合成生物学周报：2024年绿色技术推广目录公示，云南全力推进生物制造高质量发展

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing active research in life sciences and the global wave of biotechnology revolution, which is accelerating integration into economic and social development. This provides new solutions for 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 the development of the bio-economy, indicating a trillion-yuan market potential [1][3] - The Synthetic Biology Index, compiled by Huazhong Securities, consists of 58 listed companies involved in synthetic biology and related technologies. The index rose by 10.30% to 1133.63 during the week of November 25-29, 2024, outperforming the Shanghai Composite Index by 8.48 percentage points [1][15] Summary by Sections 1. Market Dynamics - The synthetic biology sector showed strong performance in the secondary market, with an overall increase of 10.30% during the specified week, ranking first among sectors [15] - The top five companies in terms of weekly gains included Zunming Co. (+11%), Baolingbao (+11%), Huadong Medicine (+11%), Shuangta Food (+10%), and Suzhou Longjie (+10%), with three from food and biomedicine, one from medicine, and one from chemicals [18] 2. Company Developments - Yibin Paper Industry plans to invest 330 million yuan in a bamboo pulp molding project to replace plastic packaging, aiming for an annual production of 6,600 tons [23] - Koestrich has expanded its production capacity for bio-based coating raw materials in the Asia-Pacific region, enhancing local supply and sustainability efforts [23] - The project by Zhongke Guosheng aims to produce 600 tons of HMF and 400 tons of FDCA annually, with a total investment of 50 million yuan [27] 3. Financing Trends - Synthetic biology companies are accelerating financing, with nearly a hundred firms completing new rounds of funding at the beginning of 2024. For instance, Jiyinda Biotechnology completed several million yuan in A+ round financing to enhance product pipeline development and global market expansion [35] - Enveda announced a $130 million C round financing to advance multiple drug candidates and projects, with its first pipeline entering clinical trials [35]