合成生物学周报：天津大学合成生物与生物制造学院正式揭牌，凯赛生物出资成立新公司-20250513

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the ongoing active research in life sciences and the global wave of biotechnology revolution, which is accelerating integration into economic and social development, providing new solutions for 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 Dynamics - The synthetic biology sector has seen a decline of 8.90% in the index during the week of May 5-9, 2025, underperforming compared to the Shanghai Composite Index and the ChiNext Index by 10.82% and 12.17%, respectively [4][15]. - The report notes that the synthetic biology index is composed of 58 listed companies across various sectors, including chemicals, pharmaceuticals, and food [4]. 2. Company Business Progress - Tianjin University has established the first synthetic biology and bio-manufacturing college among top-tier universities in China, aiming to address challenges in biotechnology and industry transformation [7]. - Kasei Biotech and South Korea's 3P.COM have jointly established Hefei Hydrogen He New Materials Co., focusing on bio-based materials technology [8]. - The report mentions several projects and collaborations, including a bio-based long-chain α-olefin synthesis project between Luzhou Chemical and Shanxi Coal Chemical Institute, and a partnership between Bio Island Laboratory and Wanhua Chemical [22][23]. 3. Industry Financing Tracking - The report indicates that financing in the synthetic biology sector is accelerating, with nearly a hundred companies completing new rounds of financing since the beginning of 2025. Notable examples include Suzhou Yulu Qianxing Biotechnology completing several million yuan in Series A financing [27][29]. - Atlas Data Storage has completed a $150 million seed round, setting a record in the field, focusing on DNA storage technology [29].