合成蛋白
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富祥药业x药融圈达成战略合作,共筑生物制造新质生产力
Xin Lang Cai Jing· 2025-12-04 03:47
本文不构成任何投资意见和建议,以官方/公司公告为准;本文仅作医疗健康相关药物介绍,非治疗方案推荐(若涉及),不代表平台立场。任何文章转 载需得到授权。 2025年11月28日,江西富祥药业股份有限公司(股票代码:300497)与医药信息与人脉资源平台药融圈正式举行战略合作签约仪式,宣告双方未来将在医 药与生物制造领域深度融合,整合资源、技术与生态优势,共同推动技术创新与产业化提速,为医药健康产业高质量发展注入新动能。 随着生物医药技术的快速发展,合成蛋白作为替代传统蛋白获取方式的新兴技术,在医药健康、食品工业、新材料等领域展现出巨大潜力。 富祥药业凭借其在医药、生物制造等领域的深厚积累,已在微生物蛋白方向提前布局,旗下子公司富祥生物是国内首家新质蛋白吨级产业化企业,已建成 年产1200吨蛋白生产线。 (左:药融圈董事长王波 右:富祥药业执行总裁程健祖) 2025年11月27日,富祥药业已获得国家卫健委批文,对于富祥在生物制造领域的发展具备里程碑意义,同时能够推动国内食品制造业务,对国家粮食安全 亦具备积极作用。 富祥旗下有医药、新能源材料、生物制造三大产业。未来,双方将围绕富祥三大产业版块,深化在爆品打造、视 ...
专家访谈汇总:世界开始重新定义“军工强国”
阿尔法工场研究院· 2025-05-11 10:12
Group 1: Military Technology and Exports - The price of acrylonitrile and lithium hexafluorophosphate has slightly decreased, indicating a potential pause in short-term inventory replenishment in the new energy chemical sector [3] - The use of Chinese-made J-10C fighter jets by Pakistan to shoot down an Indian Rafale jet enhances the international influence of China's military products, positively impacting market sentiment in the defense sector [3] Group 2: Synthetic Protein Market - The synthetic protein market in China is projected to exceed 15 billion yuan by 2025 and reach 68 billion yuan by 2030, with a compound annual growth rate of 37.2%, transitioning from laboratory innovation to commercialization driven by policy and cost breakthroughs [4] - Three main technological paths—microbial protein, cell-cultured meat, and fermented protein—are clearly defined, shifting synthetic protein from a niche choice for vegetarians to a structural supply reconstruction under food safety and carbon neutrality contexts [4] - Technological advancements have significantly reduced the cost of microbial protein and cell-cultured meat, with microbial protein costs dropping from 800 yuan/kg to 48 yuan/kg, and cell-cultured meat costs decreasing by 92% since 2020, indicating a sustainable growth foundation for the industry [4] - The next five years are critical for the synthetic protein industry, characterized by a "technology route elimination race and business model competition," necessitating investors to develop a comprehensive understanding of the industry's evolution to secure long-term returns [4] Group 3: Digital Economy and ETFs - In the first four months of 2025, China's total exports reached 8.39 trillion yuan, reflecting a year-on-year growth of 7.5%, indicating strong overall export performance [5] - Digital economy ETFs are focused on state-owned enterprise digital transformation, presenting long-term investment potential as a core allocation tool in the new infrastructure and data element combination [5] Group 4: Technology Innovation Bonds - The People's Bank of China and the China Securities Regulatory Commission have jointly issued a document to support equity investment institutions in raising funds through technology innovation bonds, expanding their use to private equity fund investments [6] - The issuance of technology innovation bonds has exceeded 16 billion yuan, demonstrating high market participation and strong funding demand [6]