基础化工行业周报：合成生物学周报：聚乳酸和聚乙醇酸新国标正式实施，陕西省将重点发展合成生物

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the 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][3] Summary by Sections 1. Market Dynamics of Synthetic Biology - The synthetic biology sector experienced a decline of 3.62% in the week of October 28 to November 1, 2024, ranking 32nd among various sectors [8] - The report notes that the synthetic biology index, which includes 58 listed companies, fell to 1080.88 points during the same period, underperforming the Shanghai Composite Index by 2.78 percentage points but outperforming the ChiNext Index by 1.52 percentage points [1] 1.1 Secondary Market Performance - The top five performing companies in the synthetic biology sector during the week were Dongfang Group (+33%), Pingtan Development (+18%), Zhejiang Medicine (+12%), Luyuan Pharmaceutical (+5%), and Yifan Pharmaceutical (+3%) [9][12] - Conversely, the five companies with the largest declines were Huaheng Biological (-13%), Yabao Chemical (-12%), Fuxiang Pharmaceutical (-11%), Nuoviz (-9%), and Chutian Technology (-8%) [12] 1.2 Company Business Progress - Huafeng Chemical is planning to acquire 100% equity in Zhejiang Huafeng Thermoplastic Polyurethane and Zhejiang Huafeng Synthetic Resin, with the transaction expected to be disclosed by November 5, 2024 [13] - Wanhua Chemical's new production line for 20,000 tons of biomass polyvinyl alcohol water-soluble film has successfully topped out, marking a significant milestone in its construction [16] - Guizhou Moutai has established a synthetic biology fund with a total commitment of 797 million yuan, aiming to invest in health technology [16] 1.3 Industry Financing Tracking - Synthetic biology companies are accelerating financing, with nearly 100 companies completing new rounds of financing since the beginning of 2024. Anhui Huaheng Biotechnology announced it raised approximately 700 million yuan through a private placement [21] - LanzaTech received a $3 million grant from the U.S. Department of Energy for a project aimed at producing isopropanol from waste carbon dioxide [21] 1.4 Company R&D Directions - The report emphasizes the focus on cutting-edge technologies such as gene editing and engineered microbial systems, with support for establishing a resource library of probiotic strains and gene banks in Shaanxi Province [2][3] 1.5 Industry Research Dynamics - The fifth International Biological Design Research Conference was successfully held, covering topics such as big data analysis, gene editing, and biomanufacturing, aimed at showcasing the latest research and promoting collaboration [4]