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·2025-02-18 00:30

Investment Rating - The industry investment rating is "Overweight" [1] Core Viewpoints - 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 Dynamics - The synthetic biology index, which includes 58 listed companies across various sectors, rose by 2.28% to 1257.97 during the week of February 5 to February 14, 2025, outperforming the Shanghai Composite Index by 0.98% [4][16]. - The synthetic biology sector's stocks performed well, with an overall increase of 2.28%, ranking 9th among various industries [16][18]. 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 annually, with a total investment of approximately 1.012 billion yuan [23]. - Tianji Bio acquired 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-based sustainable straws in US restaurants, promoting environmentally friendly alternatives [27]. Industry Financing - The synthetic biology sector has seen accelerated financing, with nearly 100 companies completing new funding rounds since the beginning of 2025. Notable financing includes a significant round for Aijie Boya, focusing on drug separation and purification solutions [31]. - Modern Synthesis raised $5.5 million to expand production capabilities for sustainable textiles made from nanocellulose [31].