基础化工行业周报：合成生物学周报：凯赛生物66亿定增落地，深圳合成生物等75亿元产业基金落地

Investment Rating - The industry investment rating is "Overweight" [1] Core Views - The report highlights the ongoing active research in life sciences and the integration of biotechnology into economic and social development, 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 the development of the bio-economy, indicating a trillion-yuan market potential in this sector [1][3]. Summary by Sections 1. Industry Market Dynamics - The synthetic biology sector has seen a decline of 4.52% in the index during the week of December 2-6, 2024, underperforming compared to the Shanghai Composite Index and the ChiNext Index by 6.85% and 6.46%, respectively [1][14]. - The report notes that the synthetic biology index consists of 58 listed companies involved in synthetic biology and related technologies, covering various fields including chemicals, pharmaceuticals, and food [1]. 2. Company Business Progress - The establishment of the Zhiyu Biotechnology green manufacturing plant and the 100-ton synthetic natural flavor production center marks a significant step in industrial application of artificial intelligence in biotechnology [19]. - Hebei Haotian Technology has successfully produced sustainable aviation fuel (SAF) with an annual capacity of 20,000 tons, contributing to the green development of the aviation industry [20]. - Bota Bio has entered a strategic partnership with Pechoin to explore the integration of cosmetic raw materials and biotechnology [20]. 3. Industry Financing Tracking - The report indicates that financing for synthetic biology companies is accelerating, with nearly 100 companies completing new financing rounds at the beginning of 2024. Qi He Biotechnology completed over 200 million RMB in Series A financing to enhance its gene editing technology [29]. - Industrial Microbes announced successful completion of a $10 million seed round financing to improve its microbial engineering capabilities for commercial applications [29]. 4. Company R&D Directions - Jiangsu New Thinking Bio and Shanghai Jiao Tong University have established a joint research center focusing on bio-based and biodegradable polymer materials [32]. - New Element Pharmaceuticals has signed an exclusive commercialization agreement for a new gout drug, marking a significant breakthrough in its commercialization efforts [33].