“双向奔赴”，领跑新质蛋白新赛道

Core Viewpoint - The collaboration between China National Investment Corporation's subsidiary and Dongsheng Biotechnology marks a significant step in the new protein industry, integrating technology research and industrial application, and injecting strong momentum into the bio-manufacturing sector through central-local cooperation [1] Group 1: Bio-Manufacturing Overview - Bio-manufacturing is defined as the conversion of biological science and technology discoveries into actual products, processes, systems, and services, creating new manufacturing models and economic forms across various industries [2] - The bio-manufacturing industry in China has reached a scale of 1.6 trillion yuan, influencing downstream industries worth 10 trillion yuan, with projections to expand to 3 trillion yuan by 2030 [2] - New protein, a key component of bio-manufacturing, refers to edible proteins produced without traditional livestock or fishery methods, utilizing advanced biotechnologies for efficient production [2] Group 2: Strategic Recommendations - To seize opportunities in the new protein sector, it is recommended to establish interdisciplinary research platforms that integrate synthetic biology, fermentation engineering, and food science, facilitating shared research outcomes and accelerating technology application [3] - A complete industrial chain should be constructed, promoting deep integration of production, education, research, and application to shorten the distance from innovation to market [3] Group 3: Investment and Development - The "14th Five-Year Plan" emphasizes the need to strategically position future industries, with bio-manufacturing identified as a new economic growth point [4] - Dongsheng Biotechnology, a leading enterprise in the field, holds a 60% market share domestically and has established a mature production, learning, and research system [4] - The recent agreement allows for the direct use of existing fermentation facilities and the expansion of production capacity, facilitating the rapid industrialization of new protein [5] Group 4: Industry Insights - The global bio-manufacturing industry is still in its early stages, characterized by large platforms supporting technological innovation and small teams driving breakthroughs in synthetic biology [6] - The entry of state-owned enterprises into bio-manufacturing is timely, with significant investments exceeding 100 billion yuan and total market capitalization of invested companies surpassing 1 trillion yuan [6][7] - The collaboration aims to create a virtuous cycle of innovation, production, and market integration, enhancing the overall capacity and capabilities of Dongsheng Biotechnology [7]