基础化工行业周报：合成生物学周报：第二届合成生物智造与技术应用产业峰会圆满成功，昌进生物解码未来食品

Investment Rating - The industry investment rating is "Overweight" [2] 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 [2][4]. Summary by Sections 1. Synthetic Biology Market Dynamics - The synthetic biology sector has seen a decline of 8.94% in the index during the week of November 11-15, 2024, underperforming compared to the Shanghai Composite Index and the ChiNext Index by 5.42% and 5.58%, respectively [2][14]. - The top five performing companies in the synthetic biology sector during this period were Dongfang Shenghong (+17%), Zunming Co. (+12%), Lianhua Health (+12%), Jiabiou (+9%), and Huafeng Chemical (+5%), with three from food and biomedicine and two from chemicals [17]. 1.1 Secondary Market Performance - The overall performance of synthetic biology stocks was poor, with a drop of 8.94%, ranking 32nd among sectors [14]. 1.2 Company Business Progress - Notable developments include the signing of a strategic cooperation agreement between Zhongke Baiyi and Sugar Energy Technology to innovate in bio-based PEF materials [22]. - Jiangsu Heji's new project for polylactic acid fiber with a total investment of 1 billion yuan aims to produce 100,000 tons annually [22]. - Tianwu Technology completed over 100 million yuan in Series A financing to enhance its AI protein design capabilities [4]. 1.3 Industry Financing Tracking - The report notes an acceleration in financing for synthetic biology companies, with nearly a hundred firms completing new financing rounds since the beginning of 2024 [33]. - Hunan Maikenwei Technology completed angel round financing exceeding 10 million yuan, focusing on biocatalysts for agriculture and feed [34]. 1.4 Company R&D Directions - The report emphasizes the importance of R&D in synthetic biology, with companies focusing on innovative solutions across various sectors including food, cosmetics, materials, and pharmaceuticals [2][4]. 1.5 Industry Research Dynamics - The report discusses the successful hosting of the second Synthetic Biology Intelligent Manufacturing and Technology Application Industry Summit, which gathered over 40 experts to discuss industry trends and innovations [2][4].