/生物制造产业社群/ 让上下游聚在一起, 未来食农、绿色化工、大健康、美妆个护 等产业同行❤️↓ 资本事件 | 美尚洁生物 【SynBioCon】 获 悉 ，近日，江苏美尚洁生物科技有限公司 （以下简称 "美尚洁生物"）宣布已 成功完成数千万人民币的新一轮 A+ 轮 融资。 本轮募集资金将用于进一步加速公司在基因工程合成生物领域的研发投入， 推动其重组人源化胶原 蛋白产品的临床转化与市场拓展，并持续优化其技术平台 ，计划在宜兴落地新的三类器械生产管线 。 此外， 本轮跟投还有数千万的跟投额度，其它数家投资机构仍在积极跟进中。 自2018年成立以来，美尚洁生物始终深耕于基因工程合成生物科技领域，尤其在 重组人源化胶原蛋 白产品的研发及医疗应用 方面取得了突破性进展。此次融资的成功，不仅是对我们现有成果和未来 潜力的肯定，更是对我们坚持技术创新的有力证明。我们将以此为契机，进一步加大研发力度，加快 产品上市步伐，为医疗健康领域带来更安全、更有效的解决方案。" 美尚洁生物的核心竞争力在于其创新性的技术平台。 作为 国内首家基于 AI 技术进行重组融合蛋白 研发 的公司， 已成功运用 AI模型技术完成了序列片段的多样 ...

Core Viewpoint - The article highlights the investment in Sichuan Yingjiaohesheng Technology Co., Ltd., a major producer of steviol glycosides, emphasizing its innovative approach using synthetic biology and its significant market potential in the sugar substitute industry [5][8]. Group 1: Company Overview - Yingjiaohesheng was established in 2015 and focuses on producing natural products using synthetic biology technology, with applications in pharmaceuticals, health supplements, and food and beverages [8]. - The company is recognized as one of the largest suppliers of steviol glycosides in China and has successfully entered the U.S. market since 2019, becoming part of the global supply chains of several international food and beverage companies [8][10]. - Yingjiaohesheng's product line includes coenzyme Q10, new steviol glycosides, β-nicotinamide mononucleotide (NMN), and vanillin, covering multiple sectors [8]. Group 2: Market and Technology - Steviol glycosides are a key component in many "zero-calorie" food and beverage products, with a caloric value only 1/300 that of sucrose, making them a popular sugar substitute [6][8]. - The company’s unique technology route—synthetic biology—offers significant cost advantages over traditional extraction methods, which have low yield and high waste [10]. - Synthetic biology allows for the production of steviol glycosides at a scale that can surpass traditional methods, with one fermentation tank yielding the equivalent of thousands of acres of stevia plants [10]. Group 3: Industry Context and Policy Support - The synthetic biology sector in China has seen increased investment and policy support, with total annual investments ranging from 50 to 100 billion RMB from 2018 to 2020, and a significant surge in 2021 [14][15]. - Chengdu, where Yingjiaohesheng is located, has strategically positioned itself as a hub for the biopharmaceutical industry, with a total scale of 350 billion RMB in the health industry as of 2023 [19][20]. - The city has implemented policies to foster the development of synthetic biology, aiming to create a robust ecosystem that integrates innovation, capital, and industry [21][22].

Core Viewpoint - The article emphasizes the critical role of new materials in driving technological advancements and economic growth, particularly in sectors like artificial intelligence, aerospace, and energy. It highlights China's new materials industry, which has surpassed 82 trillion yuan in scale, and outlines key development tasks to enhance strategic material autonomy and innovation [4][6]. Summary by Sections 1. Overview of New Materials - New materials are defined as those with superior properties or functions achieved through structural design, composition optimization, or process innovation. They encompass eleven core areas, including advanced basic materials, strategic materials, and cutting-edge materials. The new materials industry in China is projected to exceed 82 trillion yuan by 2024, with an annual growth rate of over 12% [6][5]. 2. Material Classification and Core Categories - **Advanced Basic Materials**: This includes high-strength steel, advanced non-ferrous metals, and high-performance chemical materials, which are essential for modern industrial systems and strategic emerging industries [9][11][12]. - **Strategic Materials**: High-end special materials for equipment, new generation information technology materials, and renewable energy materials are crucial for national security and technological independence [14][15][18]. - **Cutting-edge Materials**: This category includes low-dimensional materials, quantum information materials, and advanced energy materials, which are at the forefront of research and development [22][23][24]. 3. Key Development Tasks - The report outlines eight key development tasks focused on ensuring the autonomy of strategic materials, enhancing innovation capabilities, and addressing core challenges in performance breakthroughs and process barriers [4][66].

