上海市合成生物产业协会会长董树沛表示，生物反应器工程是生物制造的核心环节，对推动合成生物学 成果产业化具有关键作用。他呼吁加强产学研协同创新，为上海合成生物科技创新和产业发展建言献 策。 在主旨报告环节，中国工程院院士、中国生物工程学会名誉理事长、华东理工大学生物工程学院名誉院 长杨胜利回顾了合成生物学的发展历程并展望未来趋势;中国科学院院士、中国科学院过程工程研究所 研究员马光辉探讨了微球核心材料在生物制药全链条创新中的应用;中国工程院院士、江南大学教授金 征宇分享了食养智慧驱动下"药食同源"大健康产业升级与发展。 中国工程院院士、华东师范大学校长钱旭红指出，先进生物制造是引领人类文明发展的新颠覆性产业技 术，其意义如同人工智能一样，早已超越了学科专业与行业本身，需要我们跨学科建立新的底层发展逻 辑，全力推动其跃升。 中国生物工程学会秘书长张宏翔强调，生物反应器是生物制造的"核心引擎"，新一代智能生物反应器将 推动合成生物学成果高效转化，为生物医药、绿色材料等领域提供解决方案。 中化新网讯 8月6日至8日，第二届生物反应器工程与生物制造学术会议在上海召开，专家学者和业界精 英共探生物反应器工程与生物制造领域 ...

鲜味剂板块，2025Q2 实现收入17.6 亿元（同比-4.2%，环比-3.0%），2025Q2 味精均价为7230 元/吨 （同比-8.9%，环比+1.0%），Q2 谷氨酸钠出口量为24.3 万吨（同比+14.9%）。 氨基酸板块，2025Q2 实现收入27.2 亿元（同比+0.2%，环比-7.4%），国内受反倾销影响，98.5%赖氨 酸的生产厂家对出口预期持续偏弱，出口量有所减少，而70%赖氨酸终端使用量增长，70%赖氨酸报价 保持坚挺。2025Q2 98.5%赖氨酸的平均价格为8.3 元/千克（同比-20.7%，环比-16.0%）；70%赖氨酸价 格为5.4 元/千克（同比+0.2%，环比+1.1%）,苏氨酸主流厂家生产状况稳定，出口需求较好，国内市场 出现阶段性的供应紧张局面，价格处于震荡调整状态，行业仍然保有较好的利润空间，2025Q2 苏氨酸 的平均价格为10.2元/千克（同比-0.7%，环比-3.6%）。医药氨基酸板块，2025Q2 实现收入1.3 亿元（同 比+7.4%，环比+3.5%），大原料副产品板块，2025Q2 实现收入9.5 亿元（同比-0.6%，环比+1.6%）。 其他业务板块，2 ...

丨证券研究报告丨 公司研究丨点评报告丨梅花生物（600873.SH） [Table_Title] 2025H1 实现稳步增长，协和完成交割 请阅读最后评级说明和重要声明 马太 王呈 %% %% %% %% research.95579.com 报告要点 [Table_Summary] 公司发布 2025 年半年报，实现收入 122.8 亿元（同比-2.9%），实现归属净利润 17.7 亿元（同 比+20.0%），实现归属扣非净利润 16.3 亿元（同比+25.0%）。其中 Q2 单季度实现收入 60.1 亿 元（同比-2.3%，环比-4.1%），归属净利润 7.5 亿元（同比+3.8%，环比-26.5%），实现归属扣 非净利润 7.2 亿元（同比+8.7%，环比-20.0%）。 分析师及联系人 [Table_Author] SAC：S0490516100002 SAC：S0490525040004 SFC：BUT911 1 梅花生物（600873.SH） cjzqdt11111 [Table_Title2] 2025H1 实现稳步增长，协和完成交割 [Table_Summary2] 事件描述 公司发布 202 ...

