据介绍，围绕济南市"13+34"标志性产业链，特别是以高新区作为主阵地的11条产业链，高新区"一链一策"精准强链，推动三大主导产业做大做强，未来 产业加快成长。 在未来产业领域，高新区成立未来产业联盟，征集发布人工智能、空天信息、人形机器人等创新应用场景及典型示范案例；量子信息产业实现通信、测 量、计算全领域布局，入选山东省未来产业集群；空天信息产业聚链成群，实现多领域综合布局；人工智能核心产业规模占全市60%以上，集聚人工智能 相关企业280余家；细胞与基因产业形成头部引领，区内企业相关成果创下多项国内外"最大""最早"纪录；在新一代工业软件、新型储能、合成生物等领 域，均实现了多点开花。 齐鲁晚报.齐鲁壹点王贝艺 9月4日，济南市召开"深入实施工业强市发展战略"主题系列新闻发布会——高新区专场。 ...

Core Insights - The global AI in Synthetic Biology market was valued at approximately USD 24.58 billion in 2024 and is projected to reach USD 30.76 billion in 2025, with an expected value of around USD 192.95 billion by 2034, reflecting a compound annual growth rate (CAGR) of about 28.63% from 2025 to 2034 [2][8]. Market Overview - The primary growth driver for the synthetic biology market is the increasing demand for sustainable solutions across various industries, particularly in response to environmental concerns [2][6]. - Synthetic biology offers bio-based solutions such as biofuels, biodegradable plastics, and environmentally friendly chemicals, which align with global sustainability goals [2][6]. Key Trends & Drivers - Advances in genetic engineering technologies, especially CRISPR and genome editing, are significant growth drivers, enhancing accuracy in genetic modifications and leading to breakthroughs in healthcare and agriculture [6][11]. - There is a growing consumer demand for sustainable alternatives to petrochemical products, which is further supported by government initiatives [6][11]. - Innovations in healthcare, including gene therapies and personalized medicine, are transforming treatment options for genetic disorders, contributing to market growth [6][11]. Regional Analysis - **North America**: This region is the largest market for synthetic biology, driven by significant investments, a strong presence of startups, and supportive government policies for biotechnology research [15][14]. - **Europe**: The European market is characterized by robust public and private funding for research and development, alongside strong regulatory frameworks that facilitate innovation [15][14]. - **Asia-Pacific**: Countries like China and India are emerging as key players in synthetic biology, with substantial government support and a growing biotechnology sector [15][14]. - **LAMEA**: The synthetic biology market in Latin America, the Middle East, and Africa is still developing, with potential growth in agricultural biotechnology and biofuels [15][14]. Competitive Landscape - Key players in the AI in Synthetic Biology market include Ginkgo Bioworks, Amyris, Thermo Fisher Scientific, Illumina, and GenScript, among others [19][14]. - The market is characterized by high research and development costs, which can be a barrier for smaller companies [11][14]. Market Segmentation - The market is segmented by technology (Gene Synthesis, Genome Editing, Synthetic Biology Tools, Bioinformatics) and application (Healthcare & Medicine, Agricultural Biotechnology, Industrial Biotechnology, Environmental Biotechnology) [21][8].

Financial Performance & Targets - Ginkgo achieved its target of $250 million in annualized run-rate cost savings from Q1 2024 to Q2 2025[13, 50] - Ginkgo's Q2 2025 Cell Engineering revenue was $39 million, an 8% increase year-over-year[34] - Biosecurity revenue for Q2 2025 was $10 million, a 48% decrease year-over-year[34] - The company reaffirms its total revenue guidance for FY2025, projecting $167-$187 million, including $117-137 million from Cell Engineering and $40+ million from Biosecurity[37, 52] - Ginkgo aims to reach Adjusted EBITDA breakeven by the end of 2026[11, 46, 53] - Ginkgo had $474 million in cash, cash equivalents, and marketable securities with no bank debt[15, 16] Strategic Initiatives - Ginkgo is expanding from its Solutions business into tools, launching its first direct-to-scientist product: a cell-free protein synthesis system[11, 43, 63] - Ginkgo's Automation and Datapoints are establishing themselves as critical tools in AI-enabled science[43, 143] - Ginkgo has sampled flights originating from 128 countries, representing 65% of nations globally[33]

