B[What are the main considerations for the biomedical technologies to be added? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What are the main considerations for the biomedical technologies to be added?
Answer: There are already some biomedical technologies in the current "Catalogue". This time, it is planned to add 5 technologies related to pathogenic microorganisms, cell and gene therapy, and small nucleic acid drugs. The main considerations are as follows:
The first is to safeguard human life, health and safety. Pathogenic microbial technologies are directly related to human health and national biosecurity. Including them in the Catalog and prohibiting their export is an institutional arrangement to safeguard national security and build a biosecurity barrier. It is also an objective need to protect the health of all mankind.
The second is to support China’s biomedical technology to carry out international cooperation in an orderly manner in accordance with laws and regulations. The listing of biomedical technologies this time will exclude or apply convenient measures to important situations of international cooperation. For example, export situations such as external authorization and licensing of relevant technology and process platforms with independent intellectual property rights, and use of relevant technology and processes to provide outsourced R&D and production services are not included in the scope of management; for relevant target discovery and verification technologies with independent intellectual property rights, exports through external authorization and licensing will be subject to convenient measures such as automatic licensing.
The third is to implement the concept of a human health community. This policy clearly stipulates that for exports of restricted technologies that are required for public health emergencies, humanitarian relief, use of overseas resources for joint research and development, etc., convenient measures such as automatic licensing are applicable. China will continue to share its technological development achievements with other countries around the world and make positive contributions to improving human health and well-being. B[What is the scope of new technologies proposed in China’s Catalog of Technologies Prohibited and Restricted from Exporting? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What is the scope of new technologies to be added to the Catalog?
Answer: This public solicitation for opinions involves 40 key technologies in the three fields of artificial intelligence, biomedicine, and photovoltaics to be added. Among them, 14 technologies are planned to be banned from export, including: artificial intelligence-driven malicious code generation and mutation technology, cell and gene therapy technology platforms with independent intellectual property rights, perovskite and laminated battery component production technologies, etc.; 26 technologies are planned to be restricted from export, including: artificial intelligence-assisted vulnerability mining technology, universal cell and gene therapy new target discovery and verification technology with independent intellectual property rights, polysilicon engineering technology with a single-line production capacity of ≥30,000 tons/year, etc. The announcement also clarified the circumstances under which convenience measures are applicable. Please refer to the original announcement for details. A[The Ministry of Commerce and the Ministry of Science and Technology plan to revise the "China's Catalog of Prohibited and Restricted Export Technologies" and add some artificial intelligence, biomedicine, and photovoltaic technologies] October 16th, in accordance with the "Foreign Trade Law of the People's Republic of China" and the "People's Republic of China Technology Import and Export Administration Regulations", the Ministry of Commerce and the Ministry of Science and Technology plan to revise the "China's Export Prohibited and Restricted Technologies Catalog" to add some artificial intelligence, biomedicine, and photovoltaic technologies. Upon approval, it is now open to the public for solicitation of opinions, and pre-export registration management of related technologies will be implemented simultaneously.
