打破传统零食局限 挖掘细分消费场景 果冻行业呈现强劲发展活力

Core Insights - The jelly industry in China has shown significant growth, with market size increasing from 17.8 billion yuan in 2020 to 31 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 14.9% [1] - By 2024, China is projected to become the largest producer and consumer of jelly globally, with the market expected to exceed 57 billion yuan by 2029 due to consumption upgrades and health-oriented demands [2] - The jelly market is characterized by a tiered competitive landscape, with well-known brands dominating the first tier and emerging brands challenging them in specific regions or segments [3] Market Segmentation - Cup jelly remains the market leader, holding a 68.7% market share in 2024, while squeeze jelly is experiencing rapid growth, with its market size increasing from 1.1 billion yuan in 2020 to 4.7 billion yuan in 2024, achieving a CAGR of 43.8% [2] - The traditional consumer base primarily consists of teenagers, but recent innovations have expanded the age demographic of jelly consumers [2] Product Innovation - Recent years have seen a surge in product innovation within the jelly industry, with new categories like slush jelly and oversized jelly gaining popularity, catering to diverse consumer needs [4] - Health and functionality have become key innovation directions, with products incorporating proteins, dietary fibers, vitamins, and probiotics to meet various health demands [5][6] - The emergence of hangover jelly, which utilizes specific ingredients to reduce alcohol absorption, represents a novel product category appealing to younger consumers [5][6] Future Development Prospects - The jelly industry is expected to further break traditional snack boundaries, incorporating more functional ingredients to meet health-conscious consumer demands [7] - Brands are encouraged to leverage big data and AI for personalized product design, focusing on individual consumer preferences [7] - Cross-industry collaborations are anticipated to enhance product diversity and consumer experiences, such as partnerships with pharmaceutical and fitness organizations [7][8]