hathaway [2]. - Brin's involvement in the Gemini project and his reflections on the importance of technology and talent underscore the competitive landscape in AI [6][32]. Group 2: Insights from Stanford Dialogue - Brin shared his experiences at Stanford, highlighting the creative freedom he had during his doctoral studies, which contributed to the founding of Google [6][9]. - He discussed the importance of having a grand vision and a strong academic foundation in fostering innovation at Google [27][28]. Group 3: Challenges and Lessons - Brin acknowledged past mistakes, such as the premature commercialization of Google Glass, and advised future entrepreneurs to mature their ideas before seeking external acceleration [6][64]. - He noted that the complexity of technology has increased, making it essential for companies to focus on foundational research and development [32][66]. Group 4: Future of AI and Technology - The conversation highlighted the rapid advancements in AI and the competitive landscape, with significant investments in AI infrastructure reaching billions [36]. - Brin pointed out that while scaling data and computing power is crucial, algorithmic advancements have often outpaced hardware improvements [66]. Group 5: Emerging Technologies - Brin identified AI and quantum computing applications in materials science as potentially underestimated areas with significant future impact [7][72]. - The discussion also touched on the importance of synthetic biology and molecular science as fields undergoing revolutionary changes [73].

Core Insights - The article highlights the significant innovation achieved by the Chinese biotechnology company, Juzhibio, in the field of recombinant collagen, particularly recombinant type IV collagen, overcoming technical bottlenecks through synthetic biology advantages [1][2][3]. Group 1: Technological Breakthroughs - Juzhibio has made substantial progress in the production of recombinant type IV collagen, achieving high activity and purity in large-scale production through advancements in expression systems, production processes, and efficacy validation [1][2]. - The company utilized Pichia pastoris as an expression host, achieving a secretion yield of approximately 25.1 g/L with a purity of over 90%, addressing the economic feasibility of large-scale production [3]. - Juzhibio conducted the first systematic scientific validation in China regarding the mechanism of recombinant type IV collagen's effect on skin basement membrane integrity, confirming its ability to promote the synthesis and expression of key substances in the basement membrane [4]. Group 2: Market Applications - The core technology in recombinant type IV collagen has been effectively applied to Juzhibio's consumer brand "Kefumei," resulting in successful market products such as the "Kefumei Collagen Stick 2.0," which addresses modern consumer skincare needs [6]. - Juzhibio has also developed a specialized product line, "Kefumei Frame Domain Repair Series," targeting post-aesthetic care, thus tapping into a high-growth market segment [7]. Group 3: Industry Leadership - Juzhibio has established a robust patent portfolio with 186 patents and applications, positioning itself as a leader in the global intellectual property landscape within the biotechnology sector [9]. - The company actively participates in the formulation of industry standards, having contributed to multiple standards related to recombinant collagen, thereby promoting scientific and transparent development in the industry [9]. - Juzhibio has expanded its global market presence, successfully entering markets in Canada, the USA, Japan, South Korea, Singapore, and Thailand, showcasing the capability of Chinese enterprises in the forefront of life sciences [10].

Core Viewpoint - The strategic partnership between Lude Technology and Guotou Juli Investment Management aims to enhance capabilities in the biomanufacturing sector through collaboration and capital investment [1][3]. Group 1: Strategic Partnership - Lude Technology plans to sign a strategic cooperation agreement with Guotou Juli, leveraging strengths in biomanufacturing [1][3]. - Guotou Juli will invest a total of 117 million yuan in three subsidiaries of Lude Technology to support capacity enhancement and efficiency improvements [1][4]. Group 2: Business Transformation - Lude Technology, formerly known as Lude Environment, has shifted its focus from inorganic waste treatment to biomanufacturing, with the revenue from its fermented feed business growing at a compound annual growth rate of 72.89% from 2020 to 2022 [2][3]. - By the third quarter of 2023, Lude Technology reported total revenue of 254 million yuan, marking a year-on-year increase of 14.15% [2]. Group 3: Investment Details - The investment from Guotou Juli will be allocated as follows: 35 million yuan to Lude Biological Environmental Technology (Bozhou), 45 million yuan to Lude Biological Environmental Technology (Suqian), and 37 million yuan to Sichuan Yongle Lude Biological Technology Development [4]. - After the investment, Guotou Juli will indirectly hold shares in these subsidiaries, while Lude Technology will maintain its status as the controlling shareholder [4]. Group 4: Future Commitments - Lude Technology commits to invest no less than 30 million yuan from 2026 to 2028 for the development of protein feed resources and aims to sell at least 280,000 tons of fermented feed from liquor waste in 2026 [5]. - The company plans to ensure that by 2028, at least 10% of its liquor waste protein feed products will have a protein content of no less than 26% [5]. Group 5: Market Expansion - The partnership is expected to enhance Lude Technology's financial structure and provide ongoing funding support for capacity expansion and technological upgrades [3][6]. - The collaboration will also facilitate market expansion and industrial synergy in key agricultural regions across China, particularly in the Yangtze River Delta [6].

Group 1 - The company announced a conditional agreement to acquire 100% of the issued share capital and loans of the target company, Aono Hong Kong, for a total consideration of HKD 22 million, which will result in the target company becoming an indirect wholly-owned subsidiary [1] - Following the acquisition, the company will hold a 37.5% equity interest in Beisheng Biotechnology, and the financial performance, assets, and liabilities of Beisheng will be accounted for using the equity method in the company's financial statements [1] - Beisheng Biotechnology specializes in strain design and fermentation process development, providing high-quality, convenient, and cost-effective technical services and related products for synthetic biology enterprises and traditional fermentation companies seeking to upgrade through synthetic biology technology [1][2] Group 2 - The company believes that the research and development of proprietary rights and technologies related to healthcare and beauty businesses is key to gaining a competitive advantage [2] - Current R&D focuses include a dual-protein water light needle using hyaluronic acid penetration enhancement technology, composite fillers targeting the temporal filler market, photo-activated collagen repair essence, and targeted anti-aging therapies using stem cell exosomes [2] - The acquisition of Beisheng Biotechnology is expected to enhance the efficiency of the company's R&D projects, reduce R&D costs, and accelerate the commercialization of R&D results [3]