This public solicitation of opinions involves 40 technologies in three fields: artificial intelligence, biomedicine, and photovoltaics. The field of artificial intelligence includes 23 technologies related to large models, agents, computing power clusters, and information processing; technologies that have entered the public domain through open source, published academic papers, etc. are not included in the scope of management. The field of biomedicine includes five technologies related to cell and gene therapy, small nucleic acid drugs, and pathogenic microorganisms; for external authorization models that do not involve ownership transfer, convenient measures such as automatic licensing are applicable. The photovoltaic field includes 12 technologies related to polysilicon manufacturing, silicon wafer manufacturing, and battery manufacturing; the scope of technical management also includes key and core equipment carrying related technologies. A[Afternoon Commentary: The Mass Entrepreneurship and Innovation Index fell more than 3% in half a day, and more than 5,000 stocks in the market fell] On October 15th, the market opened lower in early trading and then fluctuated. The three major indexes fell collectively, and the Shanghai Composite Index fell below 3,700 points. The half-day turnover of the Shanghai and Shenzhen stock markets was 981.8 billion, which was 129 billion higher than the previous trading day. More than 5,000 stocks across the market fell. On the market, themes are rotating weakly, PCB Junya Technology has 2 boards in 3 days, Chongtak Technology and Jinlu Electronics have hit their daily limit, and Aohong Electronics has hit a record high with 11 boards in 19 days; the concept of AI comic drama has been active repeatedly, with Ciwen Media having 5 boards in a row, Huanrui Century having 3 boards in 5 days; Baijiu Huangtai Liquor Industry has 2 boards in 3 days, with Golden Seed Liquor rising by more than 7%; innovative drugs Berry Genetics and North China Pharmaceutical both hit their daily limit. In terms of decline, the shipping concept collectively weakened, with China Merchants Nanyou and COSCO Shipping falling to the limit, and China Merchants Shipping hitting the limit; the coal sector fell, with Zhengzhou Coal and Electricity, Haohua Energy, and Yunmei Energy falling sharply. As of the close, the Shanghai Stock Exchange Index fell 1.98%, the Shenzhen Component Index fell 2.78%, and the ChiNext Index fell 3.42%. B[The concept of innovative drugs fluctuated and rebounded, Berry Genetics hit the daily limit] On October 15th, the concept of innovative drugs fluctuated and rebounded, Berry Genetics hit the daily limit, Jinshi Yao, Sanyuan Gene, North China Pharmaceutical, Aosaikang, and Guangshengtang followed suit. According to the news, on October 13, the National Medical Insurance Administration held a meeting, which required that medical technology innovation be actively supported. Explore the establishment of a pre-project establishment system for medical service prices, and support more new medical technologies and new products to accelerate their entry into clinical large-scale application. A[26 "Xinwen Lianbo" important news items for Saturday, October 10th] October 10th, the main contents of today's "Xinwen Lianbo" are:
1. [New ideas lead a new journey] Solve problems from the source and bottom to consolidate the foundation of a technologically powerful nation;
2. [Continue the spirit of the Long March and forge ahead on the journey of rejuvenation] Guizhou: inherit the red gene and write a new chapter of high-quality development;
3. [The "15th Five-Year Plan" has started well and started well] Implement the employment priority strategy and build a strong social security network;
4. Leading indicators release positive signals, and the economic recovery continues to consolidate;
5. [On the Field of Hope] The national autumn grain harvest is more than halfway progressed, and autumn and winter planting are starting one after another;
6. During the National Day holiday, service consumption demand is strong and commodity consumption has a good growth momentum;
7. The population of migratory birds in China is growing steadily;
8. The State Council Information Office held a meeting with Chinese and foreign journalists titled "Strugglers on the New Journey";
9. The Chinese sports delegation for the 5th Asian Para Games was established today;
10. The "National Disability Prevention Action Plan (2026-2030)" is issued;
11. Promulgation of regulations on the development and management of property insurance products;
12. Railways across the country will implement a new freight train operation chart from today;
13. China successfully launched 27 sets of satellite Internet low-orbit satellites;
14. “Fatong”, a national foreign-related legal service platform, was officially launched online;
15. During the National Day, the safety situation of special tourism-related equipment across the country is generally stable;
