Core Viewpoint - The article discusses the intensifying global competition for carbon neutrality and how the bio-based industry can address three major contradictions: reliance on upstream raw materials, certification barriers in the midstream, and limitations in downstream applications [1] Group 1: Event Overview - A closed-door meeting focused on industry breakthroughs was held from May 25-27 during the 2025 Bio-based Conference and Exhibition in Shanghai [4] - The "2025 Bio-based Industry Strategic Seminar" was co-hosted by DT New Materials and the Zhoushan Investment Promotion Center [4] - 25 representatives from industry associations, well-known brands, material companies, and research institutions gathered to discuss three core topics: market reshaping, policy collaboration, and technological breakthroughs [6] Group 2: Key Insights from the Opening Report - The opening report emphasized that bio-based materials are a core pathway for the chemical industry to achieve sustainable development [8] - It highlighted that China's "dual carbon" policy is accelerating implementation, with industry associations promoting collaborative development through policy recommendations, standard setting, and technological rewards [8] Group 3: Brand User Demands - Certification and traceability have become essential prerequisites for collaboration, with international brands requiring non-food bio-based raw material certification [10] - Brands are generally willing to accept a price increase of up to 10%, but significant cost increases could hinder market promotion [11] - Performance must be contextualized, with specific demands for lightweight and decorative bio-based materials in automotive parts and integrated packaging solutions in cosmetics [11] Group 4: Strategies for Bio-based Material Companies - The industrialization of FDCA (2,5-furandicarboxylic acid) faces challenges, with current prices being 40 times that of PTA, making large-scale production crucial for cost reduction [14] - Companies need to identify unique value scenarios beyond merely replacing petroleum-based materials [14] - There is a call for policy collaboration to align with the EU's Packaging and Packaging Waste Regulation (PPWR) and to develop a bio-based materials standard system in China [14] Group 5: AI Empowerment in Bio-manufacturing - Companies shared practices of using AI to reduce R&D costs by 30% through protein modification, enhancing enzyme efficiency, and shortening development cycles [16] - Addressing purity issues is critical for high-end applications, with a need for collaboration across the entire supply chain [16] Group 6: Zhoushan's Strategic Positioning - Zhoushan aims to become a new hub for the bio-based industry by attracting projects related to PLA, PHA, FDCA-PEF, and other materials, providing comprehensive support [17] - The region has already gathered benchmark companies, indicating an initial scale of the industry chain ecosystem [17] Group 7: Consensus on Industry Collaboration - The meeting reached three core conclusions: 1. Non-food raw materials are essential for large-scale commercialization, requiring dual drivers of policy and technological innovation [20] 2. Accelerating the establishment of carbon footprint standards aligned with international norms is necessary to break down green trade barriers [20] 3. Collaboration between brands and material suppliers is needed to shift from performance substitution to value creation [20] - The meeting emphasized that bio-based materials represent a shift in competition rather than a shortcut, necessitating collective efforts across the entire industry chain to overcome the "valley of death" from laboratory to large-scale production [20]

Core Viewpoint - The establishment of the American Bio-Manufacturing Alliance (AAB) aims to enhance the U.S. bio-manufacturing capabilities, promote domestic innovation, and increase the country's influence in the rapidly growing global bio-economy [1][2] Group 1: Alliance Formation - The AAB was formed on May 21, 2023, and includes stakeholders from the bio-manufacturing sector, such as CEOs from Manus, Pivot Bio, Novonesis North America, Kula Bio, and LanzaTech Global [1] - The formation of the alliance follows a call from the emerging biotechnology national security council (NSCEB) for a coordinated national strategy to strengthen U.S. leadership in the field [1] Group 2: Objectives of AAB - AAB has two main objectives: to increase demand for bio-based products and technologies in the U.S. and to ensure a comprehensive market for existing and emerging bio-products [2] - Founding members highlighted the economic and environmental potential of bio-manufacturing, emphasizing the development of low-cost, high-performance agricultural inputs to reduce reliance on global supply chains [2] Group 3: Industry Impact - Bio-manufacturing is applicable across various sectors, including agriculture, energy, chemicals, materials, nutrition, and pharmaceuticals, utilizing biological materials to produce sustainable products [1] - The global bio-manufacturing market is currently valued at $20 billion and is expected to experience significant growth over the next decade [1]

