千亿市场外资独大 国产“益生菌”如何突围

Core Viewpoint - The probiotic industry in China is experiencing rapid growth, with a market size projected to reach trillions, but it faces challenges such as a lack of national standards and reliance on imported strains [1][4][5]. Industry Overview - The probiotic market in China grew from 647.7 billion yuan in 2018 to approximately 1,093.8 billion yuan in 2022, with an annual compound growth rate of 14% [5][6]. - The industry is currently characterized by a chaotic market environment due to the absence of national standards for probiotic products, leading to varying product quality [4][5]. Market Structure - The domestic probiotic industry is divided into three competitive tiers: - The first tier includes international companies like DuPont and Chr. Hansen, with annual production capacities exceeding 1,000 tons [6]. - The second tier consists of companies with production capacities between 100-1,000 tons, such as Weikang Probiotics and Yiyuan Biotechnology [6]. - The third tier includes numerous smaller firms entering the probiotic space [6]. Research and Development - Companies like Langgege have intensified research on indigenous strains since 2020, collaborating with institutions to develop and apply local strains in their products [2][3]. - A new resource bank for grassland probiotic strains was established to support the collection, separation, and application of these strains, which is crucial for maintaining strain diversity and safety [3]. Regulatory Environment - Despite the lack of national standards, various associations have introduced group standards to guide the industry towards healthy development [5]. - The government has initiated policies aimed at improving the regulatory framework for the probiotic industry, including the "13th Five-Year" and "14th Five-Year" plans, which emphasize food safety and the development of proprietary fermentation agents [4][5]. Consumer Insights - Probiotics are recognized for their health benefits, including improving gut flora and enhancing immunity, but the complexity of their application in yogurt production poses challenges [3][4]. - The penetration rate of probiotics in the Chinese market is currently below 10%, indicating significant growth potential compared to nearly 50% in foreign markets [6].