转自：合肥在线 文 | 合肥在线 李后祥 5月20日，华恒生物发布对外投资公告，公司拟投资3.2亿元，在合肥市长丰县建设"人工智能精准发酵 及蛋白质工程共享示范项目"。 通过本次投资，华恒生物拟采用先进的微生物发酵技术，结合人工智能精准控制发酵过程，引入自动化 设备和控制系统，实现生产过程的实时监控和优化，提高产品产量和质量，同时，通过精准智能分析、 决策、执行，建立精准调控发酵参数并形成自有数据库，以精准预测蛋白质智能设计的工程化开发。 华恒生物表示，在合成生物学、代谢工程等前沿技术的推动下，生物制造已从传统发酵向精准化、智能 化方向发展。本次投资有助于公司构建智能化生产体系，满足市场对高品质、低成本产品的需求，从而 提升企业核心竞争力，保持公司行业领先地位。 根据公告，此前，华恒生物于2024年5月25日与安徽长丰(双凤)经济开发区管理委员会签订了金额为3.9 亿元的投资协议，建设"人工智能驱动生物制造研发及中试示范基地建设项目"。 加上这次公布的投资项目，公司与安徽长丰(双凤)经济开发区管理委员会过去12个月已累计签订投资协 议总额达7.1亿元。 华恒生物是一家以合成生物技术为核心，通过生物制造方式，主 ...

Core Viewpoint - Bota Bio and Proya have entered a strategic partnership to integrate synthetic biology, artificial intelligence, and biomanufacturing for innovation in cosmetic ingredients and sustainable practices [1][3][4]. Group 1: Technological Innovation - The collaboration aims to reshape the paradigm of cosmetic ingredient development through an intelligent development system that combines high-throughput screening and machine learning, with a goal to create an innovative matrix of over 50 bioactive ingredients within three years [3]. - Three patented ingredients targeting sensitive skin repair and photo-aging protection are already in the pilot testing phase [3]. - Proya's Chief R&D Officer, Dr. Sun Peiwen, stated that they are establishing the industry's first AI model for evaluating the efficacy of bioactive ingredients, which is expected to enhance R&D efficiency by 300% [3]. Group 2: Market Transformation - The partnership will pioneer a new segment in "precision biological skincare," utilizing Bota Bio's modular biosynthesis technology to develop intelligent skincare products that adapt dynamically to different skin types and environmental conditions [3]. - The first product featuring "environment-responsive active ingredients" is anticipated to launch in 2025, with technology that allows ingredient activity to adjust automatically based on UV intensity [3]. Group 3: Sustainable Development - The collaboration aims to establish the beauty industry's first "negative carbon raw material" development standard, replacing traditional chemical extraction with biomanufacturing, which is projected to reduce the carbon footprint of raw material production by 65% [4]. - Progress has been made in developing biodegradable packaging materials [4]. - Bota Bio's CEO, Dr. Cui Hao, emphasized the need to redefine the beauty industry boundaries, asserting that beauty should not come at the expense of the environment [4].

作为新质生产力的代表，合成生物学、生物制造以及生物产业，近些年，受到来自政产学研用金 各方广泛关注和重点支持，多地政府将合成生物制造产业写进工作报告。 科学家、企业家和投 资家，在产业发展中发挥着重要作用。 融行业智慧、共襄盛举 第三届中国合成生物学"科学家+企业家+投资家"大会 SynBio China合成生物学与食品大健康产业大会 中国蛋白生物制造大会 美之原·合成生物学功能护肤大会 美之注·注射医疗美容产业大会 SynBio China合成生物学产学研对接会 SynBio China合成生物学新锐项目路演 聚产业力量、擘画未来 SynBio China第三届中国合成生物学"科学家+企业家+投资家"博览会 将于2025年8月1-2日在 苏州国际博览中心B馆 举办（同期举办 第七届CMC-China博览会 ）！ 本次博览会共包含7个子会议： 诚邀莅临，共襄盛举 展会名称： Synbio China 第三届中国合成生物学"科学家+企业家+投资家"博览会 展会 时间： 2025年8月1-2日 展会 地点： 苏州国际博览中心·B馆 展会 规模： 20000+ 主办单位： synbio深波 支持单位： Synbio ...

