重磅成果发布,筑牢产业基石 02 大会将迎来一系列重磅平台的集中揭牌,包括未来食 品合作中心、深圳合成生物产业基地等全面亮相,还 第六届生物制造产 大会主题: 合成生物制造 重塑人类生活 大会名称:第六届生物制造产业大会 大会时间:2025年12月2日 大会地点: 深圳光明文化艺术中心 大会背景 为积极落实国家关于合成生物和生物制造产业的相 关部署,进一步完善产业生态,推动科技创新和产 业创新深度融合，助力产业高质量发展。由中国生 物工程学会指导,深圳市光明区人民政府、中国科 学院深圳先进技术研究院、国家生物制造产业创新 中心、深圳国家高技术产业创新中心共同主办的第 六届生物制造产业大会拟于12月2日召开。本届大会 拟进一步拓展合作资源，打造集专业性、权威性、 知名度高为一体的品牌盛会，具体筹划如下 政策护航,产业发展再迎新航程 01 大 会 将 发 布 《 促 进 合 成 生 物 产 业 创 新 发 展 若 干 规 定》、市级产业政策,为生物制造产业发展提供制度 指引和战略坐标。明确产业培育和扶持路径，也为产 业、学术、科研与资本的高效协同营造更加清晰、稳 定的环境。 有《中国生物制造产业白皮书》、全国生物 ...

3、当前恰逢马上国庆中秋长假，我国长假期间，旅行人口流动数量惊人，餐饮垃圾、厨余垃圾、城市 生活垃圾的资源化处理势必短期放量。二级市场走势来看，朗坤科技8月份明显量能堆积，关注资金增 量放大，股价上移，跨入9月份以来，受大盘疲软影响，持续缩量回调，目前形成了周线缩倍量形态， 超跌格局明显。随着国庆中秋长假生活垃圾放量给公司带来正面影响，加上第二主营HMOs（母乳低聚 糖）项目开始试产，值得期待。 近日，朗坤科技（301305）深交所互动易回复投资者关切的HMOs（母乳低聚糖）项目，明确表示：其 全资子公司郎健生物HMOs（母乳低聚糖）目前一期年产260吨项目已经正式进入试生产阶段。从实验 室的"中试放大"到"试生产"，标志着公司在合成生物制造领域取得了实质性突破。一、HMOs项目的顺 利推进，充分打开了公司的第二主营增长空间HMOs作为一种高端功能性配料，主要应用于婴幼儿配方 奶粉，其成功产业化将使公司进入一个技术壁垒更高、市场空间更广阔的健康营养领域，实现从环境治 理向高端生物制造的跨越。HMOs在中国市场尚处于产业化早期。朗坤科技在LNnT上成为国内首家获 批的国产企业，意味着它有望率先打破海外公司的市场 ...

加快培育建设生物制造领域国家级平台、构建AI大模型产业投入增长新机制……9月24日，北京市政协 举行"探索未来产业投入增长机制、抢占发展先机，增强首都高质量发展内生动力"专题议政性常委会会 议，与会委员就合成生物制造、AI大模型、商业航天等产业发展建言献策。 建议1 打造北京生物制造特色产业园区 北京正积极布局和大力发展合成生物制造产业，培育下一个千亿级的生物经济增长点，加速经济社会发 展。 北京市政协常委、北京化工大学校长、中国工程院院士谭天伟表示，生物制造是一种跨学科领域的产品 生产方式，在医药、化工、材料和农业等行业中发挥至关重要的作用，是绿色、低碳、可持续的经济发 展模式。预计本世纪末，整个制造业70%的产品可以用生物法生产，产值将超30万亿美元，占到总制造 业产值的1/3以上。 他建议，北京应加快布局和培育建设生物制造领域国家级平台，推动北京及周边生物制造产业高质量发 展。建议北京设置专项资金用于生物制造公共服务平台建设，加速合成生物制造工程化关键技术研发、 概念验证、成果转化等工作。同时发挥北京策源功能，协同天津、河北推进生物制造产业发展。 充分利用中关村科技园政策优势，有效集聚在京高校、科研院所 ...

海新能科（300072.SZ）9月25日在投资者互动平台表示，公司主营业务为生物能源、催化净化环保材 料；公司核心发展方向是生物能源，主要产品是生物柴油、生物航煤。公司生产的烃基生物柴油品质优 异，与化石基柴油相比，可减少80%的二氧化碳净排放，具有低碳、清洁、环境友好的优势。烃基生物 柴油可以进一步生产可持续航空燃料（SAF），公司子公司山东三聚20万吨生物航煤（SAF）异构项目 已投产，公司在原有产能基础上新增生物航煤产能约16万吨/年（生物航煤收率约80%）。公司生物航 煤产品已通过中国民用航空局的适航审定及ISCC CORSIA 及ISCC-EU 下 HEFA 国际认证。公司暂无涉 足合成生物制造业务领域。 每经AI快讯，有投资者在投资者互动平台提问： 请问合成生物制造业务这一块有具体的数字吗？营收 多少？利润多少？ （记者 王晓波） ...

