生物制造产业化提速 上市公司竞逐万亿元蓝海
Zheng Quan Ri Bao Wang·2025-12-19 14:01

Core Insights - The biomanufacturing industry in China has reached a total scale of 1.1 trillion yuan, with bioproducts accounting for over 70% of global production [1] - Biomanufacturing is recognized as a strategic emerging industry that can drive new economic growth and foster innovation across pharmaceuticals, chemicals, and fuels [1] Industry Development - Biomanufacturing utilizes industrial biotechnology, including genetic engineering and synthetic biology, to process and convert materials through microorganisms, enzymes, or cells, with applications in pharmaceuticals, new materials, renewable energy, ecological protection, and modern agriculture [2] - The Chinese government has implemented multiple policies to support the development of the biomanufacturing industry, aiming to cultivate over 20 pilot platforms by 2027, serving more than 200 enterprises and incubating over 400 products [2] - Local governments are actively creating high-end biomanufacturing clusters, with regions like Beijing, Shanghai, Guangdong, and Zhejiang introducing supportive policies and establishing specialized funds for industry development [2] Innovation and Collaboration - The synergy of policy, capital, and technological innovation is providing strong support for the industrialization of biomanufacturing, creating a resilient and dynamic industry ecosystem [3] - Numerous listed companies are entering the biomanufacturing sector to capitalize on market opportunities, with strategic collaborations being formed, such as the partnership between Lude Biological Environmental Technology Co., Ltd. and Zhejiang Hanghua New Materials Technology Co., Ltd. [3][4] Market Applications - In the field of medical health, Wuhan Heyuan Biotechnology Co., Ltd. has developed several pharmaceutical products using rice endosperm cell bioreactors, with one of its innovative drugs being recognized as a landmark biomanufacturing product for 2024 [4] - Shanghai Kaysai Biotechnology Co., Ltd. is focusing on new bio-based materials, developing bio-based polyamide composite materials that are competitive with metals in strength while significantly reducing carbon emissions compared to traditional petroleum-based products [4] - The biomanufacturing industry is expected to see significant breakthroughs in replacing fossil raw materials in various sectors, including chemical materials, aviation fuels, and textile fibers, driven by increasing environmental awareness and technological advancements [4][5]