每经记者｜赵李南 每经编辑｜魏官红 "从2011年上市到现在，对于市值管理，说实在话，我的初心很简单，把企业做好，扎扎实实做好。你有好的产品、好的市场，获得好的利润回报，回报股 东、回报社会、回报员工，我认为（这就是）最好的市值管理。"金达威董事长江斌说道。 2024年和今年一季度，金达威（002626.SZ，股价19.18元，市值116.99亿元）分别实现归母净利润约3.4亿元和1.2亿元，同比增长约23.6%和72%。 江斌解释称，一季度之所以能够取得这样的业绩，最主要的因素源于企业规模效应及管理效率的提升。 2025年一季度，金达威的整体销售毛利率约41.7%。2024年，金达威的维生素A、辅酶Q10和营养保健品的毛利率分别达到了32.8%、48.2%和35.2%。 "传统的鱼油市场本身已达百万吨级规模，但通过微藻生物制造的藻油（EPA/DHA）Omega-3，成本有望比鱼油（EPA/DHA）Omega-3更低，这个市场容量 非常巨大，以百万吨级来计。藻油有几个优势，一是可再生，只需要有钱投发酵罐；二是通过微藻异养无溶剂提纯，属植物源性产品，避免了海鲜过敏问 题；三是绿色环保，不涉及海洋资源过度捕捞和重 ...

Group 1: AI and Computing Power - Step1X-3D, a 3D large model with 4.8 billion parameters, has been released and open-sourced by Jieyue Xingchen, enhancing the capability of domestic large models in generating high-fidelity 3D content [2] - China's AI computing power expenditure is projected to grow from $18 billion in 2024 to $90 billion by 2029, indicating a strong demand for computing resources [2] - The successful launch of the "Trinity Computing Constellation" marks the establishment of China's first interconnected space computing infrastructure, with a total computing power of 1000 POPS [3] Group 2: E-commerce and Retail - Tencent has established an e-commerce product department to explore new transaction models within WeChat, aiming to enhance transaction infrastructure and ecosystem [4] - The integration of AI in e-commerce is expected to reshape the traditional retail landscape through intelligent product selection and personalized recommendations [4] Group 3: Biotechnology - The application of synthetic biology to transform microorganisms into "super factories" for efficient synthesis of new materials is seen as a key driver for the third biotechnology revolution [5] - The demand for biomanufacturing is increasing, with new regulatory frameworks anticipated to guide the healthy development of the synthetic biology industry [5] - AI technologies are expected to support synthetic biology research by analyzing large datasets and optimizing experimental conditions [5]

A股复盘 | 实在是找不到主线了 / 2025.05.15 昨天大金融狂拉，给人一种牛市起点的感觉，没想到今天悉数还回去了！低开后 毫无抵抗，一路奔着下跌去了！ 从昨天晚上开始，一直讨论"报复性订单"、"集装箱预订量大涨"， 央视财经也报道"外贸企业连夜赶工应对爆单潮"。 今早，路透援引集装箱追踪软件供应商Vizion数据，在中美两国关税战停火之 后，美国方面预订从中国输美的集装箱运输订量激增了近300%。 不过航运和纺服并没有出现暴涨，资金还是盯着那几个确定性的票。 谁能想到，今天又出来一个新概念——麦角硫因。 早在5月8日，哈哈哈，科伦集团官方视频号发布了一条麦角硫因胶囊的广告，视 频中一男子赤裸上身，展现出结实的肌肉线条。该视频文案为"刘先生75岁—— 没有不可能！麦角硫因，生命长青。科伦永年，与您相伴。" 经核实，该视频中出现的男子确为科伦药业董事长刘革新。 哈哈哈，A股已经这样了吗？机器人、低空经济、算力、CPO啥的都不行了吗？ 又开始整这些奇奇怪怪的概念。 谁能给A股发明一个抗跌的产品？ 据科伦药业透露， 刘革新董事长已连续服用该产品三年，并且一直保持着每日清 晨五点健身的自律习惯，广告中的画面未 ...

Market Overview - On May 15, A-shares experienced a decline, with the Shanghai Composite Index falling by 0.42% to 3389.75 points, the Shenzhen Component Index down by 1.12%, and the ChiNext Index decreasing by 1.35% [1][2] - The total trading volume for A-shares reached 765.59 billion yuan [1] Economic Indicators - The People's Bank of China conducted a 645 billion yuan reverse repurchase operation with a fixed interest rate of 1.40%, resulting in a net withdrawal of 219.1 billion yuan for the day [2] Industry Insights - The China-U.S. Economic and Trade Cooperation Exchange Conference was successfully held in Washington, emphasizing the long-standing and mutually beneficial trade relationship between the two countries [3] - Despite current challenges, there is significant potential for future cooperation, particularly in maintaining global supply chain stability [3] Sector Performance - Port and shipping stocks saw a resurgence, with notable increases in shares of Nanjing Port, Lianyungang, and Ningbo Maritime [3] - Beauty and personal care stocks also performed well, with companies like Jieya Co. and Furuida reaching their daily limit up [3] - Synthetic biology stocks were active, with companies such as Chuaning Biological, Jindawei, and Hainan Haiya hitting their daily limit up [3] Sector Trends - The synthetic biology sector is expected to grow, with significant applications in various fields, although it currently holds a limited share in the overall chemical market [4] - The international landscape for synthetic biology is primarily dominated by the U.S. and Europe, which may influence domestic policy and development [4] Company Profiles 1. **Chuaning Biological**: Focuses on synthetic biology with products in production and plans to expand into high-value products and efficient strains by 2025 [7] 2. **Jieya Co.**: A leading manufacturer of wet wipes, shifting focus towards wet toilet paper and expanding into medical devices and cosmetics [8] 3. **Furuida**: Aims to build a comprehensive health industry chain, leveraging R&D strengths in cosmetics and pharmaceuticals [8] 4. **Jindawei**: Positioned as a leader in the health supplement market, benefiting from market expansion and stable financial performance [8]

