475 lines
36 KiB
HTML
475 lines
36 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度行研 | 合成生物</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.13.10/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Roboto+Mono:wght@400;500&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #0a091f;
|
||
background-image:
|
||
radial-gradient(circle at 10% 15%, rgba(100, 116, 225, 0.2) 0%, transparent 40%),
|
||
radial-gradient(circle at 85% 70%, rgba(132, 59, 240, 0.2) 0%, transparent 40%);
|
||
background-attachment: fixed;
|
||
color: #a7a9be;
|
||
}
|
||
|
||
.glass-card {
|
||
background-color: rgba(24, 23, 53, 0.5);
|
||
backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(124, 58, 237, 0.3);
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border-color: rgba(167, 139, 250, 0.5);
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
|
||
}
|
||
|
||
.bento-item {
|
||
border-radius: 1.5rem;
|
||
padding: 1.5rem;
|
||
}
|
||
|
||
.bento-item h3 {
|
||
font-size: 1.25rem;
|
||
font-weight: 600;
|
||
color: #d1d5db;
|
||
}
|
||
|
||
h1, h2, h3, h4 {
|
||
font-family: 'Roboto Mono', monospace;
|
||
color: #f0f2f5;
|
||
}
|
||
|
||
.highlight {
|
||
color: #818cf8; /* indigo-400 */
|
||
}
|
||
.highlight-cyan {
|
||
color: #67e8f9; /* cyan-300 */
|
||
}
|
||
.highlight-fuchsia {
|
||
color: #f0abfc; /* fuchsia-300 */
|
||
}
|
||
|
||
.daisy-table-custom {
|
||
background-color: rgba(15, 23, 42, 0.6);
|
||
backdrop-filter: blur(10px);
|
||
}
|
||
|
||
.daisy-table-custom th, .daisy-table-custom td {
|
||
border-color: rgba(55, 65, 81, 0.5);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen p-4 sm:p-6 lg:p-8">
|
||
<div class="max-w-7xl mx-auto space-y-8">
|
||
<!-- Header -->
|
||
<header class="text-center p-6 glass-card rounded-3xl">
|
||
<h1 class="text-4xl md:text-5xl font-bold tracking-wider bg-clip-text text-transparent bg-gradient-to-r from-indigo-400 to-cyan-300">
|
||
深度行研：合成生物
|
||
</h1>
|
||
<p class="mt-4 text-sm text-gray-400">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现
|
||
</p>
|
||
<p class="text-xs text-gray-500 mt-1">本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
|
||
</header>
|
||
|
||
<!-- Concept Insight -->
|
||
<main x-data="{ activeTab: 'insight' }" class="space-y-8">
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-3xl font-semibold border-b border-purple-500/30 pb-4 mb-6">
|
||
<span class="highlight-cyan">//</span> 概念深度洞察 (Insight)
|
||
</h2>
|
||
|
||
<!-- 0. 概念事件 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-2xl font-medium mb-4">0. 概念引爆点：政策与产业共振</h3>
|
||
<p class="text-gray-300 leading-relaxed">
|
||
合成生物学，被誉为“第三次生物技术革命”，其概念热度由一系列密集的政策、产业和资本事件共同引爆，标志着该行业正从实验室探索加速迈向产业化落地。顶层设计（“十四五”规划、新质生产力）、地方政府（京、深、沪）的巨额补贴与立法支持、以及标志性产能（莱茵生物、智峪生科）的相继落地，共同构成了当前市场的核心催化剂。
|
||
</p>
|
||
</div>
|
||
|
||
<!-- 1. 核心观点摘要 (Bento Grid) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-2xl font-medium mb-4">1. 核心观点摘要</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card rounded-2xl p-6 col-span-1 md:col-span-2 lg:col-span-3">
