在全球推进绿色转型与"双碳"目标的战略背景下，生物基化学品与材料作为生物制造产业的核心支 柱，凭借原料可再生、全生命周期低碳环保等核心优势，正加速替代传统石油基产品，在包装、纺 织、汽车等领域展现出广阔应用前景，成为全球产业绿色转型的关键赛道。 我国高度重视该领域发展，将生物基新材料列为关键战略材料，多项产业扶持政策持续落地。然 而，产业仍面临包括综合成本竞争力、原料供应链稳定、产品性能优化及终端市场接受度等关键问 题。 基于此， 2026年3月31日-4月1日 ，"第五届中国合成生物学及生物制造大会"将在杭州举办，其中设 置 【 生物基化学品与材料专场】 ，旨在汇聚产学研用多方智慧，破解产业发展难题，助力生物基 化学品与材料产业高质量发展。 大会介绍 0 1 大会时间 | 2026年3月31日-4月1日 大会地点 | 杭州市 大会规模 | 1000人 主办单位 | synbio深波 承办单位 | 享融智云 媒体支持 | synbio新农食、synbio新美护、synbio新材料、生物制造圈、合成生物学俱乐部 扫码 免费 报名参会 论坛设置 0 2 | | 会场一 | 会场二 | 会场三 | | --- | ...

中国昆仑工程公司执行董事、党委书记李利军 表示，面向未来，昆仑工程将 以生物制造为重要发展方向 ，推进产业链、创新链、价值链深度融合，构 建"人才汇聚+技术攻关+成果转化"有效贯通的创新全链条，充分利用好既有科技力量、资源， 联合打造一流生物制造产业创新平台 ，助力蓝海新材料 向"炼化生精材"多产业链转型发展。 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 近日， 中石油蓝海新材料公司 与 中国昆仑工程公司 合作成立的 "生物制造产业创新中心" 在通州湾揭牌。 据悉，双方将 聚焦生物制造产业领域，加强合成生物学基础研究 ，加快攻克关键核心"卡脖子"技术，加快推进科技成果向现实生产力转化，实现战略科 技力量的同步升级。 蓝海新材料公司执行董事、党委书记李贵合 表示，当前，生物制造产业正迎来前所未有的发展机遇，是一片广阔的"蓝海"。蓝海新材料公司明确 将生物 制造与精细化工作为企业发展的第三曲线 ，未来将以生物制造产业创新中心为牵引，锚定生物制造领域的关键核心技术 ，聚力突破从实验室到工厂 的"最后一公里"，形成一批可复 ...

Economic Growth - Singapore's GDP growth for 2025 is projected at 4.8%, an increase of 0.4 percentage points from 4.4% in 2024, marking the strongest growth since 2021 [1] - The manufacturing sector is identified as the core engine of growth, with an annual output increase of 7.6% and a quarterly growth of 15% in Q4 [1] - The services sector is expected to grow by 4.1% in 2025, slightly lower than the 4.3% growth in 2024, with significant contributions from information and communication, finance, and professional services [2] Manufacturing Sector - The biopharmaceutical and electronics industries are highlighted as dual pillars of growth, benefiting from concentrated orders in tumor drugs and vaccines, as well as the AI development wave [1] - Integrated circuit exports are projected to increase by 32.1%, disk media products by 53.5%, and communication equipment by 81.4%, reflecting strong demand for high-end manufacturing driven by global AI infrastructure investments [1] Services Sector - The services sector shows a clear internal structural differentiation, with traditional consumer services like accommodation and food services growing only 3.2%, significantly lower than the previous year's 4.6% [2] - New emerging businesses such as digital trust and cross-border carbon credit management contributed over 300 million SGD to revenue, reinforcing Singapore's position as a leader in sustainable finance within ASEAN [2] Construction Sector - The construction industry is expected to grow by 4.2% in 2025, a significant decline from the 9.2% growth in 2024, yet still maintaining positive growth amid high interest rates and labor shortages [3] - The government has introduced a "Construction 4.0 Transformation Blueprint" to mandate the use of digital technologies in large projects, aiming to drive technological upgrades in the sector [3] Trade Performance - Non-oil domestic exports are projected to grow by 4.8%, aligning with GDP growth and significantly higher than the 0.2% growth in 2024 [4] - Electronic exports have maintained double-digit growth for four consecutive months, offsetting declines in other sectors such as petrochemicals and shipbuilding [4] Future Outlook - The Ministry of Trade and Industry forecasts a GDP growth range of 1% to 3% for 2026, reflecting a cautious approach amid external headwinds and internal transformation challenges [5] - The government plans to launch a new economic strategy review, focusing on enhancing supply chain resilience, deepening AI and advanced manufacturing integration, and expanding regional service trade networks [5]

