2025年 乌梅类保健食品行业词条报告 港股分类法/消费品制造/食品饮料、申万分类/食品饮料/ 食品加工/保健品 Copyright © 2025 头豹 乌梅类保健食品：药食同源浪潮下的千亿市场扩容机遇 头豹词条报 告系列 钟琪 · 头豹分析师 2025-05-23 未经平台授权，禁止转载 行业分类： 消费品制造/食品饮料 食品饮料/保健品 摘要 乌梅类保健食品以乌梅为主要原料，具有多元保健功能，历史悠久且受科技驱动。行业规模长期低速增长，受原料供给弹性和行业准入门槛限制。未来，中医药产业政策红 利和银发经济将驱动供给端放量，种植面积增加将保障原料供应，技术创新和消费升级将推动价格上涨，共同驱动行业规模扩大。预计2025-2029年，中国乌梅保健食品均 价将上升，销量增长，助力行业健康发展。 行业定义 乌梅类保健食品是以乌梅为主要原料的保健食品。乌梅，别名梅实、黑莓、熏梅、桔梅肉，是蔷薇科植物梅的干燥近成熟果实，分布于中国 各地，以长江以南地区为主。乌梅味道酸涩，性质平和，临床上应用范围广，多用于治疗肺虚久咳、久泻久痢以及蛔厥腹痛等。现代研究发现， 乌梅具有抑菌、镇咳、镇静、抗病毒、抗肿瘤等药理作用。 行业分 ...

Core Insights - The health food industry is experiencing significant growth driven by innovation, with the FFI2025 Food Formula Innovation Forum highlighting future trends in functional foods [1] - Guangzhou Baiyunshan Weiyi Industrial Co., Ltd. showcased its star product, the Dendrobium officinale probiotic solid beverage, which won the "2025 Innovation Exploration Award" through expert evaluation and consumer voting [1][3] Group 1 - The Dendrobium officinale probiotic solid beverage combines traditional medicine and modern probiotic technology, meeting diverse health needs of modern consumers [3] - The expert panel praised the product for its innovative formula that integrates traditional wisdom with modern scientific logic, setting a benchmark in the probiotic market [3] Group 2 - Dendrobium officinale has a long history of medicinal use, documented in ancient texts like "Compendium of Materia Medica," and modern pharmacological studies confirm its health benefits due to over 30 active substances [5] - The company selected the AB21 composite probiotics, which include Lactobacillus plantarum and Lactococcus lactis, achieving a perfect blend of traditional medicine and modern probiotic technology [5] Group 3 - The forum reinforced the "scientific formula" concept of the Dendrobium officinale probiotics, reflecting the company's commitment to quality and consumer health, while promoting a healthy lifestyle [7] - As a key member of the Guangzhou Pharmaceutical Group's health industry, the company leverages its billion-level industrial ecosystem to meet consumer demands with a range of popular health products [7] - The company aims to continue its focus on "technology and traditional Chinese medicine," investing in the modernization and scientific research of traditional health culture to provide innovative and practical health solutions [7]

Core Insights - The current consumer market is weak, prompting dairy companies to seek new solutions, with experiential and scenario-based consumption emerging as a potential recovery path [1] - Brands that can accurately capture the trend of consumers seeking emotional resonance and unique experiences during consumption have the opportunity to stand out [1] Group 1: Innovative Consumption Trends - The unique pairing of "Peking Duck with Yogurt" has gained popularity, becoming a fun choice for family gatherings and parent-child interactions, driven by the creative DIY experience zone at the Beijing Milk Culture Festival [4] - This trend reflects a shift from traditional product offerings to innovative consumption experiences that resonate with cultural heritage [5] Group 2: Cultural and Historical Significance - The collaboration between Peking Duck and yogurt is rooted in deep insights into Beijing's culinary culture, with both products representing traditional craftsmanship and cultural heritage [5] - Peking Duck, a 600-year-old culinary symbol, and the traditional yogurt-making process of Shengxiang Dairy both emphasize quality and cultural transmission [5] Group 3: Market Positioning and Strategy - Shengxiang Dairy has established itself as a leading brand in Beijing yogurt, focusing on the production and development of traditional ceramic jar yogurt while continuously improving quality and production processes [7][9] - The company has built three production bases across China, with a daily production capacity of 300 tons, showcasing its commitment to quality and scale [7] Group 4: Product Innovation and Health Trends - Shengxiang Dairy has introduced a range of health-oriented products, such as honey yogurt and poria yogurt, catering to the growing consumer demand for healthy foods [14][15] - The innovative "milk skin yogurt" has gained popularity for its unique texture and rich flavor, utilizing low-temperature fermentation technology to enhance nutritional value [16][17] Group 5: Future Directions and Collaborations - The company is exploring new collaborative models with academic institutions to enhance research and development capabilities, exemplified by its partnership with China Agricultural University [20] - Shengxiang Dairy's approach demonstrates that the path to breaking through traditional categories lies in modern technology interpreting traditional wisdom, creating a unique competitive advantage [20]

