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 10:03

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing active research in life sciences and the global biotechnology revolution, which is 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 Biological Economy Development," indicating a trillion-yuan market potential in the biological economy [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 during the week of October 14-18, 2024, underperforming compared to the Shanghai Composite Index and the ChiNext Index [1][3] Summary by Sections 1. 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][14] 2. Company Business Developments - Henan Junheng Industrial Group has initiated a sustainable aviation fuel project with a capacity of 1 million tons per year, expected to generate over 10 billion yuan in annual sales [16] - Yongkai Biotechnology is planning a new intelligent factory project for producing 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] 3. Industry Financing Trends - Financing activities in the synthetic biology sector are accelerating, with companies like Suzhou Juweiyuan Technology completing multiple rounds of financing [26] - Pact, a UK-based startup, has raised €10 million to develop a collagen-based bio-material aimed at replacing traditional leather [26][27]