合成生物学周报：苏州发布加快推动生物制造产业发展行动计划，美国FDA拟取消self-GRAS条款

Investment Rating - The industry investment rating is "Overweight" [1] Core Views - The report highlights the ongoing global biotechnology revolution, which is actively integrating into economic and social development, 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 Bioeconomic Development," indicating a trillion-yuan market potential in the bioeconomy [3][4]. Summary by Sections 1. Industry Market Performance - The synthetic biology sector saw a decline of 4.83% in the week of March 10-14, 2025, ranking 32nd among various sectors [15]. - The Huazhong Synthetic Biology Index dropped to 1364.84, underperforming compared to the Shanghai Composite Index by 6.22 percentage points [4][15]. 2. Company Business Developments - Sinopec's bio-based polyethylene products have successfully been exported to Japan, marking a breakthrough in international trade [22]. - SF Express signed a bulk purchase agreement for sustainable aviation fuel (SAF) with Sinopec Hong Kong, aiming to reduce costs and improve logistics [22]. - Shanghai Huide Technology established a company focused on bio-based materials, expanding its production scale and integrating resources [24]. - Toray Industries announced that it will use a mass balance method in producing acrylic fibers, achieving ISCC PLUS certification [24]. - SK Energy signed a contract to supply over 20,000 tons of SAF to Cathay Pacific by 2027, furthering its commitment to sustainable fuel production [25]. 3. Industry Financing Tracking - The synthetic biology sector is experiencing accelerated financing, with nearly a hundred companies completing new rounds of financing since the beginning of 2025 [31]. - Xin Hai Bio announced a strategic investment from Sinochem Capital, enhancing its capabilities in enzyme preparations and chiral chemicals [32]. - Epoch Biodesign secured $18.3 million in Series A funding to develop a facility for enzyme-based nylon recycling [32]. 4. Industry Research and Development Directions - Shenzhen Qimei achieved a breakthrough in separating cellulose from straw, which is expected to significantly improve resource utilization and reduce environmental pollution [35].