合成生物学周报：化销华中实现生物基产品突破，PEF生产商Avantium签署供应协议

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] Summary by Sections 1. Synthetic Biology Market Dynamics - The synthetic biology sector saw a decline of 4.13% in the week of October 21-25, 2024, ranking 32nd among various sectors [7] - Leading companies in terms of weekly gains included Dongfang Group (+43%), Yabn Chemical (+40%), and Fuxiang Pharmaceutical (+25%) [7][8] - Conversely, companies with the largest declines included Zhejiang Pharmaceutical (-4%), BeiGene (-4%), and New Hope Liuhe (-4%) [8] 1.1 Secondary Market Performance - The synthetic biology index decreased by 4.13% to 1121.50 points, underperforming compared to the Shanghai Composite Index, which rose by 1.17% [1] 1.2 Company Business Progress - Huaxiao Huazhong achieved a breakthrough in the sales process of bio-based benzene, marking a significant step in promoting green and sustainable products [1] - Avantium signed a supply agreement with Royal Vezet to produce bio-based PEF materials for salad bowls, indicating a growing trend in sustainable packaging solutions [2] - Cureverse entered a global exclusive option agreement for its drug CV-01 with AngeliniPharma, highlighting ongoing innovation in the pharmaceutical sector [2] 1.3 Industry Financing Tracking - Synthetic biology companies are experiencing accelerated financing, with nearly a hundred companies completing new funding rounds since the beginning of 2024 [13] - Element Driven completed a nearly 200 million yuan Series A financing round, aimed at technology development and market promotion [13] 1.4 Company Research and Development Directions - Nanjing Hesu and Yongrong signed a strategic cooperation agreement for a bio-based nylon project, showcasing collaboration in the bio-based materials sector [10] - Envalior launched a new bio-based PBT product for the automotive industry, emphasizing the application of sustainable materials in various sectors [11] 1.5 Industry Research Dynamics - The report notes significant advancements in synthetic biology research, with various companies focusing on innovative solutions and sustainable practices [1][2][10]