□ 本报记者 付 奇 12月16日，国家开发投资集团有限公司下属的国投生物制造创新研究院有限公司与泰兴市东圣生物科技 有限公司签署股权转让协议，并启动新质蛋白产业化项目，引得食品业界瞩目。前者是实力雄厚的国家 资本，后者是在细分市场占有率达六成的民企"小巨人"，此次合作，不仅标志着这家央企"巨无霸"在新 质蛋白领域构建起"技术研发+产业落地"的完整链路，也将以央地合作为生物制造这一战略性新兴产业 注入强劲动力。 东圣生物是全球谷氨酰胺转氨酶（TG酶）龙头企业，其核心产品远销40多个国家和地区，国内市场占 有率达60%，是国家级专精特新"小巨人"企业，具备较为成熟的产学研用体系。 12月16日，记者来到位于泰兴市黄桥镇的东圣生物总部所在地，看到其核心产品TG酶生产全过程。在 发酵车间，通过10个4层楼高的发酵罐，可将从纳米比亚等地引进的鱼粉等原材料发酵转化为粉状"原 酶"，再在复配车间8条产线上，通过一系列工艺稀释复配成酶制剂产品。"这个产品广泛应用在肉制品 乳制品等领域，起到改良质构的作用。"东圣生物质控部负责人何蓉介绍。 中国工程院院士、江南大学教授陈坚介绍，所谓"生物制造"，就是致力于把生物科学/生物技术 ...

国务院国资委2023年启动实施央企产业焕新行动和未来产业启航行动，聚焦新一代移动通信、人工智能、生物制造、新材料等15个重点产业领域方向，推动 中央企业加快布局和发展新兴产业。 国投集团称，此次合作标志着国投集团在新质蛋白领域构建起"技术研发+产业落地"的完整链路，是发挥央企科技引领与产业带动作用的关键一步，为生物 制造这一国家战略产业注入强劲动力。 新质蛋白产业基于合成生物学技术，通过工业微生物发酵方式对农耕、畜牧等传统蛋白质获取方式进行改革升级，是生物制造新质生产力的典型代表。 国投集团投资布局生物制造领域项目118个、金额225亿元，带动投资超千亿元。 中国工程院院士陈坚表示，生物制造正处在从科技向产业转化的爆发期，产业规模将从2025年的1.6万亿发展到2030年的3万亿元。 中国科学院天津工业生物技术研究所研究员李德茂谈到，新质蛋白是近年来在保障粮食安全和可持续发展背景下兴起的一个重要概念，旨在减少对传统养殖 业的依赖，是全球生物安全的战略必争之地。随着我国技术的快速发展，国际上对我国构成的专利和产品的垄断正在改观。 "十五五"规划建议明确提出要前瞻布局未来产业，推动生物制造等成为新的经济增长点。 ...

Financial Performance - The company reported an increase in mid-year performance compared to last year, but remains in a loss state [2] - Future strategies will focus on improving net profit through various products and avenues [2] Pharmaceutical Manufacturing - The decline in raw material prices for 6-APA and the recovery in prices for the key intermediate 4-AA will enhance the gross margin of the pharmaceutical business [3] - Successful completion of supplier qualification for the new process product, Tazobactam, is expected to reduce production costs and improve market competitiveness [3] - Expansion of Piperacillin production capacity is underway, with significant market demand for combination formulations [3] - New compound formulations are being launched, which will drive demand for related products [3] New Energy Business - The company leads in the industry for lithium battery electrolyte additives in terms of shipment volume and cost control [3] - Current prices for these additives are at historical lows, with limited room for further decline; a price rebound could significantly enhance profits [3] Synthetic Biology - The company is a pioneer in microbial protein production, with significant advancements in core strains, production technology, and market access [4][5] - The registration application for the new protein as a food ingredient has been accepted, with expectations for approval in the second half of the year [4][9] - The company is constructing a project with an annual capacity of 200,000 tons of microbial protein, aiming for a production scale of 20,000 tons of microbial protein and 50,000 tons of amino acid water-soluble fertilizer [5][15] Quality and Certification - The new protein has received multiple international certifications, including HALAL and KOSHER, and has passed various food safety management system certifications [6] - The company has developed proprietary strains and achieved international advanced levels in production technology [5][6] Market Expansion and Collaboration - Strategic partnerships have been established with various companies in the microbial protein sector, enhancing market penetration [11] - The company plans to build an open commercial transformation platform to accelerate product commercialization and brand development [10] Product Development - The new protein can be applied in various sectors, including plant-based meat alternatives, protein drinks, and health products [12] - The company is actively developing new applications and has created several product samples for market introduction [12] Environmental and Regulatory Compliance - The company’s production processes aim for zero emissions and align with national agricultural reduction goals [7][14] - The amino acid water-soluble fertilizer is positioned to meet growing market demands due to regulatory support for green products [15]

