近年来，合成生物学技术迭代更新迅猛，与生物医药产业深度融合，在 药物研发、疾病诊疗和绿色可 持续生产 等关键领域展现出巨大潜力与广阔市场空间。在疾病诊断方面，合成生物学为早期、精确诊 断提供了创新思路与技术支撑；在疾病治疗方面，基于合成生物学原理的细胞疗法、细菌疗法、新型疫 苗和生物医学材料等前沿成果不断涌现，为患者带来新希望。据相关数据显示，2023年全球合成生物学 市场规模已突破 170亿美元 ，其中医疗健康领域约 64亿美元 ，占比近 40% 。未来合成生物学在医疗健 康领域的应用规模有望持续攀升，预计到2028年将达到 133亿美元 。随着基因编辑、高通量测序、生物 信息学和人工智能等技术的不断进步，合成生物学在医药领域的应用场景将不断拓展，为医药产业的转 型升级提供强大动力。 2025第二届合成生物制造创新发展大会 将于 2025年5月22-23日 在 上海浦东喜来登由由大酒店 盛大启 幕。本次大会以" 合成新'基'遇，智造赢未来 "为主题，邀请全球生物制造领域的专家、企业家和科研 机构，聚焦合成生物技术在 医药、食品、化妆品、新材料、AI方向 的应用，共同探讨生物制造技术的 发展趋势、市场机遇与挑 ...

Core Insights - Dongfeng Group reported a revenue of 1.424 billion yuan for 2024, with a significant increase in net cash flow from operating activities by 327.08% to 33.5344 million yuan, indicating stable operations during its strategic transformation period [1] Group 1: Business Focus and Strategy - The company is undergoing a strategic transformation, focusing on new materials and Class I pharmaceutical packaging businesses, optimizing its product structure to include various types of new energy membranes and pharmaceutical packaging materials [1] - Dongfeng Group has established an integrated platform in the pharmaceutical packaging sector, acquiring five production bases in Guizhou, Chongqing, and Jiangsu, and forming a core industry platform for its pharmaceutical packaging business [2] Group 2: Capacity Expansion and Client Development - To expand its capacity, Dongfeng Group is investing in multiple projects, including a 4 billion yuan investment in Chongqing for a smart manufacturing base for pharmaceutical bottle caps and straws, and a 5 billion yuan investment in Changzhou for high-barrier pharmaceutical packaging materials [3] - The company is actively developing foreign pharmaceutical clients, having initiated collaborations with several international companies, including Fresenius and Takeda, focusing on various packaging products [3] Group 3: Innovations in New Materials - Dongfeng Group is advancing in the new materials sector, collaborating with universities on key technology research projects for solid-state batteries and developing high-barrier packaging materials using natural materials [4] - The company has established a new subsidiary to expand into composite fluid and solid-state battery fields, investing in the development of various products, including composite copper/aluminum foils and solid-state battery electrolyte membranes [4] Group 4: Shareholder Changes and Future Prospects - The company announced a change in control, with the state-owned asset supervision and administration commission becoming the actual controller, which is expected to enhance resource input and competitive advantages for sustainable development [5]

Core Viewpoint - Chuaning Bio reported a positive overall business performance for the fiscal year 2024, with significant growth in revenue and net profit, driven by increased sales and improved production efficiency [1][2] Financial Performance - The company achieved an operating income of 5.758 billion yuan, representing a year-on-year increase of 19.38% [1] - Net profit attributable to shareholders reached 1.4 billion yuan, up 48.88% year-on-year [1] - Basic earnings per share were 0.63 yuan, reflecting a growth of 50.00% compared to the previous year [1] Business Segments - The main business revenue breakdown includes: - Erythromycin thiocyanate: 32.35% - Cephalosporin intermediates: 24.96% - Penicillin intermediates: 41.95% - Other products: 0.74% [1] Strategic Development - The company adheres to a "dual-drive" strategy focusing on "biological fermentation" and "synthetic biology" [1][2] - Chuaning Bio has become a leading enterprise in the global biological fermentation technology industry, maintaining stable growth in product orders and prices [2] Investment and Innovation - The company invested 60 million yuan in a private equity fund to enhance its competitive edge and resource allocation [2] - A strategic partnership with Shanghai Jinchang Technology was established to integrate AI into fermentation and synthetic biology research, aiming to improve production efficiency and reduce costs [3] Future Outlook - Chuaning Bio plans to continue its "dual-drive" strategy, leveraging AI technology to maintain its leading position in the biological fermentation sector [4] - The company announced a profit distribution plan, proposing a cash dividend of 2.70 yuan per 10 shares, with total dividends since listing amounting to 1.3 billion yuan [4]

