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方正证券:关注保健品新消费中的头部代工及细分垂类品牌 推荐仙乐健康等
Zhi Tong Cai Jing· 2025-05-21 01:30
Core Viewpoint - The current Chinese nutrition and health food market is undergoing significant transformation, with new consumption trends creating opportunities for growth, particularly for leading B-end enterprises [1] New Channels - Four core growth directions identified: interest e-commerce and grass-planting communities, online cross-border sales, private domain e-commerce, and new retail offline. a) Douyin-driven interest e-commerce and Xiaohongshu-based grass-planting communities are thriving, with Douyin's health product sales expected to grow by 52.5% year-on-year in 2024; b) Online cross-border health products are experiencing explosive growth, with Douyin's global purchase GMV projected to increase by 204% year-on-year in 2024; c) Private domain e-commerce is characterized by high average order value and strong repurchase rates, expected to develop rapidly; d) Offline new retail supermarkets are in the process of expanding, with significant growth anticipated in health product sales [2] New Trends - The diversification of efficacy and the emergence of snack-like dosage forms are raising demands on supply-side R&D capabilities. The "self-care economy" is flourishing, leading consumers to have more specific and personalized efficacy expectations; emerging dosage forms like gummies and beverages offer palatability and convenience, fostering daily consumption habits [3] All-Age Groups - The consumer base for health products is becoming increasingly age-diverse. Young consumers are emerging as a new force in health product consumption due to the popularization of health and wellness concepts and work-related stress. Initially dominated by the "her economy," focusing on oral beauty, weight management, and women's health, the market is now seeing active participation from the "his economy," with manufacturers focusing on liver protection and fatigue resistance [4] Advantages of Leading B-End Enterprises - As new consumer brands in the nutrition and health food industry rise, C-end sales are expected to grow at a mid-to-high single-digit CAGR. The market for dietary supplements in China is projected to reach 232.34 billion yuan in 2024, with a year-on-year growth of 3.7%. Despite a slowdown due to a high base in 2023 and significant declines in pharmacy channels, the long-term growth trend remains intact. The per capita consumption of nutrition and health products in China is significantly lower than in mature markets like the US, Japan, and Australia, indicating potential for growth. The "Healthy China" strategy, stable economic development, and the expansion of the consumer base across all age groups are expected to drive continued growth in the C-end market. Enterprises with stronger R&D capabilities and scale advantages are likely to capture higher market shares, with the B-end market further concentrating towards leading players [5]
华脊道“青少年脊柱健康普惠筛查行动启动会”圆满成功:公益赋能行业,共筑健康未来
Jin Tou Wang· 2025-05-20 08:56
Core Insights - The launch of the "National Youth Spine Health Screening Initiative" marks a significant milestone in the field of youth posture health, emphasizing the theme "In the Name of Love, Protecting the Next Generation" [1] Group 1: Long-term Commitment - The founder of Huajidao, Liu Xiao, articulated the dual significance of the "Ten-Year Commitment," focusing on developing a nationwide youth posture health service network and enhancing partner growth through resource support and emotional connections [3] - The initiative responds to the alarming statistics of over 15% scoliosis incidence and 60% abnormal posture among middle school students in China, aiming to establish a comprehensive public welfare system for prevention, intervention, and