来源：瑞恩资本RyanbenCapital https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0630/2025063000028_c.pdf https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0711/2025071100136_c.pdf 首钢朗泽(02553.HK)公布，由于与首朗吉元相关的纠纷仍在持续，将进一步延迟全球发售及上市，且全 球发售及上市将不会根据补充招股章程进行。首钢朗泽表示，公司及独家整体协调人正谨慎评估全球发 售及上市的经更新时间表。 首钢朗泽，最初于6月30日开始招股，7月2日晚突然宣布延迟上市进程，7月7日再次启动招股，原定于7 月15日上市。 首钢朗泽原计划全球发售2015.98万股H股，每股发售价14.50港元~18.88港元，最多募资约3.81亿港元。 国泰君安国际独家保荐。 首钢朗泽，为一家从事碳捕集、利用和封存行业(亦称为CCUS行业)的公司，主要专注于通过碳捕集和 利用技术生产乙醇及微生物蛋白等低碳产品，并提供低碳综合性解决方案。根据弗若斯特沙利文的资 ...

Group 1 - The upcoming IPO of Shougang Longze represents a rare investment opportunity in the Hong Kong stock market, particularly in the carbon capture, utilization, and storage (CCUS) sector, which is expected to invigorate ESG concept stocks [1] - The market environment since 2025 has been favorable for IPOs, with notable examples like Blook and Mixue Ice City demonstrating strong investor sentiment and valuation potential for fundamentally sound companies [2] - The CCUS industry is projected to see significant growth, with global investment expected to rise from $12.6 billion in 2023 to $76.8 billion by 2028, reflecting a compound annual growth rate (CAGR) of 43.5% [3][6] Group 2 - Shougang Longze is the first company in the CCUS industry to commercialize low-carbon product production using validated synthetic biology technology, providing it with a first-mover advantage and substantial growth potential [3][10] - The demand for carbon capture in China is anticipated to increase more than 20 times by 2040, from approximately 20 million tons per year in 2025 to about 630 million tons per year [3] - The company's business model includes the sale of ethanol and microbial protein, as well as comprehensive low-carbon solutions for industrial clients, positioning it uniquely in the market [3][10] Group 3 - The synthetic biology technology utilized by Shougang Longze is expected to be a primary technological pathway for the future development of the CCUS industry, enhancing carbon emission conversion efficiency and aligning with ESG development needs [9] - Shougang Longze's technology is the only verified synthetic biology technology in the CCUS sector, providing a significant competitive advantage and establishing a comprehensive research and development system [10][11] - The company has successfully implemented large-scale production facilities and holds 241 authorized patents, with an additional 102 patents pending, creating a robust intellectual property framework [10][11] Group 4 - Overall, Shougang Longze is positioned as a benchmark in the Hong Kong stock market, combining industry growth potential, technological leadership, and market validation, making it a unique investment opportunity [12]

【SynBioCon】 获 悉，7月2日，北京首钢朗泽科技股份有限公司（简称"首钢朗泽"）发布公告称， 全球发售及上市计划延迟，将退回申请股款 。 6月 27日，首钢朗泽通过港交所主板上市聆讯，并原定于7月9日在港交所挂牌上市。 首钢朗泽公告称， 6月27日，公司收到一份民事起诉状， 公司被列为被告。 公司拟将所得款项净额约37.9%用于资助在中国内蒙古包头建设和开发 SAF 生产设施，21.2%用于河北首朗二期设施，11.4%用于 菌株、生产设备及工 艺以及智能生产管理系统 的研究与开发，14.1%用于四个生产设施的技术升级，5.3%用于新产品的开发，10%用于一般公司用途和营运资金需求。 图片来源：公司公告 该公司原定计划发行约2,016万股H股，一成于香港作公开发售，招股价介乎14.5港元至18.88港元，集资最多3.8亿港元，每手200股，一手入场费 3,814.1港元。国泰君安国际为独家保荐人。目前认购反应平平，孖展仅录超购5.41倍。 首钢朗泽是一家从事碳捕集、利用和封存行业（亦称为CCUS行业）的公司，主要专注于 通过碳捕集和利用技术生产乙醇及微生物蛋白等低碳产品，并 提供低碳综合性解决方案 。 ...

