广州汉腾生物科技有限公司

各位汉腾的领导、朋友、战友们：

极不平常的2022过去了，汉腾生物迎来了崭新的第八年。过去的一年，国际形势纷繁复杂、国内经济形势遇到改革开放以来最严峻的挑战，同时也是生物技术行业兴起以来最困难的一年。尽管困难重重，但汉腾人逆势拼搏，认真审视“今年过的怎么样”，而不再困扰“该怎么活下去”，取得了傲人的成绩。

2022年，我们迎来了100名“新汉腾人”；C轮融资关闭在即，IPO已在路上；在伯利恒和Fyonibio的通力合作下，汉腾生物的技术平台及技术能力迈上了新的台阶，尤其是lgM分子表达平台、表达宿主细胞、高密度细胞培养、新型制剂以及分析领域均取得了重大突破；昆仑GMP生产中心如期投入使用，三期及商业化生产已面向国际市场；与广州高新投合作下的新型生物技术生产中心高腾生物已顺利推进、即将建成，汉腾生物由此从大分子纵深跨入微生物生产、基因及细胞治疗领域，初步实现全能型生物医药CDMO战略布局；公司拟定了三个十年长期战略规划及各个阶段工作重心，并结合实际细化了未来三年发展目标。这些工作，推动汉腾生物大踏步前进，让大家看到了我们在困难时期仍然能够创造合同及营收翻番的巨大成绩，同时展现出公司产能跨越万升级别、业务全面覆盖人药及兽药领域的潜力。

回望过去，自汉腾生物诞生，诚惶诚恐，有迷茫、有反思、有懊悔，至今已走过了风风雨雨的七年。虽然弯路很多，困难不少，但一往无前、努力奋斗的初心永远未变。我们常说汉腾生物路很苦，但命很硬。在行业困境时仍能保持奋进，来之不易，让我惊喜，但又不意外。首先，我们年轻。年轻相信梦想，有着开放的思维和灵活的处事方式，虽缺乏经验、资源，但我们却能更快、更好的适应环境。其次，我们热爱。因为热爱，所以专注、坚持，能抵抗压力、抵制诱惑，坚信长期主义。不论对自己、对客户、对技术、对项目，更是对事业。最后，我们行道。所谓行道就是走正道，尊重自然规律、科学法则、市场规则，坚持价值创造、专业经营，这些价值观支持我们从实验室成功走向社会，创造更多的社会价值。七年是个关口，99%的创业公司活不过七年，活过七年的公司具有强大的生命力，但对汉腾生物来说仅仅是生命的开始。人活着总是要面对两个问题，一是生存，必须活着；二是活着，必须有价值、对社会有贡献。汉腾生物也一样，当下解决了生存问题，今后就是要想方设法去推动生物技术行业的快速发展，对社会做出更大的贡献。

展望未来，前途无限光明，道路仍有曲折。2022年中国生物技术的小组赛已然结束，2023年将进入淘汰赛，淘汰赛是残酷的、无情的。要充分发扬已有的有效做法、摒弃过去的一些不适用的打法，要进一步创新思维，改变自我、甚至于自我革命。战略上，不仅着眼于当下，必须认清现实、立足长远；经营上，不仅局限于完成项目，更要着眼于市场开拓、节流开源、提高综合效益，逐步建立以品牌、人才输出的轻资产运营理念，建立科学体系、避免盲目投入，以高净资产回报率回馈股东；管理上，努力营造团结合作、积极奋进、专业高效的工作氛围，既发挥好现有人才的积极性、创造性、主观能动性，又要广纳英才，进一步优化公司的人才结构，努力打造一支能打硬仗、能打胜仗的人才队伍。

改变看似很难、很痛，且伴随着高风险，但唯有改变才能成为更好的自己。“你不知道你，所以你是你，如果你知道了你，你就不是你了。”海子曾说：“要有最朴素的生活和最远的梦想，即使明天天寒地冻，山高水远，路远马亡。”生命如是，企业亦如是。我坚信，在各位领导的大力支持、朋友们的密切配合、战友的努力拼搏下，2023年汉腾生物一定能实现营收翻番、利润大幅提升的骄人业绩。

最后祝愿大家在兔年能够活得红红火火，也希望汉腾能活成马中赤兔。

汉腾生物
CEO 沈潇
2023年1月25日于德国柏林

Dear stakeholders, colleagues and friends of Canton Biologics:

2022 has been put to an end, and Canton Biologics has just celebrated its 7th birthday. In the year of complicated international situation and changing pandemic control, and the year when Chinese domestic economy faced the biggest challenge ever since the Economic Reforms, as well as the year when rising Chinese biotechs met the greatest difficulties. However, it was the first year for Canton Biologics to look back asking “how it was" instead of struggling "how to survive".