经营稳健发展下，5月12日晚，海正药业发布《关于第四次以集中竞价交易方式回购股份方案暨回购报 告书》，拟以自有资金5000万至1亿元回购公司股份，回购价格不超过13元/股。这是公司第四次实施股 份回购计划，充分彰显了管理层对公司长期发展的坚定信心。 加速全球化布局 盈利能力持续提升，海正药业（600267）(600267.SH)实施回购提振市场信心。 日前，海正药业发布《关于第四次以集中竞价交易方式回购股份方案暨回购报告书》，公司拟以自有资 金5000万至1亿元回购公司股份，回购价格不超过13元/股。这是公司第四次实施股份回购计划，充分彰 显了管理层对公司长期发展的坚定信心。 长江商报记者注意到，近年来，公司通过持续优化业务结构、加码创新研发、推进国际化战略，已经逐 步实现了从传统制药企业向创新驱动型企业的转型。特别是在合成生物学、高端制剂等新兴领域的布 局，正在为公司培育新的增长点。 2025年一季报显示，报告期，公司营业收入26.32亿元，同比下降3.48%；归母净利润1.94亿元，同比下 降21.85%。不过，由于制剂产品销售增长带来销售利润增加以及管理费用和财务费用下降，扣非净利 润同比增长36.94 ...

深圳商报记者 刘芳 在光明科学城卫光生命科学园内，中科阿尔诺生物科技有限公司的生产车间里，巨大的发酵罐正有条不 紊地运转着，透过玻璃窗望去高度自动化的设备之间由管道连通，空气中弥漫着一股淡淡的藻味，这是 细胞工厂正在"工作"的味道。 从梦想启航到创新落地 "我第一次被合成生物学的魅力折服，缘于早年的科技报道：科学家用合成生物技术成功构建细胞工厂 生产某种活性物质，100立方米工业发酵罐的产能就相当于5万亩的农业种植。用细胞工厂替代农业种 植，减少了对自然资源的依赖，大幅提高了生产效能。"这个报道坚定了陈阳致力走上合成生物技术创 新这条道路，当时她就暗暗下定决心，一定要用合成生物技术创建中国自己的"细胞工厂"。 指针拨回3年前，公司创始人、董事长陈阳第一次踏入卫光生命科学园，创新的种子在这片未启封的空 间里悄然萌芽。 如今，3300平方米的垂直工厂已成型，成为国内首个将"工业上楼"理念应用于合成生物制造的企业样 板。"这是我们自主研发的'细胞工厂'，也是光明区最大的合成生物反应器。"公司创始人、董事长陈阳 说。 从大学讲台走向产业前线 博士毕业后，陈阳当过6年大学教师，做过10年科技成果转化早期投资人，从200 ...

Core Viewpoint - The video featuring Liu Gexin, the controlling shareholder of Sichuan Kelun Pharmaceutical Co., Ltd., promoting the company's product, Ergothioneine capsules, has garnered significant attention, especially as the company faces a notable decline in profits due to the impact of centralized procurement on its infusion business [2][3]. Group 1: Company Performance - In the first quarter of this year, Kelun Pharmaceutical experienced a rare decline in both revenue and net profit, with net profit dropping over 43% year-on-year [2][11]. - The company reported a revenue of 4.39 billion yuan, a year-on-year decrease of 29.42%, and a net profit of 584 million yuan, reflecting a decline of 43.07% [11]. - Analysts attribute the decline to a high base from the previous year and the adverse effects of centralized procurement on the infusion business [11]. Group 2: Product Promotion and Market Strategy - Liu Gexin, aged 75, actively promotes the Ergothioneine capsules, showcasing his fitness and personal use of the product, which has gained over 5,100 likes on social media [3][4]. - The Ergothioneine capsules are priced at 1,499 yuan for a bottle of 60 capsules and are marketed as a cutting-edge anti-aging ingredient with superior antioxidant properties [5][6][8]. - The product is currently sold through a mini-program and is expected to expand to platforms like JD Overseas and Tmall International by late May or June [9]. Group 3: Market Potential and Industry Trends - The anti-aging market in China reached 64.6 billion yuan in 2020 and exceeded 80 billion yuan in 2021, with a growth rate of approximately 20% [12]. - Sales of Ergothioneine oral beauty products surged by 60 times on a specific e-commerce platform in the first half of 2024 [12]. - The market for health products containing Ergothioneine is rapidly growing, with numerous brands already incorporating it into their offerings [13]. Group 4: Regulatory Challenges - Currently, there are no registered or filed health products containing Ergothioneine in China, which poses a challenge for Kelun Pharmaceutical in marketing the product as a health supplement [10]. - Without proper registration or filing, the product cannot claim health benefits, as per China's Food Safety Law [10].