Core Insights - The Chinese herbal health drink market is experiencing a surge in competition, with 23 brands launching 59 new products in the past year, surpassing the previous year's growth in sugar-free tea [1][12]. Market Trends - The market for Chinese herbal health drinks has seen explosive growth, with a year-on-year increase of over 350% in 2023, reaching a market size of 450 million yuan. Projections indicate a compound annual growth rate of approximately 88.9%, with the market expected to reach around 10.8 billion yuan by 2028 [9][14]. - Female consumers represent the core demographic, accounting for approximately 65.2% of the market, with 77.7% of consumers being under 36 years old [9]. Product Development - Major brands like Yuanqi Forest have successfully launched products such as "Good Comfort," which achieved over 100 million yuan in sales within four months, becoming the fastest product to reach this milestone for the company [11]. - The product offerings include a variety of flavors and ingredients, with brands emphasizing "zero" concepts and traditional Chinese medicinal ingredients [5][13]. Consumer Behavior - The trend of consuming herbal health drinks is particularly popular among young professionals, who often view these drinks as convenient health solutions amidst busy lifestyles. Many consumers report becoming addicted to these drinks, integrating them into their daily routines [2][6][14]. - There is a mix of skepticism and enthusiasm among consumers regarding the health benefits of these drinks, with some believing in their efficacy while others view them as primarily marketing-driven [8][18]. Competitive Landscape - The market has seen an influx of new entrants, with at least 10 brands entering the sector in the first five months of 2024 alone. This includes established beverage giants like Master Kong and Uni-President, which are diversifying their product lines to include herbal health drinks [12][19]. - The competitive environment is characterized by rapid product launches and marketing strategies aimed at appealing to health-conscious consumers, particularly through endorsements from popular figures [18].

Core Viewpoint - Shangde Life Health Industry Group aims to become a leading enterprise in health management services for high-income families globally, driven by the "Healthy China" and "Beautiful China" strategies [1][9]. Group 1: Achievements and Leadership - Shangde Life has made significant achievements in both domestic and international markets, with its chairman representing Chinese health brands at the Belt and Road Entrepreneurs Forum in 2023 [3]. - The group’s general manager participated in the 9th Doctor Cloud Conference, discussing the future of smart health with industry experts, highlighting its leadership position in the health sector [3]. Group 2: Research and Innovation - In 2024, the group plans to invest over 100 million USD to establish an international medical research laboratory focused on cutting-edge medical technology [6]. - The company is actively collaborating internationally, building 18 facilities, including a comprehensive stem cell building and research information center in countries like Tajikistan and Russia [6]. - Shangde Life enhances its core competitiveness in medical technology through the exclusive development of products like dihydroquercetin [6]. Group 3: Product Development - The group’s main brands reflect the traditional Chinese medicine concept of "food and medicine from the same source," utilizing modern extraction technologies to create effective health products [7]. - By integrating Western medical testing methods with traditional Chinese health principles, the company offers personalized health management services [7]. Group 4: Corporate Mission and Values - Shangde Life's mission is to "inherit traditional Chinese medicine and benefit human health," emphasizing values of integrity, responsibility, innovation, and win-win cooperation [8]. - The company aims to transform societal health concepts, providing professional and scientific health management services to a broader audience [8]. Group 5: Future Outlook - Looking ahead, Shangde Life intends to establish a global health management service center, leveraging its research capabilities, brand influence, and market advantages [9]. - The company will continue to deepen its commitment to traditional Chinese medicine and innovate products and services to enhance the health and happiness of its consumers [9].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report indicates that the liquor industry is in a bottoming phase, with signs of stabilization in fundamentals. The high-end liquor sector is expected to see a recovery in demand and valuation in the second half of the year. The report emphasizes focusing on leading regional high-end liquor companies while waiting for demand recovery and valuation repair to resonate [3][11] - The report highlights significant opportunities in the yellow wine sector, which is experiencing a revival driven by changing consumer preferences towards healthier and lighter drinking options. The report notes that yellow wine is well-positioned to cater to the "self-consumption" trend and is gradually breaking the stereotype of being a traditional drink for older consumers [4][12] Summary by Sections Weekly Insights - From May 26 to May 30, the food and beverage index declined by 1.1%, ranking 24th among 28 sub-industries, performing in line with the CSI 300 index. The soft drink (+9.3%), other alcoholic beverages (+7.1%), and beer (+3.2%) sectors showed relatively strong performance [3][11][13] Market Performance - The liquor industry continues to show weak recovery, with terminal demand remaining sluggish. The report attributes this to slow consumer recovery and a reduction in business banquet scenarios. The recent re-emphasis on the prohibition of alcohol consumption in government settings has raised market concerns, but the actual impact is considered limited due to already low levels of government consumption [3][11][12] Upstream Data - As of May 20, the auction price for whole milk powder was $4,332 per ton, a year-on-year increase of 27.1%. Meanwhile, the domestic fresh milk price was 3.1 yuan per kilogram, showing a year-on-year decrease of 8.9%. The report suggests that domestic milk prices are still on a downward trend in the short term [21][24] Liquor Industry News - The report mentions that the Guizhou Moutai (Walking Series) is set to launch soon, and during the recent promotional event, the overall sales of liquor exceeded 300 million yuan within 12 hours, marking a significant increase compared to the previous year [44][45]

