昨天下午，市委书记陈吉宁围绕抓好"十五五"和全年开局起步工作，在浦东张江专题调研科技创新 和产业发展工作，认真听取企业意见建议。陈吉宁指出，要深入学习贯彻党的二十届四中全会和习近平 总书记考察上海重要讲话精神，切实增强"为国担当、勇为尖兵"的责任感使命感紧迫感，坚持以科技创 新为引领，以改革开放为动力，把持续打造国际一流营商环境作为重要抓手，进一步激发高质量发展动 力活力，为上海"五个中心"和现代化建设作出更大贡献，确保"十五五"开好局、起好步。 作为上海国际科技创新中心建设的核心承载区，张江科学城正按照《聚焦张江再出发加快建设国际 一流科学城行动方案》，全力推进科创布局优化、战略科技力量培育、一流企业培育、科创人才引育和 科创生态提升"五大行动"。位于核心区域的张江人工智能创新小镇，目前已入驻人工智能企业近500 家。陈吉宁来到聚焦服务成长期企业加速发展的模力社区，察看光本位科技、极豆科技、岩山科技等企 业最新产品展示，同企业负责人亲切交流，了解企业在光子计算芯片、智能座舱系统、类脑智能与脑机 接口等领域的研发创新、技术突破和场景应用情况，询问企业下一步发展计划、需要哪些政策服务支 持，希望高科技企业把自身 ...

站在生物医药创新的前沿，细胞和基因治疗（CGT）行业有着非常高的技术壁垒，但总有一些企业凭借 坚定的战略定力和强大的技术实力，穿越行业周期，实现跨越式发展。 作为登陆科创板的CGT第一股，和元生物深耕细胞与基因治疗领域十余年，自主研发形成细胞和基因治 疗载体开发技术、细胞和基因治疗载体生产工艺及质控技术两大核心技术集群，布局了前沿的质粒、免 疫细胞、干细胞、病毒、mRNA、外泌体等相关的技术和工艺，从基础底层技术和产业化技术层面解决 瓶颈问题。 "和元生物的发展始终跟随中国生物医药产业从'跟跑'到'领跑'的时代步伐，逐步成长为细分行业领军 者。"和元生物董事长兼总经理潘讴东在接受中国证券报记者采访时表示，展望未来，依托国家和地方 对细胞和基因治疗这一重点发展方向持续的政策支持，公司临港产业基地产能将进一步爬坡释放。和元 生物将拓展布局再生医学领域，不断提升自身竞争力和市场渗透率，努力打造以细胞和基因治疗为核心 的国际产业化集团。 持续加强技术创新 和元生物成立于2013年，专注于为细胞和基因治疗领域的先导研究和药物研发提供一体化CRO（合同 研究组织）/CDMO（合同研发与生产组织）服务。 面对细胞与基因治疗 ...

和元生物成立于2013年，专注于为细胞和基因治疗领域的先导研究和药物研发提供一体化CRO（合同 研究组织）/CDMO（合同研发与生产组织）服务。 面对细胞与基因治疗研发的高技术门槛，和元生物持续深化技术创新。"CRO/CDMO企业竞争力主要体 现在核心技术能力、GMP平台实力、项目管理能力等多个方面。"潘讴东告诉记者，"自2006年投身创 业以来，二十年来我始终专注于细胞与基因治疗领域，亲历并推动着这一前沿赛道的技术创新。" "以病毒载体为例，其是CGT药物的重要载体。在病毒载体方面，我们的工艺技术在国际上已经达到了 领先水平。"潘讴东介绍。据了解，目前公司拥有包括分子生物学平台、实验级病毒载体包装平台、细 胞功能研究平台、SPF级动物实验平台、基因载体和细胞治疗工艺开发平台等全面的细胞和基因治疗 CRO/CDMO技术平台，在载体开发、病毒包装等关键环节具备领先的研发能力。 站在生物医药创新的前沿，细胞和基因治疗（CGT）行业有着非常高的技术壁垒，但总有一些企业凭借 坚定的战略定力和强大的技术实力，穿越行业周期，实现跨越式发展。 作为登陆科创板的CGT第一股，和元生物深耕细胞与基因治疗领域十余年，自主研发形成 ...

