基础化工行业周报：合成生物学周报：上海百亿产业基金支持合成生物发展，常德四大合成生物项目正式签约

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the continuous active research in life sciences and the global wave of biotechnology revolution, which is accelerating integration into economic and social development. This provides new solutions for major challenges such as health, climate change, resource and energy 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 [4][10]. Summary by Sections 1. Synthetic Biology Market Dynamics - The synthetic biology sector showed a positive performance with an increase of 0.82% during the week of January 6-10, 2025, ranking 7th among various sectors [20]. - The Huazhong Synthetic Biology Index outperformed the Shanghai Composite Index by 2.15 percentage points and the ChiNext Index by 2.83 percentage points during the same period [5]. 1.1 Secondary Market Performance - The top five performing companies in the synthetic biology sector included Jinbo Bio (+5%), Shengquan Group (+5%), Aibo Medical (+3%), Juzi Bio (+3%), and Tebao Bio (+3%) [22]. 1.2 Company Business Developments - Huisi Le Health Technology and Aibio have signed a strategic cooperation agreement to promote the integration of synthetic biology and AI technology [28]. - Henan Huiyang's project for producing 1,000 tons of high molecular weight polylactic acid has commenced with a total investment of 500 million yuan, aiming for annual revenue of 600-800 million yuan [28]. - Zhejiang Tianfu Hongyun's project for producing 400,000 tons of biodiesel has been accepted for environmental assessment, with an investment of 800 million yuan [29]. 1.3 Industry Financing Tracking - The synthetic biology sector is experiencing accelerated financing, with nearly a hundred companies completing new financing rounds at the beginning of 2024. For instance, Libang Pharmaceutical completed a C round financing of 550 million yuan [33]. - Inari, a company based on synthetic biology technology, announced a financing of 144 million USD, bringing its total equity financing to over 720 million USD [33]. 1.4 Company R&D Directions - The report emphasizes the importance of R&D in synthetic biology, with companies focusing on innovative applications in various fields, including beauty and health [28]. 1.5 Industry Research Dynamics - The report notes significant developments in synthetic biology research, including the introduction of biobased chemicals into the "Encouraged Foreign Investment Directory" by the National Development and Reform Commission [10].