Core Points - The 34th Harbin International Economic and Trade Fair will emphasize three key aspects: gold content, new content, and green content [1][3] Group 1: Gold Content - The fair aims to showcase the new development landscape of Heilongjiang Province and build a comprehensive platform for open cooperation [3] - It will feature government and enterprise delegations from Asia, Europe, Africa, America, and Oceania [3] - Thailand and Mongolia will be the first dual guest countries, with Thai rice and certified projects being highlighted, including free tasting and distribution activities [3] Group 2: New Content - The fair focuses on supporting the development of strategic emerging industries, nurturing future industries, and upgrading traditional industries [3] - It will display technological achievements such as humanoid robots, AI, electronic information, new materials, digital economy, biological economy, and low-altitude economy [3] - The event aims to provide opportunities for exhibitors and buyers to connect on technology cooperation and industrial transformation projects [3] Group 3: Green Content - The fair adheres to green, low-carbon, and environmentally friendly standards, emphasizing the use of eco-friendly materials and energy-saving equipment [3] - The exhibition design will align with green standards, with a reported green construction rate of over 90% [3]

Core Insights - The Chinese biotechnology industry, focusing on biopharmaceuticals, biomanufacturing, and bioagriculture, is experiencing high-quality development supported by national policies, with a projected industry scale of 21.4 trillion yuan in 2024, representing a year-on-year growth of 3.88% [1][8] - Technological innovation is identified as the core engine for industry advancement, with significant breakthroughs in gene editing, synthetic biology, and cell therapy, enhancing China's competitive position in the global biotechnology landscape [1][8] Industry Overview - The biotechnology sector encompasses living organisms and is classified based on similarities in morphology and physiology, aiding in understanding evolutionary relationships [2] - The industry has evolved through five stages, from initial laboratory research in the 1980s to a focus on commercialization and internationalization in recent years [3][4][5] Market Scale - The biopharmaceutical sector is projected to face pricing pressures, with the PPI index for biopharmaceutical manufacturing at 95.7, down 4.3% year-on-year as of March 2025, yet the demand for biopharmaceuticals is expected to grow due to aging populations and increased health awareness [10] - The biomass power generation capacity in China is expected to reach 45.99 million kilowatts by 2024, with a year-on-year growth of 4.19%, indicating a significant role in the low-carbon energy transition [12] Key Enterprises - Major players in the biopharmaceutical sector include Huazhong Biotech, which has a comprehensive blood product portfolio and a significant vaccine production platform, and Longping High-Tech, known for its hybrid rice innovations and international breeding initiatives [18][20] - The biomanufacturing and bioenergy sectors are led by companies like Guoneng Bio and Malu Bio, focusing on biomass power generation and organic waste treatment, respectively [15][16] Industry Development Trends - Technological innovation is driving breakthroughs across multiple fields, including personalized medicine in biopharmaceuticals and enhanced efficiency in bioenergy production [22][23] - The integration of biomanufacturing and bioagriculture is expected to yield innovative solutions, improving resource utilization and creating a circular economy [25]

Group 1 - The company achieved an operating income of 2.326 billion yuan in 2024, representing a year-on-year growth of 35.16% [1] - The net profit attributable to shareholders reached 57.005 million yuan, with a year-on-year increase of 25.68%, indicating steady growth in performance [1] - The company is a high-tech enterprise in the fields of plastic products, biodegradable products, and plant fiber products, holding a leading position in the industry [1] Group 2 - In 2024, revenue from plastic products was 1.744 billion yuan, up 34.02% year-on-year, while revenue from biodegradable products was 298 million yuan, growing by 13.65% [1] - The company has established nine intelligent production bases in locations such as Zhejiang, Guangdong, Guangxi, the United States, and Thailand, expanding its capacity for biodegradable and household products [2] - The company emphasizes a product strategy of "green sustainability + high-end customization," covering various sectors including food packaging and fast-moving consumer goods [2] Group 3 - The company aims to strengthen strategic execution, optimize global industrial layout, and accelerate technological iteration and green upgrades to achieve its goal of becoming the "first brand in new materials household products" [2] - The company has formed a network system of "Asian R&D, global intelligent manufacturing, and localized services," enhancing its responsiveness to market demands [2] - The company is committed to integrating into the "dual circulation" new development pattern and the "dual carbon" strategic goals, driven by technological innovation and supported by digital transformation [2]

【SynBioCon】 获 悉，2025年4月19-20日，中国（海南）自由贸易试验区、国家全面深化改革开放试验区、国家生态文明试验区的重要城市三亚迎 来了一场盛会——生物经济50人论坛（三亚）。这场由深圳市华谷致远生物科技与产业研究院（下称"华谷研究院"）主办，招商三亚深海科技城开发有 限公司承办的论坛，在崖州湾科技城盛大开幕。 本次论坛以"海洋生物制造：重塑未来产业格局"为主题，不仅汇聚了国内200多位顶尖的"产、学、研、投、用"各界领导和专家，更搭建了为产业创新 发展提供战略思路与实践方案的高端平台。相信必将有力推动我国生物经济再上新台阶。 4月19日下午，论坛的预热会议——生物制造产业联盟第三次理事会率先召开，包括理事长单位、副理事长单位、理事单位以及特邀嘉宾在内共计50多 位代表参加。 会上重点围绕工信部国家生物制造业创新中心的建设问题展开讨论 ；会议期间还全面总结2024年联盟工作，并就 生物经济的形势、相 关政策、企业关注的重大问题 等进行深入探讨。 论坛的重要议程之一是 华谷研究院正式发布 2024生物制造产业蓝皮书 。这是华谷研究院联合国内相关机构，专门针对生物制造产业编撰的系统性报 告。该 ...

