2025.05. 19 本文字数：2378，阅读时长大约4分钟 作者 | 第一财经 祝嫣然 2025年是国有企业改革深化提升行动的收官之年，也是新一轮改革的谋划之年。 国务院国资委全面深化改革领导小组日前召开2025年第一次全体会议，听取高质量完成国有企业改 革深化提升行动重点难点任务落实情况，研究进一步深化国资国企改革的方案。 会议明确，要高起点谋划好下一步深化国资国企改革工作，突出解决制约国有企业高质量发展的深层 次体制机制难题，构建与新质生产力更相适应的生产关系，推动国有资本和国有企业做强做优做大， 增强核心功能、提升核心竞争力，更好履行战略使命。 更大力度推进产业焕新 2023年启动实施的国企改革深化提升行动取得积极进展。会议指出，功能使命类任务加快落地，关 键核心技术攻关实现新突破，产业焕新行动、未来产业启航行动深入实施，传统产业转型升级持续加 速，重点领域重组整合扎实推进，"三个作用"充分发挥。 此外，体制机制类任务巩固深化，中国特色现代企业制度进一步完善，三项制度改革深入推进，"一 业一策、一企一策"考核全面实施，穿透式监管进一步强化，监管效能明显提高，有效激发企业内生 活力动力。 去年中央企业 ...

Core Viewpoint - The biomanufacturing industry is emerging as a new engine for economic growth, with a significant focus on the new protein sector as a key area for development [1][2]. Group 1: New Protein Manufacturing Center - The National Investment Group and Wuxi City have established the National Investment New Protein Biomanufacturing Innovation Center to address bottlenecks in new protein research and industrialization [2][4]. - The center aims to accelerate the development and cost optimization of various new protein products, covering fields such as food, nutrition, healthcare, and materials [2][4]. Group 2: Challenges and Opportunities - New protein is defined as edible protein not reliant on traditional livestock or fishery methods, utilizing innovative technologies like microbial fermentation and synthetic biology [4]. - China faces a significant protein gap, with 2024 grain imports projected to exceed 158 million tons, including 105 million tons of soybeans, which are primarily used for animal feed [5]. - The shortage of edible protein has become a safety issue, prompting the government to promote comprehensive food resource development [5]. Group 3: Investment and Development Strategy - Since 2020, the new protein industry in China has shown strong growth, although the capital market's downturn in 2023 has posed challenges [5][6]. - The National Investment Group has established the National Investment Biomanufacturing Innovation Research Institute with a registered capital of 6 billion yuan, marking a significant step in supporting the biomanufacturing industry [5][6]. - The group aims to achieve a total output value of 60 billion yuan in the biomanufacturing sector by the end of the 14th Five-Year Plan [6]. Group 4: Financial Support and Collaboration - The National Investment Group manages funds exceeding 270 billion yuan, having invested over 4 billion yuan in 25 biomanufacturing companies [6][7]. - The group has partnered with various local governments to establish industry guidance funds, including a 2 billion yuan biomanufacturing venture capital fund in Tianjin [6][7]. - Future plans include collaborating with private capital to explore differentiated management of mixed-ownership enterprises, enhancing the vitality and competitiveness of the industry [7].

Group 1 - The core viewpoint emphasizes the need for central enterprises to accelerate the development of new productive forces and cultivate strategic emerging industries with core competitiveness [1][2] - The 2025 deadline marks the conclusion of the current round of state-owned enterprise reform, focusing on deepening reforms and addressing systemic issues that hinder high-quality development [1][2] - The State-owned Assets Supervision and Administration Commission (SASAC) has initiated actions to enhance the quality of state-owned enterprises, including the "Industry Renewal Action" and "Future Industry Launch Action" [2][4] Group 2 - In 2022, central enterprises invested 2.7 trillion yuan in strategic emerging industries, a year-on-year increase of 21.8%, with the proportion of total investment exceeding 40% for the first time [4] - The SASAC aims to strengthen the organization and ensure high-quality completion of the reform actions, focusing on resource allocation to strategic emerging industries [2][4] - The SASAC is also enhancing regulatory efficiency through a smart, penetrating regulatory system to monitor financial resources and improve operational efficiency [6][7] Group 3 - The focus on new technologies and industries, such as artificial intelligence and quantum information, is accelerating, with significant advancements like the launch of a distributed cryptographic system by China Telecom [5] - The SASAC is promoting a modern enterprise system and deepening reforms to enhance the competitiveness of state-owned enterprises in strategic emerging industries [2][3]

