The NMN market is full of uncertainties. Can this new enterprise in Hunan break through the encirclement?

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API Intelligence. Published on September 15, 2024 at 06:10.

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As learned by API Intelligence: Recently, the production and construction project of Hunan Longde Jinyuan Biotechnology was publicized on relevant websites.

Project Basic Information

Project Name: Production and Construction Project of Hunan Longde Jinyuan Biotechnology

Construction Unit: Hunan Longde Jinyuan Biotechnology Co., Ltd.

Construction Nature: New construction

Construction Location: No. 13, Changlingzhou Road, Changlingzhou Community, Shenliu Town, Anxiang County, Changde City, Hunan Province

Construction Period: The construction period is 8 months. Construction started in February 2024, and the expected production time is October 2024.

Total Investment: 50 million yuan, of which environmental protection investment is 3.5 million yuan.

Product Plan and Application

Serial Number Product Name Product Specification Annual Output

(1) Nicotinamide mononucleotide (NMN) 99% 100 tons

(2) Glycerol glucoside 60-80% 200 tons

(3) Bilirubin 90% 5 tons

Remarks: This project has started construction in February 2024. The nicotinamide mononucleotide (NMN) production line has started production. The glycerol glucoside and bilirubin production lines are expected to start production in October 2024. This project is constructed without approval in advance and is now going through environmental assessment procedures.

Nicotinamide mononucleotide (NMN) is a naturally occurring bioactive nucleotide. Used as a cosmetic raw material, it can promote skin metabolism. It is also a derivative of the vitamin B family. It is widely involved in many biochemical reactions in the human body and is closely related to immunity and metabolism.

Glycerol glucoside is a glycoside compound formed by the connection of one molecule of glycerol and one molecule of glucose through a glycosidic bond. It has functions such as moisturizing, promoting skin metabolism, protecting the skin barrier, antioxidation, and anti-inflammation.

Bilirubin is an important bioactive substance widely present in animals, especially with a relatively high content in bile. It has various pharmacological effects such as antioxidation, anti-inflammation, and anti-tumor, and is an important raw material for manufacturing artificial bezoar.

Hunan Longde Jinyuan Biotechnology Co., Ltd. was established on July 19, 2023. It invests in and constructs this project at No. 13, Changlingzhou Road, Changlingzhou Community, Shenliu Town, Anxiang County, Changde City, Hunan Province. It mainly produces 100 tons/year of nicotinamide mononucleotide (NMN), 200 tons/year of glycerol glucoside, and 5 tons/year of bilirubin.

Supervision and market:

NMN is given the aura of an "elixir of immortality" because it has multiple anti-aging functions! It is mainly promoted and applied in fields such as food and health care, beauty and skincare, biomedicine, and animal nutrition. It has huge imagination space, and therefore attracts the layout of many enterprises. Therefore, people in the industry once joked that enterprises that cannot produce NMN are embarrassed to say that they are synthetic biology enterprises.

The main enterprises in the layout are: GeneHarbor, Yinfu, SyncoZymes, Bangtai Biology, Jilin Bio-Works (Nanjing Novozymes), JINDAWIE, YABEN Chemical, PYXUS Life Sciences, IKALY, Fujian Reberio, Jiangxi Haiwen, Gut Biotechnology, etc.

In terms of supervision, as a new variety of food additives in China, it has not been approved. Only in the field of cosmetics is it still in the monitoring period. In terms of the market, at the end of May 2024, multiple e-commerce platforms received news that from June 1st, NMN products can no longer be sold in China through cross-border e-commerce platforms. According to industry news, the export of NMN is still blocked at present, adding more uncertainties to an already highly competitive market. As for what will happen next, time will tell!

Despite the intense competition, there are still new entrants continuously. It is worth mentioning that the number of cosmetic record-keeping enterprises has increased rapidly recently. The details are as follows.

The market turmoil of NMN may only be an epitome of the transformation of the global anti-aging market. With various new ingredients such as ergothioneine, PQQ, and hydroxycholesterol obtaining "legal status", perhaps the next "anti-aging myth" is on the rise!

Source: Compiled from public information by API Intelligence.

Related recommendations:

- Focus on the research and production of NMN series coenzyme nucleotides, glutathione, etc. - Novozymes Biology.

- With a total investment of 2 billion yuan! The industrialization base of SyncoZymes' biological enzyme series products and chemical drugs (attached with the summary of the whole plant plan).

- A 1,000-ton NMN industrialization project has been approved! The market scale remains a mystery.

Recent supply and demand list:

1. [Fermentation base seeking cooperation]: Can undertake the implementation of projects such as small varieties of amino acids, feed proteins, food, and feed additives. The cooperation form is flexible.

2. Undertake the implementation of API (declaration in China/US/Europe) and synthetic biology projects (60T fully automatic fermentation production line)!

3. [Cooperation in northern fermentation base]: Can undertake the implementation of cooperation projects for fermentation-based, enzyme-catalyzed chemical synthesis and all-chemical synthesis of pharmaceutical intermediates and APIs.

4. Leading API enterprises introduce synthetic biology teams with flexible cooperation models.

5. [Undertake fermentation projects]: The large fermentation base in the north undertakes fermentation projects. With 100-ton fermentation tanks, it can meet various process requirements.

6. [Northern fermentation base seeking cooperation]: 8 * 120-ton fermentation tanks, 8 * 180-ton fermentation tanks and extraction supporting facilities. Cooperation in investment, leasing, and contract manufacturing.

Author: API Intelligence.

Source: Xueqiu.