检出致癌物、有“黑点”？新国标落地后卫生巾品控问题怎么破

Core Viewpoint - The health crisis surrounding XinXuan Group's sanitary napkin brand "Mian Mi Ma" has raised significant concerns about product safety in the sanitary napkin industry, particularly after reports of carcinogenic substances being detected in multiple batches [1] Industry Overview - The sanitary napkin industry is experiencing a trust crisis, exacerbated by recent consumer complaints and media exposure regarding product safety issues, including the detection of harmful substances [1] - The market for disposable sanitary products in China reached a production volume of 1.20 million tons in 2023, reflecting a year-on-year growth of 15.6%, with sales revenue hitting 1.8 trillion yuan, up 18.2% year-on-year, capturing 35% of the global market share [5][6] - The introduction of the new national standard for disposable sanitary products, effective July 1, 2023, is expected to accelerate industry consolidation and push non-compliant companies out of the market [10][12] Market Dynamics - The sanitary napkin market is seeing an influx of new players, including celebrity brands and established companies launching new products to cater to diverse consumer needs [3][5] - The price of sanitary napkins is decreasing, with a shift in consumer demand towards lower-priced products, leading to a decline in market concentration and weakening the influence of leading brands [6][8] Regulatory Changes - The new national standard (GB 15979-2024) aims to address industry issues, enhance product quality, and ensure consumer safety by prohibiting harmful substances and improving production hygiene requirements [10][11] - The new regulations will allow existing products produced before the standard's implementation to be sold until their expiration date, leading to a transitional period where both old and new standards coexist in the market [15][16] Production and Supply Chain - Many sanitary napkin brands rely on OEM manufacturing, with established manufacturers like Beishute providing production capabilities for new entrants [7][8] - The production capacity is a critical differentiator among manufacturers, with leading brands investing in automation and quality control to enhance their market position [9][12] Consumer Trends - There is a growing consumer demand for high-quality disposable sanitary products, prompting brands to innovate and introduce new concepts, such as probiotic and herbal sanitary napkins [5][6] - The industry is facing challenges related to product quality, including issues with foreign materials and contamination, which are prompting manufacturers to invest in better detection technologies [17][18]