没有股票账户的投资者可关注国泰中证新材料主题ETF发起联接A（014908），国泰中证新材料主题 ETF发起联接C（014909）。 天风证券指出，新材料行业需求稳定且全球供给主导，重点关注三氯蔗糖、农药、MDI、氨基酸等细分 领域。内需驱动下，制冷剂、化肥、民爆、染料等子行业有望对冲关税冲击。有机硅和氨纶等产能先投 放的子行业或优先恢复，其中有机硅周涨幅达1.9%，企业预售订单显著增加，库存压力减轻。此外， OLED材料、催化材料、合成生物学等新兴领域也值得关注。基础化工板块近期表现较强，子行业中有 机硅、合成树脂、民爆制品涨幅居前。氯化钾市场因低库存和现货偏紧支撑价格，DMF因供需向好报 价持续上探。整体来看，新材料行业在供需格局改善和新兴应用推动下具备结构性机会。 新材料50ETF跟踪的是新材料指数，该指数由中证指数有限公司编制，从沪深市场中选取涉及先进钢 铁、有色金属、化工材料等领域的上市公司证券作为指数样本。该指数聚焦于具有高技术含量和高附加 值的新材料行业，重点配置新材料研发及应用领域的企业，以反映新材料相关上市公司证券的整体表 现。 （文章来源：每日经济新闻） 注：如提及个股仅供参考，不代表投资 ...

#生物制造新品推荐 | 道生生物 生物基色素引领者 —— 道生 生物 已入驻 全球生物基和生物制造产业服务 平台-新品库 （ bio-basedlink ） https://www.bio-basedlink.net/index/brand/brand_show/article_id/199.html ↓↓↓ 道生生物（深圳）有限公司 成立于2022年，是全球首家采用生物合成技术实现合成生物靛蓝规模化量 产的合成生物认证企业，坐落于深圳市光明区，建有现代化研发中心和生产基地。公司核心团队成员均 有国内外研究生背景，在合成生物学、多组学、微生物发酵、代谢工程和高精尖设备等领域有丰富研究 经验。公司在生物靛蓝合成技术方面处于国际先进水平，已建立完整的"基因设计-菌株构建-代谢流调 控-发酵优化-产品纯化"技术平台，成功构建了生产天然靛蓝色素的微生物细胞工厂。 目前， 生物合 成靛蓝色素项目中试产量已达40g/L，技术指标达到国际领先水平，产业化生产线即将建成投产 。与 传统化工靛蓝相比，公司的生物靛蓝产品具有环保无毒、生物安全、染色性能优异等显著优势。 公司产品线涵盖 靛蓝、黑色素、红色素、灵菌红素、靛玉红、黄色 ...

综合来看，钟落潭镇的三宗地块共同构成美丽健康产业园的核心载体，将为白云区化妆品产业提供新空间，其中： 美丽健康产业园AB0808060-5地块位于白云区钟落潭镇，东至丽硕大道，总用地面积约13273平方米，计容建筑面积约45244平方米，该地块拟打造集仓 储、研发、生产多功能于一体的现代化美妆研造中心，为新兴美妆品牌提供全链条服务保障，助力产业提质增效。 近日，记者从广州市规划和自然资源局获悉，8月4日上午10时，广州白云区四宗工业用地将集中竞价出让。宗地面积共计62418平方米，计容建筑面积共 计208440平方米。此次挂牌出让的4宗地块，分别位于太和镇大沥村和钟落潭镇，涵盖科学研究和技术服务、现代化美妆、合成生物等多个领域。 这四宗工业用地从分布来看，一块位于太和镇大沥村的未来产业创新核心区，另外三块位于钟落潭镇的美丽健康产业园。四宗土地均为一类工业用地 （M1），各自承载着不同的产业使命，这种集群式出让体现了白云区优化产业空间布局的战略考量。 建设研究型科技平台，加速创新成果转化 位于太和镇大沥村的未来产业创新核心区AB1207046地块是此次出让中面积最大的地块，总用地面积约23891平方米，计容建筑 ...

相信集团可充分利用基金专业投资团队的资源，通过基金有效控制并购及创新项目的风险，确保目标公 司的质量，储备优质战略项目资源，并加速集团的战略并购，从而实现其在医药行业的战略目标，提升 集团中长期的可持续发展能力。 格隆汇7月17日丨华润医药(03320.HK)公告，华润医药（成都）企业管理合伙企业（有限合伙）（作为 普通合伙人）、华润医药投资有限公司（公司的全资附属公司）、华润博雅生物制药集团股份有限公 司、东阿阿胶股份有限公司（公司的非全资附属公司）、华润双鹤药业股份有限公司（公司的非全资附 属公司）、江中药业股份有限公司（公司的非全资附属公司）、成都润药产业投资合伙企业（有限合 伙）（基金投资团队持有的雇员持股平台，为独立第三方），以及五名其他独立第三方（作为有限合伙 人）拟就成立合资基金（暂时名为华润医药（成都）创新投资基金合伙企业（有限合伙））订立有限合 伙协议，拟议规模为人民币10亿元，总年期为七年。集团的拟议资本承担总额将约为人民币245百万 元，占基金资本承担总额约24.5%。 预期基金将主要从事股权投资、创业资本及投资管理活动，主要投资医药及健康产业以及战略性新兴领 域。考虑到成都政府的产业政 ...

