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Yiru Technology Completes Over 100 Million Yuan Series A Financing Led by Erdos and Heda Financial Services 鄂尔多斯、和达金服共同领投,「贻如科技」完成超亿元A轮融资|36氪首发

Yiru Technology secured over 100 million RMB in Series A funding led by Erdos Group and Heda Financial Services to accelerate commercialization and AI-driven material innovation. The company utilizes synthetic biology via liquid fermentation to produce bio-based leather, achieving an 80% reduction in carbon emissions and costs lower than traditional PU, effectively breaking the "cost-mass production-performance-texture" paradox. By leveraging AI for full-link data-driven R&D (strain screening, g 贻如科技完成超亿元A轮融资,由鄂尔多斯集团与和达金服领投,资金用于商业化拓展、产能建设及AI技术驱动的材料研发。 公司通过“液体发酵做树脂、再涂覆成革”的合成生物学路径,实现生物基皮革成本低于传统真皮一半,且性能对标真皮,打破量产瓶颈。 截至2026年一季度,贻如年产能突破1600万平方米,海外订单近亿元,其中法国子公司SYNMETABIO主要服务于欧洲奢侈品牌,境外业务占比约三分之二。 引入AI全链路数据驱动引擎优化菌株筛选、基因编辑及发酵参数,显著提升研发效率与量产良率,推动从单一皮革向高分子生物基材料平台转型。 公司与安踏、亚朵、凯宾斯基等标杆客户达成合作,并计划于2026年启动上市筹备

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Analysis 深度分析

TL;DR

  • Yiru Technology secured over 100 million RMB in Series A funding led by Erdos Group and Heda Financial Services to accelerate commercialization and AI-driven material innovation.
  • The company utilizes synthetic biology via liquid fermentation to produce bio-based leather, achieving an 80% reduction in carbon emissions and costs lower than traditional PU, effectively breaking the "cost-mass production-performance-texture" paradox.
  • By leveraging AI for full-link data-driven R&D (strain screening, gene editing, process optimization), Yiru has scaled annual capacity to 16 million square meters and secured nearly 100 million RMB in overseas orders, primarily from European luxury brands.
  • Strategic partnerships with global clients like Anta and distribution channels like Yicai validate the scalability of bio-based materials, while expansion into elastomers and films positions Yiru as a broader biopolymer platform.

Why It Matters

This development marks a critical shift in the sustainable materials industry from experimental "lab narratives" to viable, cost-competitive mass production, demonstrating that bio-based alternatives can undercut traditional petroleum-based products. For AI practitioners and industrial researchers, it highlights the tangible value of integrating machine learning and data analytics into synthetic biology workflows to optimize fermentation parameters and accelerate material discovery. Furthermore, it signals a growing market demand for low-carbon supply chains among global luxury and sportswear brands, driven by regulatory pressures like the EU Carbon Border Adjustment Mechanism (CBAM).

Technical Details

  • Synthetic Biology & Fermentation: Core technology involves microbial fermentation to directly produce bio-based resin raw materials, which are then processed into leather, bypassing traditional petrochemical routes.
  • AI-Driven R&D Engine: Implementation of a full-chain data-driven system covering strain screening, gene editing design, liquid fermentation parameter optimization, and yield control, significantly improving development efficiency and scale-up success rates.
  • Product Portfolio: Differentiated product lines including Mulkol-3 (hard resin for furniture/decor, replacing artificial leather) and Mulkol-5 (soft elastomer for bags/clothing, mimicking sheepskin/leather), plus the premium HORA brand for luxury clients.
  • Scale & Performance: Annual production capacity exceeds 16 million square meters; physical properties (wear resistance, breathability, flexibility) benchmark against genuine leather, with costs ranging from 80-150 RMB/meter compared to 300-400 RMB/meter for genuine leather in Europe.

