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小核酸药爆发在即,上游设备耗材供应商「聚海恒创」完成数千万元融资|早起看早期
36氪· 2026-03-18 00:20
Group 1 - The core viewpoint of the article highlights that domestic nucleic acid synthesis equipment is increasingly competitive with imported products, particularly in the context of the growing demand for nucleic acid drugs [2][6]. - The company, Hangzhou Juhai Hengchuang Technology Co., Ltd., has completed a new round of financing amounting to several tens of millions, aimed at developing nucleic acid drug equipment and expanding into overseas markets [3][4]. - The founder and CEO, Wu Guangxi, emphasizes that the company is shifting its focus towards the development of equipment and consumables related to nucleic acid drug production, as this segment is seen as the largest growth point in the nucleic acid market [4][6]. Group 2 - The article notes that while domestic nucleic acid synthesis equipment can largely replace foreign equipment in research and testing fields, there remains a gap in the production of nucleic acid drugs due to higher requirements for capacity, compliance, and processes [6][7]. - The company has been expanding its overseas business since 2022, achieving significant revenue growth in markets such as Southeast Asia and the Middle East, where it has helped clients establish nucleic acid production lines from scratch [7][3]. - Automation and intelligent solutions in nucleic acid synthesis are identified as essential trends, as production efficiency is heavily influenced by equipment variety, supporting capabilities, and operator experience [7][4].