16. Yanwei 1000 kV UHV project was completed and put into operation;
17. Xinjiang cotton has entered the intensive harvesting period, and the harvesting progress is nearly half;
18. The 35th TV Drama "Feitian Awards" and the 29th TV Literature and Art "Starlight Awards" awards ceremony were held in Yantai;
19. The CCTV 2027 "Brand Power Strategy" co-construction action and the CCTV National Brand Credible Corpus Platform were launched;
20. Japanese civil society groups submitted a petition to oppose the government’s arms expansion. International figures: Be wary of Japan breaking through the post-war system and threatening regional and global security;
21. Russia will supply oil to the United States and the global market. The United States will relax diesel trade sanctions on Russia. The President of Ukraine said that relaxing sanctions on Russia without any preconditions is obvious weakness;
22. The Saudi-led coalition said it destroyed 136 targets of the Houthi armed forces;
23. Iran stated that it will not be limited to cracking down on illegal ships in the strait;
24. The Afghan prosecutor said that the co-pilot of Dubai Airlines attempted a suicide terrorist attack;
25. A 7.6-magnitude earthquake occurred in Panama, and the tremor was clearly felt in the capital;
26. The hurricane made landfall in Florida, and hundreds of thousands of customers were without power. B[AI pharmaceuticals and CRO concepts pick up in the afternoon, Berry Genetics 6 days and 3 boards] On October 9th, AI pharmaceuticals and CRO concepts picked up in the afternoon, Berry Genes went straight up to the daily limit, out of 6 days and 3 boards, Technomax rose by more than 10%, Jinshi Yaoyao, Tuojing Life, InnoCare, Shenzhou Cells, etc. quickly surged higher. According to the news, Isomorphic Labs, an AI drug research and development start-up, is advancing preliminary negotiations for a new round of financing. The post-investment valuation of this round is at least US$40 billion, and is expected to reach a maximum of US$50 billion. A[Bidding to see the leader] On October 8th, the market focus stock Xinhua Media (7 boards) opened at the bidding limit, the pharmaceutical sector Nanhua Biotechnology (5 boards in 9 days) opened higher by 0.40%, Berry Gene (2 boards in 4 days) opened at the bidding limit, the robot concept stock Xiangyang Bearing (4 boards) opened higher by 0.85%, Joyoung (3 boards) opened at the bidding limit, and the dye sector Shanshui Technology (3rd board of GEM) opened 14.11% higher, Yabang Shares (2nd board) opened 0.74% higher, the real estate sector Shenzhen Property A (3rd board) opened 0.41% lower, the battery industry chain's Era Wanheng (3rd board) opened flat, Zizhu Hi-Tech (2nd board) bid at the daily limit, and the large consumer sector Juneyao Health (2nd board) opened 0.14% higher. B[Analysis of listed stocks on September 30: The promotion rate of listed stocks is 60%. Shanshui Technology 20cm3 continuous board] A total of 52 stocks hit the daily limit today, and the total number of listed stocks is 12, including 6 stocks with three consecutive boards and above. On the previous trading day, there were a total of 10 listed stocks, and the promotion rate of continuous listed stocks was 60% (excluding ST stocks and delisted stocks). In terms of individual stocks, the game of high-level stocks has intensified. On the one hand, Xiangyang Bearing opened sharply lower and received funds to actively undertake the 4-game board. Shenzhen Property A staged a "floor board" and recorded 3 consecutive boards. Shanshui Technology exceeded expectations and went out of the 20cm3 board. On the other hand, Xuelong Group fell to the limit on the 4-game board yesterday. Popular PCB stocks Aohong Electronics and Concord Electronics both staged a "yin and yang" trend. Huaca shares, which succeeded in circumventing the change, fell to the limit. In terms of sectors, the pharmaceutical sector represented by innovative drugs and CXO has strengthened again. Nanhua Biotech has 5 boards in 9 days, Berry Gene has 2 boards in 4 days, CanSino and Tylenol have hit 20cm daily limit, and nearshore protein has risen by more than 13%, triggering serious changes; robotic concept stocks have changed in early trading, Xiangyang Bearing has 4 boards in a row, Joyoung has 3 boards in a row, Ningbo Dongli has 2 boards in 4 days, Longxi shares and Kaidi shares have hit daily limits. B[The concept of innovative drugs rebounded in shock, and Salem Biotech rose by more than 10%] On September 28, the concept of innovative drugs rebounded in shock, with Salem Biotech rising by more than 10%, and nearshore protein rose by more than 7%, hitting a record high. Previously, Livzon Group hit its daily limit, and Sanyuan Gene, Yiyi Pharmaceutical, Puluo Pharmaceutical, and Tigermed followed suit. On the news, on September 24, local time, Swedish atomic layer deposition (ALD) technology company Nanexa issued a statement