Financial Data and Key Metrics Changes - For the fiscal year 2025 third quarter, the company reported record revenue of $96.1 million, an increase of 18% year over year [9][20] - Gross margin for the quarter was 53.4%, up from 43.3% in the previous year, reflecting improved operational efficiency and cost management [10][24] - Adjusted EBITDA loss was approximately $8 million, an improvement of about $14 million compared to the previous year [26] Business Line Data and Key Metrics Changes - Revenue from the synthetic biology (SynBio) segment was $35.2 million, reflecting a 7% year-over-year growth [10][20] - Next-generation sequencing (NGS) revenue increased to $55.3 million, a 27% year-over-year growth, driven by commercial assays for diagnostic tests [11][20] - Biopharma services revenue was $5.6 million, a 10% increase year over year [12][20] Market Data and Key Metrics Changes - Healthcare revenue rose to $56.4 million, a 32% increase compared to the same period last year [21] - Industrial chemical revenue was approximately flat at $23.1 million, while academic revenue grew by 7% to $15.9 million [22] - Geographically, revenue in the Americas increased by 16% to $59.4 million, while EMEA revenue rose by 30% to $30.7 million [23] Company Strategy and Development Direction - The company is focused on expanding its product portfolio and increasing market reach, particularly in the academic sector [9][10] - There is an emphasis on leveraging AI for drug discovery and enhancing customer engagement to drive growth [34] - The company aims to achieve adjusted EBITDA breakeven as a key operational milestone, with plans for continued top-line growth [18][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in the SynBio and NGS segments, citing strong customer relationships and demand [11][34] - The company is adapting to market shifts and challenges, viewing them as opportunities for innovation and growth [31][34] - Management highlighted the importance of maintaining gross margins above 50% while focusing on revenue growth [35] Other Important Information - The company ended the quarter with approximately $250.8 million in cash, cash equivalents, and short-term investments [27] - Guidance for total revenue for fiscal year 2025 is narrowed to $374 million to $376 million, indicating a year-over-year growth of approximately 19.7% at the midpoint [28] Q&A Session Summary Question: Insights on SynBio growth and customer trends - Management noted that existing products resonate well with customers, and there is a strong pipeline of new product introductions [39][40] Question: NGS product launch timelines and expectations - Management confirmed that product launches are on track, with expectations for significant growth in 2026 [46][49] Question: Impact of customer transition on revenue - Management indicated a $5 million revenue impact in Q4 due to a customer transition, with expectations for recovery in Q1 [60][61] Question: Academic market growth attribution - Management attributed growth in the U.S. academic market to the company's technology advantage and value proposition [64][66] Question: International growth and market adaptation - Management emphasized the company's low variable costs and ability to navigate tariff uncertainties, positioning it well for international growth [82]

Financial Data and Key Metrics Changes - The company reported record revenue of $96.1 million for the third quarter of fiscal 2025, an increase of 18% year over year [7][18] - Gross margin improved to 53.4%, up from 43.3% in the same quarter of fiscal 2024, reflecting better volume leverage and continuous improvement efforts [8][22] - Adjusted EBITDA loss was approximately $8 million, an improvement of about $14 million compared to fiscal 2024 [23] Business Line Data and Key Metrics Changes - Revenue from the synthetic biology (SynBio) segment was $35.2 million, reflecting a 7% year-over-year growth, with underlying revenue growth exceeding 20% when excluding a significant prior year order [9][18] - Next-generation sequencing (NGS) revenue reached $55.3 million, a 27% increase year over year, driven by commercial assays for diagnostic tests [9][19] - Biopharma services revenue was $5.6 million, growing 10% year over year, with a strong order funnel [10][19] Market Data and Key Metrics Changes - Healthcare revenue rose to $56.4 million, a 32% increase year over year, driven by large pharma and biotech customers [19] - Industrial chemical revenue was approximately flat at $23.1 million, while academic revenue grew 7% to $15.9 million [20] - Geographically, revenue in the Americas increased 16% to $59.4 million, EMEA revenue rose 30% to $30.7 million, and APAC revenue was $5.9 million [21] Company Strategy and Development Direction - The company is focused on expanding its product portfolio and increasing market reach, particularly in the academic sector [7][9] - Plans for new product launches in synthetic biology are expected to unlock new market opportunities [15][29] - The company aims to achieve adjusted EBITDA breakeven as a key operational milestone while continuing to drive top-line growth [16][32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in synthetic biology and NGS, highlighting strong customer relationships and demand [9][31] - The company is adapting to market shifts and leveraging AI as a catalyst for increased demand across its product offerings [31][32] - Management acknowledged potential short-term fluctuations in certain product groups but emphasized the resilience of their diversified customer base [31][32] Other Important Information - The company ended the quarter with approximately $250.8 million in cash, cash equivalents, and short-term investments [24] - Guidance for total revenue in fiscal 2025 is narrowed to $374 million to $376 million, indicating a year-over-year growth of approximately 19.7% at the midpoint [24][25] Q&A Session Summary Question: Insights on SynBio growth and customer trends - Management noted that existing products resonate well with customers, and there is a significant opportunity to convert smaller accounts into future growth drivers [36][38] Question: NGS product launch timelines and expectations - Management confirmed that product launches have been on time, with expectations for significant growth in MRD revenue in 2026 [42][46] Question: Impact of customer transition on revenue - Management indicated a $5 million revenue impact in Q4 due to a customer transition, with expectations for some recovery in Q1 [50][60] Question: U.S. academic market growth drivers - Management attributed growth in the U.S. academic market to their technology advantage and the ability to provide more value for the same budget [62] Question: International growth and market adaptation - Management highlighted their low variable costs and ability to navigate tariff uncertainties, positioning them well for continued growth [78][80]

