浙江省合成生物产业技术联盟 将作为 8月20-22日在浙江·宁波 举办的 SynBioCon 2025第四届合成生物绿色生物制造大会 的「 支持单位 」之一。同时， 浙江大学杭州国 际科创中心 姚远教授 将出席 「 AI+生物智造 」专场。 2025年初，浙江省经济和信息化厅 正式公布 《浙江省加快合成生物产业创新发展的实施方案》 ，该方案 涉 及 合成生物学与绿色生物制造 6 大发展方向 、 浙江 11 大地区产业布局 、 浙江 9 大高校和科研院所 重点任务、10大核心技术攻关 。同时，方案目标规划 合成生物核心企业产值达200亿元，相关产业总规模 达1500亿元 ，形成具有国际影响力的合成生物产业创新发展高地。 点击更多阅读 ： 到2027年总规模达1500亿！浙江省加快合成生物产业创新发展方案印发！ 浙江省合成生物产业技术联盟 （简称"联盟"）是浙江省经济和信息化厅指导，经省经信厅正式批准，由 浙 江大学杭州国际科创中心 牵头，联合浙江省合成生物产业链相关链主企业、高科技企业、科研院所等共同 发起成立的跨行业、开放性的非营利组织。 联盟将充分发挥浙江大学杭州国际科创中心在 人才培育、技术创新、高能级平 ...

Group 1 - Industry Investment Rating: Overweight [1] - Core Viewpoint: The chemical sector's overall performance ranked 16th with a fluctuation of 0.80%, underperforming the Shanghai Composite Index by 0.60 percentage points [4][22] - Key Recommendations: Focus on synthetic biology, pesticides, chromatography media, sugar substitutes, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Group 2 - Synthetic Biology: A pivotal moment is approaching, with low-energy products expected to gain a longer growth window due to the energy structure adjustment [4] - Refrigerants: The third-generation refrigerants are entering a high prosperity cycle, with supply constraints and stable demand growth anticipated [5] - Electronic Specialty Gases: The domestic market faces a contradiction between rapid upgrades in wafer manufacturing and insufficient high-end electronic specialty gas capacity, presenting significant domestic substitution opportunities [6][8] - Light Hydrocarbon Chemicals: A global trend towards lighter raw materials in the olefin industry is noted, with a shift from heavy naphtha to lighter ethane and propane [8] - COC Polymers: The domestic industrialization process is accelerating, driven by breakthroughs in local enterprises and a shift in downstream industries to domestic production [9] - Potash Fertilizer: Prices are expected to bottom out and rebound due to supply reductions and increased demand from farmers [10] - MDI Market: The oligopoly structure is expected to improve, with demand steadily increasing and a favorable supply outlook anticipated [12]

6月19日，在"活力中国调研行"采访团来到微元合成生物技术（北京）有限公司时，微元合成阿洛酮糖 还正在审批中。 "如果我们的工作，能够给人们的生活带来一些改变，哪怕是一点点儿，也是了不起的成就"，这是刘波 在中科院微生物所工作时，老所长就任时讲的一段话，这也是刘波和他的团队正在努力做的事。 "7月2日，微元合成阿洛酮糖正式获得国家卫生健康委员会新食品原料公告行政许可，成为全国首家获 得批准上市的阿洛酮糖生产企业，也是唯一一家通过生物发酵工艺获批的企业。此次批准的AS10菌株 直接发酵法生产阿洛酮糖技术，是国内首个采用合成生物技术生产的新食品原料获批的案例"。7月2日 上午，在微元合成创始人、CEO刘波的"微信朋友圈"，《金融时报》记者看到这条令人振奋的消息。 据刘波介绍，阿洛酮糖又名无花果糖，是一种口感接近蔗糖、热量却几乎没有的天然稀有糖。阿洛酮糖 可以满足消费者对甜的需求，补充国内食糖的缺口，但不会带来身体代谢的负担，同时对血糖控制和体 重管理还有积极作用。 据微元合成首席运营官李响介绍，蔗糖也是一种常见的大宗药用辅料。八包板蓝根颗粒曾把一名成年男 性"送进"ICU，就是因为短时间内摄入过多糖分，这名有糖尿 ...

