"今天，微元合成阿洛酮糖（无花果糖）正式获得国家卫生健康委员会新食品原料公告行政许可，成为 全国首家获得批准上市的阿洛酮糖生产企业，也是唯一一家通过生物发酵工艺获批的企业。此次批准的 AS10菌株直接发酵法生产阿洛酮糖技术，是国内首个采用合成生物技术生产的新食品原料获批的案 例。"7月2日上午，在微元合成创始人、CEO刘波的微信朋友圈，记者看到这条令人振奋的消息。此次 国家卫生健康委员会批准使用的生产工艺绑定了申报企业的专利技术，这意味着，未获得国家行政许可 的企业将无法申请食品生产许可证，其阿洛酮糖产品也无法在国内合法上市销售。 6月19日，在"活力中国调研行"采访团来到微元合成生物技术（北京）有限公司时，微元合成阿洛酮糖 还在审批中。 据介绍，目前中国拥有全球最大的生物制造产能，约3000万吨产能中有近一半产能是淀粉糖产业。然 而，其中约有500万吨是果葡糖浆，如此大量的果葡糖浆消费补充了部分国内食糖需求缺口，但同时 也"催肥"了国民的身体。此外，由于生产过程消耗了大量的玉米、电和蒸汽，企业之间的竞争聚焦到了 原料和能源等生产要素，因此果葡糖浆产业常年处于微利或亏损状态，造成大量产能闲置，2024年中国 ...

Company Overview - Jiangsu Ruipai Life Science Technology Co., Ltd. (Ruipai Bio) has developed the PrimCell autologous cell collector, which has received medical device registration approval, making it the first autologous skin cell instant collection product approved for clinical use in China [1] - Established in 2021, Ruipai Bio focuses on skin regeneration technology and related clinical product research and industrialization [1] Product Innovation - The PrimCell autologous cell collector is an innovative artificial skin treatment system designed for skin injury repair management, applicable for burn wounds, vitiligo, superficial scars, and chronic wounds [1] - The product utilizes a proprietary two-step method to quickly isolate skin cells from healthy tissue, allowing immediate application of the harvested autologous skin cells to the wound, effectively using the patient's own wound as an incubator for skin regeneration [1] Market Context - The development of engineered skin represents a significant milestone in wound repair over the past 30 years, moving beyond traditional skin grafting methods and offering new hope for patients [1] - Despite advancements in engineered skin, the complexity and high costs of in vitro skin tissue construction have limited the clinical application and promotion of classic artificial skin products [1] Supporting Technology - Ruipai Bio has also developed a real-time cell detection and analysis system, a fully automated high-throughput counting machine that analyzes epidermal cell concentration, viability, diameter, and aggregation rate during surgery [2] - This system ensures the stable acquisition of viable skin cells with over 90% viability, supporting the treatment efficacy of the PrimCell technology [2] Industry Development - The biotechnology and new medical device cluster in Changzhou has been rapidly developing, with nearly 590 companies projected in 2024 and a production value exceeding 50 billion yuan [2] - The Changzhou Life and Health Industry Park is a key development hub for this cluster, ranking 21st in the national biopharmaceutical industrial park comprehensive competitiveness ranking [2]

Global Market Overview - The Federal Reserve's monetary policy adjustments have been a core variable affecting global markets, with a pause in tightening announced in Q1 2025 after three rate hikes in 2024, leading to significant capital flow restructuring [3] - Emerging markets attracted over $80 billion in foreign capital inflows in the first four months of the year, a 65% increase compared to the same period last year, with Southeast Asian and Latin American markets being the focal points [3] - In contrast, developed economies in Europe and the US are still in an adjustment phase, with the Eurozone facing energy price volatility and weak manufacturing recovery, resulting in a 3.2% decline in the Euro against the Dollar [3] China Economic Performance - China's economy demonstrated strong resilience with a Q1 GDP growth of 5.2%, driven by high-end manufacturing and the digital economy [4] - The production of new energy vehicles increased by 35%, industrial robots by 28%, and the core AI industry scale surpassed 5 trillion yuan, indicating a shift towards an innovation-driven model [4] - The A-share market exhibited structural characteristics, with the Sci-Tech Innovation Board rising by 12.6% this year, outperforming the broader market, particularly in strategic emerging industries like semiconductors and biomedicine [4] Investment Strategies - Investors are encouraged to establish a diversified asset allocation framework in response to the complex market environment [5] - The commodity market is undergoing structural changes, with rising demand for lithium and cobalt due to the increasing share of renewable energy, and global battery demand expected to exceed 2 TWh in 2025 [5] - Green bonds are emerging as a growth point, with global issuance expected to surpass $500 billion this year, and China accounting for 25% of this market [5] - Three main investment themes are suggested: globally competitive high-end manufacturing firms, service companies benefiting from consumption upgrades, and tech companies positioned to capitalize on the digital economy [5] Conclusion on Global Financial Landscape - The global financial landscape is undergoing profound changes, presenting both challenges and opportunities for investors [6] - A scientific investment framework and a long-term perspective are essential for navigating the complexities of the financial waves in this uncertain era [6]