saying that the company had reached a drug delivery technology cooperation agreement with Novo Nordisk for a maximum amount of 1.165 billion euros. B[The concept of AI pharmaceuticals has moved up and Berry Gene has risen by the daily limit] On September 24th, the concept of AI pharmaceuticals has moved upwards in early trading, and Berry Gene has risen by the daily limit. BGI, Rongtai Health, Saili Medical, Yiqiao Shenzhou, and Jinyu Medical followed suit. On the news, Anthropic announced the establishment of a life science research team and laboratory, and announced the early results of Claude's participation in biological research. Researchers said that after analyzing more than 200,000 reverse transcriptase (RT) sequences, Claude discovered a previously undescribed enzyme system and named it "array-associated reverse transcriptase" (ART). B[AI pharmaceuticals and CRO concepts have repeatedly strengthened, and Novogene has reached a daily limit of 20cm] On September 21, AI pharmaceuticals and CRO concepts have repeatedly strengthened, and Novogene has reached a daily limit of 20cm. Hongbo Pharmaceuticals, Chengdu HitGen, Boji Pharmaceuticals, Berry Genetics, and Seli Medical followed suit. On the news, on September 18, ten departments including the Ministry of Industry and Information Technology jointly issued the "15th Five-Year Plan for the Development of the Pharmaceutical Industry." The plan proposes to accelerate the research and development of drugs enabled by new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing. B[Ten departments: Expand the scale of the precision diagnosis industry] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry", which mentioned the expansion of the scale of the precision diagnosis industry. Focus on the development of high-throughput gene sequencing, microfluidics, highly sensitive biological detection and other technologies, promote the integration and upgrading of in vitro diagnosis, medical imaging, pathological diagnosis, molecular diagnosis, multi-omics detection and other fields, and accelerate the industrialization of innovative diagnostic products. Improve the quality control, clinical evaluation and standard system of precision diagnostic products. Promote qualified medical institutions to develop precision diagnosis centers, strengthen cooperation with relevant enterprises, promote the interconnection and sharing of diagnosis and treatment data, accelerate the in-depth integration of precision diagnosis technology with digital health and artificial intelligence, and improve the level of precision diagnosis of rare diseases, tumors, genetic diseases, etc. A[Innovative drugs, CRO concepts expand, and nearshore proteins and other stocks hit their daily limit] On September 17, innovative drugs and CRO concepts expanded their intraday gains, with nearshore proteins hitting their daily limit of 20cm. Previously, Jinshi Yaoyao and Baihua Pharmaceuticals hit their daily limit. Jiankai Technology, Wanbang Pharmaceuticals, and Bepsis rose by more than 10%. Yiqiao Shenzhou, Sanyuan Gene, Dongfulong, and Hongbo Pharmaceuticals were among the top gainers. B[Guangzhou: Promote the acceleration of the marine pharmaceutical and biological products industry] On September 14th, the General Office of the Guangzhou Municipal People's Government recently issued the "Notice of the "15th Five-Year Plan" for the Development of Guangzhou's Marine Economy". It is proposed to promote the accelerated development of the marine pharmaceutical and biological products industry. Improve the utilization level of deep-sea biological resources and build a biological gene bank and information database of medicinal sources in the South China Sea. Innovate a new paradigm of intelligent development of "AI + marine drugs", tackle core technologies for the extraction and utilization of marine biological resources such as fish oil, fish collagen, chitosan, and seaweed polysaccharides, develop carbohydrate drugs and peptide drugs, and create a "South China Sea Drug Library" with the characteristics of tropical marine biological resources. Vigorously promote the research and development of original marine drugs for diseases such as tumors and cardiovascular diseases, and promote the research and development of marine biomedical materials such as hemostasis and repair. Strengthen sea-related traditional Chinese medicines such as seahorses and seaweeds. Focus on breakthroughs in marine active substance extraction and purification technology, enzyme engineering technology, fermentation technology, etc., and accelerate the productization process of special raw materials such as seabed mud and deep water. Develop new marine foods and new raw materials for health foods, and use modern biotechnology to promote the upgrading of advantageous industries such as marine foods and cosmetics. B[Shanghai Proof-of-Concept Platform Alliance Established] On September 12th, during the Science and Industry