作为新质生产力的代表，合成生物学、生物制造以及生物产业，近些年，受到来自政产学研用金各 方广泛关注和重点支持，多地政府将合成生物制造产业写进工作报告。 科学家、企业家和投资家， 在产业发展中发挥着重要作用。 融行业智慧、共襄盛举 聚产业力量、擘画未来 第三届SynBio Suzhou中国合成生物学"科学家+企业家+投资家"大会 将于2025年8月1-2日在 苏州 国际博览中心 举办（同期举办 第七届CMC-China博览会 ）！ 扫码！锁定免费参会名额！ 话题将覆盖： 农业、食品与能源， 医美、医药、大健康 ， 合成生物技术、中试放大与商业化， 以 及 项目路演 等多个方面，诚邀莅临，共襄盛举！ 常珊 往期精彩： 大会主办丨 Synbio深波 会议时间 | 2025年8月1-2日 会议地点 | 中国·苏州·国际博览中心B馆 扫码！锁定免费参会名额！ 圆满落幕！下一站去哪？2023中国（苏州）合成生物学创新峰会成功 举办 2023中国(苏州)合成生物学产业技术峰会圆满落幕 合成生物，聚势苏州：2024中国合成生物学"科学家+企业家+投资 家"大会圆满召开！ 往期嘉宾 阵容 (按首字母排序,排名不分先后，嘉宾单位 ...

Core Viewpoint - The collaboration between Wanhua Chemical and the Biological Island Laboratory aims to drive innovation in biomanufacturing and biobased materials, positioning the companies as leaders in the industry [1][3]. Group 1: Partnership and Support - On May 6, Wanhua Chemical and the Biological Island Laboratory officially signed a partnership agreement focusing on biobased materials and other innovative fields [1]. - The collaboration was initially announced on April 16, with support from the Guangzhou Science and Technology Bureau, which pledged to provide necessary policy and resource services [3]. Group 2: Wanhua Chemical's Strategic Focus - Since 2017, Wanhua Chemical has been investing in synthetic biology, establishing a comprehensive platform that includes upstream gene engineering, enzyme engineering, fermentation engineering, and downstream separation and purification [4]. - The company is primarily focused on three areas: nutrition and health, daily chemical care, and fragrance and flavor, enhancing its portfolio of high-end fine chemicals [5]. Group 3: Innovations in Biobased Products - Wanhua Chemical has made significant advancements in biobased materials, having developed the world's first 100% biobased TPU material in 2022, along with other products such as biobased TPU, polylactic acid (PLA), biobased polyether products, biobased emulsions, and biodegradable films [6]. - On February 19, the company launched the world's first biobased 1,3-butanediol, which is applicable in moisturizers and solvents for products like serums, cleansers, and sunscreens [7]. Group 4: Future Directions and Industry Engagement - In its latest 2024 annual report, Wanhua Chemical highlighted its commitment to exploring cutting-edge fields such as synthetic biology to prepare for future industry developments [10]. - The company will participate in the 10th Biobased Conference and Exhibition in Shanghai from May 25-27, where it will showcase its high-performance biobased nylon elastomers and discuss product strategies [11].

Core Viewpoint - The article emphasizes the importance of scaling and cost-effectiveness in the bio-manufacturing industry to compete with traditional manufacturing sectors, particularly the chemical industry, and to achieve carbon neutrality goals [6][10][12]. Group 1: Key Elements of Bio-Manufacturing - Bio-manufacturing is positioned as a manufacturing sector that aims to replace traditional industries, particularly chemicals and inorganic materials [6][10]. - The success of high-tech industries relies heavily on research and development investments, which must be supported by companies possessing core technological capabilities [6][7]. - Intellectual property protection is crucial for fostering innovation and ensuring that companies can profit from their research investments [8][9]. - The supply of raw materials is a significant challenge, as bio-manufacturing must find reliable and stable sources of biomass that do not compete with food supplies [9][10]. Group 2: Resource Factors - Current bio-manufacturing resources primarily include food crops and biomass, with high-energy raw materials like palm oil and soybeans being expensive [13][17]. - Corn is the main raw material for bio-manufacturing globally, but its use in China is limited due to population pressures [17][19]. - The industry faces challenges in utilizing agricultural waste effectively, with many attempts resulting in commercial failures [17][19]. Group 3: Cost Factors - Selecting the right projects is essential to minimize trial and error costs in bio-manufacturing [20][22]. - The bio-manufacturing industry must compete with fossil fuels, and the energy density of bio-based materials is inherently lower than that of traditional chemical products [21][22]. - The cost structure of bio-manufacturing in China is competitive due to lower labor and investment costs compared to the US and Europe [28][30]. Group 4: Market Factors - New bio-manufactured products face significant market entry challenges, including user risk perceptions and complex value chains [31][33]. - The competition is not only from peers but also from established fossil fuel industries, which dominate market standards and decision-making processes [37][38]. - There are negative perceptions about bio-manufacturing being small-scale and high-cost, which can hinder investment and market acceptance [38][40]. Group 5: Recommendations for Bio-Manufacturing in Hainan - Companies should consider competitive energy solutions and the availability of raw materials when establishing bio-manufacturing projects in Hainan [48][49]. - The government should facilitate market access for bio-manufactured products to encourage early adoption and create demonstration cases [49][50].