"我们不再依赖间接证据，而是真正直接'看见'了全身神经网络如何精密连接，信号传导的'生命物联网'如何布局。"毕国强教授 表示。这项突破性技术有望解答神经生物学、发育生物学、解剖学及生物医学等领域众多悬而未决的根本问题，并应用于生物 医学研究及疾病机制解析，为未来精准神经调控疗法的开发奠定坚实的结构基础。例如，通过全面且精准定位神经退行性疾病 （如阿尔茨海默症）的早期结构变异来明确疾病的致病机理；以可视化方式评估药物（包括基因编辑疗法）对全身组织和器官 的靶向效果，加速药物研发进程。 据介绍，该团队将持续公开研究成果图像数据集，实现资源全球共享，以推动生物医药交叉合作。 记者从中国科学技术大学获悉，该校毕国强教授、刘北明教授联合合肥综合性国家科学中心人工智能研究院和中国科学院深圳 先进技术研究院团队，突破性研发出全球最快的小动物全身亚细胞分辨率三维成像技术，首次实现小鼠全身神经网络精细三维 图谱高清绘制。相关成果于北京时间7月10日发表于国际学术期刊《细胞》（Cell），为解析周围神经调控网络及疾病机理研究 提供了全新工具。 在生物体内，一张由亿万周围神经纤维编织成的精密"生命物联网"无处不在，承载着大脑与全身 ...

Core Viewpoint - The bio-based industry is rapidly developing under the dual drive of policy and demand, aiming for a collaborative upgrade towards non-grain raw materials, large-scale production, and diversified application scenarios [1] Group 1: Industry Development - Bio-based products are expected to continuously replace fossil raw materials due to their renewable nature, lower carbon emissions during production, and energy savings [2] - BASF views bio-based materials as a crucial part of its carbon management strategy, with sustainable sales accounting for 41% in 2023 and a target of over 50% by 2030 [2] - The Chinese government emphasizes the development of the bio-based industry as a strategic emerging industry and a key support for achieving carbon neutrality goals [2] Group 2: Challenges and Recommendations - The bio-based industry in China faces challenges in raw material costs, key technology, and application development, making it difficult to disrupt the dominance of petroleum-based products in the short term [3] - Experts recommend accelerating the transition from grain to non-grain raw materials, improving key technologies to enhance product performance, and expanding market application scenarios [3] Group 3: Future Directions of Bio-Manufacturing - Future bio-manufacturing will focus on six areas: biofuels, bio-based chemicals, bio-based materials, biopharmaceuticals, food industry products, and enzyme preparations [4][5] - Biofuels, such as bio-aviation fuel and biogas, are expected to gradually replace petroleum due to their low carbon and cost-effective characteristics [4] - The production of bio-based chemicals like succinic acid and pentamethylenediamine shows significant energy and greenhouse gas emission reductions compared to petrochemical routes [4]

Group 1: Market Performance - The biopharmaceutical, innovative drug, and pharmaceutical outsourcing sectors are experiencing strong performance, with WuXi AppTec rising over 9% and WuXi Biologics also increasing by over 9%, contributing to a 1.5% rise in the Hang Seng Biotechnology Index [1] - The Hang Seng Medical ETF (513060) opened high and fluctuated throughout the morning, nearing a 1% increase with a trading volume of nearly 1 billion yuan, indicating active trading [1] Group 2: Policy and Industry Growth - In the first half of 2025, China's innovative medical device sector achieved a milestone with 45 innovative medical devices approved for market, a year-on-year increase of 87%, marking the highest growth rate in history [2] - The approval of innovative drugs also saw a significant increase, with 43 new drugs approved, reflecting a 59% year-on-year growth, driven by ten regulatory optimization measures from the National Medical Products Administration [2] Group 3: Domestic Innovations - The approved innovative medical devices exhibit characteristics of high-end, precision, and platform-based technologies, achieving significant breakthroughs in three areas: precision intervention, structural heart disease, and energy ablation [3] - The domestic IVUS catheter has broken the monopoly of international giants, receiving EU certification and entering the European market, showcasing China's capability in high-end interventional devices [3] - The domestic transcatheter tricuspid valve repair system is the first of its kind approved in China, addressing a significant clinical need for over 1 million patients with severe tricuspid regurgitation [3] Group 4: Robotics and AI Integration - The integration of medical robotics and artificial intelligence is transforming clinical operations, with domestic surgical robots successfully performing complex minimally invasive surgeries [4] - A new business model combining "robot leasing + industry platform" is emerging to lower the cost barriers for hospitals, facilitating the adoption of advanced robotic technologies [4] Group 5: Future Outlook - The combination of AI models and robotic technology is expected to reshape the entire chain from auxiliary diagnosis to surgical execution, with regulatory bodies accelerating clinical transitions [5] - The Hang Seng Medical ETF (513060) is positioned to benefit from the robust growth of the medical device industry, supported by favorable policies and increasing demand due to an aging population [6][7]