Core Viewpoint - The article emphasizes the growing interest in the development of new carbon sources and biotechnological conversion, particularly in the context of industrial carbon-rich gas fermentation for fuel ethanol production. Group 1: Industrial Carbon-Rich Gas Fermentation Technology - The anaerobic microorganisms utilize the Wood-Ljungdahl pathway to absorb and fix CO and CO2 from industrial carbon-rich gases, synthesizing products like acetic acid and ethanol. The main advantages of this technology include low energy consumption, high safety, strong substrate specificity of enzymes, and high adaptability to raw material gas composition [3][4]. - The overall efficient conversion process is identified as a core challenge for scaling up industrial applications, closely related to stable gas supply, efficient strain development, fermentation process optimization, and market prospects [3][4]. Group 2: Progress of Industrial Carbon-Rich Gas Biomanufacturing Enterprises - Companies like LanzaTech and Jupeng Bio have established multiple industrial fermentation facilities. LanzaTech, a leader in gas fermentation, has formed a joint venture with Shougang Group, operating four production bases in China with an annual capacity of 210,000 tons of fuel ethanol and 23,200 tons of microbial protein by 2025 [4][6]. - Jupeng Bio is noted for its unique full-chain technology from biomass gasification to gas fermentation, with a demonstration plant completed in 2021 and a large-scale commercial facility under construction in Inner Mongolia [6][8]. - Other companies such as Synata Bio and Jitai Laibo Bio are rapidly developing in this field, with Synata Bio's 10-ton gas fermentation facility already completed [7][8]. Group 3: Challenges in Industrialization - The technology faces four main challenges: 1. **Gas Source Stability**: Variability in gas composition and quantity from upstream industries can affect the growth and metabolism of acetic acid-producing bacteria, potentially leading to fermentation system failure [9]. 2. **Process Control Precision**: There is a need for precise control technologies for gas inflow and product composition, as current methods for monitoring CO levels are inadequate [10][11]. 3. **Reactor Design**: Existing reactors often have low capacity and high production costs, necessitating the development of larger reactors while considering efficiency and operational costs [16][17]. 4. **Separation and Purification**: The low concentration of ethanol in fermentation necessitates the development of new separation technologies to reduce energy consumption during purification [20][22]. Group 4: Upcoming Industry Events - The Fourth Synthetic Biology and Green Bio-Manufacturing Conference will be held from August 20-22, 2025, in Ningbo, Zhejiang, focusing on new carbon source exploration and bioconversion opportunities [23][28].

Group 1 - The company, Shougang Longze, plans to conduct an IPO from June 30 to July 4, 2025, offering 20.1598 million H-shares, with 10% allocated for Hong Kong and 90% for international sales, at a price not exceeding HKD 18.88 per share and not lower than HKD 14.50 per share [1] - The company specializes in the Carbon Capture, Utilization, and Storage (CCUS) industry, focusing on producing low-carbon products such as ethanol and microbial protein through carbon capture and utilization technology [1] - Since its establishment in 2011, the company has made significant breakthroughs in applying its proprietary synthetic biology technology for industrial production, including the world's first industrial facility that uses carbon-containing industrial waste gas from steel and ferroalloy plants for fermentation to produce ethanol and microbial protein [1] Group 2 - The company's revenue grew rapidly, increasing by 52.1% from RMB 389.5 million in 2022 to RMB 593 million in 2023, but then decreased by 4.9% to RMB 564 million in 2024 [2] - The company reported losses of RMB 23.9 million, RMB 110 million, and RMB 246 million for the years ending December 31, 2022, 2023, and 2024, respectively [2] - The company's EBITDA (non-IFRS measure) for the years ending December 31, 2022, 2023, and 2024 were RMB 33.1 million, RMB 14.2 million, and -RMB 82.5 million, respectively [2] Group 3 - The company intends to use the net proceeds of HKD 284 million from the IPO for various purposes, including approximately 37.9% for developing SAF production facilities in Baotou, Inner Mongolia, and 21.2% for the second phase of production facilities in Hebei [3] - About 11.4% of the proceeds will be allocated for R&D of strains, production equipment, and smart production management systems to enhance production efficiency, while 14.1% will be used for technological upgrades of four production facilities [3] - The remaining proceeds will be used for new product development (5.3%) and general corporate purposes and working capital needs (10.0%) [3]

