食品消费需求升级倒逼行业转型，食品制造业从供给侧激活消费新动能

Core Insights - The food industry is experiencing a wave of group label standards aimed at addressing misleading labeling practices such as "100% pure" and "0 additives" [1] - The introduction of multiple group standards is driven by consumer demand for transparency and clean labels, leading to an industry transformation [3][4] Group 1: Industry Standards and Consumer Demand - The release of the "General Requirements for Clean Label Foods" and other standards marks a significant increase in group standards in the food industry since early 2025, with 12 standards introduced [4] - These standards focus on promoting a new ecosystem in food manufacturing characterized by "less additives, traceability, and transparency" [4] - Consumer interest in ingredient lists has evolved from brand recognition to a demand for transparency across the entire supply chain [4] Group 2: Product Innovation and Market Trends - The trend of "health claims turning into scientific quantification" indicates that consumers are seeking precise nutrition and scientific formulations rather than vague claims of "no additives" [4] - Companies like Leyuan Health are shifting their product positioning from "tasty" to "healthy," targeting young female consumers aged 18-35 who prioritize self-care [4][5] - The popularity of keywords like "clean label" and "clean ingredient list" has surged on platforms like Xiaohongshu, reflecting changing consumer priorities [5] Group 3: Technological Advancements in Food Manufacturing - Food manufacturers are responding to changing consumer demands through innovations in production processes, such as HPP (High-Pressure Processing) and fermentation technology [6] - Leyuan Health has achieved innovation in "low sugar without compromising nutrition" by employing advanced sterilization and filling techniques that preserve the freshness of fruits and vegetables [8] - The company has established flexible production capabilities, allowing for small-batch, multi-flavor production to quickly adapt to market changes [9] Group 4: Strategic Collaborations and R&D - Leyuan Health has formed a strategic partnership with the Chinese Academy of Agricultural Sciences to shift product innovation from experience-driven to data-driven approaches [10] - The integration of modern technology in product development has led to the creation of unique offerings, such as the "Double Pomelo Juice," which addresses specific consumer preferences [11] - The company is also exploring new product lines, such as tomato beverages, to meet modern taste preferences while retaining nutritional value [11] Group 5: Future Competitive Landscape - The future of competition in the food industry is expected to shift from resource-based competition to supply chain and consumer insight competition [11] - As consumer standards for food quality continue to rise, the focus of competition will transition from marketing battles to technological advancements and value-based competition [11]