2 0 1 7 年 的 那 些 傍 晚 ， Sy l v a i n M a rt e l 走 进 磁 共 振 实 验 室 时 ， 已 习 惯 于 看 到 M RI 机 器 里 有 头 活 猪 。 M a rt e l 是 加 拿 大 蒙 特 利 尔 理 工 学 院 的 纳 米 机 器 人 研 究 员 。 那 时 ， 他 和 同 事 们 已 经 花 了 十 多 年 改 进 能 够在动物体内利用磁共振仪磁场进行操控的微型机器人群。他们希望，有一天这种纳米机器人能作为 载体，将抗癌药物精准输送至体内病灶。那晚，研究团队正在探索重力的影响——通过改变猪在机器 中的体位，测试能否帮助这些纳米机器人穿过动脉的众多分支，抵达肝脏。 团队注视着屏幕，看到纳米机器人逐渐向肝脏移动，并在那儿聚集成一团明亮而闪烁的云。与此前让 猪平躺的实验相比，这次将它们以略微向下的角度放置在M RI机器中，抵达目标部位的机器人数量增 加 了 近 三 倍 。 M a rt e l 表 示 ， 尽 管 这 次 实 验 成 功 只 是 预 示 着 更 多 后 续 工 作 ， 感 觉 仍 然 是 多 年 反 复 试 验 与探索的一个小高潮。 "这些年 ...

Core Viewpoint - Marubi Biotechnology has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors. The company ranks third in the Chinese market for recombinant collagen skincare products by retail sales in 2024, focusing on anti-aging skincare through synthetic biology technology [1][2]. Group 1: Company Overview - Marubi operates two main brands: Marubi (丸美) and L'HOTEL (恋火). The Marubi brand specializes in eye and facial anti-aging care, holding the top position in retail sales for eye care brands in China from 2021 to 2024. L'HOTEL focuses on base makeup products, ranking third among domestic base makeup brands and fifth overall in China for retail sales in 2024 [2]. - The company has developed over 80 proprietary ingredients, including recombinant double collagen and SPGβ-glucan, with more than 30 products achieving large-scale production. It operates two production bases in Guangzhou, equipped with high-density fermentation and purification processes for recombinant collagen production [2]. Group 2: Industry Position and Innovations - According to a report by Frost & Sullivan, Marubi ranks third in the recombinant collagen skincare segment in China by retail sales for 2024. The company has successfully developed recombinant double collagen, an engineered product that combines type I and type III collagen using translation pause and C-PRO loop technology [1]. - As of September 30, 2025, Marubi is the first and only company in China approved as a national research center for recombinant functional protein technology, having been recognized as a key drafting unit for the industry standard "Recombinant Soluble Collagen" by the Ministry of Industry and Information Technology [1].

Core Viewpoint - Guangdong Marubi Biotechnology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors, highlighting its position as a leading Chinese beauty company focused on anti-aging solutions [1] Company Overview - Marubi Biotechnology specializes in providing anti-aging skincare solutions and has over 20 years of experience in the industry, driven by synthetic biology technology [1] - The company emphasizes research and development, particularly in core technologies such as recombinant collagen, to innovate skincare products with anti-wrinkle, firming, and repairing effects [1] Market Position - According to a report by Frost & Sullivan, Marubi is the third largest beauty company in China in the segment of recombinant collagen skincare products, based on retail sales projected for 2024 [1]

