Group 1 - The Central Financial Committee's sixth meeting emphasizes the development of a national unified market and the high-quality development of the marine economy, highlighting the importance of marine economic growth for China's modernization [1] - The marine biomedicine sector is recognized as a significant area for development, with projections indicating that the market size in China will reach approximately 33.1 billion yuan in 2024, representing a 20% year-on-year growth [1] - Companies in the marine biomedicine industry, such as Sea King Biological (000078), Blue Ocean Biological (603739), and Chengyi Pharmaceutical (603811), are positioned to benefit from policy support and are undergoing value reassessment [1][2] Group 2 - Chengyi Pharmaceutical, as the first listed company in Zhejiang Province focused on marine biomedicine, has developed a strong presence in the sector, particularly with its core product, glucosamine hydrochloride, derived from natural sources like crab and shrimp shells [2] - The company has established a comprehensive supply chain from raw material extraction to drug formulation, enhancing its competitive edge in the marine biomedicine market [2] - Oriental Ocean is also gaining market attention, with its operations in marine seed breeding, aquatic product processing, and biotechnology, and has established collaborations with leading research institutions to enhance its research and development capabilities [3]
政策驱动海洋生物医药崛起,产业链覆盖诚意药业、东方海洋等多个标的