Recently, Danone's investment of over 16 million euros in the synthetic biology field has caught the attention of many investors, and this field is becoming a hot topic in the current market. In particular, polyhydroxyalkanoates (PHAs) have shown enormous potential in multiple industries due to their unique biodegradability and biocompatibility. In the medical beauty industry, this trend is particularly evident. As consumers' pursuit of health and beauty increases, the application of PHA has brought revolutionary innovation to medical beauty products. It can not only provide safer and more effective beauty solutions but also brings unprecedented imagination to the industry. Against this backdrop, some companies have already taken the lead. For example, Sihuan Pharm has cleverly integrated synthetic biology technology into the R&D of medical beauty products and is creating a series of globally leading medical beauty products. For investors, this may reveal a market full of potential opportunities, undoubtedly worth further exploration.

In particular, polyhydroxyalkanoates (PHAs) have shown enormous potential in multiple industries due to their unique biodegradability and biocompatibility.

In the medical beauty industry, this trend is particularly evident. As consumers' pursuit of health and beauty increases, the application of PHA has brought revolutionary innovation to medical beauty products. It can not only provide safer and more effective beauty solutions but also brings unprecedented imagination to the industry.

Against this backdrop, some companies have already taken the lead.For example, Sihuan Pharm has cleverly integrated synthetic biology technology into the R&D of medical beauty products and is creating a series of globally leading medical beauty products.

For investors, this may reveal a market full of potential opportunities, undoubtedly worth further exploration.

PHA is the key to taking the medical beauty industry to the next level.

Polyhydroxyalkanoates (PHAs) are completely biodegradable biopolymer that have low-carbon and high-efficiency degradation characteristics. This characteristic is in line with policy trends and consumer demand in the global market and is seen as "the next generation of renewable materials."

In terms of characteristics, PHAs have good biocompatibility. It not only promotes cell proliferation and provides energy to the body but also accurately regulates the performance of degradation time, elasticity, and mechanical strength by adjusting the ratio between monomers. This flexibility makes PHA have infinite possibilities in innovative research and development and application in medical beauty products.

Compared with other renewable materials such as poly-L-lactic acid (PLLA) and polycaprolactone (PCL), PHA's natural polymer characteristics and piezoelectric characteristics give it unique advantages in stimulating tissue growth. Its degradation product is a harmless ketone body that is ultimately metabolized into carbon dioxide and water, ensuring the safety of medical beauty products. At the same time, the plasticity of PHA makes it possible to customize various shapes and characteristics of products according to different needs, meeting the diversified needs of the market and making it incomparable in the medical beauty industry.

It is not difficult to determine that with consumers' pursuit of safety and natural effects, the demand for renewable materials in the medical beauty market will also increase and penetrate rapidly, bringing new growth points to the market.

From the perspective of market space, the "2024 China Life Beauty and Light Medical Beauty Market Research Report" shows that the user scale of China's light medical beauty market has been constantly increasing from 2017 to 2023, and the user scale reached 23.54 million in 2023. It is expected to reach 31.05 million by 2025. The continuous growth of the user scale indicates that China's light medical beauty market is showing a rapid development trend, and the entire market still has huge development potential.

For example, public data shows that the size of China's injectable medical beauty market is expected to increase from RMB 50.7 billion in 2022 to about RMB 89.6 billion in 2026. The compound annual growth rate of the renewable material is expected to reach 15%. This figure is enough to reflect the strong growth momentum of renewable materials in the medical beauty injection field.

Therefore, the introduction of PHA not only represents a technological innovation of medical beauty materials but also provides huge market opportunities for those who can grasp this trend. In the race, the pioneers who master the PHA technology will be able to take the lead in the fiercely competitive market, establish brand advantages and technological barriers.