Industry Overview - The market size of seabuckthorn beverage in China reached 650 million yuan in 2023, with Yuhang Group generating 220 million yuan in revenue. The industry is expected to continue growing from 2024 to 2030 due to various factors including technology and environmental barriers [1] - The market for Chinese health water has rapidly grown from 10 million yuan in 2018 to 450 million yuan in 2023, with projections to exceed 10 billion yuan by 2028. The competition is divided among traditional brands, new retail platforms, and time-honored pharmaceutical companies [4][17] - The pre-prepared food market is expected to exceed 1 trillion yuan by 2026, but concerns over food safety, such as illegal additives and hygiene issues, have raised consumer worries [7] Market Trends - The sugar-free tea market is experiencing fatigue, with some channels showing negative growth. The rise of Chinese health water is taking market share from sugar-free tea, leading to adjustments in shelf space [2] - The health-conscious trend among young consumers is driving the popularity of herbal drinks, with products like red bean and coix seed water gaining traction [5] - The Z generation is pushing for healthier drinking options, leading to the rise of sugar-free and low-calorie beers, which have reached a market size of 13.8 billion yuan, with 61% of sales coming from this demographic [10] Company Dynamics - Huiyuan Juice has responded to negative rumors about its business status, emphasizing its recovery and market leadership in 100% juice sales after a successful restructuring [12] - Li Ziyuan is entering the functional beverage market with its "VitaYoung" drink, aiming to capture a share of the 140 billion yuan market, but faces intense competition [14] - Starbucks has launched a new ready-to-drink tea and coffee series, focusing on high-quality ingredients and low-sugar formulations to meet health demands [18] Consumer Insights - The demand for personalized and health-oriented products is increasing, with companies needing to address consumer preferences for transparency and quality in their offerings [6][19] - The trend of "water-based health" is gaining traction among young consumers, with a focus on using traditional Chinese medicinal ingredients in modern beverages [5][9] - The market for children's milk is projected to grow at a compound annual growth rate of 5.6%, with A2 milk emerging as a new opportunity [16]

