Core Insights - The rise of the "silver economy" has created a blue ocean market for health technology companies, with a focus on anti-aging and silver tourism industries as highlighted in the "Consumption Promotion Special Action Plan" [1] - Perfect (China) Co., Ltd. launched its new product, the Perfect Time Preservation Solid Beverage, emphasizing "cell health" as a core target in anti-aging [3][12] - The anti-aging industry is presented as a significant opportunity, catering to the health and longevity desires of both the elderly and younger demographics [5] Company Developments - Perfect Company has a history of 31 years, evolving from aloe vera products to a comprehensive health cycle approach, and aims to leverage technology for health solutions across all age groups [7] - The CEO of Perfect Company detailed the company's journey from popular products to a broader health technology industry, emphasizing the importance of brand strength and product innovation [10] - The company has established a complete evaluation system for health products, focusing on core technologies like seabuckthorn protein peptides and rare ginsenosides, with multiple patents in anti-aging technology [10][19] Product Features - The Perfect Time Preservation Solid Beverage utilizes advanced technology and a unique formula combining eight core ingredients to enhance cellular vitality [13] - The product aims to provide comprehensive solutions rather than just surface-level skincare, addressing cellular health through a four-pronged approach [13] Industry Challenges - The health industry faces challenges such as the prevalence of pseudoscientific concepts, high technical barriers, and consumer awareness issues [19] - The need for scientific integrity and innovation is emphasized as essential for the industry's upgrade and consumer trust [19] Future Outlook - Perfect Company aims to continue its commitment to health and beauty services, aligning with the "Healthy China" strategy and enhancing public health initiatives [16] - The company plans to maintain its innovative spirit and introduce more quality products to benefit the public [33]

Group 1: Industry Overview - The anti-aging industry is becoming a key focus in life and health research, driven by the acceleration of aging and increased health awareness, showcasing significant growth potential and market prospects [1] - The anti-aging industry has been included in the silver economy policy support framework by the State Council, emphasizing the need for research on skin aging mechanisms, human aging models, and hair health [4] Group 2: Company Initiatives - Perfect Company is committed to the "Health China 2023-2025 Plan" and aims to enhance health management precision through innovative practices, bridging the gap between laboratory research and production [6] - The company has been focusing on scientific research and innovation in the anti-aging field, achieving a series of research results over the years [7] Group 3: Product Development - Perfect Company unveiled a new product, the Perfect Time Preservation Solid Beverage, which utilizes advanced patented technology to enhance cellular vitality and activate mitochondrial function [11] - The company emphasizes product safety, ensuring that all ingredients are food-grade and undergo rigorous testing [11] Group 4: Industry Standards and Collaboration - Perfect Company actively participates in the formulation of industry standards, collaborating with various organizations to establish guidelines for weight management and aging markers [18][20] - The company aims to inject new momentum into the health industry by addressing the growing consumer demand for effective, safe, and convenient anti-aging products [16]

• 麦角硫因价格构成中，品牌端到消费端利润最高，毛利率可达 70%- 90%。掌握高纯度原料并降低成本是核心竞争力。企业通过提高纯度降低 成本，使终端价格更具竞争力。 • 生物合成技术降低麦角硫因价格，两条链纯度定价约 8,500-9,500 元/公 斤，四条链 10 万元以上。华睿和景山生物口碑较好，毛利率至少 50%。 发酵规模扩大后，蛋白类产品成本将显著下降。 保健品代工行业是否存在技术壁垒？ 麦角硫因产业链解构专家电话会 20250518 摘要 • 国内麦角硫因生产受限，依赖跨境电商，但假货问题突出。品牌方、原料 方和渠道方需联合行动，提高消费者认知，确保产品功效，并引导消费者 通过专业渠道购买，以应对市场乱象。 • 保健品代工行业存在技术壁垒，头部代工厂如仙乐和百合通过包埋技术和 调香提升产品价值。行业内企业对法规持观望态度，头部企业通过升级产 品规格和联合推广提高消费者认知。 • 麦角硫因产品毛利率高，集中在生产端，高纯度是核心竞争力。景山生物 等公司纯度达 99.99%，影响代工厂利润空间。化学合成可能引入重金属， 质检和工艺质检至关重要。 • 抗衰市场热度增加，麦角硫因作为天然抗氧化剂，直接作 ...