|
||
<h4 class="font-semibold text-lg text-indigo-300 mb-2">总体判断</h4>
|
||
<p class="text-gray-300">合成生物概念正处产业化初期，其核心驱动力是 <span class="highlight-cyan font-semibold">“国家战略意志 + AI技术赋能”</span> 的双轮驱动。市场正从主题炒作向基本面验证过渡，短期看点在高附加值产品商业化，长期在于对传统石化工业的颠覆性替代。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="font-semibold text-lg text-indigo-300 mb-2">核心驱动力</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><span class="font-semibold text-gray-300">政策顶层驱动：</span>国家战略定位，应对欧盟碳关税(CBAM)。</li>
|
||
<li><span class="font-semibold text-gray-300">技术范式革命：</span>AI赋能DBTL循环，研发效率倍增。</li>
|
||
<li><span class="font-semibold text-gray-300">中国产业优势：</span>全球领先的发酵产能与工程化能力。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="font-semibold text-lg text-indigo-300 mb-2">市场预期差</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><span class="font-semibold text-gray-300">“技术” vs “工程”：</span>低估中下游工业化放大与分离纯化的价值。</li>
|
||
<li><span class="font-semibold text-gray-300">概念泛化风险：</span>混淆“传统发酵优化”与“从头设计改造”。</li>
|
||
<li><span class="font-semibold text-gray-300">商业化路径：</span>短期突破口在高附加值领域，非大宗替代。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="font-semibold text-lg text-indigo-300 mb-2">关键催化剂 (近期)</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li>《国家生物技术和生物制造行动计划》发布。</li>
|
||
<li>龙头公司新产能/新产品落地（亿帆、朗坤、川宁）。</li>
|
||
<li>京/深扶持计划标志性成果（新增上市公司、百亿园区）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 2. 核心逻辑与市场认知 -->
|
||
<div class="mb-8" x-data="{ expanded: true }">
|
||
<h3 @click="expanded = !expanded" class="text-2xl font-medium mb-4 cursor-pointer flex justify-between items-center">
|
||
<span>2. 核心逻辑与市场认知分析</span>
|
||
<svg :class="{'rotate-180': expanded}" class="w-6 h-6 transition-transform" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="m19.5 8.25-7.5 7.5-7.5-7.5" /></svg>
|
||
</h3>
|
||
<div x-show="expanded" x-collapse>
|
||
<p class="mb-4 text-gray-300">合成生物的崛起带有强烈的国家意志。从中央定位“新质生产力”到地方政府真金白银的补贴，政策支持已下沉至产业扶持。欧盟 <span class="highlight">碳关税(CBAM)</span> 的实施，为生物制造的低碳属性赋予了明确的商业化紧迫性。同时，<span class="highlight-fuchsia">AI大模型</span> 正在颠覆传统的DBTL（设计-构建-测试-学习）研发范式，极大缩短研发周期，华恒、川宁等龙头均已布局AI。中国的独特优势在于全球领先的<span class="highlight">发酵产能</span>和成熟的工程化放大能力，一旦上游菌种研发突破，能迅速实现规模化生产，建立全球成本优势。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Chart Visualization -->
|
||
<div class="mb-8">
|
||
<h3 class="text-2xl font-medium mb-4">全球合成生物市场规模预测</h3>
|
||
<div id="marketSizeChart" class="w-full h-96 glass-card rounded-2xl p-4"></div>
|
||
</div>
|
||
|
||
<!-- 3. 发展路径 & 4. 产业链 -->
|
||
<div class="grid md:grid-cols-2 gap-8 mb-8">
|
||
<div x-data="{ expanded: true }">
|
||
<h3 @click="expanded = !expanded" class="text-2xl font-medium mb-4 cursor-pointer flex justify-between items-center">
|
||
<span>3. 未来发展路径</span>
|
||
<svg :class="{'rotate-180': expanded}" class="w-6 h-6 transition-transform" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="m19.5 8.25-7.5 7.5-7.5-7.5" /></svg>
