《科创板日报》23日讯，今日下午，"2025国际合成生物学产业发展论坛"在上海张江科学会堂举办。市 政府副秘书长夏科家出席并致辞。市科委主任骆大进，张江科学城建设管理办公室主任肖健，上海合成 生物学创新中心理事长金勤献等出席。夏科家表示，上海正抢抓战略机遇、加快布局合成生物学等前沿 科技与未来产业新赛道。面向未来，上海将全力支持合成生物学高质量发展，在政策支持、资金保障、 产品推广、人才引育、开放合作等方面不断强化服务保障，让更多创新成果在上海落地生根、开花结 果。 2025国际合成生物学产业发展论坛在沪举办 ...

Industry Overview - Synthetic biology has gained significant attention from both the scientific and investment communities, with increasing research and application prospects across various fields [1][2] - The global synthetic biology market was approximately $12.2 billion in 2022, showing a year-on-year growth of 28.42%, and is projected to reach $15.1 billion in 2023 and $19 billion in 2024, with a forecast of $24.3 billion by 2025 [1] - Major countries, including the US, UK, EU, and China, are intensifying their strategic investments and policy support in synthetic biology, positioning it as a strategic high ground in future global competition [1][3] Company Developments - Haizheng Pharmaceutical has established a joint venture, Lian Sheng Synthetic, with a registered capital of 350 million yuan, aiming to enter the synthetic biology sector [2] - Shenghe Biotechnology has launched China's first production line for natural product biosynthesis, which will serve various industries including cosmetics and pharmaceuticals [2] - Lian Sheng Synthetic is set to invest 170 million yuan in a flexible production line for synthetic biology, with its first product expected to be launched in August [5] Market Dynamics - The economic value of synthetic biology and bio-manufacturing is projected to reach $100 billion by 2025, with an expectation that 60% of material production will be achieved through bio-manufacturing methods [5] - The industry is characterized by a competitive landscape where companies are striving to convert midstream technologies into marketable products, emphasizing the importance of industrialization capabilities [5][9] Challenges and Opportunities - The transition from laboratory to commercial application in synthetic biology faces multiple challenges, including technical feasibility, engineering conversion, and market adaptability [7][8] - The industry is experiencing a "valley of death" in industrialization, where many promising technologies fail to scale up due to the lack of pilot testing [8] - Despite the challenges, the integration of AI and machine learning is expected to enhance research capabilities and support the development of synthetic biology [6] Strategic Insights - The current landscape indicates a need for innovation to avoid price competition and to develop high-value products that can lead the market [9] - The establishment of supportive policies at the provincial and national levels in China is anticipated to further guide and promote the healthy development of the synthetic biology industry [6]

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1]. Core Insights - The new materials sector is positioned as a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials leads to one generation of industries," highlighting the foundational role of the new materials industry in supporting other sectors [4][14]. Summary by Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials. Recent developments include Meta Platforms planning to launch a next-generation AI ASIC chip by Q4 2025, and Huawei applying for a quad-chiplet packaging design patent for its next AI chip [5][21][22]. 2. Aerospace Sector - Key areas of interest include PI films, precision ceramics, and carbon fibers. The report notes the participation of China's new generation stealth fighters at the Paris Air Show, showcasing advancements in military aviation technology [7][8]. 3. New Energy Sector - Emphasis on photovoltaic materials, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials. The report anticipates a significant breakthrough in China's new energy revolution by 2030, driven by hydrogen energy development [9][10]. 4. Biotechnology Sector - Focus on synthetic biology and scientific services. The establishment of a new synthetic biology company by Haizheng Pharmaceutical marks a strategic move into the high-end synthetic biology industry [11][12]. 5. Energy Conservation and Environmental Protection Sector - Attention on adsorbent resins, membrane materials, and biodegradable plastics. The report highlights the development of hazardous waste disposal facilities in Zhejiang Province, indicating a comprehensive approach to waste management [13][14]. 6. Industry Rating and Investment Strategy - The new materials sector is expected to benefit from downstream application sectors, entering a favorable economic cycle. The report maintains a "Recommended" rating for the new materials industry [14].