Core Viewpoint - Mamei Biotechnology is a leading Chinese beauty company focused on anti-aging solutions, leveraging synthetic biology technology and core innovations in skincare products to drive growth in the industry [4][5]. Company Overview - Mamei Biotechnology has over 20 years of experience in the anti-aging skincare sector, emphasizing research and development, particularly in recombinant collagen technology [4]. - The company has developed recombinant double collagen, a unique engineered protein that combines type I and type III collagen into a single molecule, enhancing its product offerings [4]. - Mamei has been recognized as a key contributor to the industry standard for "recombinant soluble collagen" and is the only company in China approved as a national research center for recombinant functional protein technology [4][5]. Market Position - Mamei has ranked first in the Chinese eye care brand market from 2021 to 2024 based on retail sales, while its brand "Lianhuo" ranks third among domestic foundation brands and fifth overall in the foundation category [5]. - Lianhuo has achieved a compound annual growth rate (CAGR) of 77.5% in retail sales from 2022 to 2024, the highest among the top five foundation brands in China [5]. Product Development - The company has established a comprehensive value chain for core raw materials, developing over 80 proprietary ingredients, with more than 30 achieving large-scale production [7]. - Mamei operates two production bases in Guangzhou, which support high-density fermentation and purification processes for recombinant collagen production [7]. Financial Performance - Mamei's revenue for the fiscal years ending December 31 from 2022 to 2025 is projected to be RMB 1.73 billion, RMB 2.23 billion, RMB 2.97 billion, and RMB 2.45 billion respectively [8]. - The company reported profits of RMB 167.43 million, RMB 277.59 million, RMB 342.36 million, and RMB 246.65 million for the same periods [9]. - Gross profits for the same periods are RMB 1.18 billion, RMB 1.56 billion, RMB 2.18 billion, and RMB 1.83 billion respectively [10]. Industry Overview - The Chinese beauty market is projected to grow from RMB 460.3 billion in 2019 to RMB 566.3 billion by 2024, with a CAGR of 4.2% [10]. - The skincare market is expected to expand from RMB 355.9 billion in 2019 to RMB 451.4 billion by 2024, with a CAGR of 4.9% [13]. - The makeup market is anticipated to grow from RMB 104.5 billion in 2019 to RMB 114.8 billion by 2024, with a CAGR of 1.9% [16].

Group 1 - The core viewpoint of the article is that Guangdong Marubi Biotechnology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [1] - Marubi Biotechnology is a leading Chinese beauty company focused on providing anti-aging solutions, leveraging synthetic biology technology and over 20 years of experience in the anti-aging skincare industry [1] - The company emphasizes research and development, particularly in core technologies such as recombinant collagen, to innovate skincare products with anti-wrinkle, firming, and repairing effects [1] Group 2 - According to a report by Frost & Sullivan, Marubi Biotechnology is the third largest beauty company in China in the recombinant collagen skincare segment, based on retail sales projected for 2024 [1]

Group 1 - The core viewpoint of the article is that Guangdong Marubi Biotechnology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [1] - Marubi Biotechnology is a leading Chinese beauty company focused on providing anti-aging solutions, leveraging synthetic biology technology and over 20 years of experience in the anti-aging skincare industry [1] - The company emphasizes research and development, particularly in core technologies such as recombinant collagen, to create skincare products with anti-wrinkle, firming, and repairing effects [1] Group 2 - According to a report by Frost & Sullivan, Marubi is the third largest beauty company in China in the recombinant collagen skincare segment, based on retail sales projected for 2024 [1]

Core Viewpoint - The company, Jindawei, emphasizes its strong R&D and manufacturing capabilities, leveraging synthetic biology as a foundational innovation engine to create a comprehensive biological manufacturing platform driven by microbial fermentation and enzyme catalysis, supported by chemical synthesis [2] Group 1: R&D and Manufacturing Strength - The company possesses robust R&D and manufacturing capabilities [2] - It utilizes synthetic biology as a core innovation engine [2] - The company has developed a complete technology chain from molecular design to green manufacturing [2] Group 2: Product Development and Market Potential - The company focuses on innovative health product raw material development [2] - It has strategically positioned itself in product categories with significant market potential, including coenzyme Q10, algal oil omega-3, and biological sweeteners [2]

