本次大会由中国生物工程学会、上海市生物工程学会联合主办，不仅聚焦科技前沿，更注重发展实效。 开幕式上，一系列实质性举措落地：科创飞地正式揭牌，中试平台获得授牌，更有涵盖生物基材料、生 物食品、医美原料、生物制剂等热门领域的10个重点项目现场签约。 近日，2025（连云港）第二届合成生物产业发展大会在灌南县开幕。来自全国合成生物学领域的250多 位专家学者与行业领军企业代表，围绕"合成生物开创绿色制造产业未来"这一主题，碰撞思想、对接项 目、联动产业，共同描绘合成生物产业的绿色发展新蓝图。 会议期间，专家学者围绕功能糖细胞工厂、芳香族化合物绿色制造、酶分子工程等尖端议题分享了最新 研究进展。圆桌论坛上，合成生物技术如何赋能新质生产力、与AI技术如何深度融合等前沿话题引发 了热烈讨论，为连云港市乃至全国合成生物制造产业的发展贡献了宝贵智慧。 ...

Group 1 - The 2025 Second Synthetic Biology Industry Development Conference opened in Guannan County, focusing on "Synthetic Biology Creating a Green Manufacturing Industry Future" with over 250 experts and industry leaders participating [1] - The conference was co-hosted by the Chinese Society of Biotechnology and the Shanghai Society of Biotechnology, emphasizing both technological frontiers and practical development [1] - Significant initiatives were launched during the opening ceremony, including the unveiling of a science and technology innovation platform and the signing of 10 key projects in popular fields such as bio-based materials and biopharmaceuticals [1] Group 2 - Guannan County has prioritized the cultivation of the synthetic biology industry as a key measure to build competitive advantages and create new economic growth [2] - In 2023, the county introduced 25 policy measures to encourage the development of the synthetic biology industry, providing substantial financial incentives [2] - By 2024, a comprehensive industrial ecosystem covering policy support, technological breakthroughs, achievement commercialization, and talent support is expected to take shape in Guannan County [2]

11月17日，阿拉丁盘中下跌2.04%，截至10:11，报13.42元/股，成交2969.93万元，换手率0.66%，总市 值44.64亿元。 资金流向方面，主力资金净流入61.92万元，大单买入375.31万元，占比12.64%，卖出313.39万元，占比 10.55%。 分红方面，阿拉丁A股上市后累计派现2.41亿元。近三年，累计派现1.50亿元。 机构持仓方面，截止2025年9月30日，阿拉丁十大流通股东中，中欧医疗健康混合A（003095）、中欧 责任投资混合A（009872）、中欧行业成长混合(LOF)A（166006）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，上海阿拉丁生化科技股份有限公司位于上海市浦东新区新金桥路36号南塔16楼，成立日期 2009年3月16日，上市日期2020年10月26日，公司主营业务涉及试剂的研发、生产及销售。主营业务收 入构成为：科研试剂96.96%，实验耗材2.15%，其他(补充)0.89%。 阿拉丁所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：电子商务、合成生 物、猴痘概念、新材料、送转填权等。 截至9月30日，阿拉丁股东户数1.16 ...

资料显示，保龄宝生物股份有限公司位于山东省德州(禹城)国家高新技术产业开发区东外环路1号，成 立日期1997年10月16日，上市日期2009年8月28日，公司主营业务涉及功能糖的研发、生产及销售。主 营业务收入构成为：淀粉糖及其他29.89%，减糖甜味剂26.55%，饲料及副产品22.40%，益生元 13.48%，膳食纤维7.39%，其他(补充)0.29%。 保龄宝所属申万行业为：农林牧渔-农产品加工-其他农产品加工。所属概念板块包括：代糖概念、合成 生物、小盘、中俄贸易概念、生物医药等。 11月17日，保龄宝盘中下跌2.03%，截至09:58，报10.60元/股，成交7662.13万元，换手率1.93%，总市 值40.34亿元。 资金流向方面，主力资金净流出579.93万元，特大单买入113.07万元，占比1.48%，卖出109.30万元，占 比1.43%；大单买入704.35万元，占比9.19%，卖出1288.05万元，占比16.81%。 保龄宝今年以来股价涨44.81%，近5个交易日涨4.85%，近20日涨8.50%，近60日涨0.57%。 今年以来保龄宝已经5次登上龙虎榜，最近一次登上龙虎榜为5月22 ...