rehabilitation [3] Group 2: Health Screening Ecosystem - Huajidao announced the establishment of a "Youth Spine Health Training Base" and a dedicated "Youth Spine Health Fund," allocating no less than 1% of annual revenue for upgrading screening equipment, technology development, and talent training [5] - The company launched its self-developed "Youth Spine Health Big Data System," utilizing AI for posture assessment and dynamic data management to ensure precise screening solutions [7] Group 3: Future Outlook - Huajidao outlined a phased development strategy over the next ten years, focusing on profit model optimization and technology development in the first three years, national market expansion in the next four to seven years, and deepening social value in the final three years [9] - The initiative aims to establish Huajidao as a benchmark for "public welfare enterprises" while ensuring that every child can maintain a healthy spine and every partner can realize their value [10]
合力推进“健康中国”建设 共促营养健康科学普及
Zhong Guo Jing Ji Wang· 2025-05-19 06:37
Group 1 - The Chinese tea industry has reached an economic scale of 1.1 trillion yuan, involving over 30 million tea farmers and more than 3 billion consumers, highlighting its role in promoting a healthy lifestyle [1] - The industry is expected to contribute to the "Healthy China" initiative by integrating more technological wisdom and promoting high-quality economic and social development [1] - Various national policies related to nutrition and health have been introduced, emphasizing the importance of nutrition in improving the quality of life and upgrading industries [1] Group 2 - The "Nutrition Translator" program, launched in 2020, has aired 120 episodes and achieved over 1 billion views, focusing on public nutritional health needs [2] - The nutrition and health industry is experiencing new development opportunities and challenges, necessitating collective efforts from society to safeguard public health [2] - Discussions on balanced eating and health management emphasize the need for diverse food intake, regular exercise, and informed dietary choices [2] Group 3 - The pet nutrition industry is witnessing trends in technological innovation and standardization, as highlighted by experts in the field [3] - The "Nutrition Translator" serves as a vital platform for disseminating nutritional knowledge and supporting the healthy development of the food industry [3]
“村”字头“贵”字号“铁”杆情 贵州“村超”农文体旅的跨界融合的新实践
Huan Qiu Wang· 2025-05-18 13:30
Core Insights - The launch event for the "Spiky Happiness Supercharged" and "Guizhou Village Super × Three Squirrels" co-branded prickly pear beverages took place in Rongjiang County, Guizhou, focusing on cross-industry collaboration and integration to promote Guizhou's agricultural brands nationwide, showcasing diverse practices in rural revitalization [1][3] Product Launch - Five prickly pear beverages were introduced, including electrolyte drinks, fruit juices, and drinks infused with goji berries, highlighting the use of Guizhou prickly pears and Anshun golden prickly pears as primary ingredients [3] - The products utilize fresh fruit cold-pressing and instant high-temperature sterilization technology to preserve the natural vitamin C content of prickly pears, emphasizing the full industry chain advantages of "Guizhou raw materials, Guizhou production, Guizhou brands" [3] Market Strategy - The co-branded products aim to leverage over 1,000 distribution channels of Three Squirrels, targeting the summer tourism and heat-relief markets, with an expected additional sales revenue of over 100 million yuan for Guizhou prickly pear products [3] - The three golden prickly pear beverages are provided by Guizhou Debao Agricultural Technology Co., which focuses on high-quality products and brand collaboration under the guidance