Core Viewpoint - Betta Pharmaceuticals (300957.SZ) aims to enhance its comprehensive competitiveness and profitability by becoming a limited partner in a new investment fund focused on the healthcare industry [1] Group 1: Investment Details - The company will invest 50 million yuan as a limited partner in the Wuxi Jinyu Maowu Medical Health Industry Investment Partnership, holding a 5% share in the fund [1] - The fund is established in collaboration with several partners, including Wuxi Jinjiao Investment Partnership and Jiangsu Wuxi Biomedical Industry Special Mother Fund [1] Group 2: Investment Focus - The partnership will primarily invest in sectors such as consumer healthcare, quality improvement of national health, pharmaceuticals (including synthetic biology and innovative drugs), medical devices, supportive medical industries, and AI-driven pharmaceuticals [1]

Core Viewpoint - Betaini (300957) has signed a partnership agreement with Wuxi Jinyu Maowu Medical Health Industry Investment Partnership, committing 50 million yuan as a limited partner, acquiring a 5% stake in the fund [1] Investment Details - The investment will focus on sectors such as consumer healthcare, national health quality improvement (including wellness, medical aesthetics, special medical foods, and functional foods), pharmaceuticals (including synthetic biology and innovative drugs), medical devices, supportive medical industries, and AI in pharmaceuticals [1]

Core Viewpoint - The company, Betaini (300957.SZ), has signed a partnership agreement with Wuxi Jinyu Mao Medical Health Industry Investment Partnership (Limited Partnership), committing to invest 50 million yuan, which will give the company a 5% stake in the fund [1] Investment Details - The investment will be managed by Jinyu Mao Investment Management Co., Ltd. [1] - The partnership primarily focuses on sectors such as consumer healthcare, national health quality improvement (including wellness, medical aesthetics, special medical foods, and functional foods), pharmaceuticals (including synthetic biology and innovative drugs), medical devices, supportive medical industries, and AI in pharmaceuticals [1]

Core Viewpoint - Betta Pharmaceuticals (300957.SZ) has signed a partnership agreement with Wuxi Jinyu Maowu Medical Health Industry Investment Partnership, committing 50 million yuan as a limited partner, acquiring a 5% stake in the fund [1] Investment Focus - The partnership will primarily invest in sectors such as consumer healthcare, national health quality improvement (including wellness, medical aesthetics, special medical foods, and functional foods), pharmaceuticals (including synthetic biology and innovative drugs), medical devices, supportive medical industries, and AI-driven pharmaceuticals [1]

Core Viewpoint - The article discusses the upcoming China Industrial Biotechnology Innovation Forum and Bio-Manufacturing Industry Conference, emphasizing its role in promoting high-quality development in synthetic biology and bio-manufacturing through collaboration among various sectors [3][4]. Conference Overview - The conference has been held annually since 2007, becoming a significant platform for communication, showcasing, and collaboration in the field of industrial biotechnology and bio-manufacturing in China [3]. - The theme for the 2025 conference is "Synthetic Biology Driving Bio-Manufacturing," scheduled for October 24-26, 2025, at the Tianjin Binhai Crowne Plaza Hotel [4]. Organizational Structure - The event is organized by several prominent institutions, including the Chinese Society of Biotechnology and the Tianjin Institute of Industrial Biotechnology [4]. Conference Agenda - The agenda includes a series of forums focusing on various topics such as AI in bio-manufacturing, industrial strain innovation, and green biosynthesis of chemicals, with notable speakers from leading universities and research institutions [5][8][11][13]. Registration Information - Registration fees are set at 2500 RMB for regular attendees and 1500 RMB for students, with the registration period starting from October 1, 2025 [24][25]. Accommodation Guide - Several hotels near the conference venue offer discounted rates for attendees, with prices ranging from 299 RMB to 800 RMB per night, including breakfast [28][29][30].

