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19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2024 易凯 资本中国 健康产业 白皮书 合成生 物学 篇 2024.04 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 1.2023 4200 17%2020 2021 2022 2372.4 2898.4 3479.4 2023 4139.2 2020-2023 20%2023 2360.8 2033 2 2023 2033 16.6%2023 2360.8 741.6 702.8 212.9 50.9 70.2 1ZEVvMqNpMnMsMsRsPoRnMbR9RbRoMoOnPnRfQnNqNeRoPmMaQmMxPMYsRxPMYrNzQ 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2.2 60%2020 The Bio Revolution:Innovations transforming economies,societies,and our lives 10 400 2/19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005+ELa3X/iDpBqNlZUHYPfbpKvZxvDHl7CnYBIQwX/6MPUsW8aD693OaYTgaZXS3HP 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 1.2023 2019-2022 2023 2./2023 3.3-5 4.2024 5.2023 IPO 6.BIO-AI AI AI Bio-AI 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2-5-19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2023 2023 1.2023 2023 ESG 21 2.5 2023 2.2019-2022 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 1.2022 5 2023 12 2024 3 2024 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 31 2./19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2018 2018 917 2022 1427 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 5 4 90 A 2023 5 200 5000 2023 1131 1.2 GMP 6 1 1-3 3-5 1.2020 20 DSM 2022 38.5 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2020 7.5 HMO Glycom 2021 Amyris 7 2023 A 2022 5 31 Firmenich 120 115 BP Shell Dupont Dow BASF Cargill CJ 2023 3000 2021 35 786 lSerifel MBI 600 lVelifer 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 1 2+3 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 3-5 2.&/60 260 2005 8400 2023 2023 5 50 100 CVC 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2018 100 5-ALA 2022 4 2.33 51%+CVC 1.1-3 3-5 2024+2023 5 2.2022 10 17.27 5 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2023 6 25 43.34/()66 5%2023 2024 2025 1 8 20 2024 3.2024 200 2024 1 2024 3 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 3000 CAR-T 2023 2017 2017 12 50 1000 2022 8 8 2023 2021 10 1000 1000 1000 GMP 1000 1000-IPO 1.Amyris 2023 2023 8 10 Amyris Amyris 11 Amyris 2021 Terasana Z EcoFabulous Costa Brazil Olika Amyris 2010 Jay Keasling 2003 2008 Amyris 2010 Amyris IPO Amyris 13 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 Amyris Sanofi Amyris 2023 Amyris 2015 Amyris Biossance Amyris C C B Amyris 2022 Amyris 2.7 2021 3.4 21%2023 2023 Amyris 13 Amyris Amyris C 2B B C 2.IPO 2022-2023 7 IPO 7 IPO 6 IPO 2019-2021 1.38 2.17 3.31 54.69 17 IPO 2023 11 2019-2022H1 22.30 26.98 35.39 17.14 2022 5 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2022 23.2%IPO 2023 1.2023 8 2022 2023 8 10 Amyris Ginkgo 2022 2023 Zymergen Circularis Stride Bio 2023 1 mRNA Moderna 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 8500 OriCiro Genomics K.K.DNA Moderna DNA Moderna Moderna 2023 11 Moderna 10 2023+Evonik 2023 Novachem Calyxt Cibus 2023 2023 12 31 A 6 11 6 10 2023 12 31 7 3 2022 12 31/19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 IPO 2023 IPO 2022 2022 5 IPO 2023 2 IPO 2023 77 43 55.8%2.2023 2023 2023 7.8 2022 3.9 99.96%2.99 2022 1.09 174.61%2023 2023 9 9.9 118.70%140.57%2023 2023 21.1 13.39%3.7 33.66%19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 L-2012 L-L-50%L-50%-PDO 2023 10 40%60%2023 2023 2023 19.39 36.66%4.51 40.84%1-3-3.2023 CXO+16000/7-ACA 7-ADCA D-7ACA 6-APA G Q10 2023 12+M 2023 11/19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 D-PDO 2022 17 2023 6 60%2022 7 2023 2 AI AI 1.2020-2022 277 A-C B B-C C 66.43%18.41%15.16%2023 2023 1984 2022 2012 1.3%19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2021 2895 31.4%2023 110 2022 100 11%2023 B 80 72.7%71 64.5%2023 43 39.1%2023 1500 1 40 2022 31 29%1.5 22 2.2023 2023/23 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2023 20 2022 12 75%2024 License out 3.IPO IPO 2022 2023 8 IPO 9 IPO 2023 A IPO 399 41.6%A 3565 39.2%IPO 2023 2 2022 5 60%IPO S S LP 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 GP GP GP S S S 2024 1.