On March 11, 2026, Beijing witnessed the conclusion of the National People's Congress and the Chinese People's Political Consultative Conference. A historic change swept through the social media circles of the biomedical industry: for the first time, biomedicine was explicitly listed as an "emerging pillar industry" in the government work report.
From "strategic emerging industry" to "emerging pillar industry" - a mere difference in terminology, but a world of difference in meaning. This signifies that biomedicine has officially graduated from the "nurturing period" requiring policy care, and has been propelled to the center stage of China's economic transformation, alongside integrated circuits and aerospace, becoming a core engine at the national strategic level.
When the industry stands at the "C-position" and when the policy momentum deeply intersects with market demand, Jinyuankang, as an upstream core raw material supplier, is responding to the proposition of this era with a profound strategic restructuring.
1. Policy turning point: From "cultivation" to "pillar", the biomedical industry ushers in a historic upgrade
If you review the government work reports from the past decade, you'll notice that biomedicine is mostly concealed within the broad umbrella of "strategic emerging industries." But 2026 will be different.
The government work report clearly states: to build emerging pillar industries such as integrated circuits, aerospace, biomedicine, and low-altitude economy.
The word "pillar" carries significant weight. It not only signifies a leap in industrial status, but also brings a series of tangible policy dividends.
In the payment sector, the report includes for the first time the call to "accelerate the development of commercial health insurance" and advocates for the establishment of a commercial insurance innovative drug catalogue. This marks a transition from a "single-track" payment system for innovative drugs under basic medical insurance to a diversified era where "basic medical insurance covers basic needs and commercial insurance covers innovative drugs". The long-standing issues of "difficulty in hospitalization" and "difficulty in pricing" that have plagued the industry have finally seen institutional breakthroughs.
On the funding side, a special treasury bond worth 200 billion yuan has been arranged to support equipment renewal, signaling an upcoming procurement boom for grassroots medical institutions. On the industrial side, China approved the launch of 76 innovative drugs in 2025, hitting a record high; the total amount of licensing transactions for innovative drugs exceeded 130 billion US dollars, and China's new drug R&D pipeline accounts for about 30% of the global total, ranking second globally.
A delegate at the Two Sessions expressed his sentiment: "The financing and payment environments for innovative drugs will undergo fundamental improvements, and the industry's abilities to 'receive blood transfusions' and 'generate blood' will be strengthened in a dual manner."
This nationwide strategic layout has opened up unprecedented development space for biomedical enterprises.
II. Upstream value reassessment: The transition from "consumables" to "compliant assets"
In this industrial transformation, there is an easily overlooked yet crucial role that is being pushed into the spotlight: the upstream raw material suppliers for cell culture.
During the Two Sessions, delegates and committee members repeatedly mentioned several key words: independent controllability, supply chain security, and high-quality development. NPC delegates suggested strengthening the research and development and application support for domestic high-end medical devices and key medical consumables, promoting import substitution, and ensuring the independent controllability of the industrial and supply chains.
Why are raw materials so important?
The birth of every cell therapy drug begins with cell culture. And the "food" for cell culture - serum and culture medium - serves as the starting point for all non-clinical research data. When regulatory requirements for "data authenticity, process traceability, and quality stability" become rigid thresholds, the compliance level of raw material suppliers is becoming an extension of the compliance capabilities of R&D enterprises.
A bottle of unstable serum can delay a research and development project for over half a year. A complete set of traceability data can add the most powerful third-party certification to the application materials.
In the past, serum was regarded as an ordinary consumable in the laboratory, and procurement decisions were mainly based on price and reputation. Nowadays, serum is becoming a "compliant asset" - choosing which supplier not only affects experimental costs, but also affects the credibility of application materials and the probability of passing the review. Suppliers who can provide complete traceability, stable quality, and authoritative endorsement will gain unprecedented weight in customers' value equation.
III. Strategic layout of Jinyuankang: Beyond being a supplier, we are a co-builder of the "cell ecosystem"
Facing this historic transformation, Jinyuankang has gone beyond being merely a product supplier. Instead, it has put forward a comprehensive strategic vision - to jointly establish a cell ecosystem alliance, forge a sustainable business model, and evolve towards the goal of becoming a "trustworthy cell platform".
This strategic layout, with five pillars as its core, has built a complete industrial service ecosystem:
Technical Co-Research - Collaborating deeply with researchers and application enterprises in cell technology, from the front end to the back end of cells, from data to outcomes, we aim to build a complete R&D closed loop. This means that Jinyuankang is no longer just a raw material provider, but a deep participant in the R&D chain.
