First, the news detonated, and synthetic biology set off a boom
Recently, synthetic biology has become quite popular. On the news side, a national biotechnology and biomanufacturing action plan is expected to be introduced in the near future. In the capital market, synthetic biology concept stocks have set off a boom, which has aroused great attention in the market.
This time, the synthetic biology fire out of the circle was detonated by two news:
1. At the annual meeting of the 2024 Zhongguancun Forum held at the end of April, Tan Tianwei, president of Beijing University of Chemical Technology and academician of the Chinese Academy of Engineering, revealed that at present, led by the National Development and Reform Commission, the Ministry of Industry and Information Technology and the Ministry of Science and Technology and other national ministries and commissions are jointly developing a national biotechnology and biomanufacturing action plan, and it is expected to be introduced in the near future, and "biomanufacturing +" is the key content. In his view, the bioeconomy is expected to become the fourth industrial revolution in the future after the agricultural revolution, the industrial revolution and the digital revolution.
2. The team of Jiangnan University used synthetic biology technology to produce hyaluronic acid with ordinary molecular weight with the help of microbial fermentation, reducing the cost to several hundred yuan per kilogram, realizing the popularization and application of hyaluronic acid in large quantities, and adding another fire to the already hot concept of synthetic biology in the near future.
Second, synthetic biology is the most popular track
Synthetic biology contains a bit more, policy support, including our stock speculation track to give priority to the selection of the latest value chain highest, the best.
In the top three, you'll find cell and gene therapy, gene editing, and next-generation sequencing.
The most catheterous subdivision of synthetic biology, the most difficult and the most valuable, is not ordinary synthesis, but genes and cells.
Here's a big expectation gap, what do many people think about gene and cell therapy and gene sequencing? Even a lot of people feel irrelevant.
To put it simply, synthetic biology has the highest threshold and the highest value, not chemistry, not biology, but medicine, and the highest threshold in the value chain in medicine is gene and cell therapy.
The crown of synthetic biology is medicine, and the crown of medicine is cell and gene therapy.
For example, the core of buying AI is to buy AI chips, and if you don't have it in China, you can only buy CPO. It is best to buy an inverter for photovoltaics, an electric car for lithium, and a submarine cable for sea breeze.
It's like if you buy low-altitude air, the most priority for funds is the air traffic control system and engine, and cell and gene therapy is the best track for synthetic biology.
Third, new catalysis of synthetic biology
We are all waiting for the top-level planning in China, and now the FDA has issued process guidelines for cell and gene therapy drugs. It's a global resonance. And it's the most important direction in the world.
Why the super main line is AI, new energy, and semiconductors, the core is because of global resonance. This is more than one dimension higher than the past 5G, low-altitude, and hydrogen energy.
In fact, from the perspective of dimensions, plate position and capacity, domestic and foreign catalysis and consensus, synthetic biology is one dimension higher than that of low altitude.
Fourth, sort out the companies in the synthetic biology sector
1, Chuanning Biotechnology (301301): Long Yi
The company has established a synthetic biology research institute in Shanghai, relying on a strong R&D team and four chassis bacteria R&D platforms, etc., and has more than a dozen project pipelines, and some pipelines are expected to be implemented in the short term. In terms of R&D, in 2023, the Shanghai Research Institute will complete the strain construction and optimization of the small-scale fermentation and extraction process of products such as squalane, the active ingredient of cosmetics, inositol, feed additive, and melatonin, the raw material of health care products. In terms of production capacity, the first phase of the new base of synthetic biology will be completed soon, and the design capacity of the new base includes 300 tons of bisabolol, 300 tons of 5-hydroxytryptophan, 0.5 tons of ergothioneine, 10 tons of ectoin, 5 tons of salidroside, 10 tons of norcarone, 50 tons of melatonin, 500 tons of phytosphingosine and other raw materials. Among them, bisabolol has entered the sales, the pilot stage of 5-hydroxytryptophan has been completed, and varieties such as ergothioneine will enter the pilot stage, which will provide performance for the company.
Here are four alternatives:
2. Fujilai (301258): The company uses biological synthesis to produce R-lipoic acid and has achieved mass production, and has achieved the world's largest lipoic acid intermediate.
3. Yiduoli (300381): The company has been engaged in the research and development, production, sales and service of biological enzyme preparations, steroid hormone APIs, functional feed additives and other products, and provides customers with overall biotechnology solutions. The company is the first listed company in China's biological enzyme preparation industry and the largest biological enzyme preparation manufacturing and service enterprise in Asia. The company has become the most important supplier of feed enzymes in China's market. On July 11, 2023, the interactive easy to reply: At present, the company's NMN products are mainly OEM for customers, and a small amount is used as raw materials to sell 5-ALA in the company's biosynthetic products, which has basically reached the industrialization level, and can be used as plant foliar fertilizer, liquid fertilizer, health care products and pharmaceutical intermediates according to different purities; Another reserve item is theanine, which can be used in beverages, foods and health products, and has the effect of lowering blood pressure and anti-fatigue. The company's synthetic biology team will continue to conduct market research around the three main businesses and develop high value-added products that meet market demand.
4. Huashen Technology (000790): Shandong Lingkai was established on June 20, 2018, which is jointly funded by Chengdu Huashen Biotechnology Co., Ltd. (hereinafter referred to as "Huashen Biotechnology"), a wholly-owned subsidiary of the company, and Shanghai Lingkai Pharmaceutical Technology Co., Ltd. (hereinafter referred to as "Lingkai Pharmaceutical"). Among them, Huashen Biotechnology accounts for 70% of the total registered capital of Shandong Lingkai. Relying on the R&D advantages of products and process technology and the advantages of brand and capital platform in the high-tech fields of medicine, new materials and green chemicals, Shandong Lingkai fully combines the technology, production and marketing channel platform resources of the existing holding units for international customers, and adopts advanced continuous flow production technology to engage in the production and sales of fine chemical products or fine chemical intermediates (including APIs and pharmaceutical intermediates) such as lithium bisfluorosulfonimide and pentacyclomorpholine APIs. Build a green production base project with an annual output of about 15,000 tons/year of high-end new materials and APIs (including pharmaceutical intermediates).
5, Blue Biotechnology (603739): synthetic biology + enzyme products + a quarterly growth 1, the company was awarded the "first batch of 50 companies on the list in the field of synthetic biology". The company has carried out a number of works in the field of synthetic biology, and as of the end of 2023, the company's projects related to the field of synthetic biology are in the early stage of research and development, and do not yet have the conditions for industrialization. 2. The company is committed to providing core technical support for biomanufacturing. The company has built four high-efficiency protein expression systems such as Trichoderma reesei and the corresponding large-scale fermentation system, and established a general-purpose high-throughput gene screening big data model and protein engineering transformation and other core systems. 3. On the evening of April 25, 2024, it was announced that the company reported a net profit of 12.7229 million yuan in the first quarter of 2024, a year-on-year increase of 20.45%; The net profit in 2023 will be 80.7069 million yuan, a year-on-year increase of 15.56%; Net profit in the fourth quarter increased by 62.41% year-on-year
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