一直在路上，所以停下脚步，只在于分享 包括： 新 材料/ 半导体 / 新能源/光伏/显示材料 等 添加 小编微信 ，遇见 志同道合 的你 写在前面 （文末有惊喜） 正文 = 在 1 is fo 基础化工 点击 最 下方 "在看"和" "并分享，"关注"材料汇 行业专题 以生物造万物. 构建 Al+新质生产力新业态 合成生物深度系列报告之一 主要观点: ● 合成生物学是生产力转型升级新方向 合成生物学是一门基于工程化的设计理念,结合生物学、化学、医 学、农学、工程学、计算机与数据科学等交叉学科技术,旨在设计 和构建新的生物系统,以实现特定的功能,其本质是让细胞为人类 工作生产想要的物质。合成生物学和发酵工程的区别在于是否对细 胞进行定向性干预,大幅提升微生物细胞工厂效率。目前合成生物 学可合成的大宗化学品仅几十种,在整体基础化学品中的占比还非 常有限,还无法颠覆性替代传统化工,但在部分领域有比较好的应 用场景,具有战略与商业角度的优势,生物制造未来提升空间巨 大。 ● Al 赋能上游+政策推动落地,合成生物学东风将至 当前,国际合成生物学优势力量主要分布在美、欧等地,其政策对 我国来说具备一定参考意义,国内也正 ...

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！ 往期嘉宾 阵容 （按首字母排序，排名不分先后， 嘉宾单位或头衔为参加往期活动时信息，或有改变 ） 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！ 往期精彩： 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！ 大会主办丨 Synbio深波 会议时间 | 2025年8月1-2日 会议地点 ...

Core Viewpoint - The company is actively engaging with investors to discuss its strategic direction, focusing on research and development in innovative drugs, generic drugs, raw materials, and medical aesthetics, while also emphasizing the importance of synthetic biology in its growth strategy [1][2]. Group 1: R&D Strategy - The company has established a systematic and efficient R&D project initiation mechanism, focusing on three core areas: innovative drugs, generic drugs, and raw materials, along with medical aesthetics [1]. - The R&D strategy is driven by the dual focus on clinical and market value, aiming to create a well-structured R&D pipeline that emphasizes differentiated advantages and market competitiveness [2]. - The Shanghai Innovation Drug R&D Center is a key strategic asset, focusing on cutting-edge technologies such as small nucleic acids and AI-assisted R&D, with completion expected this year [3]. Group 2: Financial Performance and Projections - The company anticipates a reduction in unit product depreciation costs as production capacity utilization increases, following a peak in depreciation last year [4]. - A 50% provision for bad debts has been made for accounts receivable from Puli Pharmaceutical due to its ongoing delisting process and potential litigation risks [5]. Group 3: Product and Market Development - The company’s product "Tezhixing" is fully utilized with a commercial inventory cycle of about three days, indicating strong demand, and an expansion project is expected to be operational by mid-next year [5]. - The CSO product line, particularly "Niuzaili" and "Jierun," is expected to see significant growth due to demographic trends and improved accessibility through distribution adjustments [5]. Group 4: Animal Health Business - The company has a 31-year history in the animal health sector, with a shift towards pet medications expected to account for over 50% of sales by 2025, positioning it as a leading brand in the domestic pet medicine market [6]. - The company is focused on solidifying performance in its animal health segment, with plans for potential future public offerings subject to regulatory compliance [6]. Group 5: International Expansion - The company views the global market as an opportunity, with a strategy to integrate international operations across regions such as Brazil, the Middle East, and Eastern Europe, while also preparing for markets in Japan and Southeast Asia [7]. - The international business strategy includes not only exports but also establishing overseas manufacturing and leveraging e-commerce [7]. Group 6: Synthetic Biology and Differentiation - The company’s approach to synthetic biology is based on leveraging existing industrial capabilities, with product launches expected as early as the second half of this year [8]. - The company aims to differentiate itself from leading innovative drug firms by focusing on solidifying its industrial foundation and pursuing a unique strategy in synthetic biology and high-end manufacturing [8][9].

