合成生物学

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合成生物学-培养肉!江南大学陈坚院士团队发文!
合成生物学与绿色生物制造· 2025-10-09 07:47
/生物制造产业社群/ 让上下游聚在一起, 未来食农、绿色化工、大健康、美妆个护 等产业同行❤️↓ SynBio团队 | 江南大 学 赵鑫锐研究员 、 堵国成教授 细胞农业作为新兴的革命性生物技术,依托细胞培养与组织工程技术,从供体动物中获取细胞,在生 物反应器中生产蛋白质、脂质及组织,从而获得与传统畜牧产品分子等价的农产品。 培 养 肉 (Cultured Meat, CM)是细胞农业的核心方向之一,通过体外培养动物肌肉细胞生产可食用组 织,无需直接屠宰牲畜。与传统肉类相比,培养肉可显著减少温室气体排放与环境负担,降低抗生素 耐药性与人畜共患病风险,成为应对全球肉类消费增长与资源压力的潜在解决方案。然而,CM生产 仍面临多重技术瓶颈,包括细胞系筛选、无血清培养体系构建、组织成熟度控制及风味与营养特性重 建等。其生产过程一般包括细胞分离、增殖扩增、组织分化与后处理四个阶段,要求精准控制以确保 食品安全与感官质量。 为解决关键问题,合成生物学(synthetic biology, synbio)正成为推动CM产业化的突破口。通过 代谢与基因重编程,合成生物学可设计微生物底盘细胞,用于生产重组生长因子、风味增强物及 ...
巨子生物(02367.HK)2025年半年报点评:达人复播渐明 数据修复企稳
Ge Long Hui· 2025-10-02 03:08
Group 1: Financial Performance - The company reported a revenue of 3.11 billion, representing a year-on-year increase of 22.5%, and a net profit attributable to the parent company of 1.18 billion, up 20%, meeting market expectations [1] - Gross margin stood at 81.7%, down 0.7 percentage points, while net profit margin was 38.0%, down 0.6 percentage points [1] - Revenue breakdown shows 82% from the brand "可复美" and 16% from "可丽金", with "可复美" generating 2.54 billion (up 23%) and "可丽金" 503 million (up 27%) [1] Group 2: Strategic Initiatives - The company is expanding production capacity and global presence by adding new production lines for collagen, cosmetics, and medical devices, and constructing new factories for medical devices and health products [2] - A new regional headquarters has been established in Xiamen Free Trade Zone, which will serve as a business settlement center, manufacturing base, and cross-border trade platform [2] - The company is actively participating in major exhibitions and has made significant inroads into markets like Hong Kong and Malaysia, marking a breakthrough in overseas sales [2] Group 3: R&D and Supply Chain Management - The core R&D and management team remains stable, providing a solid foundation for the company's development [2] - The company is focusing on functional skincare and medical devices, with several new products in the R&D or registration phase, expected to launch in the first half of next year [2] - Supply chain management capabilities are being optimized through long-term partnerships with quality raw material suppliers and digital management of production, warehousing, and logistics [2] Group 4: Investment Outlook - The company is positioned as a leader in the application of synthetic biology in the beauty and medical fields, with high technical barriers and increasing brand recognition [3] - Short-term performance is stabilizing, while long-term growth is supported by new product launches and deeper global expansion [3] - Projected net profits for 2025-2027 are 2.502 billion, 3.008 billion, and 3.655 billion, corresponding to PE ratios of 22.0, 18.3, and 15.1, respectively, with a target price of 69.04 HKD for 2025 [3]
Nature Biotechnology:华大发布DNA合成新技术,助力合成生物产业迈向新时代
生物世界· 2025-10-01 10:50
编辑丨王多鱼 排版丨水成文 在 合成生物学 领域, DNA 合成 技术一直被视为制约行业发展的关键瓶颈。传统高通量 DNA 合成技术, 是在单一芯片表面合成数百万条 DNA 短片段,虽能一次合成大量片段,但每条片段的产量极低,且容易出 现片段间交叉污染,严重影响后续长片段组装的成功率。因其无法同时满足"高通量"、"长片段"、"低成 本"的需求,直接限制了复杂代谢途径研究、染色体工程、大规模突变库构建等前沿研究的深入推进。 与传统技术不同, mMPS 技术采用了一种创新的合成路径:将一张芯片分为一个个独立的、毫米级的微芯 片,在每个微芯片上仅合成一条短链 DNA,且芯片表面均带有专属识别码,可对 DNA 片段进行身份识别 与分选,全程追踪 该 片段的合成过程。此外,通过 "识别-分选-合成-回收"的循环机制,使芯片具备可重 复使用的能力,为可持续、低成本的 DNA 合成奠定了坚实基础。 mMPS技术原理示意 简单来说, 这些微芯片就像一个个带着专属 工号 的 " 工人 " 。合成工厂的智能扫描仪识别出它的工号之 后,能够快速判断它应该去合成哪条 特定的短链 DNA ,便通过传送带将不同的工人精准送往对应的工作 ...
