北京华熙荣熙：合成生物学业务的核心创新引擎 作为华熙生物在合成生物学领域的核心布局，北京华熙荣熙生物技术研究有限公司是本次重点实验室建 设的核心技术支撑力量。自成立以来，华熙荣熙始终聚焦高价值生物活性物的合成生物研发，构建了五 大核心技术平台——高通量自动化筛选平台、酶改造与进化平台、AI数据化平台、发酵优化平台及微 生物育种平台，形成了从基因编辑、底盘细胞构建到规模化发酵的全链条研发能力。 过往几年，华熙荣熙先后获评国家高新技术企业、中关村高新技术企业、北京市专精特新中小企业等多 项资质，设立北京市博士后科研工作站园区分站，成为合成生物学领域的创新标杆。在本次重点实验室 建设中，华熙荣熙将牵头负责糖基转移酶、糖苷水解酶等关键酶的挖掘与改造，建立糖生物学研发平 台，开发标准化酶库，底盘微生物细胞工厂、多酶偶联的催化体系等，为糖类精准合成提供核心技术支 撑。 糖生物学：华熙生物的基础战略与核心护城河 近日，北京市科学技术委员会、中关村科技园区管理委员会正式公布2025年北京市重点实验室认定名 单，北京华熙荣熙生物技术研究有限公司（华熙生物合成生物学研发核心板块）与北京大学联合共建 的"糖类智造及功能应用北京市重 ...

Core Insights - The company is actively adjusting its operations and organizational structure to enhance its long-term competitiveness through technological innovation, focusing on synthetic biology as a core strategic direction [1][2][4] - The company has seen a profit growth of 55.63% year-on-year in Q3 2025, indicating the effectiveness of its reform measures [2] - The company aims to build a comprehensive ecosystem for its C-end business, which is crucial for validating technological innovations and meeting consumer needs [3][4] Group 1: Strategic Adjustments and Financial Performance - The company has implemented strategic adjustments that have led to a profit growth of 55.63% in Q3 2025, with a net profit of 0.32 billion and revenue of 9.03 billion [2] - The adjustments have resulted in a decrease in sales expense ratio to 34.26%, the lowest in five years, demonstrating effective cost control [3] - The company is focusing on C-end business as a key area for adjustment, emphasizing the need to understand consumer demands for resource allocation [2][3] Group 2: Research and Development Focus - The company is concentrating on glycoscience and cell biology, aiming to provide systematic solutions for delaying aging [4][5] - The synthetic biology system is supported by two core platforms: a biocatalyst library and a pilot transformation platform, which facilitate rapid development and industrialization of new molecules [5][6] - The company has developed a comprehensive research and transformation platform that integrates scientific research, pilot verification, and industrial application [4][5] Group 3: Pilot Platform and AI Integration - The pilot platform is a critical infrastructure for validating and scaling new materials, enabling the transition from laboratory research to market-ready products [7][8] - The company has invested in a pilot transformation platform in Tianjin, equipped with fermentation systems and production lines to support the scaling of biomanufacturing [7][8] - The integration of AI is aimed at enhancing the efficiency of the pilot platform, although the primary role remains with the scientific and engineering systems [7][9] Group 4: Future Directions and Industry Impact - The company plans to deepen its "pilot foundation, AI efficiency" model to solidify its position in the biomanufacturing sector [9] - The open and shared mechanism of the pilot platform is becoming a vital part of China's technological innovation system, supporting both the company's growth and the broader industry ecosystem [8][9] - The company aims to create an open, efficient, and sustainable synthetic biology innovation platform to drive future growth [6][9]

Core Insights - The core viewpoint of the articles emphasizes Huaxi Biological's strategic adjustments and focus on synthetic biology as a key growth area, aiming for high-quality development through technological innovation and organizational restructuring [1][4][12] Company Strategy - Huaxi Biological is actively adjusting its business and organizational structure to enhance its long-term competitiveness, focusing on core advantages and technological innovation [1][4] - The company is prioritizing C-end business development, aiming to create value for consumers by accurately defining brand positioning and target demographics [4][5] - The strategic focus on synthetic biology, particularly glycomics, is seen as a critical area for future growth and innovation [1][6] Financial Performance - In Q3 2025, Huaxi Biological reported a net profit of 0.32 billion yuan, a year-on-year increase of 55.63%, and revenue of 9.03 billion yuan, indicating sustained improvement following strategic reforms [4] - The company has successfully reduced its sales expense ratio to 34.26%, the lowest level in five years, while still achieving significant profit growth despite asset impairment provisions [5] Research and Development - Huaxi Biological is building an integrated platform for research and development, focusing on glycomics and cell biology to provide systematic solutions for aging intervention [6][9] - The company has developed a synthetic biology system supported by two core platforms: a biocatalyst library and a pilot-scale conversion platform, which facilitate rapid molecule screening and scaling [6][10] Technological Advancements - The company has achieved global leadership in technologies such as the precise synthesis of heparin through enzyme methods, moving towards "green biological manufacturing" [7] - Huaxi Biological's pilot-scale platform is crucial for validating technologies and facilitating the transition from laboratory breakthroughs to industrial applications [10][11] Future Outlook - The company aims to deepen its "pilot-scale foundation, AI efficiency enhancement" model, aligning with national strategies to solidify its position in the synthetic biology industry [12]