【环球网科技报道 记者 林迪】7月16日，第三届中国国际供应链促进博览会（链博会）正式开幕，鲁商集团旗下福瑞达携"中药绿色智造+合成生物"双擎成 果亮相，集中展示从中药提取、合成生物原料到终端护肤品、口服健康品的全链条创新。 另一款MatrixColla-1 愈胶原则采用Ⅲ型重组胶原、弹性蛋白、纤连蛋白精准配比，模拟真皮层细胞外基质结构，实现"由内而外"全维度抗衰。 绿色供应链：可降解包装缩短降解周期 60% 绿色可持续贯穿全链。福瑞达出口原料矩阵——二羟基苯乙醇、透明质酸钠Hyaskin®、hyaoligo®、依克多因等皆通过欧盟ECOCERT认证，生物发酵工艺较 传统化学法减排35%。现场放置的透明箱对比展示：传统PE瓶需450年降解，而珂谧系列植物基包装仅需180天即可完全分解，且密封性、跌落测试均优于行 业标准。 记者来到展区现场，明颜舒萃、MatrixColla-1 愈胶原、珂谧穿膜胶原棒等明星产品前排起体验长队，一株积雪草到一支抗衰精华的"绿色旅程"被完整还原， 直观呈现中国美妆与健康产业的科技跃迁。 "我们要打造的不是'单点闪光'，而是'全域创新'的科创生态。"鲁商集团相关负责人表示，福瑞达此次 ...

Core Insights - Nanyang, located in southern Henan, has a strong foundation for biomass manufacturing and energy conversion, with over 30 million tons of biomass raw materials produced annually, including over 10 million tons of crop straw and over 10 million livestock [1] - The "2025 Nanyang Synthetic Biology Industry Conference" established the "Central Plains Synthetic Biology Industry-Academia-Research Innovation Alliance" and released the "Biomanufacturing Pilot Zone Action Plan" 1.0, aiming to develop a trillion-level synthetic biology industry cluster [1][5] - The synthetic biology industry in Nanyang has a solid demand foundation, with Muyuan, a leading pig farming company, driving the development of synthetic biology technology through cost reduction initiatives [1][3] Company Developments - In 2023, Muyuan partnered with Westlake University to establish the Nanyang Westlake Muyuan Synthetic Biology Research Institute and Muyuan Laboratory, focusing on producing small amino acids through synthetic biology technology [2] - Muyuan's production of synthetic biological products has commenced, with an annual output of 30,000 tons, promoting the industrialization of amino acid biosynthesis technology [2] Financial Performance - Muyuan's 2025 mid-year performance forecast indicates a net profit of 10.2 billion to 10.7 billion yuan, representing a year-on-year increase of 1129.97% to 1190.26% [3] - The company expects a non-net profit of 10.6 billion to 11.1 billion yuan, reflecting a year-on-year growth of 882.95% to 929.31% [3] - The significant increase in performance is attributed to a rise in pig output and a decrease in breeding costs, with the total cost of pig farming dropping from 13.1 yuan/kg at the beginning of the year to below 12.1 yuan/kg by June [3] Industry Trends - The application of synthetic biology technology in the livestock industry is just a small part of its potential, with future applications expected in materials, agricultural technology, food, and healthcare [4] - Nanyang is developing a comprehensive industrial support service system, focusing on energy integration and logistics to further reduce production costs [4][6] - The region aims to focus on key areas such as feed amino acid substitution, biomedicine, and bio-based materials, driving the entire industry chain upgrade through breakthroughs in synthetic biology [6]