-/19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 25/3-5 DNA DNA DNA 2015 CRISPR/Cas9 CRISPR/Cas9 RNA-DNA 30%(ZFN)(TALEN)2022 9 Vertex CRISPR Therapeutics CRISPR/Cas9 Exagamglogene Autotemcel(Exa-cel,CASGEVY)2023 11 16 MHRA(SCD)-(TDT)CRISPR/Cas9 Cas9 CDMO 3-5 20 1000 DNA 1/10000 DNA 2022 Customaray DNA 4 1 57 DNA DNA POC 2021 DNA Script DNA SYNYAX 2022 DNA Agilent Technologies GenScript Integrated DNA Technologies ThermoFisher TriLink Dharmacon Twist Bioscience DNA RNA TdT 2022 7 DNA 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 50nt 99%DNA DNA DNA DNA UNG 5%,75%Codexis 20 1 2 3 cell-free protein synthesis CFPS CFPS DNA mRNA D2P GLP-1 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 53%46%60%90%2033 277 2.2022 1441 2022 5%86 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 12 2020 2022 2022 HMO 2024 3 13 2-2-FL 2-FL 2023 5 2024 4 D-3-2023 2024-7 K2 HMO HMOs HMO 2020 7.65 HMOs Glycom HMO 2023 10 15 2023 8 HMO-N-IFF 2024 3 2-2-FL HMOs 2-(2-FL)16 3-(3-SL)3 6-(6-SL)2-N-(LNnT)1 3-(3-FL)1-N-LNT 1 HMOs HMOs HMO 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 Innova Market Insights 2014 2018 45%AI GRAS Trend Tracker 2023 75%2017 2022 12%2021 2022 2%3.19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2020 2%2035 11%-22%2024 6000 10 2022 255 144 100 44.3 40 84 54.5 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 4.Perfume Fragrance 5000 19 2018 276 2022 292 40%20-40%30-50%70%-80%19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 50%2019 BASF Isobionics 10 Conagen 2020 Givaudan Alderys Novozymes 2021 DSM Amyris 7-L-19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 5./Bio-based Materials OECD 5%6000 2014 96.9 2021 199.2 CAGR 10.9%2021 700 1500 2.3%Markets and 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 Markets 2026 297 2057 RMB CAGR 22.7%(PLA)(PHA)PLA 1954 PHA PHA 2023 PHA PHA 3D PHA PHA PA-56 PA56 1,3-(PDO)PTT PTT PTT 90 Shell PDO 2005 PDO Dupont PDO 1,3-PDO 126g/L PDO PDO 20 2022 PDO 2017/+PDO 1,4-BDO BDO BDO BDO BDO Genomatica DNA 4 HBCoA BDO Genomatica BDO BDO BDO 7.5/Novamont 3/Genomatica BDO PBAT 1.5/BDO BDO 2024 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2025 PHA 3-10 2-3 40%6%6.2000 5000 2023 2025 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 76.9%()19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2021 2100 2021 1 67%CO2 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 Average Carbon Cost A number per molecular)58-96/kMol C 31-93/kMol C 53-135/kMol C 7.GLP-1 2022 596 2 GLP-1 2023 212 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 GLP-1-1 GLP-1 GLP-1 2025 2022 GLP-1 GLP-1 GLP-1 GLP-1 GLP-1 GLP-1 CXO 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 3,000 70%2023 11 ENVI PPWR PPWR 2030 ESG 2023 25%PHA PHA 10 13/2022 164%2.4 1.4 58%2011 2008 50 M 2019 7 License Out CGT ADC 2023 219.9 8.94%UHC BCG BCG Bio Economy Circular Economy Green Economy BCG 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2022/2023 4650 59%chenopods 99%AI AI 1.AI BIO-AI AI Bio-AI DBTL AI 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 1 AI 2 AI 3 AI MetaNovas Bio-AI MetaKG AI AI AI AI pH DO AI 1 2 AI 3 BIO-AI AI 2020 BIO-AI 2020 2021 AI 2021 11 BD(BGCs)1-3 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 2023 5 2022 2023+AI AI 2.AI 2024 2 Ginkgo Bioworks Reverie Labs Patch Biosciences Ginkgo Ginkgo Ginkgo Ginkgo Ginkgo Ginkgo 2022 10 Ginkgo Zymergen Zymergen AI 19F,China Resources Building No.8 Jianguomenbei Ave.Beijing,100005,P.R.China 北京市东城区建国门北大街 8 号华润大厦 19 层 邮编 100005 Patch Biosciences Patch Biosciences Ginkgo Reverie Labs Ginkgo AI 2022 12 Ginkgo Ginkgo DNA 1.09 DNA 12 7117 2719 30445 2024 AI Ginkgo Bio-AI Ginkgo AI 3.AI AI AI 1 2 3 NLP ChatGPT AI
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