Core Insights - The company is actively adjusting its operations and organizational structure to enhance its long-term competitiveness through technological innovation, focusing on synthetic biology as a core strategic direction [1][2][4] Group 1: Strategic Adjustments and Financial Performance - The company has seen a profit growth trend, achieving a net profit of 0.32 billion yuan in Q3 2025, a year-on-year increase of 55.63%, with operating revenue reaching 9.03 billion yuan [1] - The decline in revenue during the first three quarters was primarily due to a decrease in skin science innovation conversion business, which is viewed as a temporary outcome of the ongoing adjustments [2] - The company has reduced sales expenses to 34.26%, the lowest level in five years, while still achieving approximately 55% profit growth year-on-year [3] Group 2: Focus on C-end Business - The C-end business is a key focus of the company's adjustments, emphasizing the need to accurately define brand positioning and target demographics to create consumer value [2] - The company is building an ecosystem that fosters collaboration with users, platforms, and partners to strengthen its C-end business foundation [2][3] Group 3: Synthetic Biology and Research Platforms - The company is centered on synthetic biology, particularly in glycoscience and cell biology, aiming to provide systematic solutions for delaying aging [4][5] - The synthetic biology system is supported by two core platforms: a biocatalyst library and a pilot transformation platform, which facilitate rapid molecular screening and scale-up verification [5][7] - The company has developed leading technologies, such as the precise synthesis of heparin through an enzyme-based method, moving towards "green biological manufacturing" [5] Group 4: Pilot Testing and AI Integration - The pilot platform is crucial for connecting research, validation, and transformation, and is seen as a strategic asset in the innovation chain [7][8] - The company has invested in a pilot transformation platform in Tianjin, equipped with fermentation systems and production lines to support scaling and standardization [7] - The pilot platform is open to collaboration with universities and research institutions, providing low-cost support for technology validation and process development [8][9]

Core Viewpoint - The company is actively adjusting its operations and organizational structure to enhance its long-term competitiveness in the synthetic biology sector, focusing on high-quality development paths in the biomanufacturing industry [1][2]. Group 1: Strategic Adjustments and Financial Performance - The company has seen a profit growth trend, with a net profit of 0.32 billion yuan in Q3 2025, representing a year-on-year increase of 55.63%, and revenue of 9.03 billion yuan, indicating continuous improvement over two consecutive quarters [1]. - The decline in revenue during the first three quarters was primarily due to a decrease in skin science innovation conversion business, which is viewed as a temporary outcome of the ongoing adjustments [2]. - The company has reduced ineffective spending and adjusted its evaluation system, resulting in a sales expense ratio of 34.26%, the lowest in five years, while still achieving approximately 55% profit growth year-on-year [3]. Group 2: Focus on C-end Business and Ecosystem Development - The C-end business is a key focus of the company's adjustments, emphasizing the need to accurately define brand positioning and target demographics to create real value for consumers [2]. - The company is accelerating the construction of an ecosystem that fosters mutual growth with users, platforms, and partners to solidify the foundation for C-end business development [2]. Group 3: Synthetic Biology and Technological Innovation - The company is centered on synthetic biology, particularly in glycomics, aiming to provide systematic solutions for delaying aging [4]. - The synthetic biology system is supported by two core platforms: a biocatalyst library and a pilot transformation platform, which facilitate rapid new molecule screening and scale-up verification [4][8]. - The company has achieved significant technological advancements, such as the precise synthesis of heparin through a fully enzymatic method, moving towards "green biomanufacturing" [4]. Group 4: Pilot Testing and AI Integration - The pilot platform is crucial for connecting research, validation, and transformation, serving as a key facility for technology maturity verification and data model accumulation [8]. - The company has invested in a synthetic biology pilot transformation platform equipped with fermentation systems and production lines to support core functions like mechanism verification and process standardization [7][8]. - The open and shared mechanism of the pilot platform is becoming an essential part of the national innovation system, supporting both the company's growth and the broader industry ecosystem [8][9].