会议背景 在 2025 年全国"两会"的政府工作报告中，李强总理郑重提出："要建立未来产业投入增长机制，培育生物制造、量子科技、具身智能、6G等未来产业"。 生物制造迎来历史性发展新机遇。 落实党中央、国务院的决策部署，在海南省委、省政府的指导下，经协商，海南省工信厅、三亚崖州湾科技城、华谷生物经济研究院决定以"海洋生物制 造：重塑未来产业格局"为主题，在三亚市共同主办"生物经济 50 人论坛"。 本次论坛邀请国内生物经济领域知名专家、产业龙头、投资机构以及政府部门代表出席，共商涉海生物制造产业发展新未来。 会议概况 一、会议时间 2025年4月19日 15:00-17:00 生物制造产业联盟会议（仅限联盟成员） 2025年4月20日 08:30-17:00 生物经济50人论坛(三亚) 二、会议地点 4月19日 生物制造产业联盟会议——富山厅 4月20日 生物经济50人论坛(三亚)——崖州厅 会议议程 END | I IME 4月20日 | | | | | --- | --- | --- | --- | | | 海洋生物制造 重塑未来产业格局生物经济50人论坛(三亚) | | | | 时间 | 日程安排 | ...

Core Insights - The National Bio-Manufacturing Industry Innovation Center and Jianfa New Mei Synthetic Biology Industrial Park have established a strategic partnership to create an innovation hub and industrial transformation base in China's synthetic biology sector [1][2]. Group 1: Strategic Collaboration - The National Bio-Manufacturing Industry Innovation Center is the first national-level innovation platform in the bio-manufacturing field in China, aimed at enhancing key common technology collaboration and building an innovative ecosystem [1]. - Jianfa New Mei Synthetic Biology Industrial Park is positioned as a high-end life sciences industrial park focusing on bio-materials and bio-foods, with significant support policies and a complete hardware setup [1][2]. Group 2: Industry Development - The Guangming District has attracted 123 synthetic biology companies with a total valuation of nearly 40 billion yuan, generating an annual output value of over 4 billion yuan in the synthetic biology industry cluster [2]. - A planned investment of 500 million yuan will support industry innovation, alongside the establishment of a 1.5 billion yuan Shenzhen Synthetic Biology Industry Fund to enhance the local synthetic biology ecosystem [2]. Group 3: Future Prospects - The strategic collaboration aims to link technology, capital, and market resources, facilitating the transition of the synthetic biology industry from technological breakthroughs to commercialization [2]. - The partnership is expected to help companies gain a competitive edge in strategic fields such as healthcare and green energy, contributing to the global bio-economy [2].

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing active research in life sciences and the global wave of biotechnology revolution, which is accelerating integration into economic and social development, providing new solutions to major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for Bioeconomic Development," indicating a trillion-yuan market potential in the bioeconomy [3][4]. Summary by Sections 1.1 Secondary Market Performance - The synthetic biology sector saw an overall increase of 6.17% in stock performance during the week of February 24 to February 28, 2025, ranking first among sectors [14]. 1.2 Company Business Progress - Domestic companies are making significant advancements, such as: - Zhongyuan Biological's 350,000 tons/year green methanol project is progressing with the first phase expected to be completed in 24 months [22]. - Longi Green Energy and China Energy Construction Group signed a project for 300,000 tons/year green methanol, with a total investment of 6 billion yuan [22]. - Henghui Security's biodegradable polyester rubber project is on track to start production in Q4 2025 [23]. 1.3 Industry Financing Tracking - Financing activities in the synthetic biology sector are accelerating, with nearly a hundred companies completing new rounds of financing at the beginning of 2025. Notable examples include: - Nanjing Senqi New Materials Technology completed a multi-million yuan financing round, focusing on bio-based nanocellulose [28]. - Vivici, a precision fermentation dairy product company, raised €32.5 million in Series A funding to launch a new product [28]. 1.4 Company R&D Directions - Domestic research institutions are achieving breakthroughs in bio-based materials, such as: - The Ningbo Institute of Materials Technology and Engineering has made progress in synthesizing bio-based long-chain polyols [31]. - Wanhua Chemical launched a bio-based 1,3-butanediol product aimed at the cosmetics industry, emphasizing sustainability and low carbon emissions [31].