Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The edible bird's nest industry is characterized by a diverse consumption scenario, continuous product innovation, standardized and intelligent production processes, and stricter regulations. The market is expected to grow from CNY 242.22 billion in 2020 to CNY 421.24 billion by 2024, with a compound annual growth rate (CAGR) of 14.6% [5][8] - The demand for bird's nest products is shifting towards younger consumers, particularly women aged 18-40, who now represent approximately 80% of the market. This demographic shift is driving the transition of bird's nest from a traditional gift item to a daily health product [9][11] - The industry is moving towards high-quality development, with trends including diversified consumption scenarios, innovative product forms, standardized production, and integrated supply chains [18][19] Market Background - The bird's nest industry involves a complete supply chain from raw material sourcing to processing, branding, and end consumption, primarily sourced from Southeast Asia, with Indonesia being the largest supplier [6] - The market has evolved from chaos to regulation, particularly after the "blood nest" incident in 2011, leading to the establishment of the CAIQ traceability system [7] Market Status - The market size is projected to grow from CNY 461.24 billion in 2025 to CNY 651.28 billion by 2029, with a CAGR of approximately 8.9% [9] - The supply side is highly concentrated, with 84.3% of registered bird's nest production companies in China coming from Malaysia and Indonesia [10] - The demand side shows a significant trend towards younger consumers and a blend of online and offline sales channels, with online sales accounting for about 45% of the market [11] Market Competition - The competitive landscape is characterized by a concentration of leading brands such as Yanzhiyu, Xiaoxiandun, and Zhengdian Bird's Nest, which dominate the market through strong supply chains and brand marketing [13] - The evaluation dimensions for companies in the industry include supply chain integration, brand strength, and product innovation capabilities [12] - The report highlights ten recommended brands, emphasizing their unique strengths and market positions [14][15] Development Trends - The industry is witnessing a shift towards high-frequency self-use scenarios, with products evolving into convenient forms such as ready-to-eat bird's nest and bird's nest porridge [18] - The implementation of stricter regulations and the CAIQ traceability system is pushing companies towards standardized production [18] - Successful companies are those that achieve quality traceability, product innovation, and multi-channel distribution [19]
2025 年燕窝品牌推荐:告别繁琐炖煮,拥抱开盖即饮
Tou Bao Yan Jiu Yuan·2025-12-12 12:19