智通财经APP获悉，据港交所6月27日披露，北京首钢朗泽科技股份有限公司(简称：首钢朗泽)通过港交所主板上 市聆讯，国泰君安国际为其独家保荐人。 未来发展机遇上，根据弗若斯特沙利文的资料，全球CCUS行业的年投资额预计将从2023年的126亿美元增至2028 年的768亿美元，预计同期以43.5%的复合年增长率增长。作为碳排放量大国，中国CCUS行业的年投资额预计将 从2023年的人民币216亿元增至2028年的人民币993亿元，预计同期以35.7%的复合年增长率增长。 公司对客户依赖度较高。于往绩记录期间各年，公司自五大客户产生的收入分别占各年度总收入的82.1%、86.0% 及78.9%。于往绩记录期间各年，公司自最大客户产生的收入分别占各年度总收入的37.5%、 46.5%及26.3%。 招股书显示，首钢朗泽是一家从事碳捕集、利用和封存行业(亦称为CCUS行业)的公司，主要专注于通过碳捕集和 利用技术生产乙醇及微生物蛋白等低碳产品，并提供低碳综合性解决方案。 根据弗若斯特沙利文的资料，公司是全球CCUS行业中唯一一家利用经过验证的合成生物技术实现低碳产品生产 商业化及规模化的公司。公司实现了多个突破性创 ...

6月11日，记者在第三十二届中国北京种业大会新闻通气会上获悉，大会将于9月11日至14日举行。本届 大会以"深化区域协同 聚力种业振兴"为主题，设置"1+7"个会场，主会场设于通州区，平谷、丰台、延 庆、朝阳、大兴、海淀、昌平七区设立分会场，携手推出"1+1+1+10+N"系列精彩活动。 通州主会场汇聚前沿科技，市民可一站式采购京津冀农产品 作为中国种业行业历史最久、最具规模和影响力的活动之一，中国北京种业大会已走过31个年头，已经 成为创新引领产业升级的前沿阵地。今年大会将于9月11日在通州国际种业科技园区开幕，同时举行"农 业中关村"主论坛，为期3天的科技成果交流体验活动拉开序幕。 主会场将汇聚生物育种、合成生物、智慧农业与智能装备三大板块的前沿成果展示交流和体验，例如抗 蓝耳病猪新品种、转基因&基因编辑育种技术平台，生物培育肉、人造肉和微生物蛋白，"数字京村"乡 村智慧大脑、"农科小智"咨询服务机器人、智能农机装备和智能农业服务场景等。 科技成果交流体验活动包括百项农业科技成果展示、百项冠名发布服务呈现，以及百家新型农业经济合 作主体的线上直播互动，这些环节将有力地推动农业科技产品供需双方的精准匹配。目 ...