川宁生物（301301.SZ）12月11日在投资者互动平台表示，公司采用合成生物学技术生产肌醇，相较于 传统提取工艺，在菌种设计、发酵工艺等方面具备创新优势。目前该技术已实现产业化应用，具体成本 数据涉及商业机密，望您理解。肌醇作为公司合成生物学重点产品，已进入生产阶段。目前巩留合成生 物学基地处于产能爬坡期，具体产能数据及明年销量规划将根据市场订单情况动态调整。公司肌醇已获 得饲料添加剂许可证书，广泛应用于水产、禽畜饲料领域。基于商业保密原则及信息披露合规要求，具 体客户信息暂不便透露，敬请谅解。公司将持续推进合成生物学产业化进程，相关进展请关注公司法定 披露渠道。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：近期关注到中国维生素产业发展高层论坛，川宁生物 继续推出肌醇（维生素B8）。采用生物技术合成替代传统提取方式成本是否有大幅降低。肌醇作为饲 料添加剂，获得了国内外饲料许可。现目前肌醇的价格如何？公司产能如何？预计明年销量如何？肌醇 在水产，禽畜饲料中的应用相当广泛，与公司合作的企业有哪些？ ...

Core Insights - The global biopharmaceutical industry is undergoing significant transformation, with breakthroughs in innovative drug development, synthetic biology, and gene therapy presenting unprecedented opportunities for human health [1] - Guangming District in Shenzhen is positioned as a key area for building a comprehensive national science center, focusing on innovative drug development and technology transfer, aiming to establish a new highland for the biopharmaceutical industry in the Greater Bay Area [1] Event Overview - The "Bay Area Pharmaceutical Research & Wisdom Gathering" seminar will be held on December 12, 2025, in Guangming, Shenzhen, focusing on innovative drug development, technology transfer pathways, and new opportunities for industry expansion [1] - The seminar will feature industry leaders such as Lizhu Biology and CITIC Construction Investment, providing insights into the transformation paths of innovative drug companies and the value reshaping trends in the industry chain for 2026 [1] Project Roadshow and Investment Opportunities - The seminar will include a project roadshow segment featuring three cutting-edge biopharmaceutical companies: Pamplona Biotech (Shenzhen), Hailike (Beijing), and Shenzhen Ruixing Biotechnology, showcasing their technological breakthroughs and commercial potential in targeted protein degradation and differentiated drug development [2] - A "Capital Face-to-Face" session will facilitate one-on-one discussions between financing companies and investors, with participation from renowned investment institutions such as Sequoia China, Gaotie Capital, and Cornerstone Capital, aimed at providing precise capital support and strategic guidance to biopharmaceutical companies [2] Collaborative Platform - The "Bay Area Pharmaceutical Research & Wisdom Gathering" serves as a high-end collaboration platform linking technology, capital, and industry, inviting experts, business leaders, and investment representatives to foster consensus and resource connections for high-quality development in the biopharmaceutical sector of the Greater Bay Area [2]

当前，全球生物医药产业正经历深刻变革，创新药研发、合成生物学、基因治疗等前沿技术加速突破， 为人类健康事业带来前所未有的机遇。光明区作为深圳建设综合性国家科学中心的核心承载区，在创新 药研发、科技成果转化等领域具备独特优势，正全力打造大湾区生物医药产业新高地。 为搭建行业交流合作平台，聚焦创新药研发前沿、科技成果转化路径及产业出海新机遇，由深圳市卫光 生命科技控股集团有限公司主办，深圳证券时报社有限公司作为媒体支持单位的"湾区药研 智汇光 明"粤港澳大湾区生物医药行业专题沙龙，将于2025年12月12日在深圳 光明银星合成生物产业园盛大举 行，共探生物医药高质量发展之道。 本次沙龙特别邀请了丽珠生物、中信建投（601066）等行业标杆嘉宾，深度解析创新药企业的蜕变路 径，展望2026年创新药产业链的价值重塑趋势，为参会者带来前沿的行业洞察与战略思考，助力企业明 晰发展方向、把握战略机遇。 为促进技术与资本的高效对接，沙龙特别设置优质项目路演环节。潘普洛纳生物科技（深圳）有限公 司、海徕科（北京）生物技术有限公司、深圳睿陉生物科技有限公司三家前沿生物医药企业，将集中展 示其在靶向蛋白降解、差异化多（双）抗药物开 ...