Core Insights - The 21st China (Shenzhen) International Cultural Industries Fair showcased a surge in interest in traditional Chinese medicine (TCM) culture, particularly in the Shandong exhibition area, which attracted a large number of visitors [2][3] Group 1: Popularity of TCM Products - TCM products, especially those like "Ejiao coffee," have become popular among visitors, with several herbal drinks selling out by early afternoon [3] - The Shandong exhibition featured a variety of TCM products, including herbal tea bags, hand-strung bracelets with medicinal herbs, and herbal-filled sachets and toys, all of which drew significant attention [3] - TCM experts provided free pulse diagnosis, which was particularly appealing to younger audiences, indicating a growing acceptance of TCM among this demographic [3][4] Group 2: Young Consumers and TCM - The popularity of TCM products among young people is attributed to the rise of "Guochao" (national trend), increased recognition of TCM culture, and a growing demand for health and wellness [5] - Data shows that individuals aged 18 to 35 constitute 83.7% of the health consumption market, highlighting their role as the main consumer group for wellness products [5] - The trend of integrating TCM into daily life is seen as a cultural translation that promotes broader dissemination of TCM culture through high-frequency consumption by young people [5][6] Group 3: Market Potential and Cultural Integration - The Shandong exhibition area also featured books related to the integration of TCM into daily life, indicating a market potential for TCM lifestyle products [6] - The promotion of "TCM lifestyle" aims to enhance public health literacy and encourage the adoption of healthy living practices [6] - Recent initiatives by the Shandong provincial government emphasize the importance of TCM culture in everyday life, aiming to elevate community health standards and cultural identity [6]

Core Insights - The competition among rice dumpling brands is intensifying as they innovate flavors and focus on health trends, with traditional flavors maintaining a strong market presence while new flavors emerge [1][2][4] Group 1: Market Trends - The rice dumpling market is experiencing a shift towards healthier options, with low-GI dumplings gaining popularity among consumers [4][5] - Sales data indicates a nearly 70% year-on-year increase in overall rice dumpling sales, driven by diverse consumer preferences and the popularity of seasonal products like mugwort and sachets [3] - The market size for rice dumplings is projected to exceed 10.3 billion yuan in 2024, with an expected growth rate of 8% [3] Group 2: Product Innovation - Brands are introducing over 20 different flavors, including regional specialties, to cater to diverse consumer tastes [2] - Companies like Starbucks are creatively blending traditional flavors with modern tea snack elements, enhancing product appeal through innovative packaging [2] - The introduction of low-sugar and high-fiber dumplings is a response to consumer demand for healthier food options, with brands focusing on ingredient optimization [5][6] Group 3: Consumer Behavior - Consumers are increasingly influenced by social media when selecting rice dumplings, reflecting a trend towards diverse and unique flavor experiences [3] - There is a notable difference in purchasing preferences between online and offline consumers, prompting brands to tailor their strategies accordingly [2]

Core Insights - The rise of traditional Chinese health drinks, particularly "Laoshan White Flower Snake Grass Water," reflects a growing trend among young consumers seeking health-oriented beverages [1][4] - The market for Chinese health drinks has seen explosive growth, with a projected increase from 4.5 billion yuan in 2023 to 30 billion yuan in 2024, representing a growth rate of over 566% [4] - The competitive landscape is intensifying, with numerous brands entering the market, leading to a "health drink war" [2][5] Industry Overview - Chinese health drinks are defined as ready-to-drink plant beverages made from ingredients like red beans, red dates, and ginseng, emphasizing traditional Chinese medicine [3] - Despite their perceived unpleasant taste, these drinks have gained popularity, particularly in first- and second-tier cities, with brands like Yuanqi Forest and Kang Shifu launching various products [1][4] Market Dynamics - The health drink market is characterized by a significant increase in new product launches, with 166 new products introduced in the first five months of 2024 alone [5] - Major beverage companies and startups are investing heavily in this segment, with traditional brands like Kang Shifu and Nestlé also entering the fray [5][12] Consumer Behavior - Consumers are increasingly drawn to the health benefits associated with these drinks, often relying on traditional beliefs about the efficacy of ingredients [7][19] - The perception of health drinks as beneficial is driving sales, despite the lack of scientific validation for many claimed health benefits [7][19] Sales and Distribution Challenges - The market faces challenges related to product saturation and channel distribution, with many brands struggling to establish a foothold in the competitive landscape [14][18] - Sales data indicates a decline in health drink sales, attributed to market saturation and price wars, with average prices dropping by over 40% [16][17] Future Outlook - The market for Chinese health drinks is expected to continue growing, but brands must address distribution challenges and consumer expectations to maintain momentum [19] - The success of health drinks will depend on effective channel management and the ability to differentiate products in a crowded market [18][19]