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the active research in life sciences and the global wave of biotechnology revolution, which is providing new solutions to major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for Biological Economy Development," indicating a trillion-yuan market potential in the biological economy [3][4]. Summary by Sections 1. Industry Market Dynamics - The synthetic biology sector has seen a decline of 8.90% in the recent week, ranking 32nd among various sectors [15]. - The synthetic biology index, which includes 58 companies, has underperformed compared to the Shanghai Composite Index and the ChiNext Index by 10.82% and 12.17%, respectively [4]. 2. Company Business Progress - Tianjin University has established the first synthetic biology and biomanufacturing college in China, aiming to cultivate innovative talents in response to the biotechnology revolution [7]. - Kasei Biotech and South Korea's 3P.COM have jointly established Hefei Hydrogen He New Materials Co., focusing on bio-based materials technology [8]. - The report mentions several projects and collaborations, including a biomass-based project by Luzhou Tianhua and Shanxi Coal Chemical Institute, and a partnership between Bio Island Laboratory and Wanhua Chemical [22][23]. 3. Industry Financing Tracking - The report notes an acceleration in financing for synthetic biology companies, with nearly a hundred companies completing new financing rounds since the beginning of 2025. For instance, Suzhou Yulu Qianxing Biotechnology completed several million yuan in Series A financing [27]. - Atlas Data Storage has raised $150 million in seed funding, setting a new record in the field, focusing on DNA storage technology [29].

扫码进 生物基新材料群 备注：姓名+公司+职位 资料来源： 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文 不构成任何投资建议！转载请注明来源！ 据中国化学消息，近日，由中国化学十六化建承建的微琪生物年产 3万吨合成生物PHA可降解材料项目 （一期） 通过竣工验收，标志着全国首条万吨级PHA生产线正式交付。 据悉，微琪生物是由 微构工场 与 安琪酵母 分别按照60%和40%的出资比例设立，已于2022年9月 29日完成工商注册登记，注册资本1亿元。 微琪生物3万吨PHA生物可降解材料项目是 国内拟建产能中规模最大的PHA产线 ，也是中国首条万吨 级PHA生产线 。 该项目占地约200亩，总投资10.5亿元，2023年6月正式动工，分两期建设。此次竣工的 一期 项目 总投资 2.5 亿元。 一期1万吨达产达效后，每年可实现销售额3.7亿元、税收3400万元左右。 项目采用 最前沿的生物发酵技术和先进的智能制造系统 ，规划建设集全流程自动化生产线、综合集成 信息管控平台、实时协同优化的智能生产体系、精细化能效管控于一体的绿色、安全、高效的智能工 ...

Core Viewpoint - The company is focusing on a dual business strategy of "pharmaceuticals + new energy materials," with significant growth driven by the African lithium mining project and technological innovation [1][6]. Group 1: Dual Business Strategy - In Q1 2025, the company achieved a net profit of 28.11 million yuan, a substantial increase of 868.91% year-on-year, primarily due to the operational capacity release of the lithium processing plant in Nigeria and cost optimization [2]. - The lithium mining project is a key step in implementing the dual business strategy, with the first processing plant in Nigeria now operating stably, and future expansion plans will be evaluated based on market demand [2]. Group 2: Pharmaceutical Sector - The company is increasing its R&D efforts, with 13 new patents added in 2024, including 2 invention patents, and steady progress in the development of heart failure drugs [3]. - The company is also expanding into overseas markets, with a pharmaceutical company established in Tanzania and a factory in Cambodia entering production [3]. Group 3: Regulatory Impact on Pharmaceutical Excipients - The implementation of new quality management regulations for pharmaceutical excipients is expected to enhance the company's market capacity and competitiveness [4]. - The regulations emphasize the responsibility of excipient manufacturers for product quality and require stricter management and oversight processes [4]. Group 4: Technological Innovation - The company has established new technology ventures focusing on electronic components and AI applications, indicating a strategic move towards integrating technology with its core business [5]. - There is a strong emphasis on AI and intelligent technology applications in the pharmaceutical excipient manufacturing sector, with plans to build an AI innovation platform [5]. Group 5: Future Outlook - The company aims to continue strengthening its dual business strategy, enhancing technological innovation, optimizing resource allocation, and improving operational efficiency to achieve steady growth in business performance [6]. - The clear strategic planning and proactive innovation spirit position the company well for high-quality development in a complex market environment [6].