上篇回顾： 第四届合成生物与绿色生物制造大会成功举办！(上篇) 8月22日，由DT新材料主办的 第四届合成生物与绿色生物制造大会 （简称：SynBioCon 2025）展开 人工智能在生物制造领域典型应用案例推广系列 活动暨 AI赋能生物制造产业创新发 展专场 、 未来食品&农业专场 两大重要论坛 。并同期举 办了 由上海市产业技术创新促进会指 导的 《2025人工智 能赋能生物制造产业创新发展蓝皮书》闭门研讨会 。 专题论坛：人工智能在生物制造领域典型应用案例推广系列活动暨 AI赋能生物制造产业创新发 展 主持人 ： 栾春燕，连云港芯质生命科技有限公司总经理 《 AI赋能生物制造，梦想、现实、与突围方向 》 彭向达, 上海智峪生物科技有限公司高级研究员 AI能否赋能合成生物学、进而赋能生物制造，还面临着 巨大的挑战。 报告介绍了智峪生科通过自主研发的 "ZCloud生物计算平台" 和 "ZBot实验验证平台" ，以此 实现酶法香兰素的从头研发到百吨级量产 。并且，智峪生 科 凭借 "人工智能驱动酶法高效生物合成并实现产业化应用" 项目 成功入选 工信部「人工 智能在生物制造领域典型应用案例名单(第一批)」。 ...

【SynBioCon】 获 悉，当合成生物学从实验室走向产业化，其对传统产业的改造力正被重新定义。 这种以基因编辑、微生物工程为核心的技术，不仅能重塑医药、能源领域的生产逻辑，更在农业、材料 等场景中展现出生物制造的颠覆性潜力。相关数据显示， 2024年，全球合成生物学市场规模已达160 亿美元，过去五年间，全球合成生物产业更是以年均27%的增长率迅猛发展——在这股浪潮中，跨国 合作正让合成生物的产业化路径愈发清晰。 近日， GELEXIMCO集团、越南国立农业大学与森瑞斯生物 科技（深圳）有限公司 正式签署战略 合作，三方将在越南共建合资企业，聚焦 谷维菌素、茉莉素、左旋虾青素 等合成生物制品 的研发 与量产 ， 该 一系列 产品将 服务于 农业和养殖业 ，以合成生物技术推动农业可持续发展 。此次合 作 具有促进 中越两国在尖端生物技术领域的深度协同 作用 ，也为东盟农业绿色转型注入新动能。 2025年8月5日 越南河内， GELEXIMCO集团、 森瑞斯生物科技（深圳）有限公司 与越南国立农业大 学合作 签约仪式。（森瑞斯生物科技总经理周希彬，首席科学家罗小舟共同出席签约仪式。） 未来食品&农业 | GE ...

2025年政府工作报告提出，建立未来产业投入增长机制，培育生物制造等未来产业。8月21日，2025中国生物制造科技创新论坛 新闻发布会召开，发布会上介绍，2025中国生物制造科技创新论坛将于9月25日在湖南常德正式开幕，为期2天，论坛主题为"生 机无限制引未来"。论坛以"推动生物制造领域科技创新和产业创新融合发展"为宗旨，设定了"1+3+N"的活动架构，包含1场开幕 式暨主论坛，3场平行会议，N项特色活动。 "生物制造是科技创新和产业创新融合发展的重要领域，具备引领第四次工业革命的潜力，将会带来重构传统制造业的生产模 式、替代传统天然产物的获取方式、颠覆传统农业的种养殖模式等一系列重大变革。"清华大学合成与系统生物学中心秘书长吴 赴清表示，清华大学合成与系统生物学中心长期致力于生物制造领域基础科学问题和关键核心技术研究，并积极推动科技成果 转化应用。今年，中心将和工业和信息化部新闻宣传中心、常德市人民政府等单位协力举办2025中国生物制造科技创新论坛， 希望通过搭建生物制造领域的高端学术交流平台，助力生物制造科技创新和产业创新融合发展。 2025中国生物制造科技创新论坛新闻发布会召开。（冉黎黎/图） 具体来看 ...

