Core Viewpoint - Meihua Biotechnology is advancing steadily in the synthetic biology sector through diversified expansion and deepening development, highlighted by its recent acquisition of assets from Kyowa Hakko Bio, which will enhance its amino acid product lines and operational capabilities [1][2]. Group 1: Acquisition Details - The acquisition agreement between Meihua Biotechnology and Kyowa Hakko Bio is set to be completed by July 1, 2025, with a final transaction value of approximately 16.8 billion yen, equivalent to about 833 million yuan [1]. - The cash reserves of the target assets are estimated at around 11.3 billion yen, or approximately 560 million yuan, as of June 30, 2025 [1]. Group 2: Product and Market Expansion - Post-acquisition, the company will introduce various new amino acids and fermentation strains, including arginine, histidine, serine, citrulline, ornithine, and hydroxyproline, along with patents related to these amino acids [2]. - The transaction will enable the company to extend its industrial chain, enhancing its fermentation and refinement capabilities for high-value pharmaceutical-grade amino acids [2]. Group 3: Strategic Positioning - Meihua Biotechnology aims to implement its overseas development strategy through this acquisition, gaining multiple domestic and international production entities [2]. - The company will also acquire the ability to produce three types of HMO products through a precision fermentation platform, along with the associated intellectual property rights [2]. Group 4: Industry Background - Kyowa Hakko Bio has a long-standing reputation in the global synthetic biology field, with over 70 years of technological expertise and numerous patents in amino acid and HMO product development [3]. - The company has successfully commercialized various amino acids and HMO products, including 2'-fucosyllactose, 3'-sialyllactose, and 6'-sialyllactose [3]. Group 5: Financial Performance - Meihua Biotechnology reported a revenue of 25.069 billion yuan and a net profit of 2.74 billion yuan for 2024, with a significant year-on-year growth of 35.52% in net profit for the first quarter of 2025 [3].

Core Insights - The acquisition of assets from Kiri Holdings by Meihua Biological has been successfully completed, with a final transaction price of approximately 16.8 billion yen, equivalent to about 833 million yuan [1] - The acquisition will enhance Meihua Biological's business structure, product offerings, and industry layout, particularly in the high-value-added pharmaceutical amino acid sector [2] Group 1: Acquisition Details - The acquisition includes food amino acids, pharmaceutical amino acids, and human milk oligosaccharides (HMO) business and assets [1] - The final transaction price was adjusted based on the cash reserves and working capital of the acquired assets, with an estimated cash reserve of about 11.3 billion yen, or approximately 560 million yuan [1] Group 2: Business Expansion - Post-acquisition, Meihua Biological will gain access to various new amino acid strains and patents, enhancing its fermentation and refinement capabilities [2] - The company will also introduce production capabilities for three types of HMO products and strengthen its intellectual property system [2] Group 3: Financial Performance - In Q1 2025, the feed amino acid segment generated revenue of 2.939 billion yuan, accounting for approximately 46.9% of total revenue, marking a year-on-year increase of 6.68% [2] - The segment is expected to become a new growth driver for the company, following its transformation from a "monosodium glutamate king" to a "synthetic biology giant" [2] Group 4: Market Outlook - Institutional investors maintain a positive outlook on Meihua Biological, with projected net profit for 2024 at 2.740 billion yuan, a year-on-year decrease of 13.85% [3] - However, Q1 2025 net profit reached 1.019 billion yuan, reflecting a year-on-year increase of 35.52% and a quarter-on-quarter growth of 36.72%, indicating robust performance and future growth potential [3]