Core Viewpoint - The article emphasizes the rising importance of biomanufacturing as a strategic and innovative field that disrupts traditional production methods, presenting it as a new growth point for optimizing industrial structure and transforming economic models. The release of the "2025 China Synthetic Biomanufacturing Industry Development White Paper" highlights the current state, trends, and challenges of the biomanufacturing industry in China [1]. Group 1: Current State and Trends - The white paper outlines the development status and trends of biomanufacturing, analyzing the global landscape and key platform facilities [5]. - It compares the biomanufacturing sectors of China and the United States, identifying competitive advantages and areas for improvement [5]. - Future development trends in biomanufacturing are discussed, indicating a shift towards more integrated and sustainable practices [5]. Group 2: Policy Landscape - The report reviews major policies affecting biomanufacturing both domestically and internationally, providing insights into regulatory frameworks that shape the industry [5]. - It highlights the importance of supportive policies in fostering innovation and growth within the biomanufacturing sector [5]. Group 3: Industry Map and Applications - A comprehensive map of the Chinese biomanufacturing industry is presented, detailing key players and their roles [5]. - The report identifies critical application areas for biomanufacturing, including pharmaceuticals, food, personal care, agriculture, chemicals, materials, and energy [5]. Group 4: Key Enterprises - The white paper lists the top 10 leading enterprises in China's biomanufacturing industry, showcasing their contributions and market positions [6]. - It also details the strategic directions of 15 publicly listed companies in the field of synthetic biology, summarizing their development strategies [6]. Group 5: Investment and Challenges - The report examines the investment landscape in synthetic biology from 2024 to mid-2025, providing data on funding trends and investor interest [6]. - It discusses the challenges faced by the biomanufacturing industry in China, including technological barriers and market competition, and offers targeted policy recommendations to address these issues [6].

Core Viewpoint - Anhui Huaheng Biotechnology Co., Ltd. (Huaheng Bio) has submitted an application for listing on the Hong Kong Stock Exchange, marking a significant step in its global strategy as a leader in synthetic biology [1][9] Company Overview - Huaheng Bio claims to be a global pioneer in synthetic biology, holding market shares of 43.3% in L-alanine and 26.9% in L-valine, leading the industry [3] - Revenue is projected to grow from 1.419 billion yuan in 2022 to 2.178 billion yuan in 2024, with a remarkable 46.54% increase in the first half of 2025, reaching 1.489 billion yuan [3] Financial Performance - Despite revenue growth, Huaheng Bio's profitability is under pressure, with gross margin dropping from 40.4% in 2023 to 24.8% in 2024, nearly halving [4] - In the first half of 2025, net profit fell by 23.26% to 115 million yuan, with gross margin further declining to 23.5% [4] - The company attributes these declines to a significant drop in average selling prices of amino acids and vitamins, highlighting the risk of a relatively narrow product structure [4] Industry Context - The synthetic biology sector has promising prospects, with the global bio-based product market expected to grow from $42.1 billion in 2024 to $109.1 billion by 2035, at a compound annual growth rate of 6.4% [5] - Government support for the bio-manufacturing industry in China, driven by carbon neutrality goals, provides a strong backing for the sector [5] Challenges Faced - Huaheng Bio acknowledges several risks in its prospectus, including changes in international trade policies, fluctuations in raw material prices, production technology iterations, and intellectual property protection [5] - The imposition of a 53.9% temporary anti-dumping duty by the EU and uncertainties regarding U.S. tariffs on Chinese goods cast a shadow over the company's overseas operations [5][6] Expansion and Financial Health - Huaheng Bio has rapidly expanded, operating four production bases across three provinces in China and continuing to increase capacity in Inner Mongolia [7] - The company's debt ratio was high, with asset-liability ratios of 68.3% in 2023 and 60.4% in 2024, and a net current liability of 626 million yuan at the end of 2023 [7] - The funds raised from the Hong Kong listing are intended for global expansion, technology research and development, capacity upgrades, and working capital, reflecting the company's need for financial resources [7] Common Dilemmas in the Industry - Huaheng Bio's situation mirrors the common challenges faced by Chinese synthetic biology companies: technological leadership but unproven commercialization capabilities, rapid expansion but unstable profitability, and a solid domestic market but challenges in internationalization [8] - The company has established partnerships with several research institutions, including the Chinese Academy of Sciences, emphasizing its commitment to research and development [8] Future Outlook - The decision to list in Hong Kong is driven by the market's international advantages and the need for funding to support global expansion [9] - While Huaheng Bio possesses a first-mover advantage and technological accumulation in synthetic biology, uncertainties in commercialization paths and challenges related to product concentration, profitability fluctuations, and complex international trade environments remain [9] - The company must balance technological investment with commercial returns and navigate the changing international market landscape to achieve its goal of transitioning from a "China leader" to a "global leader" [9]