70年药企跨界做美妆,如何全链路布局?
FBeauty未来迹· 2025-09-30 09:39
Core Viewpoint - The Chinese beauty industry is undergoing a deep upgrade driven by technology and consumer demand, with pharmaceutical companies emerging as key players due to their strong R&D capabilities and quality systems [3][4]. Industry Overview - Over 400 pharmaceutical companies in China are venturing into the cosmetics sector, aiming to transform pharmaceutical technology into effective skincare and health aesthetic products [3]. - The market for cosmetics in China reached approximately 1,073.82 billion yuan in 2024, continuing to exceed the trillion yuan mark for two consecutive years [8]. Company Profile: Zhejiang Haizheng Pharmaceutical Co., Ltd. - Established in 1956, Haizheng Pharmaceutical has a long history in chemical and pharmaceutical production, with a diversified business matrix focusing on various therapeutic areas [5][6]. - The company reported a revenue of 9.787 billion yuan and a net profit of 600 million yuan in 2024, with R&D investment reaching 420 million yuan [6]. Strategic Moves - Haizheng Pharmaceutical is actively engaging in the "pharmaceutical + aesthetics" trend, leveraging its industrial strength and R&D foundation to innovate in synthetic biology and health aesthetic products [4][9]. - The establishment of Haizheng Weilan and Luan Sheng Synthetic Biology marks the company's strategic entry into health aesthetics and synthetic biology, respectively [9][13]. Product Development and Innovation - Luan Sheng Synthetic Biology has developed over 30 raw material varieties, focusing on high-tech and high-value products to avoid low-level price competition [13][14]. - The company plans to create a product pyramid structure, including "road lamp products" for quick commercialization and "lighthouse products" for mid-term development [14]. Market Strategy - Haizheng Weilan aims to build a comprehensive health aesthetic platform, integrating pharmaceutical e-commerce and innovative business models [15][16]. - The company is focusing on nutrition, functional skincare, and medical beauty, utilizing its raw material advantages to develop products that address joint health and liver protection [18]. Future Outlook - The ultimate goal for Haizheng Pharmaceutical is to establish a complete value chain from synthetic biology raw material innovation to health aesthetic brand products, ensuring each link maintains pharmaceutical-grade quality [21][22]. - The company emphasizes a long-term approach to development, prioritizing solid R&D and reliable quality over quick market gains [22].
巨子生物(02367):2025年半年报点评:达人复播渐明,数据修复企稳
Huachuang Securities· 2025-09-30 03:12
Investment Rating - The report maintains a "Recommended" rating for the company with a target price of 69.04 HKD [2][9]. Core Insights - The company is experiencing a recovery in its data, indicating stabilization in its performance. The growth momentum is expected to be strong due to new product launches and global expansion efforts [9]. - The company is a leader in the application of synthetic biology in the beauty and medical fields, with a high technical barrier and increasing brand recognition [9]. - Financial projections indicate significant revenue growth, with total revenue expected to reach 6,907 million HKD in 2025, representing a year-on-year growth of 24.7% [5][10]. Financial Summary - Total revenue projections for the company are as follows: - 2024: 5,539 million HKD - 2025: 6,907 million HKD - 2026: 8,495 million HKD - 2027: 10,312 million HKD - Net profit projections are: - 2024: 2,062 million HKD - 2025: 2,502 million HKD - 2026: 3,008 million HKD - 2027: 3,655 million HKD - Earnings per share (EPS) are projected to increase from 2.01 HKD in 2024 to 3.41 HKD in 2027 [5][10][11]. Market Position and Strategy - The company is expanding its production capacity and global footprint, including establishing a regional headquarters in Xiamen and participating in international trade shows [9]. - The core team remains stable, focusing on continuous product development, particularly in functional skincare and medical devices [9]. - Supply chain management is being optimized to enhance cost control and market responsiveness, ensuring stable growth [9].
中农秸美 “非粮+合成生物” 酶解技术破世界难题,2万吨级示范线运行!