Core Insights - The National Investment Group (国投) is establishing a dedicated CVC fund for the biomanufacturing industry, focusing on early-stage, small investments in hard technology to support strategic emerging industries and core technology breakthroughs [1][3] - The biomanufacturing industry is recognized as a new engine for economic growth, with the establishment of the National Investment Group's new protein biomanufacturing innovation center aimed at addressing bottlenecks in new protein research and industrialization [1][2] Group 1: Industry Development - The new protein, which does not rely on traditional livestock or fishery methods, is synthesized using innovative technologies like microbial fermentation, addressing the significant protein gap in China, where over 66% of grain imports are soybeans [2] - The shortage of edible protein has become a safety issue, prompting the government to promote a comprehensive approach to food resource development [2] Group 2: Investment and Funding - The National Investment Group has invested in 25 biomanufacturing companies, totaling over 4 billion yuan, and has established various government-guided funds to support the industry [4] - The National Investment Group's funds exceed 270 billion yuan, with investments in 424 specialized enterprises, supporting 120 companies to go public, which constitutes 10% of the total on the Science and Technology Innovation Board [3][4] Group 3: Strategic Initiatives - The establishment of the National Investment Group's Biomanufacturing Innovation Research Institute, with a registered capital of 6 billion yuan, marks a strategic initiative to cultivate the biomanufacturing industry [3] - The National Investment Group aims to achieve a total output value of 60 billion yuan in the biomanufacturing sector by the end of the 14th Five-Year Plan, focusing on various sub-sectors such as industrial strains and food additives [3]

作为新质生产力的代表，合成生物学、生物制造以及生物产业，近些年，受到来自政产学研用金 各方广泛关注和重点支持，多地政府将合成生物制造产业写进工作报告。 科学家、企业家和投 资家，在产业发展中发挥着重要作用。 融行业智慧、共襄盛举 聚产业力量、擘画未来 SynBio China第三届中国合成生物学"科学家+企业家+投资家"博览会 将于2025年8月1-2日在 苏州国际博览中心B馆 举办（同期举办 第七届CMC-China博览会 ）！ 本次博览会共包含7个子会议： 第三届中国合成生物学"科学家+企业家+投资家"大会 SynBio China合成生物学与食品大健康产业大会 中国蛋白生物制造大会 美之原·合成生物学功能护肤大会 美之注·注射医疗美容产业大会 SynBio China合成生物学产学研对接会 SynBio China合成生物学新锐项目路演 诚邀莅临，共襄盛举 展会名称： Synbio China 第三届中国合成生物学"科学家+企业家+投资家"博览会 展会 时间： 2025年8月1-2日 展会 地点： 苏州国际博览中心·B馆 展会 规模： 20000+ 主办单位： synbio深波 支持单位： Synbio ...

Group 1 - Jinan's investment attraction is crucial for building a modern industrial system and promoting high-quality development, with this year designated as the "Project Enhancement Year" [1] - The city has adopted a "top-level" and "chain-based" investment strategy, focusing on major industries and aligning with Shandong's 66 key industrial chains [2][3] - In the first quarter, Jinan attracted 655 projects with over 100 million yuan in investment, accounting for 47.78% of total projects [3] Group 2 - Jinan's investment promotion efforts involve collaboration among 13 industry departments, emphasizing practical engagement with enterprises [4] - The city has successfully facilitated the establishment of a biomanufacturing cluster through proactive outreach and collaboration with companies like Guotou Group [4] - Challenges in project implementation are addressed swiftly, as demonstrated by the rapid resolution of land use issues for the Zhongke Shuguang project [5] Group 3 - Jinan is enhancing its business environment by attracting aerospace projects, such as the partnership with Jiangsu Tianbing Aerospace Technology Co., which fills a gap in the local rocket assembly sector [6][7] - The city is developing a logistics hub, including the "Four Ports and Three Districts" initiative, aimed at reducing logistics costs and improving infrastructure [7] - Jinan has opened access to 26.7 billion data entries through its public data platform, supporting businesses in expanding operations [7] Group 4 - The city conducts high-level meetings with various enterprises to gather feedback and improve services, ensuring that business needs are addressed effectively [8] - Jinan's investment promotion bureau is committed to optimizing the investment mechanism and enhancing resource allocation efficiency [8]

从文件内容看，以定量与定性的目标相结合是两地文件的共同特点。山东国资委出台的《关于推动省属 企业加快发展新质生产力的实施意见》明确，定量方面，要求到2027年，重点制造业企业研发投入强度 达到5%以上，战略性新兴产业营业收入占比达到26%，碳排放强度持续下降；定性方面，要求加快突 破一批关键核心技术，在世界一流"双示范"企业、"双百企业""科改企业"和专精特新、单项冠军企业创 建上取得新成效。 湖北省国资委印发的《实施"五大行动"强化龙头引领整体提升省属企业支点建设支撑力工作方案》中提 出，力争到2027年，省属企业主要经营指标大幅跃升，世界500强企业实现零的突破，5家企业进入中国 500强。到2030年，省属国资国企战略牵引能力、要素集聚能力、资源配置能力、辐射带动能力明显增 强，国有资本布局结构更趋优化，综合实力跨越进位、中部领先。 近期，山东、湖北等省国资委相继发文，定量与定性的目标相结合，推进地方国企因地制宜构建新质生 产力。接受证券时报记者采访的专家认为，新质生产力作为创新驱动发展的核心动能，成为地方落实国 家战略的抓手。山东、湖北作为经济大省，需通过国企改革先行示范，推动产业升级与科技创新深度融 ...

