【SynBioCon】 获 悉，近日， 诺泰生物 （688076.SH）与 诺唯赞生物 （688105.SH）战略签约，合作 成立合资公司，共同推进双方在 合成生物学领域 的业务发展。 这是诺泰生物在小分子技术平台，多肽技术平台和寡核苷酸技术平台的基础上，拓展建设的 合成生物学技 术平台 。公司高度重视科技平台的建设和创新，通过学科交叉推行平台战略，实现产业升级，扩大公司在 医药产品的技术和生产优势，巩固和提升在细分领域的领先地位。 此次战略合作的达成，不仅是诺泰生物（688076.SH）与诺唯赞生物（688105.SH）在业务拓展和技术创新 方面的重要一步，也为整个生物科技行业带来了新的发展机遇。期待双方未来在合成生物学领域内的探索 不仅能在生物医药领域产生重大影响力，还可以在 动物保健 与 农业 等更多领域产能较强的影响力。 合资 公司由诺泰生物控股 。 生物合成是生物学研究的前沿领域，以生物酶作为催化剂为核心。与传统化学反应相比， 生物酶催化展现 出诸多显著优势，如绿色无害、安全性高、特异性极强以及原子经济性高等。 （ Source: 《生物革命：创新改变了经济、社会和人们的生活——麦肯锡全球研究院》（ ...

Core Viewpoint - The article highlights the recognition of Muen Biotechnology as a leading innovator in the field of microbial resources and biomanufacturing, having been shortlisted for the WIPO Global Award 2025, which underscores the importance of intellectual property in driving business growth and sustainable development [1][2]. Group 1: Company Achievements - Muen Biotechnology is the only Guangdong company among the six Chinese enterprises that made it to the WIPO Global Award 2025 top 30, showcasing its significant contributions to microbial technology [1][2]. - The company has established the world's largest and most diverse commercial microbial strain library, preserving over 310,000 strains with independent intellectual property rights, including approximately 15,000 high-value strains and over 6,000 new species [3][5]. - Muen Biotechnology has received various accolades, including being named a "Guangdong Provincial Intellectual Property Demonstration Enterprise" and a "Key Agricultural Leading Enterprise" [3]. Group 2: Intellectual Property Strategy - The company has submitted a total of 209 patent applications globally, including 23 international PCT applications, and has received 71 invention patents in China, 2 in Australia, and 2 trademark registrations in the United States [5]. - Muen Biotechnology employs a unique "strain-process-formulation" protection model, ensuring that each high-value microorganism has an average of over five associated patents, creating a robust technical barrier [5]. - The R&D team comprises over 50% of the company's total workforce, with R&D expenditures accounting for approximately 50% of total revenue last year, indicating a strong commitment to innovation [4][5]. Group 3: Market Impact and Future Plans - Muen Biotechnology's agricultural products dominate the new pesticide registration list, with four products listed, and the company serves over 20,000 core growers across 29 provinces in China, covering more than 60 million acres [6]. - The company plans to accelerate PCT international patent applications and expand its technological influence in the fields of biopesticides, microbial proteins, and live microbial drugs [8]. - Muen Biotechnology aims to establish a standard system for microbial resource identification and evaluation in China, promoting global collaboration in research and development [8].

天然生物基因组编码海量的功能基因，这些基因在长期进化选择过程中，占据了广泛的序列空间，并发展 出精巧多样的功能活性，为生物体在复杂环境中的生存和繁衍提供了独特优势。 随着测序获得的生物序列累计达数十亿量级，这些潜在的功能基因也为生物制造和合成生物技术提供了基 因元件的"宝库"。然而，尽管天然基因具备极为丰富的功能和应用潜力，目前只有一小部分热门的功能基因 （如基因编辑工具酶）被高质量注释并构建了序列或结构模型。因此，基于序列、结构或深度学习的基因 挖掘和蛋白质设计方法无法拓展至复杂功能基因，限制了对高价值基因元件的挖掘与开发利用。 【SynBioCon】 获悉，针对上述问题 ， 北京大学定量生物学中心钱珑 团队 于近日推出了 一款面向 合成生物学元件挖掘与生物制造应用的大语言模型 SYMPLEX ， 该模型通过融合领域大语言模型训 练、合成生物专家知识对齐和大规模生物信息分析，实现了从海量文献中自动化挖掘功能基因元件并精准 推荐其工程化应用潜力。 此外， 团队 与 中科院深圳先进技术研究院娄春波研究员 合作，将 SYMPLEX 应用于 mRNA 疫苗生物制 造关键酶—— 加帽酶的挖掘 ，成功获得多种高性能新型 ...

