中式养生水赛道火热 相关企业持续加码布局

Market Overview - The market for traditional Chinese health drinks, particularly herbal waters, is experiencing significant growth, with a projected compound annual growth rate (CAGR) of approximately 88.9% from 2024 to 2028, reaching an estimated market size of around 10.8 billion yuan by 2028 [1] - The increasing consumer health awareness and the promotion of traditional Chinese medicine culture are driving demand for these products [1] Policy Support - National policies such as the "Healthy China 2030" plan and the "14th Five-Year Plan for National Health" are providing strong support for the rapid development of the health industry in China [1] Industry Participation - Numerous companies are entering the herbal water market, including traditional beverage companies, health brands, and food processing firms [1] - Established brands like Yuanqi Forest, Haowang Water, and Keyang have already launched products in this category, while new entrants like Chengde Lulux (000848) and Shanghai Laiyifen (603777) are also introducing their own herbal water products [1] Product Development - Companies such as Lianhua Holdings (600186) and Haoxiangni (002582) are actively developing and launching new herbal water products, indicating a strong market interest and consumer acceptance [2] - Lianhua Holdings has reported high sales growth for its herbal water products launched in April, and plans to introduce electrolyte drinks and 100% fruit and vegetable juices [2] - Haoxiangni is focusing on the health benefits of red dates and other natural ingredients, aligning with the growing trend of health-conscious consumption [2] Quality and Safety Concerns - The quality and safety of herbal waters are critical, as they rely on the use of medicinal herbs, which currently lack standardized regulations regarding quality, dosage, and processing methods [3] - The industry is still in a disorganized competitive phase, but there is potential for future development towards standardization, scaling, professionalism, and branding [3]