蔚蓝生物（603739.SH）10月14日在投资者互动平台表示，公司不存在生物可降解材料（如PHA）的业 务布局或生物基单体的研发项目。公司更多具体产品或项目信息请查阅公司在上海证券交易所网站披露 的定期报告。公司将严格按照《上海证券交易所股票上市规则》等相关规定进行公告，及时履行信息披 露义务，有关信息请以公司在上海证券交易所网站披露的相关公告为准。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：我们关注到，公司在2024年年报中提及"合成生物学技 术平台"是核心发展方向之一，而工信部等六部门也明确要求推动生物基材料研发与产业化。请问公 司： 在该平台下，关于生物可降解材料（如PHA）或生物基单体的研发目前是否已进入中试或产业化 准备阶段？ 是否有计划利用该技术平台，响应政策号召，向生物基化工材料领域进行拓展？ ...

Core Viewpoint - The article discusses the intensifying global competition for carbon neutrality and how the bio-based industry can address three major contradictions: reliance on upstream raw materials, certification barriers in the midstream, and limitations in downstream applications [1] Group 1: Event Overview - A closed-door meeting focused on industry breakthroughs was held from May 25-27 during the 2025 Bio-based Conference and Exhibition in Shanghai [4] - The "2025 Bio-based Industry Strategic Seminar" was co-hosted by DT New Materials and the Zhoushan Investment Promotion Center [4] - 25 representatives from industry associations, well-known brands, material companies, and research institutions gathered to discuss three core topics: market reshaping, policy collaboration, and technological breakthroughs [6] Group 2: Key Insights from the Opening Report - The opening report emphasized that bio-based materials are a core pathway for the chemical industry to achieve sustainable development [8] - It highlighted that China's "dual carbon" policy is accelerating implementation, with industry associations promoting collaborative development through policy recommendations, standard setting, and technological rewards [8] Group 3: Brand User Demands - Certification and traceability have become essential prerequisites for collaboration, with international brands requiring non-food bio-based raw material certification [10] - Brands are generally willing to accept a price increase of up to 10%, but significant cost increases could hinder market promotion [11] - Performance must be contextualized, with specific demands for lightweight and decorative bio-based materials in automotive parts and integrated packaging solutions in cosmetics [11] Group 4: Strategies for Bio-based Material Companies - The industrialization of FDCA (2,5-furandicarboxylic acid) faces challenges, with current prices being 40 times that of PTA, making large-scale production crucial for cost reduction [14] - Companies need to identify unique value scenarios beyond merely replacing petroleum-based materials [14] - There is a call for policy collaboration to align with the EU's Packaging and Packaging Waste Regulation (PPWR) and to develop a bio-based materials standard system in China [14] Group 5: AI Empowerment in Bio-manufacturing - Companies shared practices of using AI to reduce R&D costs by 30% through protein modification, enhancing enzyme efficiency, and shortening development cycles [16] - Addressing purity issues is critical for high-end applications, with a need for collaboration across the entire supply chain [16] Group 6: Zhoushan's Strategic Positioning - Zhoushan aims to become a new hub for the bio-based industry by attracting projects related to PLA, PHA, FDCA-PEF, and other materials, providing comprehensive support [17] - The region has already gathered benchmark companies, indicating an initial scale of the industry chain ecosystem [17] Group 7: Consensus on Industry Collaboration - The meeting reached three core conclusions: 1. Non-food raw materials are essential for large-scale commercialization, requiring dual drivers of policy and technological innovation [20] 2. Accelerating the establishment of carbon footprint standards aligned with international norms is necessary to break down green trade barriers [20] 3. Collaboration between brands and material suppliers is needed to shift from performance substitution to value creation [20] - The meeting emphasized that bio-based materials represent a shift in competition rather than a shortcut, necessitating collective efforts across the entire industry chain to overcome the "valley of death" from laboratory to large-scale production [20]