生物制造是国家战略科技力量重要组成部分，也是推动产业绿色低碳转型的核心引擎之一。作为A股合 成生物学龙头，凯赛生物深耕该领域二十余年，凭借核心技术与产品构筑竞争优势。 凯赛生物总裁杨晨日前在接受中国证券报记者专访时表示，生物制造的核心价值是用绿色高效工艺打破 传统石化路径局限。凯赛生物自成立以来，专注于以生物技术开发化学品，打造低成本、高性能生物基 新材料，赋能下游产业升级，联动构建产业协同生态，推动生物制造产业规模化发展。 助力下游产业实现绿色变革 凯赛生物始终以生物技术和工艺开发化学品，其商业价值核心是通过生物制造工艺路线打造低成本的同 类化学产品。 "与传统石化工业及产品不同，生物制造以生物转化为核心生产过程，不仅反应温和、处于常温常压条 件，且无需使用重金属催化剂，同时可采用可再生植物或生物质废弃物作为原料，这不仅极大降低了对 石油、煤炭等不可再生化石资源的消耗，生产过程也更具低能耗、绿色环保、可持续的优势。"杨晨表 示。 谈及产品布局，杨晨表示，公司开发的系列生物法长链二元酸、生物基戊二胺产品，是生物制造行业的 典型。依托两大核心单体，公司延伸开发的系列生物基聚酰胺及复合材料承袭了生物制造的综合优势 ...

● 本报记者 傅苏颖 生物制造是国家战略科技力量重要组成部分，也是推动产业绿色低碳转型的核心引擎之一。作为A股合 成生物学龙头，凯赛生物深耕该领域二十余年，凭借核心技术与产品构筑竞争优势。 凯赛生物总裁杨晨日前在接受中国证券报记者专访时表示，生物制造的核心价值是用绿色高效工艺打破 传统石化路径局限。凯赛生物自成立以来，专注于以生物技术开发化学品，打造低成本、高性能生物基 新材料，赋能下游产业升级，联动构建产业协同生态，推动生物制造产业规模化发展。 助力下游产业实现绿色变革 谈及产品布局，杨晨表示，公司开发的系列生物法长链二元酸、生物基戊二胺产品，是生物制造行业的 典型。依托两大核心单体，公司延伸开发的系列生物基聚酰胺及复合材料承袭了生物制造的综合优势， 既满足高强度、耐腐蚀等性能要求，又能实现低成本、轻量化、可回收，并有效降低下游产品碳足迹， 可替代钢铝金属、环氧树脂类热固材料，为下游产业突破国际碳壁垒、提升市场竞争力提供支撑。 杨晨介绍，公司生物基复合材料目前已在新能源、交运物流、管道、建筑等领域落地应用并取得积极进 展。新能源动力电池领域，公司生物基聚酰胺复合材料电池壳以塑代钢，实现减重降本且满足耐火烧与 ...

全球政策进展 | 一号文件 【SynBioCon】 第一时间获悉，2月4日上午，国务院新闻办公室举行新闻发布会，介绍锚定农业农村现代化、扎实推进乡村全面振兴有关情况，并答记 者问。 有记者提问， 今年的中央一号文件在推进农业科技创新、发展新质生产力方面有哪些关键的部署？ 中央财办副主任、中央农办副主任 祝卫东 表示， 农业的出路在现代化，农业现代化的关键在科技进步和创新。今年中央一号文件围绕农业科技创新、 发展农业新质生产力， 主要从三个方面进行了部署： 以今年的中央一号文件来看，秸秆综合利用 从"支持"到"提升能力" 。这意味着国家希望看到更高附加值的利用方式。简单说， 不是"用掉就行"，而 是"用掉后能赚钱" 。 | 年份 | 秸秆利用表述 | 农膜污染治理表述 | | --- | --- | --- | | 2020 | 推进秸秆综合利用 | 加强农膜污染治理 | | 2021 | 全面实施秸秆综合利用行 | 全面实施农膜回收行动, | | | 动 | 加强可降解农膜研发推广 | | 2022 | 支持秸秆综合利用 | 推进农膜科学使用回收 | | | 加快推进秸秆养畜;建立 | 建立健全农膜等农业废弃 ...

2月2日，凯赛生物大宗交易成交19.7万股，成交额916.44万元，占当日总成交额的1.57%，成交价46.52 元，较市场收盘价53.63元折价13.26%。 | 以示范立日记 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券商稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 是否为专场 | | 026-02-02 | 凯赛生物 | 688065 | 46.52 916.44 | 19.7 | 公營運發點落落燈 | ី​​ ка | ...