|
||
</h3>
|
||
<ul x-show="expanded" x-collapse class="space-y-4">
|
||
<li class="glass-card rounded-xl p-4">
|
||
<p class="font-semibold text-indigo-300">第一阶段 (当前-2026)</p>
|
||
<p class="text-gray-400 text-sm">高附加值产品商业化验证（医药、美妆、营养健康）。</p>
|
||
</li>
|
||
<li class="glass-card rounded-xl p-4">
|
||
<p class="font-semibold text-indigo-300">第二阶段 (2026-2030)</p>
|
||
<p class="text-gray-400 text-sm">生物基材料渗透率提升（纺织、塑料），碳税驱动。</p>
|
||
</li>
|
||
<li class="glass-card rounded-xl p-4">
|
||
<p class="font-semibold text-indigo-300">第三阶段 (2030以后)</p>
|
||
<p class="text-gray-400 text-sm">颠覆大宗化学品与能源，实现万亿级经济影响。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div x-data="{ expanded: true }">
|
||
<h3 @click="expanded = !expanded" class="text-2xl font-medium mb-4 cursor-pointer flex justify-between items-center">
|
||
<span>4. 产业链图谱</span>
|
||
<svg :class="{'rotate-180': expanded}" class="w-6 h-6 transition-transform" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="m19.5 8.25-7.5 7.5-7.5-7.5" /></svg>
|
||
</h3>
|
||
<ul x-show="expanded" x-collapse class="space-y-4">
|
||
<li class="glass-card rounded-xl p-4">
|
||
<p class="font-semibold text-cyan-300">上游 (使能/工具层)</p>
|
||
<p class="text-gray-400 text-sm">核心技术、原料与设备。代表：华大智造、诺唯赞、<span class="font-bold">蓝晓科技</span> (分离纯化)。</p>
|
||
</li>
|
||
<li class="glass-card rounded-xl p-4">
|
||
<p class="font-semibold text-cyan-300">中游 (平台层)</p>
|
||
<p class="text-gray-400 text-sm">菌种开发、工艺优化等CRO/CDMO服务。</p>
|
||
</li>
|
||
<li class="glass-card rounded-xl p-4">
|
||
<p class="font-semibold text-cyan-300">下游 (应用/产品层)</p>
|
||
<p class="text-gray-400 text-sm">聚焦特定产品的研发、生产和销售。代表：<span class="font-bold">凯赛生物</span> (材料)、<span class="font-bold">华恒生物</span> (平台)、<span class="font-bold">川宁生物</span> (医药)、<span class="font-bold">莱茵生物</span> (食品)。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 5. 潜在风险与挑战 -->
|
||
<div class="mb-8" x-data="{ expanded: false }">
|
||
<h3 @click="expanded = !expanded" class="text-2xl font-medium mb-4 cursor-pointer flex justify-between items-center">
|
||
<span>5. 潜在风险与挑战</span>
|
||
<svg :class="{'rotate-180': expanded}" class="w-6 h-6 transition-transform" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="m19.5 8.25-7.5 7.5-7.5-7.5" /></svg>
|
||
</h3>
|
||
<ul x-show="expanded" x-collapse class="grid grid-cols-1 md:grid-cols-2 gap-4 text-sm text-gray-400">
|
||
<li class="flex items-start space-x-2"><span class="text-red-400 font-bold">!</span><span><strong class="text-red-300">技术风险:</strong> 工业化放大失败，菌种稳定性不及预期，核心技术泄露。</span></li>
|
||
<li class="flex items-start space-x-2"><span class="text-red-400 font-bold">!</span><span><strong class="text-red-300">商业化风险:</strong> 最终成本无法与化工路线竞争，新材料市场接受度不足。</span></li>
|
||
<li class="flex items-start space-x-2"><span class="text-red-400 font-bold">!</span><span><strong class="text-red-300">政策与竞争风险:</strong> 补贴退坡或监管趋严，同质化竞争导致价格战。</span></li>
|
||