Financial Performance - The company reported revenue of $96.1 million, meeting guidance of approximately $94-97 million[9] - Adjusted EBITDA was $(8.0) million, exceeding guidance of $(13) million[9] - Gross margin reached 53.4%, achieving the target of exceeding 50%+ by 4QFY25[9] - Cash, cash equivalents, and short-term investments totaled $250.8 million as of June 30, 2025[34] Segment Revenue - SynBio revenue was $35.2 million, a 7% year-over-year growth, with approximately 237,000 genes shipped[13] - NGS revenue was $55.3 million, a 27% year-over-year growth, driven by expanded collaborations[16] - Biopharma Solutions revenue was $5.6 million, a 10% year-over-year growth, with $6.2 million in orders[19] FY2025 Guidance - Q4 FY2025 revenue is projected to be approximately $96 to $98 million, with SynBio contributing ~$38 to 39 million, NGS ~$52 to 53 million, and Biopharma ~$6 million[37] - Full-year FY2025 revenue is guided at approximately $374 to $376 million, with SynBio contributing ~$144 to 145 million, NGS ~$207 to 208 million, and Biopharma ~$23 million[37] - Full-year FY2025 Adjusted EBITDA is expected to be ~$(45 to 47M)[37]

Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI with bio-manufacturing, green chemicals, new materials, future food, and agriculture [2]. Group 1: Conference Overview - The conference aims to explore the development trends of the bio-manufacturing industry during the 14th Five-Year Plan, innovations driven by AI, and the technologies and products that will sustain the vitality of the bio-manufacturing sector [2]. - Various activities will be held concurrently, including a Youth Forum on Bio-Manufacturing, a high-level roundtable discussion, and a closed-door seminar on the "2025 Blue Book for AI Empowering Bio-Manufacturing Innovation" [2][3]. Group 2: Organizing Institutions - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and supported by several academic and industry institutions, including Peking University Ningbo Institute of Ocean Medicine and the Zhejiang Synthetic Biology Industry Technology Alliance [3][4]. Group 3: Conference Schedule - The first day includes registration, a high-level roundtable discussion, and a Youth Forum focused on discovering innovative achievements in bio-manufacturing [7][9]. - The second day features a macro forum on bio-manufacturing, thematic forums on green chemicals and new materials, and a closed-door seminar on AI applications in bio-manufacturing [8][20]. - The third day will showcase case studies of AI applications in bio-manufacturing and thematic discussions on future food and agriculture [24][26]. Group 4: Industry Mapping - The conference will also announce the "China Synthetic Biology Industry Distribution Map (2025 Edition)," which includes a list of over 500 representative enterprises in the bio-manufacturing sector [28][29].