Core Insights - The article discusses the revolutionary advancements in structural biology through the use of cryo-electron microscopy (cryo-EM) and AI tools like AlphaFold, enabling high-resolution observation and prediction of protein structures [3][6] - A paradigm shift is occurring in structural biology, moving from targeted structure determination to structure-guided discovery of previously uncharacterized biological entities [3][6] - The CryoSeek strategy, proposed by Yan Ning's team, combines cryo-EM with AI-assisted modeling and bioinformatics analysis to discover entirely new biological entities in nature [3][6] Summary by Sections CryoSeek Strategy - In October 2024, Yan Ning's team introduced CryoSeek, utilizing cryo-EM as an observational tool combined with AI for automatic modeling and bioinformatics analysis [3][6] - The strategy aims to identify unknown biological entities from any accessible source, showcasing its potential in discovering novel nanostructures [6] Discoveries in Glycobiology - In October 2025, the team published two papers detailing the discovery of new glycofibril structures using the CryoSeek strategy, highlighting the importance of sugars in biological assembly [4][11] - The research emphasizes that sugars can act as information molecules and structural scaffolds, opening new avenues in glycobiology [4][11] New Algorithms and Techniques - The team developed a new algorithm named Ahaha for determining the absolute handedness of glycofibrils, addressing a significant challenge in sugar science [12][14] - Ahaha has been deployed as an online service, facilitating global access for researchers to measure the absolute handedness of sugar fibers [16] Structural Insights - The research identified five new glycofibrils with varying compositions and structural assemblies, revealing a continuum from protein-dominant to sugar-dominant structures [8][9] - The findings indicate that glycan-mediated interactions are crucial for the assembly of these diverse fibers, challenging the traditional view that proteins are the primary builders of biological structures [11][12]

Core Viewpoint - The article emphasizes the need for companies, particularly Huaxi Biological, to adapt and innovate in a rapidly changing market environment, focusing on scientific evidence and technological strength to regain market leadership in skin science innovation [4][5][6]. Group 1: Company Strategy and Leadership - Zhao Yan, the leader of Huaxi Biological, acknowledges past mistakes in market awareness and emphasizes the importance of a strong operational team to navigate the competitive landscape [3][4]. - The company is shifting its focus from merely being known for hyaluronic acid to positioning itself as a synthetic biotechnology firm with a robust research and development foundation [5][16]. - Huaxi Biological aims to stabilize its core business while exploring new product categories, leveraging its significant investment in a large-scale synthetic biology pilot platform [6][26]. Group 2: Marketing and Brand Strategy - The company has faced declining revenue and profit margins in its functional skincare segment from 2022 to 2024, prompting a reevaluation of its marketing strategies [8]. - Zhao Yan has restructured the brand division to emphasize skin science and health, moving away from reliance on high-profile influencers to a more diversified marketing approach [9][10]. - The company is focusing on scientific communication in its marketing efforts, aiming to clarify the benefits of its products based on research data rather than vague marketing jargon [10][13]. Group 3: Research and Development Focus - Huaxi Biological has invested heavily in R&D, establishing a state-of-the-art research center to support its product development and quality assurance processes [11][18]. - The company is expanding its research into glycoscience and cell biology, with a focus on developing new materials that can address aging and tissue regeneration [19][20]. - The strategic decision to develop a range of glycan-based products reflects the company's commitment to innovation and its understanding of market demands for new anti-aging solutions [20][21]. Group 4: Market Position and Future Outlook - The company is positioned to capitalize on the growing demand for synthetic biology products, with a focus on overcoming the challenges of scaling production from laboratory to market [23][24]. - Huaxi Biological's investment in a flexible pilot platform is seen as a critical infrastructure for the synthetic biology industry, enabling faster and more efficient product development [26]. - The company aims to maintain its entrepreneurial spirit and adaptability in the face of market fluctuations, emphasizing the importance of scientific integrity over marketing hype [27].