<li class="flex items-start space-x-2"><span class="text-red-400 font-bold">!</span><span><strong class="text-red-300">信息交叉验证风险:</strong> 概念边界模糊，需审慎甄别企业技术的核心是“改良”还是“创造”。</span></li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Detailed Data Sections -->
|
||
<div x-data="{ openSection: '' }" class="space-y-4">
|
||
<div class="glass-card rounded-2xl collapse collapse-arrow">
|
||
<input type="radio" name="data-accordion" id="news-data" @click="openSection = openSection === 'news' ? '' : 'news'" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
新闻数据摘要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose prose-invert max-w-none prose-p:text-gray-400 prose-li:text-gray-400">
|
||
<h4>总体趋势与市场观点</h4>
|
||
<p>合成生物被定位为<strong>新质生产力</strong>和<strong>经济新增长引擎</strong>，具备国家战略意义。政策催化、AI融合、市场扩容共同驱动产业进入高速发展通道。机构预计到2030年后每年将带来<strong>2万亿美元以上</strong>经济效益。</p>
|
||
<h4>政策与政府动向</h4>
|
||
<ul>
|
||
<li><strong>国家层面：</strong>市监总局强调统筹发展与科学监管；工信部、发改委发文支持生物制造；“十四五”规划列为重点方向。</li>
|
||
<li><strong>北京市：</strong>发布《行动计划(2024-2026年)》，目标新增3家上市公司，形成1-2个百亿级产业集聚区，并提供最高5000万元资金支持。</li>
|
||
<li><strong>深圳市：</strong>公布全国首个地方性促进法规，支持产业并购基金，拓宽融资渠道。</li>
|
||
<li><strong>上海市：</strong>将合成生物学位列年度关键技术立项，推动产业化。</li>
|
||
</ul>
|
||
<h4>企业动态与项目进展</h4>
|
||
<ul>
|
||
<li><strong>莱茵生物：</strong>合成生物车间投产，预计年产值超10亿元。</li>
|
||
<li><strong>智峪生科：</strong>首个“AI+合成生物”工厂落成。</li>
|
||
<li><strong>茅台集团：</strong>计划利用合成生物学开辟“食”“美”、绿色材料新赛道。</li>
|
||
<li><strong>朗坤科技：</strong>HMOs新品获批，一期260吨项目已试生产。</li>
|
||
<li><strong>多家公司：</strong>金达威(NMN)、川宁生物、诺唯赞&诺泰生物(合作)、华恒生物(AI模型)等均有重大布局或进展。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-2xl collapse collapse-arrow">
|
||
<input type="radio" name="data-accordion" id="roadshow-data" @click="openSection = openSection === 'roadshow' ? '' : 'roadshow'" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
路演数据摘要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose prose-invert max-w-none prose-p:text-gray-400 prose-li:text-gray-400">
|
||
<h4>行业宏观、政策与趋势</h4>
|
||
<p>合成生物学被视为<strong>第三次生物技术革命</strong>，是生物制造成为<strong>第四次产业革命</strong>的核心。核心目标是“可再生资源替代石化资源”。欧盟碳关税(CBAM)成为重要催化剂。AI技术(如Open CRISPR™)正推动技术非线性发展。麦肯锡预测2040年经济影响达2-4万亿美元。</p>
|
||
<h4>技术原理与核心壁垒</h4>
|
||
<ul>
|
||
<li><strong>与传统发酵区别：</strong>通过基因编辑(如CRISPR)主动、定向改造微生物，而非依赖自然诱变。</li>
|
||
<li><strong>核心流程：</strong>DBTL循环(Design→Build→Test→Learn)。</li>
|
||
<li><strong>中国优势：</strong>发酵产能全球领先、工程化放大经验丰富、全产业链完善。</li>
|
||
<li><strong>核心壁垒：</strong>菌种研发能力和从实验室到万吨级生产的放大能力。</li>
|
||
</ul>
|
||
<h4>重点公司信息</h4>
|
||
<ul>
|
||
<li><strong>华恒生物：</strong>平台型龙头，掌握厌氧发酵法与酶法，L-丙氨酸全球市占率超70%。</li>
|
||
<li><strong>凯赛生物：</strong>生物基材料龙头，生物基尼龙在碳关税背景下成本优势巨大。</li>
|
||
<li><strong>莱茵生物：</strong>“天然提取+生物合成”双轮驱动，聚焦稀有甜味剂。</li>
|
||
<li><strong>川宁生物：</strong>从抗生素中间体龙头转型，新疆百亿产业园是核心载体。</li>
|
||
<li><strong>蓝晓科技：</strong>赋能下游分离纯化环节，是产业链关键“卖铲人”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-2xl collapse collapse-arrow">
|
||
