2025中国口版权物是双边 及科音南销趋势报 博观研究院 在往期报告中，我们简单整理了中国口服美容市场情况。在这个逐步扩张、有望突破250亿元的庞大市场中，我们注意到一些热门的成分、品类也随之快速 成长，渐渐展现出不凡的影响力，这其中也包含植物提取物。 作为中国历史的重要组成部分之一，植物提取物植根于数千年中医药文化，与中国人结下了不解之缘。时光拨转，现代的中国植物提取物产业正经历着从传 统经验到现代科学的深刻转型，一方面是在现代科学技术的驱动下，植物提取物行业正逐渐向深度加工演进；另一方面，相关政策法规的正逐步完善，对植 物提取物的原料、产业链、行业边界等各个方面进行厘清，通过主动建标、全程管控，促进植物提取物行业从"规模扩张"阶段迈向"质量主导"的高质量发展 阶段。 两方合力之下，中国植物提取物市场与日激增，一方面海外出口量屡创新高、各大市场出口金额逐年上涨；另一方面，国内越来越多消费者觉醒健康养生意 识，开始关注植物提取物的产品理念、使用植物提取物产品养护身体健康。 但繁荣增长的背后，我们也要看到中国植物提取物正在面临的一些问题。比如，尽管植物提取物的出口量、出口金额逐年上涨，但平均出口单价增速近几年 ...

Core Insights - The establishment of the Oral Beauty Nutrition Branch of the Beijing Nutrition Society marks a new phase of standardization and professionalism in the industry [1] - The oral beauty market in China is projected to exceed 25.57 billion yuan by 2025, with an annual compound growth rate of over 3.8% [1] - The branch aims to create a comprehensive platform that integrates scientific research, standard development, public education, and industry growth [1] Industry Trends - There is a rising trend in health awareness and the "beauty economy," leading to the increasing popularity of oral beauty as a lifestyle choice [1] - The current market shows a diversification of ingredients in oral beauty products, which complicates consumers' ability to make informed choices [1] Expert Opinions - The chairman of the Beijing Nutrition Society emphasizes the importance of merging basic research with market practices to provide scientific guidance for product development and efficacy evaluation [1] - Industry leaders call for collaboration between academia and businesses to enhance consumer understanding of oral beauty ingredients [1]

Group 1 - The establishment of the Oral Beauty Nutrition Branch by the Beijing Nutrition Society aims to create a comprehensive platform that integrates scientific research, standard development, popular science education, and industry development [1] - The Oral Beauty Nutrition Branch elected 41 committee members, with Professor Luo Yongkang from China Agricultural University serving as the chairman [1] - The market for oral beauty products in China is projected to exceed 25.57 billion yuan by 2025, with a compound annual growth rate of over 3.8%, and it is expected to become the largest oral beauty market globally by 2030 [2] Group 2 - The launch of the "Oral Beauty Nutrition Ingredients Popular Science Manual" provides a scientific guide on popular ingredients and new technologies in oral beauty nutrition [2] - The manual covers nine popular ingredients and four new oral beauty nutrition technologies, offering insights into their discovery, safety, effectiveness, applicable populations, and cutting-edge research [2] - There is a call for collaboration between industry and academia to enhance consumer understanding of oral beauty ingredients [2]

Core Viewpoint - The establishment of the Oral Beauty Nutrition Subcommittee and the release of the "Oral Beauty Nutrition Component Science Handbook" signify a growing trend in the oral beauty market, driven by increasing health awareness and the rise of the beauty economy in China [4][6]. Group 1: Establishment and Support - The Oral Beauty Nutrition Subcommittee was officially established with 41 members elected, including key positions held by prominent professors and doctors [6]. - The event was organized by the Beijing Nutrition Society, with support from various academic institutions, highlighting the collaboration between academia and industry [3][4]. Group 2: Market Potential - According to Euromonitor, the oral beauty market in China is projected to exceed 25.57 billion yuan by 2025, with a compound annual growth rate (CAGR) of over 3.8%, positioning China to become the largest oral beauty market globally by 2030 [4]. Group 3: Scientific Contributions - The "Oral Beauty Nutrition Component Science Handbook" includes nine popular ingredients and four new oral beauty nutrition technologies, providing a comprehensive guide for the public [8]. - The handbook emphasizes the importance of collagen peptides and other ingredients in enhancing skin vitality and combating aging [9]. Group 4: Product Development - The brand "Five Female Doctors" announced the launch of their self-developed collagen tripeptide ingredient "TriSignal," which will be used in all their tripeptide products by 2025 [12]. - The tripeptide ingredient is supported by patented technologies that enhance skin barrier function and promote cell vitality [12][15]. Group 5: Research and Innovation - The brand has established a research institute and a team of over 60 members, holding 53 patents and publishing 20 related papers, indicating a strong commitment to research and development [15]. - The focus on integrating scientific innovation with market needs is seen as essential for sustainable development in the industry [15].

