非粮原料合成生物制造：政策、技术与资本共筑万亿赛道

Core Viewpoint - The non-grain raw material synthetic biological manufacturing industry in China has made significant progress, with partial industrialization in areas such as bio-based plastics, fibers, and rubber, driven by independent research and development and supportive government policies [2][5]. Group 1: Industry Development - The industry has seen increased capital attention, with local governments enhancing financial support, such as the establishment of a 5 billion yuan fund in Changde City for technology research and project implementation [2]. - The recent Fifth Biomass High-Value Utilization Forum in Hangzhou served as a crucial platform for promoting technological innovation and industry integration [2]. - The development of bio-based composite materials from straw is highlighted as a key opportunity to tap into a trillion-level market for bio-based new materials [2][5]. Group 2: Motivations for Development - Traditional biological manufacturing relies on food crops like corn and glucose, which can lead to conflicts over food and land resources. Utilizing approximately 900 million tons of straw produced annually in China can alleviate these issues while providing sustainable raw materials for large-scale production [6]. - The chemical industry’s heavy reliance on non-renewable resources like oil is becoming unsustainable. Non-grain raw material biological manufacturing can reduce this dependency and ensure a stable supply of raw materials for the green materials industry [6]. Group 3: Strategic Timing and Policy Support - The "14th Five-Year Plan" and "15th Five-Year Plan" emphasize biological manufacturing as a key economic growth point, with a target to increase the non-grain raw material proportion from less than 5% to 30% by 2030 [7]. - Continuous policy support from the State Council and relevant ministries aims to cultivate potential sectors like biological manufacturing, reinforcing the strategic direction for industry development [7]. - The current period is identified as a golden development phase for biological manufacturing, driven by national strategy, addressing food security concerns, and facilitating low-carbon industrial transformation [7].