Core Viewpoint - The SynBioCon 2025 conference will focus on the integration of AI with biomanufacturing, green chemicals and new materials, future food, and future agriculture, aiming to explore the development trends of the biomanufacturing industry during the 14th Five-Year Plan period [1]. Organizers and Support Units - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. and supported by various institutions including Peking University Ningbo Institute of Ocean Medicine and the China Society of Biotechnology [2]. Expert Guests - Notable experts include Zhang Xian'en, Dean of the School of Synthetic Biology at Shenzhen University, and other prominent figures from various universities and research institutes who will share insights on biomanufacturing innovations [4][5][6][7]. Conference Agenda - The event will feature a series of forums and discussions, including a high-level roundtable on biomanufacturing, thematic forums on green chemicals and new materials, AI in biomanufacturing, and future food and agriculture [36][37]. Key Topics of Discussion - Topics will cover the construction of efficient cell factories for aromatic compounds, biomanufacturing of polyamide materials, and advancements in enzyme engineering for low-carbon biomanufacturing [8][11][27]. Networking and Collaboration - The conference aims to facilitate technology transfer, product scaling, and talent acquisition within the biomanufacturing sector, promoting collaboration among industry leaders, researchers, and government entities [1]. Event Details - The SynBioCon 2025 will take place from August 20 to 22 in Ningbo, Zhejiang, featuring registration, networking opportunities, and a showcase of technological achievements in the biomanufacturing field [1][36].

Core Viewpoint - The article discusses the "Qingdao Synthetic Biology Innovation Development Action Plan (2025-2027)", aiming to enhance the synthetic biology industry in Qingdao through innovation, technology breakthroughs, and the establishment of key projects and platforms [1]. Overall Requirements - The plan emphasizes innovation-driven development, focusing on key technologies and products to empower various industries such as healthcare, environmental protection, agriculture, and energy [2]. - By 2027, the goals include achieving at least 30 key technology breakthroughs, 5 internationally advanced innovation results, and the establishment of over 10 landmark industrial projects [2]. Key Tasks Bottom-Level Technology Innovation - The plan outlines actions for advancing foundational technologies in synthetic biology, including artificial life design, gene editing, and microbial genome databases [3]. - A target is set to establish a global marine metagenomic microbial database with over 100,000 entries by 2027 [3]. Platform-Level Tool Innovation - The initiative aims to develop high-throughput and high-precision synthesis platforms using automation and machine learning, with a goal of creating a microbial strain repository of over 40,000 strains by 2027 [4]. Empowering Biopharmaceutical Industry - Focus on mRNA vaccines, gene therapy, and the development of new drug clinical approvals, with a target of obtaining over 5 new drug clinical approvals by 2027 [5]. Empowering Food and Health Industry - The plan includes the development of marine functional sugars and high-value natural products, aiming to establish a library of over 800 marine carbohydrate compounds by 2027 [6]. Empowering Materials and Energy Industry - The initiative targets breakthroughs in biodegradable materials and biofuels, with a goal of developing over 5 landmark synthetic biology products by 2027 [7]. Empowering Agriculture and Environmental Protection - The plan emphasizes precision molecular breeding and the development of new pesticides, aiming to create a special microbial resource library for organic waste degradation by 2027 [8]. Policy Measures Support for Technological Innovation - The plan includes funding support for key technology research and development projects in synthetic biology [10]. Support for Industrial Innovation Platforms - Encouragement for the establishment of key laboratories and innovation centers, with funding for those evaluated as excellent [11]. Accelerating Local Innovation Results - The establishment of a market for technology transfer and the training of specialized technology brokers to facilitate the commercialization of synthetic biology innovations [12]. Financial Empowerment for Industry Development - A financial support system is proposed to cover the entire synthetic biology industry chain, including government-led industry funds [13]. Promotion of Innovative Product Applications - Support for the application of innovative products and the establishment of market application laboratories [14]. Development of Specialized Industrial Parks - The plan includes the construction of specialized synthetic biology parks to incubate projects and support infrastructure development [15]. Guarantee Measures - The article outlines measures for coordination, funding assurance, and industry services to support the implementation of the action plan [18].

Financial Performance - Second quarter fiscal year 2025 revenue reached $92.8 million[18,42] - The company's gross margin was 49.6%[18,42], progressing towards exceeding 50% by the fourth quarter of fiscal year 2025[18] - Adjusted EBITDA loss was $(14.8) million[18,42], beating guidance[18] Business Segment Highlights - SynBio revenue was $36.0 million, a 21% year-over-year growth, with approximately 227,000 genes shipped[22] - NGS revenue was $51.1 million, a 25% year-over-year growth[25] - Biopharma Solutions revenue was $5.7 million, a 21% year-over-year growth, with $6.4 million in orders[28] Atlas Data Storage - Atlas Data Storage launched with $155 million in funding from leading investors[11,13] Fiscal Year 2025 Guidance - The company anticipates full fiscal year 2025 revenue to be between $372 million and $379 million[45] - The company anticipates full fiscal year 2025 adjusted EBITDA to be between $(48) million and $(53) million[45]