Group 1 - Company Gongchuang Turf (605099.SH) stated that the impact of domestic football events on its operations and performance is minimal, as its main business of artificial turf has a low revenue contribution from domestic sports grass [1] - Company Anglikang (002940.SZ) confirmed that its innovative drug project ALK-N001 is still in Phase I clinical trials, indicating a long R&D cycle and significant investment [2] - Company Yiwei Lithium Energy (300014.SZ) plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength and international brand image [3] Group 2 - Company Chaohongji (002345.SZ) also intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange to advance its global strategy and improve competitiveness [4] - Company Dexin Technology (603032.SH) clarified that its subsidiary's sales revenue from products used in solid-state battery production is less than 1% of total revenue, emphasizing its focus on quality service [5] - Company Changshan Pharmaceutical (300255.SZ) announced that its application for the marketing authorization of Aibennapeptide injection for type 2 diabetes has been accepted, but the approval timeline remains uncertain [6] Group 3 - Company Baili Electric (600468.SH) reported that its revenue from nuclear fusion-related business is currently minimal, accounting for less than 1% of total revenue [7] - Company Chutianlong (003040.SZ) is exploring digital currency projects but faces risks related to new technology development and commercial application [8] - Company Dongxing Medical (301290.SZ) signed contracts with Shanghai Jiao Tong University for synthetic biology technology development, totaling 6 million yuan, enhancing its R&D capabilities [9] Group 4 - Company Maixinlin (688685.SH) announced that its subsidiary signed contracts for computing power services worth 1.184 billion yuan, expected to positively impact future performance [10] - Company Haichen Pharmaceutical (300584.SZ) reported that its solid-state battery-related business has not yet generated revenue, which does not significantly affect overall performance [11] - Company Filinger (603226.SH) is undergoing stock trading suspension for investigation due to significant price deviations from fundamentals [12] Group 5 - Company Zhongdian Port (001287.SZ) disclosed that the National Integrated Circuit Fund reduced its stake by 1%, now holding 8.97% of the company [13] - Company Huasheng Co., Ltd. (600156.SH) is planning to acquire 100% of Yixin Technology, leading to a stock suspension for up to 10 trading days [14] - Company Jianghuai Automobile reported a 3.52% year-on-year decline in May sales, with new energy vehicle sales down 57.81% [15] - Company Aonong Biological reported a 9.44% year-on-year increase in May pig sales, with a total of 156,200 pigs sold [16]

Policy Developments - The National Health Commission is promoting the implementation of the "Blood Fee Waiver, No Need to Run Once" policy, aiming for full compliance by the end of 2025 across all blood stations and medical institutions in the country [1] Drug and Device Approvals - LuKang Pharmaceutical announced that its subsidiary has received approval for the consistency evaluation of Cimetidine Injection, which is used to treat symptoms caused by excessive stomach acid [2] - Baiyunshan reported that its subsidiary has received a drug registration certificate for Tadalafil Tablets, which are primarily used to treat erectile dysfunction [3] - Fuyuan Pharmaceutical announced that its subsidiary has received a drug registration certificate for Bromhexine Hydrochloride Oral Solution, suitable for treating respiratory diseases related to mucus secretion or clearance [4] Capital Market Activities - Tianxing Medical's IPO on the Sci-Tech Innovation Board has been terminated due to the withdrawal of its sponsor [5] - NuoTai Bio and NuoWeiZan signed a strategic cooperation agreement for a synthetic biology project, planning to establish a joint biopharmaceutical company [6] Industry Events - A medical team in the UK is experimenting with processing healthy human feces into freeze-dried powder to help patients infected with superbugs, showing promising results [8] - Huazhong University of Science and Technology has opened the first brain-computer interface outpatient clinic in Central China, aiming to provide assessments and consultations for patients [9] - Kelong Pharmaceutical responded to accusations regarding its Ergotamine Capsules, clarifying that the product is classified as a dietary supplement rather than a drug [10] - Green Valley Pharmaceutical has halted production of the controversial drug Mannitol Sodium Capsules due to expired registration and ongoing scrutiny of its clinical trials [11] - Weili Zhibo Biotechnology has received approval from the China Securities Regulatory Commission for its IPO and the full circulation of its unlisted shares [12][14]