| | | 4#厂房/7#厂 | 5# 房 | 6#厂房/7#厂 | 合计产量 | | | --- | --- | --- | --- | --- | --- | --- | | | | 房扩建区域 | | 房现有区域 | | | | 1 | 原儿茶酸 | 1 | 200 | | 200 | 生物医药制造 | | 2 | 咖啡酸 | 1 | 1 20 | 1 | 150 | 生物医药制造 | | 3 | 羟基酪醇 | 1 | 30 | 1 | 30 | 食品及饲料添加剂制造 | | 4 | 烟酰胺 | 1 | 1 | 3000 | 3000 | 食品及饲料添加剂制造 | | 5 | 幣氨酸 | 1 | / | 2000 | 2000 | 食品及饲料添加剂制造 | | 6 | y-氨基丁酸 | 1 | 1 | 1000 | 1000 | 食品及饲料添加剂制造 | | 7 | 谷蓝 | 30 | 20 | 1 | 50 | 生物医药制造/食品及 | | | | | | | | 饲料添加剂制造 | | 8 | D-甘露糖 | 133.6 | 16.7 | 300 | 450.3 | 食品及饲料添加剂制造 | | 9 ...

【SynBioCon】 获 悉， 近日，百开盛生物宣布 瑞鲍迪苷M （Rebaudioside M，RebM）产品正 式通过美国GRAS（一般公认安全）认证， 将为全球食品工业减糖提供"中国方案"。 瑞鲍迪苷M（RebM）是一种天然高倍甜味剂，甜度通常是蔗糖的 200-300 倍。作为一种甜叶菊中的稀有单体，相 比其他甜菊糖苷（如瑞鲍迪苷A），其苦味和后苦味更弱，口感更接近蔗糖，在食品、饮料、膳食补充剂和动物营 养等多个领域展现出广泛的市场应用潜力。 百开盛生物基于独有的酶与生物催化技术平台，实现瑞鲍迪苷生产关键酶的发掘及 定向进化 ，生产 效率相对传统植物合成提高近千倍。 结合自有过程工程技术平台，使所生产的瑞鲍迪苷M产品纯度 （RM≥95%）媲美植物提取，满足高端应用场景需求。 "GRAS"是"Generally Recognized As Safe（一般公认安全）"的缩写, 是美国食品成分的一种重要分类。随着食品技术 尤其是合成生物学技术的不断进步及食品贸易全球化的发展，GRAS认证因其高度的权威性和国际认可度，已成为 众多企业进军国际市场的关键通行证。 参 考 信息 ： 本文素材来自百开盛生物 ，本平 ...

