登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600796 公司简称：钱江生化 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到上海证券交易所：http://www.sse.com.cn/网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 √适用 □不适用 单位:万元 币种:人民币 ■ 反映发行人偿债能力的指标： □适用 √不适用 第三节 ...

Key Points Summary of Kasei Bio's Conference Call Company Overview - **Company**: Kasei Bio - **Industry**: Biochemical Manufacturing Financial Performance - **Revenue**: 1.671 billion CNY in H1 2025, up 15.68% YoY [2][37] - **Gross Profit**: 565 million CNY, up 25.4% YoY [2][37] - **Net Profit**: 309 million CNY, up 24.74% YoY [2][37] - **Total Assets**: 23.821 billion CNY, up 25.23% from the beginning of the year [2][37] - **Net Assets**: 17.453 billion CNY, up 51.67% from the beginning of the year [37] - **Fundraising**: Completed a private placement raising 5.915 billion CNY [2][37] Business Segments and Developments Long Carbon Chain Dicarboxylic Acids - **Market Demand**: Strong demand for long carbon chain dicarboxylic acids, with plans for timely capacity expansion [2][6] - **Capacities**: The 40,000-ton caproic acid project is nearing full production, with positive sales performance [3][5] Biobased Polyamide - **Collaborations**: Established a task force with China Merchants Group to advance pilot projects in textiles, construction, and renewable energy [2][4] - **Market Adoption**: Brands like Hailan Home have begun using biobased polyamide materials [2][21] Composite Materials - **Product Development**: Progress in composite materials focusing on modern construction, logistics, and renewable energy [2][5] - **Commercialization**: Long carbon chain nylon has entered mass production for commercial vehicle applications [2][9] Battery Shell Project - **Partnership with CATL**: The project in Hefei is progressing with 18 planned production lines, with the first phase consisting of 4 lines [2][7][8] - **Production Capacity**: Expected to produce 410,000 tons of biobased composite materials annually [7] Solar and Energy Storage Solutions - **Supply Chain**: Established supply chains for photovoltaic frames and developed complete solutions for energy storage [11][12] Market and Regulatory Environment - **Export Stability**: Tariff issues have had minimal impact on export business, maintaining stable export ratios [20][21] - **Intellectual Property**: Victory in a European IP lawsuit positively impacts business in the European market [21] Future Outlook - **Expansion Plans**: Plans to expand production capacity for long carbon chain dicarboxylic acids and biobased polyamide [6][38] - **Policy Support**: Anticipated government policies to support biomanufacturing, including tax incentives [19] - **Market Positioning**: Aiming to become a leading supplier in the domestic market with over 50% market share in dicarboxylic acids by year-end [16] Challenges and Strategies - **Market Acceptance**: Challenges in promoting new materials due to customer adaptation to new technologies [34][35] - **Cost Efficiency**: Focus on reducing costs and improving efficiency through technological innovations [17][18] Conclusion Kasei Bio is positioned for growth with strong financial performance, ongoing collaborations, and a focus on innovative biobased materials. The company is navigating market challenges while leveraging regulatory support to enhance its competitive edge in the biochemical manufacturing industry.

天眼查App显示，近日，湖南佳嘉乐生物科技有限公司成立，法定代表人为陆跃乐，注册资本4000万人 民币，经营范围为许可项目：食品生产；食品销售；保健食品生产；食品添加剂生产；食品互联网销 售；食品用纸包装、容器制品生产；饮料生产。（依法须经批准的项目，经相关部门批准后方可开展经 营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：生物化工产品技术研发；工程 和技术研究和试验发展；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；发酵过程 优化技术研发；海洋生物活性物质提取、纯化、合成技术研发；生物有机肥料研发；生物基材料聚合技 术研发；复合微生物肥料研发；生物基材料技术研发；生物农药技术研发；生物饲料研发；专用化学产 品销售（不含危险化学品）；食品添加剂销售；互联网销售（除销售需要许可的商品）；保健食品（预 包装）销售；食品进出口；食品互联网销售（仅销售预包装食品）。（除依法须经批准的项目外，凭营 业执照依法自主开展经营活动）。 ...

