Group 1: Core Insights - The article introduces the "Global Bio-based Industry Monthly Report," providing insights into the latest trends and opportunities in the bio-based sector [1][2][3] - The report is available for free to industry peers, highlighting the importance of collaboration and information sharing within the bio-based industry [1][3] Group 2: Policy Releases - Three domestic bio-based related policies were recorded in May 2025, focusing on carbon reduction projects, including biodegradable polyester rubber and sustainable aviation fuel [7][8] - Key projects include a 110,000-ton biodegradable polyester rubber demonstration project and a 1 million-ton sustainable aviation fuel project [8] Group 3: Industry Dynamics - The report includes updates on domestic bio-based chemical companies, such as the establishment of a lactate production line with an investment of 120 million yuan [9][10] - New companies in the bio-based sector are emerging, such as Yantai Wanhua Chemical, which has launched a new subsidiary focused on food additives [10] Group 4: Capital Events - Several financing events in the bio-based sector were reported, including a B round financing of several million yuan for Senqi New Materials and angel round financing for Zhongke Kexin [11][22] - Notable investments include over 100 million yuan for a recombinant collagen company and nearly 100 million yuan for a bioactive ingredient company [22] Group 5: Scientific Research Progress - Significant breakthroughs in bio-based materials research were highlighted, including the development of a new type of conductive "E-skin" for health sensing applications [12][23] - Research on bioremediation using engineered bacteria to address complex organic pollutants was also reported, showcasing advancements in environmental applications of synthetic biology [23] Group 6: Upcoming Events - The Fourth Synthetic Biology and Green Bio-manufacturing Conference is scheduled for August 20-22, 2025, in Jinan, Shandong, focusing on the future of bio-manufacturing and technology transfer [25][26]

Core Viewpoint - The integration of chemical and biological synthesis is essential for achieving efficient chemical bond activation, cleavage, and reorganization, emphasizing the collaborative potential of both methods [2][4]. Group 1: Chemical and Biological Synthesis - The core goal of chemical-biological synergy is to enhance efficiency and reduce costs by leveraging the strengths of both chemical and biological synthesis methods [2][4]. - Chemical synthesis will not be completely replaced by biological synthesis; instead, the focus is on how to complement each other to create lower-cost and higher-value pathways [4][5]. Group 2: Case Studies and Applications - Examples include the production of artemisinin, where biological synthesis converts sugars to artemisinic acid, while chemical methods enhance production efficiency through hydrogenation and oxidation [6]. - Collaborative efforts in various fields, such as polymer materials and drug development, have shown significant results, indicating a broad application prospect for chemical-biological synergy [6]. Group 3: Advances in Catalysis - Biomimetic catalysis is a key area where chemists learn from biologists, with future developments focusing on the diversity of catalytic systems and synergistic catalytic functions [7]. - Breakthroughs in artificial enzymes and non-natural reactions have been achieved by combining chemical catalysts with protein systems, providing new pathways for complex molecule synthesis [8]. Group 4: Innovations in Synthetic Biology - Combinatorial biosynthesis through genome recombination and editing generates non-natural products, with chemical methods playing a crucial role in precursor provision and subsequent modifications [9]. - The synthesis of nucleic acids, proteins, and carbohydrates faces challenges, but advancements are being made in functionalization and long DNA synthesis [11][12][13]. Group 5: Future Outlook and Technological Integration - AI and big data are poised to play significant roles in promoting the integration of chemical and biological synthesis, accelerating genome mining, molecular design, and synthesis pathway optimization [14]. - The deep-sea scientific program exemplifies the potential for protein and enzyme modification in extreme environments, showcasing innovative research directions [15]. Group 6: Policy and Support for Research - A call for national-level top-level design to promote interdisciplinary research in chemical-biological synergy, particularly supporting young researchers in fields like medicine, materials, energy, and carbon neutrality [16].

