9月22日，由中国营养学会主办、蒙牛集团承办的"乳品科学与营养健康"分论坛在北京成功举行。中国 营养学会理事长、亚洲营养联合会主席杨月欣，常务副理事长马爱国、副理事长李增宁、秘书长韩军 花，衡水中学党委书记郗会所，江南大学王兴国教授，中山大学朱慧莲教授，中国农科院农产品加工所 逄晓阳研究员、北京大学公共卫生学院许雅君教授等专家学者，以及蒙牛集团高级副总裁温永平等出席 了本次论坛。值得关注的是，已担任蒙牛集团荣誉科学顾问的诺贝尔奖得主Rolf M. Zinkernagel教授也 通过视频连线的方式参与了本次论坛。 作为第十七届全国营养科学大会的重要组成部分，本次论坛聚焦乳品科技前沿与精准营养应用，围绕牛 乳精深加工、益生菌等领域展开分享，系统呈现了蒙牛在全龄健康及学生营养领域的多项突破性成果， 从学术研究、行业标准、产品创新和社会责任四大维度，全面彰显了蒙牛作为乳业"国家队"，以科技研 发驱动行业高质量发展，以产品创新服务全民营养健康的使命与担当。 中国营养学会副理事长李增宁致辞 蒙牛集团高级副总裁温永平发言 乳品科学：学术创新引领行业发展 在学术分享环节，权威专家学者围绕母乳成分研究、老年健康干预、微生物研究 ...

Core Insights - The inauguration of the OneBiome laboratory in Saclay, Paris, marks a significant step for Danone in the field of science-based innovation and gut health research [1] - The laboratory will serve as a global R&D hub for Danone, focusing on gut microbiome, nutrition, and digital health, reinforcing its leadership in shaping the future of food and health [1] - Danone's CEO emphasized that the OneBiome laboratory is a milestone in the "Renewed Danone" strategy, enhancing the company's capabilities in gut microbiome research [2] Research and Development Focus - The OneBiome laboratory will leverage Danone's century-long expertise, scientific data, clinical research, and consumer insights to accelerate research on gut microbiome and its impact on overall health [1] - Advanced microbiology, artificial intelligence, and data science will be utilized to develop precise nutritional solutions, strengthening Danone's leadership in gut health and digital science [1] - The company aims to explore the potential of prebiotics, probiotics, postbiotics, and synbiotics for gut health, continuing its commitment to scientific-driven health innovation [2] Market and Consumer Insights - A survey conducted by IFOP in June 2025 revealed that half of the respondents believe their gut microbiome is unhealthy, highlighting the ongoing need for education and innovation in this field [1] - Danone is committed to empowering consumer health through gut microbiome science, offering nutrition solutions that cover the entire life cycle [2] - In China, Danone's unique digital ecosystem allows for rapid innovation and feedback, enabling the company to create valuable solutions for patients, consumers, and healthcare professionals [3]

Core Insights - Tongrentang's new high-content vitamin K2 liquid calcium series was launched on JD Health, achieving top sales on the first day [1] - The health consumption trend is shifting from individual to family-oriented, with a focus on bone health as a key concern for households [1] - Consumers are increasingly seeking personalized nutritional solutions rather than generic health products [1] Product Details - The new product series contains 70 micrograms of vitamin K2, along with sufficient calcium and vitamin D, aimed at reducing the risk of vascular calcification associated with traditional calcium supplementation [2] - Tailored formulations are provided for different demographics: - For children and adolescents, zinc is added to the high calcium formula - For women, especially pregnant and postpartum women, a highly absorbable liquid calcium form is used - For individuals over 45, magnesium, zinc, and manganese are included to support collagen synthesis and bone metabolism [2] Strategic Collaboration - JD Health and Tongrentang have strengthened their strategic partnership to explore growth potential in bone nutrition and accelerate product innovation [2] - JD Health aims to leverage its platform to introduce high-quality nutritional products and promote scientific nutritional concepts to meet diverse consumer needs [2]