Industry Insight

  • Cost Competitiveness as a Barrier: The ability to produce bio-based materials at costs lower than traditional PU and half that of genuine leather suggests that price, not just sustainability, is now the primary driver for adoption, potentially displacing incumbent synthetic leather manufacturers.
  • AI in Biomanufacturing: The explicit use of AI to optimize fermentation and strain selection serves as a case study for other deep-tech sectors, proving that computational methods can solve complex biological scaling challenges faster than traditional trial-and-error approaches.
  • Global Supply Chain Realignment: With two-thirds of business coming from overseas and a dedicated European subsidiary (SYNMETABIO), companies leveraging local carbon advantages can mitigate geopolitical supply chain risks and capitalize on strict ESG regulations in Western markets.

TL;DR

  • 贻如科技完成超亿元A轮融资,由鄂尔多斯集团与和达金服领投,资金用于商业化拓展、产能建设及AI技术驱动的材料研发。
  • 公司通过“液体发酵做树脂、再涂覆成革”的合成生物学路径,实现生物基皮革成本低于传统真皮一半,且性能对标真皮,打破量产瓶颈。
  • 截至2026年一季度,贻如年产能突破1600万平方米,海外订单近亿元,其中法国子公司SYNMETABIO主要服务于欧洲奢侈品牌,境外业务占比约三分之二。
  • 引入AI全链路数据驱动引擎优化菌株筛选、基因编辑及发酵参数,显著提升研发效率与量产良率,推动从单一皮革向高分子生物基材料平台转型。
  • 公司与安踏、亚朵、凯宾斯基等标杆客户达成合作,并计划于2026年启动上市筹备,标志着生物基材料行业从“概念叙事”转向“成本与量产”竞争阶段。

为什么值得看

本文揭示了合成生物学在材料领域商业化的关键转折点,即通过技术创新解决长期困扰行业的“成本高、难量产”痛点,为AI+生物科技(Bio-AI)在实体制造业的应用提供了成功范本。对于关注可持续材料、绿色制造及硬科技投资的从业者而言,贻如科技的案例展示了如何将实验室技术转化为具有全球竞争力的工业级产品,并借助ESG政策红利快速切入高端市场。

技术解析

  • 核心工艺路径:摒弃传统的菌丝体培养(如蘑菇皮),采用“液体发酵生产生物基树脂原料 + 涂覆加工成革”的技术路线。该路径更易实现工业化放大,目前是全球少数能稳定交付百万米以上产量的方案之一。
  • AI赋能研发闭环:构建全链路数据驱动的研发引擎,利用AI进行菌株筛选、基因编辑设计以及液体发酵工艺的参数寻优。这不仅加速了新材料的开发周期,还通过优化量产良率进一步降低了单位成本。
  • 产品矩阵与性能指标:推出Mulkol系列(Mulkol-3侧重平价替代,Mulkol-5侧重高端触感)及面向奢侈品牌的HORA系列。产品碳排放降低80%以上,物理性能(耐磨、透气、柔韧)对标真皮,且部分产品成本仅为传统油性PU或真皮的一半以下。
  • 产能与合作模式:通过与上市公司聚杰微纤合资成立安徽聚贻科技,采用轻资产模式快速扩张产能,目前年产能已突破1600万平方米,二期工厂在建,确保持续稳定的全球交付能力。

行业启示

  • 商业化标准重构:生物基材料行业的竞争焦点已从“是否环保”转向“是否具有成本优势和规模化交付能力”。只有当新材料在价格上具备竞争力且性能达标时,才能真正渗透进主流供应链,取代石油基或传统天然材料。
  • 政策与市场的双重驱动:欧盟碳关税(CBAM)等国际绿色贸易壁垒为低碳材料提供了巨大的市场窗口。中国企业若能结合本土制造优势与低碳技术,可有效切入欧洲高端市场,实现从“中国制造”到“中国标准/中国方案”的输出。
  • AI与生物技术的深度融合:在合成生物学领域,AI不再仅是辅助工具,而是决定研发效率和量产成败的核心基础设施。通过数据驱动优化发酵工艺和材料设计,是缩短从实验室到工厂距离、降低试错成本的关键手段。

Disclaimer: The above content is generated by AI and is for reference only. 免责声明:以上内容由 AI 生成,仅供参考。

Funding 融资 Product Launch 产品发布