- 2025,07,17
Chinanews. Com, Zhejiang news, July 3 (huangyanjun) - recently, the sixth meeting of the central financial and Economic Commission was held. On the one hand, it stressed that building a new development pattern with a unified national market to promote high-quality development, on the other hand, it also mentioned the marine economy, and stressed that promoting Chinese style modernization must promote high-quality development of the marine economy, and walk out of the road to the sea with Chinese characteristics.
Since the beginning of this year, policies for marine economic development have been frequently issued to support the development of marine economy from the top-level design. Among them, marine biomedicine is known as "the new treasure house of human drug development in the 21st century". With the breakthrough of deep-sea science and technology and the development of biotechnology, this field is moving from "concept" to "mass production".
According to the data of China Academy of Commerce, the scale of China's marine biomedicine market was about 33.1 billion yuan (RMB, the same below) in 2024, an increase of 20% year-on-year, and the added value of marine biological products industry reached 73.9 billion yuan in 2023. Under the east wind of the policy, the concept stocks of marine biomedicine ushered in the opportunity of value revaluation.
In the marine biomedicine industry chain, upstream scientific research institutions (such as Ocean University of China) provide technical support, while midstream enterprises become the core driving force. Taking listed companies as an example, Haiwang biology focuses on the research and development of marine innovative drugs and strengthens the differentiated layout; Azure biology has advantages in the field of marine synthetic biology, promoting the high-value utilization of resources; Huateda factor Co., Ltd. is deeply engaged in children's marine biopharmaceutical; Sincerity pharmaceutical has become the "leader" of the industry with nearly 70% of the revenue of marine biomedicine. In addition, companies such as SDIC, Oriental Ocean, Daan gene and Huada gene also have potential in gene sequencing and resource development.
In this wave, sincerity Pharmaceutical (603811.sh), as the first listed company deeply engaged in marine biomedicine in Zhejiang Province, has actively integrated into the national marine strategy, with the two core businesses of ammonia sugar and fish oil, in-depth layout in the field of marine biomedicine, showing a strong momentum of development.
It is understood that glucosamine hydrochloride, the core product of sincerity pharmaceutical, is a typical case of successful development of marine drugs. Its main raw material is chitin from crab shell and shrimp shell. Compared with similar products, it has unique advantages such as pure nature and no addition. Relying on the regional advantages of the National Marine ranch demonstration area in Dongtou District, Wenzhou, and the industrial layout in the field of marine economy over the years, sincere pharmaceutical has built a marine biomedical moat. Today, at the level of ammonia sugar products, the company has formed the advantage of full chain integration from raw material extraction, API to preparation production.
At the same time, sincerity pharmaceutical also launched an innovative layout in the field of fish oil. Taking the marine biomedical manufacturing project as the carrier, the company actively promotes the construction of high-purity fish oil EPA API project.
Around marine biomedicine, Oriental Ocean (002086.sz) is also highly concerned by the market. It is reported that Oriental Ocean is mainly engaged in marine seedling breeding, aquatic product processing, biotechnology and other businesses. On the one hand, the company has a leading position in sea cucumber breeding, fry breeding and related aquatic processing industries, and has cooperated with institutions of higher learning such as the Institute of Oceanography of the Chinese Academy of Sciences and Ocean University of China for many years to jointly build a domestic leading and functional integrated research and promotion platform for seed conservation, breeding and improved seed breeding; On the other hand, the company actively promotes the development of the large-scale health industry, laying out four major platforms, including immune technology platform, mass spectrometry technology platform, molecular technology platform and third-party medical laboratory, to establish unique competitiveness in the medical field.
The recent sixth meeting of the Central Financial and Economic Commission explicitly included emerging industries such as marine biomedicine into the national key development strategy, injecting strong policy momentum into the industry's growth. Seizing this strategic opportunity, marine biomedicine listed companies like Chengyi Pharmaceutical, Oriental Ocean, and Neptunus Bio are expected to accelerate their development with policy support, providing new momentum for Chinese-style modernization. (End)
The article source: China News Network Zhejiang