（数据来源：市值风云） 2025年1季度，公司延续2024年收入增长、利润下滑：营业收入为6.87亿，同比增长37.2%，然而净利 润为0.51亿，同比下降41%。 为什么会出现这种情况？难道业务具有周期性吗？ 与化工股涨跌同源。 | 作者 | | 木盒 | | --- | --- | --- | | 编辑 | | 小白 | 作为合成生物小巨人，这家公司发展势头迅猛，营收从2015年的2.5亿增长到2024年的21.8亿，规模持 续创新高。 （ 数据来源： 市值风云） 净利润（以下都指归母净利润）也从2015年的0.43亿增长到2023年的4.49亿，但2024年增长戛然而 止，2024年为1.9亿，同比下降57.8%。 ...

Core Viewpoint - The company emphasizes the importance of fintech in supporting the development of the real economy and aims to provide comprehensive financial services for technology enterprises and innovation ecosystems through professional research and resource integration [1]. Group 1: Business Chain Collaboration - The company focuses on enhancing industry research, value discovery, and cross-border operations to better serve technology innovation [2]. - It has identified four core sectors for long-term development: AI, green energy, life sciences, and synthetic biology, aligning its resources with national strategies and market demands [2]. - The company has provided financing services to 169 technology enterprises, totaling 503.4 billion yuan by June 2025, and has successfully executed significant bond transactions in the technology sector [3]. Group 2: Supporting Technology Industry Upgrading - The company aims to create an "industrial investment bank" by integrating industry research, industrial funds, and mergers and acquisitions to facilitate the flow of financial resources to key areas [4]. - It has established an industrial research institute to conduct forward-looking studies on macro policies and regional economic development, completing 18 thematic reports by June 2025 [5]. - The company has set up industrial funds totaling 32.4 billion yuan to support technology industries, successfully nurturing leading enterprises like DJI and Guangdong's chip manufacturers [5]. Group 3: Resource Aggregation - The company recognizes the significance of an innovation ecosystem and actively integrates resources from research institutions, leading enterprises, and financial institutions to enhance the commercialization of research outcomes [6]. - It has formed partnerships with 25 renowned research institutions to advance joint research and incubation projects, focusing on over 20 technology innovation projects [6]. - The company has initiated the establishment of industry alliances to facilitate collaboration and project matching, providing comprehensive services for the transformation of research achievements [6]. Group 4: Industry Alliances - The company has led the formation of the Guangdong Integrated Circuit Financial Service Alliance to address financing needs in the semiconductor sector [7]. - It has also initiated the National Traditional Chinese Medicine Technology Achievement Innovation Development Alliance to promote high-quality development in the TCM industry [7].

Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI with bio-manufacturing, green chemicals, new materials, future food, and agriculture [2]. Group 1: Conference Overview - The conference aims to explore the development trends of the bio-manufacturing industry during the 14th Five-Year Plan, innovations driven by AI, and the technologies that will sustain the vitality of the bio-manufacturing sector [2]. - Various activities will be held concurrently, including a Youth Forum on Bio-Manufacturing, a high-level roundtable discussion, and a closed-door seminar on the "2025 Blue Book for AI Empowering Bio-Manufacturing Innovation" [2][3]. Group 2: Organizing Institutions - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and supported by several academic and industry institutions, including Peking University Ningbo Institute of Ocean Medicine and the Zhejiang Synthetic Biology Industry Technology Alliance [3][4]. Group 3: Conference Schedule - The first day includes registration, a high-level roundtable discussion, and a Youth Forum focused on discovering innovative achievements in bio-manufacturing [7][9]. - The second day features a macro forum on bio-manufacturing, thematic forums on green chemicals and new materials, and a welcome dinner [8][20]. - The third day will cover AI applications in bio-manufacturing and discussions on future food and agriculture [25][28]. Group 4: Key Topics and Presentations - The conference will address topics such as enzyme molecular engineering, the design of humanized "4D" collagen, and the synthesis of polyglutamic acid in bio-manufacturing [11][14]. - Presentations will include case studies on AI applications in bio-manufacturing and discussions on the development of new functional sugars and probiotics [18][28]. Group 5: Industry Mapping - DT New Materials will release the "China Synthetic Biology Industry Distribution Map (2025 Edition)" during the conference, which includes a list of over 500 representative companies in the bio-manufacturing sector [35][36].

Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI with bio-manufacturing, green chemistry and new materials, future food, and future agriculture [2]. Group 1: Conference Overview - The conference aims to explore the development trends of the bio-manufacturing industry during the 14th Five-Year Plan, innovations driven by AI in bio-manufacturing, and the technologies and products that will sustain the vitality of the bio-manufacturing industry [2]. - Various activities will be held concurrently, including a Youth Forum on Bio-Manufacturing, a high-level roundtable on the bio-manufacturing industry, and a closed-door seminar for the "2025 AI Empowering Bio-Manufacturing Industry Innovation Development Blue Book" [2][3]. Group 2: Organizing Institutions - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and co-organized by several institutions, including Peking University Ningbo Institute of Ocean Medicine and Ningbo Meisai Bioengineering Co., Ltd. [3]. - Supporting organizations include the Chinese Society of Biotechnology's Biobased Materials Committee and various local technology alliances [3]. Group 3: Conference Agenda - Day 1 includes registration, a high-level roundtable discussion on bio-manufacturing, and a Youth Forum aimed at discovering innovative achievements in bio-manufacturing [8][11]. - Day 2 features an opening ceremony, a macro forum on the bio-manufacturing industry, and specialized forums on green chemistry and new materials, as well as AI's role in bio-manufacturing [8][18]. - Day 3 will focus on future food and agriculture, with discussions on industrial enzymes and probiotics [27][28]. Group 4: Industry Insights - The conference will also release the "China Synthetic Biology Industry Distribution Map (2025 Edition)," which includes a list of over 500 representative enterprises in the bio-manufacturing sector [31]. - The conference highlights the importance of AI in enhancing bio-manufacturing processes and showcases various innovative applications and case studies [24][26].

Core Insights - The article highlights the strategic development and policy support for the synthetic biology manufacturing industry in the Beijing-Tianjin-Hebei region, emphasizing its collaborative advantages and global competitiveness potential [2][3]. Policy Support and Innovation Mechanisms - Significant policy support has been established, creating a collaborative innovation mechanism among the three regions [4]. - The regions have formed a gradient layout: R&D in Beijing, pilot testing in Tianjin, and industrialization in Hebei [3]. Regional Industrial Layout - Beijing serves as the innovation source, while Tianjin focuses on industrial transformation and manufacturing, particularly in the Binhai New Area, which is developing a "Biomanufacturing Valley" [5]. - Hebei is positioned for low-cost production and supporting industries, with a focus on self-sufficient industrial chains [6]. Financial and Research Support - A joint basic research cooperation project will be established by 2025, with individual project funding up to 600,000 yuan to support synthetic biology manufacturing [8]. - Beijing's action plan aims to accelerate innovation in synthetic biology, with a maximum support of 50 million yuan to cultivate three listed companies by 2026 [8]. Industry Growth Targets - Hebei's Shijiazhuang aims for the biomanufacturing industry revenue to exceed 150 billion yuan by 2025, focusing on gene synthesis and biobased materials [8]. - The industry scale in Yizhuang is expected to surpass 120 billion yuan by 2027, with policies supporting cutting-edge sectors [8]. Upcoming Events and Initiatives - The Fourth Synthetic Biology and Green Biomanufacturing Conference will be held from August 20-22, 2025, in Ningbo, focusing on AI and biomanufacturing, green chemistry, and new materials [17][19]. - The conference will feature various forums and discussions aimed at advancing the industry and showcasing technological achievements [17][19].

Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI with bio-manufacturing, green chemistry, new materials, future food, and agriculture [1]. Group 1: Conference Overview - The conference aims to explore the development trends of the bio-manufacturing industry during the 14th Five-Year Plan, innovations driven by AI, and the technologies that will sustain the vitality of the bio-manufacturing sector [1]. - Various activities will be held concurrently, including a Youth Forum on Bio-Manufacturing, a high-level roundtable discussion, a closed-door seminar on the "2025 AI Empowering Bio-Manufacturing Industry Innovation Development Blue Book," and a showcase of synthetic biology achievements [1]. Group 2: Organizing Institutions - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and co-organized by several institutions, including Peking University Ningbo Institute of Ocean Medicine and Ningbo Enzyme Science Bioengineering Co., Ltd. [2]. - Supporting organizations include the Chinese Society of Biotechnology's Biobased Materials Committee, Zhejiang Synthetic Biology Industry Technology Alliance, and various other academic and research institutions [2]. Group 3: Conference Agenda - The agenda includes registration and sign-in on August 20, followed by a high-level roundtable discussion and a Youth Forum [5][9]. - The opening ceremony and macro forum on bio-manufacturing will take place on August 21, along with specialized forums on green chemistry and new materials, and AI's role in bio-manufacturing [6][19]. - The final day will feature discussions on future food and agriculture, along with a showcase of technological achievements in synthetic biology [28][29]. Group 4: Industry Insights - The conference will release the "China Synthetic Biology Industry Distribution Map (2025 Edition)," which includes a list of over 500 representative companies in the bio-manufacturing sector [31]. - The event will also highlight the achievements of various companies and research institutions in the field of bio-manufacturing, showcasing innovations and applications [31][34].

