- 2025,04,14
In recent trading days, the deep-sea technology sector has continued to show strength, with many individual stocks within the sector posting gains of over 30% this week. However, within this sector, one sub-sector has seen relatively lower gains, namely the marine biomedicine sector. In fact, there is a close connection between marine biopharmaceuticals and deep-sea technology. The development of deep-sea technology has provided marine biopharmaceuticals with broader horizons and more possibilities. Advances in deep-sea exploration technology have enabled people to delve deeper into the ocean, discover and collect more unique marine biological resources. These resources are rich in medicinal components, providing abundant raw materials for marine biopharmaceuticals.
Currently, marine biomedicine accounts for a generally low proportion of revenue among companies related to synthetic biology and pharmaceuticals, but its growth potential is enormous. As people's understanding of marine resources deepens and development technologies continue to advance, more and more marine drugs are being successfully developed and brought to market, gradually expanding the scale of the industry.
In terms of technological innovation, significant achievements have been made in the field of marine biopharmaceuticals. Scientific research institutions and enterprises have continuously increased their investment in research and development, utilizing advanced biotechnology, chemical synthesis technology, and other means to screen and extract active substances with medicinal value from marine organisms, and conducting in-depth pharmacological research and drug development. For example, some antibiotics and anti-cancer drugs derived from marine sources have entered clinical trials or have been launched onto the market, providing new options for the treatment of various diseases.
In terms of market potential, marine biopharmaceuticals face a broad market outlook. With the growth and aging of the global population, the demand for pharmaceutical products is constantly increasing, especially for drugs to treat major diseases such as cancer, cardiovascular diseases, and neurological diseases. With its unique drug resources and innovative drug development models, marine biopharmaceuticals are expected to play an important role in meeting these medical needs.
In the industrial chain of marine biopharmaceuticals, the upstream primarily consists of scientific research institutions and related enterprises engaged in the development and research of marine biological resources. For example, institutions such as Ocean University of China and the Institute of Oceanology, Chinese Academy of Sciences possess deep technical accumulation and scientific research capabilities in the study of marine biological resources, providing crucial technical support for marine biopharmaceuticals. The midstream is occupied by specialized marine biopharmaceutical enterprises, which are the core segment of the industrial chain and responsible for drug research and development, production, and sales. The downstream mainly includes enterprises and institutions related to pharmaceutical sales and medical applications, such as pharmaceutical wholesale enterprises, pharmacy chains, and hospitals. Here, Stock Star has compiled a list of some concept stocks related to marine biomedicine for investors' reference only. This does not constitute any investment advice.
1、Neptune Group: The company is strengthening the construction of its Neptune innovative and generic drug research and development platform. At the same time, it is enhancing its independent innovation and development capabilities to achieve differentiated layouts, with a focus on areas such as marine drugs in innovative drug research and development, to develop new drugs with significant clinical application value.
2、Weilan Biology: The company holds a 20% stake in Shandong Marine High-tech Development Co., Ltd. The company has certain advantages in the field of marine synthetic biology, and at the same time, it is promoting the development of specialized enzyme preparations for the high-value utilization of marine biological resources, as well as the progress of marine aquaculture innovation and industrial demonstration projects.
3、Huate Dayin: Its subsidiary, Shandong Dayin Marine Biopharmaceutical Co., Ltd., focuses on the field of children's healthcare and treatment, and has a certain foundation and advantage in the research and development, as well as production, of marine biopharmaceuticals.
4、Chengyi Pharmaceutical: The company plans to initiate the construction of the second phase of the "Health Industrial Park" project, tentatively named the "Marine Biopharmaceutical Manufacturing Project". This project focuses on marine biopharmaceuticals, traditional Chinese medicine, and other key development directions. The planned investment for this project is approximately RMB 670 million, with a product orientation towards an annual production capacity of 1,000 tons of super fish oil EPA and traditional Chinese medicine projects. The main products include fish oil, traditional Chinese medicine extracts (plum root), and traditional Chinese medicine decoction pieces.
5、Guofa Shares: The pharmaceutical factory of its subsidiary, Beihai Guofa Marine Biological Industry Co., Ltd., is responsible for production and serves as the backbone production enterprise of the company's pharmaceutical industry.
6、Dongfang Ocean: The company's Health Industry Division has nine subsidiaries, with two major research and development centers in China and the United States, as well as three major parks.
7、Da'an Gene: The company is a leading player in the gene diagnosis industry and a full-chain company in the IVD (in vitro diagnostics) industry, possessing technical reserves in marine microbial gene sequencing.
8、BGI Genomics: As a globally leading gene sequencing enterprise, the company has certain advantages in marine biological gene research and application, and holds great potential for expansion in the field of marine biopharmaceuticals.
Source: Securities Star