In 2022, the achievements of Canton Biologics were so obvious: 100 new "Cantoners" have joined us; the series C financing round is closing, and the IPO is on the way; with the joint efforts of Bethlehem and Fyonibio, our technology platforms and capabilities has come to a new level, especially in the fields of IgM expression platform, expression host cells, intensified cell culture, novel formulation and analytical platforms; the Kunlun GMP manufacturing center was completed and operated as scheduled, and entered competition for international phase III and commercial production projects; in cooperation with Guangzhou High-tech Investment Co., Ltd, our new manufacturing center Gaoteng will be completed in early 2023, which will expand our GMP production capacity into microbial and gene/cell therapy area, thus started our implementation of all-type biomedicine CDMO strategic layout; for the first time we made three ten-year long-term strategic plans, drafted work focus for each stage, and made the detailed development objectives for the next three years. All the great achievements above have jointly pushed our business to leap forward, enabled us to make huge progresses to double contract volume as well as sales revenue at the same time, despite the hard time. In addition, our production capacity was increased to 10,000 liters level, and our business scope expanded to not only human healthcare but also veterinary medicine.

We look backwards into the past, and ahead into the future. Cantoners have worked hand in hand for seven years, there were fear, confusion, rethinks and regrets. We met detours as daily life, and difficulties when we least expected to, while hard work is the only companion. We often say Canton Biologics has a hard life, but a firm life. It was hard-won for Canton to keep forging ahead throughout the difficulties. It was surprising, but not unexpected. First of all, we are young. Young team who still believes in dreams, is open minded and remains flexible. Though lack of experience and resources, we adapted ourselves to the environment much better and faster. Second, we are passionate. For the passion, we always stay focused and persistent, take pressure and resist temptation, and firmly believe in long-termism, to ourselves, to customers, to technology, to projects, and more importantly to our mission. Finally, we pursue Dao. This means we head to the right direction. We respect the law of nature, law of science, and the rule of market, and we persist on value creation and professional management. These values support us to move from the laboratory to the society and create more value for the society. 99% of start-ups cannot make seven years, however, it is only a start. Human being always face two questions in life, one is to survive, and the other is to find the value of life. For a company it is the same. After solving the problem of survival, we have to start to answer what is the value of Canton Biologics’s existence?

The group stage tournament of Chinese Biotech has ended in 2022, and it enters the elimination round from 2023. The old plays no longer work, and the changes and even revolution is on its way. For strategy, we can no longer only focus on current issue, but must consider long-termism; for management, upgrading is in need, and professional and systematical management are the way out through self-innovation; for operation, project completion is not enough, we have to move from “done” to “well done”. At the same time, financial parameters must be taken into account as gross margin and profit rate must be considered; for corporate development, subjective investment concept must be abandoned. A scientific investment system must be established and the return-of-the-investment rate and strategic growth objectives need to be balanced. Change, of course, is always hard, painful, and accompanied by high risks, but it is the only way that can lead us better. "You don't know yourself, so you are yourself. If you know yourself, you are no longer yourself." Change is the only way to achieve our dream, our vision and our fate. Despite the fact that we have to go through what Haizi once said: "Have the simplest life and the farthest dream, even if you have to face coldness tomorrow, the mountains tall, the waters apart, the roads far away, and horse dying." True for life. True for Canton.

At the very end, I would like to wish you all a prosperous life in the Year of the Rabbit, and wish our Canton Biologics will live to a “Red Rabbit among horses”. (Chi Tu, a legendary horse with red hair, the ride of Guan Yu, A Chinese hero warrior and one of the Chinese god of wealth)

Canton Biologics

CEO Xiao Shen

Berlin, Germany, Jan,25th, 2023