Core Viewpoint - The company, Lude Environment, focuses on the resource utilization of brewing by-products through synthetic biology, aiming to expand its applications into food ingredients, bio-based materials, and cosmetics by 2025 [1][5]. Group 1: Company Overview - Lude Environment was established in 2006 and utilizes synthetic biology as a foundational technology, focusing on brewing by-products as a substrate for microbial production [3]. - The company has developed a comprehensive biomanufacturing technology chain, including strain selection, fermentation control, and product enrichment, positioning itself as a leader in industrial applications [3]. Group 2: Current Projects and Achievements - As of the end of 2024, Lude Environment has five operational factories with an annual production capacity of 470,000 tons, and plans to increase total capacity to 700,000 tons [4]. - The company has made significant progress in its research project on producing gamma-aminobutyric acid (GABA) from brewing waste, achieving a 200L fermentation pilot scale and publishing two SCI papers [1][4]. Group 3: Future Development Plans - Lude Environment plans to establish a "synthetic biology pilot platform" by 2025, focusing on next-generation core technology reserves through independent research and industry-academia collaboration [5]. - The company aims to enhance its R&D efforts to introduce new high-value bioactive molecules and diversify its business into new application areas such as bio-materials, cosmetics, and health foods [5].

Core Viewpoint - The establishment of Anhui Juyi Technology Co., Ltd. marks a significant development in the bio-based materials sector, focusing on research and production of bio-based materials and chemical products [1]. Group 1: Company Overview - Anhui Juyi Technology Co., Ltd. has a registered capital of 11 million yuan and its business scope includes research and sales of bio-based materials [1]. - The company is jointly owned by Shanghai Yiru Biotechnology Co., Ltd. (51%) and Jiangsu Jujie Microfiber Technology Group Co., Ltd. (49%) [3]. Group 2: Key Products and Innovations - Yiru Biotechnology, established in late 2021, has developed core products such as Naro cultivated leather, utilizing directed evolution and gene editing technologies to transform strains and produce microbial fibers and proteins from non-food biomass [5]. - The company has invested 100 million yuan to establish a large-scale production base in Changzhou High-tech Zone, with a planned annual output of 1,500 tons of leather slurry and 12 million meters of leather [5]. - Jujie Microfiber focuses on the research, production, and sales of ultra-fine composite fiber materials, and has recently introduced bio-based leather materials produced through synthetic biology technology, emphasizing high technical content and cost advantages [6].

Core Viewpoint - Synthetic biology, biomanufacturing, and the bio-industry have gained significant attention and support from various sectors, including government, academia, and investment, with many local governments incorporating synthetic biology manufacturing into their work reports [1] Group 1: Event Information - The 3rd SynBio Suzhou China Synthetic Biology "Scientists + Entrepreneurs + Investors" Conference is scheduled for August 1-2, 2025, at the Suzhou International Expo Center, alongside the 7th CMC-China Expo [3] - The conference will cover topics such as agriculture, food and energy, medical aesthetics, pharmaceuticals, health, synthetic biology technology, pilot scale-up, commercialization, and project roadshows [3] - The previous events, including the 2023 China (Suzhou) Synthetic Biology Innovation Summit and the 2024 China Synthetic Biology "Scientists + Entrepreneurs + Investors" Conference, were successfully held [3][25] Group 2: Participant Information - Notable past guests include experts from various institutions, such as Jiangsu University of Technology, Nanjing University of Technology, and Shanghai Jiao Tong University, highlighting the diverse expertise present at these events [4][6][7] - The participation of industry leaders and researchers indicates a strong collaborative effort in advancing synthetic biology and biomanufacturing [4][6][7] Group 3: Expo Details - The 7th CMC-China Expo is expected to attract 20,000 attendees, feature 450 exhibiting companies, and host 25 cutting-edge forums with 600 invited guests [15] - The expo will include multiple exhibition halls, focusing on raw materials, synthetic biology, CXO & MAH & DDS, pharmaceutical brands, and innovative drugs & biopharmaceuticals [15]