Core Viewpoint - Zhiyan Zhaowu (Shaoxing) Biotechnology Co., Ltd. is a high-tech enterprise driven by artificial intelligence and synthetic biology innovation, focusing on the integration of AI technology with biological manufacturing to advance biotechnological progress and commercialization [1][3]. Company Overview - Founded in 2020 in Silicon Valley, Cardinal Biocraft has developed an AI-driven synthetic biology platform, investing over 50 million yuan and establishing a leading research and development platform for synthetic biological strains [1]. - The company has established three major R&D centers in California, Hefei, and Hangzhou, and aims to create a comprehensive R&D, production, and operation center in Shaoxing by 2024 [1]. Core Advantages - The company utilizes AI algorithms to accelerate gene design, metabolic pathway optimization, and strain modification, overcoming traditional R&D efficiency bottlenecks and enabling rapid conversion from laboratory to industrial production [3]. - It focuses on large-scale biological manufacturing needs, developing low-cost and high-stability biological synthesis solutions to empower green biological manufacturing [3]. Talent Acquisition - The company is seeking talented individuals in the fields of synthetic biology and industrial biotechnology, including positions for assistant researchers, fermentation engineers, and research assistants [4][7][12]. - Candidates are expected to have strong professional knowledge and experience in areas such as enzyme and metabolic pathway optimization, high-throughput strain screening, and fermentation process scaling [9][11][13]. Upcoming Events - The Fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on AI and biological manufacturing, and exploring trends in the bio-manufacturing industry [14][15].

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Investment Rating - The industry investment rating is "Overweight" [1] Core Views - The report highlights the ongoing active research in life sciences and the global wave of biotechnology revolution, which is accelerating integration into economic and social development. This provides new solutions for major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for the Development of the Bioeconomy," indicating a trillion-yuan market potential in the bioeconomy sector [3][4]. Summary by Sections 1.1 Secondary Market Performance - The synthetic biology sector saw a significant increase of 9.36% in the week from June 9 to June 13, 2025, outperforming the Shanghai Composite Index by 9.61 percentage points [17][20]. 1.2 Company Business Progress - Domestic companies are making strides in synthetic biology, such as Hongmo Bio partnering with Yizhi Weisi to establish an AI-driven bio-manufacturing center, and Yike Bio launching a PHA bioplastic production base in Suzhou [26][27]. 1.3 Industry Financing Tracking - Financing activities in the synthetic biology sector are accelerating, with nearly a hundred companies completing new financing rounds since the beginning of 2025. Notable examples include Jingjiahang's angel round financing and Mosanna Therapeutics' $80 million Series A financing [33][34]. 1.4 Company R&D Directions - Companies are focusing on innovative technologies, such as the development of non-grain bio-based insulation materials by Nanjing Forestry University and the strategic collaboration between AstraZeneca and Stone Pharmaceutical for drug discovery [9][29]. 1.5 Industry Research Dynamics - The report notes the establishment of key technology R&D projects in Shanghai for synthetic biology, covering various innovative areas such as AI cell design and 3D printing of tissues [8].

Investment Rating - Industry investment rating: Overweight [1] Core Views - The chemical sector's overall performance ranked 14th this week, with a slight decline of -0.01%, outperforming the Shanghai Composite Index by 0.24 percentage points and underperforming the ChiNext Index by 0.21 percentage points [3][22]. - The chemical industry is expected to continue its trend of divergence in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4]. Summary by Sections 1. Industry Review - The chemical sector's performance for the week of June 9-13, 2025, showed a slight decline of -0.01%, ranking 14th among sectors [3][22]. - The top three performing sectors were non-ferrous metals (+3.79%), oil and petrochemicals (+3.5%), and agriculture (+1.62%) [22]. 2. Key Industry Dynamics - Synthetic biology is at a pivotal moment, with low-energy products expected to gain a longer growth window due to the shift in energy structure [4]. - The upcoming quota policy for refrigerants is anticipated to lead to a high-growth cycle for third-generation refrigerants, with demand expected to grow steadily due to market expansion [5]. - The electronic specialty gases market is characterized by high technical barriers and value, presenting significant domestic substitution opportunities [6][8]. - The trend towards light hydrocarbon chemicals is becoming global, with a shift from heavy naphtha to lighter raw materials like ethane and propane [8]. - The COC polymer industry is accelerating its domestic industrialization process, driven by supply chain security concerns and the shift of downstream industries to China [9]. - Potash fertilizer prices are expected to rebound as major producers reduce output, leading to a supply-demand imbalance [10]. - The MDI market is characterized by oligopoly, with a favorable supply structure expected as demand gradually recovers [12]. 3. Company Performance - The top three performing chemical stocks this week were Jinjis Co. (+53.3%), Suzhou Longjie (+18.5%), and Akali (+16.7%) [28]. - The companies to watch in the synthetic biology sector include Kasei Bio and Huaheng Bio [4]. - Key players in the refrigerant market include Juhua Co., Sanmei Co., and Haohua Technology [5]. - In the electronic specialty gases sector, companies like Jinhong Gas, Huate Gas, and China Shipbuilding Gas are recommended [6][8]. - For light hydrocarbon chemicals, Satellite Chemical is highlighted as a key player [8]. - In the COC polymer space, Akali is noted for its potential breakthroughs [9]. - In the potash fertilizer sector, companies such as Yaji International and Salt Lake Co. are recommended [10]. - For MDI, Wanhua Chemical is a key focus due to its significant market share [12].