Core Insights - The 10th Bio-based Conference and Exhibition was held in Shanghai from May 26-27, 2025, focusing on AI-enabled innovation in new materials and applications in bio-based materials [1][3][19] - The conference featured discussions on the development trends of the bio-manufacturing industry in China, highlighting its potential as a global bio-manufacturing center [3] - Various experts presented on the integration of AI in chemical new materials research and production, emphasizing the challenges and opportunities in this field [7][16] Group 1: Industry Trends and Insights - YiKai Capital's partner shared insights on the definition and market size of the global and Chinese bio-manufacturing industry, along with development trends and capital market reviews for 2024 and 2025 [3] - The Shanghai Academy of Science's researcher discussed a dual-driven molecular pre-training model that significantly improved reaction selectivity by five times and designed new biodegradable polymer materials [5] - The roundtable discussions included perspectives from investment institutions and scientific experts on how AI can enhance the efficiency of bio-based material research and development [9][15] Group 2: AI Applications in Material Science - The market director of Magnesium Technology presented on the application of AI in the research and production of chemical new materials, addressing the challenges faced in implementing these technologies [7] - A report on high-resolution atomic imaging analysis using deep learning highlighted the limitations of traditional models and introduced a new framework for analyzing structural diversity [11] - The application of AI in polymer material design was discussed, showcasing recent advancements and case studies in composite materials and organic photovoltaic materials [13]

Core Insights - The Guangdong food industry is experiencing a transformation through the integration of artificial intelligence and data management, enhancing productivity and efficiency [1][4][5] - The "2025 Food Season" initiative aims to stimulate domestic demand and promote the transformation of the food industry in Guangdong [3][4] Group 1: Industry Development - Guangdong's food industry is projected to generate nearly 900 billion yuan in revenue by 2024, ranking among the top in the country [2] - The province has established a "One Area, One Belt, All-Around Support" industrial development framework, with major cities like Guangzhou, Foshan, and Dongguan each exceeding 100 billion yuan in food industry scale [2] - As of now, there are 25 provincial food industrial pilot counties, with 48% of the counties recognized for their innovative and competitive practices [2] Group 2: Technological Integration - The application of AI across the food production chain is set to optimize resource allocation and improve management efficiency [4][5] - Notable advancements include the establishment of a digital intelligent demonstration factory by Jianlibao in Foshan, which has improved capacity utilization by 16% and reduced costs by 14% [4] - Hai Tian's factory has been recognized as a world-class "Lighthouse Factory," utilizing an "AI electronic nose" to standardize flavor profiles in soy sauce production [5] Group 3: Regional Specialization - Different pilot counties are developing unique industrial paths, such as Meizhou's focus on selenium-rich and longevity foods, generating over 3 billion yuan annually [2] - Chaozhou's production of salted chicken has established a complete industry chain, capturing over 80% of the national market share for its products [2] - Huizhou's Borou County has transitioned from raw material sales to a comprehensive industry chain, supported by a 5 billion yuan investment in agricultural processing [3]

Core Insights - The article emphasizes the importance of biomanufacturing as a new industry that leverages biological functions for large-scale material processing and transformation, contributing to industrial goods for societal development [1] - Hubei province aims to advance technological and industrial innovation by balancing the transformation of traditional industries with the cultivation of emerging and future industries [1] Group 1: Biomanufacturing Development in Hubei - Hubei has a solid foundation for developing biomanufacturing, supported by its strong biological industry and innovation capabilities [2] - The province has 11.5 million biopharmaceutical companies and 36,452 biopharmaceutical patents, with Wuhan housing 42,080 biopharmaceutical companies and 19,791 patents [2] - Biomanufacturing is seen as a new growth point for Hubei's biological industry, creating new materials and ensuring sustainable production methods [2][3] Group 2: Educational and Research Initiatives - Hubei University is focusing on enhancing its capabilities in synthetic biology and biomanufacturing to support the province's industrial layout [3] - The university is investing in talent, platforms, and research to address the bottlenecks in industrial transformation and to develop core technologies in biomanufacturing [3][5] - Hubei University has established a synthetic biology innovation consortium with leading enterprises to drive the development of biomanufacturing in the region [3] Group 3: Strategic Planning and Integration - Hubei's future biomanufacturing development should align with China's modernization goals, focusing on economic and social benefits [4] - The province plans to create a 5-10 year development plan for biomanufacturing, emphasizing foundational biotechnology upgrades and high-value biological product development [4][5] - The strategy includes attracting leading companies in the biomanufacturing sector to enhance resource integration and support the growth of related academic disciplines [5]