Core Viewpoint - The article highlights the advancements in synthetic biology and biomanufacturing, particularly focusing on the recognition of key projects and experts in the field by the Ministry of Science and Technology of the People's Republic of China for the 2025 National Science and Technology Awards [2][5]. Group 1: National Science and Technology Awards - A total of 60 projects for the National Natural Science Award, 51 for the National Technology Invention Award, and 134 for the National Science and Technology Progress Award passed the preliminary evaluation [2]. - Notable projects include research on catalysts, reactors, and processes for carbon dioxide conversion, and advanced manufacturing technologies for green chiral pesticides [2][5]. - Key contributors to these projects include professors and researchers from prestigious institutions such as the University of Science and Technology of China and Zhejiang University [2][5]. Group 2: Key Projects and Contributors - The project on catalysts and processes for carbon dioxide conversion is led by notable figures such as Professor Zeng Jie and Academician Yang Jinlong, with a preliminary evaluation suggestion of a second prize [3]. - The project on advanced manufacturing technologies for green chiral pesticides involves contributors like Academician Zheng Yuguo and Professor Xue Yaping, also suggested for a second prize [5]. - The involvement of multiple companies and institutions indicates a collaborative effort in advancing biomanufacturing technologies [2][5].

本报讯（记者赵语涵）昨天，首钢会议中心1号馆内，两岸工商科技界人士齐聚一堂，共同见证第三届 两岸服务贸易推进会的举办，携手描绘两岸融合发展新蓝图。此次推进会是2025服贸会重要配套活动之 一，以"服务融合发展，共享民族未来"为主题，会上达成一项京台企业合作签约。 本次推进会的重头戏之一是新品发布及合作签约仪式，合作项目的签署折射出两岸服务贸易合作新路 径、新趋势。台企北京同创世纪管理顾问有限公司与北京海淀区文旅集团进行了战略合作签约。北京同 创世纪管理顾问有限公司有丰富的文旅项目投资经验，将为合作打造海淀特色文旅IP增光添彩。 此外，宝健（中国）有限公司在会上发布了具有抗衰老功能的新产品——沛丽芬露。云南山天生物与台 湾植森生技有限公司进行了技术合作签约，展现两岸在生物科技领域的合作潜力。 跨国药企丹纳赫集团全球副总裁彭阳讲述了扎根北京、协同产业创新的故事。"集团在北京经济技术开 发区和顺义区建有两家工厂，同时还在天津落地一家工厂，三个制造基地都在今年获得了更大投资，我 们正积极把海外业务向京津冀转场。"彭阳说。除了工厂，丹纳赫集团还在昌平携手当地政府和企业， 共建了合成生物制造转化加速中心，在这一前沿赛道与 ...

Group 1 - The core focus of the research is on accelerating the construction of an international green economy benchmark city in Beijing, enhancing its international influence in the green economy sector [1] - The research team visited the Beijing Synthetic Biology Manufacturing Industry Cluster and engaged with company leaders to understand the city's resource advantages, industry planning, cutting-edge technologies, and innovative achievements in synthetic biology manufacturing [1] - The committee emphasized the importance of cultivating the synthetic biology manufacturing industry as a key initiative for Beijing's development as an international green economy benchmark city, suggesting the creation of a highly collaborative innovation ecosystem involving government, industry, academia, and research [1] Group 2 - The research team also visited North China Electric Power University, exploring key laboratories related to new energy power systems and semiconductor device reliability, while acknowledging the university's role in training high-quality talent for the energy sector [2] - The emphasis was placed on aligning educational programs with national strategic development needs to foster leadership talent and enhance technological innovation capabilities in the energy and power sectors [2] - The city government expressed its commitment to supporting the university's high-quality development to further contribute to the construction of an international green economy benchmark city [2]