Jingyan Biosciences: Sihuan Pharma's big move in the synthetic biology field

Turning the attention to Jingyan Biosciences,Sihuan Pharmas early as 2022, it established Jingyan Biosciences with Lanzhou Blue Biotech, the third global and the first domestic unicorn enterprise with large-scale production technology of PHA.Jingyan Biosciences, jointly developed PHA microspheres and bio-manufactured regenerative medical materials, becoming a pioneer in the race.

With Jingyan Biosciences, Sihuan Pharm has successfully positioned itself in the fast-growing track of synthetic biology.Not only has this become an accelerator for the company's innovative applications in the medical beauty field, but it has also brought unique market competitive advantages that meet the characteristics mentioned above.

First, technology is the key to driving innovation breakthroughs in the medical beauty industry.

Jingyan BiotechnologyJingyan Biology overcame multiple technical problems and achieved a leap in manufacturing process from industrial-grade PHA to medical-grade PHA. This breakthrough not only makes it possible to control the molecular weight, but also ensures that the purity of the product is close to 100%, providing a solid guarantee for the safety and effectiveness of medical beauty products. Currently, the PHA produced by Jingyan has completed the main document filing and become a safety-compliant fully traceable medical-grade raw material.

On this basis, Jingyan Biology further leverages its technological advantages to build a diversified product pipeline based on innovative medical materials.InnovationThe company has numerous domestic and foreign patents, focuses on research and development investment, and actively cooperates with well-known domestic and foreign scientific research institutions to jointly create advanced technologies and ideas. The PHA microsphere filling product currently under development by Jingyan will start clinical trials soon, and is expected to be the world's first, enriching the product types in the medical beauty market and providing consumers with more options.In my opinion, the domestic medical beauty market is currently in a period of scarce compliance drug and medical device certificates, with only a few compliant regenerative injection products on the market. This situation not only highlights the urgent need for new materials in the market, but also provides huge market opportunities for innovative companies such as Jingyan Biology.

Finally, let's look at the commercial production aspect.Jingyan Biology's innovation is not limited to this.In addition to PHA, the company has also developed a variety of globally innovative new medical materials, actively expanding its product series in the field of regenerative medicine. From injection filling to orthopedic treatment, from body shaping to hydration and repair, and then to nursing accessories, Jingyan Biology's product line covers multiple important fields in the medical beauty industry, providing consumers with comprehensive and diversified product solutions.

Undoubtedly, synthetic biology is expected to become an important growth point in the medical beauty industry in the next few years. Western Securities' research report pointed out that synthetic biology is expected to be widely used in medical health, medical beauty and other fields, and upgrade "new quality productivity". The establishment of Jingyan Biology marks a substantial progress in Sihuan Pharm's strategic layout in synthetic biology, further consolidates its leading position in the medical beauty industry, and is the result of Sihuan Pharm's keen grasp of industry trends and forward-looking decision-making.

To ensure the efficient, low-cost, and high-safety production of emerging medical beauty products, Sihuan Pharm has established two production bases with a total area of 16,000 square meters and planned 7 production lines. This layout not only guarantees the supply capacity of products, but also lays a solid foundation for Sihuan Pharm's sustained growth in the medical beauty market.

Summary

Synthetic biology is expected to become an important growth point in the medical beauty industry in the next few years.

In this regard, Western Securities' research report points out that synthetic biology is expected to be widely used in medical health, medical beauty and other fields, and upgrade "new quality productivity".

The establishment of Jingyan Biology marks a substantial progress in Sihuan Pharm's strategic layout in synthetic biology, further consolidates its leading position in the medical beauty industry, and is the result of Sihuan Pharm's keen grasp of industry trends and forward-looking decision-making.

However, looking behind Jingyan Biology, what can be seen is the innovative competitiveness of Sihuan Pharm.

Under the large trend of continuous progress in synthetic biology technology and the expanding medical beauty market, Sihuan Pharm is in a golden period of business growth. In the future, with the company's continued increase in research and development investment in the field of synthetic biology, it may indicate that it will fully utilize its first-mover advantages to seize industry development opportunities, achieve sustained growth in medical beauty and medical business, and help improve the company's long-term value center.