Group 1: Business Segments Overview - The company expects stable performance in the infusion segment for 2025 compared to 2024, with growth anticipated in parenteral nutrition and powder-liquid dual-chamber bag products [2] - The company aims to expand its market share in specialty drugs, particularly in antibiotics, with effective market access achieved in 2024 [1] - The company plans to focus on expanding its diabetes medication portfolio, with products like Ertugliflozin and Sitagliptin expected to drive growth in the next 2-3 years [1] Group 2: International Expansion Strategy - The company is initiating its overseas strategy by targeting the preventive medicine sector in Singapore, with plans to expand into Southeast Asia [1] - Ongoing discussions with major pharmaceutical companies in the Middle East are part of the company's international market exploration [1] Group 3: Innovation Pipeline and Commercialization - The company has several important meetings planned for the second half of the year to discuss its innovation pipeline, particularly focusing on TROP2-ADC and other ADC products [3] - Three products across five indications have been approved since November last year, with a strong focus on major cancer types such as breast cancer and lung cancer [4] Group 4: Market Challenges and Responses - The tenth batch of centralized procurement has significantly impacted the company's potassium chloride injection segment, affecting both unit prices and market share [5] - The company plans to compensate for the decline in potassium chloride sales by increasing the volume of other plastic injection products [5] Group 5: Financial Performance and Cost Management - The gross margin for the infusion segment has slightly decreased in recent years, with the company implementing cost-reduction measures through new high-speed production lines [9] - The overall gross margin for Chuan Ning Bio is projected to be around 36% in 2024, reflecting a 4% increase compared to the previous year [9] - The company has seen a steady decline in sales expense ratios due to effective marketing management reforms [9] Group 6: Raw Material and Export Considerations - The company is currently exempt from U.S. tariffs on antibiotic intermediates, with most overseas sales directed to India [12] - Should tariffs be imposed, the company is prepared to take proactive measures to minimize the impact [12]

5月6日从中国科学院天津工业生物技术研究所获悉，该所微生物代谢工程研究组的戴住波研究员团队运 用合成生物学技术，创建了我国首个以中药复方制剂为主题的人工本草细胞——复方丹参酵母1.0。该 细胞无须中药材的野外采集或种养，直接利用葡萄糖、乙醇等简单碳源，一站式发酵生产中药复方制 剂。相关研究成果发表在学术期刊《中医药科学（英文版）》上。（科技日报） ...

Investment Rating - The report assigns a "Buy" rating for the company, marking it as the first recommendation [1][8]. Core Insights - The company achieved a total revenue of 4.237 billion yuan in 2024, with a slight year-on-year growth of 0.32%, while the net profit attributable to shareholders reached 81 million yuan, reflecting a significant increase of 31.11% [4]. - In Q1 2025, the company reported a total revenue of 1.211 billion yuan, showing a year-on-year growth of 22.28% and a quarter-on-quarter growth of 35.57%. The net profit attributable to shareholders surged to 108 million yuan, marking a year-on-year increase of 1373.23% and a quarter-on-quarter increase of 258.81% [4]. Summary by Sections Revenue and Market Performance - The company's overall revenue remained stable in 2024, with a notable divergence between domestic and international markets. The domestic market faced pressure due to intensified competition and fluctuations in agricultural product prices, leading to a 1.30% decline in revenue. In contrast, the international market contributed 1.436 billion yuan, accounting for 33.89% of total revenue, with a year-on-year increase of 3.64% [5]. Production Capacity and Cost Management - The company has a production capacity of 132,700 tons for formulations and 110,200 tons for active ingredients, with utilization rates of 85.98% and 78.86% respectively. Although the capacity remains industry-leading, the utilization rates are relatively low. The gross margins for key products, including agricultural fungicides, insecticides, and veterinary drugs, improved year-on-year, standing at 27.54%, 15.06%, and 21.46% respectively [5]. Research and Development - The company increased its R&D investment to 162 million yuan in 2024, with a 9.56% rise in the number of R&D personnel. The establishment of a synthetic biology laboratory and the development of new products, such as herbicide intermediates and fungicides, are expected to drive future growth [6][7]. Profit Forecast - The company is projected to achieve net profits of 260 million yuan, 374 million yuan, and 462 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding price-to-earnings ratios of 21.3, 14.8, and 11.9 [8][10].

Core Viewpoint - Synthetic biology, biomanufacturing, and the bio-industry have gained significant attention and support from various sectors, including government, academia, and investment, with many local governments incorporating synthetic biological manufacturing into their work reports [1] Event Information - The 3rd SynBio Suzhou China Synthetic Biology "Scientists + Entrepreneurs + Investors" Conference will be held on August 1-2, 2025, at the Suzhou International Expo Center, alongside the 7th CMC-China Expo [3] - The conference will cover topics such as agriculture, food and energy, medical aesthetics, pharmaceuticals, health, synthetic biology technology, pilot scale-up, commercialization, and project roadshows [3] Previous Events - The 2023 China (Suzhou) Synthetic Biology Innovation Summit and the 2023 China (Suzhou) Synthetic Biology Industry Technology Summit were successfully concluded [3] - The 2024 China Synthetic Biology "Scientists + Entrepreneurs + Investors" Conference was also successfully held [3] Guest Lineup - Notable past guests include experts from various institutions and companies, such as Jiangsu University of Technology, Nanjing University of Technology, and Fuxing Ruizheng Capital, showcasing a diverse range of expertise in synthetic biology and biomanufacturing [4][5][6][7][8] Expo Scale and Structure - The 7th CMC-China Expo is expected to attract 20,000 attendees, feature 450 exhibiting companies, host 25 cutting-edge forums, and include 600 invited guests [15] - The expo will consist of four exhibition halls, including the raw materials and synthetic biology hall, CXO & MAH & DDS hall, pharmaceutical brand hall, and innovative drugs & biopharmaceuticals hall [15] Exhibition Opportunities - The synthetic biology hall (B hall) is open for companies involved in synthetic biology and modern biotechnology applications to register for exhibition space, providing opportunities for showcasing products and services [16]