Personalized Service - Based on over 20 years of rich experience, we provide customized cell culture solutions for different customers. Dedicated serum for stem cells, serum-free medium iterations, application material data packages - behind every customized solution lies a precise response to the specific pain points of our customers.
Case Co-creation - Accompanying clients from the laboratory to clinical application and product launch, we turn successful experiences into reusable industry templates. Over the past two decades, Jinyuankang has witnessed countless changes in regulatory policies and accompanied numerous clients from the initial stage of a paper to the approval of a new drug. These journeys have all been accumulated into today's shared experiential assets.
Standard Co-construction - As the leading drafting unit of the group standard for "General Requirements for Bovine Serum Quality", we have elevated our rigorous quality control experience to become an industry benchmark. A true leading enterprise does not merely stand tall and admire the scenery, but rather elevates the entire industry to a higher level.
Knowledge Sharing - Building a platform for data collection, processing, and application, enabling massive cell technology to unleash greater value through sharing. Web crawling technology facilitates source screening and real-time data collection, data mining enables trend prediction, and personalized recommendations empower decision-making - the data behind each bottle of serum could potentially become crucial evidence in customers' application materials.
On top of the five pillars, Jinyuankang further drives ecological upgrading through three major integrations:
Data innovation enables the integration of goods and services, as well as the integration of physical entities and digital intelligence. Relying on the "one item, one code" full-chain traceability system, the "growth diary" of every bottle of serum, from the ranch to the laboratory, can be traced and verified. When customers prepare their application materials, they can directly utilize these data to prove to the review experts that "the serum source is clear, the process is controllable, and the records are complete". This is verifiable evidence provided by the supplier, rather than a "statement of circumstances" written by the customer themselves.
Industry alliance, from circulation to supply, from single point to chain network. Focusing on the high-quality blood source regions of Hulunbeir and Xilin Gol, we aim to build a supply chain system covering the whole country; establishing a research and development center in Shanghai to stay close to the forefront of innovation. Jinyuankang is evolving from a mere "raw material distributor" to an "industry organizer" that links upstream and downstream industries.
Ecological integration, from competition to coexistence, from enterprises to society. After more than 20 years of deep cultivation, Jinyuankang deeply understands that the prosperity of an industry is not the solitary dance of a single enterprise, but the collective dance of the entire ecosystem. From leading the development of the group logo to jointly building a joint laboratory, from talent cultivation to knowledge sharing, Jinyuankang is fulfilling its commitment to "lifting the industry to a higher position".
In terms of production capacity and manufacturing capability, Jinyuankang has demonstrated industry-leading hard power. Its Inner Mongolia Aopusaibi Biological Co., Ltd. has newly established a B+A-grade serum production line with an annual production capacity of 1.5 billion milliliters, accounting for one-third of the global production capacity. The company has established a supply chain system covering the entire country, forming a strategic pattern of "based in Inner Mongolia, radiating across the country, and connecting the world".
Technological innovation is the core of Jinyuankang's efforts to ensure supply chain security. The company has established production workshops that meet international standards, equipped with a full set of automated production lines and advanced testing equipment. Through continuous R&D investment, Jinyuankang has established a comprehensive quality management system to ensure consistency between product batches and provide stable and reliable products for downstream customers.
IV. Future Outlook: Anchoring the Value Axis in the Changing Industry Landscape
Facing the future, challenges and opportunities coexist. Policy support will continue to increase, technological innovation vitality will be further unleashed, and market demand will maintain a growth trend. But the deeper proposition is: how can enterprises anchor their own value coordinates after the industry is upgraded to a "pillar"?
A group of enterprises, represented by Jinyuankang, that are deeply involved in segmented fields, are giving their own answers: continue to increase research and development investment and enhance independent innovation capabilities; Strengthen industrial chain collaboration and promote upstream and downstream cooperation; Deepen international cooperation and integrate into the global innovation network. But more importantly, redefine one's role in the industry ecosystem - from suppliers to partners, from product providers to value co creators.
As stated in the company's mission: to promote the development of the life industry and strive to become the world's leading "cell" service provider. In the long river of technological transformation, some people chase the waves, while others build riverbeds. Jinyuankang chooses to do the latter - to ensure that every cell can grow with peace of mind and that every innovation can move forward steadily.
Supply chain security is a prerequisite for the high-quality development of the biopharmaceutical industry. Only by mastering key core technologies and achieving independent controllability of important products and key technologies can we take the initiative in the increasingly complex international competition. In the vast ocean of biopharmaceuticals, supply chain security is the foundation of navigation. Just as cells are the fundamental unit of life, a solid supply chain is the core support for industrial development.
The future has arrived. Under the new coordinates of "pillar industries", Jinyuankang is leveraging "cell ecology" as a pivot to leverage greater industrial value.
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