Core Insights - The biomanufacturing sector is gaining momentum with strong policy support and technological advancements, positioning it as a key future industry in China [1][2] - The market size of China's biomanufacturing industry is projected to reach approximately 1.8 trillion yuan by 2030, with significant contributions from food additives and biopharmaceuticals [1][2] Industry Developments - The Ministry of Industry and Information Technology has reported that during the 14th Five-Year Plan, China's biomanufacturing industry is expected to expand steadily, reaching a total scale of 1.1 trillion yuan, with bioproducts accounting for over 70% of global production [1] - The focus of the 14th Five-Year Plan is on the industrialization of technology, emphasizing pilot testing, process scaling, and demonstration line construction [2] Company Initiatives - Ruipu Biotech is investing 680 million yuan in a large-scale microbial protein industrialization demonstration project, aiming for trial production by Q4 2026 [3] - Fuxiang Pharmaceutical is leveraging its expertise in high-end antibiotic fermentation to enhance its microbial protein project, focusing on domestic and international expansion [4] - Yikela Biotech is targeting high-value aquatic feed proteins through a collaboration with Fudan University, aiming to reduce reliance on imported fishmeal [5] Technological Advancements - Synthetic biology is identified as a core technology driving low-carbon production and increased labor productivity across various sectors, including healthcare and industrial manufacturing [2] - The integration of AI with synthetic biology is expected to shift the competitive landscape from single-point breakthroughs to platform-based competition, enhancing R&D efficiency [7] Market Trends - The most promising sub-sectors in biomanufacturing during the 14th Five-Year Plan include high-value biomanufactured products in healthcare, bio-based materials, and service-oriented platforms [6] - The industry is anticipated to experience differentiation and improved quality as companies focus on scalable processes, cost control, and clear downstream applications [2][6]

作为未来产业之一，生物制造赛道近期多点开花、动能充沛。政策层面持续加码，上海市近期印发行动 方案，将生物制造纳入积极引导的新兴产业领域，确立其战略优先级；企业端积极发力，富祥药业通过 成立跨国合资公司推进微生物蛋白全球化布局；科研前沿同步突破，"合成高等生物"先导项目启动，AI 驱动下的生命科学创新持续深化，多方协同发力激活万亿产业新潜力。 ● 本报记者 傅苏颖 万亿赛道根基渐牢 近年来，政策高度聚焦产业化落地与技术突破，形成多层次支撑体系，促进我国生物制造产业蓬勃发 展。 工信部此前披露，"十四五"期间，我国生物制造产业规模稳步扩大，总规模达1.1万亿元，生物发酵产 品产量占全球70%以上。其中食品及添加剂、生物制药等细分领域年产值超4000亿元，推动生物制造成 为新的经济增长点。易凯资本预测，到2030年，中国生物制造市场规模将会接近1.8万亿元。 长城证券化工新材料首席分析师肖亚平在接受中国证券报记者采访时表示，合成生物学技术作为生物制 造的核心支撑，可推动产业实现低碳生产、提升劳动生产率，其成果广泛应用于医疗健康、能源开发、 环境保护、工业制造等多个领域，为解决人类面临的各类发展挑战提供创新解决方案， ...