Core Viewpoint - The article highlights the participation of Meikang in the SynBioCon 2025, focusing on its expertise in international new food ingredient compliance and safety assessment services [1][12]. Summary by Sections Service Overview - Meikang's International Regulatory Department specializes in compliance declaration and safety assessment for international new food ingredients, proficient in regulations from authorities like the FDA and EFSA, providing comprehensive services from raw material evaluation to declaration strategy formulation [5]. Advantages - **Bilingual Technical Team**: The team consists of professional food industry scientists who are bilingual, enabling on-site guidance and efficient communication with clients in China [7]. - **Rich North American Expert Resources**: Meikang has access to various experts in the U.S. for different product declarations, including toxicology experts with successful FDA GRAS and NDI application experience [8]. - **Full-Chain Service Capability**: The company offers a complete range of services including dossier writing, feasibility assessment, GMP system establishment, HACCP system establishment, toxicology laboratory collaboration, and communication with the FDA [10]. Customization and Cost Advantages - Services can be customized based on client capabilities and needs, allowing clients to choose between conducting literature searches themselves or outsourcing to Meikang, which provides time and cost advantages compared to overseas institutions [10]. Event Details - The SynBioCon 2025 will take place from August 20-22, 2025, in Ningbo, Zhejiang, focusing on AI and bio-manufacturing, green chemicals, new materials, future food, and agriculture [12]. - The event will include various activities such as a youth forum, high-level discussions, and a closed-door seminar on AI-enabled bio-manufacturing innovation [12][14].

Core Viewpoint - The Guangming District is rapidly becoming a new hub for technological innovation, industrial development, and investment entrepreneurship, with strong support from local government policies and services [1][2]. Group 1: Technological Innovation and Infrastructure - Guangming is accelerating the construction of a world-class science city and aims to establish a comprehensive national science center in the Greater Bay Area, focusing on becoming a core area for industrial technological innovation and high-level talent [1]. - The district has established 23 major technological innovation platforms, including facilities for synthetic biology, brain analysis and simulation, and materials genome research, with significant breakthroughs reported by local research institutions [1]. - Guangming has attracted 59 academicians and over 3,000 high-level talents, creating a comprehensive innovation ecosystem that integrates basic research, technology development, achievement transformation, technology finance, and talent support [1]. Group 2: Industry Development and Investment - The district focuses on three main industrial directions: life health, new generation information technology and artificial intelligence, and new energy materials, forming a "3+3+1" key industrial cluster [2]. - Guangming has gathered nine enterprises with over 10 billion in revenue, 35 listed companies, 1,921 large-scale enterprises, 2,287 national high-tech enterprises, and 85 specialized "little giant" companies, maintaining its status as a top industrial district for four consecutive years [2]. - A complete and efficient technology finance support system is being established, including the launch of a comprehensive national science center venture capital mother fund and several city-level industry funds, aimed at enhancing innovation and industrial vitality [2]. Group 3: Events and Networking - The recent investment conference attracted numerous elites and experts from the venture capital field, marking it as a high-profile and impactful industry event that is expected to bring new momentum and opportunities for the development of Guangming Science City [2].

Group 1 - A new scientific city, Guangming Science City, is emerging in the northern part of Shenzhen, covering an area of 99 square kilometers and aiming to become a world-class scientific city and a global center for industrial and technological innovation [1] - The 13th Venture Capital Conference included a visit to Guangming Science City, attended by nearly 40 representatives from venture capital institutions, startups, and industry experts [1] Group 2 - The first stop of the visiting delegation was the Weiguang Life Science Park, a specialized industrial park focusing on synthetic biology, which aims to transform scientific achievements into practical applications [2] - The park has over 40 resident companies and research institutions, including significant entities like Shenzhen Medical Academy and Shenzhen Bay Laboratory, showcasing Guangming's advancements in the biomedicine sector [2] - The delegation also visited Shenzhen University of Technology, a new research-oriented university set to be established in 2024, which focuses on basic research and cutting-edge technology [2] Group 3 - The delegation concluded their visit at the Guangming District Urban Planning Exhibition Hall, where they gained insights into the regional development blueprint and praised the integration of technology and urban development [3] - Guests expressed admiration for Guangming's vibrant development, strong industrial clusters, quality business environment, and efficient enterprise services, highlighting the district's proactive approach to technological innovation and urban integration [3]

三元生物主营业务为食品饮料及合成生物相关领域，公司位于山东省滨州市。 公司将于2025年7月31日下午15：00召开第三次临时股东大会，审议《关于增加公司经营场所及修订 < 公司章程> 的议案》。 截至2025年7月30日15时，三元生物股价报29.75元，较前一交易日下跌0.25元，跌幅0.83%。当日开盘 价为29.94元，最高触及30.10元，最低下探至29.51元，成交量为21652手，成交额0.65亿元。 7月30日主力资金净流出252.32万元，占流通市值比例为0.08%。 风险提示：市场有风险，投资需谨慎。 ...