合成生物学与绿色生物制造· 2025-09-30 03:09
Core Viewpoint - The article highlights a significant technological breakthrough in the efficient utilization of agricultural straw through a novel enzymatic hydrolysis process, which transforms straw into various high-value products, addressing global challenges in straw resource management [2][3][4]. Technological Innovations - A new high-activity enzyme for straw hydrolysis has been developed, overcoming traditional chemical and physical methods that are energy-intensive and polluting, leading to a substantial increase in straw utilization rates [3][6]. - The technology, named "Straw Lignocellulose Enzymatic Hydrolysis and Three-Component Separation," has achieved international leading levels in the efficient separation and high-value conversion of straw resources [3][6]. - The project has established an industrial trial production line capable of processing 20,000 tons of straw annually, marking a significant transition from laboratory research to industrial application [4][5]. Economic and Environmental Impact - The enzymatic process converts 60% of straw into fiber products and 40% into soluble humic acid and fumaric acid fertilizers, contributing to sustainable agricultural practices [6]. - The project aims to create a new agricultural resource market, with a 120,000-ton straw project expected to produce 85,000 tons of enzymatic liquid or 36,000 tons of potassium humate powder, enhancing soil quality and promoting ecological agriculture [9]. Collaboration and Industry Development - A "co-creation alliance" has been formed with nine quality distribution platforms, moving away from traditional distribution models to foster collaborative innovation in the agricultural sector [10]. - The upcoming NFUCon 2025 forum will gather industry experts to discuss the large-scale application of biomass resources, contributing to carbon neutrality goals [12].
石化化工行业稳增长方案出台,平煤神马与河南能源拟战略重组 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-29 08:46
Group 1: Industry Overview - The chemical sector's overall performance ranked 17th this week (2025/09/22-2025/09/26) with a decline of 0.95%, underperforming the Shanghai Composite Index by 1.16 percentage points and the ChiNext Index by 2.91 percentage points [2][3] - The chemical industry is expected to continue its trend of divergence in 2025, with a focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [2] Group 2: Key Industry Trends - Synthetic biology is at a pivotal moment, with low-energy products likely to gain a longer growth window due to the shift in energy structure. Traditional chemical companies will need to focus on energy consumption and carbon tax costs [2] - The introduction of quota policies for third-generation refrigerants is anticipated to lead to a high-growth cycle, with supply constraints and stable demand growth from markets like heat pumps and cold chains [3] - The electronic specialty gases market is characterized by high technical barriers and value, with domestic production opportunities arising from the rapid upgrade of downstream industries [4] Group 3: Specific Chemical Segments - The trend towards light hydrocarbon chemicals is becoming global, with a shift from heavy naphtha to lighter feedstocks like ethane and propane, which are more cost-effective and environmentally friendly [5] - The industrialization of COC/COP (cyclic olefin copolymer) is accelerating in China, driven by domestic production capabilities and the need for supply chain security [6] - MDI (methylene diphenyl diisocyanate) is experiencing a favorable supply landscape due to its high technical barriers and the concentration of production among a few global players [9] Group 4: Price Tracking and Supply Chain - Weekly price tracking shows significant increases in liquid chlorine (252.38%) and paraquat (42%), while PX and bisphenol A saw declines of -5.56% and -4.27% respectively [10] - The supply side of the chemical industry is affected, with 155 companies reporting changes in production capacity, including 4 new shutdowns and 12 restarts this week [11]
福瑞达生物股份董事长高春明:美妆品牌流量破局的关键在于内容
Jing Ji Guan Cha Wang· 2025-09-29 07:49
Core Viewpoint - The cosmetics industry is facing a dilemma where companies must balance between investing in traffic for exposure and managing high costs that erode profits. A shift towards research and cultural foundations rather than solely focusing on GMV growth is essential for sustainable development [1][3]. Group 1: Industry Trends - The current trend in the cosmetics industry indicates that relying solely on traffic for sales is becoming increasingly costly, leading to a need for companies to enhance content quality to attract users [6][7]. - The importance of storytelling and emotional connection with consumers is emphasized, as brands that focus on cultural narratives tend to perform better in terms of sales [4][5]. Group 2: Company Insights - Founded in 1998, the company initially specialized in hyaluronic acid production and has since expanded its business to include skincare, makeup, fragrance, and hair care, reporting approximately 939 million yuan in revenue and 69.7 million yuan in net profit for the first half of the year [2]. - The company has identified a significant difference in performance between its brands, with one brand focusing on technology and another on cultural storytelling, highlighting the effectiveness of the latter in driving sales [4][5]. Group 3: Marketing Strategy - The company is adapting its marketing strategy to focus on content creation rather than just selling products, aiming to engage users and reduce reliance on expensive traffic [6][7]. - A multi-channel approach is being adopted to avoid dependency on a single platform, ensuring that investments in one platform can drive conversions across others [7]. Group 4: Technological Advancements - The company is exploring synthetic biology to lower production costs and improve the efficiency of raw material extraction, which is seen as a necessary trend in the cosmetics industry [8]. - The company is committed to continuous investment in its core product, hyaluronic acid, while also developing new growth areas such as skin microbiome and recombinant collagen [9]. Group 5: Future Plans - The company has launched a medical beauty brand, aiming to integrate cosmetic logic with medical applications, and plans to expand into hospitals and medical aesthetics channels [9][10]. - The company is in the process of applying for "medical device" certification, leveraging its existing pharmaceutical background to enhance its product offerings in the medical field [10].
