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].

在全球 塑料污染治理 与 碳中和目标 的双重背景下， 上海蓝晶微生物科技有限公司 研发团队近期联合复旦 大学，在国际学术期刊 Metabolic Engineering 同期发表两项技术创新成果，并联合牛津大学在 Resources, Conservation & Recycling 发布全球首个基于真实生产数据的 聚羟基脂肪酸酯 （ PHA） 全生命周期碳足迹 研究。 这一系列工作通过自主开发的「 生物混动 」Biohybrid 技术体系， 在 PHA 工业化生产的单位产量、单位成 本控制和碳足迹控制方面达到文献报道最高水平。 油基碳源路线的理论突破与工业化验证 传统 PHA 生产依赖葡萄糖等糖类碳源，其理论质量转化率上限为 57%，对应碳源成本下限为 825 美元/吨。 蓝晶研发团队通过原子经济性分析发现，以长链脂肪酸为主的油脂碳源因其 75% 的碳原子占比且代谢无碳 损失，理论质量转化率可达 130%，碳源成本下限降低至 590 美元/吨。基于此，研究团队选择具有油脂代谢 优势的 罗氏真养菌 （ Cupriavidus necator H16） 为工业菌株，在补料分批发酵中实现 175 克/升的 PHA ...

Core Viewpoint - The article discusses the potential of synthetic biology to transform Mars into a habitable environment for humans, leveraging advanced technologies to engineer biological systems that can survive and thrive in Martian conditions [1][3]. Group 1: Synthetic Biology Overview - Synthetic biology is an emerging interdisciplinary field that integrates biology, physics, and chemistry to create new biological systems or products [2]. - Key technologies supporting synthetic biology include gene editing and sequencing, with CRISPR/Cas9 being a notable advancement that enhances precision and efficiency in genetic modifications [2]. - The potential economic value of synthetic biology is projected to reach $4 trillion within the next 10-20 years, with 60% of global products potentially being produced or repurposed using synthetic biology techniques [3]. Group 2: Mars Transformation Strategies - Microorganisms could be engineered to absorb harmful radiation on Mars, similar to extremophiles on Earth that thrive in harsh environments [4]. - Certain anaerobic microorganisms can detoxify Martian soil, which contains harmful perchlorates, by converting them into harmless chloride ions [4]. - There is a theoretical possibility of designing microorganisms that can survive on Mars and release oxygen and nitrogen, thereby altering the Martian atmosphere [5]. Group 3: Climate and Environmental Modifications - The average temperature on Mars is approximately -27°C, and one proposed method to warm the planet involves installing reflective mirrors in space to melt ice, although this could take around 200 years [6]. - Synthetic biology could expedite the warming process by engineering microorganisms to produce greenhouse gases, enhancing the greenhouse effect on Mars [6]. Group 4: Challenges and Considerations - The implementation of microbial engineering on Mars faces significant challenges, including the effects of low gravity and space radiation on biological processes [7]. - There are concerns about the ecological impact of introducing engineered microorganisms to Mars, which could disrupt any existing Martian life forms [7]. - Open discussions regarding the potential ecological consequences and guidelines for introducing synthetic biology to Mars are deemed essential for future missions [7].

Group 1 - A new study published in the journal "Cell" highlights the use of generative artificial intelligence (AI) to design synthetic DNA sequences that act as "gene switches" to control gene expression in specific mammalian cells, marking a milestone in synthetic biology [1][2] - The AI model was trained to predict suitable combinations of DNA letters (A, T, C, G) to create DNA fragments that do not exist in nature, allowing for tailored gene expression patterns in specific cell types, such as enabling stem cells to develop into red blood cells instead of platelets [1][2] - The research team conducted over 64,000 experiments over five years to build the largest synthetic enhancer database for blood cells, testing 38 different transcription factor binding site arrangements and tracking enhancer activity across seven stages of blood cell development [2] Group 2 - The ability to create artificial enhancers that function as precise "on/off" switches in specific cells significantly reduces side effects on healthy cells, which is crucial for the development of next-generation gene therapies [2] - The study revealed interesting phenomena, such as some enhancer combinations exhibiting "negative synergistic effects," where two factors that individually promote gene expression can inhibit activity when combined, providing new insights into gene regulation [2][3] - This advancement opens new avenues for personalized medicine and precision gene therapy in the future [3]