Core Viewpoint - The article discusses the challenges and advancements in the industrialization of natural macromolecular active substances, highlighting a novel bioreactor developed to enhance fermentation processes for these substances [1][2][4]. Group 1: Challenges in Industrialization - Natural macromolecular active substances, such as polyamino acids, functional proteins, and microbial polysaccharides, face extraction difficulties due to their high molecular weight and complex conformations [1]. - The fermentation process of these substances is characterized by high viscosity, high oxygen demand, and high energy consumption, which complicates production [2][4]. - The accumulation of products during fermentation leads to high-viscosity non-Newtonian fluid characteristics, creating barriers that inhibit oxygen and nutrient metabolism, thus limiting yield improvements [1]. Group 2: Innovations in Bioreactor Technology - A new microbubble bioreactor platform has been developed using laser sintering 3D printing technology and computational fluid dynamics principles, aimed at overcoming the challenges of high-viscosity fermentation processes [2][4]. - This bioreactor design allows for the transition from macro to micro bubbles (less than 100 μm), significantly increasing the contact surface area between microorganisms and oxygen, thereby enhancing oxygen transfer efficiency by 120%-135% [4]. - The energy efficiency of the fermentation process is improved by 1.6 to 2.9 times compared to traditional bioreactors [4]. Group 3: Performance Improvements in Fermentation - The new bioreactor technology has been validated in a 7 L fermentation tank for the production of γ-polyglutamic acid (γ-PGA), achieving over a 40% increase in yield [5]. - The technology has also demonstrated versatility, with fermentation yields for other macromolecules such as mussel adhesive protein, panibacterial polysaccharide, welan gum, β-glucan, and ε-polylysine increasing by 79%, 58%, 39%, 50%, and 43% respectively [5]. Group 4: Implications for the Industry - This innovative research provides a reference and technical support for the efficient biosynthesis and industrial application of macromolecular active substances, as well as insights for enhancing fermentation processes in other synthetic biology products [7]. - The advancements in biomanufacturing are expected to contribute to the ongoing development of the synthetic biology industry, particularly in the context of green manufacturing and sustainable practices [7].

Core Insights - The article discusses the launch of the "Synthetic Human Genome Project" (SynHG), led by Professor Jason Chin from the University of Oxford, with funding of £10 million from the Wellcome Trust, aiming to chemically synthesize a complete human genome [1][2] - The project is expected to develop foundational tools and methods that will support future research in synthetic biology, potentially leading to new discoveries about how cells utilize their genomes [2][3] Group 1: Project Overview - SynHG is the first of its kind globally, with a goal to construct a complete human genome through chemical synthesis [1] - The project aims to establish a technical framework within five years and to synthesize a complete human chromosome within 5-10 years, facing significant scientific challenges [2] Group 2: Scientific Implications - Professor Jason Chin emphasizes that the ability to synthesize large genomes could fundamentally change the understanding of genomic biology and expand the capabilities of biotechnology and medicine [3] - The project is not about creating life but focuses on understanding gene expression regulation mechanisms [3] Group 3: Future Directions and Events - The upcoming "Synthetic Biology and Green Bio-Manufacturing Conference" (SynBioCon 2025) will take place from August 20-22 in Ningbo, Zhejiang, focusing on the intersection of AI and bio-manufacturing [4][5] - The conference will explore trends in bio-manufacturing, innovative technologies, and the potential for technology transfer and talent acquisition in the industry [4]

在回应海外市场业务拓展情况时，近岸蛋白表示，公司加快海外市场拓展的步伐，在团队搭建、渠道建 设、客户拓展和供应链管理等方面取得实质性进展。截至目前，公司在美国、欧洲等核心市场已建立国 际化专业团队。全球销售网络已覆盖多个主要国家和地区，通过积极开拓国际药企、生物科技企业及科 研院所等核心客户群体，逐步形成以本地团队为核心、代理体系为支撑的高效市场覆盖结构，"2024年 公司海外客户数同比大幅增长，随着公司产品在海外市场渗透率增加，公司境外收入有望进一步提 升"。 "面对下游应用行业的变化以及市场需求的变化，公司进一步加强AI在生命科学领域的应用，进一步强 化现有业务的同时，积极推进胶原蛋白原料等多种合成生物学项目的产业化进程，加快海外市场拓展的 步伐。"近岸蛋白同时表示，公司将积极寻求与公司主营业务发展相关联的上下游产业链资产标的作为 协作投资、并购的对象，整合上下游产业链资源，丰富完善产业布局，构铸行业新生态。 在去年亏损的背景下，近岸蛋白(688137)经营情况引人关注。6月30日下午，近岸蛋白举行2024年度暨 2025年第一季度业绩说明会，详解公司经营情况及未来发展战略。 近岸蛋白专注于蛋白质工具创新 ...