Company Overview - Shandong Jincheng Pharmaceutical Group Co., Ltd. was established in 2004 and listed on the Shenzhen Stock Exchange in 2011 (stock code: 300233) [2] - The company focuses on the research, production, and sales of pharmaceutical intermediates, active pharmaceutical ingredients (APIs), drug formulations, and health products, with a strong emphasis on cephalosporin intermediates and biopharmaceuticals [2][3] Strategic Focus - The company aims to deepen its focus on "female health technology, synthetic biology, pharmaceutical chemistry, high-end anti-infection, and new tobacco" [3] - It leverages technological innovation and international strategic cooperation to meet global customer needs [3] Female Health Sector - The company is expanding its product pipeline in the female health sector and prioritizing "chain-building products" [4] - In the first half of the year, Jincheng Tail participated in national procurement efforts and expanded sales channels, enhancing its product offerings [4] - The company obtained an import license for Progestin Cream from the Korean FDA and signed a licensing agreement with UK-based Theramex for hormone replacement therapy products in China [4][5] Hormonal Products Performance - Hormonal products, including Progestin Cream and Progestin Capsules, have shown strong sales growth in the first half of the year [6] - The "Langyi Gynecology" brand continues to expand, with plans to introduce more gynecological products through international collaborations [6] Synthetic Biology Platform - The company has established research platforms for chemical synthesis and biocatalysis, enabling rapid product commercialization [6] - Key products like Glutathione and Adenosylmethionine have seen good sales growth, particularly in international markets such as Russia and the USA [6] Tobacco Products - The company primarily serves domestic clients for its nicotine products, with some exports to East and Southeast Asia [6] - In July 2025, the company received a tobacco production license for electronic cigarette nicotine, increasing its production capacity to 200 tons per year [6] Product Registrations - The company has received multiple product registrations and approvals, enhancing its market competitiveness [7] - Notable approvals include various APIs and formulations from the National Medical Products Administration and the European Medicines Agency [7] Innovation in Pharmaceuticals - The company is actively seeking innovation in pharmaceuticals, particularly in oncology and severe diseases, through investments in innovative drug companies [8] - Ongoing projects include those targeting precancerous lesions and chronic hepatitis B, with several in clinical trials [8] Shareholder Returns - Since its listing, the company has distributed over 895 million yuan in cash dividends and has conducted five share buybacks totaling 240 million yuan [9] - The company plans to continue rewarding shareholders with cash dividends and aims to enhance shareholder returns [9]

本次会议由DT新材料CEO张立生博士主持，汇聚政府代表、科研机构负责人、企业高管及投资专家，围绕"十五五"生物制造发展趋势、技术创新落地、产 业链协同等核心议题展开深度对话，共探合成生物产业高质量发展路径。 01 政企联动，共话生物制造新机遇 武汉市投资促进局党组成员、副局长 隋鹏 在致辞中系统介绍了武汉的产业基础与创新生态。他指出，武汉作为中部地区的中心城市，拥有92所高校、 135万在校大学生，每年留汉就业创业大学生超30万人，是 全国三大智力密集区之一 。在生物制造领域，武汉已集聚20余名院士，拥有多个国家级创新 平台，涌现出"藻类造影""稻米造血"等一批前沿成果，嘉必优、远大弘元、新华扬等企业在细分市场占有率位居全国前列。 隋鹏强调，武汉正加快布局生物制造新赛道，打造"货通天下、链接全球"的开放高地，诚挚邀请企业家赴汉考察投资，" 选择武汉就是选择与战略机遇共 进，与万亿蓝海共赢 "。 【SynBioCon】 报道， 8月20日，由 宁波德泰中研信息科技有限公司（DT新材料） 主办， 武汉市投资促进局 、 宁波酶赛生物工程有限公司 联合主办 的 生物制造产业高层座谈会（第三期）暨武汉市合成生物产业发展 ...