Group 1: Policy Release - The report includes three domestic policies related to the bio-based industry released in May 2025, focusing on carbon reduction projects [7][18]. - Key projects include a 110,000-ton biodegradable polyester rubber demonstration project and a 1 million-ton waste oil processing sustainable aviation fuel project [8]. Group 2: Industry Dynamics - The report highlights two domestic bio-based chemical company updates, including a 120 million yuan investment in a lactic acid production demonstration line by Heilongjiang Guoke Bio-based New Materials [9]. - Wanhu Chemical has established a new company focusing on food additives, with a registered capital of 20 million yuan [10]. Group 3: Capital Events - Several financing events in the bio-based sector are reported, including a Series B round raising several million yuan for Senqi New Materials, focusing on bio-based high barrier film materials [11]. - Other notable investments include a multi-million yuan angel round for Zhongke Kexuan, specializing in fully natural degradable plastics [11]. Group 4: Scientific Research Progress - Significant breakthroughs in bio-based materials research are noted, including a study on lignin-derived carbon improving catalytic performance [12]. - Research on bio-inspired reconfigurable electronic skin has been developed, showcasing antibacterial properties for health sensing applications [12]. Group 5: Upcoming Events - The Fourth Synthetic Biology and Green Bio-manufacturing Conference will be held from August 20-22, 2025, in Jinan, Shandong, focusing on the development trends of the bio-manufacturing industry [25].

#全球政策进展 | 上海市 关于上海市2025年度关键技术研发计划"合成生物学"项目拟立项项目的公示 根据市科技计划项目管理办法有关规定，现将上海市2025年度关键技术研发计划"合成生物学"项目拟 立项项目予以公示。 | 图源：上海市科学技术委员会 | | --- | 公示链接：http://svc.stcsm.sh.gov.cn/public/guide 公示期：2025年6月12日至2025年6月18日 对公示内容持有异议的，请于公示期内以书面形式向我委反映。按照市科研失信行为调查处理办法有关 规定，个人提出异议的，请在异议材料上注明姓名和联系电话；单位提出异议的，请在异议材料上加盖 单位公章，并注明联系人和联系电话。我委对异议者的信息予以保密。为保证异议处理客观、公正、公 平，保护被公示者的合法权益，我委对匿名且无明确证据和可查线索的异议，不予受理。 材料寄送至：市科委科技人才处（上海市人民大道200号，邮编200003）。 投诉举报电话：60286858 业务咨询电话：8008205114（座机）、4008205114（手机） 上海市科学技术委员会 2025年6月12日 上海市2025年度关键技术研发 ...

Core Viewpoint - The research highlights the potential of genetically engineered human mesenchymal progenitor cells (SRC) to counteract aging in primates, suggesting a new paradigm for anti-aging cell therapy [2][12]. Group 1: Aging Mechanism and Cell Therapy - The study investigates the mechanisms of aging regulation and employs synthetic biology to reprogram longevity gene pathways, successfully creating SRC with triple resistance to aging, stress, and malignant transformation [3][7]. - SRC cells exhibit significant anti-aging activity and strong environmental adaptability, while also demonstrating excellent safety features to avoid tumorigenic risks post-transplantation [8]. Group 2: Experimental Results - In a 44-week trial involving elderly crab-eating macaques (equivalent to 60-70 years in human age), SRC therapy resulted in reduced systemic aging indicators, such as cellular senescence, chronic inflammation, and tissue degeneration, with no adverse reactions detected [10]. - Notably, SRC treatment improved brain structure and cognitive function, reversing the biological age of immature neurons by 6-7 years and oocytes by 5 years, as confirmed by machine learning-based aging clock analysis [10]. Group 3: Mechanism of Action - The restorative effects of SRC are partially attributed to their exosomes, which play a crucial role in promoting cellular rejuvenation, inhibiting chronic inflammation, and maintaining genomic and epigenomic stability, providing new insights into pathways for delaying systemic aging [10].

Core Viewpoint - Ordos City is focusing on developing the biopharmaceutical industry as a key industrial chain, aiming to create an ideal environment for industry transfer and growth [1][2]. Group 1: Business Environment - Ordos has been ranked first in Inner Mongolia's business environment assessment for five consecutive years, promoting a "warm city" business environment brand [1]. - The city has implemented the "Release, Management, and Service" reform and optimized the business environment 6.0 version, enhancing project approval processes and reducing costs for enterprises [1]. Group 2: Policy Support - Ordos has introduced unprecedented policies in technology and talent, including a new version of the technology and talent policy, to attract innovation and development [1][2]. - The city collaborates with top universities and research institutions to establish high-level scientific innovation platforms, fostering a strong talent pool [1]. Group 3: Financial Empowerment - Ordos has developed venture capital, equity investment, and patient capital, with state-owned enterprises participating in the establishment of 13 funds totaling 30.8 billion yuan to support industrial projects [2]. Group 4: Industry Advantages - The city possesses unique advantages in the biopharmaceutical sector, particularly in chemical raw materials, traditional Chinese medicine, and biopharmaceuticals, with a rich variety of high-quality medicinal materials [2]. - Ordos has over 60,000 acres of traditional Chinese medicine cultivation bases, producing 73,000 tons of high-quality medicinal materials annually, providing abundant natural resources for the biopharmaceutical industry [2]. Group 5: Research and Development - The city is actively promoting the innovation and development of traditional Chinese medicine through policies and collaborations with top research institutions [2]. - Ordos is engaging with leading research institutions and enterprises to advance cutting-edge biotechnologies, including synthetic biology and gene editing, accelerating clinical research applications of new technologies [2].

