海正药业进军新赛道 长三角合成生物产业百舸争流

Core Insights - Synthetic biology is described as a revolutionary science that allows for the engineering and redesign of biological systems to create desired biological entities or processes, with significant potential for producing drugs, energy, and materials [1] - The global synthetic biology market is projected to grow from $16 billion in 2024 to $138 billion by 2032, with an average annual growth rate of 27% over the past five years [1] - In China, the synthetic biology industry is rapidly developing, with major pharmaceutical companies like Haizheng Pharmaceutical actively entering the field [2][4] Company Developments - Haizheng Pharmaceutical has established a joint venture, Zhejiang Lunsing Synthetic Biology Technology Co., Ltd., focusing on synthetic biology, marking a strategic move into this emerging industry [1][2] - The company emphasizes its long-term commitment to the synthetic biology sector, leveraging its 55 years of fermentation technology expertise to enhance competitiveness in the industry [4][6] - Haizheng's "Synthetic Biology+" strategy aims to integrate various health-related fields, indicating a focused approach rather than a scattered one [5] Industry Challenges - Over 90% of synthetic biology companies in China are concentrated in downstream applications, primarily in the pharmaceutical and health sectors, facing common challenges in transitioning from basic research to product commercialization [4] - High initial costs and market price pressures pose significant challenges for synthetic biology companies, as seen with the drastic price reductions in certain products, leading to profit compression [5] - The competitive landscape is characterized by a survival-of-the-fittest mentality, with companies needing to innovate continuously to remain viable [5][6] Regional Insights - The Yangtze River Delta region is emerging as a hub for synthetic biology, with Shanghai recognized as a historical center for synthetic biology innovation in China [10][11] - The region's strategy includes a focus on building a complete industrial ecosystem for synthetic biology, with various initiatives and partnerships aimed at fostering innovation and commercialization [11][12] - Cities like Taizhou are leveraging their manufacturing capabilities and cultural strengths to position themselves advantageously within the synthetic biology landscape [7][9]