十五五规划建议明确提出"加快打造新兴支柱产业、大力提振消费"，这不仅是产业升级的号角，更是品 牌创新与品质创新的重要契机。近日，在央视《对话·创新中国行》节目现场，华熙生物董事长赵燕围 绕企业在透明质酸（玻尿酸）领域的创新突破、全球竞争策略及产业升维思考展开深度分享。 谈及十五五规划建议提出的"推动产业绿色智能融合发展"，赵燕指出，中国企业实现产业升维的突破点 在于三大核心：一是筑高技术创新壁垒，建立持续创新体系，引领行业发展；二是强化质量标准建设， 筑牢品质根基；三是主导制定评价标准，联合国家权威部门与行业协会构建行业标准体系，掌握话语 权。"只有拥有标准话语权，在国际上才有同等对话的权利，才能真正实现从中国制造到中国创造的跨 越。" 赵燕强调，华熙生物的实践正是如此，从突破透明质酸规模化生产技术，到如今布局细胞外基质 （ECM）等前沿研究，通过单点技术突破将单一物质做到全球第一，再推动技术转化为国家标准物 质，构筑起行业技术标准的话语权，奠定核心技术壁垒进而实现系统布局。 对于未来3-5年的核心目标，赵燕聚焦生物制造产业的关键短板：持续筑牢中国的合成生物中试转换平 台。她表示，华熙生物致力于打通产学研，将 ...

Core Insights - The Jiangsu Provincial Committee has officially released recommendations for the 15th Five-Year Plan, emphasizing the enhancement of strategic emerging industries such as new generation information technology, new energy, new materials, biomedicine, and high-end equipment [1][2] Group 1: Industry Development - The plan aims to cultivate new growth engines in aerospace and low-altitude economy while maintaining a strong manufacturing sector [2] - It emphasizes the need for traditional industries to upgrade and for the development of strategic emerging industries, ensuring a balanced approach [2] - The focus is on high-quality development of key industrial chains and strengthening traditional industries like metallurgy, chemicals, textiles, and machinery [2] Group 2: Technological Innovation - The recommendations call for significant breakthroughs in core technologies in fields such as integrated circuits, high-end instruments, and biomanufacturing [4] - There is a push for a comprehensive innovation system that integrates technology and industry, with a focus on establishing a network of laboratories to support research and development [4] Group 3: Digital Economy - The plan includes initiatives to deepen the development of a digital economy, aiming to create a national digital economy innovation development pilot zone [5] - It emphasizes the importance of artificial intelligence and its integration into various sectors, promoting a comprehensive digital transformation [5] Group 4: International Cooperation - The recommendations advocate for high-level openness and the establishment of a two-way open hub to enhance international cooperation and resource allocation [7] - There is a focus on expanding trade and investment, promoting new business models, and enhancing the service system for foreign investment [8] Group 5: Future Industries - The plan encourages the exploration of future industries such as third-generation semiconductors, hydrogen energy, and quantum technology, aiming to transform these into productive forces [3] - It highlights the need for innovative regulatory approaches and investment mechanisms to support the growth of these industries [3]

【SynBioCon】 获 悉， 近日， 山东大学微生物改造技术全国重点实验室祁庆生团队 在《 Metabolic Engineering 》上发表题为" Engineered Non-Canonical Reductive TCA Pathway Drives High-Yield Succinic Acid Biosynthesis in Yarrowia lipolytica "的研究论文。博士研究生 陶慧琳为论文第一作者，祁庆生教授和崔志勇副研究员为通讯作者。山东大学微生物改造技术全国重点实验室为第一完成单位和通讯作者单位。 C4-二羧酸是一类具有应用价值的化合物，广泛应用于医药、化工、食品等领域。其中，丁二酸作为多种高价值化学品的平台化合物，可以合成1,4 - 丁二醇、四氢呋喃、聚丁二酸丁二醇酯等产品，在化工以及塑料降解领域具有重要价值。解酯耶氏酵母凭借优异的耐酸性以及对低成本原料的兼容性， 成为丁二酸生物合成的潜力宿主。还原TCA（rTCA）途径由于合成路径短、理论转化率高是目前C4-二羧酸合成的主要途径。但酵母不存在天然的 rTCA途径，异源引入后胞质内NADH不足以满足rTCA途径合成丁二酸所 ...