Core Viewpoint - The plan aims to establish Pinggu District as a leading domestic hub for the alternative protein industry, targeting a scale of 100 billion yuan by 2027 [1] Group 1: Strategic Directions - The plan focuses on five strategic directions: breakthrough key technologies, platform empowerment for results transformation, scenario-driven demonstration promotion, nurturing emerging industries, and collaborative regional development [2] - It outlines 14 key tasks across four major areas, with the goal of creating a nationally leading innovation application hub for alternative proteins by 2027 [2] Group 2: Technological Development - The plan emphasizes core technology research, particularly in frontier areas such as plant protein, microbial protein, and cell-cultured protein [2] - It supports technology companies in collaboration with domestic and international universities and research institutions to create comprehensive innovation platforms that integrate R&D, incubation, and transformation [2] Group 3: Industry Structure - The plan establishes a "3+X" industry cultivation system, focusing on the development of plant-based meat and dairy alternatives, addressing specific consumer needs such as allergies and youth nutrition [2] - It aims to overcome key technological bottlenecks in microbial protein production, particularly in filamentous fungi, to facilitate the transition from lab research to industrial-scale production [2] - The cell-cultured protein sector will focus on foundational technology research to achieve breakthroughs in efficient cell proliferation and differentiation [2] Group 4: Additional Directions - The plan encourages exploration of other development directions such as insect protein and synthetic protein, promoting innovation applications in animal feed and functional foods [3] - To ensure successful implementation of the plan, Pinggu District plans to establish high-level public service platforms for alternative protein bio-manufacturing [3]

以下文章来源于中国科学院天津工业生物所 ，作者TIBCAS 中国科学院天津工业生物所 . 工业生物技术科学传播，天津工业生物所新闻动态 ⾮粮原料生物制造可持续蛋⽩挑战与实践策略 基因组尺度代谢模型与合成生物学技术重构了 K. phaffii 的代谢⽹络拓扑结构推动了 K. phaffii 底盘工程化的⾰命性变⾰ 相关成果分别在 Trends in Biotechnology 和 Biotechnology Advances 期刊发表综述文章，系统阐述了非粮原料生物制造微生物蛋白的技术突 破，体现了合成生物学与交叉学科融合对可持续蛋白质生产的推动作用。未来研究趋势将聚焦于底盘细胞的超进化设计、负碳制造系统的闭环整合，以 及 AI 驱动的智能生物制造平台构建，为粮食安全提供可持续蛋白替代，助力碳中和目标。 相关研究得到国家重点研发计划、中国科学院战略性先导科技专项等项目资助。天津工业生物技术研究所高乐副研究员为论文第一作者，吴信研究员和 高乐副研究员为共同通讯作者。 推荐阅读 ： 中国科学院天津工生所吴信研究员: 降解木质素新进展 | 课题组招聘 ▌ 参考信息： 本文部分素材 来自天津工生所，由作 者重新 编写， ...

团队前期的工作围绕甲醇作为一种可再生的 C1 化合物以及与二氧化碳氢化合成技术的重大突破，通过碳氮协同耦合代谢工程与基因组扰动等多重策 略，有效提升天然甲基营养菌中甲醇向单细胞蛋白的定向转化效率，进而突破工业菌株性能极限，为利用甲醇作为碳源生物制造微生物蛋白大规模工业 化生产提供了关键技术支持；在气态非粮生物制造微生物蛋白方面，通过构建大肠杆菌中的光 - 暗反应能量适配器，实现光驱动 CO 2 同化的全细胞 催化过程；通过电催化 - 生物耦合技术，可将电化学还原 CO 2 生成的甲酸盐与微生物同化模块精准对接，为气态非粮原料的转化技术开辟了负碳生 物制造微生物蛋白的新维度；在固态非粮原料生物合成微生物蛋白技术方面，该团队通过机器学习模型，基于木质纤维素结构特性破译出降解酶系组成 的新算法，进而摆脱复杂性底物结构 - 多样性酶系构效关系的实验先验，精准定制了多种地源性木质纤维素来源的微生物蛋白，达到地源性农业废弃 物资源利用与微生物蛋白生物合成"一草双收"效果。这些创新转化模式不仅提升了农业废弃物资源化利用经济价值，更开辟了农业废弃物规模化生物 合成微生物蛋白的工业化新路径。 以下文章来源于中国科学院天津工业生 ...