Core Insights - Huaxi Biological Technology Co., Ltd. reported a 20.89% year-on-year increase in net profit attributable to shareholders in Q2 2025, marking the first time since Q1 2024 that both year-on-year and quarter-on-quarter profit margins have improved, indicating initial success of strategic transformation [1] - The company generated a net cash flow of 220 million yuan from operating activities in the first half of the year, with a profit cash ratio of 98.6%, reflecting improved accounts receivable turnover and high-quality business returns [1] - Inventory turnover days decreased from 391 days in Q1 to 321 days in Q2, with inventory value reduced by 75.72 million yuan, demonstrating effective inventory management strategies [1][2] Business Strategy - Huaxi Biological focuses on an integrated business model from raw materials to end products, particularly in the field of aging intervention, providing comprehensive solutions across pharmaceuticals, medical aesthetics, nutritional science, and dermatology [2] - Following a systematic reform initiated by General Manager Zhao Yan in March, the company has restructured its brand communication and organizational framework, shifting from a sales-centric model to a precise marketing loop, resulting in a 12.46 percentage point decrease in sales expense ratio in Q2 [2] - The company has seen significant results from brand adjustments, with the brands "Runbaiyan" and "Kuadi" undergoing changes by the end of Q2, alongside a provision for asset impairment of 48.37 million yuan [2] Revenue Performance - In the first half of 2025, Huaxi Biological achieved 626 million yuan in revenue from its raw materials segment, with international market sales accounting for 52.93%, and double-digit growth in Europe, Southeast Asia, and Japan [3] - The sales volume of the "First" brand HA increased by 23% to 80 tons, generating revenue of 56.58 million yuan, a 61.28% year-on-year increase, while the main brand HA sales volume grew by 9% to 150 tons [3] Research and Development - The company invested 231 million yuan in R&D in the first half of 2025, a 15.25% increase year-on-year, focusing on high-end hyaluronic acid and new bioactive products [4] - Huaxi Biological streamlined 30% of its R&D projects, concentrating on three key areas: extracellular matrix, intercellular communication, and intracellular processes, resulting in 340 new authorized patents, including 29 invention patents [4] - The successful application of "INFIHA Cell Repair Technology" and "CT50 Cell Energy Liquid" has led to over 50% of revenue from barrier repair and anti-aging products [4] Market Positioning - Industry experts believe that Huaxi Biological's strategic adjustments have entered a critical phase, with the profit recovery in Q2 validating the effectiveness of the transformation path [5] - The continuous conversion of R&D results and the enhancement of the high-end product matrix are expected to help the company rebuild competitive barriers in the biomaterials sector [5]

证券代码：300142 证券简称：沃森生物 公告编号：2025-046 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 是否以公积金转增股本 □是 √否 公司经本次董事会审议通过的利润分配预案为：以2025年半年度权益分派实施公告中确定的股权登记日 当日的公司总股本扣除公司回购专用证券账户上的股份数后的股本为基数，向全体股东每10股派发现金 红利0.30元（含税），送红股0股（含税），不以公积金转增股本。 □是 √否 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限 ...

Core Insights - The article highlights the recent developments in Limited Partner (LP) activities, showcasing various funds and investments across different regions and sectors in China [2][5][6][8][12]. Group 1: Major LP Activities - Tencent has made a new investment in Chengdu Longzhu Equity Investment Fund, indicating its continued engagement in the venture capital space [2]. - KKR has successfully registered a private equity fund in Shanghai, marking its entry into the RMB fund market [3]. - A new Tencent-affiliated fund, Shenzhen Zhishu Investment Partnership, has been established with a registered scale of approximately 16.08 billion RMB [4]. Group 2: Fund Establishments and Investments - The QFLP project by Qiming Venture Partners has been launched with a total commitment of 200 million USD, focusing on early-stage investments in technology and healthcare [5]. - Jiangsu Xuzhou has registered a new mother fund with a total scale of 3 billion RMB, targeting emerging industries such as new energy and integrated circuits [7]. - A 3 billion RMB fund has been established in Hunan, focusing on digital economy and artificial intelligence [8]. Group 3: Sector-Specific Funds - The Changjiang Gengzhi Innovation Development Fund has been registered with a focus on new materials and high-end equipment [9]. - A new fund in Chongqing has been set up to invest in the new energy intelligent connected commercial vehicle sector [10]. - The Fujian Province has launched a cultural industry fund with a total scale of 1 billion RMB, focusing on the cultural industry ecosystem [12]. Group 4: Regional Fund Developments - Tianjin has registered its first QFLP fund with a capital of 54.5 million RMB, focusing on domestic substitution and digital economy sectors [14]. - The Ezhou city has established a semiconductor industry fund with a total commitment of 300 million RMB [15]. - Hebei Province has set up a 150 million RMB electronic information venture capital fund, focusing on early-stage technology companies [19]. Group 5: Government Initiatives and Policies - The Anhui Provincial Government is establishing a general artificial intelligence industry fund with a target scale of 20 billion RMB [28]. - The Shaanxi Province has introduced a technology innovation mother fund with a maximum loss tolerance of 100% for certain investment categories [26][27]. - The Guangxi Province is launching a technology achievement transformation mother fund with a total scale of 2 billion RMB, focusing on high-end technology projects [25].