Summary of Fuxiang Pharmaceutical Conference Call Company Overview - Fuxiang Pharmaceutical is the second-largest producer of tazobactam globally, focusing on high-end antibiotics and cost reduction through new processes, aiming for a 15%-20% cost decrease in collaboration with Jiangxi Normal University [2][3] Key Points Industry Position and Product Lines - Fuxiang Pharmaceutical specializes in compound and high-end antibiotics, with a leading market share in enzyme inhibitors like sulbactam, and is the only supplier with international market certification [3] - The company has a production capacity of 500 tons for sulbactam and 100 tons for tazobactam, with plans to expand tazobactam production to 500 tons by the end of 2025 [4][14] New Energy Sector - Since 2022, Fuxiang has entered the new energy sector, producing lithium battery electrolyte additives VC and FEC, ranking among the top three in VC shipments in 2023 [2][5] - The current production capacity is 8,000 tons for VC and 4,000 tons for FEC, with VC prices rising to 100,000-150,000 yuan per ton due to increased demand from energy storage and power batteries [5][7] - Plans to expand VC production to 10,000 tons and FEC to 5,000 tons by Q2 2026 [5][8] Synthetic Biology Sector - Fuxiang is developing microbial protein products, having received certifications in the US and China, with a current production capacity of 1,200 tons and plans to expand to 20,000 tons of microbial protein and 50,000 tons of amino acid water-soluble fertilizer by Q2 2026 [6][15] - The microbial protein market is projected to reach $290 billion by 2035, with microbial protein accounting for 22% of that demand [15] Cost Management and Profitability - The price of 6-APA has decreased from 300,000 yuan to around 160,000 yuan per ton, positively impacting the gross margin of sulbactam and tazobactam products [12] - Fuxiang's intermediate products, including sulbactam and penem series, contribute approximately 40% to the company's revenue [13] - Current unit costs for VC are below 50,000 yuan, with expectations for further reductions as production capacity increases [9] Market Dynamics and Competition - The recent price surge in VC is attributed to increased demand for energy storage batteries, rising penetration of new energy vehicles, and industry maintenance [7] - Fuxiang aims to maintain its competitive edge through cost control and high purity, despite market fluctuations [21] - The company is confident in its ability to respond to market changes and maintain supply stability without altering long-term plans due to short-term price volatility [19] Future Outlook - Fuxiang plans to achieve a production capacity of 10,000 tons for VC by Q2 2026, with potential further expansion to 20,000 tons depending on market conditions [20] - The company has established subsidiaries to develop C-end products and engage with B-end clients, enhancing its market presence [15][16] Conclusion - Fuxiang Pharmaceutical is strategically positioned in the pharmaceutical and new energy sectors, focusing on cost reduction, capacity expansion, and market responsiveness to sustain its competitive advantage and drive future growth [2][21]

Core Points - Suzhou Longjie has seen a stock price increase of 67.10% year-to-date, with a recent price of 14.02 CNY per share and a market capitalization of 3.033 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 1.8071 million CNY, with significant buying and selling activity [1] - The company operates in the differentiated polyester fiber sector, with a revenue composition heavily weighted towards FDY differentiated products at 67.15% [1][2] Financial Performance - For the period from January to September 2025, Suzhou Longjie reported a revenue of 1.145 billion CNY, reflecting a year-on-year decrease of 9.04%, and a net profit attributable to shareholders of 54.5896 million CNY, down 6.12% year-on-year [2] - The company has distributed a total of 305 million CNY in dividends since its A-share listing, with 96.4429 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, Suzhou Longjie had 26,800 shareholders, a decrease of 23.17% from the previous period, with an average of 8,068 circulating shares per shareholder, an increase of 30.16% [2]

Core Insights - Zhonglun New Materials Co., Ltd. has seen a stock price increase of 41.82% year-to-date, with a recent 12.95% rise over the last five trading days [1] - The company specializes in the research, production, and sales of functional BOPA films, biodegradable BOPLA films, and polyamide 6 (PA6) [1] - For the period of January to September 2025, Zhonglun New Materials reported a revenue of 1.537 billion yuan, a year-on-year decrease of 15.14%, and a net profit of 66.82 million yuan, down 42.02% year-on-year [2] Company Overview - Zhonglun New Materials was established on November 19, 2018, and is located in Xiamen, Fujian Province [1] - The company was listed on June 20, 2024, and operates primarily in the basic chemical industry, specifically in plastic film materials [1] - The revenue composition includes: general BOPA film materials (73.17%), polyamide 6 (PA6) (16.57%), new BOPA film materials (7.12%), other products (1.65%), and biodegradable BOPLA film materials (1.50%) [1] Shareholder and Market Activity - As of October 31, the number of shareholders for Zhonglun New Materials increased by 2.70% to 17,400, with an average of 7,345 circulating shares per person, a decrease of 2.63% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 1.4012 million shares, an increase of 1.0428 million shares from the previous period [2] - The stock has a market capitalization of 12.14 billion yuan, with a trading volume of 254 million yuan and a turnover rate of 6.67% as of November 14 [1]