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 合成生物学:多学科的融合产物,生命科学的拆解和再创造的过程, 图:产业中的合成生物学主要指利用生物质发酵产生各种有价产品 图:DBTL循环是合成生物学的核心 刘虎虎, 田云, 走进合成生朝学 [J], 科学, 2023, 75 (02) : 30–34–69. 。 国信证券经济研究[ 适多必阅读正文之后的免费声明及其暗下所右内容 合成生物学:是生物基材料来源的方式之一,对生命编程的过程 图:人工基因组的设计、合成与应用 组装、重组与替换 图码千打展 人 TDNA 人工基因组 资料来源:CNKI,国信证券经济研究所整理 请务必阅读正文之后的免责声明及其硕下所有内容 ◆ 合成生物学是一门融合了生物学、信息学、基因组学、化学等多学科的交叉学科，在学习自然生命系统的基础上，建立人工生物，制造出满足人类需 求产品。合成生物学由于实现了从"认识生命"到"设计生命"的跨越,被学界誉为第三次生物技术革命。合成生物学的核心在于经改造的底盘细胞 通过其自身代谢，表达植入的特定基因从而获得目标产品，因此选择合适的底盘细胞并通过基因 ...

Core Insights - The company aims to enhance its market competitiveness in the food, nutrition, and beauty sectors by investing in Peisheng Biotechnology to promote the application of new raw materials in consumer products [1][2] - The establishment of Beijing Kaiyuan Juliy aims to leverage the capital and talent resources in the capital city to improve the company's professional capabilities in business expansion and capital operations, driving a dual strategy of "industry + capital" [1] Product Pricing and Market Strategy - The sales prices of products such as erythritol, blended sugars, and allulose will fluctuate based on specifications, business conditions, and market competition, with a dynamic adjustment throughout the year [1] - The company has a competitive edge in production technology and cost control for tagatose, which is currently in an active promotion phase, with market pricing being continuously optimized based on market feedback [1] New Product Development - The company is committed to innovation-driven growth, focusing on synthetic biology and advancing new product research and industrialization [2] - A new 10,000-ton production line for allulose is under rapid construction, aiming to secure a first-mover advantage in the fast-growing market once approved for domestic use [2] - The existing 85,000-ton erythritol production line is undergoing upgrades to enable flexible manufacturing capabilities across multiple products, significantly reducing new product line construction costs and enhancing market responsiveness [2] - The company is optimizing production processes for high-activity biological raw materials like glycerol glycosides and sweet tea glycosides, with plans for small-scale production based on technology maturity and market demand [2]

Core Viewpoint - The petrochemical industry is undergoing significant transformation, with a focus on technology-driven quality and efficiency improvements in new capacity additions, highlighting opportunities in high-end and differentiated markets such as new materials and fine chemicals [1] Group 1: Role of Engineering Construction Enterprises - Engineering construction enterprises should emphasize innovation leadership to seize new market opportunities and inject strong momentum into sustainable development [1] - The enterprises need to enhance their technological innovation capabilities and establish a comprehensive innovation system focused on results transformation [1] - There is a need to explore core technologies related to energy transition and prioritize research on high-performance polymer materials and biomanufacturing as part of a "second growth curve" [1] Group 2: Innovation Platforms and Digital Development - Engineering construction enterprises should establish platforms for technology policy research, pilot verification, and technology application to facilitate the industrialization of technological achievements [2] - Collaboration with universities, research institutions, and enterprises is essential to integrate various technological verification resources and promote technology sourcing and transformation [2] - The enterprises must advance digital and intelligent development, enhancing information management and integrating artificial intelligence into business processes to create exemplary models in the engineering construction sector [2]

结果显示，在取自石油炼化厂和氯碱化工厂的高盐废水中，该菌株仅需2天即可净化其中同时存在 的5种有机污染物。 这项研究成功开发了基于需钠弧菌的复合污染物工程菌构建平台，实现了从代谢通路的挖掘、设计 和合成到单一、复合污染物降解菌株的构建、测试，以及在实际工业废水样本处理应用的全流程，为石 化、氯碱等高盐废水处理、海上石油泄漏、微塑料污染等全球性挑战提供了生物解决方案。同时， INTIMATE技术为多基因簇工程底盘的构建提供了通用技术平台，使得同一菌株中多种代谢功能的整合 以及优质菌种的迭代功能拓展成为可能，可扩展至其他污染物降解体系的构建乃至天然产物合成、高值 化学品细胞工程构建等合成生物学应用场景。 5月7日，上海交通大学生命科学技术学院、微生物代谢全国重点实验室唐鸿志团队与中国科学院深 圳先进技术研究院/中国农业科学院深圳农业基因组研究所（岭南现代农业科学与技术广东省实验室深 圳分中心）戴俊彪团队合作，在《自然》上在线发表研究成果论文，这项研究用合成生物学方法构建了 需钠弧菌工程菌株，能在高盐工业废水和高盐土壤中同时降解多种有机污染物，为解决石化废水排污、 海洋石油泄漏等全球性环境问题提供了全新的技术方案。 ...