【SynBioCon】 获 悉 ， 10月6日， 中国科学院深圳先进技术研究院定量合成生物学全国重点实 验室、合成生物学研究所高翔团队联合电子科技大学夏川团队 ，首次提出并验证了一种 基于"电催 化+生物催化"耦合策略的"人工海洋碳循环系统" ，相关成果发表在国际学术期刊《自然·催化》。 该系统可捕集天然海水中的CO₂，并转化为可直接进入生物制造的中间体，再进一步升级为 多类高 价值化学品与材料 。该研究以 可降解塑料单体 为示范案例，有望为燃料、医药与食品配料等更广 谱产品提供生物制造平台。 /生物制造产业社群/ 让上下游聚在一起, 未来食农、绿色化工、大健康、美妆个护 等产业同行❤️↓ SynBio团队 | 深圳先 进院 高翔、电子科大夏川 海洋作为地球上最大的天然"碳库"，每年吸收逾四分之一人为排放的二氧化碳，有效减缓了全球气 候变暖。然而，海水持续吸收二氧化碳引发的海洋酸化，对海洋生态平衡构成了严重威胁。如何把这 部分已进入海洋的碳，转化为人类可利用的资源，减缓海水酸化，是实现"蓝色经济"与"双碳"目标 所必须面对的共同命题。 项目负责人夏川教授指出，该成果紧密围绕国家"双碳"目标和蓝色经济发展需求， ...

Core Viewpoint - The future A-share market is expected to experience a systematic and steady upward trend characterized by oscillation and structural differentiation rather than a rapid and comprehensive surge [1] Market Outlook - The market is likely to face pressure from previous trapped positions at key points, leading to normal and healthy fluctuations and corrections [1] - Each quality correction is seen as a consolidation of the bottom, accumulating energy for the next phase of growth [1] Investment Strategy - Stock selection will be more important than market timing, with future opportunities becoming highly differentiated rather than a broad market rally [1] - Funds are expected to continue flowing towards assets that align with national strategies, trends of the times, and high-quality development requirements [1] Key Investment Themes - Two main themes to focus on: - Defensive: High dividend and "China Special Valuation" assets serve as market stabilizers, providing stable cash flow returns suitable for conservative allocation [1] - Offensive: Technology growth sectors represented by AI and new productive forces are seen as the hope for China's economic transformation and future growth, particularly in segments with technological breakthroughs and realizable applications [1]

重磅成果发布,筑牢产业基石 02 大会将迎来一系列重磅平台的集中揭牌,包括未来食 品合作中心、深圳合成生物产业基地等全面亮相,还 第六届生物制造产 大会主题: 合成生物制造 重塑人类生活 大会名称:第六届生物制造产业大会 大会时间:2025年12月2日 大会地点: 深圳光明文化艺术中心 大会背景 为积极落实国家关于合成生物和生物制造产业的相 关部署,进一步完善产业生态,推动科技创新和产 业创新深度融合，助力产业高质量发展。由中国生 物工程学会指导,深圳市光明区人民政府、中国科 学院深圳先进技术研究院、国家生物制造产业创新 中心、深圳国家高技术产业创新中心共同主办的第 六届生物制造产业大会拟于12月2日召开。本届大会 拟进一步拓展合作资源，打造集专业性、权威性、 知名度高为一体的品牌盛会，具体筹划如下 政策护航,产业发展再迎新航程 01 大 会 将 发 布 《 促 进 合 成 生 物 产 业 创 新 发 展 若 干 规 定》、市级产业政策,为生物制造产业发展提供制度 指引和战略坐标。明确产业培育和扶持路径，也为产 业、学术、科研与资本的高效协同营造更加清晰、稳 定的环境。 有《中国生物制造产业白皮书》、全国生物 ...

Core Viewpoint - The article highlights the successful B+ round financing of the innovative company "未名拾光" (Unnamed Light), which focuses on bioactive raw materials, emphasizing its growth trajectory and the strategic use of AI in its operations [2][4]. Financing Overview - "未名拾光" has completed multiple financing rounds since its establishment in 2021, with the latest B+ round raising several million RMB, following significant investments from major players like 欧莱雅 (L'Oréal) and 纳爱斯集团 (Nais Group) [2][3]. - The company has raised funds in six rounds, with notable amounts including approximately 500 million RMB in the Pre-A round and nearly 1 billion RMB in the A round [3]. Technology and Innovation - The company has developed an "AI + synthetic bio" platform for material innovation, focusing on applications from daily care to medical uses, enhancing product design and production efficiency [4][5]. - The AI engine leverages tools like AlphaFold to improve R&D efficiency, achieving a fivefold increase in development speed for innovative raw materials [5]. Production Capabilities - "未名拾光" employs a dual-cell factory model, utilizing both microbial and plant cell factories to produce various protein products, including peptides and collagen [6]. - The company has successfully induced callus tissue from over 80 rare plant species, with three extracts already registered as new cosmetic raw materials, showcasing industry-leading technology transfer efficiency [6]. Business Model - The company operates under a "self-research + CRDMO" model, focusing on both independent innovation and collaboration with downstream brands for new raw material development [8]. - The approach includes reverse development based on customer needs, particularly in the extraction of rare plant materials, and the creation of specialized collagen types for targeted applications [8]. Future Outlook - The completion of the B+ round financing marks a significant milestone for "未名拾光," indicating a new phase of technological, market, and production capacity development, which is expected to invigorate the industry [8].