Core Viewpoint - The company, Huaheng Biotechnology, is investing 3.9 billion RMB to advance AI-driven biomanufacturing, establishing a research and pilot demonstration base for artificial intelligence in biomanufacturing [1][2]. Investment Purpose - The investment aims to transition biomanufacturing from traditional fermentation to precision and intelligence, ensuring the company maintains its industry leadership and meets market demands for high-quality, low-cost products [5]. - By integrating advanced microbial fermentation technology with AI, the company seeks to achieve real-time monitoring and optimization of production processes, enhancing both yield and quality [5]. - The investment will help establish an intelligent production system, improving the company's core competitiveness through precise control of fermentation parameters and the creation of a proprietary database for protein design [5]. Project Overview - Project Name: AI Precision Fermentation and Protein Engineering Shared Demonstration Project [9]. - Investment Amount: 3.2 billion RMB [9]. - Location: Changfeng County, Shuangfeng Economic Development Zone [9]. - Project Area: 64 acres [9]. - Expected Construction Period: 36 months [9]. - Construction will include new production workshops, finished goods warehouses, tank areas, office buildings, R&D buildings, and comprehensive buildings [9].

Core Viewpoint - Synthetic biology and biomanufacturing are gaining significant attention and support from various sectors, including government, academia, and industry, highlighting their potential as new productive forces in the economy [1][15]. 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 food health, protein biomanufacturing, and innovative skincare [3][4]. Group 2: Industry Trends - Synthetic biology is seen as a key to understanding life and a disruptive technology that can accelerate China's transition from a large to a strong biological economy [15]. - The industry faces challenges such as achieving large-scale production, realizing the value of synthetic biological products, and innovating core competitiveness [15]. Group 3: Applications and Innovations - Innovations driven by synthetic biology include the development of next-generation food additives, personalized health foods, and sustainable protein sources [9][12]. - The application of synthetic biology in cosmetics is also notable, with advancements in recombinant collagen and bioactive ingredients for skincare [13][16]. Group 4: Collaboration and Networking - The event aims to facilitate collaboration among innovators, industry experts, and investors, providing a platform for project promotion and industry guidance [18]. - Various types of projects are encouraged to participate, including startups and application-oriented enterprises in synthetic biology [22].

Core Insights - The China Securities Financial Technology Theme Index (930986) has shown a slight increase of 0.31% as of May 20, 2025, with notable gains in constituent stocks such as New Morning Technology (300542) up by 6.11% and Geling Deep Vision (688207) up by 3.74% [2] - A joint policy initiative from seven departments was released on May 13, 2025, aimed at accelerating the construction of a financial technology system to support high-level technological self-reliance, focusing on areas like artificial intelligence and quantum technology [2] Fund Performance - The Financial Technology ETF (516860) has seen a significant growth in scale, increasing by 61.76 million yuan over the past two weeks, ranking in the top third among comparable funds [3] - As of May 19, 2025, the Financial Technology ETF has achieved a net value increase of 58.29% over the past year, placing it first among comparable funds [3] - The ETF's highest single-month return since inception was 55.92%, with an average monthly return of 10.57% and a historical three-year holding profit probability of 96.75% [3] Risk and Fees - The Financial Technology ETF has a management fee of 0.50% and a custody fee of 0.10%, which are among the lowest in its category [4] - The tracking error for the ETF over the past two years is 0.046%, indicating the highest tracking precision among comparable funds [4] Top Holdings - As of April 30, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index account for 53.28% of the index, with Tonghuashun (300033) and Dongfang Caifu (300059) being the top two holdings [4]

Investment Rating - The report rates the banking industry as "Outperform" compared to the market [1] Core Insights - The central bank released financial data for April, indicating a significant increase in government bonds compared to previous years, with M1 and M2 growth rates widening. This suggests a recovery in M1 due to the impact of "reciprocal tariffs" [1] - A joint initiative by seven departments aims to accelerate the construction of a financial system that supports technological innovation, focusing on sectors such as artificial intelligence, quantum technology, and hydrogen energy storage [2][3] - The report emphasizes that the ongoing benefits in the banking sector remain a primary focus, recommending investment in banks like China Merchants Bank and Agricultural Bank of China [1] Summary by Sections Banking Sector Performance - The banking index rose by 1.44% this week, outperforming the Wind All A Index, which increased by 0.72%. The state-owned banks index increased by 0.42%, while the joint-stock banks index rose by 2.05% [11][12] - All A-share banks saw an increase, with the average rise for state-owned banks at 0.40% and joint-stock banks at 1.79%. Agricultural Bank of China had the highest increase among state-owned banks at 1.45% [15][18] Financial Market Conditions - The central bank's open market operations saw a net withdrawal of 350.1 billion yuan this week, with reverse repos totaling 486 billion yuan [29] - The SHIBOR overnight rate increased to 1.65%, up 16 basis points from the previous week, while the 7-day rate rose to 1.55%, an increase of 3 basis points [32][33] Bond Market Activity - The total bond market financing this week was 1,815.5 billion yuan, with a net financing increase of 665.35 billion yuan, reflecting a rise in government and financial bonds [42][46] - The yield on 1-year government bonds rose to 1.45%, an increase of 3 basis points, while the 10-year yield reached 1.68%, up 4 basis points [45][48]

