海正药业，为何进入合成生物学赛道？

Core Viewpoint - The establishment of Zhejiang Yansheng Synthetic Biology Technology Co., Ltd. by Haizheng Pharmaceutical marks a strategic entry into the synthetic biology sector, which has been in preparation for several years despite appearing sudden to the public [1][2]. Group 1: Company Strategy and Positioning - Haizheng Pharmaceutical's move into synthetic biology is based on its deep expertise in microbial fermentation technology, which aligns well with the principles of synthetic biology [2][3]. - The company aims to leverage its 69 years of experience in pharmaceuticals to differentiate itself from pure R&D-focused startups, emphasizing its manufacturing capabilities [3]. - Yansheng Synthetic plans to focus on high-value specialty raw materials, defining its core competitiveness as superior industrialization capabilities rather than just R&D [7][9]. Group 2: Market Landscape and Competition - The synthetic biology industry in China is rapidly evolving, characterized by numerous participants and a competitive landscape described as "a hundred schools of thought contend" [4]. - Major competitors are categorized into industrial integrators, bulk material leaders, R&D platform-driven startups, and pharmaceutical spin-offs, each with distinct business models and market focuses [5][8]. - Yansheng Synthetic's strategy is to occupy a middle ground, avoiding direct competition with bulk commodity leaders while focusing on high-value products [7][9]. Group 3: Product Development and Innovation - The company plans to launch its first products by August 2025, showcasing the advantages of synthetic biology over traditional methods, particularly in terms of environmental sustainability and product consistency [10]. - The traditional production methods for health products rely heavily on natural resources, which pose supply and environmental challenges, while the synthetic biology approach offers a more stable and eco-friendly alternative [10][11]. - The main challenge for Yansheng Synthetic will be to control production costs to be competitive with traditional extraction methods, which is crucial for large-scale adoption [11][12].