Integration Ecological Seminar of the 2026 Pujiang Innovation Forum Results Release held on September 12, the Shanghai Proof-of-Concept Platform Alliance was officially established. It was learned from the Shanghai Municipal Science and Technology Commission that the first batch of members of the alliance consists of 33 proof-of-concept platforms and future industry funds, covering future industrial fields such as brain-computer interfaces, silicon light, cell and gene therapy, as well as key industrial directions such as integrated circuits, intelligent manufacturing, and green technology. The alliance will promote the platform from "fighting independently" to "making a fist with fingers", focusing on capacity sorting, resource sharing, standard formulation, talent cultivation and other work, establishing a mutual recommendation and joint verification mechanism for projects, and accelerating the expansion of the platform matrix. (China Business News) B[Inner Mongolia: Accelerate the progress of African swine fever vaccine research and development] On September 11, the General Office of the People's Government of the Inner Mongolia Autonomous Region recently issued the "Action Plan for Accelerating the High-Quality Development of the Biomanufacturing Industry in the Inner Mongolia Autonomous Region." It is proposed to enhance the core competitiveness of biomedicine. Accelerate the establishment and operation of platforms such as the Hohhot Bio-Intelligent Manufacturing Valley, focus on nucleic acid drugs, cell and gene therapy, "AI + medicine" and other characteristic new tracks, and promote the biomedical industry to leapfrog from scale advantages to technology leadership. Consolidate and enhance the global market leading position of animal vaccine products such as foot-and-mouth disease vaccine, accelerate the research and development of African swine fever vaccines, strengthen the promotion and application of new vaccines and multi-linked multivalent vaccines in the region, and improve the prevention and control capabilities of major animal diseases. Leverage the platform advantages of the company's P3 laboratory to accelerate the development and industrialization of cutting-edge products such as mRNA vaccines and mucosal vaccines, and build a world-leading intelligent manufacturing benchmark for animal vaccines. Deepen the secondary development of traditional Chinese medicine (Mongolian medicine), use synthetic biology technology to enable the discovery and efficient preparation of functional components of characteristic Chinese medicine (Mongolian medicine), and create a modern traditional Chinese medicine (Mongolian medicine) industrial system with Inner Mongolian characteristics. B[Inner Mongolia: The output value of the biomanufacturing industry will reach more than 100 billion yuan by 2030] On September 11, the General Office of the People's Government of the Inner Mongolia Autonomous Region recently issued the "Action Plan for Accelerating the High-quality Development of the Biomanufacturing Industry in the Inner Mongolia Autonomous Region." It is proposed that by 2030, the scale of the bio-manufacturing industry will continue to expand, the entire industry chain will be gradually built, and it will become an important engine for the development of new productivity in the autonomous region. The output value will reach more than 100 billion yuan, and the number of bio-manufacturing enterprises in the region will be strived to reach more than 500, among which, enterprises above designated size will reach To more than 200 companies, Hutong Chiba Bio-manufacturing Industry Cluster will be supported to create a national-level advanced manufacturing cluster; scientific and technological innovation capabilities will be significantly enhanced, and an important national bio-manufacturing technology innovation node will be basically established. The world's largest lactic acid bacteria and other microbial germplasm resources and genome database will be built to consolidate Traditional advantages include maintaining the international leading level in key indicators such as amino acid fermentation efficiency and veterinary vaccine research and development; industrial upgrading is accelerated, industrialization of key materials such as polylactic acid and bio-based nylon is realized, and the application proportion of non-grain raw materials is gradually increased; market entities and brand cultivation systems are accelerated to build 2- 3 local leading enterprises with a revenue of 5 billion yuan, more than 1 national-level specialized, special and new "little giant" enterprises, more than 5 autonomous region-level specialized, special and new small and medium-sized enterprises, and 2-3 brand products with strong competitiveness in the domestic market, introduce more than 2 well-known domestic and foreign companies to set up production bases.
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