内容概要：核酸药物作为第三代药物模式，通过调控基因表达或干预蛋白质合成精准治疗疾病，具有靶 向不可成药靶点、长效性及研发周期短等优势，成为生物医药领域颠覆性前沿方向。全球老龄化与慢性 病高发推动需求激增，叠加基因编辑、递送系统等技术突破，2024年全球核酸药物市场规模突破230亿 美元，预计2030年超500亿美元，其中小核酸药物为核心赛道，销售额从2020年29亿美元增至2024年51 亿美元，形成"一超多强"格局，Spinraza、Amvuttra等明星产品领跑细分领域。政策端，中国通过《"十 四五"生物经济发展规划》等全链条政策构建制度保障，推动行业规范化发展；产业端，国内近200家企 业加速布局，瑞博生物、艾博生物等十余款产品进入临床，预计三年内国产药物密集上市，企业研发覆 盖肿瘤、代谢疾病等全领域，并通过License-out模式（如舶望制药获诺华超40亿美元订单）实现全球化 突破。技术迭代方面，肝外递送、AI设计等创新降低研发门槛，天津核酸医药产业园等集群效应凸 显，叠加医保支付改革与资本赋能，中国正从技术追随迈向全球创新竞技场，未来十年有望成为国际市 场核心参与者。 上市企业：君实生物（6881 ...

Group 1 - The World Gas Conference held in Beijing showcased over 300 companies and representatives from more than 70 countries, highlighting the global energy sector's advancements [2] - Jinka Intelligent, a key player from Qiantang New District, presented its innovations in smart kitchens and hydrogen metering solutions, emphasizing the strength of "Qiantang Manufacturing" [2] - Qiantang District aims to achieve an industrial output value exceeding 500 billion yuan by 2027, positioning itself as a global advanced manufacturing base [2] Group 2 - Jinka Intelligent has implemented a 5G smart production line, achieving a product first-pass yield rate of over 95% and reducing inventory turnover time by 20% [3] - Qiantang District has 266 companies at digitalization level 2.0, with 47 recognized as "future factories," leading the city for five consecutive years [3] - The district is actively promoting three initiatives: expanding production for 100 companies, digital transformation for 100 companies, and innovation for 100 companies [3] Group 3 - Qiantang District has two pilot areas for future industries, including synthetic biology and embodied intelligence, making it one of the regions with the most pilot areas in the province [4] - The focus on future industries represents a strategic direction for leading technological revolutions and industrial transformations [5] Group 4 - The district has attracted over 70 potential companies in the embodied intelligence sector, with a significant increase in industrial output value in the first quarter [6] - Qiantang is home to the first nucleic acid drug industrial cluster in the province, aiming to capture global innovation in this field [6] - The district is also fostering low-altitude economy enterprises and has established a demonstration zone for low-altitude economy [6]

浙江生物医药产业迎来又一个里程碑时刻：近日，全省首个核酸药物产业集聚区——"杭州核酸药 谷"在杭州钱塘（新）区和达药谷五期正式揭牌，这也意味着杭州打造"中国医药港"产业地标迈出关键 一步。 此次揭牌不仅为"中国医药港"建设注入强劲动力，更以省级创新高地的姿态，助力浙江生物医药产 业集群迈向国际前沿。未来，"杭州核酸药谷"有望成为全球核酸药物创新的核心引擎，书写生物医药产 业发展新篇章。 作为全市生物医药产业高地，杭州医药港联合中国科学院杭州医学研究所于一年前启动核酸药物产 业发展规划，首期启动区块占地90亩，目前已集聚30余家行业领军企业，汇聚了一批高能级科创平台， 已建有创新服务中心、小试研发中心、中试生产基地等功能设施，充分满足核酸药项目全链条发展需 求。 推进会现场，杭州市钱塘区核酸药谷创新转化研究院正式揭牌，还举行了一系列重磅签约：8个核 酸药产业项目、3个重大平台及4个重大科技项目正式落户钱塘。"我们公司成立于2023年，是一家做核 酸适配体体外诊断试剂研发的企业，今天一到会场我们就和一家原料生产的企业进行了对接，在这里我 们找到了家的感觉。"签约企业代表、杭州艾普佳臻生物科技创始人付晓艺表示。此外 ...