一、特别提示： 二、会议召开情况 （1）现场会议召开时间为：2025 年 8 月 15 日（星期五）下午 14：30。 （2）网络投票时间为：2025 年 8 月 15 日。其中： ①通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 8 月 ②通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 8 月 15 日上午 9：15 至下午 15：00 期间的任意时间。 件和《公司章程》等规定。 证券代码：002513 证券简称：蓝丰生化 公告编号：2025-037 江苏蓝丰生物化工股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏。 三、会议出席情况 出席会议的股东（或股东授权委托的代理人）共 132 名，代表股份数为 出席现场会议的股东及股东授权代表共计 8 名，代表股份数为 107,278,555 股，占公司股权登记日有表决权股份总数的 28.5862%。 通过网络投票的股东 124 人，代表股份数为 6,048,000 股，占公司股权登记 日有表决权股份总数的 1.6116%。 出席会议的中小股东及股东授权代表共计 124 人 ...

的法律意见书 北京市朝阳区建国门外大街 8 号北京国际财源中心 A 座 32 层 100022 北京市万商天勤律师事务所 关于 江苏蓝丰生物化工股份有限公司 电话: +86 10 82255588 www.vtlaw.cn 北京 深圳 上海 成都 武汉 西安 长沙 杭州 海口 南京 广州 香港(联营) 昆明 福州 北京市万商天勤律师事务所 关于江苏蓝丰生物化工股份有限公司 法律意见书 致：江苏蓝丰生物化工股份有限公司 根据《中华人民共和国证券法》《中华人民共和国公司法》及中国证券监督管理 委员会《上市公司股东会规则》（以下简称《股东会规则》）《深圳证券交易所上市 公司股东会网络投票实施细则》等法律、法规和规范性文件的规定，北京市万商天勤 律师事务所（以下称"本所"）接受江苏蓝丰生物化工股份有限公司（以下简称"公 司"）的委托，指派律师现场出席公司 2025 年第一次临时股东会，并出具法律意见。 本所律师同意将本法律意见书随公司本次股东会决议一并予以公告，并依法对本 法律意见书承担相应的责任。 本所律师根据《股东会规则》第六条的要求，按照律师行业公认的业务标准、道 德规范和勤勉尽责精神，对公司提供的有关文件和本 ...

Group 1 - Yichang Chengbang Biotechnology Co., Ltd. has recently been established with a registered capital of 25 million RMB [1] - The legal representative of the company is Xu Zhen [1] - The company's business scope includes research and development of biochemical products, sales of chemical products (excluding licensed chemical products), and manufacturing of basic chemical raw materials [1] Group 2 - The company is involved in various activities such as technology services, technical development, and import-export operations [1] - The company is permitted to operate projects that are not prohibited or restricted by laws and regulations [1]

DT新材料致力于科技成果转移转化。SynBioCon大会聚焦产业生态发展与科技成果转移转化，已完成1000+次科研院所和初创项目对接。本届大会同 期将继续举办 特色活动 「合成生物制造创新科技成果展示与对接 」 ， 收集并 展示100个0~100的合成生物制造创新科技成果 ， 以 促进行业高 效科技成果与转化。 SynBioCon大会持续发布科技成果。本期介绍项目如下： SynBioCon 大会 | 致力于科技成果转化 第四届合成生物与绿色生物制造大会 (简称：SynBioCon 2025) 将 于 8月20-22日 在 浙江·宁波 举办。 大会由DT新材料举办；北京大学宁波海洋药 物研究院、酶赛生物共同协办； 中国生物工程学会生物基材料专业委员会、浙江省合成生物产业技术联盟、 上海市未来产业生物制造专委会、 上海 市宝山国发合成生物学应用转化研究院、 广州合成生物产学研技术创新联盟 等支持。 成果名称 生物基材料单体与材料生物制造平台 项目方 重庆大学 成果简介 尼 龙、 PBS两种大宗基础材料，广泛用于汽车飞机零部件、国防工业、电子电气配件、输油管道、农业、服饰等，但两种材料的重要单体"己二 胺"、"丁二 ...