Core Viewpoint - The annual report of Bloomage Biotechnology Corporation Limited for 2024 highlights a significant decline in revenue and net profit, attributed to management changes, increased operational costs, and a decrease in income from skin science innovation transformation business [1][3][6]. Company Overview and Financial Indicators - The company reported a total revenue of approximately 5.37 billion yuan, a decrease of 11.61% compared to the previous year [3]. - The net profit attributable to shareholders was approximately 174 million yuan, reflecting a 70.59% decline year-on-year [3]. - The net profit after deducting non-recurring gains and losses was about 107 million yuan, down 78.13% from the previous year [3]. - The basic earnings per share decreased to 0.36 yuan, a drop of 70.73% [3]. Business Performance and Strategic Initiatives - The company is undergoing a strategic upgrade, focusing on synthetic biology and cell biology to enhance its product offerings and operational efficiency [6][12]. - Management changes and restructuring efforts have incurred costs exceeding 70 million yuan, impacting short-term profitability but aimed at long-term growth [6][12]. - The company has initiated over 30 transformation projects to improve operational management and efficiency [16][20]. Revenue Breakdown - The raw materials business generated approximately 1.24 billion yuan, a year-on-year increase of 9.47%, accounting for 23.06% of total revenue [7]. - The skin science innovation transformation business reported revenue of approximately 2.57 billion yuan, a decline of 31.62%, making up 47.92% of total revenue [11][12]. - The medical terminal business achieved revenue of approximately 1.07 billion yuan, a growth of 43.57% [10]. Research and Development - The company invested 8.68% of its revenue in R&D, up from 7.35% the previous year, focusing on innovative products in the fields of regenerative medicine and nutritional science [3][5]. - New product launches included several innovative raw materials and medical products, enhancing the company's product portfolio [18][19]. ESG and Sustainability Efforts - The company has committed to sustainable development practices, becoming a member of the UN Global Compact and improving its ESG ratings [22]. - Initiatives include optimizing the ESG management system and focusing on green, low-carbon production [22].

证券代码：688363 证券简称：华熙生物 公告编号：2025-024 华熙生物科技股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 华熙生物科技股份有限公司（以下简称"公司" "华熙生物"）于近日收到 上海证券交易所科创板公司管理部下发的《关于华熙生物科技股份有限公司 （上证科创公函【2025】0245 号，以 下简称" 《问询函》"）。公司对上述《问询函》提到的问题高度重视，公司与致 同会计师事务所（特殊普通合伙） （以下简称"年审会计师"或"会计师"）对 《问询函》所涉及的问题进行了审慎核查，现就相关问题回复如下： 问题一、关于公司主营业务和经营业绩。年报披露，2024 年度，公司营 业收入 53.71 亿元，同比下滑 11.61%，其中功能性护肤品业务收入同比下滑 肤品业务收入下滑、期间费用增加及资产减值损失等因素影响，公司实现净利 润 1.74 亿元，同比下滑 70.59%。公司近年从产品、渠道、组织、品牌等方面 进行调整以夯实业务基础，20 ...

