2025中国民营经济与上市公司发展大会24日在福建晋江举行。西安天美生物科技股份有限公司董事 长胡永卫接受新华网专访时表示，专精特新是企业高质量发展的必由之路，专注一个有价值的方向，用 愈发精致高深的技术把领域做精做深。 本届大会以"创新发展'晋江经验'，助力民营经济健康发展，共谱'十五五'新华章"为主题，通过凝 聚政企学研各方智慧，多维度、多视角探讨"十五五"新质生产力的培育路径，共议共商高质量发展良 策，邀请包括国家部委相关负责人、知名专家学者、100余家上市公司代表、金融机构高管等300名嘉宾 齐聚一堂。（申钉钉） 胡永卫指出，天美生物锚定科技自立自强目标，以AI驱动生物制造与先进分离技术为双引擎，创 新打造"数字化营养素"体系，对碳水、蛋白、氨基酸、维生素、矿物质等进行全方位数字化表征，为精 准营养、个性化营养发展筑牢基础；同时借助AI生物制造技术，攻克稀缺高价值关键活性成分的高效 生产难题。 ...

时间拨回至2019年12月19日，嘉必优作为中国食品生物科技领域首家登陆科创板的企业，在资本市场的聚光灯下，开启了高质量发展的新篇章。 六年光阴，既是一段厚积薄发的沉淀期，也是一场与国家战略同频共振、与全球科技浪潮深度交融的跃迁之旅。 站在"十四五"圆满收官、"十五五"蓝图初展的当下回望，嘉必优的成长轨迹不仅是一部企业自主创新、产业突破的奋斗史，更折射出中国生物制造 从"跟跑"到"并跑"乃至局部"领跑"的时代缩影。 六年沉淀，厚积薄发。自上市以来，嘉必优以更坚定的战略定力深耕合成生物学底层技术，持续锻造核心竞争力。公司先后实现ARA（花生四烯 酸）、藻油DHA、β-胡萝卜素、燕窝酸（SA）及母乳低聚糖（HMOs）等高价值营养素的规模化、产业化突破，构建起覆盖人类营养、动物营养与 个人护理的"一主两翼"产品矩阵。 全面而深入的产品矩阵，共同支撑了公司的强劲业绩：公司营业收入从2019年的3.12亿元稳步攀升至2024年的5.55亿元，年复合增长率达12.2%；进 入2025年，增长动能进一步释放——前三季度实现营收4.28亿元，净利润达1.29亿元，同比大幅增长54.16%。 这些成就并非偶然，而是源于二十余年 ...

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a leading position in the market [2]. Core Insights - The humanoid robot fighting competition has commenced, which is expected to accelerate the development of lightweight PEEK materials. The global humanoid robot market is projected to grow from $2.16 billion in 2023 to $20.6 billion by 2029, with a compound annual growth rate (CAGR) of 57% [6][8]. - The domestic PEEK material market is expected to reach 2.1 billion yuan in 2025, reflecting a year-on-year growth of 10.53%, indicating a promising future for the sector [8]. Market Performance - The new materials sector experienced a decline, with the new materials index falling by 1.58%, underperforming compared to the ChiNext index, which dropped by 0.70%. Over the past five trading days, various sub-sectors such as semiconductor materials and battery chemicals also saw declines of 1.45% and 2.25%, respectively [3][20]. - The report highlights that 30.34% of stocks in the new materials sector achieved positive returns, with notable performers including Hengshen Co. (21.62%) and Zhongchumai (10.67%) [26]. Price Tracking - The report provides a weekly price tracking of various materials, indicating stable prices for amino acids and biodegradable materials, while vitamins showed slight declines, such as vitamin A decreasing by 1.43% [4]. Investment Recommendations - The report suggests focusing on companies involved in PEEK material synthesis, such as DFBP (PEEK synthesis monomer) company Zhongxin Fluorine Materials, and PEEK component manufacturers like Zhongyan Co. and Kent Co. [8].