基础化工行业周报:合成生物学周报:浙江、广州、湖南多地支持合成生物产业发展,国投生物制造创新中心落地无锡
Huaan Securities·2025-02-17 11:44

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing global biotechnology revolution, emphasizing its integration into economic and social development, addressing major challenges such as health, climate change, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for Bioeconomic Development," indicating a trillion-yuan market potential in the bioeconomy [3][4]. Summary by Sections Industry Performance - The synthetic biology index increased by 2.28% to 1257.97 during the week of February 5 to February 14, 2025, outperforming the Shanghai Composite Index by 0.98% and the ChiNext Index by 0.40% [4][16]. Company Developments - Bota Bio announced a five-year strategic partnership with Syensqo to develop new scalp care ingredients, leveraging Bota's protein technology and Syensqo's expertise in hair care [23]. - The Baotou Zhongyuan Bio-based New Materials Co. received approval for a project to produce 10,000 tons of green high-performance bio-based fibers, with a total investment of approximately 1.01 billion yuan [23]. - Tianji Bio announced the acquisition of land and facilities from Wuhan Kaishun to establish a biomass energy base for producing green methanol and sustainable aviation fuel [26]. - CJ Biomaterials launched PHA straws in US restaurants, providing an eco-friendly alternative made from a biodegradable polymer [23]. Financing Trends - Synthetic biology companies are experiencing accelerated financing, with nearly 100 companies completing new funding rounds at the beginning of 2025. For instance, Aijie Boya completed a significant financing round to enhance its drug separation and purification solutions [31].