Yili Chuanning Biotechnology (SZ:301301)2024-02-26 07:48Group 1: Company Overview and Activities - The company is called Chuaning Biological Technology Co., Ltd., with stock code 301301 [1] - The investor relations activity was held on February 25, 2024, with over 20 institutions participating [2] - The meeting was conducted online, featuring presentations from key personnel including the General Manager and a PhD from Shanghai Jiao Tong University [2] Group 2: AI Integration and Technological Advancements - The AI-based virtual engineer aims to enhance productivity and address bottlenecks in the development of new biological products [2] - The collaboration with Jincheng Technology focuses on leveraging AI to improve efficiency and reduce costs in synthetic biology research [2] - The AI model is expected to significantly improve the cost-effectiveness of producing thiocyanate erythromycin to meet global demand [3] Group 3: Research and Development Insights - The current focus is on optimizing the fermentation process for thiocyanate erythromycin, with expected results in 1-2 months [3] - The investment in AI technology is projected to be within the range of millions [3] - The company plans to expand its R&D efforts in synthetic biology products and AI planning [4] Group 4: Competitive Advantages and Future Directions - The AI model, Alpha-bio, has a parameter count of 10 billion and iterates approximately every 2 months, demonstrating strong generalization capabilities [4] - The collaboration with Jincheng Technology provides a competitive edge in gene editing efficiency and metabolic pathway optimization [3] - Future R&D investments will align with the pharmaceutical industry's standards while maintaining a reasonable expenditure level [4]