The first batch of artificial meat, Beyond Meat, soared 163% on the first day of listing

The first batch of artificial meat, Beyond Meat, soared 163% on the first day of listing. 


This is reminiscent of the industrial cannabis concept that US stocks soared last year. This year, the A-shares were ignited by the stars. Under the capital chase, the concept of artificial meat is Become the latest mainstream hot spot in the A-share market. After Monday's plunge, A-shares began to stabilize on Tuesday, although the index rebounded not much, but the stocks were obviously active. The Shanghai and Shenzhen stock exchanges exceeded 100, the most prominent hot spot is the new one after May Day. The emerging concept of artificial meat - Hakoco (6.010, 0.18, 3.09%) (600095), Shuangta Food (6.600, 0.28, 4.43%) (002481) and Jinjian Rice (5.270, 0.02, 0.38%) ( 600127) As the first to start the concept of artificial meat, it has been the “one” plate daily limit for two consecutive trading days. The two consecutive daily limit in this sector also includes Weiwei shares (3.650, -0.16, -4.20%). (600300), Jiaoda Ang Li (6.200, 0.05, 0.81%) (600530), Fengle Seed Industry (12.050, 1.10, 10.05%) (000713), Hengtian Hailong (3.620, 0.04, 1.12%) (000677), As of Tuesday's close, the concept of artificial meat has a total of more than 30 concept stocks daily limit, becoming the most mainstream hot spot in the current A-share market! Artificial meat is mainly divided into two types, one is soybean white white * artificial meat, it should be said that in this direction, the A-share market has been fully excavated in the past two trading days, and the other is by extracting animal stem cells. To cultivate meat, there is no obvious leading breed in this direction. As another major speculation of the concept of artificial meat, the listed company involved in 3D bio-printing stem cell artificial meat will become the main target for the next step of the A-share market.

The concept of artificial meat has become the latest outlet in the A-share market: the number of artificial meat in the concept of artificial meat on Tuesday was as high as 30

The first stock of artificial meat, Beyond Meat, soared 163% on the first day of listing. This is reminiscent of the industrial* concept that US stocks soared last year. This year, the A-shares were ignited by the stars. Under the capital chase, the concept of artificial meat is Become the latest mainstream hot spot in the A-share market.

On May 2nd, US local time, Beyond Meat, which is known as the “first stock of artificial meat”, was officially listed on the NASDAQ exchange. After the opening, the price was 46 US dollars, which was 84% ​​higher than the issue price of 25 US dollars. At the close Compared with the issue price, the increase was 163%, which was the best performance of the US IPO since the financial crisis.

The company, called Beyond Meat, is called "Super Meat Company" and was established in 2009. It mainly produces artificial meat from plants such as soybeans. The vegetarian burger it produces can be said to be “fake and confuse” and tastes no different from real meat burgers.

The stock price is dazzling, and the list of shareholder executives is also a big gathering. Bill Gates, Leonardo DiCaprio are investors in Beyond Meat, McDonald's former helm Donald Thompson, Coca-Cola CFO Cathy Waller and Twitter CFO Ned Siegel are Investor of Beyond Meat.

At present, there are two general ideas for artificial meat: one is to extract protein from plants such as beans and wheat, to simulate the taste of meat, and to process it into “success meat” which is similar to the taste of meat fiber; the second is to extract stem cells from animals. Add oxygen, sugar and other nutrients to the container for cultivation. Beyond Meat belongs to the former. After using new techniques and means, Beyond Meat's artificial meat tastes like real meat. According to the company, since 2016, its artificial meat burgers have sold tens of millions.

Most artificial meats are dominated by “healthy” and “environmentally friendly” brands, and Beyond Meat is no exception. Its official website emphasizes that artificial meat mainly uses plant protein such as soybeans and peas. Compared with ordinary beef burgers, they can produce 99% of water, 93% of land and 90% of emissions in the production process. 46% energy.

"Science" magazine also reported that the meat products cultivated in the laboratory, commonly known as "artificial meat", will soon appear on the American table. The US Department of Agriculture and the US Food and Drug Administration (FDA) recently announced that They will jointly supervise the production of this meat so that it can be safely sold to consumers across the country.

First, this will eliminate the need for breeding and slaughtering animals. In the United States alone, approximately 9 billion chickens and 32 million cattle are slaughtered each year. In addition, it helps to curb climate change, as agriculture, especially meat production, is a major source of greenhouse gas emissions.

