基础化工行业周报:合成生物学周报:呼和浩特发布合成生物制造政策措施,常德审议生物制造产业发展促进条例
Huaan Securities·2024-12-31 10:55

Investment Rating - The industry rating is "Overweight" [6] 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 [6]. Summary by Sections 1. Market Dynamics - In the week of December 23-27, 2024, the overall performance of stocks in the synthetic biology sector was moderate, with an increase of 2.22%, ranking 18th among sectors [13]. 1.1 Secondary Market Performance - The synthetic biology index rose by 2.21 percentage points to 1001.596, outperforming the Shanghai Composite Index by 1.26 percentage points and the ChiNext Index by 2.43 percentage points during the same week [6]. 1.2 Company Business Progress - Jinfa Biological's project for 100,000 tons of biodegradable modified resin has been approved [19]. - The green hydrogen project by the Xingan League for producing 500,000 tons of green methanol has been publicly announced [19]. - The Gansu Bozhou project for producing 30,000 tons of DDDA (dodecanedioic acid) has been publicized, with a total investment of 1 billion yuan [45]. 1.3 Industry Financing Tracking - Yili Pharmaceutical completed an angel round financing on December 24, 2024, raising nearly 100 million yuan [26]. - Xiwei Biological completed an A round financing on December 25, 2024, raising nearly 100 million yuan [26]. 1.4 Company R&D Directions - The report mentions the collaboration between Jinfa Biological and Hebei University on developing biodegradable TPU particles for waterproof breathable membranes [29]. 1.5 Industry Research Dynamics - A comprehensive research platform for deep-sea microorganisms has been established by Shanghai Jiao Tong University and BGI, focusing on the collection, cultivation, and development of deep-sea microbial resources [32].