Group 1: Technological Innovation in Guangdong - The economic vitality of Guangdong is driven by numerous innovative enterprises contributing to a "forest of industries" [1] -招商证券 focuses on understanding demand and creating value for investors through technological investments, evolving from trading tools to a comprehensive financial platform [1] - Mingyang Group transforms wind turbines into nodes of a smart energy network, creating a full chain from wind to hydrogen, thus shifting from equipment manufacturing to smart energy services [1] - Taili Technology leverages its C-end advantages to drive innovation in nanomaterials, establishing a dual-driven model to support various industries with high-performance, green solutions [1] Group 2: Diverse Growth in the Beauty Industry - Marubi Bio aims to become a world-class beauty brand by leveraging synthetic biology to develop core ingredients like recombinant double collagen, achieving significant advancements in certain areas [2] - The development paths of these companies illustrate the diversity and vitality of Guangdong's "industrial forest," emphasizing the importance of innovation and adaptation in business [2] - The collective efforts of these enterprises highlight that maintaining a core business involves continuous innovation and exploration of new potentials [2]

Core Viewpoint - Huakang Co., Ltd. is progressing with its "1 million tons corn deep processing health food ingredient project," which is expected to improve operational performance as production stabilizes and efficiency optimizes [1]. Group 1: Project Overview - The project will begin phased production starting from the third year, with production loads reaching 50% in the first year, 70% in the second year, and 100% from the third year onward [1]. - The primary goal of the project is to secure the supply of key raw materials, enhance existing product capacity, and meet diverse customer product demands [1]. Group 2: Product Development - The company plans to utilize corn as a raw material to produce a series of deep-processed products, including starch sugar/sugar alcohol, dietary fiber, and modified starch [1]. - Advanced technologies such as synthetic biology and green manufacturing will be employed to produce various products, including allulose [1].

这一项目实现了从核心技术到产业化落地的多重突破。在技术层面，柏垠生物已完成多项全球领先的重 组贻贝粘蛋白相关专利布局，构建起坚实的技术壁垒，并成为国内首家完成重组贻贝粘蛋白医疗器械原 料备案的企业，牵头制定首个相关团体标准，填补行业空白。在产品转化方面，项目已实现重组贻贝粘 蛋白原料的规模化量产，并进一步延伸至系列化终端产品。2025年3月，公司获得多个以重组贻贝粘蛋 白为核心的医疗器械产品注册证，推出医用凝胶、创面敷料等国内最全系列产品，广泛应用于伤口护 理、黏膜修复等场景，为消费者提供更安全高效的解决方案。在行业影响上，项目改变了依赖自然资源 提取的传统模式，树立"绿色替代传统"标杆。通过绿色生物制造显著降低生产成本，推动高性能生物材 料普惠化，满足更广泛人群的修复需求；同时减少对海洋生态的依赖，契合"双碳"战略，为生物医药产 业的可持续发展提供新范式。 作为合成生物学领域的创新代表，柏垠生物通过重组贻贝粘蛋白绿色生物制造项目，彰显了"BT+IT"技 术融合的巨大潜力。未来，随着技术的持续迭代与产品矩阵的不断丰富，公司将继续以绿色生物制造赋 能更多传统产业，为新质生产力发展注入更多绿色动能，推动中国生物材 ...

Core Viewpoint - Fuxiang Pharmaceutical (300497) anticipates significant improvement in its financial performance for 2025, projecting revenue between 1.15 billion to 1.25 billion yuan and a reduced net loss of 39 million to 57 million yuan compared to 2024, with a turnaround expected in Q4 2025 [1] Group 1: Business Segments - The company has been deeply involved in the pharmaceutical intermediates and active pharmaceutical ingredients sectors, while also expanding into lithium battery electrolyte additives and synthetic biology microbial protein businesses [1] - The lithium battery electrolyte additive segment is expected to be the main driver of revenue growth in 2025, benefiting from rising demand in the power battery and energy storage markets [1] - The average price of battery-grade VC has increased over 200% since the low point in September 2025, reflecting a tight supply-demand balance in the industry [2] Group 2: Financial Performance - Fuxiang Pharmaceutical has leveraged its scale production capacity and cost control advantages to benefit from the current price increase cycle, resulting in significant improvements in product shipment volume, sales revenue, and gross margin [2] - The pharmaceutical manufacturing segment has seen a reduction in the price of key raw materials, which has alleviated cost pressures and improved gross margins year-on-year [2] - The company has reduced asset impairment provisions, enhancing asset value stability as profitability improves in both its new energy and pharmaceutical businesses [2] Group 3: Future Growth Potential - The synthetic biology microbial protein business has achieved critical breakthroughs in 2025, with multiple certifications obtained, paving the way for compliance from research to large-scale production [3] - Although the microbial protein business is expected to contribute limited revenue in 2025, it is anticipated to become a core profit growth point as production capacity is released and market expansion progresses [3] - The company aims to consolidate its market position in pharmaceuticals, capitalize on price increases in the new energy sector, and accelerate the construction and market deployment of its microbial protein project to drive high-quality development [3]