Core Insights - The article highlights the transformation of China's dairy industry from traditional manufacturing to precision nutrition, emphasizing the importance of deep processing in meeting consumer demands for healthier and more functional dairy products [1][2][3]. Group 1: Industry Trends - The dairy market is shifting from basic nutrition to functional precision, with consumers seeking products that offer natural and targeted nutritional benefits [2][3]. - Despite improvements in raw milk quality and standardized farming practices, the industry faces challenges in deep processing capabilities, with a low proportion of high-value products and a reliance on imports for key functional ingredients [2][3]. Group 2: Technological Advancements - The dairy industry is progressing through three stages: 1.0 focuses on nutrition preservation, 2.0 on nutrition optimization, and 3.0 on precision nutrition, which emphasizes deep processing to extract and retain natural nutrients effectively [3][4]. - Yili has made significant breakthroughs in deep processing technologies, such as the directional protection technology for lactoferrin, increasing its retention rate from 10% to over 90% [4][5]. Group 3: Yili's Innovations - Yili has developed a "拆、切、递" (disassemble, cut, deliver) technology chain to meet personalized nutrition needs, achieving a high retention rate of 91.2% for core natural nutrients [5][6]. - The Yili Health Valley serves as a comprehensive ecosystem for deep processing, integrating smart manufacturing and advanced technologies to enhance production efficiency and product quality [6][7]. Group 4: Future Outlook - Yili aims to lead the transformation of the dairy industry by leveraging technological innovations and a collaborative ecosystem, positioning itself as a key player in providing personalized nutrition solutions [7][8]. - The company emphasizes that deep processing is not only a technical challenge but also a strategic necessity for ensuring control over key dairy ingredients and meeting national health needs [7][8].

Core Viewpoint - The Chinese pet market is experiencing significant growth driven by increasing pet ownership and emotional consumption, leading to a shift towards customized and functional pet food tailored to different life stages and health needs [1][2]. Group 1: Market Overview - The pet economy in China is substantial and steadily growing, with a projected growth rate of over 10% year-on-year in 2024, and further acceleration expected in 2025 due to diversified service scenarios and health management upgrades [2]. - The number of pet cats has rapidly increased, surpassing dogs, with 71.53 million cats expected by 2024, while dog numbers remain stable [4]. Group 2: Pet Food Market - Domestic pet food brands dominate the mass market, with differentiation driven by product characteristics [6]. - The pet food market is seeing a trend towards wet food and freeze-dried options, with over half of pet owners feeding their pets canned or soft-packaged wet food [20][21]. Group 3: Pet Owner Demographics - A higher proportion of pet owners are women, primarily aged 26-35, residing in high-tier cities with stable incomes [8]. - Most pet owners are married with children, and many have one pet, indicating a trend towards single-pet households [9][11]. Group 4: Pet Care and Emotional Connection - Pet owners report a strong emotional bond with their pets, rating their feelings at an average of 9 out of 10, viewing pets as family members and companions [14]. - Despite challenges in pet care, owners maintain a responsible and accommodating attitude towards their pets [16]. Group 5: Nutritional Awareness - Pet owners prioritize nutrition and health, showing a high level of recognition for scientific and staged feeding practices [18]. - The demand for functional nutritional supplements is rising, with probiotics being the most popular choice among pet owners [24][25]. Group 6: Feeding Habits by Life Stage - For puppies and kittens, owners focus on providing balanced nutrition and disease prevention, with a preference for high-quality ingredients [30][32]. - Young adult pets require a higher intake of protein and regular exercise, with owners spending more on food and supplements [38][40]. - Senior pets need special dietary considerations, with a focus on easy-to-chew, low-calorie foods that support joint health and overall well-being [46][48]. Group 7: Purchasing Behavior - Pet owners tend to purchase food from online platforms and specialty stores, with a focus on promotions and nutritional content [34][42][50]. - The purchasing frequency and spending vary by life stage, with young adult pets leading to higher expenditures compared to puppies and senior pets [44][52].

