7 major projects in 4 key development areas

The "Plan" clarifies the four key development areas of the bioeconomy: conforming to the new trend of "treating diseases as the center" to "health as the center", developing biomedicine oriented to people's life and health; conforming to the new trend of "solving food and clothing" to "nutrition diversification", developing biological agriculture oriented to agricultural modernization; conforming to the new trend of "pursuing production capacity and efficiency" to "insisting on ecological priority, develop green and low-carbon biomass substitution applications; comply with the new trend of" passive defense "to" active protection ", and strengthen the construction of national biosafety risk prevention and control and governance systems.

　　One is to accelerate the biotechnology-enabled health industry.It is reflected in three promotion: promoting the deep integration of advanced technologies such as genetic testing and biogenetics with disease prevention, accelerating the iterative upgrading of vaccine research and development and production technology, and helping early disease prevention; Promoting the integration and innovation of biotechnology with cutting-edge technologies such as precision machinery, new materials and additive manufacturing to enhance disease diagnosis capability; Promoting the integration of advanced technologies such as genome editing, microfluidic chips and cell preparation automation with biological drug research and development, improve the level of clinical care.

　　The second is to speed up the biological breeding technology to empower the biological agriculture industry.Orderly develop biological breeding technologies such as whole-genome selection, systems biology, and artificial intelligence to improve the production capacity and quality of important agricultural products such as grain; develop green agriculture, promote the integration of cutting-edge biotechnology in the agricultural field, and improve my country's agricultural production efficiency.

　　The third is to accelerate the bio-manufacturing technology to empower the bio-energy and bio-environmental protection industries.Develop high-performance bio-environmental protection materials and biological agents, functional microorganisms, and enzyme preparations to help environmental protection and pollution control; carry out research and development and cultivation of new biomass energy technologies, and promote the transformation of fossil energy to green, low-carbon and renewable energy.

　　The fourth is to accelerate the information technology to empower the bioinformation industry.Relying on artificial intelligence technology, biomedical and health big data resources, develop intelligent decision-making knowledge models and algorithms to assist personalized new drug research and development; Use 5G, block chain, Internet of Things and other cutting-edge technologies to realize life cycle management of drugs and vaccines from production to use; Deepen the application of health big data in medical research, education and training, clinical diagnosis and treatment, product research and development, industry governance, medical insurance payment, etc.

At the same time, the plan puts forward seven major projects, including the improvement of innovation ability, the benefit of biomedical technology, the promotion of modern seed industry, the demonstration of bioenergy environmental protection industry, the integration and application of biotechnology and information technology, the preservation and development of biological resources, and the construction of bio economic pilot zone.

　　What investment opportunities?

According to industry experts, the "14th Five-Year Plan for Bioeconomy Development" is my country's first five-year plan for bioeconomy, marking that bioeconomy has become a new economic form. Biotechnology and biological resources are the core elements of the bioeconomy. In the future, the bioeconomy will focus on the development of biomedicine, biological agriculture, green and low-carbon biomass substitution applications, biosafety risk prevention and control and governance systems, and the development space is very broad.

Huaan Securities industry strategy analysts Yin Yanyanji and Wang Qiangfeng believe that diversified financial resources and social capital will further flow to the green bio-industry, generating trillion-level market prosperity and promoting the development and growth of a new generation of bio-economy. Bioeconomy will form the next economic growth point in human health, green agriculture, bioenergy, biosafety and so on.

Yuan Huaming, general manager of Huahui Chuangfu Investment, said that the bio-economy covers many fields such as biomedicine, bio-agriculture, bio-energy, bio-environmental protection, and is a strategic emerging industry with innovative vitality, wide coverage and far-reaching influence. Bioeconomy has the characteristics of high technology content, large market, high barriers and rich profits. Its market scale will be more than 10 times that of information economy, and the market is expected to develop rapidly. At present, the new generation of domestic bioeconomy is in its infancy, with both growth and risks. At this stage, policy and financial support will be relatively large. Taken together, the bioeconomic sector is currently more of a thematic opportunity, with policy tendencies, capital movements and market sentiment being the main drivers of the performance of the relevant sub-sectors and individual stocks.

　　Agriculture and medicine are the two most easily landed plates

Pan Helin, co-director and researcher of the Digital Economy and Financial Innovation Research Center of Zhejiang University International Joint Business School, told the media that at present, investment opportunities in the bioeconomy industry with promising prospects are mainly concentrated in biomedicine, bio-agriculture, bio-energy, and bio-environmental protection. And other four major areas. In the field of biomedicine, the main direction in the future is polyvalent vaccines and targeted biopharmaceuticals. These high-tech barrier industries will gradually become the dominant biomedicine. It is recommended to pay attention to the vaccine track, especially RNA vaccines, targeted biopharmaceuticals, tumor monoclonal antibodies and other targeted drugs. The direction of biological agriculture is ecological agriculture, which will further optimize the use of pesticides and fertilizers and improve the quality of agricultural products. It is recommended to pay attention to ecological agriculture: mainly organic fertilizers and environmental protection pesticides and other leading enterprises, the core of the bioenergy field is biomass energy, promote ecological recycling, it is recommended to pay attention to ethanol, biodiesel and other sub-track leading enterprises, the development direction of the field of bio-environmental protection is biosafety management system, it is recommended to pay attention to the agricultural waste treatment track leading varieties.

CITIC Securities strategist Huang Hongfei told China Business News that among the above-mentioned areas, the bio-agriculture sector, such as pesticides and seed industries, is currently easy to land; followed by the biomedical sector, including vaccines, reagents, and genetic testing.

The previous research report of CITIC Securities believes that the seed industry and biological breeding, grain cultivation and other related targets will directly benefit from the implementation of relevant policies. It is recommended to pay attention to the seed industry sector, recommend the Dabei farmers with the advantages of biological breeding research and development, with high-quality germplasm resources and variety resources of hybrid corn seed industry leader Denghai seed industry. It is recommended to pay attention to the planting plate, recommend the main rice, wheat high-quality planting enterprises Suken agricultural hair.

Guosen Securities latest research report that the pharmaceutical industry in 2021 and the first quarter of 2022 continued the main line of the new crown epidemic, vaccines, new crown testing business and other related sectors of rapid growth. On the other hand, the performance of some sectors in the first quarter of 22 years was affected by the repeated outbreak, and the performance of the sector was divided. Sector valuations are low, focusing on the performance elasticity brought about by the new crown, as well as undervaluation, performance repair targets. The new crown outbreak is still the largest main line of the pharmaceutical sector, it is recommended to pay attention to the performance of the more elastic plate. In addition, it is recommended to pay attention to the larger magnitude of the correction, and after the outbreak there is a performance repair target.