Core Viewpoint - The article emphasizes the importance of biological breeding as a key component in agricultural development, highlighting China's strategic focus on advancing biological breeding and biotechnology to ensure food security and promote rural revitalization [2][3]. Summary by Sections Biological Breeding Strategy - China has established a priority development strategy for biological breeding, aiming to accelerate major technological plans in this field as part of the "15th Five-Year Plan" [2]. - The integration of agriculture and technology is crucial for ensuring food security and advancing the construction of an agricultural powerhouse [3]. Challenges in Breeding Technology - The article outlines significant challenges in breeding technology, including high precision requirements for gene editing, long breeding cycles, and uncertainties due to climate change [3]. - There is an urgent need to build high-level research platforms to address these challenges and improve breeding techniques [3]. Development of Provincial Laboratories - As of the end of 2024, several provinces, including Guangdong, Hunan, Hubei, and others, have established biological breeding provincial laboratories, which are becoming important members of regional innovation systems [3]. - The article lists 12 provincial laboratories, detailing their establishment dates, construction areas, and funding investments [4][5]. Instrumentation in Biological Breeding Laboratories - The article provides a detailed list of high-frequency configured instruments essential for biological breeding laboratories, including automated nucleic acid extraction workstations, PCR instruments, and various analytical platforms [6][7][8]. - The instruments are categorized into different platforms, such as genotyping analysis, phenomics, and sample preparation, highlighting the diverse technological needs in biological breeding research [7][8][9].

Core Insights - The life sciences instrument sector is experiencing significant capital inflow and technological innovation in 2025, with a notable trend towards domestic substitution [1][2] - The financing activity in the first half of 2025 has surpassed that of the same period in 2024, with a total of approximately 1.5 billion yuan raised across 13 financing events [2] Financing Overview - In the first half of 2025, 13 financing events were completed, totaling around 1.5 billion yuan, with a balanced distribution across various financing rounds: 4 in A round, 4 in B round, 3 in C round, and 2 in angel round [2] - Key financing events include: - Kunpeng Gene: over 100 million yuan in B round [2] - Yinsais: several hundred million yuan in C round [2] - Zhenmai Bio: 280 million yuan in C+ round, the highest amount in the first half [3][2] Sector Analysis - Sequencing and synthetic biology are leading the investment landscape, with sequencing-related companies accounting for over 30% of the financing events [3] - The market for sequencing instruments is expected to maintain a compound annual growth rate of over 20% due to increasing demand for precision medicine and single-cell sequencing [3] Synthetic Biology Financing - Synthetic biology has emerged as a hot investment area since 2024, continuing into 2025, with significant financing amounts [4] - Companies like Yinsais and Lingzhi Technology are focusing on nucleic acid synthesis and DNA synthesis, respectively, aligning with global trends in mRNA technology [4] AI and Advanced Instrumentation - Companies are integrating AI with high-end instrumentation, exemplified by Tianlu Technology's intelligent experimental design tools and Chaowei Jing's multi-photon microscope [5] - This trend indicates a shift towards interdisciplinary innovation, enhancing the competitiveness of domestic instruments [5] Domestic Instrumentation Landscape - Lid Health's substantial angel round financing has drawn attention, positioning the company as a comprehensive supplier of high-end life science instruments [6] - The company aims to consolidate the market by acquiring smaller players, drawing parallels with international leaders like Thermo Fisher [6] Policy and Market Dynamics - The rapid development of domestic life science instruments is driven by supportive policies and growing market demand, particularly in biomedicine and CGT sectors [7] - Despite active financing, domestic manufacturers face challenges such as reliance on imported core components and the need for brand recognition [7] Future Outlook - The life sciences instrument sector is expected to see a shift from broad investment strategies to a more focused approach, favoring companies with high technological barriers and significant domestic substitution potential [8] - The industry is anticipated to produce several "hidden champions" in niche areas within the next 3-5 years, moving towards the high end of the global value chain [8]