Core Viewpoint - Fuxiang Pharmaceutical plans to develop multiple plant-based meat products that closely mimic the texture and taste of real meat, leveraging new protein technology [1] Company Developments - The company aims to create over 10 consumer-oriented products through independent research and external collaborations [1] - Fuxiang has established the first domestic production line for microbial new protein with a capacity of 1,000 tons and is currently constructing a new line with an annual capacity of 20,000 tons [1] Industry Insights - According to Chen Jian, an academician from the Chinese Academy of Engineering, the production efficiency of new protein is 1,000 times higher than traditional livestock and fishery farming methods, with over 90% water savings and no need for pesticides or fertilizers [1] - The development of new protein can address key supply chain challenges in the meat, egg, and dairy industries, enhancing cost-effectiveness and sustainability, while also meeting national strategic needs for food security [1] - The industry has significant potential and market space for growth [1]

Core Viewpoint - The biomanufacturing industry is emerging as a new engine for economic growth, with a significant focus on the new protein sector as a key area for development [1][2]. Group 1: New Protein Manufacturing Center - The National Investment Group and Wuxi City have established the National Investment New Protein Biomanufacturing Innovation Center to address bottlenecks in new protein research and industrialization [2][4]. - The center aims to accelerate the development and cost optimization of various new protein products, covering fields such as food, nutrition, healthcare, and materials [2][4]. Group 2: Challenges and Opportunities - New protein is defined as edible protein not reliant on traditional livestock or fishery methods, utilizing innovative technologies like microbial fermentation and synthetic biology [4]. - China faces a significant protein gap, with 2024 grain imports projected to exceed 158 million tons, including 105 million tons of soybeans, which are primarily used for animal feed [5]. - The shortage of edible protein has become a safety issue, prompting the government to promote comprehensive food resource development [5]. Group 3: Investment and Development Strategy - Since 2020, the new protein industry in China has shown strong growth, although the capital market's downturn in 2023 has posed challenges [5][6]. - The National Investment Group has established the National Investment Biomanufacturing Innovation Research Institute with a registered capital of 6 billion yuan, marking a significant step in supporting the biomanufacturing industry [5][6]. - The group aims to achieve a total output value of 60 billion yuan in the biomanufacturing sector by the end of the 14th Five-Year Plan [6]. Group 4: Financial Support and Collaboration - The National Investment Group manages funds exceeding 270 billion yuan, having invested over 4 billion yuan in 25 biomanufacturing companies [6][7]. - The group has partnered with various local governments to establish industry guidance funds, including a 2 billion yuan biomanufacturing venture capital fund in Tianjin [6][7]. - Future plans include collaborating with private capital to explore differentiated management of mixed-ownership enterprises, enhancing the vitality and competitiveness of the industry [7].

Core Insights - The National Investment Group (国投) is establishing a dedicated CVC fund for the biomanufacturing industry, focusing on early-stage, small investments in hard technology to support strategic emerging industries and core technology breakthroughs [1][3] - The biomanufacturing industry is recognized as a new engine for economic growth, with the establishment of the National Investment Group's new protein biomanufacturing innovation center aimed at addressing bottlenecks in new protein research and industrialization [1][2] Group 1: Industry Development - The new protein, which does not rely on traditional livestock or fishery methods, is synthesized using innovative technologies like microbial fermentation, addressing the significant protein gap in China, where over 66% of grain imports are soybeans [2] - The shortage of edible protein has become a safety issue, prompting the government to promote a comprehensive approach to food resource development [2] Group 2: Investment and Funding - The National Investment Group has invested in 25 biomanufacturing companies, totaling over 4 billion yuan, and has established various government-guided funds to support the industry [4] - The National Investment Group's funds exceed 270 billion yuan, with investments in 424 specialized enterprises, supporting 120 companies to go public, which constitutes 10% of the total on the Science and Technology Innovation Board [3][4] Group 3: Strategic Initiatives - The establishment of the National Investment Group's Biomanufacturing Innovation Research Institute, with a registered capital of 6 billion yuan, marks a strategic initiative to cultivate the biomanufacturing industry [3] - The National Investment Group aims to achieve a total output value of 60 billion yuan in the biomanufacturing sector by the end of the 14th Five-Year Plan, focusing on various sub-sectors such as industrial strains and food additives [3]