As mentioned above, according to the first idea of ​​making artificial meat, the main raw material of artificial meat is pea protein, pea protein does not contain allergens, and there is no genetic modification. Shuangta Foods (002481) is the leading food pea protein manufacturer in the country. The company's pea protein, pea fiber and pea starch production and market share are among the highest in the world. Hakoco (600095)'s soy protein isolate has been the leader in meat additives. Weiwei (600300) has been continuously developing products around soy protein foods and beverages after the Weiwei soy milk, and has accumulated abundant product resources. In recent years, the company has made great progress in the field of vegetable protein beverages. Therefore, with the concept of US-made artificial meat turned out, the stock prices of these three A-share listed companies took the lead on Monday, becoming the leading leader in the concept of artificial meat.

As the market as a whole began to stabilize on Tuesday, other related listed companies involved in the concept of artificial meat were also being explored by the market. For example, in the artificial meat related concept stocks on Tuesday's daily limit, Tianbao Foods (2.640, -0.06, -2.22%) (002220) developed the first domestic soybean protein series pure * cream, and obtained the national patent; Jingliang Holdings (6.870, -0.25, -3.51%) (000505)'s wholly-owned subsidiary Zhejiang Xiaoyue Food Co., Ltd. owns soybean plant protein meat and its production process patent; Haixin Food (5.560, 0.08, 1.46%) (002702) owns soybean protein extraction The technology of Noda Biotech (600530), the largest plant extract company in China, has a professional plant protein extraction technology; Aipu shares (8.690, 0.02, 0.23%) (603020) have a natural flavor. Preparation method of solid meat seasoning and production technology of hydrolyzed plant egg* and condiment; Western Animal Husbandry (7.380, -0.23, -3.02%) (300106) owns the first plant protein plant in Xinjiang; Huifa shares (9.800, 0.12, 1.24%) (603536) fully automatic production line such as vegetarian meat steak; Laiwu (15.130, -0.58, -3.69%) (603777) has a variety of protein-related meat products.

As of Tuesday's close, the concept of artificial meat has a total of more than 30 concept stocks daily limit, becoming the most mainstream hot spot in the current A-share market!

Another major speculation in the concept of artificial meat - Li Ka-shing is also actively involved in investing in 3D bioprint stem cell artificial meat

As mentioned above, artificial meat is mainly divided into two types, one is soybean white white * artificial meat, it should be said that this direction has been fully excavated in the A-share market for nearly two trading days, and the other is By extracting the animal's stem cells to cultivate meat, there is no obvious leading species in this direction. On Tuesday, the daily limit of the crown organisms (23.490, -1.09, -4.43%) (300238), Asia Pacific Pharmaceuticals (16.620, -0.03, -0.18) %)(002370), as well as varieties close to the daily limit (29.370, 1.08, 3.82%) (300357), Greencom Biochemical (23.220, -1.01, -4.17%) (002868), although all related to stem cell related fields However, it does not involve the core of stem cell artificial meat - 3D bio-printing. Therefore, as another major speculation of artificial meat concept, the listed company involved in 3D bio-printing stem cell artificial meat will become the next step in the A-share market. Main target.

In fact, in addition to Bill Gates, Hong Kong richest Li Ka-shing is also very fond of artificial meat. As early as 2014, Li Ka-shing's Victoria Harbour Investment completed a $10 million Series A financing for the American artificial meat company Modern Meadow. As early as August 2017, Impossible Foods announced a round of financing, totaling $75 million. The financing was led by Singapore's sovereign fund Temasek, Li Ka-shing's Victoria Harbour investment and Bill Gates.

The plant-made eggs invested by Mr. Li Ka-shing are indeed not nonsense. A bottle of plant-made mayonnaise has been placed on the supermarket shelf, a row of yellow Cheng Cheng. The artificial meat is also followed by the heavy punches. Li Ka-shing also made this artificial meat and the popular 3D printing in recent years: 3D printed artificial meat, instantly earned enough eyeballs.

According to public information, Li Ka-shing's Horizons Ventures invested $10 million in round A in the US startup Modern Meadow Inc. for laboratory fur culture and 3D printed meat research.

"Modern Ranch" is currently located in Brooklyn, New York, and specializes in the development of fur materials from animal tissue cells, and is also engaged in 3D printing of meat, chicken, pork and other edible meat.