<input type="radio" name="data-accordion" id="report-data" @click="openSection = openSection === 'report' ? '' : 'report'"/>
|
||
<div class="collapse-title text-xl font-medium">
|
||
研报数据摘要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose prose-invert max-w-none prose-p:text-gray-400 prose-li:text-gray-400">
|
||
<h4>产业概览与趋势 (来源：《中国合成生物学产业白皮书2024》)</h4>
|
||
<p>全球市场从2018年53亿美元增至2023年170亿美元，年增长27%，预计2028年达近500亿美元。中国市场发展势头强劲，政策支持力度不断加大。</p>
|
||
<h4>产业链结构</h4>
|
||
<ul>
|
||
<li><strong>上游(使能技术)：</strong>读—写—编—学，自动化/高通量化。代表：Twist Bioscience, 金斯瑞。</li>
|
||
<li><strong>中游(平台赋能)：</strong>提供菌株构建、工艺开发等CRDMO服务。代表：Ginkgo Bioworks, 恩和生物。</li>
|
||
<li><strong>下游(应用开发)：</strong>大规模生产与成本控制。</li>
|
||
</ul>
|
||
<h4>重点企业布局</h4>
|
||
<ul>
|
||
<li><strong>川宁生物：</strong>定位“生物发酵”+“合成生物”双轮驱动，已量产红没药醇，PHA、麦角硫因等在中试阶段。预计合成生物业务2024-2026年收入达0.8、2.8、3.6亿元。</li>
|
||
<li><strong>梅花生物：</strong>利用合成生物学技术推动氨基酸产品降本增效，打开第二增长曲线。</li>
|
||
<li><strong>华恒生物：</strong>推进“生物+AI”战略，投资3.2亿元建设人工智能精准发酵项目。</li>
|
||
<li><strong>丸美生物：</strong>更名彰显战略布局，核心产品重组胶原蛋白系列(小金针)为合成生物学典型应用。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data -->
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-3xl font-semibold border-b border-purple-500/30 pb-4 mb-6">
|
||
<span class="highlight-cyan">//</span> 相关上市公司图谱
|
||
</h2>
|
||
<div class="space-y-12">
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-300">合成生物产业价值及产业链公司</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table daisy-table-custom table-sm md:table-md">
|
||
<thead class="text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data for 合成生物(240430) -->
|
||
<tr><td>凯赛生物</td><td><a href='https://valuefrontier.cn/company?scode=688065' target='_blank' class='link link-hover text-indigo-400'>688065</a></td><td>化工/化学</td><td class="text-xs text-gray-400">2023产业价值前十, 国内第一梯队, 下游</td></tr>
|
||
<tr><td>华恒生物</td><td><a href='https://valuefrontier.cn/company?scode=688639' target='_blank' class='link link-hover text-indigo-400'>688639</a></td><td>氨基酸, 生物食品</td><td class="text-xs text-gray-400">2023产业价值前十, 国内第一梯队, 上游, 下游</td></tr>
|
||
<tr><td>华熙生物</td><td><a href='https://valuefrontier.cn/company?scode=688363' target='_blank' class='link link-hover text-indigo-400'>688363</a></td><td>美容护肤</td><td class="text-xs text-gray-400">2023产业价值前十, 国内第一梯队, 下游</td></tr>
|
||
<tr><td>川宁生物</td><td><a href='https://valuefrontier.cn/company?scode=301301' target='_blank' class='link link-hover text-indigo-400'>301301</a></td><td>医药</td><td class="text-xs text-gray-400">国内第一梯队, 下游</td></tr>
|
||
<tr><td>华大智造</td><td><a href='https://valuefrontier.cn/company?scode=688114' target='_blank' class='link link-hover text-indigo-400'>688114</a></td><td>仪器</td><td class="text-xs text-gray-400">国内第一梯队, 上游</td></tr>
|
||
<tr><td>诺唯赞</td><td><a href='https://valuefrontier.cn/company?scode=688105' target='_blank' class='link link-hover text-indigo-400'>688105</a></td><td>基因</td><td class="text-xs text-gray-400">上游</td></tr>
|
||
