主持和参与国家级课题3项、省部级课题40余项，国际合作项目5项，联合出版专著15部，在国内外期刊发表文章50余篇，获日本废弃物学会优秀成果奖1 次、年度优秀论文奖1次。参与起草《促消费扩内需对策研究报告》《消费品工业"三品"专项行动实施效果评估报告》《关于开展工业产品生态设计的指 导意见》《中国降低荧光灯含汞量路线图》等多项重要技术报告和政策规划文件。 赛迪智库·消费品工业研究所 李博洋 消费品工业研究所 所长 长期从事消费品工业高质量发展、工业产品绿色设计、工业绿色低碳转型等领域的管理政策研究、产业规划制定与战略决策咨询等工作。 生物制造，是"十五五"规划《建议》提出的六大未来产业之一。什么是生物制造？它又能干什么？比如细胞，它无时无刻不在进行新陈代谢，吃下食物， 然后把代谢的产物排出体外，这是大自然的精妙设计。但今天，人类已经开始掌握其中的奥秘，把它变成了工业生产的一个环节。生物制造，就是科学家 们把这些微小生物体的内部，变成一个小工厂，吃下原材料，生产出我们需要的产品，比如把秸秆变成环保材料，把二氧化碳变成饲料蛋白，把贝壳做成 牙齿修复材料。这不是一个变魔法的过程，而是以生物工程、基因工程等科学技术为源 ...

央视网消息（焦点访谈）：生物制造，是"十五五"规划《建议》提出的六大未来产业之一。什么是生物制造？它又能干什么？比如细胞，它无时无刻不 在进行新陈代谢，吃下食物，然后把代谢的产物排出体外。这是大自然的精妙设计。但今天，人类已经开始掌握其中的奥秘，把它变成了工业生产的一个环 节。生物制造，就是科学家们把这些微小生物体的内部，变成一个小工厂，吃下原材料，生产出我们需要的产品，比如把秸秆变成环保材料，把二氧化碳变 成饲料蛋白，把贝壳做成牙齿修复材料。这不是一个变魔法的过程，而是以生物工程、基因工程等科学技术为源头到工业化生产的一个完整产业链。 衣服、药品、吸管......这些东西看起来似乎有些普通，但这些产品却有些不同，它们的生产都属于一个大产业——生物制造。 这里最重要的生产车间就是一个个大发酵罐，里面不断搅动的液体，满是正在工作的细胞。 在企业实验室里，借助显微镜能更近一步看到每个正在生产的细胞到底是什么样的。 微构工场副总裁欧阳鹏飞："这个细胞可以看到里面有五个不同的小区域，每个小区域就代表一个PHA的颗粒，里面不同的颗粒挤在一起，填满了整个 细胞，这就代表着一个细胞已经积累了非常非常多的PHA。我们的终极目 ...

上海是全国低空经济领跑者，金山区华东无人机基地是全国首批"民用无人驾驶航空试验区"，全国 50%以上的eVTOL（电动垂直起降飞行器）头部企业已选择上海。闵行区组建低空经济产业联盟，集聚 上海交通大学、华东师范大学，以及中航机载、航天氢能等"国家队"，还有整机头部企业、配套企业 等，全区低空经济协同发展格局初步形成。近期，时的科技的E20全尺寸工程样机完成风洞测试与地面 滑行试验，沃兰特航空"VB-2X"验证机完成首飞。这两家闵行区内企业今年以来签约订单总额逾150亿 美元。另外，杨浦区提出打造低空经济产业创新高地和商业应用高地，已实现"三个首次"，即首条中心 城区无人机低空物流配送航线、首条跨越高架线航线、首条高校配送航线。据了解，"十五五"期间，上 海要在低空经济技术创新、装备研制、商业示范方面发力，预计到"十五五"末产业规模达1000亿元。 商业航天包括商业火箭、商业卫星、终端设备、运营服务等环节。闵行区正持续推进上海市商业航 天商业火箭特色集聚区建设，围绕链主，精准引进可复用火箭发动机、低成本卫星载荷、激光通信终端 等上下游优质项目。"十五五"期间，上海将全面推动商业航天产业链强链、补链、延链，如加大 ...

