【SynBioCon】 获 悉，12月22日，上海市发布《上海市加快食品科技创新赋能产业发展行动方案（2026—2030年）》。 关键词 | 全球政策进展 |上海|食品科技 方案提及，到2027年， 实现合成生物食品创制重要突破 ，提升食品数智化制造水平。 研制并获批3—5种新食品原料、食品添加剂新品种、食品相关产品新品种 （以下简称"三新食品"） ， 开发1—2个特殊医学用途配方食品；引育5家以上具 有食品创制核心技术与数智化制造能力的自主创新企业 ；建立健全食品产业发展的标准体系，形成研、检、审联动的协同机制。 到2030年，打造具有全球影响力的食品科技创新策源地与产业高地，形成更安全、更健康、更便捷、可持续的食品创新生态。 加快新食品原料挖掘 。以功能性蛋白、糖类、脂质开发为重点，兼顾功能活性物质、香料、色素等分子创制，拓展天然来源或人工合成的新食品原料，解 析生理调控与代谢机制，开展新型功能成分的发掘提取、稳态化、递送技术研究，提高活性保留率与生物利用度。（市科委） 加快生物合成技术迭代 。通过合成生物学与人工智能深度融合，持续提升标准化元件及底盘细胞的性能与适配度，推动高通量细胞筛选、异源高效表达、 ...

人民财讯12月22日电，上海市科学技术委员会等多部门印发《上海市加快食品科技创新赋能产业发展行 动方案(2026—2030年)》，其中指出，支持新型食品研发。开展替代蛋白、人造肉、人造奶、3D打印食 品、藻类等新食品研发，创制具有生理调控功能的活性肽、工程益生菌、益生元、后生元、食药同源食 品、适老食品等产品，满足多元化食物消费需求、个性化营养健康需求和可持续发展需求。 ...

Core Insights - The Ministry of Natural Resources has released 12 typical cases of layered sea area usage rights, providing replicable and promotable practices for the utilization of marine areas nationwide [1] - Two cases from Dalian, namely Changhai County's layered aquaculture and Pulandian District's "fishing-solar complementary" project, have been selected as examples [1] Group 1: Changhai County Case - Changhai County has confirmed a sea area usage of 8.087 million acres, with 466,000 acres designated for layered aquaculture [2] - The layered usage rights allow aquaculture operators to cultivate shellfish, fish, and algae on the water surface and in the water body, while also breeding high-value species like abalone and sea cucumbers on the seabed [2] - The county's sea area usage fees have exceeded 380 million yuan for two consecutive years, with a projected fishery output of 732,000 tons and a fishery value of 10.09 billion yuan in 2024, reflecting a year-on-year growth of 3.7% [2] Group 2: Pulandian District Case - The "Dalian Coastal Tidal Flat Source Network and Energy Storage Integrated Demonstration Base Project" is the first coastal tidal flat power generation demonstration project in the province, covering an area of approximately 2,800 acres [2] - This project employs an innovative layered development model that integrates marine aquaculture with solar power generation, enhancing resource utilization and economic benefits [2] - The project emphasizes ecological protection, saving approximately 51,100 tons of standard coal annually and reducing carbon dioxide emissions by about 134,900 tons [3]

Core Insights - The chairman of the company, Gai Quan Hong, emphasized the establishment of a strong competitive moat in the appetizer cold dish sector, aiming to become a leading brand in China [1] - Despite fierce competition in the market, there remains significant growth potential, and the company plans to enhance its organizational and human resource capabilities while expanding both domestic and international markets [1][5] Company Strategy - The company has maintained efficient operations at its Dalian and Huai'an bases, leveraging local natural and agricultural advantages to grow its market presence [2] - The focus on R&D is crucial, with the company adopting a triangular R&D model to enhance product quality and innovation, ensuring a diverse product lineup beyond traditional offerings [3] - Collaborations with universities and research centers have been established to bolster R&D efforts in cold dish products, leading to successful outcomes in marine and edible fungi products [3] Market Dynamics - The cold dish market has evolved from informal production methods to a more professional approach, driven by rising labor costs and increasing consumer demands for food safety and quality [4] - The company is positioned to benefit from the growing trend of large restaurant chains outsourcing cold dish production to specialized companies, enhancing supply chain stability and cost efficiency [4] Expansion Plans - The company is actively expanding its national footprint, with the Huai'an base enhancing production capacity and market reach, particularly in economically developed regions [8] - Future plans include establishing multiple "satellite factories" around core markets to optimize production and reduce transportation costs [8][9] - The company is also advancing its Shanghai headquarters to leverage regional advantages for further business growth [9] Financial Support - The company has successfully navigated the capital markets, transitioning from the New Third Board to the Beijing Stock Exchange, which has provided significant support for its growth initiatives [10] - The construction of the Huai'an base was funded through capital raised during its listing, and the company is now planning to issue convertible bonds to support further expansion into the meat and seafood pre-prepared dish sectors [10]

