/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 | 浙江工业大学 柳志强教授 1,4-丁二醇（1，4-Butanediol，BDO）是一种重要的四碳二元醇化合物，作为关键化工原料，广泛用于合成γ-丁内酯、四氢呋喃等化学品，尤其在 生物可降解塑料领域应用突出。目前BDO主要通过石油化工途径（如Reppe法等）生产，但随着生物技术发展，利用微生物细胞工厂合成高价值化学品 已受到越来越多的关注。 然而，BDO生物合成仍面临三大核心挑战：缺乏天然产BDO的微生物；合成途径中碳损失严重；对抗生素和诱导剂依赖大，成本高 。 【SynBioCon】 获 悉， 针对上述问题， 浙江工业大学的柳志强等人 通过系统化代谢工程改造大肠杆菌，构建了无抗生素、无诱导剂的BDO高效合成 菌 株 ， 其 研 究 成 果 以 论 文 形 式 发 表 于 《 Chemical Engineering Journal 》 ， 题 为 "Sustainable antibiotic-free high-yield 1,4-butanediol production by engi ...

Key Points Summary of Kasei Bio's Conference Call Company Overview - **Company**: Kasei Bio - **Industry**: Biochemical Manufacturing Financial Performance - **Revenue**: 1.671 billion CNY in H1 2025, up 15.68% YoY [2][37] - **Gross Profit**: 565 million CNY, up 25.4% YoY [2][37] - **Net Profit**: 309 million CNY, up 24.74% YoY [2][37] - **Total Assets**: 23.821 billion CNY, up 25.23% from the beginning of the year [2][37] - **Net Assets**: 17.453 billion CNY, up 51.67% from the beginning of the year [37] - **Fundraising**: Completed a private placement raising 5.915 billion CNY [2][37] Business Segments and Developments Long Carbon Chain Dicarboxylic Acids - **Market Demand**: Strong demand for long carbon chain dicarboxylic acids, with plans for timely capacity expansion [2][6] - **Capacities**: The 40,000-ton caproic acid project is nearing full production, with positive sales performance [3][5] Biobased Polyamide - **Collaborations**: Established a task force with China Merchants Group to advance pilot projects in textiles, construction, and renewable energy [2][4] - **Market Adoption**: Brands like Hailan Home have begun using biobased polyamide materials [2][21] Composite Materials - **Product Development**: Progress in composite materials focusing on modern construction, logistics, and renewable energy [2][5] - **Commercialization**: Long carbon chain nylon has entered mass production for commercial vehicle applications [2][9] Battery Shell Project - **Partnership with CATL**: The project in Hefei is progressing with 18 planned production lines, with the first phase consisting of 4 lines [2][7][8] - **Production Capacity**: Expected to produce 410,000 tons of biobased composite materials annually [7] Solar and Energy Storage Solutions - **Supply Chain**: Established supply chains for photovoltaic frames and developed complete solutions for energy storage [11][12] Market and Regulatory Environment - **Export Stability**: Tariff issues have had minimal impact on export business, maintaining stable export ratios [20][21] - **Intellectual Property**: Victory in a European IP lawsuit positively impacts business in the European market [21] Future Outlook - **Expansion Plans**: Plans to expand production capacity for long carbon chain dicarboxylic acids and biobased polyamide [6][38] - **Policy Support**: Anticipated government policies to support biomanufacturing, including tax incentives [19] - **Market Positioning**: Aiming to become a leading supplier in the domestic market with over 50% market share in dicarboxylic acids by year-end [16] Challenges and Strategies - **Market Acceptance**: Challenges in promoting new materials due to customer adaptation to new technologies [34][35] - **Cost Efficiency**: Focus on reducing costs and improving efficiency through technological innovations [17][18] Conclusion Kasei Bio is positioned for growth with strong financial performance, ongoing collaborations, and a focus on innovative biobased materials. The company is navigating market challenges while leveraging regulatory support to enhance its competitive edge in the biochemical manufacturing industry.