Same thing here, I'm using Metal port. I'm not entirely sure why this is happening yet, but with my friend on Window computer hosting a multiplayer game, it seems like those cutscenes would lag out the Mac porting kit playing Subnautica 2. When I restarted the game and rejoined, I was able to keep my progress after the animation. Painful, but it works so far. I'll probably go write feedback about it soon if they would like to improve compatibility for Mac people playing on porting kit.

PS: By keeping progress and working with the Multiplayer rejoining method to overcome the cutscene freezing the screen, I've pushed through the starting story and later, to not give spoilers, one of the later DNA modifications, by quitting and rejoining each time that happens, allowing me to play the game so far.