Core Insights - The article highlights the transformation of China's dairy industry from traditional manufacturing to precision intelligent manufacturing, showcasing the advancements in technology and production processes at Yili's Modern Smart Health Valley [1][7][9]. Supply and Demand Transformation - The dairy market is shifting from basic nutrition to functional precision, with consumers seeking products that offer natural and functional characteristics [7][8]. - Despite improvements in raw milk quality and standardized farming practices, the industry faces challenges in deep processing capabilities, with a low proportion of high-value products and a reliance on imports for key functional ingredients [7][8]. Technological Breakthroughs - Yili has made significant advancements in deep processing technologies, particularly in extracting lactoferrin, a valuable component known for its antibacterial and immune-regulating properties [9][10]. - The company has developed a directional protection technology for lactoferrin, increasing its retention rate from 10% to 90% in ambient pure milk, breaking previous technological monopolies [9][10]. Personalized Nutrition - Yili has established a "拆、切、递" (disassemble, cut, deliver) technology chain to meet personalized nutrition demands, allowing for the efficient extraction and delivery of core nutrients tailored to different consumer needs [10][12]. - This innovation positions milk as a "precise nutrition carrier," catering to specific health requirements for various demographics, including children, the elderly, and athletes [10][12]. Ecosystem Development - Yili's Modern Smart Health Valley serves as a comprehensive ecosystem for dairy production, emphasizing full-chain collaboration and intelligent processes to support deep processing [11][12]. - The facility is recognized as a benchmark for intelligent cheese manufacturing in China, utilizing 5G and industrial internet technologies to enhance production efficiency and product innovation [11][12]. Innovation and Collaboration - Yili has established a collaborative innovation ecosystem that integrates production, education, research, and application, leading to a significant number of patents in the dairy industry [12][13]. - The company ranks second globally in total patent applications among the top ten dairy companies, demonstrating its strong innovation capabilities [12][13]. Future Outlook - Yili aims to continue leading the dairy industry in deep processing, unlocking the natural nutritional potential of milk and promoting "precise nutrition" to meet national health needs [13].

Core Viewpoint - Yipin Nutrition Technology (Qingdao) Group Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, focusing on low-allergen dairy products and special medical formula foods, targeting sensitive consumer groups [1][2]. Company Overview - Yipin Nutrition's core products include low-allergen milk products, such as goat milk powder designed for allergic and lactose-intolerant individuals, and specialized medical formula foods commonly used in hospitals [1]. - The company has a long history, tracing back to 1956, and has evolved from a local dairy enterprise to a comprehensive nutrition technology group covering the entire industry chain [1][3]. - Yipin Nutrition has established its own farms in Heilongjiang and Shandong, and its Spanish factory produces one-quarter of the EU's goat whey powder [1][4]. Financial Performance - Yipin Nutrition's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately 1.402 billion, 1.614 billion, 1.762 billion, and 806.8 million RMB, respectively [4]. - The company's annual profits during the same period were approximately 227 million, 168 million, 172 million, and 56.688 million RMB [4]. Market Dynamics - The low-allergen dairy and special medical food sectors are experiencing significant growth, driven by rising allergy rates among infants (12.3%) and increasing demand for medical nutrition due to an aging population [2][7]. - The Chinese goat milk powder market is projected to reach a retail scale of 25 billion RMB by 2024, with a compound annual growth rate (CAGR) of 4.7% from 2020 to 2024 [6]. - The special medical food market is expected to grow even faster, reaching 23 billion RMB by 2024, with a CAGR of 23.1% during the same period [6]. Competitive Landscape - Yipin Nutrition ranks second in the domestic market for infant formula goat milk powder, with a market share of 14.0% [8]. - The company has successfully narrowed the gap with international giants like Abbott and Nestlé, achieving quality standards comparable to those in Europe [8]. Future Opportunities - New entrants in the low-allergen dairy and special medical food sectors can explore three main growth areas: functional formula powders, high-end adult nutrition powders, and cross-border market expansion [9][10]. - The demand for functional formula powders is shifting towards "precision nutrition," with products targeting specific needs such as allergy and nutritional supplementation [9]. - The adult high-end nutrition powder market is projected to reach 820 million RMB by 2024, with a growth rate exceeding 28% [9].

