基础化工行业周报:合成生物学周报:2024合成生物学产业发展大会成功举办,常州开启生物学领域核心技术需求征集
Huaan Securities·2024-12-18 06:27

Investment Rating - The industry investment rating is "Overweight" [1] Core Views - 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 [3][4]. Summary by Sections 1. Synthetic Biology Market Dynamics - The synthetic biology sector has seen a decline of 8.94% in stock performance during the week of December 9-13, 2024, ranking 32nd among sectors [17]. - The top five performing companies in this sector during the same week were Shuangta Food (+19%), Jindan Technology (+13%), Zunming Co. (+12%), Lianhua Health (+12%), and Berry Genomics (+12%) [20]. - Conversely, the five companies with the largest declines were Kelun Pharmaceutical (-6%), BeiGene (-6%), Dongfang Group (-5%), Novozymes (-4%), and Teva Pharmaceutical (-4%) [22]. 1.2 Company Business Progress - Domestic company Maishi Bio has signed a contract for a project to produce pharmaceutical excipients from agricultural waste, specifically straw, with a capacity of 100,000 tons [26]. - Tongkun Group has signed a strategic cooperation agreement with Hesu Times to produce bio-based antibacterial polyester [26]. - Sichuan Xingzhu's 300,000-ton bio-based materials project is set to begin operations in January 2025 [27]. 1.3 Industry Financing Tracking - Financing in the synthetic biology sector is accelerating, with companies like Yiru Bio completing several rounds of financing, and Cradle Bio raising $73 million in a Series B round [37][38].