Major listed companies in the industry: Kingsley (HK.1548), (688065.SH), (688363.SH), (688639.SH), Chuanning Biology (301301.SZ), etc.

the core data of this article: the medium and long-term development planning lags behind; Product selection problem; Process amplification problem; Insufficient industrialization capacity; Dislocation of application research and development subjects

-- The long-term development plan of synthetic biology industry lags behind

China has made clear the important strategic position from the top-level design, and gradually strengthened the national macro strategic planning in this field. However, the overall planning of long-term and short-term technology development routes in the field of synthetic biology, the implementation path of technology development, and the construction of bioethics supervision system are still in the blank area. At present, the special policy plan in the field of synthetic biology has not been issued. How to realize the multi-level and phased development mode and development path from basic research to technological innovation, from engineering platform construction to product development and industrial transformation is still unclear.

-- The synthetic biology industry faces product selection and process scale-up challenges

-selection problem: wrong selection will bring greater cost

First of all, the selection should evaluate the market space and the rigidity of demand. Product selection is the first threshold in the production process of synthetic biology products, and it is necessary to rationally evaluate the difficulty of the target product using biosynthetic pathways and compare it with other generation pathways. The cost of failure of the wrong selection after entering the later stage of commercial development is greater. Secondly, the selection should be suitable for synthetic biology methods of production.

in the stage of product selection, it is also necessary to evaluate the difficulty of production of the selected products by synthetic biology, the cost of separation and purification in large-scale production, the scope of overall cost reduction, whether the performance of the products obtained by synthetic biology is different from that of traditional methods, whether the products are located in the metabolic flow of microbial cells, whether they will produce toxicity or survival pressure on cells, etc, under the comprehensive consideration, select the products that can play the advantages of synthetic biology in reducing cost and increasing efficiency.

-- Process scale-up challenge: may result in significant increase in overall project time and cost

When producing products using synthetic biology, the more complex the product structure, the complexity of the corresponding metabolic pathway optimization and the difficulty of separation and purification also increase exponentially, resulting in a significant increase in the overall time and cost of the project. When all links are difficult to use biosynthesis, choose to realize some steps by chemical synthesis, and build a combination of biosynthesis and chemical synthesis, it is possible to achieve the overall cost and efficiency of the best, improve the success rate of large-scale production.

-- Insufficient industrialization capacity of synthetic biology industry

Since 2015, my country has ranked second in the world in the field of synthetic biology research, but the influence of the papers is lower than the world average. The overall quality of papers in the field of synthetic biology in China is not high enough, and the research and publication fields are mostly concentrated in the application field, and there is still a big gap between the innovation ability of papers in the frontier and core technology fields and the developed countries in Europe and the United States; at the same time, although the applied research achievements of domestic research institutions are prominent, the industrial application practice of innovative achievements is less, the integration of science and enterprises is low, and the driving force to the industry is weak, in recent years, the main research projects and achievements of global synthetic biology are concentrated in Europe and the United States and other countries.

-- Dislocation of R & D for Synthetic Biology Applications

The applied research of synthetic biology in China is mainly based on scientific research institutes, and there is a lack of large industrial giants and high-quality start-up research and development enterprises. At present, the main representative enterprises of the domestic biosynthesis industry are Kesai Bio, Yanjin Technology and Diwin Bio, etc. Most of the enterprises are start-ups, relatively small in scale, and there is still a big gap compared with the industrial pattern of large multinational giants formed by developed countries in Europe and the United States, and the integration and development of start-ups with multiple investment and financing channels. Although new innovative synthetic biology companies have emerged in the past two years, they are mainly platform tool services and application product-oriented companies, with fewer companies involved in enabling technology development, and the size of the main body of the industry and the ability of independent innovation are weak.

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