Core Points - The stock price of Xintiandi increased by 2.11% on November 14, reaching 13.53 CNY per share, with a total market capitalization of 5.305 billion CNY [1] - The company has seen a year-to-date stock price increase of 41.04%, with a recent 5-day increase of 4.88% and a 20-day increase of 4.24%, while experiencing a 6.30% decline over the past 60 days [1] - Xintiandi has appeared on the trading leaderboard 14 times this year, with the most recent appearance on June 9, where it recorded a net buy of -20.0864 million CNY [1] Financial Performance - For the period from January to September 2025, Xintiandi reported operating revenue of 481 million CNY, a year-on-year decrease of 10.42%, and a net profit attributable to shareholders of 91.9007 million CNY, down 35.19% year-on-year [2] - Since its A-share listing, Xintiandi has distributed a total of 259 million CNY in dividends [3] Shareholder Information - As of November 10, Xintiandi had 18,800 shareholders, an increase of 0.60% from the previous period, with an average of 5,374 circulating shares per shareholder, a decrease of 0.60% [2] Company Overview - Xintiandi Pharmaceutical Co., Ltd. is located in Changge City, Henan Province, and was established on September 15, 2005, with its listing date on November 16, 2022 [1] - The company's main business involves the research, development, production, and sales of chiral pharmaceutical intermediates, with the revenue composition being 83.74% from L-phenylalanine series products, 14.78% from p-toluenesulfonic acid, and 1.49% from other sources [1]

截至10月31日，利民股份股东户数6.25万，较上期增加12.55%；人均流通股6444股，较上期减少 11.15%。2025年1月-9月，利民股份实现营业收入35.99亿元，同比增长7.62%；归母净利润3.90亿元，同 比增长661.66%。 分红方面，利民股份A股上市后累计派现9.18亿元。近三年，累计派现3.21亿元。 责任编辑：小浪快报 今年以来利民股份已经6次登上龙虎榜，最近一次登上龙虎榜为6月20日，当日龙虎榜净买入2477.86万 元；买入总计1.69亿元 ，占总成交额比9.30%；卖出总计1.44亿元 ，占总成交额比7.94%。 资料显示，利民控股集团股份有限公司位于江苏省新沂经济开发区经九路69号，成立日期1996年12月17 日，上市日期2015年1月27日，公司主营业务涉及农用杀菌剂原药及制剂的研发、生产和销售。主营业 务收入构成为：农用杀菌剂50.57%，农用杀虫剂30.51%，兽药9.34%，农用除草剂8.47%，其他0.96%， 其他农药0.15%。 利民股份所属申万行业为：基础化工-农化制品-农药。所属概念板块包括：生物农药、合成生物、锂电 池、小盘、固态电池等。 11月14日 ...

Production Capacity and Expansion Plans - The company currently has a production capacity of 8,000 tons/year for VC products and 4,000 tons/year for FEC products, with plans to increase VC capacity to 10,000 tons/year by Q2 2026 through technical upgrades [2][3] - Future capacity increases for VC and FEC products will depend on market demand and industry capacity releases, with potential targets of 20,000 tons/year for VC and 5,000 tons/year for FEC [2] Impact of Raw Material Price Changes - The price of 6-APA, a key raw material for the company's main pharmaceutical products, has decreased by 38% as of November 3, 2025, which is expected to enhance the gross margin of the pharmaceutical manufacturing business [3] - The company's pharmaceutical products, including Hezobactam and Shubactam, account for approximately 40% of total revenue in 2024 [3] Growth Opportunities in Pharmaceutical Business - The company is a major global supplier of Hezobactam and has successfully completed supplier qualification for its new production process, which is expected to reduce production costs and improve market competitiveness [4] - As the largest supplier of Shubactam, the company is experiencing a price increase trend for this product [4] - The company is expanding the production capacity of Piperacillin, which is a mainstream product with broad market demand [4] Synthetic Biology and Microbial Protein Initiatives - The company has become a pioneer in the domestic microbial protein industry, achieving a production capacity of 1,000 tons/year for filamentous fungal protein and is accelerating the construction of a project with an annual capacity of 200,000 tons for microbial protein and resource utilization [6] - The company has developed a new production strain with independent intellectual property rights and has applied for patents in nine countries, achieving international advanced levels in key production technologies [6][7] - The company’s microbial protein has received multiple international certifications, including HALAL and KOSHER, and is set to expand its market presence upon receiving new food ingredient registration [7][8] Environmental and Economic Benefits - The production process for the new protein not only efficiently converts raw materials but also produces high-value products like amino acid water-soluble fertilizers, contributing to cost reduction and economic benefits [8] - The company aims for zero emissions in its production processes, aligning with green manufacturing goals [8]