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]

上海奉贤正在加快推动"东方美谷产品"向"东方美谷品牌"转变，坚持先进制造业与现代服务业双轮驱 动，打造千亿级美丽健康特色产业集群。 奉贤区委书记袁泉表示，奉贤将聚焦非共识项目、颠覆性技术，鼓励企业积极应用合成生物、人工智能 等技术，持续推动香妆行业跨界融合，让更多高附加值、强竞争力产品从奉贤走向世界，全力打造全球 化妆品创新高地。 与此同时，奉贤将充分发挥自贸区新片区制度优势，用好海关支持上海"东方美谷"化妆品产业高质量发 展的十一条新政，依托化妆品知识产权快速维权中心等功能性平台，加大知识产权保护力度，全方位赋 能香妆行业创新发展。 （文章来源：新华财经） 新华财经上海7月1日电（记者李荣）1日，中国香妆品牌发展大会在上海奉贤"东方美谷"举行。中国香 料香精化妆品工业协会负责人表示，中国香妆行业将在世界舞台展现更强品牌力量。 中国香料香精化妆品工业协会理事长颜江瑛在致辞中指出，中国香妆协会作为面向香料香精和化妆品行 业的唯一"中字头、国字号"行业组织，积极倡导行业的全链协同，全力打造品牌建设生态体系。 她表示，未来，中国香妆行业要在研发创新、文化传承、可持续发展、品牌建设四大维度上，以更高标 准加强自身建设 ...

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]

■ 目前的"以旧换新"政策效果较好，中央财政的补贴力度不断加大，且补贴范围扩展到更多产品，如 家电、净水器、洗碗机等。这一政策继续加码可能促进消费品的更新换代，并提前释放消费需求。 ■ 服务消费相较于商品消费的恢复还存在较大空间，未来政策可扩展至服务类消费，如文旅、餐饮、 娱乐等领域。 ■ 提高养老金、推动育儿补贴、完善社会保障等政策，尤其在对"一老一小"等关键人群的精准支持 上，能够在中长期推动消费增长。 ■ 根据不同地区的消费结构特点，通过地方财政和专项转移支付支持特定消费领域（如母婴、医疗保 健等），促进区域性消费增长。 3、 《 黄金戴维斯双击 库存周期继续上行》摘 要 ■ 美国关税政策可能促进铜补库需求，同时中国稳内需政策的持续发力和美联储降息将进一步推动铜 价上涨。 ■ 随着中国政府推动房地产市场回稳及城市更新项目推进，铝需求下降幅度减缓，尤其在交通和光伏 等领域的需求将继续增加，铝的供需矛盾将逐渐加剧。 ■ 黄金在大类资产配置中的需求增加，叠加黄金股的业绩即将迎来兑现期，黄金板块或迎来"戴维斯 双击"效应。 ■ 中国对钨钼等战略物资实施出口管制，且首批2025年钨矿开采指标同比减少6%，强需求和 ...

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 ...

华恒生物688639 时间: 2025年7月1日星期二 49.43分综合得分 偏弱 趋势方向 主力成本分析 31.41 元 当日主力成本 31.93 元 5日主力成本 20日主力成本 30.15 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 32.48 元 0 次 北向资金数据 | 持股量179.43万股 | 占流通比0.78% | | --- | --- | | 昨日净买入0.94万股 | 昨日增仓比0.004% | | 5日增仓比0.03% | 20日增仓比0.174% | 34.13 中期压力位 技术面分析 33.00 短期压力位 31.69 短期支撑位 31.21 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月01日的资金流向数据方面 | 主力资金净流出1570.78万元 | | --- | | 占总成交额-18% | | 超大单净流出400.06万元 | | 大单净流出1170.72万元 | | 散户资金净流出490.19万 | 关联行业/概念板块 化学制品 1.24%、化工原料 ...

现场，恩和生物、衍进生物、华大基因、浙大国际科创中心等企业和平台进行路演，展示各自 在"AI+合成生物"领域的最新成果和应用案例。他们的分享涵盖了从技术研发到产业应用的多个层面， 为参会者带来了前沿的技术理念和实践经验。 日前，以"智链共生 合成未来"为主题的AI+合成生物产业链创新融合对接会在杭州举行，来自生物 医药、食品饮料、保健品等领域100多家企业参加。 这场对接会，正是为了给研发企业和应用企业"牵线搭桥"，打通合成生物产业链"技术供给—场景 需求"的双向通道，推动合成生物在食品、保健品、化妆品等领域落地生根。 合成生物不仅是杭州市重点发展的"五大风口潜力赛道"之一，也是生物医药领域增长迅猛的新赛 道，应用范围涵盖生物医药、能源化工、食品和农业等多个领域，是未来产业发展的重要方向。 近年来，杭州积极布局合成生物产业，出台了专项政策、三年行动计划，并组建了产业联盟、设立 了专项基金，推动创新资源聚集、成果高效转化和产业生态优化。目前，全市已聚集相关企业172家， 覆盖了从菌种设计、基因编辑、智能发酵到终端应用的完整产业链条。2024年，该产业产值约200亿 元，产业集群效应开始显现。 合成生物作为一项新 ...

以下文章来源于投资界 ，作者吴琼 投资界 . 清科创业旗下创业与投资资讯平台 爱美的生意，向来伴随着造富盛宴。 文 ｜ 吴琼 来源｜ 投资界（ID：pedaily2012） 封面来源 ｜ 锦波生物官网 一个意想不到的赛道，钟睒睒出手了。 近日北交所上市公司锦波生物宣布两笔交易——引入养生堂作为公司的战略投资者；同时公司创始人杨霞将其持有的575.33万股转让给杭州久视。合计下 来，交易总金额将达34亿元。 穿透两家受让方背后，都是钟睒睒。 在外界的印象里，钟睒睒总离不开与农夫山泉。但他这次投资的，却是一个医美新晋女王——曾是山西医科大学老师的杨霞带队创办锦波生物，如今凭借 重组胶原蛋白产品（美容针），撑起400亿市值。 刚刚，钟睒睒出手34亿 投向重组胶原蛋白 根据公告，锦波生物拟以引入战略投资者方式，向养生堂发行不超过717.57万股，占其发行前总股本的6.24%，融资金额不超过20亿元。若成功实施，这 将是北交所史上最大金额的现金定增。 同时，锦波生物控股股东和实控人杨霞与杭州久视签署了《股份转让协议》，将其持有的575.33万股转让给杭州久视，转让价格为243.84元/股，交易总金 额达14.03亿元。 ...