Core Viewpoint - Nanjing Novogene Bioinformatics Technology Co., Ltd. has signed a strategic cooperation agreement with Jiangsu Nuotai Aosaino Biopharmaceutical Co., Ltd. to establish a joint venture focused on synthetic biology, aiming to enhance technological advancements and project collaboration in the field [1][2]. Agreement Signing Overview - The strategic cooperation agreement does not require approval from the company's board of directors or shareholders [2]. - The agreement does not constitute a related party transaction or a major asset restructuring [2]. - The specific investment scale and construction plan for the joint venture will be determined later, indicating uncertainty [1][2]. Parties Involved - Jiangsu Nuotai Aosaino Biopharmaceutical Co., Ltd. is a publicly listed company with a registered capital of 224.87 million yuan and was established in March 2009 [2][3]. - The company has total assets of approximately 507.80 million yuan and a net profit attributable to shareholders of 40.44 million yuan [3]. Joint Venture Details - The joint venture will be co-owned, with Nanjing Novogene holding 49% and Jiangsu Nuotai holding 51% [1][4]. - The project will be implemented in two phases, with the first phase focusing on the renovation and expansion of existing production capacities [4]. - The ultimate goal is to establish an annual production capacity of approximately 10 tons of raw materials and corresponding formulations [4]. Investment and Funding - The specific investment amount will be confirmed by both parties [4]. - Initial funding will come from self-owned funds, with potential project financing for the second phase [4]. Governance Structure - The joint venture will have a board of directors composed of three directors from Jiangsu Nuotai and two from Nanjing Novogene [5]. - The management team will include a general manager nominated by Jiangsu Nuotai and other key positions filled through mutual agreement [5][6]. Operational Management - The joint venture will operate independently, with both parties sharing operational risks and responsibilities [6]. - The agreement includes non-competition clauses and stipulates that both parties will support each other in their respective areas of expertise [6][7]. Impact on Company - This strategic cooperation is expected to enhance the company's core competitiveness in the synthetic biology sector and extend its industrial value chain [7]. - The establishment of the joint venture is subject to regulatory approval and is not expected to significantly impact the company's 2025 performance [7][8].

诺唯赞公告，公司与诺泰生物签署《合成生物学合作项目战略合作协议》，并计划共同设立一家生物制 药公司，公司持股比例为49%，诺泰生物持股比例为51%。该合资公司将作为平台，推进双方在合成生 物学领域的技术进步和项目合作。合作项目的具体投资规模、建设方案等事项将由双方另行约定并履行 内部审议程序。合资公司未来业务开展受多方面因素影响，存在不确定性。 ...

