以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 目录 品数据 行业概要 RIM 1.1 生物技术概览 4 1.2 行业相关政策 5 1.3 Q1时间线 6 1.4 寨道图谱 8 投融动态 2.1 Q1投融动态 10 2.2 活跃投资者 13 2.3 Q1 关键投融资事件 14 行业趋势 3.1 生物育种 16 撰稿 来觅研究院 张梓英 代表企业 Rim 设计 来觅数据设计回队 4.1博瑞迪生物 20 2025-05-28 发布 行业概览 生物技术概览 行业相关政策 Q1时间线 赛道图谱 本报告是生物技术2025年 ie Data 米 生物技术概览 近年来,全球对健康、环保和可持续发展的关注度不断提高,生物技术产业在 技术创新、政策支持和资本推动下高速发展,正在医疗健康、现代农业、绿色 制造和环境保护等领域展现出前所未有的发展潜力。据Precedence Research 数据显示，2024年全球生物技术市场规模达到1.55万亿美元,2030年预计市 场规模将达到3.21万亿美元。 在农业领域,生物技术在农业育种方面的应用日益广泛,在全球气候变 ...

Summary of the Conference Call for 嘉必优 Company Overview - 嘉必优 is experiencing growth in the domestic market due to the completion of new national standards and demographic factors, with increased demand for algal oil DHA from core customers, particularly in infant formula products [2][3][5] Key Points Domestic Market Performance - Revenue growth is driven by major clients like 伊利 and 完达山, with significant increases in their purchase volumes [2][7][6] - The proportion of algal oil DHA in infant formula is rising, leading to a notable increase in demand for this product [3][5] - The company expects stable revenue growth due to the ongoing demand from these core clients [6] International Market Strategy - 嘉必优 is focusing on expanding its international client base, particularly through European distributors, with a goal to increase market share for ARA products and promote algal oil DHA and HMO [2][4][22] - The market share in the supply chains of major international clients has increased from 10% to 15%-20%, with a target of reaching 30% [3][22] Product Performance and Profitability - In Q1 2025, profit growth outpaced revenue growth due to optimized product and customer structures, with a higher proportion of high-margin products [4][27] - The company anticipates stable profitability for the year, despite variations in client performance [4][27] Future Growth Opportunities - The company is exploring applications for ARA and DHA beyond dairy products, including health supplements, animal nutrition, and cosmetics [12][13] - The trend towards high-end and differentiated products in the dairy sector presents new opportunities for growth [9][10] New Product Development - Expected high growth products for 2025 include ARA and DHA, driven by domestic clients' increased usage of algal oil DHA [18] - HMO products are also being developed, with some international clients already placing orders [26] Competitive Landscape - The main competitors for ARA are 罗盖特 and for algal oil DHA are 润科, with opportunities for market share growth due to competitors facing challenges [8] Market Trends - The demand for adult and elderly milk powder is increasing, particularly products that incorporate algal oil DHA, aligning with the aging population trend [11] Capacity and Production - The company has sufficient production capacity, with plans to expand further to meet market demand [28][29] Financial Outlook - The company aims for double-digit stable growth in 2025, maintaining its budget without adjustments [17] Additional Insights - The company is leveraging omics technology to enhance product efficacy and support downstream clients in the cosmetics sector [19][20] - The pet nutrition segment, while currently small, is being developed through innovative channels like pet hospitals [14][15][16] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting 嘉必优's growth trajectory and market positioning.

Core Viewpoint - Synthetic biology and biomanufacturing are gaining significant attention and support from various sectors, including government, academia, and industry, highlighting their potential as new productive forces in the economy [1][17]. Event Overview - The SynBio China Third China Synthetic Biology "Scientists + Entrepreneurs + Investors" Expo will be held on August 1-2, 2025, at the Suzhou International Expo Center, featuring over 20,000 participants [3][33]. - The expo will include seven sub-conferences focusing on various aspects of synthetic biology, including health, food, and beauty industries [3]. Industry Challenges - Despite rapid dissemination of synthetic biology concepts in China, the industry faces challenges such as achieving scalable production, realizing product value, market exploration, and innovation in core competitiveness [17]. Applications and Innovations - Synthetic biology is driving innovations in functional ingredients, next-generation food additives, and personalized health foods, showcasing its transformative potential in the food industry [11][12]. - The technology is also advancing in the beauty sector, with applications in functional skincare ingredients and medical aesthetics [15][18]. Collaboration and Networking - The event aims to facilitate collaboration among innovators, industry experts, and investors, providing a platform for project promotion and industry guidance [20].