Core Insights - The Chinese health food industry is experiencing a structural transformation characterized by "inventory reshuffling and weakened growth," moving away from the era of broad-based growth due to regulatory upgrades and evolving consumer concepts [2][10] Industry Overview - In the first half of 2025, the online market for health food reached a sales figure of 60.41 billion yuan, with a year-on-year growth rate of 16.2%, indicating the sector's competitive intensity [2] - Major companies are facing declining revenues, with inventory turnover days increasing, signaling a challenging environment for traditional growth models [2][10] Company Performance - The vitality ranking of health food companies shows significant performance disparities, with innovative companies gaining a premium [4][5] - Key players like健合集团 reported a revenue of 7.02 billion yuan, with a 71.7% increase in revenue from emerging Asian markets, highlighting successful global strategies [5] - 仙乐健康, a leading CDMO, achieved a revenue of 2.042 billion yuan (+2.57%), with a remarkable 200% growth in private traffic contributing to its success [7] - 汤臣倍健's second-quarter net profit grew by 71.4%, indicating effective inventory management and operational efficiency [9] Market Trends - The health food sector is witnessing structural growth, with significant differentiation in performance across companies and product categories [5] - Categories such as cardiovascular health (37.4% growth), bone health (34.9% growth), and women's health (26.0% growth) are emerging as key growth drivers [10] - The shift towards new consumption channels, including live streaming and private domains, is becoming crucial for enhancing customer loyalty and combating rising public traffic costs [10][13] Future Outlook - The industry is expected to continue its trend of differentiation, with a focus on precision, technology, and globalization as core competitive strategies [10][12] - Companies are encouraged to explore overseas markets, particularly in Southeast Asia and Latin America, to leverage demographic advantages and growth potential [13] - The competition is entering a new phase centered on quality improvement, with long-term strategic focus and technological accumulation being vital for success [13]

Group 1 - The core concept of personalized nutrition is a shift from traditional one-size-fits-all approaches, focusing on individual characteristics such as genetics and lifestyle to create tailored intervention plans [2][5] - Aker BioMarine has integrated the concept of personalized nutrition into its product development and service processes, addressing the low omega-3 index in the Chinese population by recommending krill oil supplementation for those unable to consume deep-sea fish [2][3] - The company has participated in drafting industry standards for krill oil and emphasizes the importance of solid scientific research as a foundation for standard development [3][5] Group 2 - Aker BioMarine showcased its innovative product Lysoveta, which enhances the delivery of omega-3 and choline to the brain, potentially improving short-term memory and supporting cognitive health [4][6] - The company aims to contribute to the "Healthy China 2030" initiative by promoting the scientific concept of personalized nutrition and providing practical pathways for the nutrition industry [5][6] - Aker BioMarine plans to continue driving innovation through research and standardization, facilitating the practical application of personalized nutrition in health governance systems [6]

Core Insights - The 17th National Nutrition Science Conference was held in Beijing, coinciding with the 80th anniversary of the Chinese Nutrition Society, where Mengniu Group received the first prize of the Chinese Nutrition Society Science and Technology Award for its age-specific nutrition research achievements [1][13] - Mengniu and the Chinese Nutrition Society signed a ten-year strategic cooperation agreement aimed at creating an innovative hub for dairy nutrition through collaboration in research, standard upgrades, and nutrition popularization [2][4] Strategic Cooperation - The conference's theme was "Nutritional Innovation - Promoting High-Quality Development of National Health," featuring participation from various government departments and top experts in the field [2] - The strategic cooperation focuses on long-term collaboration in scientific research, result transformation, and nutrition education, establishing a model for "production, learning, research, and application" in the dairy industry [2][4] Industry Trends - The cooperation aligns with the growing national health demands and industry trends, aiming to enhance the nutritional health of the population and explore new paths for high-quality development in the dairy sector [6] - Mengniu has previously collaborated with the Chinese Nutrition Society on initiatives like the "Healthy China Nutrition+ Alliance" and established research centers focusing on elderly nutrition and health [8] Innovation and Research - Mengniu emphasizes technological advancements to meet evolving consumer needs, shifting from basic nutrition to precise dietary matching [9] - The company has made significant investments in research, achieving breakthroughs in areas such as deep processing of milk, micro-ecology, and precision nutrition [11] Recognition and Achievements - Mengniu's project on age-specific nutrition for children was awarded the highest science and technology award in the nutrition field, recognizing its continuous investment and innovative results in children's nutrition research [13][15] - The company has developed a comprehensive product matrix targeting different age groups, focusing on children's growth nutrition [15] Future Directions - Mengniu aims to enhance its role in national health by expanding its product offerings from basic dairy to high-quality and precise nutrition solutions, encapsulated in the concept of "three cups of milk" [18] - The company is committed to its mission of "every drop of nutrition, blooming every life," leveraging technology to strengthen research collaboration and promote nutritional awareness [18]