合成生物学周报：海南出台推动生物制造产业高质量发展行动方案，大连港完成首单国生产物质甲醇加注-20250723

Investment Rating - The report does not explicitly state an investment rating for the synthetic biology industry Core Insights - The synthetic biology sector is experiencing a global biotechnology revolution, 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 the Development of the Bioeconomy," indicating a trillion-yuan market potential in the bioeconomy [4][5] Market Performance - The Huazhong Synthetic Biology Index rose by 14.49% to 1709.48 during the week of July 14-18, 2025, outperforming the Shanghai Composite Index by 13.8 percentage points and the ChiNext Index by 11.32 percentage points [5][18] - The overall performance of synthetic biology stocks was strong, with the top six performing companies being all from the pharmaceutical sector, including Kanghong Pharmaceutical (+22%) and Zhejiang Zhenyuan (+19%) [20][23] Company Developments - China National Pharmaceutical invested approximately 6.8 billion yuan to acquire 95.09% of Lixin Pharmaceutical, enhancing its R&D capabilities in oncology [26] - New Fengming invested 100 million yuan in Hefei Lifeng Biotechnology to promote the industrialization of bio-based polyester PEF [26] - Sichuan Huanlong Ecological Technology received approval for a 1.5 billion yuan bamboo fiber project, expected to produce 250,000 tons of bleached bamboo pulp annually [27] - Cargill and HELM AG launched the world's largest bio-based BDO project in Iowa, with an investment of 300 million USD, showcasing the potential of bio-based materials in the chemical industry [29] Industry Financing - The synthetic biology sector has seen accelerated financing, with nearly 100 companies completing new funding rounds in 2025. Notable examples include Tuoxin Tiancheng, which raised nearly 40 million USD for T-cell immunotherapy product development [35] - Illimis Therapeutics completed a 58 billion KRW (approximately 42 million USD) B round financing to advance its Alzheimer's disease candidate [35] Research and Development - Fuhong Hanlin announced the completion of the first patient dosing of its innovative HER2 antibody HLX22 in the US, marking a significant milestone in cancer treatment [39] - He Yuan Biotechnology's plant-derived recombinant human serum albumin received approval, representing a breakthrough in the field of plant-based recombinant protein drugs [39]