Core Viewpoint - The recent controversy surrounding the detection of collagen content in cosmetic ingredients highlights the need for improved technical adaptability and the establishment of standardized testing protocols within the industry [1][2]. Group 1: Industry Trends and Market Potential - The "14th Five-Year Plan" for bio-economy development emphasizes synthetic biology as a strategic frontier technology, encouraging its application in health and beauty sectors [2]. - The recombinant collagen market in China is projected to reach 108.3 billion yuan by 2027, with a compound annual growth rate (CAGR) of 44.93% from 2023 to 2027, driven by policy incentives and technological advancements [2]. - Established players like Juzhi Bio, Jinbo Bio, and Chuangjian Medical are intensifying their R&D and market expansion efforts, while new entrants are also emerging in this high-growth sector [2]. Group 2: Detection Method Controversy - The controversy centers on the choice of detection methods and the lack of standardized protocols, with significant discrepancies in collagen content measurements depending on the method used [2][4]. - Official statements indicate that the collagen content detection methods referenced include mass spectrometry and total protein quantification methods, with the Kjeldahl method being the most likely employed due to its simplicity [4]. - The Kjeldahl method, while widely used, has limitations as it cannot distinguish the nitrogen source, raising concerns about its accuracy in complex formulations [5]. Group 3: Technical Challenges and Standardization - The complexity of cosmetic formulations necessitates advanced detection methods that can provide high sensitivity and selectivity, as conventional methods often fall short [8]. - The absence of a unified national standard in China's cosmetics industry leads to inconsistent testing results, as different institutions rely on varying standards, creating potential risks [8][9]. - The analysis and detection industry must take a more active role in standard-setting and method validation to ensure reliable and transparent testing processes in the rapidly evolving fields of bio-materials and cosmetics [9].

「璀璨女性」 为创业邦推出的系列栏目，致力于报道商界、投资界的女性力量，展现她们管理的智 慧，分享她们在困境中破局的勇气与力量。 作者丨卜松 编辑丨刘恒涛 图源 丨 元素驱动 元素驱动 （ 杭州）生物科技有限公司 （ 以下简称元素驱动 ）总部坐落在杭州西郊， 从大楼外观上看， 它 在园区 内 显得 并不特别 ，颇有"大隐隐于市"的味道。 然而，它 却是一家以前沿科技为驱动力，着眼打造人类未来生活图景的高科技企业。它以合成生物技 术，革新着传统化工产品的生产资源、生产方式，生产出新的产品或提高现有产品的生产效率——这就 是生物制造。 成立仅四年，元素驱动实现了绿色合成氨基酸、生物基高性能新材料的产品布局，从实验室走向了生产 线。刘旻昊是元素驱动的联合创始人、董事长，她正在带领团队，与传统企业携手，用生物制造方式来 解决行业绿色升级的难题。未来 ， 也许能见到他们用 生物合成氨基酸100%代替豆粕 养殖生猪 ； 也许还 能见到生物基材料被应用在与人类生活息息相关的各种领域。 元素驱动是西湖大学孵化的科技企业。 作为 全程参与西湖大学创办 的核心成员，刘旻昊曾 担任西湖大 学校长助理、西湖教育基金会秘书长、理事长。 ...

在皮肤健康管理领域，基底膜的重要性早已被学界广泛认知，它堪称皮肤的"地基"，维系着表皮与真皮间的稳固连 接。而作为基底膜核心支撑结构的IV型胶原蛋白，不仅主导皮肤屏障修护进程，更在痤疮、瘢痕增生等皮肤健康问题 上具有关键作用。 在全球化妆品科学领域不断追求创新突破的当下，合成生物学正成为驱动产业发展的核心力量。近期，ICIC2025国际 化妆品创新大会在上海圆满落幕，这场汇聚世界权威皮肤学专家的高规格盛会，聚焦前沿科技成果，为产业发展注入 新动能。作为全球重组胶原蛋白领导者，巨子生物携旗下品牌可复美深度参与大会，不仅举办《合成生物学驱动产业 发展新技术》学术交流分论坛，还成功召开「巨子生物独家专利重组IV型胶原蛋白」发布会，充分展现了以合成生物 学驱动产业创新的强劲实力。 学界洞见：合成生物学重塑皮肤健康管理新范式 巨子生物搭建起以生物活性成分为基础的合成生物学平台，成为全球首家实现量产并商业化生产重组胶原蛋白的企 业。依托前沿合成制备技术，企业突破性实现重组IV型胶原蛋白的研发与规模化量产，并在中国首次实现重组IV型胶 原蛋白与基底膜屏障完整性作用机制的系统性科学验证。大量实验数据证实了其褪红与修护双通路作 ...

Core Viewpoint - Synthetic biology and biomanufacturing have gained significant attention and support from various sectors, including government, academia, and industry, highlighting their importance in driving innovation and economic growth in the biological economy [1][17]. Group 1: Event Overview - The SynBio China Third China Synthetic Biology "Scientists + Entrepreneurs + Investors" Expo will be held on August 1-2, 2025, at the Suzhou International Expo Center [3]. - The expo will feature seven sub-conferences, including discussions on synthetic biology applications in health, food, and cosmetics [3][11][15]. - The event aims to gather over 20,000 participants, showcasing the growing interest and investment in synthetic biology [3][33]. Group 2: Industry Challenges and Opportunities - Despite rapid concept dissemination, the synthetic biology industry in China faces challenges such as scaling production, realizing product value, and fostering market development [17]. - Synthetic biology is viewed as a key to understanding life and a disruptive technology that can significantly enhance China's biological economy [17]. - The industry is focused on promoting collaboration between research and enterprises to facilitate the translation of scientific achievements into practical applications [17][20]. Group 3: Technological Innovations - Advances in synthetic biology include the development of high-throughput reactors, enzyme catalysis, and microbial drug synthesis, which are crucial for biomanufacturing [8][12][15]. - Innovations in functional ingredients and personalized health foods driven by synthetic biology are expected to reshape the food industry [11][14]. - The application of synthetic biology in cosmetics and medical aesthetics is also being explored, with a focus on bio-synthesized ingredients [15][18].

