基础化工行业周报：合成生物学周报：中东巨头收购科思创，具有真核核小体的大肠杆菌首次被构建成功

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing active research in life sciences and the global wave of biotechnology revolution, which is accelerating integration into economic and social development, providing new solutions for major challenges such as health, climate change, resource security, and food security [1] - The "14th Five-Year Plan" for biological economy development has been issued by the National Development and Reform Commission, indicating a trillion-yuan market potential in the biological economy [1] - The Synthetic Biology Index, compiled by Huazhong Securities Research Institute, includes 58 listed companies involved in synthetic biology and related technology applications, covering various sectors such as chemicals, pharmaceuticals, and food [1] Market Performance - For the week of October 7-11, 2024, the Synthetic Biology Index decreased by 1.75% to 1183.06, while the Shanghai Composite Index fell by 3.56% and the ChiNext Index dropped by 3.41%, indicating that the Synthetic Biology Index outperformed both indices by 1.81% and 1.66% respectively [1] - The top-performing companies in the synthetic biology sector during this week included Te Bao Biological (+6%), Kai Sai Biological (+5%), Xin He Cheng (+4%), and Zhong Liang Technology (+3%) [12] Company Developments - Danimer Scientific and Ningbo Jialian Technology Co., Ltd. announced the commercial use of home-compostable PHA cups, providing an alternative to traditional paper cups [15] - Kai Sai Biological invested 30 million yuan to establish Anhui Hexian New Material Co., Ltd., indicating confidence in the bio-based fiber market [16] - Sai Tu Biological and Insilico Medicine reached a strategic cooperation to utilize AI technology in synthetic biology research and drug development [17] - Avantium and Plastipak signed a purchase agreement to apply PEF in beverage and food packaging, expanding Avantium's PEF value chain [18] Financing Trends - Synthetic biology companies are accelerating financing, with nearly a hundred companies completing new financing rounds since the beginning of 2024 [24] - Xiu Shi Biological completed nearly 100 million yuan in Pre-A round financing, which will be used for the development of its innovative peptide synthesis technology platform [25] - Basecamp Research, a London-based AI startup, completed $60 million in oversubscribed B round financing to enhance its bio-data collection capabilities [25]