According to the existing research results, they use 3D bio-printing technology to print the cultivatable tissue cell by cell and culture it in a culture dish for several weeks, and a whole fresh piece of meat matures. “Modern Ranch” commercialized this project, mainly considering the large consumption of animal fur and meat, and the resulting problem of killing animals and extinction. The production of fur and meat by biological culture and 3D printing technology is a non-polluting and harmless method. Modern Ranch believes that it is more environmentally friendly and civilized.

The Fogg father and son files of modern ranch are the most concerned by the industry. In fact, the world's first to make artificial beef using 3D printing technology is the father and son of Gabor Forgacs and Andras Forgacs.

Garber Fogg is a pioneer in the field of bio-manufacturing, known as the father of bioprinting, because he was invented in the University of Missouri laboratory in 2003 to use a hydrogel. A new method to promote cell fusion, and then further inject the cytoplasm into the bio-printer, the blood vessels can be printed in 3D, and the blood vessels are followed by the tissues of the organs. The ultimate goal is to print out the organs. The result was published in the journal Journal of Tissue Engineering, and the new term "organ printing" appeared. Garber was thus called the "father of bioprinting."

Originally just a lab's crazy idea, Garber didn't think that 3D bioprinting technology could be converted to everyday life, but his crazy son, Andras, thought of it.

The method used by Fogg and his son for artificial meat is called “biofabrication”; it is called the model of biotechnology manufacturing in the 21st century, because this method directly uses the most basic living raw materials, such as cells and molecules. Production of biological products using methods of interdisciplinary disciplines such as developmental biology, tissue engineering, and biomaterials science. Cells must be able to form * tissue to further produce into a product, so cell fusion is the basis of biological manufacturing.

Simply put, making a piece of artificial beef, the raw material used is the cells of the cow, and will no longer use the precious resources on the earth. In 2010, they printed the world's first beef and pork, Garber and cooked on the spot at the TED Medical Forum, which caused widespread discussion.

It can be seen that the experience of Fogg and his son from the modern ranch invested by Li Ka-shing can be found that printing 3D bio-prints is the key to artificial meat! Among the A-share listed companies, Blu-ray Development (6.170, -0.04, -0.64%) (600466) is a professional enterprise in this respect.

Blu-ray Inno, a subsidiary of Blu-ray Development (600466), is a leading company in the field of stem cell 3D bio-printing in China - 3D bio-vascular printer is the key to cutting into artificial meat

From the experience of Foggake's father and son in the modern ranch invested by Li Ka-shing, we can find that printing 3D bio-printing is the key to artificial meat! Blu-ray Innova, which is controlled by Blu-ray Development (600466), is a world-class leader in 3D printed vascular fields.

In 2015, the world's first 3D biovascular printer with a global patent for protection was introduced in Blu-ray. In the same year, Blu-ray Inno also built the first stem cell 3D bio-printing technology system with global independent intellectual property rights, creating the “DEVELOR technology concept” of “maintaining stem cell dryness and maintaining stem cell original ecology” – not doing stem cells in vitro. In the case of any genetic modification, the stem cells are placed in the body, and the stem cells are induced and induced to regenerate by utilizing the body's own tissue damage repair signal.

Blu-ray Innolux, a subsidiary of Blu-ray Development (600466), was founded in 2014 and is committed to promoting the global application of 3D bio-printing with its own high-tech research and development. Blu-ray Inno's original "bio-brick" technology is truly the world's first. This technology is a new, precise, biomimetic stem cell culture system consisting of seed cells, growth factors and nutrients. "Bio Ink", combined with other layers of materials, "prints" a biologically active product, which is then incubated to form a physiologically functional tissue structure. With this technology, the 3D biovascular printer developed by Blu-ray Inno can print out the hollow structure unique to blood vessels and multiple layers of different types of cells. Blu-ray Inno has also gained attention with the world's first technology.

Blu-ray Inno is the world's first 3D bioprinting vascular implant rhesus monkey in vivo trial, this technology is expected to solve the worldwide problem of artificial blood vessel endothelialization, will be used for cardiovascular disease treatment. Blu-ray Inno has officially started 3D bioprinting vascular animal experiments in May 2016. The Blu-ray Inno team researchers used 3D bio-printing inks from the rhesus monkey's autologous adipose-derived mesenchymal stem cells to observe the function from 1104 days, and printed an internal diameter through a self-developed 3D printing device. Bioactive artificial blood vessel of 4 mm and length 2-4 cm, which is used to replace it with constant

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