未来食品&农业 | 筑美生物 1. 甜度高 ：巴西甜蛋白的甜度是同等质量的蔗糖的2000倍。 2. 稳定性好 ：可在pH 2.5-8的范围内保持稳定，即使在80℃下加热4小时或在98℃下加热2小时仍能 保持其甜味特性。 3. 安全性高 ：作为一种蛋白质，能被人体顺利消化为 氨基酸 ，对血糖零影响、无健康风险。 4. 口感优良 ：甜味干净、接近蔗糖，基本没有金属味、后苦味等口感，且拥有甜味持久和增添风味等 优势，可被广泛应用于食品工业领域。 【SynBioCon】 获 悉，7月3日， 广东筑美生物 宣布完成 国内首个以毕赤酵母为底盘细胞发酵的重 组巴西甜蛋白100L中试 ，标志着我国在天然高倍甜味蛋白产业化领域实现重大突破。 该项目 计划于2026年实现吨级产能目标 ，届时将大幅提高巴西甜蛋白的产量。核心技术已申请专利， 为无糖食品行业注入新动能。 广东筑美生物突破技术壁垒，以 毕赤酵母 为底盘细胞发酵的重组巴西甜蛋白，产量高、纯度高达 95% 。 01 巴西甜蛋白， 最有前景的甜蛋白 ？ 巴西甜 蛋白 （Brazzein） 是从 一种非洲西部野生 植物Oubli果实 中提取的甜味蛋白质，甜度约为蔗 糖的500 ...

D [Table_IndNameRptType] 基础化工 行业周报 合成生物学周报：工信部征集非粮生物基材料案例， 常德市出台全国首部合成生物制造法规 | | | 报告日期： 2025-07-03 [Table_Chart] 行业指数与沪深 300 走势比较 22% 33% -21% -10% 1% 11% 7/24 10/24 1/25 4/25 7/25 基础化工 沪深300 [Table_Author] 分析师：王强峰 执业证书号：S0010522110002 电话：13621792701 邮箱：wangqf@hazq.com 分析师：刘天其 执业证书号：S0010524080003 电话：17321190296 邮箱：liutq@hazq.com 主要观点： [Table_Summary] 华安证券化工团队发表的《合成生物学周报》是一份面向一级市场、 二级市场，汇总国内外合成生物学相关领域企业信息的行业周报。 目前生命科学基础前沿研究持续活跃，生物技术革命浪潮席卷全球并 加速融入经济社会发展，为人类应对生命健康、气候变化、资源能源 安全、粮食安全等重大挑战提供了崭新的解决方案。国家发改委印发 《"十 ...

浙江震元股份有限公司 2024 年向特定对象发行股票募集说明书（申报稿） 证券简称：浙江震元 证券代码：000705 浙江震元股份有限公司 （注册地址：浙江省绍兴市稽山街道延安东路 558 号） 募集说明书 （申报稿） 保荐人（主承销商） （杭州市五星路 201 号） 二〇二五年六月 浙江震元股份有限公司 2024 年向特定对象发行股票募集说明书（申报稿） 声 明 本公司及全体董事、监事、高级管理人员承诺本募集说明书内容真实、准确、 完整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承 担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 募集说明书中财务会计报告真实、完整。 中国证券监督管理委员会、深圳证券交易所对本次发行所作的任何决定或意 见，均不表明其对公司所发行证券的价值或者投资人的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资风 ...

Core Viewpoint - The article highlights the upcoming "Youth Forum on Biomanufacturing" scheduled for August 20 in Ningbo, Zhejiang, as part of the SynBioCon 2025 event, aimed at promoting innovation and collaboration in the field of synthetic biology and biomanufacturing [2][3]. Group 1: Event Details - The "Youth Forum on Biomanufacturing" will focus on addressing scientific issues, solutions, achievements, scalability, and future directions in the research field [3]. - The event will take place on August 20, 2025, with limited seating available (only 30 seats) [6]. - Participants can choose to register for either the Youth Forum or the Technology Achievement Showcase [6]. Group 2: Participation and Contributions - The event encourages universities and research institutions to apply for sharing their innovative achievements [4]. - SynBioCon 2025 will also feature a "Technology Achievement Showcase" to publicly collect 100 innovative achievements and projects in the field of synthetic biology and biomanufacturing for on-site display and networking [6]. Group 3: Organizers and Previous Events - The event is organized by Ningbo Detaizhongyan Information Technology Co., Ltd. (DT New Materials) and co-organized by Ningbo Meisai Biological Engineering Co., Ltd. [11]. - Previous editions of the SynBioCon were successfully held in 2022, 2023, and 2024 in Ningbo, showcasing the growing interest and development in the field [13].

