YILI(SH:600887) Di Yi Cai Jing·2025-10-29 07:41Core Viewpoint - The new national standard aims to regulate the elderly nutrition food market, addressing existing challenges and promoting growth in the silver economy as the aging population increases [1][3]. Group 1: Market Overview - The elderly nutrition product market is expected to experience significant growth due to the aging population and increasing health awareness among consumers [4]. - The market size for nutrition health foods in China is projected to reach 522.3 billion yuan in 2024, with functional nutrition foods and health foods accounting for 289.1 billion yuan and 233.1 billion yuan, respectively [4]. - The compound annual growth rate (CAGR) for functional nutrition foods is expected to be 8.5% over the next five years, surpassing the previous five-year rate of 6.6% [4]. Group 2: Current Challenges - The elderly nutrition food market is characterized by a lack of standards, leading to confusion and mistrust among consumers due to misleading marketing and exaggerated claims [4][6]. - Many products marketed for the elderly do not meet the specific physiological needs of older adults, resulting in a wide variance in ingredient quality and nutritional composition [2][6]. Group 3: New National Standard - The recently proposed national standard for elderly nutrition supplements defines these products as special dietary foods made from dairy, soy, or their derivatives, supplemented with vitamins and minerals [4][5]. - The draft standard includes strict requirements for raw materials, such as a minimum protein content of 20% of the total product weight and restrictions on the use of hydrogenated fats [5]. - The new standard aims to shift the industry from concept marketing to value supply, promoting standardization and quality improvement in the elderly nutrition food sector [6].