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康码生物郭敏:拟落子海南自贸港,布局高端生物制造与绿色农业赛道
Sou Hu Cai Jing· 2025-10-24 08:45
Group 1 - The core viewpoint is that Kangma Bio plans to leverage the policies of Hainan Free Trade Port to actively engage in high-end biomanufacturing and green agriculture, aiming for an industrial upgrade with the concept of "Made in Hainan, Used in ASEAN, Sold Globally" [1][4] - Kangma Bio, established in 2015, integrates D2P cell-free protein synthesis technology, AI protein sequence algorithms, and biopharmaceutical R&D, with its core technology enabling the synthesis of active proteins like antibody drugs in just three hours, significantly faster than traditional methods [4][5] - The company has built the world's largest cell-free protein synthesis raw material factory in Shanghai and has a commercial matrix covering over 30 products domestically and internationally [4] Group 2 - Hainan's unique geographical advantages and tropical climate align well with Kangma's development direction, focusing on high-end manufacturing and tropical characteristic efficient agriculture [5] - Kangma's protein nutrient solution has achieved breakthroughs in agriculture, aiming to enhance production, improve soil quality, and address challenges such as soil acidification and salinization [5] - The company plans to establish a production base in Hainan with a capacity of over 100,000 tons, targeting a 10% increase in staple crop yields and a 15% increase in tropical cash crop yields [5] Group 3 - Kangma Bio is particularly attentive to tax and trade facilitation policies related to exports in Hainan Free Trade Port, which will enhance its competitive edge as a hub connecting ASEAN countries [5] - The company aims to utilize the logistics advantages of Yangpu Port to efficiently export its protein nutrient solutions to countries and regions involved in the Belt and Road Initiative, tapping into a market exceeding 300 billion yuan for fertilizer alternatives in ASEAN [5] - The "Listing Companies Hainan Tour" event aims to facilitate deeper communication with Hainan provincial leaders and promote Kangma's integration into the high-end manufacturing and global free trade port construction processes [6]