盖世食品董事长盖泉泓日前在接受中国证券报记者采访时表示，经过多年深耕，盖世食品已在开胃凉菜 领域建立了深厚的护城河，综合竞争力不断增强，为实现打造中国开胃凉菜领导品牌的战略目标奠定了 坚实基础。当前，开胃凉菜细分市场竞争虽然激烈，但市场空间依然巨大，行业发展任重而道远。公司 将进一步强化组织和人力的重要支撑作用，坚持双轮驱动策略，大力拓展国内、国际市场，深耕存量， 拓展增量，B端、C端共同发展，充分利用资本市场赋能效应，全力拓展市场布局，打造开胃凉菜领域 龙头企业。 ● 本报记者 宋维东 深耕凉菜细分赛道 "目前，公司辽宁大连基地和江苏淮安基地都保持着高效运转状态，产品市场表现很出色，这给了我们 巨大信心。"盖泉泓在采访一开始时就对记者说。 这家总部位于大连市旅顺口区的标准化凉菜生产加工企业，凭借辽东半岛得天独厚的自然优势和区位优 势，特别是特色的农产品结构优势，坚持深耕开胃凉菜主业，一路成长壮大，不仅成为知名的北交所上 市公司，还在海内外市场大展拳脚，发展势头强劲。 "公司成立之初，瞄准食用菌、山野菜等大连本地特色资源，聚焦日本市场，打出品牌，积累资源，为 日后扩大业务规模奠定了基础。"盖泉泓说，"近些年来 ...

Core Viewpoint - The company has established a strong competitive advantage in the appetizer cold dish sector and aims to become a leading brand in China, despite fierce competition and significant market potential [1][2]. Company Strategy - The company plans to enhance its organizational and human resource capabilities while pursuing a dual-driven strategy to expand both domestic and international markets [1][2]. - The company emphasizes the importance of research and development (R&D) in food processing, aiming to become a R&D-driven enterprise with a focus on product innovation and safety [2][3]. Market Performance - The company has seen significant growth in product sales, particularly in fish roe and marine delicacies, with overall revenue and net profit continuing to show steady growth [3][4]. - The increasing popularity of appetizer cold dishes is attributed to rising labor costs and food safety concerns, leading many large restaurant chains to outsource production to specialized companies [4]. Production and Supply Chain - The company operates two main production bases in Dalian and Huai'an, optimizing its supply chain and reducing transportation costs by being closer to raw material sources [5][6]. - The Huai'an base focuses on mushroom and vegetable products, while the Dalian base specializes in algae, fish roe, and marine delicacies, enhancing overall production capacity [5][6]. Expansion Plans - The company is actively expanding its national footprint, planning to establish multiple "satellite factories" around key markets to improve market responsiveness and reduce costs [6][7]. - The company is also developing a second phase of the Huai'an base to enhance its product offerings in the meat and seafood pre-prepared dish sector, aiming to create a comprehensive product matrix [8]. Capital Market Support - The company has benefited from its listing on the stock market, which has provided significant support for its growth and development initiatives, including the construction of the Huai'an base [7][8].

Group 1: Company Structure and Relationships - The company is controlled by the Dalian State-owned Assets Supervision and Administration Commission, with the recent restructuring plan involving the transfer of controlling shareholder from Yanhua Group to Haihua Group [2][3]. - Haihua Group is the indirect controlling shareholder of the company, and any significant developments will be disclosed in accordance with regulations [2]. Group 2: Research and Development Focus - R&D expenses are allocated to various fields, including aquatic seedling cultivation, marine environmental modeling, and high-end product development [2][3]. - The company is a leader in polyploid aquatic seedling cultivation, particularly in shellfish, with a focus on accelerating technology transfer and market collaboration [3][4]. Group 3: Risk Management and Business Diversification - The company aims to enhance risk resilience through optimized breeding techniques, diversified farming areas, and improved environmental monitoring [4][5]. - Strategies include expanding high-value seafood and processed products, transitioning from a single species to a multi-species ecological farming model [4][5]. Group 4: Financial Health and Debt Management - The company has a high debt-to-asset ratio and is implementing measures such as policy support, cost control, and issuing A-shares to improve financial health [7][8]. - The issuance of A-shares is expected to reduce the debt ratio and enhance liquidity [8][15]. Group 5: Competitive Strategy and Market Positioning - The company is enhancing its competitive edge through resource barriers, technological upgrades, and brand value enhancement [8][9]. - It is establishing a comprehensive supply chain and expanding its market presence through new branding strategies [9][10]. Group 6: Product Development and Market Trends - The company is focusing on upgrading its product offerings, particularly in the pre-prepared food sector, to meet diverse consumer needs [12][13]. - Plans to expand production capacity and introduce new products are underway, particularly in the pre-prepared seafood category [12][13]. Group 7: Future Plans and Shareholder Returns - The company has a three-year shareholder return plan (2025-2027) aimed at ensuring stable profit distribution and enhancing profitability [16][17]. - Continuous improvement in operational efficiency is a priority to achieve timely dividends for shareholders [16].