<tr><td>梅花生物</td><td><a href='https://valuefrontier.cn/company?scode=600873' target='_blank' class='link link-hover text-indigo-400'>600873</a></td><td>氨基酸, 生物食品</td><td class="text-xs text-gray-400">上游, 下游</td></tr>
|
||
<tr><td>莱茵生物</td><td><a href='https://valuefrontier.cn/company?scode=002166' target='_blank' class='link link-hover text-indigo-400'>002166</a></td><td>生物食品</td><td class="text-xs text-gray-400">下游</td></tr>
|
||
<tr><td>金达威</td><td><a href='https://valuefrontier.cn/company?scode=002626' target='_blank' class='link link-hover text-indigo-400'>002626</a></td><td>生物食品</td><td class="text-xs text-gray-400">下游</td></tr>
|
||
<tr><td>华东医药</td><td><a href='https://valuefrontier.cn/company?scode=000963' target='_blank' class='link link-hover text-indigo-400'>000963</a></td><td>医药</td><td class="text-xs text-gray-400">下游</td></tr>
|
||
<tr><td>亿帆医药</td><td><a href='https://valuefrontier.cn/company?scode=002019' target='_blank' class='link link-hover text-indigo-400'>002019</a></td><td>医药</td><td class="text-xs text-gray-400">下游</td></tr>
|
||
<tr><td>锦波生物</td><td><a href='https://valuefrontier.cn/company?scode=832982' target='_blank' class='link link-hover text-indigo-400'>832982</a></td><td>重组人源化胶原蛋白</td><td class="text-xs text-gray-400">2023产业价值前十, 北交所</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-300">合成生物概念核心公司</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table daisy-table-custom table-sm md:table-md">
|
||
<thead class="text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data for 合成生物（240427） -->
|
||
<tr><td>播恩集团</td><td><a href='https://valuefrontier.cn/company?scode=001366' target='_blank' class='link link-hover text-indigo-400'>001366</a></td><td>农业领域企业中唯一饲料合成生物技术重点实验室</td></tr>
|
||
<tr><td>安琪酵母</td><td><a href='https://valuefrontier.cn/company?scode=600298' target='_blank' class='link link-hover text-indigo-400'>600298</a></td><td>子公司安琪微酵建设合成生物PHA项目</td></tr>
|
||
<tr><td>嘉必优</td><td><a href='https://valuefrontier.cn/company?scode=688089' target='_blank' class='link link-hover text-indigo-400'>688089</a></td><td>打造以合成生物学为核心的全技术链</td></tr>
|
||
<tr><td>蔚蓝生物</td><td><a href='https://valuefrontier.cn/company?scode=603739' target='_blank' class='link link-hover text-indigo-400'>603739</a></td><td>已成立合成生物学实验室，山东合成生物技术创新中心发起者</td></tr>
|
||
<tr><td>沃特股份</td><td><a href='https://valuefrontier.cn/company?scode=002886' target='_blank' class='link link-hover text-indigo-400'>002886</a></td><td>与中科院深圳先进技术研究院成立合成生物化学应用联合创新中心</td></tr>
|
||
<tr><td>金城医药</td><td><a href='https://valuefrontier.cn/company?scode=300233' target='_blank' class='link link-hover text-indigo-400'>300233</a></td><td>利用合成生物学生产虾青素</td></tr>
|
||
<tr><td>翰宇药业</td><td><a href='https://valuefrontier.cn/company?scode=300199' target='_blank' class='link link-hover text-indigo-400'>300199</a></td><td>与中科院联合成立合成生物学与多肽药物联合研究中心</td></tr>
|
||
<tr><td>朗坤环境</td><td><a href='https://valuefrontier.cn/company?scode=301305' target='_blank' class='link link-hover text-indigo-400'>301305</a></td><td>布局PHA和HMOs两大业务</td></tr>
