2024年至今，生物制造作为国家战略性新兴产业和未来产业的核心方向，频现于国家相关政策与规划 中。今年以来，凯赛生物联合招商局集团、合肥市政府，以及宁德时代、海澜之家、中外运、中远海发 等行业龙头，携手共建生物制造产业生态圈，以系列生物基新材料推动各下游领域的低碳变革。（厉 平） 进入三季度，凯赛生物的生物法癸二酸与生物基哌啶业务推进顺利，呈现产销两旺态势。与新能源龙头 宁德时代、交运龙头中远海发的合作也取得了高效进展。8月11日，总投资5亿元、规划18条电池壳生产 线及配套设施的凯酰时代生物基电池壳制造基地项目环评文件公示，上游配套年产4.1万吨生物基复合 材料项目也在同步推进。8月28日，公司与中外运集装箱运输有限公司、中远海发旗下上海寰宇物流全 资子公司"上海寰宇青岛箱厂"三方联合打造的全球首个生物基复合材料冷藏集装箱正式交付，填补了国 内生物基材料在冷藏集装箱领域的应用空白，上述示范项目进一步推动了公司核心产品的商业化进度。 10月30日晚间，凯赛生物(688065)披露2025年三季报，公司整体业绩延续半年报涨势。报告显示，公司 今年前三季度营业收入25.45亿元，同比增长14.9%；利润5.03亿 ...

Group 1 - The world's first bio-based composite refrigerated container has been officially delivered, marking a breakthrough in the application of bio-based materials in the refrigerated container sector in China [1] - The bio-based composite material, developed by Shanghai Kasei Biotechnology Co., Ltd., has lower carbon emissions, lighter weight, and recyclable properties compared to traditional metal materials [1] - The material can reduce carbon emissions by 50% compared to traditional petroleum-based products, with a density of only 1/4 that of steel and 2/3 that of aluminum [1] Group 2 - The material exhibits excellent chemical stability and corrosion resistance, eliminating the need for additional rust-proof treatment, thus reducing production costs and environmental pollution [1] - The design flexibility of the material allows for precise engineering of mechanical properties by adjusting fiber layering, akin to "cutting fabric" [1] - As the application market expands and production scales increase, the manufacturing efficiency of key monomers will improve, leading to a continuous decrease in costs [2]

Core Viewpoint - The delivery of the world's first bio-based composite refrigerated container marks a significant advancement in the application of bio-based materials in the cold chain logistics sector, providing a replicable "Chinese solution" for the global container industry’s low-carbon transition [1][3]. Group 1: Product Innovation - The newly delivered refrigerated container utilizes Kasei Biotech's self-developed bio-based polyamide continuous fiber composite materials in key components such as the inner ceiling and side panels [3]. - The bio-based material offers low carbon and high performance, featuring lightweight, high strength, wear resistance, and corrosion resistance, with a density only 1/4 that of steel and 2/3 that of aluminum, while achieving comparable or superior mechanical properties [3]. Group 2: Environmental Impact - The lightweight design significantly reduces the weight of the container, leading to decreased transportation energy consumption and improved logistics efficiency [3]. - The material requires no additional surface treatment to meet functional needs, thereby lowering production costs and environmental pollution [3]. - The lifecycle carbon emissions of the bio-based materials are substantially lower than those of traditional metal materials, aligning with global carbon neutrality trends [3]. Group 3: Future Developments - In addition to the container delivery, a bio-based battery shell manufacturing base project, with a total investment of 500 million yuan, has been established, aiming for an annual production capacity of 2.5 million bio-based battery shells [3]. - The bio-based materials exhibit strong corrosion resistance, maintaining stability in harsh environments such as high humidity and low temperatures, which extends the product's lifespan [3].

Core Viewpoint - The delivery of the world's first bio-based composite refrigerated container marks a significant advancement in the application of bio-based materials in the logistics industry, providing a replicable "Chinese solution" for the global container industry’s low-carbon transition [2][4]. Group 1: Product Innovation - The refrigerated container utilizes Kasei Biotech's bio-based polyamide continuous fiber composite materials in critical components, showcasing low-carbon and high-performance advantages [4]. - The material has a density of only 1/4 that of steel and 2/3 that of aluminum, yet achieves mechanical performance comparable to or better than metal materials [4]. Group 2: Environmental Impact - The bio-based materials significantly reduce the carbon emissions throughout their lifecycle compared to traditional metal materials, aligning with global carbon neutrality trends [4]. - The lightweight design through "plastic replacing steel and aluminum" reduces transportation energy consumption, enhancing logistics efficiency [4]. Group 3: Additional Developments - A new manufacturing base for bio-based battery shells, with a total investment of 500 million yuan, is set to produce 2.5 million sets annually, further expanding the application of bio-based materials [4]. - The materials used in the container do not require additional surface treatment, which lowers production costs and environmental pollution [4]. Group 4: Collaborating Entities - The project involves collaboration with China Merchants Group's subsidiary, China Merchants Container Transportation Co., and COSCO Shipping Development Group's subsidiary, Shanghai Huanyu Qingdao Container Factory [2].