站在生物医药创新的前沿，细胞和基因治疗（CGT）行业有着非常高的技术壁垒，但总有一些企业凭借 坚定的战略定力和强大的技术实力，穿越行业周期，实现跨越式发展。 作为登陆科创板的CGT第一股，和元生物深耕细胞与基因治疗领域十余年，自主研发形成细胞和基因治 疗载体开发技术、细胞和基因治疗载体生产工艺及质控技术两大核心技术集群，布局了前沿的质粒、免 疫细胞、干细胞、病毒、mRNA、外泌体等相关的技术和工艺，从基础底层技术和产业化技术层面解决 瓶颈问题。 "公司积极拥抱变革，在AI应用领域展开不少探索，相继构建智能研发体系、AI模型等，推动研发、生 产效率提升。"和元生物副总经理、董事会秘书徐鲁媛表示，"我们通过人工智能与生物技术的结合，已 经形成了'算法创新+应用落地'的双轮驱动模式。在研发设计与检测工具开发方面，公司已打通AI与生 产数据链路，打造'智能设计-模型搭建-算法验证-大数据反馈'的智能研发体系。" "未来我们将进一步加强技术硬实力，保持行业领先地位，提升自身核心竞争力。"徐鲁媛称。 提升CGT药物商业可及性 "和元生物的发展始终跟随中国生物医药产业从'跟跑'到'领跑'的时代步伐，逐步成长为细分行业领军 ...

Core Insights - Shanghai Weike Biotechnology Co., Ltd. has completed nearly 100 million RMB in Series A financing [1] - The financing round was led by Shenzhen Capital Group and followed by Xichuang Investment, with Fenghe Capital serving as the exclusive financial advisor [1] - The funds will accelerate the establishment of a cell and gene therapy (CGT) evaluation laboratory in the U.S., CGT evaluation services, clinical services, and the expansion of overseas biobreeding services [1]

Group 1 - Weike Bio has recently completed nearly 100 million yuan in Series A financing, led by Shenzhen Capital Group and followed by Xichuang Investment, with funds primarily aimed at accelerating the establishment of a CGT safety evaluation center in the U.S. and expanding overseas services [1] - The company specializes in providing CRO services based on safety evaluation for cell and gene therapy (CGT) drugs, with a core team from Heidelberg University and the German National Cancer Research Center, possessing extensive experience in the CGT safety evaluation field [1][2] - As of now, Weike Bio has served over 70 pharmaceutical companies and research institutions, covering more than 100 drug pipelines, and has supported several companies in achieving dual submissions in China and the U.S., with the fastest approval for market launch [3] Group 2 - The current stage of the CGT industry in China is still in its early phase, with the safety evaluation market for related drugs also at a nascent stage, posing challenges for Weike Bio as a startup to enter the supply chain of major downstream companies [2] - Weike Bio has established a comprehensive technical platform for biological breeding, synthetic biology, and early diagnosis and screening, having set up a subsidiary in Qingdao to serve hundreds of enterprises and research clients in the biological breeding sector [3]

Core Insights - The company focuses on providing CRO and CDMO services for cell and gene therapy, as well as technical services in regenerative medicine and anti-aging fields [1][5][6] Financial Performance - For the period from January to September 2025, the company achieved a total revenue of 180 million yuan, a decrease of 1.91% year-on-year [1] - The CRO business generated revenue of 61.997 million yuan, reflecting a growth of 2.81% year-on-year, while the CDMO business revenue was 96.7021 million yuan, down 9.72% year-on-year [1] - Other main businesses, including research reagents and cell storage services, saw a revenue increase of 55.99%, totaling 21.3862 million yuan [1][2] Profitability - The company reported a net profit attributable to the parent company of -162 million yuan, which is a reduction in losses by 38.1258 million yuan compared to the same period last year [2] Business Development - The company has established over 14,700 collaborative research laboratories in the CRO sector and has completed over 600 CDMO projects, including five Phase III clinical projects [2] - The company has assisted clients in obtaining 60 clinical trial approvals, including 14 from the FDA [2] International Expansion - The company is expanding its CRO, CDMO, and regenerative medicine services overseas, utilizing online marketing and participation in influential academic conferences to enhance brand visibility [3] - A subsidiary has successfully registered Human Fibroblast Extracellular Vesicles with INCI, marking a significant milestone for global cosmetic market entry [3] Technological Advancements - The company is focusing on two core technology clusters and is exploring the application potential of emerging technologies in client projects [4] - AI technology is being integrated to enhance research efficiency and foster innovation through external collaborations [4] Market Trends - The company views the restructuring of domestic medical enterprises as a necessary step towards high-quality industry development, presenting new growth opportunities [5] - The company aims to leverage its extensive technical expertise and production capacity to meet the evolving market demands [5][6]