广告片一经发布就在各大平台快速传播，这不仅是因为75岁董事长赤膊上阵带来的视觉冲击，还因为这是医药圈第一个企业家IP。业界关心，流量带货逻辑 在医药圈能走通吗？刘革新个人IP能否撬动产品快速变现，并带领科伦旗下的大健康公司走向成功？ 健硕的胸肌、紧实的背部线条、清晰可见的腹肌……科伦药业（002422.SZ）董事长刘革新近日在广告片中大秀身材，这位75岁的企业家，在用自己的身体 为抗衰产品代言，开启第四次创业征程。 企业家要做个人IP，多少得有些人格光环。除了泰森般的躯体，刘革新还有一副不错的歌喉，他喜欢男声独唱，其独唱《星》《在路上》的视频这两天也见 诸科伦旗下各平台。刘革新还是一名学霸，他告诉经济观察报，他的高考作文差一分满分。他在商界纵横捭阖，目前拥有三家上市公司——科伦药业、科伦 博泰（06990.HK）、川宁生物（301301.SZ），因为最早创立的科伦药业稳坐大输液领域的头把交椅，刘革新在医药行业有"输液大王"之称。 不过，相比于汽车圈的马斯克、雷军，快消圈的于东来，送外卖的刘强东……医药圈大佬刘革新的人格化特点还不突出，人设不够清晰，目前营销团队放出 的物料仍缺乏娱乐化、场景化的表达，难以突破医 ...

近日，科伦药业（002422.SZ）董事长刘革新因一则广告火出圈。据科伦永年大健康账号所发布的旗下麦角硫因胶囊广告，公司董事长刘革新在广告中展 示其健硕的肌肉，广告词为"刘先生75岁——'没有不可能！'麦角硫因，生命长青。科伦永年，与您相伴"。 刘革新是科伦药业董事长，重庆医科大学优秀校友，研究生学历，高级工程师。2024年，刘革新从科伦药业获得的税前报酬总额为560万元。 5月14日，刘革新通过公开信正式回应，宣布将抗衰老赛道作为继大输液、抗生素、创新药之后的"第四次创业"，称其目标是"共建抗衰老事业的生态平 台"。 公司方面如何回应网络上的评价？上述产品的品类及功效如何，是否为"智商税"？5月15日，科伦药业证券部方面对此回应南都医药记者，"关于刘革新董 事长出镜展示的75岁健硕形象，我们郑重说明，视频内容完全真实，未经过任何 PS 修饰。董事长以其真实状态，向公众传递积极健康的生活理念。" 据其介绍，"董事长已连续三年服用麦角硫因胶囊，在此期间还保持着每日健身与读书的习惯。他的健硕肌肉线条和良好的精神状态，是长期坚持健康生 活方式与服用麦角硫因胶囊等综合因素作用的结果。" 刘革新的"第四次创业" 投入抗 ...