Core Viewpoint - The Jilin Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan for the province's economic and social development, focusing on future industries and strategic positioning in emerging sectors [1] Group 1: Future Industry Development - The plan emphasizes the importance of seizing opportunities in future industries such as artificial intelligence, hydrogen energy, new energy storage, aerospace information, biomanufacturing, and atomic-level manufacturing [1] - A high-performance computing cluster will be established to promote the "Artificial Intelligence +" initiative, aiming to develop a comprehensive intelligent and humanoid robotics industry [1] - The hydrogen energy industry will be accelerated, with a focus on creating a "Hydrogen +" industrial ecosystem and promoting applications like hydrogen-powered intercity trains to establish hydrogen transportation corridors [1] Group 2: Technological Advancements - The plan advocates for the development of high-efficiency, low-cost new battery products and the research of next-generation satellite products [1] - It aims to build an integrated information infrastructure and service system that combines space, ground, and remote sensing technologies [1] - There is a strong emphasis on advancing bioproducts and developing new biological health products, alongside tackling key technologies in high-precision equipment, advanced materials, and micro-nano manufacturing processes to accelerate industrialization [1]

Core Viewpoint - The 2025 Shenzhen International High-Performance Medical Device and Innovative Pharmaceutical Exhibition will take place in two phases, with the Hong Kong station starting on December 11 and the main exhibition in Shenzhen from December 18 to 20, showcasing advancements in the medical device and pharmaceutical industries [1][2]. Group 1: Exhibition Overview - The exhibition adopts a "one exhibition, two cities" model, focusing on the latest achievements from innovation to industrial transformation, and aims to create a platform for industry exchange, resource integration, and trade [2][3]. - The Hong Kong station will emphasize international clinical trials, technology and product exports, and new fields such as AI in medical devices and brain science, while the Shenzhen station will cover the entire pharmaceutical and medical device supply chain [2][3]. Group 2: Industry Development - Shenzhen's pharmaceutical and medical device output is projected to grow from 128 billion yuan in 2020 to 157.6 billion yuan by 2024, with an annual growth rate of 5.3%, maintaining its position as the national leader in medical device output [3]. - The city plans to establish a development framework consisting of "one corridor, two zones, and three bases" to enhance its biopharmaceutical and medical device industries [3]. Group 3: Regional Focus - Pingshan District, as a national biopharmaceutical industry base, has established 13 specialized parks covering over 2.79 million square meters, with a compound annual growth rate of 39.8% in enterprise numbers [4]. - The Guangming District has attracted over 900 medical device companies and is focusing on building a comprehensive ecosystem for biomanufacturing and innovative medical devices [5][6]. Group 4: Exhibition Highlights - The exhibition will feature over 300 participating companies, including international giants like Siemens and Medtronic, and will host more than 20 sub-forums covering key topics such as policy interpretation and cutting-edge technologies [7][8]. - This year's exhibition will continue to emphasize the dual focus on pharmaceuticals and medical devices, showcasing a wide range of innovations and establishing a complete industry chain from research to application [7][8].

Core Insights - Shenzhen has identified biomedicine, high-end medical devices, and the health industry as key sectors within the "20+8" industrial cluster, aiming to create a vibrant and complete ecosystem for pharmaceutical and medical device development [1][2] Industry Growth - The output value of Shenzhen's pharmaceutical and medical device industry is projected to increase from 128 billion yuan in 2020 to 157.6 billion yuan by 2024, with an average annual growth rate of 5.3% [1] - The medical device output is expected to rise from 83.1 billion yuan to 102.8 billion yuan, maintaining its position as the highest in the country [1] - By 2024, the total export value of pharmaceuticals and medical devices is anticipated to reach 41.38 billion yuan, with medical device exports alone accounting for 29.85 billion yuan, also the highest in the nation [1] Development Strategy - Shenzhen plans to establish an industrial development framework consisting of "one corridor, two zones, and three bases," focusing on biomedicine innovation and institutional innovation [2] - The "4+4+N" development strategy will target four emerging sectors, including cell and gene therapy, and will promote key projects in research and development as well as international expansion [2] Specialized Bases - The Pingshan District, recognized as a national-level biomedicine industrial base, has developed a support system with 13 specialized parks covering over 2.79 million square meters, achieving an annual compound growth rate of 39.8% in enterprise numbers [2] - The Guangming District has attracted over 900 medical device companies and over 100 biopharmaceutical companies, with the National Biomanufacturing Industry Innovation Center recently commencing operations to enhance collaborative innovation in the Greater Bay Area [3]

Core Viewpoint - The article emphasizes the investment opportunities and macroeconomic trends arising from China's "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," highlighting the importance of high-quality development and the need for structural reforms in the economy [5][6][13]. Group 1: Macroeconomic Trends - The global economy is facing significant changes, particularly due to the U.S.-China relationship, which is a crucial factor influencing both economies and the global landscape [6][9]. - China's economic growth is projected to achieve around 5% for the year, despite challenges such as a decline in fixed asset investment and lower consumer spending [10][11]. - The current economic environment is characterized by a long-term real estate cycle, with adjustments expected in the housing market, particularly in major cities [10][20]. Group 2: Investment Opportunities - The "15th Five-Year Plan" presents numerous investment opportunities, particularly in technology, consumer sectors, and infrastructure, as the government emphasizes economic construction and reform [13][19]. - The focus on technological self-reliance and innovation is highlighted as a key area for future growth, with significant potential for companies involved in AI and other advanced technologies [14][17]. - The article notes that consumer spending is expected to rise, driven by demographic changes and government policies aimed at boosting consumption [19][20]. Group 3: Market Outlook - The A-share market is anticipated to perform well, with a positive outlook for corporate earnings growth, despite current challenges in ROE [26][27]. - The article suggests that structural opportunities exist within the market, as companies adapt to changing economic conditions and consumer demands [27][28]. - A diversified asset allocation strategy is recommended, with gold being highlighted as a valuable asset for long-term investment [28].

