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2024年合成生物及原料药产业研究:中国合成生物学研发成果遍地开花,原料药产业迎来高质量发展新阶段
Tou Bao Yan Jiu Yuan·2025-01-10 13:19

Investment Rating - The report does not explicitly state an investment rating for the synthetic biology and APIs industry. Core Insights - The synthetic biology and APIs industry in China is experiencing rapid development, with significant advancements in technology and market potential across various sectors including agriculture, healthcare, and food consumption. The gap between China's synthetic biology development and that of advanced markets is narrowing, leading to a more complete industrial chain [4][5][6]. Summary by Sections Industry Overview - Synthetic biology has become a crucial frontier in biotechnology, with applications spanning agriculture, chemicals, food, and healthcare. The healthcare sector is the most prominent, involving drug development, disease diagnosis, and precision treatment [4][5]. - Traditional API production faces challenges such as low capacity utilization, inefficiency, and environmental pollution, necessitating technological breakthroughs. Synthetic biology offers solutions through gene editing, metabolic engineering, and cell factories, enhancing production quality and efficiency while reducing environmental impact [4][6]. Application Scenarios - Synthetic biology has penetrated various fields, establishing a positive feedback mechanism that supports efficient and green production. It aids in the production of eco-friendly pesticides and fertilizers in agriculture, low-carbon chemical raw materials, high-value food components, and innovative solutions for drug development in healthcare [5][6][11]. Market Size and Growth - The global synthetic biology market has seen rapid growth, driven by the urgent need for efficient treatment solutions in clinical settings and favorable policies in the healthcare sector. The market size increased from $1.9 billion in 2018 to an estimated $6.99 billion in 2023, with projections to reach $11.84 billion by 2028 [21][22]. Development Progress - China has entered a high-speed development phase in synthetic biology, adopting a "production, learning, research" collaborative approach. The number of patent applications in synthetic biology has significantly outpaced those in other countries, indicating a robust growth trajectory [22][23]. Policy Environment - Policies are fostering technological innovation, quality regulation, and market supply optimization, creating a conducive environment for breakthroughs in synthetic biology and APIs. Key policies include the "14th Five-Year Plan for Bioeconomy Development" and the "Implementation Plan for High-Quality Development of the API Industry" [26][27]. Supply and Demand Dynamics - China's chemical API production has shown an upward trend, with total output increasing from 2.304 million tons in 2018 to 3.936 million tons in 2023. The production of APIs for infection control and pain relief remains stable due to consistent clinical demand [28][29]. Representative Companies - Jointown Pharmaceutical has established itself as a significant player in the steroid drug intermediate market, ensuring a steady supply of starting materials and intermediates to meet market demands [34][35]. - Kasei Bio leverages advanced synthetic biology technologies to become a leading supplier of bio-based products, breaking the market monopoly of traditional chemical methods [38][39].