Core Viewpoint - He Yuan Bio reported stable revenue with a slight decrease in net loss for the first three quarters of 2025, indicating resilience in its business despite challenges in certain segments [1][2]. Financial Performance - For the first nine months of 2025, He Yuan Bio achieved revenue of 180 million yuan, remaining flat year-on-year; the net profit attributable to shareholders was -162 million yuan, a reduction in loss by 27.65 million yuan compared to the previous year [1]. - In Q3 2025, the company recorded revenue of 60.5 million yuan and a net profit of -57.5 million yuan [1]. Business Segments - The CRO business generated revenue of 61.99 million yuan, reflecting a growth of 2.81% year-on-year, indicating stable growth [1]. - The CDMO business saw a revenue decline of 9.72% to 96.70 million yuan, primarily due to variations in order types and project progress [1]. - Other main businesses, including research reagents and cell storage services, achieved revenue of 21.39 million yuan, up 55.99% year-on-year [1]. R&D and Technological Capabilities - He Yuan Bio has established a comprehensive technology and production system in the CGT field, with significant R&D capabilities across various platforms [2]. - The company invested 34.66 million yuan in R&D, accounting for 19.22% of its revenue, and has obtained a total of 60 IND approvals [2]. - The company has filed for multiple patents and trademarks, enhancing its intellectual property portfolio [2]. Market Position and Strategy - He Yuan Bio serves over 14,700 research laboratories and is expanding its market share through strategic marketing and academic collaborations [3]. - The company has secured over 120 million yuan in new CDMO orders and assisted clients in obtaining 16 IND approvals, showcasing its strong industry presence [3]. - The company is actively exploring new business avenues in regenerative medicine, including stem cells and immune cells [3]. Production Capacity - The Shanghai Lingang industrial base features 11 GMP vector production lines and 18 GMP cell production lines, positioning the company competitively on a global scale [4]. - The base has achieved full production capacity, with increasing utilization rates expected as client pipelines advance [4]. - He Yuan Bio aims to leverage its technological advancements and new business developments to strengthen its market leadership in the CGT sector [4].

Core Viewpoint - The recent financial report of He Yuan Biological (688238) shows a modest increase in revenue and a reduction in net loss, indicating an improvement in profitability metrics despite ongoing challenges in cash flow and operational efficiency [1][10][11]. Financial Performance - Total revenue for the first half of 2025 reached 120 million yuan, a year-on-year increase of 6.01% [1] - The net profit attributable to shareholders was -10.5 million yuan, improving by 7.74% year-on-year [1] - Gross margin improved by 41.25% to -14.28%, while net margin increased by 13.24% to -87.17% [1] - Total operating expenses were 59.3 million yuan, accounting for 49.47% of revenue, a decrease of 13.11% year-on-year [1] Cash Flow and Financial Position - Cash and cash equivalents decreased by 40.95% due to stock buybacks and operational cash outflows [3] - Short-term borrowings increased by 192.23% to meet funding needs [3] - The net cash flow from operating activities improved by 22.8% due to reduced cash outflows for employee compensation and material procurement [8] Business Operations - The CRO business, focusing on cell and gene therapy, reported a revenue increase of 8.02% to 85.82 million yuan in 2024, with a growing customer base of over 12,800 research labs [12][13] - The company is expanding its CDMO services, with over 450 projects undertaken, including 4 Phase III clinical projects [15] Market and Competitive Landscape - The CDMO sector for cell and gene therapy is experiencing a high outsourcing penetration rate of 65%, indicating a reliance on specialized services due to the complexity of production processes [14] - The company is actively enhancing its market presence both domestically and internationally, focusing on innovative technology services to meet diverse customer needs [13] Shareholder Actions - A shareholder reduction plan was announced, with intentions to sell up to 6.49 million shares, representing 1% of the total share capital [21]

Core Viewpoint - He Yuan Bio reported a steady growth in revenue and advancements in AI technology to enhance research and development efficiency, positioning itself for rapid industry development [1][2][3] Financial Performance - In the first half of 2025, He Yuan Bio achieved operating revenue of 119.85 million yuan, a year-on-year increase of 6.01% [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was -10.45 million yuan, a reduction in losses by 14.89 million yuan compared to the same period last year [1] Business Segments - The company’s CRO business in cell and gene therapy generated sales revenue of 40.70 million yuan, up 3.79% year-on-year [1] - The CDMO business maintained its leading position with sales revenue of 65.62 million yuan, remaining stable compared to the previous year [1] - He Yuan Bio assisted clients in obtaining 52 domestic and international IND approvals and undertook over 540 CDMO projects, including 5 Phase III clinical projects, with new CDMO business orders exceeding 90 million yuan in the year [1] R&D and Innovation - R&D investment for the first half of 2025 was 23.21 million yuan, accounting for 19.37% of operating revenue, with 2 new invention patent applications and 8 utility model patent applications [2] - The company overcame key technical challenges, such as the formation of packaging cell syncytia [2] AI Integration - He Yuan Bio is actively integrating AI technology to build an intelligent research and development system, enhancing efficiency in research and production [2] - The company developed a virus yield prediction model based on BERT, optimizing virus packaging scale and improving overall production efficiency [3] - An AI model for AAV virus vector optimization was created using generative AI, balancing high survival rates with functional mutations [3] Future Outlook - He Yuan Bio anticipates a stable and positive development trend, supported by sufficient order reserves, steady capacity release at the Lingang base, and deep integration of AI technology [3]