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中信建投:对合成生物学未来发展应保持乐观

CITIC Construction Investment: We should be optimistic about the future development of synthetic biology

Breakings ·  May 8 08:56
According to the CITIC Construction Investment Research Report, synthetic biology is a Chaoyang industry that emerged at the beginning of this century. It can transform and even create living systems. Currently, primary market financing is hot. Synthetic biology is rich in application scenarios and has huge potential in the context of carbon neutrality. Basic research, technological progress, and policy support are also accelerating its development. Producing products using synthetic biology mainly includes three steps: product selection, microbial construction, and mass production. Each process has corresponding issues and barriers that require attention. Among them, the barriers to product selection and large-scale production are even more noteworthy. Technological breakthroughs often spiral upward, and we should remain optimistic about the future development of the industry. In the synthetic biology industry chain, the upstream is mainly a company that provides underlying technologies such as DNA synthesis and gene editing; the midstream is a platform-based company with strain modification and automation platforms as the core, providing an efficient and reusable technology platform by integrating corresponding technologies; and downstream is a product company that uses synthetic biology technology to produce products required in various fields. It is recommended to focus on product-type companies and upstream industries with reasonable product selection and large-scale production capacity.

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