基础化工行业周报:合成生物学周报:中科国生举办生物基产业研讨会,产业技术基础公共服务平台申报开启
Huaan Securities·2024-10-21 09:00

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing active research in life sciences, with a biotechnology revolution accelerating integration into economic and social development, providing innovative solutions to major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan" for the development of the bio-economy, indicating a trillion-yuan market potential [1][2] - The Huazhong Securities Synthetic Biology Index, which includes 58 listed companies involved in synthetic biology and related technologies, has seen a decline of 1.10% to 1170.02 points during the week of October 14-18, 2024, underperforming compared to the Shanghai Composite Index and the ChiNext Index [1][12] Summary by Sections Market Dynamics - The synthetic biology sector's stock performance was poor, with a decrease of 1.10%, ranking 30th among sectors [12] - The top five performing companies in the synthetic biology sector during the week were Hanyu Pharmaceutical (+12%), Te Bao Biological (+10%), Lianhua Health (+9%), Huaheng Biological (+9%), and Jinbo Biological (+8%) [12] Company Developments - Henan Junheng Industrial Group has launched a sustainable aviation fuel project with a capacity of 1 million tons per year, investing 3.146 billion yuan to expand its production capacity [16] - Yongkai Biotechnology is constructing a smart factory for 50,000 tons of bio-based succinic acid, utilizing yeast engineering strains for production [17] - Jingbo has established the world's first demonstration production line for bio-based polybutylene succinate rubber, enhancing green low-carbon development in various applications [18] Industry Financing - The synthetic biology sector is experiencing accelerated financing, with nearly a hundred companies completing new financing rounds since the beginning of 2024 [26] - Suzhou Juweiyuan Biotechnology completed a Series B financing round, while UK startup Pact raised 10 million euros for developing collagen-based bio-materials [26][27]