|
||
<tr><td>蓝晓科技</td><td><a href='https://valuefrontier.cn/company?scode=300487' target='_blank' class='link link-hover text-indigo-400'>300487</a></td><td>合成生物材料分离纯化领域核心供应商</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-300">涨幅异动分析补充</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table daisy-table-custom table-sm md:table-md">
|
||
<thead class="text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data for 涨幅分析补充 -->
|
||
<tr><td>诺泰生物</td><td><a href='https://valuefrontier.cn/company?scode=688076' target='_blank' class='link link-hover text-indigo-400'>688076</a></td><td>2025-06-09</td><td class="text-success">9.99%</td><td>与诺唯赞达成战略合作，加码合成生物学产能建设，叠加减肥药概念热度。</td></tr>
|
||
<tr><td>生物股份</td><td><a href='https://valuefrontier.cn/company?scode=600201' target='_blank' class='link link-hover text-indigo-400'>600201</a></td><td>2025-07-17</td><td class="text-success">10.05%</td><td>非洲猪瘟疫苗获批+禽流感疫情+合成生物政策催化三因素共振。</td></tr>
|
||
<tr><td>科伦药业</td><td><a href='https://valuefrontier.cn/company?scode=002422' target='_blank' class='link link-hover text-indigo-400'>002422</a></td><td>2025-09-01</td><td class="text-success">10.01%</td><td>机构路演“川宁生物青霉素价格触底+合成生物学2026放量”逻辑，资金抢跑布局。</td></tr>
|
||
<tr><td>力合科创</td><td><a href='https://valuefrontier.cn/company?scode=002243' target='_blank' class='link link-hover text-indigo-400'>002243</a></td><td>2025-10-23</td><td class="text-success">9.97%</td><td>“深圳湾实验室合成生物产业转化中心”落地+设备订单+胶原蛋白获批，四重催化。</td></tr>
|
||
<tr><td>昂利康</td><td><a href='https://valuefrontier.cn/company?scode=002940' target='_blank' class='link link-hover text-indigo-400'>002940</a></td><td>2025-07-21</td><td class="text-success">10.00%</td><td>“合成生物+创新药”双主题共振，25-羟基维生素D3项目进入试生产。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</div>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts instance
|
||
var chartDom = document.getElementById('marketSizeChart');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Initialize with dark theme
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
},
|
||
formatter: '{b}: ${c} Billion'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2018', '2019', '2020', '2021', '2022', '2023', '2028 (Est.)'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#a7a9be' }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#a7a9be', formatter: '${value}B' },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: 'Market Size',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#818cf8' // indigo-400
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{
|
||
offset: 0,
|
||
color: 'rgba(129, 140, 248, 0.5)'
|
||
},
|
||
{
|
||
offset: 1,
|
||
color: 'rgba(129, 140, 248, 0)'
|
||
}
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [5.3, 6.8, 8.8, 11.4, 14.1, 17.0, 49.8] // Data from research report
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
</body>
|
||
</html> |