Core Viewpoint - The recent advertisement for Ergothioneine capsules by Kelun Pharmaceutical has sparked attention, particularly due to the endorsement by the company's chairman, Liu Gexin, highlighting the scientific value and industrial prospects of Ergothioneine [1] Summary by Sections What is Ergothioneine and Why is it Called the "Longevity Vitamin"? - Ergothioneine (EGT) is a natural sulfur-containing amino acid derivative first isolated from ergot fungus in 1909, found in high concentrations in vital organs such as the liver, kidneys, and brain [2] - International studies have shown that Ergothioneine has significant antioxidant and cell-protective properties, with notable recognition from Nobel Prize nominee Bruce Ames, who referred to it as the "longevity vitamin" in a prominent publication [2] Mechanism of Action - Mitochondria, the "energy factories" of cells, generate energy (ATP) but also produce reactive oxygen species (ROS) as byproducts, which can accumulate and damage cellular components when mitochondrial efficiency declines due to aging or inflammation [4] - Ergothioneine is unique among known antioxidants and mitochondrial protectants as it can penetrate cell membranes and enter mitochondria, facilitated by its exclusive transport protein, OCTN1, allowing it to exert powerful antioxidant effects [6] Industrial Chain Overview - The production of Ergothioneine involves three main stages: raw material supply, biomanufacturing, and downstream applications [9] - Raw materials are primarily sourced from fungi and mushrooms through fermentation [9] - The mainstream production method is biomanufacturing via genetic engineering and high-efficiency fermentation, followed by extraction and purification [10] - In cosmetics, Ergothioneine is valued for its anti-aging, whitening, anti-inflammatory, and reparative properties, while in food and beverages, it is recognized for its anti-aging and cognitive enhancement effects, approved as a food ingredient in several countries [10] Key Companies in the Ergothioneine Industry - Huaxi Biological is a pioneer in the Ergothioneine sector, producing high-purity raw materials and setting industry standards, with a comprehensive product range from dietary supplements to medical applications [11] - Furuida has launched a new brand "Baifu" to expand its product line in high-end raw materials, including Ergothioneine [12] - Shouxiangu has developed advanced techniques to enhance the content and bioavailability of Ergothioneine in its products [12] - Other companies like Jiabiyou, Kelun Pharmaceutical, and Huadong Pharmaceutical are also actively involved in the production and application of Ergothioneine, contributing to the growth of the anti-aging product market [13][14] Conclusion - As scientific research progresses and regulations improve, Ergothioneine is transitioning from a niche ingredient to a broader market presence, expected to play a significant role in the anti-aging and functional food sectors [14]

Core Viewpoint - The chairman of Kelun Pharmaceutical, Liu Gexin, has gained attention through a promotional video for the company's ergothioneine capsules, showcasing his fitness at the age of 75, which has sparked discussions about the product's efficacy and authenticity [2][4][10]. Company Response - Kelun Pharmaceutical confirmed that the video featuring Liu Gexin is authentic and not digitally altered, emphasizing the chairman's commitment to a healthy lifestyle and the product's role in promoting health [4][6]. - The company stated that Liu has been taking ergothioneine capsules for three consecutive years while maintaining a fitness and reading routine, attributing his physical condition to a combination of lifestyle choices and the supplement [6][8]. Business Strategy - Liu Gexin announced a new venture into the anti-aging sector, marking it as his "fourth entrepreneurial journey" after previous successes in intravenous solutions, antibiotics, and innovative drugs [6][8]. - The company aims to establish an ecological platform for anti-aging, focusing on ergothioneine as a key product while expanding into other active anti-aging molecules and health supplements over the next three to five years [8][9]. Product Details - The ergothioneine capsules are priced at 1499 yuan for 60 capsules, marketed as a dietary supplement with claims of superior antioxidant effects compared to traditional ingredients [11][16]. - The product is produced in collaboration with a century-old Japanese pharmaceutical company, ensuring high-quality standards and global sales rights outside Japan [15][16]. Market Context - The anti-aging market in China is rapidly growing, with the silver economy projected to reach 12.3 trillion yuan by 2028, highlighting the potential for companies like Kelun to capitalize on this trend [18]. - Kelun Pharmaceutical is recognized as a leading player in the domestic pharmaceutical industry, with a comprehensive product range and a strong market position [17]. Research and Development - The company is actively conducting research on ergothioneine, with positive preliminary results from animal studies and user feedback indicating benefits such as improved sleep and increased energy [18][19]. - Kelun plans to collaborate with medical institutions for clinical trials to further validate the efficacy of its anti-aging products [18].