Core Viewpoint - The controversy surrounding ergothioneine, a compound linked to anti-aging, has intensified following accusations of it being a "fake drug" due to lack of sufficient evidence for its approval as a medicine. Companies like Kelun Pharmaceutical and its subsidiary have defended ergothioneine's classification as a health management tool rather than a drug, citing international studies that support its potential benefits [1][2][4]. Industry Overview - The global market for ergothioneine is projected to exceed $810.4 million by 2027, with a compound annual growth rate (CAGR) of 36.17% from 2021 to 2027. The raw material market for ergothioneine is also expected to grow from $6.3 million in 2024 to $16.1 million by 2031 [1]. - Companies such as Huaxi Biological and Chuaning Biological are accelerating their production capabilities through synthetic biology to meet the rising demand for high-purity ergothioneine [2][8]. Product Positioning and Pricing - Ergothioneine is marketed as a dietary supplement rather than a drug, with Kelun's product priced at 1499 yuan for 60 capsules, while competitors like Jinsan Biological offer similar products at 539 yuan. Kelun justifies its pricing based on Japanese market standards and production costs [4][5]. - The compound is recognized as a fifth-generation antioxidant and is used in both topical and oral applications, often combined with other ingredients like hyaluronic acid and collagen peptides [3][6]. Scientific Research and Development - Despite claims of ergothioneine's anti-aging effects, there are gaps in scientific understanding regarding its mechanisms and clinical validation. Research indicates that while ergothioneine shows promise, further studies are needed to explore its effects and applications in medicine [2][8]. - Companies are investing in research to better understand ergothioneine's potential, with Huaxi Biological planning to invest 1.35 million yuan in related projects [7]. Production and Supply Chain - The production of ergothioneine has historically faced challenges due to low yields from natural sources, but advancements in synthetic biology are enabling domestic companies to increase production capacity. For instance, Chuaning Biological plans to establish a facility capable of producing 0.5 tons of ergothioneine annually [6][8]. - The majority of ergothioneine is produced through microbial fermentation or enzyme catalysis, with domestic firms achieving over 99% purity in their products [8].

导读： 我国首个合成生物学院在天津大学揭牌，将聚焦科研突破与人才培养，推动合成生物学发展。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近日， 天津大学合成生物与生物制造学院正式揭牌。据悉，这是我国"世界一流建设高校"中 首个合成生物学院 ，也是天津大学统筹推进教育科技人才体制机制一体改革的重要举措。 新成立的合成生物与生物制造学院将整合多学科资源，用人工智能赋能教学科研，搭建全方位 的人才培养与科研创新平台。 科研方面，学院力争实现前瞻性基础研究和引领性原创成果的重 大突破，在部分方向实现领跑；产出一批共性关键技术、前沿引领技术、颠覆性创新技术，为 我国医药健康、能源材料、生物育种和环境治理等提供科技支撑。人才培养方面，学院突破学 科限制，建立完善的专业动态调整机制，设立交叉学科课程及实践课题，为学生参与跨学科学 习和研究创造条件；还将探索"以任务带学科，以任务聚人才"的培养模式，通过重大任务和重 点项目，开展研究性项目式教学，所有学生都将参与科研项目训练，构建多学科贯通的知识体 系，形成多维能力；同时，将汇聚全球优质资源，为拔尖学 ...

Investment Rating - The industry investment rating is "Overweight" [2] 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 [5][12]. Summary by Sections 1. Industry Market Performance - The synthetic biology sector saw an increase of 1.13% in the week of May 26 to May 30, 2025, outperforming the Shanghai Composite Index by 1.16% and the ChiNext Index by 2.53% [6][20]. 2. Company Business Progress - Shanghai Puranwei and the Shanghai Academy of Agricultural Sciences signed a strategic cooperation agreement to develop mycelium leather technology, aiming to create a new type of biological material to replace traditional leather [26]. - Angel Yeast announced a 230 million yuan investment in a project focused on serum-free cell culture medium technology, marking its entry into the synthetic biology sector [26]. - Xiangsheng Technology unveiled its Shanghai product headquarters, focusing on the large-scale application of bio-based materials like FDCA and PEF [27]. 3. Industry Financing Tracking - The report notes an acceleration in financing for synthetic biology companies, with nearly a hundred companies completing new financing rounds since the beginning of 2025 [37]. - Haobo Pharmaceutical completed a $50 million B+ round of financing to advance its antisense oligonucleotide drug AHB-137 for chronic hepatitis B [37]. - Swiss biotechnology company GlycoEra raised $130 million in a B round to develop its IgG4-targeting protein degradation agents [37].