Investment Rating - The report does not explicitly state an investment rating for the synthetic biology industry Core Insights - The synthetic biology sector is experiencing a global technological revolution, providing innovative solutions to major challenges such as health, climate change, and food security, as highlighted by the National Development and Reform Commission's "14th Five-Year Plan for Bioeconomic Development" [4] - The Huazhong Securities synthetic biology index, which includes 58 companies across various sectors, has seen a decline of 9.66% recently, underperforming compared to the Shanghai Composite Index [5][17] Industry Market Dynamics - The synthetic biology sector's stocks have performed poorly recently, with a 9.66% drop, ranking 32nd among sectors [17] - The top five gainers in the synthetic biology sector include: - Novozymes (+27%) - Shandong Heda (+10%) - Yaxiang Co. (+10%) - Pro Pharma (+3%) - Huafeng Chemical (+2%) [18] - The top five losers include: - Xinri Hengli (-18%) - Kasei Biotech (-12%) - Yabao Chemical (-9%) - Berry Genomics (-7%) - Weilan Bio (-6%) [22] Company Business Developments - Anhui Pucan has launched the world's largest CO₂-based polycarbonate production facility, with an annual capacity of 50,000 tons, expected to generate sales of 1.5 billion yuan [23] - Huafeng Chemical plans to acquire two subsidiaries to integrate its polyurethane supply chain, with projected revenues exceeding 6.4 billion yuan in 2024 [23] - Tianchen Company signed a contract for a 100,000 tons/year bioethanol project in Egypt, marking its first venture into the North African market [24] - Kosemet announced a partnership with Shanghai Xinhai Biotechnology to develop bio-synthesized retinol for skincare products [25] Industry Financing Tracking - The synthetic biology sector has seen accelerated financing, with nearly 100 companies completing new funding rounds since the beginning of 2025 [28] - Zhongsheng Suyuan Biotechnology completed a B round financing of 235 million yuan, focusing on iPSC-derived cell therapies [28] - Korean company INTAKE raised approximately 9.2 million USD in a C round financing to develop precision fermentation proteins [29] Company R&D Directions - Jinbo Biotech received approval for its recombinant type III human collagen injection product, marking a breakthrough in high-end medical aesthetics [31] - CellX's mushroom protein received FDA GRAS certification, allowing it to enter the U.S. market [31] - MycoTechnology's truffle sweet protein product received FEMA GRAS certification, showcasing advancements in natural flavoring solutions [32] - Nourish Ingredients and Cabio Biotech successfully commercialized a precision fermentation fat product, enhancing the flavor of plant-based products [34]

Investment Rating - The report does not explicitly state an investment rating for the synthetic biology industry Core Insights - The synthetic biology sector is experiencing a global revolution, integrating into economic and social development to address major challenges such as health, climate change, 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 [4] Industry Market Dynamics - The synthetic biology index decreased by 9.66% to 1437.31 during the week of April 5-11, 2025, underperforming compared to the Shanghai Composite Index, which fell by 1.62%, and the ChiNext Index, which dropped by 4.21% [5][17] - The top five performing companies in the synthetic biology sector during this period were: - Novozymes (+27%) - Shandong Heda (+10%) - Yaxing Co. (+10%) - Pro Pharma (+3%) - Huafeng Chemical (+2%) [18] - The bottom five performing companies were: - Xinri Hengli (-18%) - Kasei Biotech (-12%) - Yaborn Chemical (-9%) - Berry Genomics (-7%) - Blue Biological (-6%) [22] Company Business Developments - Anhui Pucan launched the world's largest CO₂-based polycarbonate production facility, with an annual capacity of 50,000 tons, expected to generate sales of 1.5 billion yuan [23] - Huafeng Chemical plans to acquire two subsidiaries to integrate the polyurethane supply chain, with projected combined revenue exceeding 6.4 billion yuan in 2024 [23] - Tianchen Company signed a contract for a 100,000 tons/year bioethanol project in Egypt, marking its first venture into the North African market [24] Industry Financing Tracking - Synthetic biology companies are accelerating financing, with nearly 100 firms completing new rounds of funding since the beginning of 2025. Zhongsheng Suyuan Biotechnology raised 235 million yuan in its B round, focusing on iPSC-derived cell therapies [28][29] Company R&D Directions - Jinbo Biotech received approval for its recombinant type III human collagen injection product, marking a breakthrough in high-end medical aesthetics [31] - CellX's mushroom mycelium protein received FDA GRAS certification, allowing entry into the U.S. market [31] - MycoTechnology's truffle sweet protein ClearHT received FEMA GRAS certification, showcasing advancements in natural flavoring and health foods [32]