据港交所9月30日披露，安徽华恒生物科技股份有限公司(简称：华恒生物,688639.SH)向港交所主板提交上 市申请书，华泰国际为独家保荐人。 截至2025年6月30日，该公司已与包括亚洲、欧洲及美洲主要市场85个国家的超过768个客户建立稳定的长 期合作关系。截至2025年6月30日，该公司的生物基产品主要包括氨基酸系列产品(主要为丙氨酸系列、L- 缬氨酸、色氨酸、精氨酸);维生素系列产品(主要为D-泛酸钙、D-泛醇、肌醇);及其他生物基产品(主要为生 物基新材料单体(1,3丙二醇及丁二酸)、苹果酸、熊果苷)等。该公司的生物基产品被广泛应用于各行各业， 包括动物营养、日化护理、食品和饮料、先进材料、植物营养等。 该公司采用发酵法与酶催化法两大绿色制造技术平台，围绕微生物细胞工厂为核心的发酵法生产工艺和以 酶催化为核心的酶法生产工艺，构建了涵盖菌株构建、智能化发酵、高效提纯分离、产品开发的核心技术 群。依托技术体系，该公司的生物制造方法以可再生生物资源替代传统化学合成工艺，借此减少污染、降 低能耗、最大限度减少碳足迹。 据招股书，作为全球合成生物技术的先行者，华恒生物专注于依托生物制造技术，开展生物基产品的研 ...

Core Viewpoint - Anhui Huaheng Biotechnology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with Huatai International as the sole sponsor [1]. Company Overview - Huaheng Biotechnology is a pioneer in synthetic biology, focusing on the research, large-scale production, and commercialization of bio-based products through biomanufacturing technology [3]. - The company has established an industry-leading position in research and development, technology innovation, and mass production capabilities over the past twenty years in the biomanufacturing field [3]. - According to Frost & Sullivan, Huaheng is one of the most comprehensive companies globally in commercializing bio-based products through synthetic biology [3]. Product Portfolio - The company's bio-based products include amino acids (mainly L-alanine and L-valine), vitamins (such as D-calcium pantothenate and D-panthenol), and other bio-based products like 1,3-propanediol and succinic acid [4]. - These products are widely used across various industries, including animal nutrition, personal care, food and beverage, advanced materials, and plant nutrition [4]. - Huaheng employs fermentation and enzyme catalysis as its two main green manufacturing technology platforms, focusing on microbial cell factories and enzyme-based production processes [4]. Market Potential - The global bio-based products market is projected to grow from USD 22.8 billion in 2020 to USD 42.1 billion by 2024, with a compound annual growth rate (CAGR) of 16.6% [5]. - The market is expected to further increase to USD 80.1 billion by 2030 and USD 109.1 billion by 2035, with CAGRs of 11.3% from 2024 to 2030 and 6.4% from 2030 to 2035 [5]. - Companies with green manufacturing capabilities, large-scale production technologies, and collaborative advantages in the supply chain are anticipated to experience unprecedented growth opportunities in this context [5]. Financial Performance - The company's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately RMB 1.419 billion, RMB 1.938 billion, RMB 2.178 billion, and RMB 1.489 billion, respectively [5]. - The corresponding profits for the same periods were about RMB 319 million, RMB 447 million, RMB 185 million, and RMB 109 million [5]. - The gross profit margins for these years were 38.7%, 40.4%, 24.8%, and 23.5%, respectively, indicating fluctuations in profitability [7].

Core Insights - China's bio-economy is showing a positive trend, with significant advancements in CAR-T cell therapy, original drug production, and brain-machine interface medical devices, positioning the country as the second-largest biopharmaceutical market globally [1][2] Industry Overview - The global bio-manufacturing industry is receiving heightened attention from major economies, with increased funding for genetic and cell engineering research, biomass utilization, and bio-based product development [2] - The number of CAR-T clinical research centers worldwide has grown to 2069 in 2024, a 60% increase from 1297 in 2020, with China hosting 388 centers, ranking second globally [2] - China has achieved a record high in the proportion of self-developed new drugs, with 93 new drugs approved by the National Medical Products Administration in 2024, marking a five-year peak [2] Research and Development - In 2024, China published over 20,000 SCI papers in the medical equipment field, leading globally in research output [3] - The bio-economy in China is characterized by a robust industrial foundation, with significant growth in the pharmaceutical and chemical sectors driven by advancements in synthetic biology and high-throughput screening technologies [3] Industry Transformation - The bio-industry is transitioning from "quantitative accumulation" to "qualitative leap," focusing on core technology breakthroughs, product quality upgrades, and enhancing supply chain resilience [4] - Notable innovations include the approval of the world's first "rice-derived" human serum albumin injection and the launch of the world's first 5.0T whole-body MRI system [4] Future Prospects - Innovations in synthetic biology and gene editing are driving rapid growth in bio-manufacturing, outpacing GDP growth, and positioning the bio-economy as a crucial sector in the future global economy [5]