Core Viewpoint - The research highlights the development of engineered human mesenchymal progenitor cells (SRC) that exhibit triple resistance to aging, stress, and malignant transformation, providing a customizable cell therapy paradigm for aging intervention in primates [3][12]. Group 1: Research Background and Mechanism - Aging is characterized by the depletion of stem cell reserves, leading to decreased tissue regeneration and homeostasis, which is a key feature of aging and age-related diseases [2]. - The study published in Cell by a collaborative research team from the Chinese Academy of Sciences and Capital Medical University focuses on the mechanisms of aging regulation and the potential of SRC to counteract aging in primates [2][3]. Group 2: Development of SRC Technology - The research team utilized synthetic biology to reprogram longevity gene pathways, successfully constructing SRC with enhanced anti-aging properties [3]. - The SRC technology has evolved through various iterations, including SRC 1.0 and SRC 2.0, which involved precise genetic modifications to enhance antioxidant defenses and integrate anti-aging functionalities [6][8]. Group 3: Efficacy and Safety of SRC - The SRC cells demonstrated significant anti-aging activity and environmental adaptability, with excellent safety profiles, effectively resisting adverse effects in a primate model [8][9]. - A 44-week intervention study using SRC in aged primates showed no adverse events, confirming the safety and immune tolerance of SRC transplantation [9][11]. Group 4: Mechanistic Insights and Outcomes - SRC cells were found to release exosomes that promote cellular rejuvenation, suppress chronic inflammation, and maintain genomic stability, contributing to the delay of systemic aging [11]. - The intervention led to improvements in cognitive function, reduction of degenerative changes in multiple tissues, and a significant reversal of biological aging markers in various organs [11][12]. Group 5: Clinical Translation and Future Prospects - The study establishes a theoretical framework for stem cell transplantation to mitigate aging, addressing long-standing controversies in the field [13]. - The research opens pathways for scalable production of universal cell interventions, providing new solutions for aging and related diseases, and sets a new standard for evaluating anti-aging effects in cell therapy products [14][16]. - Future research will focus on optimizing clinical-grade production processes and understanding the interactions between SRC and the host immune system to enhance treatment strategies [18][19].

Group 1: Report Overview - The research object is Gongtong Pharmaceutical Co., Ltd., belonging to the chemical pharmaceutical industry, and the reception time was on June 12, 2025 [16]. - The participants in the research include investors who participated in the "2025 Online Collective Reception Day for Investors of Listed Companies in Hubei Province" [19]. Group 2: Company's Market Position and Strategy - In the field of steroid drug starting materials, the company has achieved large - scale production of a full range of products such as 4 - androstenedione (4 - AD), androstadienedione (ADD), 9 - hydroxyandrostenedione (9 - OH - AD), 11 - hydroxy - AD, and dihydroxyalcohol, with its production capacity scale and product variety diversity ranking among the top in the world; in the intermediate field, it has built a vertically integrated system covering the entire steroid drug industry chain and has become an important R & D and production base for steroid drug intermediates in China; in the API field, relying on the API project of its subsidiary Huahai Gongtong, it will become the first integrated supplier in China to simultaneously layout sex hormones, progestogens, corticosteroids, and other types of steroid APIs, realizing the full - chain connection from starting materials to APIs [23]. - To face market competition, the company adheres to innovation - driven development, with its product strategy focusing on three directions: deepening the integration of biotransformation and synthetic biology technologies through technological iteration to reduce the production cost of key intermediates; optimizing the automation level of existing production lines through capacity expansion to increase the proportion of high - value - added product production capacity; and continuously exploring the market, consolidating strategic cooperation with global leading pharmaceutical companies, and expanding the layout of intermediates in emerging fields such as anti - cancer and assisted reproduction [23]. Group 3: R & D - related Information - The Hubei Gongtong Steroid Research Institute, established over three years ago, aims to break through four core technologies: targeted screening of strains, targeted modification of enzyme engineering, efficient conversion of sterols, and green synthesis processes, and form a closed - loop innovation system from basic research to industrial transformation. Its technological achievements have won many authoritative certifications such as the National Science and Technology Progress Award [24][25]. - From 2022 to 2024, the company's R & D investments were 45.15 million yuan, 38.10 million yuan, and 51.08 million yuan respectively, and the proportion of R & D investment in operating income has been increasing year by year. The company has established a special R & D center to promote the R & D of new products and processes and the upgrading and optimization of existing processes [25]. Group 4: Overseas Market and Other Business Information - In 2024, the company's overseas sales accounted for 28.54%, and the proportion has been increasing year by year. In 2025, the company will continue to adhere to the international development strategy, strengthen brand promotion overseas and increase sales channels by establishing subsidiaries overseas, and seek business cooperation through overseas resources [25]. - The vitamin D3 industrialization project has been filed and is being implemented according to the company's project plan [27]. - Regarding the company's share repurchase, the period is within 12 months from the date of the board of directors' review. The company will promote the repurchase work according to market conditions and disclose the repurchase progress as of the end of the previous month at the beginning of each month [27]. - For specific information on innovative drugs such as fluvestrant, it shall be subject to the information disclosed on the company's designated information disclosure website; for the follow - up plan of convertible bonds, it shall be subject to the company's announcements; and for the question of whether the company's losses in the first half of the year will increase year - on - year after the capitalization of the raised projects, it is necessary to refer to the semi - annual report of 2025 [25][27]