12月10日，21世纪经济报道记者在深圳市政府新闻办举行的新闻发布会上获悉，2025深圳国际高性能医 疗器械展暨创新医药展即将开幕。 在将生物医药、高端医疗器械、大健康产业列入"20+8"重点产业集群后，深圳通过实施政策赋能、资金 支撑、人才集聚、平台建设等系列措施，推动形成创新活跃、特色鲜明、链条完备、生态优渥的医药和 医疗器械产业发展高地。 作为全国首批、深圳唯一的国家级生物医药产业基地，坪山区是全市最早出台生物产业专项规划与政策 的区域。 据坪山区委常委、副区长杨涛介绍，基地核心及延伸区已建成13个总面积超279万平方米的生物医药专 业园区，企业数量年均复合增长率达39.8%。目前，基地内拥有68家生物医药创新载体，汇聚超1300家 生物医药企业。 深圳市发展改革委党组成员、市药械办主任刘楚文表示，面向"十五五"，深圳将构建"一廊、两区、三 基地"产业发展格局。同时，将实施"4+4+N"发展策略，聚焦细胞基因、生物制造等4大新兴赛道，推进 研发经济、产业出海等4大重点工程，完善全链条产业生态。 此外，坪山区还牵头及参与设立了市生物医药产业基金、新愿景基金等6支总规模近70亿元的专业基 金，与30余家金融 ...

Core Viewpoint - The Ministry of Education emphasizes the importance of reforming the training of outstanding engineers to support the development of a strong education, technology, and talent nation, aligning with the national strategic talent cultivation goals [1][3]. Group 1: Policy and Strategic Initiatives - The "14th Five-Year Plan" suggests a comprehensive approach to advancing education, technology, and talent development, highlighting the need for more outstanding engineers [1]. - The Ministry of Industry and Information Technology (MIIT) has implemented various policies to enhance the training of outstanding engineers, including the "Manufacturing Talent Support Plan" which selects around 300 advanced manufacturing technology talents annually [3][4]. - MIIT has established a collaborative framework with educational institutions and industries to ensure that talent policies align with industrial needs, thereby enhancing the effectiveness of engineer training [3][4]. Group 2: Educational Framework and Industry Collaboration - MIIT has developed a "1+5+N" working system to promote practical training for engineers, focusing on key areas such as new materials and new energy vehicles [4][5]. - The establishment of national engineering practice bases and innovation centers aims to improve students' practical skills and facilitate collaboration between universities and specialized enterprises [4][5]. - The MIIT has initiated strategic cooperation with the Ministry of Education to enhance data sharing and talent supply-demand matching [4][5]. Group 3: Future Directions and Talent Development - MIIT plans to continue implementing the Manufacturing Talent Support Plan and host national technology skill competitions to elevate the recognition of engineers in society [6]. - The focus will be on predicting talent needs in key sectors like artificial intelligence, ensuring that educational programs align with high-quality industrial development [6]. - MIIT aims to guide universities in closely aligning their engineering programs with national strategic needs, thereby fostering a robust pipeline of outstanding engineers [6].

转自：智通财经 标的判断：锁定投资团队的核心资产，甄选"能落地的顶尖科学家" 近日，中国科学院院士增选结果揭晓，三七互娱（维权）参投企业北京北启生物医药有限公司（下 称"北启生物"）科学创始人、北京大学邓宏魁教授成功当选。这是继华翊博奥（北京）量子科技有限公 司（下称"华翊量子"）创始人、清华大学段路明教授当选院士后，三七互娱投资版图中再度诞生"院士 级"核心创始人。 在量子计算、生物制造等国家战略发展重点关注的新质生产力领域，三七互娱均精准"锁定"顶尖科学家 领衔的头部项目。这份投资成绩单不仅印证了三七互娱对国家战略规划方向的前瞻洞察，更具象化了 其"赛道选准新范式，决策锚定创始人"的硬科技早期投资方法论，彰显了其作为企业CVC深耕硬科技赛 道的战略定力与专业功力。 赛道选择：锚定国家战略规划方向，卡位"新范式"爆发拐点 硬科技投资的底层逻辑，在于穿透技术迭代的不确定性，精准捕捉产业爆发的关键拐点。而国家战略规 划，正是穿透这种不确定性的核心锚点。自2023年开始，三七互娱便紧扣国家战略部署，聚焦政策支持 力度大、潜在增速高、增长空间广的前沿领域，布局量子计算、脑机接口、生物制造等赛道，以资本赋 能新质生产 ...