Core Insights - The beauty industry is experiencing significant activity in mergers and acquisitions, with notable transactions such as Unilever's acquisition of Dr. Squatch and the investment by Zhong Shanshan in Jinbo Biotechnology [1][12] - International giants like Unilever and L'Oréal are leading the charge in strategic mergers to enhance their brand portfolios and technological capabilities, particularly in emerging markets like India and the Middle East [1][10][12] - The trend of high-value transactions is evident, with 21 deals exceeding 100 million yuan and 6 deals over 1 billion yuan, highlighting the industry's robust investment landscape [1][12] Investment Trends - There were 58 beauty-related investment activities in the first half of the year, including 14 acquisitions, indicating a vibrant investment climate [1][12] - The focus on synthetic biology and biotechnology continues to attract capital, with companies in these sectors receiving significant funding [3][24] - The investment landscape is characterized by early-stage financing, with seed, angel, and A-round investments being predominant [12][24] Regional Focus - India, South Korea, and the Middle East are emerging as key markets for international capital, driven by their rapid growth and unique consumer preferences [12][13][17] - The Middle East beauty market is projected to grow significantly, with a current market size of $40 billion expected to exceed $60 billion by 2025 [15][17] - South Korea is becoming a major supplier of beauty products to the U.S. and Japan, with a market share of 22.2% in the U.S. [15] Company Strategies - Unilever is focusing on expanding its brand matrix in personal care and skincare, with recent acquisitions aimed at entering high-growth segments [8][10] - L'Oréal is investing in technology-driven companies and high-end brands, such as the acquisition of Medik8 for 1 billion euros, to strengthen its position in the skincare sector [10][12] - Domestic companies like Water Sheep and Betaini are actively participating in industry chain investments and acquisitions, indicating a trend towards ecosystem enhancement [12][24] Market Dynamics - The demand for functional and effective products is driving investment in brands that offer clear positioning and innovative solutions [24][26] - Emotional value and consumer experience are becoming critical factors in investment decisions, with brands that provide significant emotional engagement attracting capital [21][24] - The rise of niche markets and specific application scenarios is also influencing early-stage financing, as companies seek to address unique consumer needs [23][24]

Core Viewpoint - The company is undergoing a strategic upgrade focusing on glycoscience and cell biology, leveraging its advantages in synthetic biology for health solutions [6] Financial Performance - Total revenue for 2024 is approximately 5.37 billion, a decrease of 11.61% compared to 2023 [2] - Net profit attributable to shareholders is about 174 million, down 70.59% from the previous year [2] - Net profit after deducting non-recurring gains and losses is approximately 107 million, a decline of 78.13% year-on-year [2] - Operating cash flow for the year is around 564 million, a decrease of 19.32% from 2023 [2] - The company's net assets at the end of 2024 are approximately 6.81 billion, a decrease of 1.93% compared to the end of 2023 [2] Profit Distribution - The company plans to distribute a cash dividend of 0.11 yuan per 10 shares (including tax) [3] R&D Investment - Total R&D investment is approximately 466 million, representing an increase of 1.33 percentage points in relation to total revenue [4] Business Operations - Revenue from raw materials is approximately 1.24 billion, showing a year-on-year growth of 9.47% [5] - Medical terminal business revenue is about 1.44 billion, an increase of 32.03% [11] - Revenue from skin science innovation transformation business is approximately 2.57 billion, down 31.62% year-on-year [11] - Basic earnings per share are 0.36 yuan, a decrease of 70.73% compared to the previous year [5] Strategic Focus - The company is focusing on management transformation, including business process restructuring, organizational and talent changes, and performance system reforms [6] - The company aims to continue technological innovation and optimize its business structure to enhance operational efficiency and achieve high-quality development [6] Market Position - The company is a leading player in the global hyaluronic acid market, with significant presence in Europe, Japan, and the Americas [13] - The company is transitioning from rapid growth to high-quality development, increasing investments in synthetic biology and regenerative medicine [13]

上海奉贤正在加快推动"东方美谷产品"向"东方美谷品牌"转变，坚持先进制造业与现代服务业双轮驱 动，打造千亿级美丽健康特色产业集群。 奉贤区委书记袁泉表示，奉贤将聚焦非共识项目、颠覆性技术，鼓励企业积极应用合成生物、人工智能 等技术，持续推动香妆行业跨界融合，让更多高附加值、强竞争力产品从奉贤走向世界，全力打造全球 化妆品创新高地。 与此同时，奉贤将充分发挥自贸区新片区制度优势，用好海关支持上海"东方美谷"化妆品产业高质量发 展的十一条新政，依托化妆品知识产权快速维权中心等功能性平台，加大知识产权保护力度，全方位赋 能香妆行业创新发展。 （文章来源：新华财经） 新华财经上海7月1日电（记者李荣）1日，中国香妆品牌发展大会在上海奉贤"东方美谷"举行。中国香 料香精化妆品工业协会负责人表示，中国香妆行业将在世界舞台展现更强品牌力量。 中国香料香精化妆品工业协会理事长颜江瑛在致辞中指出，中国香妆协会作为面向香料香精和化妆品行 业的唯一"中字头、国字号"行业组织，积极倡导行业的全链协同，全力打造品牌建设生态体系。 她表示，未来，中国香妆行业要在研发创新、文化传承、可持续发展、品牌建设四大维度上，以更高标 准加强自身建设 ...

