一、监事会会议召开情况 江苏蓝丰生物化工股份有限公司（以下简称"公司"）第七届监事会第十九 次会议于 2025 年 7 月 28 日以通讯方式召开。本次会议通知已于 2025 年 7 月 25 日以微信、电子邮件的方式通知全体监事。本次会议由公司监事会主席韩宜辰先 生主持，应出席监事 3 人，实际出席监事 3 人。本次会议的召集、召开及表决程 序符合《公司法》和《公司章程》的规定，合法有效。 二、监事会会议审议情况 （一）审议通过《关于调整 2024 年限制性股票激励计划公司层面业绩考核 指标的议案》 证券代码：002513 证券简称：蓝丰生化 公告编号：2025-030 江苏蓝丰生物化工股份有限公司 本公司及监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。 经审核，监事会认为：公司对本激励计划中 2025 年和 2026 年公司层面业绩 考核指标的调整是基于公司目前行业发展状况和实际生产经营情况所做出的综 合考虑，目的是为更好地保障本激励计划的顺利实施，充分激发员工的内在动力 和潜能，符合《上市公司股权激励管理办法》等法律法规及本激励计划的相关规 定，调整程序合法、合规 ...

年7月28日召开，以8票赞同、0票反对、0票弃权，审议通过了《关于召开2025 年第一次临时股东会的议案》。 证券代码：002513 证券简称：蓝丰生化 公告编号：2025-033 江苏蓝丰生物化工股份有限公司 关于召开 2025 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、召开会议的基本情况 "公司"）2025年第一次临时股东会。 司股东会规则》和《公司章程》等有关规定。 （1）现场会议时间：2025年8月15日（周五）下午14:30。 （2）网络投票时间：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15日 ②通过深圳证券交易所互联网投票系统进行网络投票的时间为：2025年8月 开。公司将通过深圳证券交易所交易系统和互联网投票系统向公司股东提供网络 形式的投票平台，公司股东可以在上述网络投票时间内通过深圳证券交易所的交 易系统或互联网投票系统行使表决权。股东只能选择现场表决和网络投票中一种 表决方式。 （1）在股权登记日持有公司股份的普通股股东或其代理人。 于股权登记日20 ...

证券代码：600165 股票简称：ST 宁科 公告编号：临 2025-086 宁夏中科生物科技股份有限公司 关于公司及子公司完成法人变更并换领营业执照的公告 类 型：股份有限公司（上市、自然人投资或控股） 法定代表人：符杰 注册资本：陆亿捌仟肆佰捌拾捌万叁仟柒佰柒拾伍圆整 成立日期：1998 年 05 月 14 日 住 所：宁夏石嘴山市惠农区河滨街 经营范围：许可项目：肥料生产（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）一般项目：生物基材料技术研发；生物基材料制造；生物基 材料销售；生物有机肥料研发；肥料销售；生物基材料聚合技术研发；生物化工 产品技术研发；新材料技术研发；工程塑料及合成树脂制造；合成材料制造（不 含危险化学品）；工程塑料及合成树脂销售；合成材料销售；工程和技术研究和 试验发展；新材料技术推广服务；技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广；技术进出口；化工产品销售（不含许可类化工产品）（除 许可业务外，可自主依法经营法律法规非禁止或限制的项目） 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性 ...

Core Viewpoint - The article discusses the production and market potential of bio-based 1,4-butanediol (BDO), highlighting the shift towards sustainable chemical production methods in response to environmental concerns and regulatory pressures. Group 1: Bio-based BDO Production - Cargill and HELM AG's joint venture Qore has officially launched the production of bio-based BDO using locally grown dent corn, with a total investment of $300 million, aiming for an annual production capacity of 66,000 tons [3] - BDO is a crucial organic chemical and fine chemical raw material with extensive downstream applications across various industries, including textiles, pharmaceuticals, and biodegradable plastics [4] - The production of bio-based BDO is primarily achieved through fermentation processes, with Qore utilizing a proprietary one-step fermentation technology developed by Genomatica [8] Group 2: Industry Developments and Collaborations - LYCRA plans to use QIRA to enhance the sustainability of its fibers, potentially reducing its carbon footprint by up to 44% [5] - BASF has entered a long-term supply agreement with Qore to incorporate QIRA into its product portfolio, aiming for sustainable chemical production [5] - Several companies are investing in bio-based BDO production, including the Korean company Xinying Group, which plans to build a $1 billion facility in Vietnam, and Jinfa Technology, which has launched a 10,000-ton bio-based BDO project in Liaoning [9][10] Group 3: Market Trends and Future Outlook - The traditional BDO production methods face challenges due to high carbon emissions, necessitating the development of greener, low-carbon production processes [7] - Despite the current higher costs of bio-based BDO compared to petroleum-based BDO, its competitive advantage is expected to grow as oil prices remain high and production technologies improve [12] - The upcoming SynBioCon 2025 conference will focus on the development and industrial collaboration of key products that can replace petrochemical raw materials, indicating a strong industry shift towards sustainable practices [13]