3、当前恰逢马上国庆中秋长假，我国长假期间，旅行人口流动数量惊人，餐饮垃圾、厨余垃圾、城市 生活垃圾的资源化处理势必短期放量。二级市场走势来看，朗坤科技8月份明显量能堆积，关注资金增 量放大，股价上移，跨入9月份以来，受大盘疲软影响，持续缩量回调，目前形成了周线缩倍量形态， 超跌格局明显。随着国庆中秋长假生活垃圾放量给公司带来正面影响，加上第二主营HMOs（母乳低聚 糖）项目开始试产，值得期待。 近日，朗坤科技（301305）深交所互动易回复投资者关切的HMOs（母乳低聚糖）项目，明确表示：其 全资子公司郎健生物HMOs（母乳低聚糖）目前一期年产260吨项目已经正式进入试生产阶段。从实验 室的"中试放大"到"试生产"，标志着公司在合成生物制造领域取得了实质性突破。一、HMOs项目的顺 利推进，充分打开了公司的第二主营增长空间HMOs作为一种高端功能性配料，主要应用于婴幼儿配方 奶粉，其成功产业化将使公司进入一个技术壁垒更高、市场空间更广阔的健康营养领域，实现从环境治 理向高端生物制造的跨越。HMOs在中国市场尚处于产业化早期。朗坤科技在LNnT上成为国内首家获 批的国产企业，意味着它有望率先打破海外公司的市场 ...

Core Viewpoint - The strategic partnership between Huaxi Bio and LG Household & Health Care focuses on synthetic biology technology to address skin aging and develop innovative solutions for the beauty industry [2][9]. Group 1: Partnership Details - Huaxi Bio and LG Household & Health Care signed a Memorandum of Understanding (MOU) on September 22, 2025, in Seoul, aiming to tackle skin aging through collaborative research [2]. - The partnership emphasizes the shift in the beauty industry from merely improving wrinkles to a new focus on "skin longevity," which aims to extend the healthy lifecycle of skin [2]. Group 2: Company Strengths - Huaxi Bio leverages its leading synthetic biology and biomanufacturing platform, along with advanced pilot conversion facilities, to develop bioactive substances closely related to human health [4]. - The company maintains a global leading position in hyaluronic acid while actively expanding into areas such as glycoscience, cell biology, and regenerative medicine for anti-aging technologies [4]. Group 3: LG Household & Health Care Innovations - LG Household & Health Care is recognized for its strong research capabilities in the beauty sector, focusing on cellular-level anti-aging and the efficacy of wild ginseng [6]. - The company has introduced innovative anti-aging research outcomes, such as NAD Power24, integrating cutting-edge research into high-end skincare products [6]. Group 4: Future Outlook - The collaboration aims to develop competitive innovative products that provide effective anti-aging solutions for global consumers [9]. - Both companies believe that combining their expertise will lead to groundbreaking anti-aging products for the global market [9].

Core Viewpoint - The development of biomanufacturing is crucial for enhancing new productive forces in China, with the potential to account for one-third of global manufacturing output by the end of the century, creating a market worth $30 trillion [4]. Group 1: Biomanufacturing Industry Insights - Biomanufacturing is becoming a focal point in national strategic competition, with the U.S. aiming to replace 90% of traditional plastics with bio-based products within 20 years, and the EU implementing a carbon border adjustment mechanism by 2027 [4]. - The technology demonstrates significant potential in addressing resource and environmental challenges, such as using a 50 cubic meter bioreactor to produce artemisinin, which saves 30,000 acres of arable land [4]. - Each ton of bio-based plastic can reduce carbon dioxide emissions by 0.6 tons compared to traditional plastics, contributing to carbon neutrality goals [4]. Group 2: Applications and Innovations - Revolutionary breakthroughs in biomanufacturing are emerging, including the development of biological pheromones for precise pest control, which can replace high-residue pesticides [5]. - The cost of products like hyaluronic acid has significantly decreased due to biomanufacturing, and carbon dioxide is being explored as a third-generation raw material [5]. - The integration of artificial intelligence accelerates innovation, enabling the industrial production of scarce components like catechin from green tea [5]. Group 3: Challenges and Recommendations - Despite holding 70% of global fermentation capacity, the biomanufacturing industry in China faces challenges such as a lack of proprietary strains and limitations in core software tools [5]. - There is a call for enhanced top-level design to focus on cutting-edge areas like carbon dioxide bioconversion and future food manufacturing, aiming to address both green chemical alternatives and protein supply security [5].