Core Insights - The Ministry of Industry and Information Technology and the National Development and Reform Commission have initiated a program to cultivate over 20 pilot platforms for biomanufacturing by 2027, aiming to facilitate industrial scale-up [1] - Significant technological breakthroughs and industrial layouts are emerging in the biomanufacturing sector, with advancements in areas such as polysulfone plastic recycling and wool sterol synthesis [1] - The synergy between policy support and industrial development is accelerating the transition of biomanufacturing from laboratory research to large-scale industrialization, showcasing a vibrant development chain of "technological breakthroughs - policy support - capital influx" [1] Industry Developments - Synthetic biology is reshaping production models in biomanufacturing, enabling tasks that traditional biotechnologies cannot achieve, while also providing more efficient and environmentally friendly biosynthesis solutions [1] - Companies like Huaxi Biological and Yikole are extending their capabilities in synthetic biology, with Huaxi focusing on the supply chain of hyaluronic acid and Yikole leveraging CRISPR-Cas9 technology for precise gene editing [2][3] - The integration of synthetic biology with traditional industries is seen as a means to enhance productivity and create new growth opportunities, rather than a conflict [4] Technological Innovations - Companies are developing comprehensive systems in synthetic biology, focusing on tool, platform, and product integration, with significant advancements in production efficiency [3] - AI is playing a crucial role in enhancing research efficiency in synthetic biology, with companies establishing AI teams to optimize data collection and algorithm development [7] - The use of AI in the design and testing phases of synthetic biology is expected to significantly reduce research timelines and costs, improving overall productivity [7] Market Trends - The biomanufacturing industry is experiencing a wave of policy support, with various local governments implementing initiatives to promote the industrialization of synthetic biology [8] - The market for biomanufacturing in China is projected to approach 1.8 trillion yuan by 2030, indicating substantial growth potential [8] - Recent financing trends show an acceleration in investments in domestic synthetic biology companies, with nearly a hundred firms securing new funding at the beginning of 2025 [8] Future Outlook - The synthetic biology sector is anticipated to undergo rapid technological iterations and deeper application expansions in the next 3-5 years, driven by AI advancements [9] - Companies are encouraged to focus on quality improvement and original design rather than mere scale expansion, to avoid resource wastage and industry chaos [9] - The industry is expected to face dual challenges in technology transfer and industrialization, particularly in constructing microbial cell factories and overcoming engineering challenges in fermentation and purification [10]

#全球政策进展 | 上海市 关于上海市2025年度关键技术研发计划"合成生物学"项目拟立项项目的公示 根据市科技计划项目管理办法有关规定，现将上海市2025年度关键技术研发计划"合成生物学"项目拟 立项项目予以公示。 | 图源：上海市科学技术委员会 | | --- | 公示链接：http://svc.stcsm.sh.gov.cn/public/guide 公示期：2025年6月12日至2025年6月18日 对公示内容持有异议的，请于公示期内以书面形式向我委反映。按照市科研失信行为调查处理办法有关 规定，个人提出异议的，请在异议材料上注明姓名和联系电话；单位提出异议的，请在异议材料上加盖 单位公章，并注明联系人和联系电话。我委对异议者的信息予以保密。为保证异议处理客观、公正、公 平，保护被公示者的合法权益，我委对匿名且无明确证据和可查线索的异议，不予受理。 材料寄送至：市科委科技人才处（上海市人民大道200号，邮编200003）。 投诉举报电话：60286858 业务咨询电话：8008205114（座机）、4008205114（手机） 上海市科学技术委员会 2025年6月12日 上海市2025年度关键技术研发 ...

# SynBio团队 | 中科院苏州医工所马富强 在人工生命体精准编程的"黄金时代"，合成生物学作为融合工程学、计算机科学与分子生物学的交叉学科， 正通过"设计-构建-测试"的循环模式重塑生物制造范式。这一领域不仅被列为全球科技竞争的战略高地，更在 医药研发、碳中和、农业升级等关乎国计民生的赛道上展现出颠覆性潜力。 其核心突破点聚焦 三大支柱 ： 三大支柱技术如同精密咬合的齿轮，共同决定了细胞合成工厂的效率 。 【SynBioCon】 获 悉，近日， 苏州医工所马富强研究团队 围绕上述合成生物学三大支柱技术开展了系统工 作： 图2. 利用深度学习辅助生成新型启动子的两种方法 ： 左 图 ， 通过对现有启动子引入突变或随机生成新序列 来创建新的序列。这些新生成的序列通过启动子识别模型进行筛选，以验证其功能 ；右 图 ， 使用扩散模型 或生成对抗网络（GANs）来生成新的启动子。扩散模型通过添加高斯噪声逐步生成启动子序列。GANs 由生 成器和判别器组成，生成器负责生成假样本，而判别器用于区分真实样本和生成的假样本。通过训练过程不 断优化生成器的性能，使其能够生成更逼真的启动子序列。 工作1 ： 新型酶资源 的 ...