石化化工行业稳增长方案出台,平煤神马与河南能源拟战略重组
Huaan Securities· 2025-09-28 15:37
Investment Rating - Industry investment rating: Overweight [1] Core Views - The chemical sector's overall performance ranked 17th this week, with a decline of 0.95%, underperforming the Shanghai Composite Index by 1.16 percentage points and the ChiNext Index by 2.91 percentage points [4][22] - The chemical industry is expected to continue its trend of differentiated growth in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Summary by Sections Industry Performance - The chemical sector's performance this week was -0.95%, ranking it 17th among all sectors, while the top three performing sectors were power equipment, non-ferrous metals, and electronics [22][23] - The top three individual stocks in the chemical sector this week were Bluefeng Biochemical (61.16%), Shangwei New Materials (44.81%), and Huarsoft Technology (31.83%) [28] Key Industry Dynamics - A new plan for stable growth in the petrochemical industry was released by seven departments, aiming for an average annual growth of over 5% in value added from 2025 to 2026 [34] - The plan emphasizes the importance of technological innovation, digital empowerment, and environmental sustainability in the petrochemical sector [34] Investment Opportunities - Synthetic biology is highlighted as a key area for growth, with companies like Kasei Biotech and Huaheng Biological being recommended for investment [4][8] - The third-generation refrigerants are expected to enter a high prosperity cycle due to upcoming quota policies and stable demand growth from the air conditioning and cold chain markets [5] - The electronic specialty gases market presents significant domestic substitution opportunities, driven by rapid upgrades in the semiconductor and photovoltaic industries [6][8] - Light hydrocarbon chemicals are identified as a global trend, with a shift towards lighter raw materials expected to enhance the value of leading companies in this sector [8] - The COC polymer industry is accelerating its domestic industrialization process, with companies like AkzoNobel being recommended for attention [9] - Potash fertilizer prices are anticipated to rebound as supply tightens and demand increases due to rising agricultural planting intentions [10] - The MDI market is expected to improve due to oligopolistic supply dynamics and stable demand from polyurethane applications [12]
共启“肌肤长寿”新篇章|华熙生物与LG生活健康签署战略合作协议
Zhong Guo Fa Zhan Wang· 2025-09-28 07:12
Core Viewpoint - The strategic partnership between Huaxi Bio and LG Household & Health Care focuses on synthetic biology technology to address skin aging and develop innovative solutions for the beauty industry [2][9]. Group 1: Partnership Details - Huaxi Bio and LG Household & Health Care signed a Memorandum of Understanding (MOU) on September 22, 2025, in Seoul, aiming to tackle skin aging through collaborative research [2]. - The partnership emphasizes the shift in the beauty industry from merely improving wrinkles to a new focus on "skin longevity," which aims to extend the healthy lifecycle of skin [2]. Group 2: Company Strengths - Huaxi Bio leverages its leading synthetic biology and biomanufacturing platform, along with advanced pilot conversion facilities, to develop bioactive substances closely related to human health [4]. - The company maintains a global leading position in hyaluronic acid while actively expanding into areas such as glycoscience, cell biology, and regenerative medicine for anti-aging technologies [4]. Group 3: LG Household & Health Care Innovations - LG Household & Health Care is recognized for its strong research capabilities in the beauty sector, focusing on cellular-level anti-aging and the efficacy of wild ginseng [6]. - The company has introduced innovative anti-aging research outcomes, such as NAD Power24, integrating cutting-edge research into high-end skincare products [6]. Group 4: Future Outlook - The collaboration aims to develop competitive innovative products that provide effective anti-aging solutions for global consumers [9]. - Both companies believe that combining their expertise will lead to groundbreaking anti-aging products for the global market [9].