Core Viewpoint - The article highlights the advancements and innovations of Suzhou Juwei Yuanchuang Biotechnology Co., Ltd. in the field of bio-manufacturing, particularly focusing on the use of straw as a raw material for producing high-quality glucose and other bio-based products, aligning with sustainability goals and carbon reduction strategies [1][6][11]. Group 1: Company Overview - Suzhou Juwei Yuanchuang Biotechnology Co., Ltd. specializes in bio-manufacturing using straw as a raw material, developing a full chain of self-research and production capabilities [11]. - The company has established a straw saccharification and bio-manufacturing capacity of 100,000 tons per year [6][11]. - The core management team comprises experts from prestigious institutions such as Tsinghua University and MIT, with extensive research achievements in various fields [11]. Group 2: Product Offerings - The company showcased a series of products at the 10th Bio-based Conference, including straw-derived glucose, lignin, oligosaccharides, and non-food-based succinic acid [1][6]. - The straw sugar source can be widely used in the production of bio-based materials, animal nutrition products, and industrial enzymes [9][11]. Group 3: Industry Impact - Bio-manufacturing is positioned as a crucial driver for creating greener and more sustainable production models, with straw sugar as a key component for cost reduction and efficiency improvement [6]. - The company's innovations are expected to significantly reduce carbon emissions, aligning with the "dual carbon" strategic goals [6]. Group 4: Sample Distribution Initiative - The company is offering 1,000 free samples of its products, inviting various units to apply for trial use [5][9]. - The application process involves verifying information and tracking project progress through various communication methods [8][10].

「璀璨女性」 为创业邦推出的系列栏目，致力于报道商界、投资界的女性力量，展现她们管理的智 慧，分享她们在困境中破局的勇气与力量。 作者丨卜松 编辑丨刘恒涛 图源 丨 元素驱动 元素驱动 （ 杭州）生物科技有限公司 （ 以下简称元素驱动 ）总部坐落在杭州西郊， 从大楼外观上看， 它 在园区 内 显得 并不特别 ，颇有"大隐隐于市"的味道。 然而，它 却是一家以前沿科技为驱动力，着眼打造人类未来生活图景的高科技企业。它以合成生物技 术，革新着传统化工产品的生产资源、生产方式，生产出新的产品或提高现有产品的生产效率——这就 是生物制造。 成立仅四年，元素驱动实现了绿色合成氨基酸、生物基高性能新材料的产品布局，从实验室走向了生产 线。刘旻昊是元素驱动的联合创始人、董事长，她正在带领团队，与传统企业携手，用生物制造方式来 解决行业绿色升级的难题。未来 ， 也许能见到他们用 生物合成氨基酸100%代替豆粕 养殖生猪 ； 也许还 能见到生物基材料被应用在与人类生活息息相关的各种领域。 元素驱动是西湖大学孵化的科技企业。 作为 全程参与西湖大学创办 的核心成员，刘旻昊曾 担任西湖大 学校长助理、西湖教育基金会秘书长、理事长。 ...