Core Viewpoint - Meihua Biotech has successfully completed the acquisition of the amino acid business and assets from Concord Fermentation, enhancing its product and business structure in the synthetic biology sector [1]. Group 1: Acquisition Details - The acquisition was finalized on July 1, 2025, with a transaction price of approximately 16.8 billion Japanese yen, equivalent to about 833 million RMB [1]. - The final transaction price was adjusted based on the cash reserves and working capital of the target assets at the time of closing, which included an estimated cash amount of 11.3 billion Japanese yen (approximately 560 million RMB) [1]. - Concord Fermentation is recognized as a leader in biotechnology and fermentation, focusing on high-quality amino acids and other synthetic biology products [1]. Group 2: Business Expansion - The acquisition allows Meihua Biotech to diversify its product offerings by adding various new amino acid products and strains, enhancing its fermentation and refinement capabilities for high-value pharmaceutical amino acids [1]. - The company will also gain production capabilities and intellectual property for three types of Human Milk Oligosaccharides (HMO) through the integration of a precision fermentation platform [1]. - The acquisition supports the company's strategy to expand its industrial footprint internationally by acquiring multiple domestic and foreign operational entities [1]. Group 3: Financial Performance - In Q1 2025, the feed amino acid segment generated revenue of 2.939 billion RMB, accounting for approximately 46.9% of total revenue, marking a year-on-year increase of 6.68% [2]. - The growth in this segment is attributed to the rise in both volume and price of lysine, as well as increased sales of threonine, positioning it as a potential new growth driver for the company [2].

Core Viewpoint - Wuhan Heyuan Biotechnology Co., Ltd. has successfully passed the IPO review despite three consecutive years of losses, marking a significant milestone as the first company to benefit from the reactivation of the fifth set of listing standards for unprofitable enterprises on the Sci-Tech Innovation Board [2][3]. Group 1: Company Overview - Heyuan Biotechnology was established in 2006 and focuses on innovative drug research and development, primarily generating revenue from non-core products such as research reagents, with projected revenue of 25.21 million yuan in 2024 [2]. - The company has reported losses of 144 million yuan, 187 million yuan, and 151 million yuan from 2022 to 2024, totaling over 480 million yuan in cumulative losses [2]. Group 2: Product and Technology - The core product, HY1001 (plant-derived recombinant human serum albumin injection), is a first-class new drug that has completed phase III clinical trials and is expected to be the first domestically approved recombinant human serum albumin drug, addressing the current 60% import dependency in China [3]. - The "rice blood-making" technology, which utilizes rice embryo cell expression systems, has been recognized with a national technology invention award and is seen as a unique technological pathway that combines synthetic biology and medicine [3]. Group 3: Market and Regulatory Context - The fifth set of standards for the Sci-Tech Innovation Board appears tailored for companies like Heyuan Biotechnology, requiring a minimum market value of 4 billion yuan and at least one core product approved for phase II clinical trials [3]. - The successful IPO of Heyuan Biotechnology serves as a potential model for other unprofitable enterprises in cutting-edge fields such as artificial intelligence and biomedicine [2]. Group 4: Risks and Challenges - The company faces several risks, including the need to successfully launch its core product and demonstrate its efficacy to capture the anticipated market share [4]. - Ongoing patent disputes with Ventria Bioscience may hinder international sales and could result in significant compensation costs if the company loses the case [9]. - If profitability is not achieved in the future, the quality of information disclosure and communication with investors may pose substantial challenges [9].

中化新网讯 6月26日，中国科学院院士、天津大学教授元英进，合成生物学领军者约翰·康伯斯，欧洲科 学院院士、曼彻斯特大学教授蔡毅之，与天津大学历届iGEM团队成员在津共聚"iGEM中国20年"学术论 坛，共同探讨合成生物学未来发展方向。 约翰·康伯斯在活动中做了题为"合成生物学：通过基因读、写、编辑打造可持续的未来"的报告。他指 出，过去十年间，合成生物学已从一个小众科学领域发展成为潜力巨大的活跃产业，从基因编辑到合成 基因组学等关键技术的进步，推动了制药、农业、材料及能源等行业的可持续发展与创新。他还表示， 初创企业与风险投资的进入起到了加速创新的作用，有助于构建可持续的生物经济体系，学术界、产业 界与政府间的全球协作也在加速这一进程。 天津大学作为最早把这项国际赛事引入中国的高校，也开设了"基因组设计合成"这门本科生课程，并于 2017年设立合成生物学专业，开始招收本科生；2025年成立合成生物学院。经过十几年的发展，天津大 学合成生物学从零起步走到世界科技前沿，牵头建设合成生物技术全国重点实验室，近三年合成生物学 领域研究论文发表量居全球第一。 iGEM竞赛是合成生物学领域的国际顶级学术性竞赛，最早由美 ...