Dingdong(US:DDL) Guo Ji Jin Rong Bao·2025-07-23 13:56Core Insights - The low GI food market is experiencing rapid growth, with sales increasing from less than 1 million yuan in the first half of 2021 to nearly 60 million yuan in the first half of 2023, representing a growth of nearly 60 times [1] - The demand for healthy eating is rising, prompting many food companies to enter the low GI segment, including major brands like Junlebao and Yili [2] - Traditional retail channels are declining, while online sales, particularly through community group buying and content e-commerce, are rapidly increasing [2] Industry Trends - The low GI food category is recognized as a health trend, with significant increases in search interest and sales on major e-commerce platforms [3] - In 2022, JD Supermarket reported a tenfold increase in low GI food sales, with the number of consumers purchasing these products rising eightfold [3] - A strategic partnership between Dingdong Maicai and the China Food Fermentation Industry Research Institute aims to address challenges in low GI product promotion and consumer awareness [3] Market Potential - The overall market for low GI foods in China was approximately 130 billion yuan last year, with projections suggesting it could reach 200 billion yuan by 2030 [2] - Despite the growth, the number of low GI SKUs on platforms like Dingdong Maicai remains limited, with no standout products identified yet [3] - Dingdong Maicai's strategy focuses on quickly identifying potential bestsellers in the low GI category to enhance product offerings [3]