Core Insights - The rapid advancement of biomanufacturing technology in China is leading to significant breakthroughs and applications across various industries, including pharmaceuticals, materials, and agriculture [2][3][5] Group 1: Biomanufacturing Applications - Biomanufacturing is increasingly applied in pharmaceuticals, with new strains like DB1 developed to target tumors and activate the immune system [2] - In biobased materials, innovative technologies have achieved record production levels for polyhydroxyalkanoates (PHA) and biobased polyurethane microcapsules [2] - The agricultural sector is seeing advancements through gene editing, resulting in rice varieties with enhanced coenzyme Q10 content without affecting yield [2] Group 2: Policy Support and Industry Development - The Chinese government has included "biomanufacturing" in its work reports for two consecutive years, emphasizing the establishment of a growth mechanism for future industries [3][4] - Various provinces are implementing tailored action plans to accelerate the development of biomanufacturing, aiming to create competitive industry clusters and innovation platforms [4] Group 3: Future Growth Potential - Experts predict that by 2030, the biomanufacturing industry in China could exceed 2.5 trillion yuan, with a compound annual growth rate of 16.8% [5] - The industry is entering a golden period of development, driven by policy measures, technological breakthroughs, and expanding application scenarios [6] Group 4: Challenges and Recommendations - The industry faces challenges such as insufficient raw material development and slow commercialization processes, necessitating collaborative efforts to overcome these hurdles [6][7] - There is a need to enhance the commercialization of research outcomes through partnerships between academic institutions and enterprises [7] - Promoting the integration of artificial intelligence with biomanufacturing can lead to innovative breakthroughs and expand the scope of biomanufacturing applications [7]

Core Viewpoint - The article discusses the challenges faced by COFCO Technology (中粮科技) in the corn deep processing industry, highlighting issues such as industry overcapacity, slow transformation, and declining profitability due to market competition and low margins [1][6][14]. Financial Performance - COFCO Technology's revenue has fluctuated, with a peak of 234.69 billion in 2021, followed by a decline to 203.79 billion in 2023, and a projected revenue of 200.53 billion in 2024 [6][12]. - The company reported a net profit of 10.54 billion in 2021, but faced a loss of over 6 billion in 2023, indicating a significant downturn in financial performance [6][12]. - The gross margin dropped to 5.51% in 2023, reflecting the industry's low profitability and competitive pressures [14][23]. Industry Overview - The corn deep processing industry in China has an overcapacity of 1.2 billion tons, with an actual processing volume of approximately 76 million tons, resulting in an average operating rate of only 63% [7][14]. - COFCO Technology holds a 3.6% market share in the corn starch sector, producing 1.36 million tons, ranking ninth among competitors [7][9]. Business Segments - COFCO Technology operates three main business segments: 1. Alcohol and its by-products, contributing 49% of revenue in 2024 [11]. 2. Starch, starch sugars, and related products, also accounting for nearly half of the revenue [11]. 3. Biodegradable materials, which have not yet generated revenue [11][22]. Market Challenges - The alcohol industry faces severe overcapacity, with a domestic fuel ethanol production capacity of 587.5 million tons against a demand of only 376 million tons, leading to low operating rates [18][19]. - The company is exploring non-grain biomass fuel transitions, but faces challenges in scaling up production due to higher costs associated with cellulose ethanol [20][21]. Growth Opportunities - Potential growth areas include high-end alcohol products, functional sugars, and biodegradable materials, particularly PLA and PHA, which are derived from corn starch [24][25][30]. - The approval of alulose as a new food ingredient may provide a new revenue stream, as it is positioned as a healthier sugar alternative [3][24]. Transformation Efforts - COFCO Technology is attempting to shift its product structure to address market challenges, but the transformation process has been slow and fraught with difficulties [20][32]. - The company has made progress in developing cellulose ethanol and biodegradable materials, but large-scale production remains a challenge due to high costs and competition [21][30].