Core Viewpoint - The article discusses the rapid development and potential of the biomanufacturing industry, highlighting its role in the Fourth Industrial Revolution and the significant growth opportunities it presents in various sectors, particularly in China [3][4]. Industry Overview - Biomanufacturing is defined as an advanced production method centered on industrial biotechnology, utilizing biological resources and processes to produce target products at scale [5]. - The global biomanufacturing industry is projected to reach approximately $12,190 billion in 2024, with a year-on-year growth of 7.4%, and is expected to exceed $20 trillion by 2030, with a compound annual growth rate (CAGR) of 8.4% [9]. Market Dynamics - In China, the biomanufacturing industry is anticipated to reach a scale of 1.01 trillion yuan in 2024, growing by 15.4%, and is expected to surpass 2.5 trillion yuan by 2030, with a CAGR of 16.8% [9][10]. - The top three segments in China's biomanufacturing industry in 2024 will be biopharmaceuticals, biological food, and bio-chemical products, with biopharmaceuticals remaining the largest segment [10]. Technological Advancements - The industry is experiencing a shift from traditional resource reliance to technology-driven approaches, with significant improvements in biomass resource utilization and equipment efficiency [8]. - Innovations in biopharmaceuticals, such as the development of bispecific antibodies and ADC drugs, have seen an annual growth of 65% in product pipelines [8][12]. Application and Impact - In the medical field, biomanufacturing technologies like 3D printing are enabling personalized implants, achieving gross margins of 75% [9]. - In agriculture, microbial fertilizers have improved corn yields by 12% while reducing chemical fertilizer usage by 30% [9]. Future Trends - The article outlines several key trends, including the restructuring of industrial ecosystems, regional layout changes, deepening technological revolutions, product innovation iterations, and capital factor restructuring [17][18][19]. - The integration of AI and biotechnology is expected to enhance production efficiency and product quality, with significant implications for the industry [18]. Strategic Recommendations - Companies are encouraged to build a three-dimensional competitive system focusing on technology research and development, scene innovation, and ecosystem construction [20]. - Local governments should create a supportive industrial service matrix to foster the growth of the biomanufacturing sector [20].

Group 1 - The article introduces the "Green Bio-Manufacturing" National Key Laboratory, established by Beijing University of Chemical Technology, Tsinghua University, and Dabeinong Group, focusing on producing liquid fuels and important chemicals from non-food biomass resources to support the reduction of fossil resources and CO2 emissions [1][3]. - The laboratory is led by Professor Tan Tianwei, an academician of the Chinese Academy of Engineering, who has a distinguished background in education and research, having trained over 100 graduate students [1][5]. - The research team includes a diverse group of experts, such as 1 academician, 6 distinguished young scholars, and 30 professors, with established verification bases and industrial connections [5]. Group 2 - The laboratory is recruiting several postdoctoral researchers to work on synthetic biology, enzyme catalysis, fermentation engineering, and chemical simulation, with responsibilities including laboratory management [6]. - Candidates should have a PhD in relevant fields, with a maximum of 3 years since obtaining their degree, and must demonstrate independent research capabilities and teamwork spirit [6][7]. - The compensation for postdoctoral positions follows the university's standards, with salaries ranging from 180,000 to 250,000 CNY per year, and additional benefits such as housing support for certain scholars [6]. Group 3 - The Syn BioCon 2025 conference will be held from August 20-22 in Ningbo, Zhejiang, focusing on opportunities in bio-manufacturing for the bio-chemical and new materials industries [9]. - The conference will cover five key areas: AI + bio-manufacturing, green chemistry and new materials, future food, future agriculture, and beauty raw materials, aiming to explore trends and innovations in the bio-manufacturing industry [9][12]. - Participants from various sectors, including industry leaders, experts, and government representatives, are invited to discuss the future of bio-manufacturing and promote the scaling and transfer of technological achievements [9].