of local agricultural authorities [3] Cultural Integration - The event featured a blend of sports, cultural performances, and innovative food offerings, linking prickly pear beverages to health and wellness, thereby injecting cultural vitality into rural industries [5] - Guizhou Qianting Supply Chain Management Co., Ltd. has facilitated the entry of over 160 "Guizhou" agricultural products into seven national railway bureaus, achieving cumulative sales of 230 million yuan, with the new products expected to enhance the brand influence of Guizhou prickly pears [5] Agricultural Branding - Guizhou has incubated 186 regional public brands for agricultural products, published a directory of 90 strong brands, and supported 439 enterprises in obtaining geographical indication trademarks, contributing to the development of high-quality agricultural brands [5]
可孚医疗(301087) - 2025年5月15日-5月16日投资者关系活动记录表
2025-05-17 06:28
Group 1: Company Performance - The company achieved a revenue of 2.983 billion CNY in 2024, representing a year-on-year growth of 4.53% [7] - The net profit attributable to shareholders was 312 million CNY, with a year-on-year increase of 22.60% [7] - The net profit excluding non-recurring gains and losses was 275 million CNY, showing a growth of 36.74% [7] - The net cash flow from operating activities reached 663 million CNY, up by 68.45% [7] Group 2: Market and Product Development - The company has established three research institutes focusing on medical electronics, biomedicine, and respiratory support, enhancing its R&D capabilities [2] - The self-developed ventilator has received high consumer recognition, with plans to launch a new generation of products [3] - The hearing aid segment reported a revenue of 273 million CNY in 2024, a growth of 37.86%, despite a loss of 43.25 million CNY due to new store performance [4] Group 3: Strategic Initiatives - The company aims for high-quality, sustainable development through diversified marketing strategies during promotional events [5] - Future dividend policies will focus on stable returns to shareholders while ensuring sustainable company growth [6] - The company is leveraging the "Healthy China" strategy and the aging population trend to drive demand for home medical devices [8] Group 4: Industry Outlook - The medical device industry is expected to grow due to increased health awareness and technological advancements [9] - Companies with strong R&D and operational capabilities are likely to maintain competitiveness, while those with product homogeneity face challenges [9] - The company plans to enhance its core product innovation and expand its international market presence [9]
嘉事堂24年度业务基本盘保持稳定 将以创新为驱动力、积极拓展健康服务新边界
Quan Jing Wang· 2025-05-15 12:41
"嘉事堂(002462)以建设"国内一流医药流通和医疗健康特色综合服务商"为长期战略目标,以服务人 民群众医药医疗需求为主责,以医药及医疗器械流通与康养产品服务为主业,在服务国家战略中认真履 行央企职责。养老方面,目前在医养结合上有一定的探索和实践。" 5月15日下午,嘉事堂(002462.SZ)2024年度网上业绩说明会成功在全景路演举行。问及未来发展战略 以及在银发经济的布局,嘉事堂董事长徐曦如此强调道。 嘉事堂是中国光大集团旗下大健康产业的重要平台,自1997年创立以来,始终以"健康快乐陪伴美好生 活"为愿景,深耕医药流通与医疗健康服务领域,致力于成为国内领先的医药商业综合服务商。2018年 进入光大体系后,公司依托集团资源协同优势,积极融入国家"健康中国"战略,持续强化在医药产业链 中的枢纽作用。 谈及配送新质生产力情况,黄奕斌称,公司切实贯彻落实国家关于低空空域管理改革决策部署,积极探 索利用无人机在急救、公共卫生应急事件时医药物资配送保障实践,以突破地面交通瓶颈,实现实时快 速响应。 交流会中,嘉事堂总裁黄奕斌表示,2024年,公司凭借行业积累,在医疗新基建、国产替代背景下,积 极拓展业务。公司与 ...
中国药膳研究会:中医药膳在“治未病”养生实践中展现出独特价值
Ren Min Wang· 2025-05-15 09:02
人民网北京5月15日电 (记者郝帅)今日,国家中医药管理局召开健康中国中医药健康促进主题发 布会之"饮食中的中医养生"专题发布会。 会上,当记者问道,药膳在中医养生中如何体现治未病的理念? 中国药膳研究会会长蒋健表示,中医药膳是在中医药理论指导下,将不同中药与食物进行合理组方 配伍,采用中国独特的饮食烹调技术或现代食品加工技术制作而成的具有独特色、香、味、形、效的特 色膳食。中医药膳源于"食药两用","蕴医于食,寓养于膳",既将药物作为食物,又将食物赋以药用, 药借食力,食助药威,二者相辅相成,相得益彰,既可御病强身,又可协同医疗,成为大众养生保健、 主动健康的有效方法。 近年来,随着"健康中国"战略不断推进,城乡居民正由"吃得饱、吃得好"向吃得"更安全、更合 理、更健康"迈进,人们期待食物摄入更加精准、健康状态进一步改善。中医药膳已成为人们日常生活 中的一部分,在"治未病"养生实践中展现出独特价值。 对此,蒋健表示,其一,药膳在"未病先防"中可以根据个人的体质和季节变化,调整饮食结构,养 护身体正气,实现阴阳平衡、气血调和,提高机体抗病能力,筑牢健康防线;其二,药膳在"既病防 变"中发挥作用,当人体已经出现 ...