Group 1: Key Insights on Xtep International - The main brand performance is stable, with significant growth in the professional sports segment, achieving a total revenue of 6.84 billion yuan in H1 2025, a year-on-year increase of 7.1% [3][4] - The professional sports revenue increased by 32.5% to 785 million yuan, contributing to a notable improvement in operating profit margin, which rose by 6.1 percentage points to 10% [4][5] - The company maintains a strong cash position, with net cash increasing by 94.3% to 1.913 billion yuan, indicating stable overall operations [5][6] Group 2: Key Insights on Meitu Inc. - Meitu Inc. reported a revenue of 1.82 billion yuan in H1 2025, reflecting a year-on-year growth of 12.3%, with a gross profit of 1.34 billion yuan and a gross margin of 73.6% [8][9] - The revenue from AI-driven imaging and design products grew by 45.2% to 1.35 billion yuan, driven by an increase in active user base and payment penetration [10] - The company is successfully advancing its globalization strategy, with a 15% year-on-year increase in monthly active users outside mainland China [10] Group 3: Key Insights on Wavelength Optoelectronics - Wavelength Optoelectronics achieved a revenue of 220 million yuan in H1 2025, a year-on-year increase of 17.8%, although net profit decreased by 50.6% to 14 million yuan [12][13] - The company is focusing on the semiconductor and optoelectronic markets, with a significant revenue increase of 99% in semiconductor-related products [14] - The company is expanding its consumer optical products, with AR/VR optical product revenue increasing by 470% [14] Group 4: Key Insights on Dongfang Wealth - Dongfang Wealth reported a total revenue of 6.856 billion yuan in H1 2025, a year-on-year increase of 38.65%, with net profit growing by 35.38% [16][17] - The brokerage and margin financing businesses are the main growth drivers, benefiting from a significant market recovery with a daily average trading volume increase of 61% [17][18] - The company has a solid traffic foundation, with its brokerage, margin financing, and fund distribution businesses showing strong resilience [18] Group 5: Key Insights on Zhongke Feicai - Zhongke Feicai achieved a revenue of 700 million yuan in H1 2025, reflecting a year-on-year growth of 51.4%, with a gross margin of 54.3% [22][23] - The company is expanding its order scale, with inventory and contract liabilities increasing, indicating a positive future performance trend [23][24] - The company is focusing on the development of seven series of equipment, with steady growth in market share for its detection devices [25] Group 6: Key Insights on Tongcheng Travel - Tongcheng Travel reported a revenue of 4.7 billion yuan in Q2 2025, a year-on-year increase of 10%, with adjusted net profit rising by 18% [26][27] - The core online travel platform showed robust growth, with a revenue increase of 14% in transportation ticketing and 15% in accommodation bookings [27][28] - The company is focusing on expanding its user base in lower-tier cities, with a significant portion of new paid users coming from these regions [28] Group 7: Key Insights on Limin Co. - Limin Co. achieved a revenue of 2.452 billion yuan in H1 2025, with a remarkable net profit increase of 747.13% [30][31] - The company is consolidating its position as a leading pesticide manufacturer, with significant price and sales increases for its main products [32][34] - The company is advancing its research and development capabilities, with ongoing collaborations for innovative product development [34][35]

Core Viewpoint - The company has made significant progress in the field of terpene biosynthesis, establishing an innovative platform for synthetic biology and focusing on high-value products like Valencia orange oil [2] Group 1: Research and Development - The company has built a synthetic biology innovation platform through independent research and collaboration with academic and research institutions [2] - Key technologies mastered include strain modification, fermentation process optimization, and product separation and purification [2] - The company is developing non-grain bio-based materials, food ingredients, and daily chemical fragrances derived from terpenes [2] Group 2: Project Status - The high-value fragrance products, such as Valencia orange oil, have completed pilot-scale process validation [2] - The company is exploring industrial production solutions and focusing on cost reduction and efficiency improvement [2] - The company aims to strengthen its technological advantages and market presence in the field of biosynthesis [2]