Core Viewpoint - Algenesis Labs has launched the world's first 100% plant-based isocyanate, Bio-Iso™, marking a revolutionary breakthrough in the polyurethane chemistry field, which aligns with global sustainability goals and meets increasing environmental regulations and consumer demand for safe, eco-friendly materials [2][4]. Production and Capacity Expansion - Algenesis Labs has commenced production at its pilot plant for Bio-Iso™ and is focused on expanding its production capacity in San Diego, California, while seeking strategic partners for global industrialization [4]. - The company has released a technical data package detailing the performance of Soleic® TPU materials made with Bio-Iso™ [4]. Environmental Impact - The introduction of Bio-Iso™ aims to break the cycle of environmental pollution and hazardous processes associated with traditional petroleum-based isocyanates, as it eliminates fossil carbon and phosgene from the supply chain [4][5]. Product Development - Algenesis Labs has developed bio-based polyols, bio-based polyurethane foams, and bio-based thermoplastic polyurethanes (TPU) from algae and non-food plants, marketed under the B2B brand Soleic® [5]. - The new Bio-Iso™ combined with bio-based polyols can produce 100% bio-based TPU, with several products already certified by the USDA as bio-based [6][10]. Product Certification and Applications - The Soleic® TPU products have varying levels of bio-based content, with TPU 1295A at 59%, TPU 1270A at 76%, TPU 1260D at 56%, and polyol LV-02 at 100% [6][10]. - Soleic™ bio-based polyols are utilized in soft polyurethane foam applications, initially used in flip-flops and later in Blueview shoes [7]. Strategic Partnerships - Algenesis is expanding its Soleic™ product line into breathable waterproof textiles and injection-molded products, having signed a collaboration agreement with Trelleborg for TPU coating on fabrics and partnered with RhinoShield for phone case production [9].

Core Viewpoint - Jiangsu Lanfeng Biological Chemical Co., Ltd. is currently involved in a legal dispute regarding securities false statements, with a total claim amount of RMB 19.18 million from 163 investors [2][3][4]. Group 1: Lawsuit Basic Information - The company has previously disclosed information regarding the investor lawsuit related to securities false statements [3]. - The final judgment and civil rulings from the Nanjing Intermediate People's Court have been received concerning the claims from 45 investors [3]. Group 2: Lawsuit Progress - The Nanjing Intermediate People's Court has issued an execution ruling to freeze RMB 19.18 million of the company's bank deposits due to non-compliance with a prior civil judgment [4]. - A total of 8 bank accounts of the company have been frozen, with only RMB 77,400 actually frozen [4]. - The company's overall business operations remain normal and unaffected by the bank account freeze [4]. Group 3: Company Response - The company plans to raise funds to comply with the court ruling and compensate the investors, aiming to lift the freezing measures promptly [5]. - The company will pursue accountability against its former directors and senior management as per the administrative penalty decision issued by the China Securities Regulatory Commission [5]. Group 4: Financial Impact - The total amount related to the investor lawsuit and associated costs is approximately RMB 19.18 million, which will be accounted for as liabilities and losses according to accounting standards [7]. - The company will continue to monitor the lawsuit's progress and fulfill its information disclosure obligations [7].

Group 1 - FDCA is a high-value bio-based compound with a wide range of applications, serving as a substitute for terephthalic acid and enabling the production of high-performance bio-based polymers [2][8] - The synthesis routes for FDCA are diverse, with the HMF route being the most promising and showing significant progress towards industrial production [17][18] - The global FDCA market is expected to grow at a compound annual growth rate (CAGR) of 8.9% from 2021 to 2028, potentially reaching $873.28 million by 2028 [4][51] Group 2 - Internationally, several companies have achieved FDCA production, with significant investments made since 2004, including major players like Coca-Cola, DuPont, and Avantium [3][35] - Domestic research on FDCA began around 2010 and has rapidly advanced, with notable breakthroughs in synthesis and polymerization processes [3][41] - The domestic industry is still in its early stages of commercialization, but there is a growing number of patents and publications, indicating a strong research foundation [3][41] Group 3 - PEF, derived from FDCA and ethylene glycol, exhibits superior properties compared to PET, including higher mechanical strength and better gas barrier performance, making it a promising alternative [5][10] - The application areas for PEF include food packaging, films, and fibers, with significant potential for replacing PET in various markets [5][10] - The production of PEF is expected to expand, driven by the increasing demand for sustainable materials and the growth of the bio-based product market [5][51] Group 4 - Companies like Avantium and Eastman are leading the way in FDCA production technology, with Avantium's YXY technology being a notable example [36][39] - Domestic companies such as Hefei Lif Biological and Zhongke Guosheng are making strides in FDCA production, with innovative processes and significant production capacity planned for the near future [44][45] - The collaboration between research institutions and companies is fostering innovation and accelerating the commercialization of FDCA and its derivatives in China [41][44]