Core Viewpoint - The company is transitioning from its initial phase of basic chemical production to a more advanced stage focused on optimizing core industries and enhancing specialized industrial chains through its "One Body, Two Wings" strategy [2][3][6]. Group 1: Project Developments - The new integrated propylene value chain project was completed in just over eight months, marking it as a significant project in Nanjing Jiangbei New Area with an investment of over 1 billion yuan [2][5]. - The project utilizes advanced international technology, producing propylene from self-sourced materials and combining it with syngas and hydrogen to manufacture octanol [5][6]. - The project achieved successful trial production and sold 80 tons of octanol on the same day, demonstrating rapid recovery of investment [5][6]. Group 2: Financial Performance - In 2021, the company's net profit reached 1.008 billion yuan, a 184.01% increase year-on-year, but fell sharply to 52.9 million yuan in 2022 due to geopolitical issues affecting coal supply and prices [3][4]. - The company aims to maintain positive cash flow and inject new growth into its operations through early revenue-generating projects like the octanol production [7][12]. Group 3: Strategic Direction - The "One Body, Two Wings" strategy encompasses clean energy and high-end chemical materials, with a focus on technological innovation and extending the industrial chain [8][9]. - The company is exploring new markets in high-performance materials, including ultra-high molecular weight polyethylene (UHMWPE) and polyolefin elastomers (POE) [7][8]. - Collaboration with academic institutions aims to enhance capabilities in synthetic biology, targeting new product development and market expansion [10][11]. Group 4: Operational Enhancements - The company is restructuring its management and talent strategy to support its upgraded operational capabilities, ensuring efficient project execution and production optimization [11][12]. - Emphasis is placed on flexible production techniques and digital management to adapt to market fluctuations and improve operational efficiency [12].

一句话趋势：科技与制造热度不减，医疗健康融资升温。 过去一周披露的投融资案例显示，科技与制造行业依旧是资本关注的重点。资金持续向前沿技术聚焦，涵盖半导体设备、机器人和人工智能等赛道。医疗健 康赛道的融资同样亮眼，柯君医药单笔融资过亿元，多家企业完成大额天使轮融资。 在已披露交易中： 21创投不完全统计，5月19日—5月25日，报告日期内国内一级市场发生融资事件62起。其中，有56笔融资披露了融资金额和币种信息，总规模超人民币 48.41亿元。 | 创投 | | 2025年5月19日-5月25日 国内一级市场投融资币种分布 | | --- | --- | --- | | | 市种 | 案例数(起) | | | 人民币 | 51 | | | 美元 | 5 | | | | 注: 数据由21创投根据公开报道整理 | 01、半导体、机器人和生物医药完成多笔融资 本周融资数量最多的依旧是科技与制造行业。在行业领域的诸多赛道中，半导体赛道披露了6笔融资，已披露融资额约2.90亿元人民币；机器人披露了4笔融 资，已披露融资金额约1.50亿元人民币。医疗健康行业，生物医药赛道披露了10笔融资，已披露融资金额约3.55亿元人民币 ...

Group 1 - Veminsyn has completed a strategic financing round of nearly 100 million yuan, with a post-investment valuation of approximately 100 million USD, backed by L'Oréal Group and Naies Group [2][4] - The partnership aims to co-develop innovative bioactive ingredients and promote their large-scale production using low-carbon biomanufacturing technologies [4][12] - Veminsyn, founded in May 2021, focuses on AI and biotechnology in the beauty and personal care sector, providing high-value bioactive ingredients through next-generation biosynthesis technology [4][5] Group 2 - The founders, Zhao Yaran and Chen Jiayue, recognized the potential of biotechnology in consumer goods, particularly in the beauty industry, which has higher raw material value due to its medical attributes [5][6] - The trend towards more flexible, efficient, and low-carbon biosynthesis methods is seen as essential for future innovation in beauty raw materials [5][6] - Veminsyn's new raw material, Time-COL17™, has achieved mass production and market expansion, enhancing the application scenarios for downstream skincare brands [9][11] Group 3 - Veminsyn has established itself as a key supplier for both domestic and international beauty brands, including L'Oréal, Procter & Gamble, and Unilever [12] - The company is also expanding into the home cleaning sector through its partnership with Naies, aiming for global market expansion [12] - The establishment of a GMP-level factory in Suzhou has enabled Veminsyn to produce medical beauty products, further solidifying its position in the industry [12]