华安证券：生物制造迎战略机遇期 构建AI+新质生产力新业态

Group 1 - Synthetic biology is a new direction for productivity transformation and upgrading, integrating multiple disciplines to design and construct new biological systems for specific functions [1] - The current global synthetic biology industry is in a rapid development phase, with domestic policies continuously strengthening support, creating rich investment opportunities across the industry chain [1][2] - AI technology significantly enhances research and development efficiency through modeling and simulation, which will continue to empower synthetic biology research in China [2] Group 2 - The international advantages in synthetic biology are primarily concentrated in the US and Europe, with domestic policies being developed at the provincial and municipal levels to guide and support the industry [2] - The synthetic biology industry chain consists of three layers: upstream tool layer focusing on enabling technology development, midstream platform layer providing empowering technology platforms, and downstream application layer delivering innovative products to various vertical industries [3] - Each layer of the synthetic biology industry has distinct core barriers, with patents being important but not encompassing the entire industry's core challenges [3]