#SynBio团队 | 四川 大学秦久福研究员 在四川大学的实验室里，看似普通的发酵罐中，正孕育着一场技术革命， 四川大学轻工科学与工程 学院研究员秦久福 和他的团队利用将微生物改造成高效"细胞工厂"的 合成生物 学技术，不断探索 一种名为亚精胺的天然分子的生产和应用方式。 亚精胺是一种人体内天然存在的多胺类物质，因其在抗衰老、心血管疾病预防等领域的广泛应用，又 被誉为"下一个千亿级生物活性分子"。然而，其高昂的生产成本长期制约着产业化进程。 秦久福和其团队通过多年的技术攻坚，不仅提升了亚精胺的合成效率，更通过与行业龙头之间的合 作，探索出一条从实验室到产业的"最后一公里"路径。 更具颠覆性的突破在于胞外分泌机制的发现。天然状态下亚精胺储存在细胞内，提取时需破碎细胞， 这不仅导致能耗增加，还引入大量杂质。团队通过生物信息学筛选，从大量候选转运蛋白中找到能将 亚精胺主动排出细胞的"运输机器"，大大提高了杂质去除率。 "新的技术路径下，发酵液纯化过程相当于从原来的'榨果汁'变成'接自来水'，同步实现了效率提升和 能耗降低。"柳丝琪比喻道。 秦久福带着团队深度参与到企业真实的市场需求中去，这种"产学研衔接"的模式， ...

生物制造领域有哪些 "潜力股" 团队、技术和产品值 得关注？ 为发掘合成生物学和生物制造科研团队创新成果、 促进生物制造领域优秀科研工作者成果交流和产业方对接， 第四届合成生物与绿色生物制造大会 (简称： SynBioCon 2025 ) 同期将举办特色专场——" 生物制造青年论坛 "，于8月20日在浙江宁波举办。 助力行业 15分钟了解一个方向 ，重点阐述研究领域存在的科学问题、解决思路、成果、放大可行性以及未来发展方向。 欢迎高校、科研院所申报分享！ 扫码报名，请选择参会形式 报名请选择：青年论坛、科技成果展示 SynBioCon 大会 | 生物制造青年论坛 特色专场 生物制造青年论坛 8月20日，浙江·宁波 02 科技成果展示与对接专场 （同期活动） SynBioCon 2025 将设置 「科技成果展示与对接」专场 （现场展示科技成果推介墙）， 公开征集100个从0—1—100的合成生物和生物制造领域创新成果 和项目 ，于现场展示、对接。 欢迎科研院所、企业报名！ 往期现场： 03 大会日程 SynBioCon 2 025 8月20-22日，浙江·宁波 01 论坛信息 时 间： 8月20日（周三） 席 ...

" 山东省化妆品产业已经驶入高质量发展快车道。 "山东省化妆品行业协会理事长、山东福瑞 达生物股份有限公司董事长、总经理高春明在2 0 2 5（第三届）北方美谷产学研合作高质量发 展大会暨技术成果发布会上强调。 但与此同时，中国化妆品行业也面临着前所未有的挑战和困难。高春明认为：行业必须思考如 何以科技力和品牌力重塑行业格局，实现可持续发展。 2 0 2 5（第三届）北方美谷产学研合作高质量发展大会暨技术成果发布会6月2 6日- 2 7日在济南 开幕，由山东省化妆品行业协会举办，汇聚产、学、研、用多方权威力量。 会上，多位专家学者、化妆品原料领域权威专家，解读全球化妆品科技发展趋势，剖析生物技 术 、 合 成 生 物 学 等 前 沿 技 术 在 美 妆 领 域 的 应 用 前 景 。 同 时 ， 头 部 企 业 CEO 、 品 牌 创 始 人 围 绕 " ' 科 技 + 文 化 ' 双 驱 战 略 " 、 " 新 媒 体 赋 能 及 市 场 品 牌 建 设 " 等 主 题 ， 分 享 成 功 案 例 与 避 坑 指 南。 这次大会，不仅是对山东化妆品产业创新成果的一次集中检阅，更是产学研深度融合、共谋高 质量 ...