Group 1: Market Position and Strategy - The company has achieved large-scale production of steroid drug starting materials, ranking among the top globally in terms of production capacity and variety [2] - It has established a vertically integrated system covering the entire steroid drug industry chain, becoming a key R&D and production base for steroid drug intermediates in China [3] - The company focuses on three strategic directions: reducing production costs through technological iteration, optimizing existing production lines to increase high-value product capacity, and expanding market presence in emerging fields like anti-cancer and assisted reproduction [3] Group 2: R&D Investment and Achievements - R&D investments from 2022 to 2024 were 45.15 million, 38.10 million, and 51.08 million CNY, respectively, with the proportion of R&D investment to revenue increasing year by year [4] - The company has established a closed-loop innovation system from basic research to industrialization, recognized with multiple awards including the National Science and Technology Progress Award [3] Group 3: International Market Expansion - In 2024, the company's product export ratio was 28.54%, showing a year-on-year increase [3] - Plans for 2025 include strengthening brand promotion and sales channels through overseas subsidiaries and seeking commercial cooperation through international resources [3] Group 4: Stock Performance and Future Plans - The company is considering stock repurchase based on market conditions, with updates provided monthly [5] - There are ongoing projects for innovative drugs, including the industrialization of Vitamin D3, which is progressing as planned [5]

Key Insights - The report highlights the significant performance of high-volatility strategies, with a cumulative increase of over 27% year-to-date, indicating strong market recovery and strategy effectiveness [2][4] - The report emphasizes the strategic transformation of Huaxi Biological, a leading global hyaluronic acid supplier, which is expected to benefit from domestic consumption upgrades and the growing demand for life health products [7][10] - The mechanical industry shows a mixed performance, with a decline in domestic excavator sales but a positive export growth, suggesting a resilient long-term outlook supported by government initiatives [12][15][16] - The beverage sector, particularly beer companies, is exploring diversification into non-alcoholic beverages, which is seen as a crucial growth strategy for future revenue streams [18][22] Group 1: High-Volatility Strategies - The report details the performance of various strategies, with low-price enhancement, improved dual-low, and high-price high-elasticity strategies yielding returns of 1.5%, 2.7%, and 4.7% respectively during the last period [2][3] - Year-to-date performance for these strategies shows returns of 4.5%, 16.6%, and 27.3%, outperforming the benchmark [2][3] Group 2: Huaxi Biological - Huaxi Biological is positioned as a global leader in bioactive materials, focusing on synthetic biology technology and a comprehensive industry chain [7][10] - The company is expanding its product matrix to include various bioactive materials, enhancing its market presence in medical and nutritional products [8][9] Group 3: Mechanical Industry - In May, domestic excavator sales decreased by 1.48%, while exports grew by 5.4%, indicating a shift in market dynamics [12][14] - The report notes that the overall export of engineering machinery remains stable, with significant growth in exports to Africa and South America [14][16] Group 4: Beverage Sector - Domestic beer companies are actively expanding into beverage markets, with notable initiatives from brands like Yanjing and Qingdao Beer [18][19] - The report suggests that while beverage business contributions are currently low, they represent a vital growth avenue for beer companies in the long term [22]