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华泰证券:氨基酸板块或是合成生物领域率先兑现业绩的板块之一

Huatai Securities: The amino acid sector is one of the first sectors to achieve performance in the field of synthetic biology

Breakings ·  May 22 18:55
According to Huatai Securities, biological fermentation is the main production process for amino acids. Currently, the amino acid sector may be one of the first sectors to achieve performance in synthetic biology. It is optimistic that progress in synthetic biotechnology will drive the development and valuation reshaping of the amino acid industry. Due to high production barriers, the application and promotion of small varieties of amino acids such as vale/color/isolite/phenylalanine is mainly constrained by cost and price. Due to the long-term growth potential to replace soybean meal demand, industry companies have scrambled in recent years. In the future, relying on synthetic biotechnology, it is expected that the cost and price will continue to decline. Demand for small amino acids is expected to continue to expand, and the long-term growth potential is remarkable. At the same time, in the future, as demand for small-variety amino acids continues to grow, and the synthetic biotechnology strength of corresponding enterprises is verified, it may help increase the valuation of the industry and enterprises.

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