Group 1 - The core viewpoint of the article emphasizes the rapid development of China's non-grain bio-based materials industry driven by low-carbon transformation and dual carbon strategies, supported by policies and technological advancements [1][18][23] - In 2023, six departments jointly released the "Three-Year Action Plan for Accelerating the Innovative Development of Non-Grain Bio-Based Materials," outlining key goals for 2025 [1][32] - The industry is transitioning from laboratory-scale to large-scale production, with significant projects like the establishment of a 10,000-ton non-grain bio-based rubber production line and a 100,000-ton PLA production line [1][27][23] Group 2 - The non-grain bio-based materials industry is characterized by its use of non-food biomass, which avoids competition with food production and offers sustainable, biodegradable alternatives to traditional petroleum-based materials [7][9][18] - The industry is expected to replace over 30% of grain-based products by 2030, driven by continuous policy support and technological advancements [9][10][18] - The industry is currently in a phase of industrialization breakthroughs, with significant advancements in synthetic biology and CO₂ biomanufacturing technologies [1][27][49] Group 3 - The development of non-grain bio-based materials is crucial for achieving resource security, reducing carbon emissions, and promoting sustainable development [18][19] - The industry has a rich resource endowment, with agricultural waste and forestry residues providing a sustainable raw material supply [40][45] - Technological breakthroughs in synthetic biology and process engineering are accelerating the industrialization of non-grain bio-based materials, enhancing their competitiveness against petroleum-based products [49][50][57]

Core Insights - Shanghai Blue Crystal Microbial Technology Co., Ltd. has achieved significant breakthroughs in the field of polyhydroxyalkanoates (PHA) biomanufacturing, addressing global plastic pollution and carbon neutrality challenges [1][4] - The company has set a global record with a production yield of 300 grams per liter, a 100% carbon source conversion rate, and a 64% reduction in carbon footprint [1][4] Group 1: PHA Production and Characteristics - PHA is a natural biodegradable polymer synthesized by microorganisms, with a degradation efficiency 100 times that of traditional plastics [2] - The historical challenge of scaling PHA production has been addressed by Blue Crystal's innovative use of oil-based raw materials, reducing production costs to $590 per ton [2][3] - The company has achieved a production concentration of 300 grams per liter, surpassing previous industrial benchmarks [2][4] Group 2: Technological Innovations - The Biohybrid technology system developed by the research team has led to two major innovations, enhancing production efficiency and carbon source utilization [4] - The 1.0 version activated the Calvin cycle in industrial strains, increasing fermentation tank yields by 20% [4] - The 2.0 version optimized the oil utilization capacity of strains, achieving a carbon source conversion rate exceeding 100% [4] Group 3: Environmental Impact - The adoption of Biohybrid 2.0 technology has reduced the carbon footprint of PHA to 2.01 kilograms of CO2 equivalent per kilogram, marking a 64% decrease compared to traditional petrochemical plastics [4] - PHA can degrade in approximately two weeks to six months under natural conditions, significantly faster than conventional plastics [5]

Core Viewpoint - Shanghai Blue Crystal Microbial Technology Co., Ltd. has achieved significant advancements in the production of polyhydroxyalkanoates (PHA) through innovative technologies, addressing both plastic pollution and carbon neutrality goals [2][24]. Group 1: Technological Innovations - The company developed the "Biohybrid" technology system, achieving the highest levels of unit yield, cost control, and carbon footprint management in PHA industrial production [4][9]. - A theoretical breakthrough was made in oil-based carbon source routes, with a maximum theoretical conversion rate of 130% and a reduced carbon source cost of $590 per ton, compared to traditional methods [6][8]. - The Biohybrid 1.0 technology improved PHA yield to 260 g/L in a 15-ton fermentation scale, enhancing production efficiency by 20% [11][15]. Group 2: Industrial Scale Achievements - Biohybrid 2.0 technology achieved a record PHA yield of 264 g/L and a 100% conversion rate of plant oil carbon sources at a 150-ton production scale [18][22]. - The integration of Biohybrid 1.0 and 2.0 technologies led to a stable production system with PHA yields exceeding 300 g/L and a carbon source conversion rate over 100% [22][30]. Group 3: Lifecycle Carbon Footprint Research - The company, in collaboration with Oxford University, published the first global study on the lifecycle carbon footprint of PHA, demonstrating a reduction of 64% compared to traditional petrochemical plastics [25][28]. - The study established a comprehensive lifecycle assessment model, revealing that using kitchen waste oil can further lower the carbon footprint to 2.01 kg-CO₂e/kg-Polymer [28][29]. Group 4: Economic Impact and Market Potential - The production cost of PHA has decreased by 41% since 2019, while unit yield has increased by 83%, positioning the company favorably for large-scale production of biodegradable materials [30].