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合成生物学周报:华东师大实现聚砜塑料低能耗升级回收,山东支持中碳和聚乳酸纤维项目
Huaan Securities·2025-06-06 01:23

Investment Rating - The industry investment rating is "Overweight" [2] 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 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 [5][12]. Summary by Sections 1. Industry Market Performance - The synthetic biology sector saw an increase of 1.13% in the week of May 26 to May 30, 2025, outperforming the Shanghai Composite Index by 1.16% and the ChiNext Index by 2.53% [6][20]. 2. Company Business Progress - Shanghai Puranwei and the Shanghai Academy of Agricultural Sciences signed a strategic cooperation agreement to develop mycelium leather technology, aiming to create a new type of biological material to replace traditional leather [26]. - Angel Yeast announced a 230 million yuan investment in a project focused on serum-free cell culture medium technology, marking its entry into the synthetic biology sector [26]. - Xiangsheng Technology unveiled its Shanghai product headquarters, focusing on the large-scale application of bio-based materials like FDCA and PEF [27]. 3. Industry Financing Tracking - The report notes an acceleration in financing for synthetic biology companies, with nearly a hundred companies completing new financing rounds since the beginning of 2025 [37]. - Haobo Pharmaceutical completed a $50 million B+ round of financing to advance its antisense oligonucleotide drug AHB-137 for chronic hepatitis B [37]. - Swiss biotechnology company GlycoEra raised $130 million in a B round to develop its IgG4-targeting protein degradation agents [37].