基础化工行业周报：合成生物学周报：工信部出台生物制造创新发展政策，杭州市发布合成生物产业培育行动计划

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the 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's overall performance was average, with a decline of 0.84% during the week of December 30, 2024, to January 3, 2025 [21]. - The Huazhong Synthetic Biology Index outperformed the Shanghai Composite Index by 4.71 percentage points and the ChiNext Index by 7.73 percentage points [4]. 1.1 Company Business Progress - Shenzhen Youwei Technology Holdings Group signed a contract for a 300,000-ton biodegradable polyvinyl alcohol (PGA) project in Changsha, with a total investment of 2.3 billion yuan, expected to generate an annual output value of 10 billion yuan [27]. - Shandong Guyu Biotechnology Co., Ltd. announced an ecological co-production project with a total investment of 2.80756 billion yuan, aiming to produce various biochemicals [27]. - IFF launched TEXSTAR™, an innovative enzyme solution aimed at transforming the texture of dairy and plant-based fermented foods [28]. 1.3 Industry Financing Tracking - Synthetic biology companies are accelerating financing, with nearly a hundred companies completing new rounds of financing at the beginning of 2024. For instance, Guangzhou Ruifeng Biotechnology Co., Ltd. secured several hundred million yuan in financing to advance gene-editing drug clinical trials [33]. - NewPro completed a seed round financing of several million dollars to enhance its protein expression technology and scale up production [33]. 1.4 Company R&D Directions - Zhanbeisi Biotech launched a new type of rice protein with a protein content of ≥80%, utilizing non-GMO materials to enhance flavor and stability [38]. - A collaboration between Beijing University of Chemical Technology and Beijing Huaten Rubber & Plastic Products Co., Ltd. focused on the application of bio-based rubber materials in glove production [39].