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美容护理行业周报:肽源生物获全链长胶原蛋白专利授权,创重组胶原新突破
CHINA DRAGON SECURITIES·2024-11-05 00:31

Investment Rating - The investment rating for the beauty care industry is "Recommended (Maintain)" [1][3]. Core Insights - Peptide Source Biotechnology has received a patent for a method of efficiently secreting full-length collagen protein in Pichia pastoris, marking a significant breakthrough in recombinant collagen technology [1][19]. - The medical beauty industry is experiencing strong market vitality and consumer potential, driven by both regulation and innovation [3][23]. - The report emphasizes the importance of new product launches in the medical beauty sector, with a focus on companies like Giant Bio, Haohai Biological, Huaxi Biological, East China Pharmaceutical, and Runben Co., Ltd. [3][23]. Summary by Sections 1. Weekly Market Performance - From October 28 to November 1, 2024, the Shenwan Beauty Care Index rose by 0.34%. The top five gainers included Qingdao Jinhwang, Lihua Kechuang, Qingsong Co., Ltd., Langzi Co., Ltd., and Wanjian Medical [8]. 2. Industry News - The Kunshan Institute of Technology held a forum to accelerate innovation in the medical beauty field, focusing on new production capabilities [11]. - The Angel Needle annual empowerment growth course and competition were launched to promote new developments in the medical beauty industry [12]. 3. Key Company Announcements - Peptide Source Biotechnology announced the authorization of a patent for a method to express full-length collagen protein, enhancing its patent portfolio in the recombinant collagen field [1][19]. - Other companies like Water Sheep Co. and Lafang Co. made announcements regarding stock options and shareholding changes [15][16]. 4. Weekly Perspective - The authorization of the full-length collagen protein patent by Peptide Source is a significant step forward, addressing challenges in the efficient secretion of large molecular proteins [19][22]. - The report highlights the advancements in recombinant collagen technology, which is expected to expand its applications in tissue engineering and regenerative medicine [22]. 5. Investment Recommendations - The report suggests focusing on companies such as Giant Bio, Haohai Biological, Huaxi Biological, East China Pharmaceutical, and Runben Co., Ltd. due to their potential in the evolving medical beauty market [3][23].