Group 1 - The meeting focused on accelerating the construction of a modern industrial system in Guangdong, emphasizing the importance of Xi Jinping's expectations for the province [1][2] - Key tasks identified include strengthening advanced manufacturing, upgrading traditional industries, and fostering emerging industries such as artificial intelligence and low-altitude economy [2] - The government aims to enhance the innovation chain by focusing on core technologies in high-tech industries and promoting breakthroughs in fields like biomanufacturing and advanced materials [2] Group 2 - The meeting highlighted the need to cultivate modern enterprise entities and implement policies to stimulate market vitality, including the establishment of regulations for modern enterprise systems [2] - Efforts will be made to optimize the development environment, including the "Million Talents Gather in South Guangdong" initiative to improve the business environment [2] - Responsibilities were assigned to various research groups and relevant units to ensure effective collaboration and execution of tasks related to the modern industrial system [2][3]

Core Viewpoint - The article discusses the establishment and investment plans of招商凯赛生物材料 (Zhongshan Kaisa Biochemical Materials) in the production of bio-based composite materials, highlighting its commitment to green and sustainable manufacturing practices. Group 1: Project Overview - 招商凯赛生物材料 plans to invest 468.5 million yuan in an annual production project of 41,000 tons of bio-based composite materials, which includes 20,000 tons/year of composite products, 3,000 tons/year of photovoltaic frame products, and 18,000 tons/year of construction template products. The project is scheduled to be built from April 2025 to December 2026 [1]. - The bio-based polyamide is produced from renewable biomass resources, utilizing biological, chemical, and physical methods to create monomers for synthetic polyamide, resulting in a polymer material that is green, environmentally friendly, and renewable [1]. Group 2: Company Background - 招商凯赛生物材料 was established in December 2024, funded by Shanghai Kaisa Biotechnology Co., Ltd. The company focuses on the research and production of bio-based polyamide resins for composite product processing, emphasizing the green, low-carbon, and energy-saving characteristics of its products [2]. - The company has been actively developing new materials such as bio-based long-chain polyamides and high-temperature polyamides, while also promoting innovative projects like continuous fiber-reinforced bio-based polyamide composites and the utilization of agricultural waste [2]. Group 3: Collaboration and Future Plans - In May 2024, Hefei City signed a tripartite cooperation agreement with 招商创科 and 凯赛生物 to advance the development of the bio-manufacturing industry, with a total investment of approximately 5 billion yuan planned for the project in two phases [2]. - The first phase involves an investment of 1 billion yuan, which includes the composite project and bio-based polyamide modification project, while the second phase plans to invest 4 billion yuan, focusing on further capacity expansion and collaborations with companies like 宁德时代 and 韩国3P公司 [2].

Core Viewpoint - The company plans to invest 320 million yuan in an "AI-driven precision fermentation and protein engineering shared demonstration project" to maintain its industry leadership and meet market demand for high-quality, low-cost products [1][2]. Investment Details - The company signed an investment agreement worth 390 million yuan with the Anhui Changfeng (Shuangfeng) Economic Development Zone Management Committee for the construction of an AI-driven bio-manufacturing R&D and pilot demonstration base [1]. - The total investment agreements signed with the Anhui Changfeng (Shuangfeng) Economic Development Zone in the past 12 months amount to 710 million yuan, meeting the disclosure standards of the Sci-Tech Innovation Board [1]. Project Specifications - The project will include the construction of new production workshops, finished product warehouses, tank areas, office buildings, R&D buildings, and comprehensive buildings, with an estimated construction period of 36 months [2]. - Funding for the project will come from the company's own or self-raised funds [2]. Company Overview - The company focuses on synthetic biology technology and is engaged in the R&D, production, and sales of bio-based products, including amino acids, vitamins, and bio-based new material monomers [2]. - In 2024, the company achieved a revenue of 2.178 billion yuan, a year-on-year increase of 12.37%, and a net profit of 190 million yuan [2]. Technological Advancements - The company utilizes gene synthesis, gene editing, pathway assembly and optimization, and global cell optimization technologies to create new cell factories, accelerating the industrialization of scientific achievements [3]. - The development of AI technology is expected to enhance gene editing efficiency, metabolic pathway optimization, production process optimization, and protein design, further empowering breakthroughs in biosynthesis technology [3][4]. Production Innovation - The company aims to adopt advanced microbial fermentation technology combined with AI for precise control of the fermentation process, introducing automation equipment and control systems for real-time monitoring and optimization of production [4]. - The investment will help the company build an intelligent production system, enhancing its core competitiveness [4].