Core Viewpoint - Synthetic biology and biomanufacturing have gained significant attention and support from various sectors, including government, academia, and industry, highlighting their importance in driving innovation and economic growth in the biological economy [1][17]. Group 1: Event Overview - The SynBio China Third China Synthetic Biology "Scientists + Entrepreneurs + Investors" Expo will be held on August 1-2, 2025, at the Suzhou International Expo Center [3]. - The expo will feature seven sub-conferences, including discussions on synthetic biology applications in health, food, and cosmetics [3][11][15]. - The event aims to gather over 20,000 participants, showcasing the growing interest and investment in synthetic biology [3][33]. Group 2: Industry Challenges and Opportunities - Despite rapid concept dissemination, the synthetic biology industry in China faces challenges such as scaling production, realizing product value, and fostering market development [17]. - Synthetic biology is viewed as a key to understanding life and a disruptive technology that can significantly enhance China's biological economy [17]. - The industry is focused on promoting collaboration between research and enterprises to facilitate the translation of scientific achievements into practical applications [17][20]. Group 3: Technological Innovations - Advances in synthetic biology include the development of high-throughput reactors, enzyme catalysis, and microbial drug synthesis, which are crucial for biomanufacturing [8][12][15]. - Innovations in functional ingredients and personalized health foods driven by synthetic biology are expected to reshape the food industry [11][14]. - The application of synthetic biology in cosmetics and medical aesthetics is also being explored, with a focus on bio-synthesized ingredients [15][18].

Core Points - The Guangxi government has issued the "2025 Work Points for Optimizing the Business Environment," outlining 28 key tasks and 154 specific actions to enhance the "Business Guangxi · Convenient in Gui" service brand [1] - The focus is on creating a fair, orderly, transparent, open, and efficient business environment, with 26 key initiatives planned for this year [1] Group 1 - Key initiative includes exploring the application of "land codes" for lifecycle management of planning and construction, aiming to reduce documentation and processing time through inter-departmental data sharing [2] - The industrial project approval process will shift to a phased acceptance model, allowing for earlier production and financing [2] - Remote virtual service windows will be established, utilizing technology for identity verification and interactive assistance [2] Group 2 - The government aims to enhance communication with enterprises and improve problem-solving capabilities by establishing a regular communication mechanism and involving a majority of private and small business representatives in policy-making [3] - The "immediate response" mechanism for business complaints will be improved, providing multiple channels for businesses to voice their issues [3] - A comprehensive reform and innovation mechanism for the business environment will be developed, promoting replicable and scalable best practices [3]

Core Insights - The article emphasizes the importance of storytelling in capital markets, suggesting that a compelling narrative can be more valuable than a good product when traditional metrics like PE ratios fail [1][12] - The concept of "Market Dream Rate" (市梦率) emerges as a new dimension for evaluating investments, driven by capital expectations and the ability to tell a convincing story [1][12] Group 1: Market Dream Rate - "Market Dream Rate" reflects the pricing logic driven by future expectations, where the ability to narrate a story effectively can lead to market favor [1][4] - The phenomenon is illustrated through a case of a solar inverter company that, despite stagnant performance, saw its stock price surge after announcing ambitious plans in satellite internet and energy IoT, showcasing the power of "dream premium" [4][12] Group 2: Key Variables of Market Dream Rate - Three core variables underpinning "Market Dream Rate" are identified: completeness of the story, verifiability of the path, and capital participation [4][5] - Completeness involves presenting a comprehensive narrative that answers why the company can succeed and how it stands out from competitors [5] - Verifiability emphasizes the need for credible stories, as unsupported claims can lead to failed investments and regulatory scrutiny [5][10] - Capital participation highlights the necessity of having a clear path for capital entry and exit, ensuring that the story is not just theoretical [5] Group 3: Storytelling Techniques - Common techniques for crafting compelling narratives include borrowing concepts from trending topics, creating unique labels through certifications, and establishing credible team backgrounds [6][7] - Clear pathways for future financing and growth milestones are essential to assure investors of potential returns [8] - Leaving hints or open-ended information can stimulate investor imagination and interest [9] Group 4: Regulatory Considerations - The article notes that regulatory bodies are increasingly vigilant about the storytelling phenomenon in capital markets, emphasizing that narratives must align with fundamental realities and avoid deceptive packaging [10] - Compliance in storytelling is portrayed as both an art and a technical skill, essential for maintaining credibility [10] Group 5: Future Outlook - The article raises questions about the sustainability of "Market Dream Rate" in a future characterized by stricter regulations and more discerning investors, suggesting that the ability to tell a credible story will become a competitive advantage [13]