5月8日，科伦药业（002422.SZ）董事长刘革新以一则"赤膊上阵"代言产品的视频冲上热搜。5月14日， 刘革新通过公开信正式回应，宣布将抗衰老赛道作为继大输液、抗生素、创新药之后的"第四次创业"， 称其目标是"共建抗衰老事业的生态平台"。 政策层面看，我国积极应对人口老龄化国家战略深入推进，"健康中国2030"规划纲要明确将"提高人民 健康水平"作为核心。业内人士指出，这一政策导向为大健康产业注入强劲动力，抗衰老领域成为政策 红利的直接受益者。 为此，科伦药业在2024年11月投资设立科伦永年，负责麦角硫因等大健康产品的销售。 健身与产品的协同效应 公开资料显示，刘革新代言的产品"麦角硫因"于2022年11月1日首次出现在科伦药业的公告中。根据公 司公告，该产品由上海川宁药物研究院独立研发，工艺包成熟后，交付给科伦药业子公司川宁生物实现 商业化。 来源：科伦集团微信视频号 银发经济崛起叠加政策红利 当前，随着大众健康需求的不断增长和银发经济规模的不断扩大，抗衰老研究已成为国际生物医学领域 的前沿热点。国家统计局数据显示，截至2024年末，我国60岁及以上人口达到3.1亿人，首次突破3亿 人。老龄化加剧叠加 ...

Core Viewpoint - The video featuring Liu Gexin, the controlling shareholder of Sichuan Kelun Pharmaceutical Co., Ltd., promoting the company's product, Ergothioneine capsules, has garnered significant attention, especially as the company faces a notable decline in profits due to the impact of centralized procurement on its infusion business [2][3]. Group 1: Company Performance - In the first quarter of this year, Kelun Pharmaceutical experienced a rare decline in both revenue and net profit, with net profit dropping over 43% year-on-year [2][11]. - The company reported a revenue of 4.39 billion yuan, a year-on-year decrease of 29.42%, and a net profit of 584 million yuan, reflecting a decline of 43.07% [11]. - Analysts attribute the decline to a high base from the previous year and the adverse effects of centralized procurement on the infusion business [11]. Group 2: Product Promotion and Market Strategy - Liu Gexin, aged 75, actively promotes the Ergothioneine capsules, showcasing his fitness and personal use of the product, which has gained over 5,100 likes on social media [3][4]. - The Ergothioneine capsules are priced at 1,499 yuan for a bottle of 60 capsules and are marketed as a cutting-edge anti-aging ingredient with superior antioxidant properties [5][6][8]. - The product is currently sold through a mini-program and is expected to expand to platforms like JD Overseas and Tmall International by late May or June [9]. Group 3: Market Potential and Industry Trends - The anti-aging market in China reached 64.6 billion yuan in 2020 and exceeded 80 billion yuan in 2021, with a growth rate of approximately 20% [12]. - Sales of Ergothioneine oral beauty products surged by 60 times on a specific e-commerce platform in the first half of 2024 [12]. - The market for health products containing Ergothioneine is rapidly growing, with numerous brands already incorporating it into their offerings [13]. Group 4: Regulatory Challenges - Currently, there are no registered or filed health products containing Ergothioneine in China, which poses a challenge for Kelun Pharmaceutical in marketing the product as a health supplement [10]. - Without proper registration or filing, the product cannot claim health benefits, as per China's Food Safety Law [10].

近日，科伦药业董事长刘革新出现在一个保健品广告视频中。广告中，刘革新以"75岁刘先生"的"赤 膊"形象出现，并称："没有什么不可能。" 七旬董事长"赤膊上阵"亲自带货，也折射出传统药企在新形势下面临的挑战。 据悉，刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具 有抗衰功能。不过，有业内人士表示："这种物质的实际功效以及应用的边界仍然需要进一步验证。" 上个月，科伦药业财报显示，2025年一季度，公司实现营业收入43.9亿元，同比下降近30%；净利 润5.84亿元，同比下滑超过43%；2022年至2024年，科伦药业销售费已连续三年下滑，输液业务受 集采影响是收入下降的重要原因。此外，川宁生物的原料药/中间体价格有所波动。 在今年5月6日的业绩会上，面对投资者关于公司是否将重点转向保健品的提问，刘革新明确回 应："科伦已决定挺进大健康赛道。" 2025.05. 12 本文字数：885，阅读时长大约2分钟 作者 | 第一财经 钱童心 有"输液大王"之称的刘革新自2003年起，就开始疯狂收购，6年内并购了13家输液企业，2010年又 收购了浙江国镜药业。自2004年以来，科伦药 ...