2018年，诺贝尔物理学奖授予了激光物理学领域的三位科学家。其中，时年96岁的阿瑟·阿什金 (Arthur Ashkin)凭借"光学镊子及其在生物系统中的应用"荣 膺该奖，成为史上最年长的诺贝尔物理学奖得主。 "光学镊子"（Optical Tweezers，OT）简称光镊，顾名思义就是用光做成的镊子。光是它的材质，镊是它的作用。虽然光镊的名字里带"镊"，但与传统镊 子需通过物理接触夹持物体不同，光镊是一种非机械接触式操控技术。其通过高度聚焦的激光束产生的力，像无形的镊子一样，精准操控细胞、病毒、 DNA等微小物体。 光镊的操控原理在于激光束产生的梯度力和散射力。梯度力如同磁铁吸引铁屑，将微小物体拉向光束中光强最强的中心区域；而散射力则像水流推动浮 萍，将物体沿着光束传播方向轻微推移。正是这两种力的精妙配合，使得光镊能够隔空"抓取"并移动目标对象。 光镊的突破启发了更多创新。2005年，美国加州伯克利大学吴明教授团队受光镊启发，将光控电场引入微粒操控领域发明了光电镊技术（OET），并于 2011年创立Berkeley Lights公司开始光电镊技术的产业化，2020年7月在美国纳斯达克上市，后被仪器巨头布鲁克（ ...

截至2025年7月11日 09:35，中证港股通医疗主题指数(932069)强势上涨2.49%，成分股凯莱英(06821)上涨10.86%，药明康德(02359)上涨9.34%，昭 衍新药(06127)上涨8.55%，药明合联(02268)，康龙化成(03759)等个股跟涨。港股医疗ETF(159366)上涨2.28%。 数据显示，截至2025年6月30日，中证港股通医疗主题指数(932069)前十大权重股分别为药明生物(02269)、京东健康(06618)、阿里健康(00241)、药 明康德(02359)、国药控股(01099)、金斯瑞生物科技(01548)、威高股份(01066)、微创医疗(00853)、平安好医生(01833)、中国生物制药(01177)，前 十大权重股合计占比57.7%。 | Wind香港概念板块指数 | | | | | | --- | --- | --- | --- | --- | | 彩票 | CRO | 中资券商 | 铁矿石 | 创新药 | | 15.04% | 3.29% | 3.17% | 2.51% | 2.09% | | 家电 | 钢铁 | 集成电路产业 | 酮或要能 | ...

融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为3.14%，融资余额占比 最高的是盛和资源，该股最新融资余额14.43亿元，占流通市值的比例为6.00%，融资余额占比较高的还 有浪潮信息、太辰光、中际旭创，占比分别为5.47%、4.49%、4.31%。（数据宝） 证券时报·数据宝统计显示，具体到个股，7月10日共有1956只股获融资净买入，净买入金额在千万元以 上的有468只，其中17只融资净买入额超亿元。中油资本融资净买入额居首，当日净买入2.77亿元，其 次是中际旭创、阳光电源，融资净买入金额分别为2.36亿元、2.27亿元，融资净买入金额居前的还有新 易盛、大智慧、立讯精密等。 | | 牧原股 | | | | 农林牧 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | 渔 | | 000987 | 越秀资 | 4.44 10722.29 | 67604.12 | 1.69 | 非银金 | | | 本 | | | | 融 | | 601916 | 浙商银 行 | 0.26 10544.68 | 143875.66 | 1.76 ...

恒生指数盘初涨幅扩大至1%，恒生科技指数现涨1.06%；生物医药、创新药、医药外包等大医药概念走 强；芯片股连日上涨，中资券商股延续涨势；国泰君安国际(01788.HK)涨超7%，凯莱英(06821.HK)涨 超16%，昨日人气个股普星能量(00090.HK)涨超22%。 ...