哈三联(002900) - 002900哈三联投资者关系管理信息20250514
2025-05-14 11:44
证券代码: 002900 证券简称:哈三联 哈尔滨三联药业股份有限公司 投资者关系活动记录表 编号:2025-001 | 投资者关系活 | □特定对象调研 □ 分析师会议 | | □ 现场参观 | | --- | --- | --- | --- | | 动类别 | □ 媒体采访 | √ 业绩说明会 | □ 其他 | | | □ 新闻发布会 | □ 路演活动 | | | 参与单位名称 | 关于参加黑龙江辖区上市公司 年投资者网上集体接待日活动暨业 | 2025 | | | 及人员姓名 | 绩说明会,投资者网上提问。 | | | | 时间 | 2025 年 5 月 14 日(周三)下午 14:00~16:30 | | | | 地点 | 全景网"投资者关系互动平台"(https://ir.p5w.net) | | | | 公司接待人员 | 1、董事、副总裁兼董事会秘书梁延飞先生 | | | | 姓名 | 2、财务总监赵志成先生 | | | | | 1、公司医美产业发展如何?有没有特色优势产品? | | | | | 尊敬的投资者您好:公司大健康板块目前包括化妆品、医用敷料、 | | | | | "好好"系列纳米乳化饮 ...
当中医豫见AI,鹰瞳科技赋能南阳市社区居民慢病防控
Xin Lang Zheng Quan· 2025-05-14 02:23
Group 1 - The event "AI + New Traditional Chinese Medicine Technology Free Health Training and Chronic Disease Risk Screening" aims to enhance community residents' health awareness and self-care abilities [1] - The initiative is a collaboration between Dongguan Community and Zhongjing Second Community Health Service Center, focusing on early detection and intervention of severe health risks such as myocardial infarction and cerebral infarction [1][5] - Since the launch on April 19, a total of 389 residents have participated in the screening, with health risk reports sent to participants' mobile phones in real-time [5] Group 2 - Medical experts conducted engaging health knowledge lectures covering disease prevention, dietary recommendations, and exercise methods, emphasizing the importance of lifestyle habits [3] - The community offers various screening projects, including non-invasive AI retinal imaging for detecting risks of heart and brain diseases, diabetes, and dementia, as well as specialized checks for high-risk groups [3] - The community leader stated the commitment to continue such activities to enhance chronic disease prevention awareness and contribute to building a healthy community [5]
广州引入粪便基因检测 具体实践健康中国“广州模式”
Zhong Guo Fa Zhan Wang· 2025-05-13 14:06
Core Viewpoint - The launch of the colorectal cancer gene screening project in Guangzhou represents a significant innovation in cancer prevention and control, emphasizing early screening and diagnosis through advanced technology and community engagement [1][2][3]. Group 1: Project Overview - The colorectal cancer gene screening project is jointly organized by the Guangzhou Health Commission and Huangpu District Health Bureau, focusing on high-precision screening and innovative mobilization models [1]. - The project aims to provide a comprehensive management approach from prevention to diagnosis and treatment, ensuring zero payment for residents [1][2]. - The introduction of fecal gene testing technology positions Guangzhou at the forefront of national colorectal cancer screening efforts [1][2]. Group 2: Implementation and Impact - Since the launch of the colorectal cancer prevention project in 2015, Guangzhou has conducted 817,100 initial screenings, identifying 129,100 high-risk individuals with an early diagnosis rate of 90.65% and a cancer early-stage diagnosis rate of 41.28% [3]. - The project integrates community health services and specialized hospitals to facilitate early screening and follow-up care, enhancing the overall effectiveness of cancer prevention [3][4]. Group 3: Community Engagement and Education - The project includes various community activities, such as health consultations and educational performances, to raise awareness about cancer prevention and promote early screening [2][5]. - The use of the "Changtian" WeChat mini-program for risk assessment has increased participation among younger residents, indicating a shift in engagement strategies [6]. Group 4: Future Directions and Innovations - The project is exploring new screening models, including family member screenings and regional early screening centers, to address challenges in community mobilization and participation [5][6]. - The establishment of a comprehensive service system for screening, diagnosis, and treatment aims to ensure quality and efficiency in cancer care [7].