在全球推进绿色转型与"双碳"目标的战略背景下，生物基化学品与材料作为生物制造产业的核心支 柱，凭借原料可再生、全生命周期低碳环保等核心优势，正加速替代传统石油基产品，在包装、纺 织、汽车等领域展现出广阔应用前景，成为全球产业绿色转型的关键赛道。 我国高度重视该领域发展，将生物基新材料列为关键战略材料，多项产业扶持政策持续落地。然 而，产业仍面临包括综合成本竞争力、原料供应链稳定、产品性能优化及终端市场接受度等关键问 题。 基于此， 2026年3月31日-4月1日 ，"第五届中国合成生物学及生物制造大会"将在杭州举办，其中设 置 【 生物基化学品与材料专场】 ，旨在汇聚产学研用多方智慧，破解产业发展难题，助力生物基 化学品与材料产业高质量发展。 大会介绍 0 1 大会时间 | 2026年3月31日-4月1日 大会地点 | 杭州市 大会规模 | 1000人 主办单位 | synbio深波 承办单位 | 享融智云 媒体支持 | synbio新农食、synbio新美护、synbio新材料、生物制造圈、合成生物学俱乐部 扫码 免费 报名参会 论坛设置 0 2 | | 会场一 | 会场二 | 会场三 | | --- | ...

Core Insights - The report titled "Synthetic Biology Industry & Investment Strategy Research Report" provides a comprehensive analysis of the synthetic biology sector, covering technical pathways, market landscape, representative companies, industrial clusters, and policy trends [2]. Group 1: Company Overview - Zhejiang Jintou Shengyuan Equity Investment Co., Ltd. was established in June 2023 with a registered capital of 200 million yuan, serving as a market-oriented equity investment platform under the Zhejiang Provincial Innovation Investment Group [6]. - The company focuses on sectors such as new materials, new technologies, and biomedicine, with a total fund scale exceeding 10 billion yuan, aiming to enhance the operation of provincial government industrial funds [6][34]. Group 2: Market Dynamics - The global synthetic biology market has grown from $5.3 billion in 2018 to over $17 billion in 2023, with an average annual growth rate of 27%. It is projected to reach nearly $50 billion by 2028 [25]. - The Chinese market is expected to reach approximately 10 billion yuan in 2024 and continue to grow to 12.406 billion yuan in 2025 [25]. Group 3: Technological Advancements - Shanghai Kasei Biotechnology Co., Ltd. has pioneered the large-scale production technology of bio-based long-chain dicarboxylic acids since 2003, breaking the monopoly of chemical synthesis methods [7]. - Ginkgo Bioworks, established in 2008, has expanded its offerings into life science tools and services, integrating various foundational tools to assist downstream clients in producing desired biological products [14][15]. Group 4: Investment Strategies - The report emphasizes the importance of strategic partnerships and collaborations in the synthetic biology sector, highlighting the need for investment in innovative technologies and platforms to drive growth [19][25]. - The investment landscape is characterized by a shift from pure service models to integrated solutions that combine research services with product offerings, particularly in the context of AI and automation [15][16].

Core Viewpoint - The article highlights the commencement of the Zhejiang Bojiao Biotechnology industrialization project, which represents a significant step for the company in scaling up production and enhancing the local biopharmaceutical industry [2][3]. Group 1: Project Progress - The Bojiao Biotechnology project, with a total investment of 1.275 billion yuan, officially broke ground on January 22, marking a key transition from laboratory to large-scale production [2]. - The project aims to integrate synthetic biology with AI and green manufacturing, establishing a comprehensive technology system from strain construction to structural modification [2]. - Upon completion, the project is expected to produce 156.2 tons of active pharmaceutical ingredients, 300 million dosage forms, and 15 million bottles annually, generating over 5 billion yuan in annual sales and tax revenue [2]. Group 2: Company Overview - Founded in August 2020, Bojiao Biotechnology focuses on the R&D, production, sales, and service of high-end pharmaceutical products based on synthetic biology technology [3]. - The company has developed four major technology platforms: molecular biology, enzyme engineering, green chemistry, and drug delivery, creating a full industry chain technology system [3]. - The opening of the industrialization base is seen as a milestone for the industrial upgrade of Xukou Town, potentially enhancing the competitiveness of Bojiao Biotechnology and the overall biopharmaceutical industry in the region [3].