Core Insights - The article discusses the potential of synthetic biology to address various global challenges, including energy security, food safety, and mental health issues [1][3][4]. Group 1: Synthetic Biology Overview - Synthetic biology is presented as a solution to resource scarcity and environmental pollution, with a focus on sustainable utilization of natural resources [3][4]. - The evolution of biotechnology is outlined, from natural fermentation (first generation) to directed fermentation (second generation) and finally to synthetic biology (third generation), which involves designing and modifying microorganisms for specific human needs [3][4]. Group 2: Future Applications and Innovations - The concept of "cell factories" is introduced, where high-yield crops like corn and wheat serve as fermentation raw materials, and genetically modified strains are used to produce desired substances [4]. - Future advancements may allow for the synthesis of materials directly from atmospheric nitrogen and carbon dioxide, eliminating the need for traditional agricultural inputs [4]. Group 3: Ethical Considerations and Public Engagement - Ethical concerns regarding the misuse of synthetic biology, such as cloning and the revival of extinct species, are highlighted, emphasizing the need for cautious research and public consensus on boundaries [9]. - The engagement of young students in discussions about synthetic biology reflects a growing interest in the field, with imaginative ideas about potential applications, such as creating hybrid fruits or reviving extinct animals [5][7][9].

浙江省合成生物产业技术联盟 将作为 8月20-22日在浙江·宁波 举办的 SynBioCon 2025第四届合成生物绿色生物制造大会 的「 支持单位 」之一。同时， 浙江大学杭州国 际科创中心 姚远教授 将出席 「 AI+生物智造 」专场。 2025年初，浙江省经济和信息化厅 正式公布 《浙江省加快合成生物产业创新发展的实施方案》 ，该方案 涉 及 合成生物学与绿色生物制造 6 大发展方向 、 浙江 11 大地区产业布局 、 浙江 9 大高校和科研院所 重点任务、10大核心技术攻关 。同时，方案目标规划 合成生物核心企业产值达200亿元，相关产业总规模 达1500亿元 ，形成具有国际影响力的合成生物产业创新发展高地。 点击更多阅读 ： 到2027年总规模达1500亿！浙江省加快合成生物产业创新发展方案印发！ 浙江省合成生物产业技术联盟 （简称"联盟"）是浙江省经济和信息化厅指导，经省经信厅正式批准，由 浙 江大学杭州国际科创中心 牵头，联合浙江省合成生物产业链相关链主企业、高科技企业、科研院所等共同 发起成立的跨行业、开放性的非营利组织。 联盟将充分发挥浙江大学杭州国际科创中心在 人才培育、技术创新、高能级平 ...

Core Insights - The report indicates that China's health technology industry has transitioned from a high-speed development phase to a deep transformation phase, aiming for high-quality evolution [1] - The report focuses on the supply status of the health technology industry in China, analyzing four sub-sectors: nucleic acid drugs, synthetic biology, medical robots, and medical large models [1] - It highlights that China is entering a leading position globally in artificial intelligence drug discovery and development, with domestic companies enhancing their self-research and innovation capabilities [1] - The medical technology market in China is projected to exceed 100 billion in 2024, with steady growth expected despite a slowdown in growth rates from 2025 to 2027 [1] Industry Overview - The report categorizes the health technology industry into upstream (technology-enabled pharmaceuticals, medical devices, and smart hospital R&D), midstream (technology-enabled production and manufacturing), and downstream (technology-enabled service terminals and payment methods) [1] - The report emphasizes the challenges faced by health technology companies in areas such as research innovation, business model transformation, international expansion, and product development [1] Event Highlights - The first Health Technology 50 report was released at a conference in Beijing, where 70 outstanding companies were selected based on field assessments and evaluation models [2] - The event aimed to enhance the visibility and influence of the listed companies within the industry and to create a platform for communication and sharing [2] - Discussions at the event included topics such as artificial intelligence large model technology, digital operation platforms, and digital health ecosystems [2]

Core Insights - The article discusses the launch of the "Synthetic Human Genome Project" (SynHG), led by Professor Jason Chin from the University of Oxford, with funding of £10 million from the Wellcome Trust, aiming to chemically synthesize a complete human genome [1][2] - The project is expected to develop foundational tools and methods that will support future research in synthetic biology, potentially leading to new discoveries about how cells utilize their genomes [2][3] Group 1: Project Overview - SynHG is the first of its kind globally, with a goal to construct a complete human genome through chemical synthesis [1] - The project aims to establish a technical framework within five years and to synthesize a complete human chromosome within 5-10 years, facing significant scientific challenges [2] Group 2: Scientific Implications - Professor Jason Chin emphasizes that the ability to synthesize large genomes could fundamentally change the understanding of genomic biology and expand the capabilities of biotechnology and medicine [3] - The project is not about creating life but focuses on understanding gene expression regulation mechanisms [3] Group 3: Future Directions and Events - The upcoming "Synthetic Biology and Green Bio-Manufacturing Conference" (SynBioCon 2025) will take place from August 20-22 in Ningbo, Zhejiang, focusing on the intersection of AI and bio-manufacturing [4][5] - The conference will explore trends in bio-manufacturing, innovative technologies, and the potential for technology transfer and talent acquisition in the industry [4]