Core Viewpoint - Shanghai Blue Crystal Microbial Technology Co., Ltd. has achieved significant advancements in the production of polyhydroxyalkanoates (PHA) through innovative technologies, addressing both plastic pollution and carbon neutrality goals [2][24]. Group 1: Technological Innovations - The company developed the "Biohybrid" technology system, achieving the highest levels of unit yield, cost control, and carbon footprint management in PHA industrial production [4][9]. - A theoretical breakthrough was made in oil-based carbon source routes, with a maximum theoretical conversion rate of 130% and a reduced carbon source cost of $590 per ton, compared to traditional methods [6][8]. - The Biohybrid 1.0 technology improved PHA yield to 260 g/L in a 15-ton fermentation scale, enhancing production efficiency by 20% [11][15]. Group 2: Industrial Scale Achievements - Biohybrid 2.0 technology achieved a record PHA yield of 264 g/L and a 100% conversion rate of plant oil carbon sources at a 150-ton production scale [18][22]. - The integration of Biohybrid 1.0 and 2.0 technologies led to a stable production system with PHA yields exceeding 300 g/L and a carbon source conversion rate over 100% [22][30]. Group 3: Lifecycle Carbon Footprint Research - The company, in collaboration with Oxford University, published the first global study on the lifecycle carbon footprint of PHA, demonstrating a reduction of 64% compared to traditional petrochemical plastics [25][28]. - The study established a comprehensive lifecycle assessment model, revealing that using kitchen waste oil can further lower the carbon footprint to 2.01 kg-CO₂e/kg-Polymer [28][29]. Group 4: Economic Impact and Market Potential - The production cost of PHA has decreased by 41% since 2019, while unit yield has increased by 83%, positioning the company favorably for large-scale production of biodegradable materials [30].

Core Viewpoint - The article highlights the launch of a specialized production line for high-end bioactive molecules by KaiXing Bio, marking a significant advancement in the synthetic biology industry in China [1][3]. Group 1: Company Overview - KaiXing Bio, established in May 2024, is a subsidiary of Beijing Green Kangcheng Biotechnology Co., Ltd., stemming from decades of research by Tsinghua University in the biotechnology field [1]. - The company focuses on next-generation biotechnology to create an intelligent manufacturing platform for the green production of high-end chemicals, providing sustainable bioactive raw material solutions for the global market [3]. Group 2: Production and Products - The newly launched factory in Changzhou will mass-produce high-value amino acids and bioactive raw materials, including N-acetylneuraminic acid, L-histidine, carnosine, decarboxylated carnosine, ergothioneine, rhodiola rosea glycosides, and ectoine, which are widely used in dietary supplements, functional skincare, and biomedicine [4]. - KaiXing Bio released the first batch of synthetic biological product standards in Jiangsu Province during the launch ceremony, setting a new quality benchmark for Chinese raw materials [5]. Group 3: Industry Impact and Future Plans - The combination of "raw materials + standards" aims to enhance the domestic substitution and standard system construction in the synthetic biology field, injecting strong momentum into the industry [7]. - The company plans to strengthen industry chain cooperation, promote green and sustainable biomanufacturing technology innovation, and continuously provide high-quality, environmentally friendly, and efficient bioactive raw material solutions to global customers [7]. - KaiXing Bio aims to expand its product matrix and accelerate its global market layout, promoting the concepts of health, beauty, and sustainability, while leading the active raw material industry with "Made in China" initiatives [7].

一段时间以来，河北、上海等地发力促进政产学研用紧密结合，建立未来产业投入增长机制，培育生物 制造、量子科技、具身智能、6G等未来产业。眼下，生物制造凭借其先进的生产方式，成为未来科技 竞争的关键驱动力，在医药、农业、能源、环保等诸多领域发挥着日益重要的作用，成为推动经济高质 量发展的关键引擎。 数据显示，2024年我国生物制造市场规模突破2.8万亿元，较2020年增长267%，年复合增长率达 39.6%。其中，生物医药蓬勃发展，近5年来我国生物药品制造企业数量年均增长速度达12%，区域生物 制造发展亮点纷呈。例如，广州市集聚6500多家生物医药与健康领域企业，居全国前列；上海金山区 以"一核多点"的产业布局为引擎，在生物医药、生物材料、生物农业及健康食品等多个领域全面发力， 打造长三角生物制造创新高地。 相关政策支持体系日趋完善，为产业发展注入强劲动力。2022年出台的《扩大内需战略规划纲要（2022 —2035年）》明确提出，加快生物医药、生物农业、生物制造、基因技术应用服务等产业化发展。2024 年发布的《关于加快推动制造业绿色化发展的指导意见》提出，发挥生物制造选择性强、生产效率高、 废弃物少等环境友好 ...