Summary of Key Points Group 1: Guarantee Overview - The company has agreed to provide a joint liability guarantee for its subsidiary, Hebei Weiyuan Biochemical Co., Ltd., for a total amount not exceeding RMB 680 million for the year 2025 [1] - The guarantee is effective from the date of approval at the company's 2024 annual general meeting until the relevant guarantee amount proposal is reviewed at the 2025 annual general meeting [1] Group 2: Guarantee Progress - The company has provided a maximum guarantee for all main contracts signed between Weiyuan Biochemical and Bank of Communications Co., Ltd. Hebei Branch from June 17, 2025, to June 17, 2026, with a maximum debt amount of RMB 52 million [2] Group 3: Board of Directors' Opinion - The board believes that the guarantee for Weiyuan Biochemical is necessary for the subsidiary's daily operations and long-term development, aligning with the company's overall interests and not harming the interests of the company or minority shareholders [2] Group 4: Total External Guarantees - As of now, the total external guarantees provided by the company and its subsidiaries amount to RMB 1,126.115 million, which is 40.69% of the latest audited net assets attributable to the parent company's shareholders [2] - The guarantees provided by the company's subsidiaries to each other total RMB 50.8439 million, accounting for 1.92% of the latest audited net assets attributable to the parent company's shareholders [2] - There are no overdue guarantees, litigation-related guarantees, or losses incurred due to guarantees resulting in judgments against the company [2]

Group 1 - The core viewpoint of the articles emphasizes the importance of implementing the decisions made during the 11th Provincial Committee's 9th Plenary Session of the Communist Party of China in Henan, focusing on high-quality development and innovation-driven growth [1][2][3][4] - The "Two Highs and Four Focuses" strategy is highlighted as a guiding principle for economic development, aiming to strengthen industries such as green food, intelligent manufacturing, and emerging sectors like hydrogen energy [1][2][3][4] - Local leaders express commitment to enhancing production capacity, optimizing the business environment, and ensuring food security through high-standard farmland construction [2][3] Group 2 - The articles discuss various local initiatives aimed at fostering economic growth, such as the development of new quality productivity and the integration of technology in traditional industries [1][2][3] - There is a strong emphasis on the role of party leadership in grassroots governance and community engagement, with examples of successful community service brands and smart governance platforms [4] - Educational institutions are also mentioned as key players in supporting local development by enhancing talent cultivation and research capabilities, aligning with the overall modernization goals [4]

Core Viewpoint - The collaboration between Bio Island Laboratory and Wanhua Chemical aims to innovate in the field of bio-based materials, positioning both entities as leaders in the industry [1][2]. Group 1: Collaboration and Innovation - Bio Island Laboratory and Wanhua Chemical signed an agreement to establish the "Bio Island Laboratory-Wanhua Chemical Bio-Chemical Research and Manufacturing Innovation Consortium" [1]. - The partnership focuses on continuous innovation in bio-based materials and aims to lead the direction of industry development [1][2]. - The collaboration is part of a broader initiative to create a "government-industry-university-research-finance-application" ecosystem to accelerate the transformation of scientific achievements into productive forces [2]. Group 2: Industry Insights - The bio-manufacturing industry is projected to reach a value of approximately $30 trillion, making it a strategic area of competition among countries [2]. - Guangzhou's government is committed to supporting the transformation of scientific achievements and fostering innovation in the bio-economy, aiming to secure a strategic position in the future of this sector [2]. Group 3: Related Developments - The National Development and Reform Commission has included multiple projects related to bio-based materials and biofuels [5]. - Companies like Lianlong are leveraging synthetic biology to develop high-performance materials, indicating a trend towards innovation in polymer materials [5]. - A startup in synthetic biology has raised $6.7 million in seed funding to advance applications in protein fibers, showcasing the growing interest and investment in this field [5].