Core Insights - The core viewpoint of the articles revolves around the challenges and strategic shifts faced by Huaxi Biological, particularly under the leadership of Zhao Yan, as the company aims to regain its market position in the highly competitive beauty and medical aesthetics industry while leveraging its scientific capabilities in synthetic biology [1][2][9]. Group 1: Company Challenges and Strategic Shifts - Huaxi Biological's revenue and gross margin from functional skincare products have been declining from 2022 to 2024, impacting market confidence [3]. - Zhao Yan acknowledges internal issues in team building and organizational capabilities that have led to ineffective marketing investments, emphasizing the need for a more scientific and rational approach to market communication [4][8]. - The company is transitioning from reliance on high-profile influencers to a more diversified marketing strategy, focusing on mid-tier influencers to enhance brand presence and consumer engagement [4][5]. Group 2: R&D and Technological Advancements - Huaxi Biological has invested significantly in R&D, with a state-of-the-art research center in Jinan, equipped with advanced analytical instruments to support its raw material research and quality control [6][11]. - The company is expanding its product development into various biological materials, including collagen and other glycan-based substances, leveraging its expertise in synthetic biology [9][12]. - The establishment of a large-scale synthetic biology pilot platform in Tianjin, costing 3 billion yuan, aims to bridge the gap between laboratory research and large-scale production, addressing the challenges of scaling up biomanufacturing processes [18]. Group 3: Market Position and Future Outlook - Huaxi Biological's core product, hyaluronic acid, remains a significant revenue driver, but the company is also focusing on new concepts in the market, such as recombinant collagen, to meet evolving consumer demands [9][10]. - The company is positioning itself as a leader in synthetic biology, with a strategic focus on developing a comprehensive ecosystem that includes partnerships with academic institutions and other biotech firms [11][13]. - Zhao Yan's leadership is characterized by a return to entrepreneurial spirit, aiming to replicate the success of hyaluronic acid across multiple product lines, thus enhancing the company's growth potential in the biomanufacturing sector [14][16].

Core Viewpoint - Huaxi Biological is experiencing a painful growth period, with significant declines in both revenue and profit in the first half of 2025, primarily due to the structural collapse of its core business, particularly the skin science innovation transformation segment [1][3][4]. Financial Performance - In the first half of 2025, Huaxi Biological reported revenue of 2.261 billion yuan, a year-on-year decrease of 19.57%, and a net profit attributable to shareholders of 221 million yuan, down 35.38% [1][3]. - The company's net profit after excluding non-recurring gains and losses fell by 45%, amounting to 174 million yuan [3][5]. - For Q2 2025, revenue was 1.183 billion yuan, a decline of 18.44%, while net profit increased by 20.89% to 119 million yuan, marking the first recovery in net profit margin since Q1 2024 [3][5]. Core Business Challenges - The skin science innovation transformation business, which previously accounted for nearly half of the revenue, continued to decline, with a 33.97% drop in revenue to 912 million yuan in the first half of 2025 [1][3][5]. - This segment's revenue had already decreased by 31.62% in 2024, indicating a persistent downward trend [3][5]. Business Strategy and Reforms - Since 2024, Huaxi Biological has initiated a series of reforms aimed at improving management efficiency and reviving business performance, including restructuring business processes and enhancing organizational capabilities [7][8]. - The chairman and general manager, Zhao Yan, has taken a hands-on approach to manage core business segments, but the effects of these reforms have yet to be reflected in the financial results [7][8]. R&D and Future Directions - In the first half of 2025, Huaxi Biological invested 231 million yuan in R&D, a 15.25% increase, focusing on high-barrier raw materials and medical terminal businesses [8]. - The company is undergoing a strategic upgrade, shifting its R&D focus towards glycoscience and cell biology, while maintaining that the decline in functional skincare products is not due to missing market opportunities [8][9].

Core Viewpoint - Huaxi Biological is experiencing a significant decline in performance, with both revenue and profit decreasing sharply in the first half of 2025, primarily due to the structural collapse of its core business in skin science innovation [1][3][4]. Financial Performance - In the first half of 2025, Huaxi Biological reported revenue of 2.26 billion yuan, a year-on-year decrease of 19.57% [2][3]. - The net profit attributable to shareholders was 221 million yuan, down 35.38% compared to the same period last year [2][3]. - The net profit after deducting non-recurring gains and losses fell by 45%, amounting to 174 million yuan [2][3]. - The cash flow from operating activities decreased by 17.49%, totaling 218 million yuan [2]. - As of the end of the reporting period, the net assets attributable to shareholders were 7.03 billion yuan, reflecting a 3.27% increase from the previous year [2]. Business Segment Performance - The skin science innovation transformation business, which previously accounted for nearly half of the revenue, continued its decline, with a 33.97% drop in revenue to 912 million yuan, representing 40.36% of the company's main business income [3][4]. - The raw material business saw a slight decline of 0.58%, generating 626 million yuan, while the medical terminal business reported a 9.44% decrease, with revenue of 673 million yuan [5]. Strategic Reforms - Since 2024, Huaxi Biological has initiated a series of reforms aimed at improving management efficiency and business recovery, including restructuring business processes and enhancing organizational talent [6]. - The chairman has taken a hands-on approach to manage core business segments, but the effects of these reforms have yet to be reflected in the financial results [6][7]. - The company is currently undergoing its third strategic upgrade, focusing on research in glycoscience and cell biology [7]. Market Context - The decline in Huaxi Biological's performance contrasts sharply with competitors like Jinbo Biological, which reported a 42.43% increase in revenue in the same period, highlighting the competitive pressures in the functional skincare market [8].