Investment Rating - Industry Rating: Overweight [2] Core Insights - The chemical industry is experiencing a dual drive of cyclical recovery and growth, with a recommendation to focus on sectors such as organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [5][6] - The organic silicon industry is entering a recovery phase, with new applications becoming key growth drivers. From 2019 to 2024, domestic DMC capacity is expected to expand rapidly, leading to a temporary oversupply and price decline. However, by 2025, no new capacity is anticipated, and demand from emerging sectors like new energy vehicles and photovoltaics is expected to maintain high growth [5][6] - The PTA/polyester filament industry is approaching a turning point, with capacity expansion cycles nearing their end. The demand side is expected to continue growing, supported by improved external demand due to easing trade tensions [6] - Refrigerants are entering a high prosperity cycle due to quota policies that will reduce supply while demand remains stable, driven by market expansion in Southeast Asia and the development of heat pumps and cold chain markets [7] - The synthetic biology sector is poised for significant growth as fossil-based materials face disruptive challenges, with a focus on energy-efficient products and the potential for bio-based materials to see explosive demand [8] - OLED technology is rapidly penetrating various markets, with government policies supporting the development of new display industries and accelerating the localization of key materials and equipment [9] - The demand for electronic chemicals is increasing due to the rapid growth of the semiconductor industry, particularly in China, where the market is heavily reliant on imports [11] Summary by Sections Industry Performance - The chemical sector ranked 4th in overall performance for the week of January 19-23, 2026, with a gain of 7.29%, outperforming the Shanghai Composite Index by 6.45 percentage points [5][20] - The top-performing sub-sectors included textile chemical products (13.10%), nitrogen fertilizers (10.58%), and other chemical raw materials (10.09%) [21] Key Company Dynamics - The top three gaining companies for the week were Jianghua Micro (46.41%), Jiuding New Materials (28.47%), and Hongbaoli (26.73%) [26] - The companies in focus for potential investment include KaiSai Biological, Huaheng Biological, and other leading firms in synthetic biology and electronic chemicals [8][11][32] Industry Developments - The Ministry of Industry and Information Technology has issued guidelines for the construction of zero-carbon factories, aiming to establish a benchmark by 2027 across various sectors [35] - The U.S. government plans to finalize the 2026 biofuel blending quotas, maintaining high growth targets while addressing industry concerns [35]

证券日报网讯1月22日，凯赛生物在互动平台回答投资者提问时表示，公司作为一家致力于生物制造产 业化、并积极开拓全球市场的企业，始终以开放的姿态与全球客户开展合作，目前产品出口主要涉及欧 洲、北美和亚太地区。 ...

Core Viewpoint - Kaisa Bio is actively collaborating with relevant units under China Merchants Group for the joint development and application of bio-based composite materials, focusing on multiple potential application scenarios such as containers and construction templates [1] Group 1 - The company is conducting continuous product testing, process optimization, and performance validation work in collaboration with its partner [1] - Efficient and pragmatic communication is maintained between the teams to address key issues in the product development process [1] - Some products have already been delivered in small batch orders [1]

证券日报网讯1月22日，凯赛生物在互动平台回答投资者提问时表示，将人工智能(AI)与生物技术(BT) 深度融合，是公司构筑核心竞争力的关键战略方向，公司通过内部平台建设与外部生态协同(包括与分 子之心等伙伴的合作)，不断完善技术体系。公司期望以此构建面向未来的、具备差异化的技术护城 河，巩固并扩大公司在生物制造领域的领先优势。 ...

Core Viewpoint - The company is making steady progress in its collaborations and market expansion in the field of bio-based composite materials [1] Group 1: Collaborations and Market Development - The company is actively communicating with relevant partners regarding building templates [1] - The focus is on addressing various specific issues in the industrialization process [1] - The goal is to provide the market with mature, reliable, and competitive solutions [1]

Core Insights - The article emphasizes the rising importance of biomanufacturing as a strategic and innovative sector, which is seen as a new growth point that can help optimize industrial structures and transform economic models [1]. Group 1: Current State and Trends - The "2025 China Synthetic Biomanufacturing Industry Development White Paper" was officially released on August 1, highlighting the current status and trends in biomanufacturing [1]. - The report analyzes the global biomanufacturing industry, including key platform facilities and a comparative study of the US and China in this field [5]. Group 2: Policy Landscape - The white paper discusses major policies affecting biomanufacturing both domestically and internationally for the years 2024-2025 [5]. Group 3: Industry Map and Applications - It provides a comprehensive map of the Chinese biomanufacturing industry and analyzes the industry chain along with key application directions, including biomanufacturing in pharmaceuticals, food, personal care, agriculture, chemicals, materials, and energy [5]. Group 4: Key Enterprises - The report identifies ten leading enterprises in the Chinese biomanufacturing sector, detailing their contributions and roles within the industry [5][6]. Group 5: Company Strategies - It outlines the synthetic biology strategies of 15 listed companies, summarizing their development approaches and corresponding popular products [5][6]. Group 6: Investment and Challenges - The white paper reviews the investment and financing situation in domestic synthetic biology from 2024 to mid-2025 and discusses the challenges faced by the biomanufacturing industry in China, along with proposed countermeasures [5][6].