蹲点调查｜探寻透明质酸产业发展的“第二增长曲线”

Group 1 - The Shandong provincial government has implemented a plan to boost consumption, focusing on six key tasks and 20 specific measures, including the enhancement of health consumption and the development of health-related industries such as health tourism and biomedicine [2] - The hyaluronic acid industry in Shandong, led by companies like Huaxi Bio and Furuida, has formed a trillion-level industrial cluster, responding to rapidly changing consumer aesthetics and demands [2][14] - Huaxi Bio has emphasized the importance of establishing scientific and unified testing standards for the industry, following a public dispute with competitor Juzhi Bio regarding product quality and testing methods [3][6] Group 2 - The competition between Huaxi Bio and Juzhi Bio has highlighted the challenges in the hyaluronic acid market, with Huaxi Bio accusing Juzhi Bio of misleading research that undermines the hyaluronic acid industry [6][8] - Despite the ongoing competition, the hyaluronic acid market is experiencing a decline in product prices, with some high-end products dropping to as low as 10% of their previous prices [9][10] - The three major players in the hyaluronic acid sector, including Huaxi Bio, have reported negative growth in revenue and net profit in recent quarters, contrasting with the strong performance of companies in the recombinant collagen sector [10][11] Group 3 - Huaxi Bio has maintained a leading position in the global hyaluronic acid market, holding a 44% share of global sales in 2021 and actively participating in the development of industry standards [16] - The company is undergoing a strategic upgrade, investing over 100 million yuan in innovative business areas such as regenerative medicine and nutritional science [16] - Furuida is also expanding into the recombinant collagen market, recognizing the need for transformation and innovation in response to industry pressures [19][20] Group 4 - Experts suggest that the hyaluronic acid industry has reached maturity and needs to explore a "second growth curve" to maintain competitiveness and sustainable development [21] - The relationship between hyaluronic acid and collagen is viewed as complementary rather than competitive, with both having unique advantages in various applications [20] - The industry is focusing on developing new business models and products that align with consumer health trends, including functional foods and personalized raw materials [19][20]