代糖战来了新角色

Core Insights - D-Allulose, a new low-GI sweetener, has been approved for commercial use in China, with significant industry interest and potential applications in food products [1][2][4] - The global market for D-Allulose is projected to reach $14.77 million in 2024, with a compound annual growth rate (CAGR) exceeding 14% from 2025 to 2034 [3] Industry Overview - The approval of D-Allulose aligns with the "Healthy China Action (2019-2030)" initiative, which aims to limit daily added sugar intake to 25 grams per person by 2030 [1] - D-Allulose is recognized for its sugar-like taste, low caloric content (1.67 kJ/g or 0.4 kcal/g), and potential health benefits, including no impact on blood lipids or uric acid levels [2] Production and Supply Chain - D-Allulose can be produced through two main methods: fermentation using E. coli and enzyme-catalyzed conversion [4][5] - Companies like COFCO and Zhongda Hengyuan are actively developing production capabilities, with COFCO utilizing self-developed enzymes for production [5] - The production process is complex, with a need for advanced technology and significant initial investment, leading to a competitive landscape among producers [4][5] Market Dynamics - Downstream companies, including Wahaha and Mengniu, are showing interest in D-Allulose, but large-scale application is still in the testing phase [6][7] - The current cost of D-Allulose is significantly higher than other sweeteners, with prices ranging from 20,000 to 24,000 yuan per ton, compared to around 10,000 yuan per ton for erythritol [8] Future Prospects - The industry is optimistic about D-Allulose's potential, citing its broader application scenarios compared to erythritol, particularly in products sensitive to crystallization [10] - Key factors for market success include ongoing technological innovation, cost control, and the establishment of a complete industry ecosystem [10]