智通财经网·2026-01-30 08:07Industry Overview - The probiotic industry is expected to maintain a compound annual growth rate (CAGR) of 14.2% from 2023 to 2025, driven primarily by price increases, with an average price CAGR of 11.3% and a sales CAGR of 2.4% [1][2] - The market is witnessing significant growth in high-functionality and composite products, which are expected to drive demand [2] Market Dynamics - Sales of AKK probiotic products on platforms like Taobao, Tmall, JD, and Douyin are projected to increase from 13,700 units in January 2025 to 47,200 units by October 2025, indicating a potential surge in market opportunities as more entrants join the sector [3] Company Developments - Xianle Health's proprietary probiotic AKK ONE received GRAS certification in May 2025, enhancing its positioning in high-growth markets such as weight management and metabolic health. AKK ONE has a protein content 50% higher than conventional AKK strains and increases beneficial bacteria by approximately 1.5 times [4] - Junyao Health's subsidiary, Runying Bio, has developed two high-quality AKK strains, AKK BG-001 and AKK WST01, with a focus on cost optimization and efficiency improvements. The production process has seen a 50% reduction in fermentation time and a 70% increase in cell count [5] - Beijia Clean invested 210 million yuan in Shan'enkang, acquiring a 52% stake. Shan'enkang has established a large AKK strain library and has developed AKK PROBIO strains with high survival rates in gastrointestinal conditions [6] Investment Recommendations - Companies to watch include Xianle Health (300791.SZ), Junyao Health (605388.SH), and Beijia Clean (603059.SH) due to their innovative products and market positioning [7]