Core Viewpoint - The article discusses the significant investment by Zhong Shanshan in Jinbo Biological, a company specializing in recombinant collagen products, highlighting the potential for growth in the beauty and medical aesthetics industry [4][5][20]. Group 1: Investment Details - Jinbo Biological announced two transactions, including introducing Yangshengtang as a strategic investor and transferring shares from founder Yang Xia to Hangzhou Jiushi, totaling an investment of 3.4 billion yuan [4][7]. - The strategic investment from Yangshengtang will involve issuing up to 717.57 million shares, potentially raising 2 billion yuan, marking the largest cash increase in the history of the Beijing Stock Exchange [7]. - After the transactions, Zhong Shanshan will hold a 10.58% stake in Jinbo Biological, making him the second-largest shareholder after Yang Xia [10]. Group 2: Company Background - Jinbo Biological, founded by Yang Xia, focuses on recombinant human collagen products and has achieved a market value of 40 billion yuan [5][16]. - The company’s main products include various medical devices and functional skincare products based on type A recombinant human collagen [16]. - Jinbo Biological's core product, the injectable recombinant type III human collagen, has been widely adopted, with over 2 million applications across approximately 4,000 medical institutions [16]. Group 3: Market Dynamics - The medical aesthetics industry, particularly recombinant collagen, is experiencing rapid growth, with Jinbo Biological reporting a revenue of 1.443 billion yuan in 2024, a year-on-year increase of 84.92% [17]. - The gross profit margin for Jinbo Biological reached 92%, surpassing that of leading companies like Kweichow Moutai [17]. - The article notes that the beauty industry is characterized by high repeat purchase rates, making it a lucrative market for investors [22].

Core Viewpoint - The article emphasizes the importance of biomanufacturing as a key focus for enhancing economic competitiveness in various countries, including China, which is advancing its manufacturing capabilities through initiatives like green manufacturing and intelligent manufacturing [1]. Group 1: Event Overview - The Fourth Synthetic Biology and Green Biomanufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI and biomanufacturing [1]. - The conference aims to explore the development trends of the biomanufacturing industry during the 14th Five-Year Plan period, highlighting innovative technologies and products that will sustain the industry's vitality [1]. Group 2: Organizers and Highlights - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and co-organized by Ningbo Meisai Biological Engineering Co., Ltd. [2]. - Key highlights include forums on biomanufacturing trends, youth innovation sharing, project roadshows, and participation from leading enterprises, top universities, and investment institutions [4]. Group 3: Agenda and Special Activities - The first day features a closed-door high-level seminar focusing on the development trends and growth points of biomanufacturing, with 30 industry leaders and experts invited [7]. - The second and third days will include a macro forum on biomanufacturing, covering the overall trends and progress in the industry [10]. Group 4: Specialized Forums - Specialized forums will cover topics such as green chemicals and new materials, AI in biomanufacturing, future food and agriculture, and beauty raw materials [11]. - The forums will discuss various aspects of biomanufacturing, including the development of bio-based chemicals, green manufacturing technologies, and the application of AI in industrial processes [11]. Group 5: Project Roadshows and Talent Engagement - The conference will feature project roadshows aimed at connecting head parks and investment institutions with innovative biomanufacturing projects [10]. - A youth forum will be held to discover potential teams and technologies in biomanufacturing, providing a platform for efficient talent and collaboration exchanges [10].

Group 1: Event Overview - The 2025 Beijing Changping Life Science Forum will be held from July 5 to July 7, featuring a "1+6+1+N" format, including one opening ceremony and main forum, six parallel forums, one special exhibition, and multiple closed-door seminars and investment activities [1][4] - The forum aims to create a high-end dialogue platform in the life sciences field, gathering top scientists and industry leaders to discuss cutting-edge scientific issues and industry development trends [4][5] Group 2: Industry Growth and Achievements - Beijing's pharmaceutical and health industry reached a scale of 1.06 trillion yuan in 2024, with 436 large-scale pharmaceutical enterprises generating an output value of approximately 185 billion yuan [2] - The Changping District's pharmaceutical health industry has seen an average annual growth rate of over 8% in the past three years, with a projected revenue of 104 billion yuan in 2024, representing a year-on-year growth of 14.3% [7] Group 3: Innovation and Development - Beijing has approved four innovative drugs and seven innovative medical devices this year, with a total of 79 innovative medical devices approved, accounting for nearly one-quarter of the national total [2][3] - The district has established 27 national-level green factories and 20 advanced intelligent factories, with a focus on digital transformation in the pharmaceutical industry [3] Group 4: Collaborative Efforts - The forum will integrate with the National Pharmaceutical Industry Information Annual Conference to promote the fusion of academic and industrial resources, enhancing innovation and development in the pharmaceutical sector [5][6] - The Changping District is developing an International Medical Device City, which will serve as a model for industry development, showcasing advanced medical equipment and technologies [8]

北京未来科学城管委会副主任，昌平区政府党组成员、副区长赵仕伟26日在新闻发布会上介绍，今年论 坛将采用"1+6+1+N"模式，即1场开幕式及主论坛，6场平行论坛，1场专题展览，多场闭门研讨会、行 业招商推介及投资考察活动，涵盖行业交流、产业对接、政策发布等多个维度。 据介绍，今年论坛有三个特点：一是两会融合，开创协同新模式。联合中国医药工业信息中心，与全国 医药工业信息年会共同举办，两会融合促进前沿科技创新理念与百强医药工业企业资源交融，积极推动 医药产业创新发展，为医药行业的转型升级注入强大动力。 来源：中国新闻网 中新网北京6月26日电 (记者 吕少威)2025北京·昌平生命科学论坛将于7月5日至7日在北京市昌平区石油 科技交流中心举办，涵盖行业交流、产业对接、政策发布等多个维度，上百名演讲嘉宾齐聚一堂，共议 科技创新培育新质生产力，为医药健康创新发展提供新思路、新启示。 三是突出实效，提升产业影响力。聚焦前沿技术、医疗器械、AI+药械、合成生物、美丽健康等赛道， 集中呈现昌平医药创新成果，推动科研机构间科技合作对话，广泛邀请国际、国内科技组织及全球科学 家、企业家、投资人等参与，链接全球创新智慧、搭建交 ...

2'-FL：母乳关键成分，赋能健康营养 作为母乳中含量最高（约30%）的人乳寡糖，2'-FL具有显著的营养与医学价值：促进婴幼儿生长发育及认知能力；增强 免疫力，抗病毒、抗过敏；调节肠道菌群平衡。其应用已覆盖多国婴幼儿配方奶粉，是极具潜力的新型营养强化剂。 未来食品&农业 | 柯泰亚 关于柯泰亚 【SynBioCon】 获 悉 ， 柯泰亚生物科技（上海）有限公司（以下简称"柯泰亚"）宣布，其自主研发的母乳低聚糖 （HMO）核心产品 2'-岩藻糖基乳糖 (2'-FL) 正式通过美国食品药品监督管理局 (FDA) 的GRAS (一般认为安全， Generally Recognized As Safe) 认证。 2025年初柯泰亚向FDA提交了关于2'-FL作为食品配料的申请，2025年6月18日收到FDA的"No Question Letter"， 确认柯泰亚2'-FL可作为食品添加剂应用于婴儿配方奶粉、儿童食品及传统食品及饮料 。此举标志着柯泰亚成为国内少数 获得该认证的本土企业，其研发创新、生产质量与安全管控体系获得国际权威认可。 此次认证是柯泰亚凭借自主知识产权进军全球HMO市场的重要突破。获得FDA GR ...

Core Viewpoint - The article emphasizes the importance of biomanufacturing as a key focus for enhancing economic competitiveness in various countries, including China, which is advancing its manufacturing capabilities through initiatives like green manufacturing and intelligent manufacturing [1]. Group 1: Event Overview - The Fourth Synthetic Biology and Green Biomanufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI and biomanufacturing [1]. - The conference aims to explore the development trends of the biomanufacturing industry during the 14th Five-Year Plan and identify innovative technologies and products that can sustain the industry's vitality [1]. Group 2: Organizing Institutions - The conference is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) and co-organized by Ningbo Meisai Biological Engineering Co., Ltd. [2]. Group 3: Highlights of the Conference - The conference will feature forums and closed-door activities to gain insights into the development trends of biomanufacturing during the 14th Five-Year Plan, exploring new products, technologies, and collaborations [4]. - There will be over 100 financing project roadshows to discover new cooperation opportunities [4]. - Key industry players, top universities, and capital from various sectors will gather to discuss advancements in biomanufacturing [4]. Group 4: Special Activities and Agenda - The first day will include a closed-door seminar focusing on the development trends and growth points of biomanufacturing, inviting 30 industry leaders and experts for in-depth discussions [7]. - The second and third days will feature a macro forum on biomanufacturing, covering the development trends and progress of policies related to the industry [10]. Group 5: Specialized Forums - The conference will host specialized forums on various topics, including green chemicals and new materials, AI in biomanufacturing, future food and agriculture, and beauty raw materials [11]. - Each forum will address specific themes such as the development of bio-based chemicals, green manufacturing technologies, and the application of AI in biomanufacturing processes [11].

2025年夏季达沃斯论坛6月24日到26日在天津举行。论坛期间，多位跨国企业负责人表示，中国庞大的 市场和新产业新技术的快速发展，将为跨国企业在中国的发展提供源源不断的动能。与会嘉宾表示，中 国拥有广阔的市场和强大的科研能力，这些将坚定跨国企业在中国投资的信心。随着中国在人工智能、 人形机器人等领域的快速发展，跨国企业也找到了与中国企业合作的新方向。此外，脑机接口、合成生 物等未来产业在中国的快速布局，也让跨国企业期待在相关领域能有更多合作。（央视新闻） ...