Core Viewpoint - The establishment of the Oral Beauty Nutrition Branch of the Beijing Nutrition Society marks a new phase of standardization and professionalism in the oral beauty industry, aiming to integrate scientific research, standard construction, popular science education, and industrial development [4][6]. Group 1: Industry Development - The oral beauty market in China is projected to exceed 25.57 billion yuan by 2025, with a compound annual growth rate (CAGR) of over 3.8%, and it is expected to become the largest oral beauty market globally by 2030 [4]. - The market is witnessing a diversification of ingredients, with collagen products expected to hold a 42% market share in 2024, and oral hyaluronic acid showing the fastest growth with a year-on-year sales increase of 58% [6][4]. - New nutritional ingredients such as ergothioneine and PQQ are also showing significant growth potential, with ergothioneine expected to grow by 25% in the health food market in 2024 [6]. Group 2: Scientific Contributions - The Oral Beauty Nutrition Branch aims to provide a comprehensive platform for scientific research and market practice, offering scientific basis and normative guidance for product development and efficacy evaluation [4][6]. - The "Oral Beauty Nutrition Ingredient Popular Science Handbook" was released, featuring nine popular ingredients and four new oral beauty nutrition technologies, providing a systematic and authoritative guide for the public [9]. - Experts at the event discussed the benefits of key ingredients such as collagen peptides, EGCG, and astaxanthin, highlighting their roles in skin health and anti-aging [10][12]. Group 3: Organizational Structure - The first committee of the Oral Beauty Nutrition Branch consists of 41 members, with Professor Luo Yongkang elected as the chairman and several other experts appointed as vice-chairmen and secretary [6][4]. - The branch will collaborate with regulatory bodies, medical institutions, research institutes, and enterprises to establish a long-term cooperative mechanism to promote the development of the oral beauty nutrition industry [6].

Investment Rating - The report indicates a positive investment outlook for the Chinese oral beauty market, projecting a market size exceeding 25 billion yuan by 2025, despite a slowdown in growth rate compared to previous years [2][12]. Core Insights - The Chinese oral beauty market is experiencing a transformation from "marketing-driven" to "science-driven," influenced by policy, technology, and consumer demand, with second and third-tier cities and younger demographics identified as future growth engines [3][22]. - The market is characterized by high concentration, with major brands entering the space, and a significant increase in online sales channels, particularly through platforms like Douyin [8][24]. - The demand for anti-aging and whitening products continues to grow, establishing these as the two core segments within the oral beauty market [26][31]. Summary by Sections 1. Market & Industry Trends - China has become the second-largest consumer market for oral beauty products in East Asia, following Japan, with a market share of 30.7% in the Asia-Pacific region [12]. - The market is projected to grow, with a forecast of over 25 billion yuan by 2025, despite a slight decrease in growth rate [12][15]. - The industry is witnessing a surge in brand entries, with both domestic and international brands targeting the Chinese market [15][22]. 2. Consumer Analysis - The primary consumer demographic for oral beauty products on Douyin is women aged 31-40, with younger consumers (18-23) showing heightened interest [41][45]. - The interest in oral beauty topics is particularly strong in new first-tier, second-tier, and third-tier cities, with users most active on weekends [47][50]. 3. Product & Efficacy Trends - The report identifies a shift towards functional foods and traditional supplements, with a notable lack of products passing health food certifications [55][58]. - Popular efficacy ingredients include plant extracts, collagen, probiotics, and B vitamins, with a growing consumer preference for products that emphasize scientific validation of ingredients [72][83]. - The market is seeing a rise in innovative product forms, such as snack-like formats, driven by younger consumers seeking convenience [62][66].

Investment Rating - The investment rating for the social services industry is optimistic (maintained) [1] Core Insights - The report highlights the emergence of "spiritual sanctuaries" by trendy brands aimed at healing young people, with a focus on the scent economy and the rising trend of oral beauty products [1] - The domestic travel sector shows steady growth during the Dragon Boat Festival, with a significant increase in family and theme park visits [14][16] - The global trendy brand market has surpassed 1 trillion, with China's trendy clothing market expected to exceed 250 billion by 2025 [36][39] - The oral beauty market in China is projected to exceed 240 billion by 2024, with a compound annual growth rate of 3.8% from 2022 to 2025 [5][19] Summary by Sections 1. Travel and Tourism - Domestic travel during the Dragon Boat Festival saw approximately 444 million cross-regional movements, a year-on-year increase of 8.5% [14] - The travel and tourism sector is benefiting from policies like free or discounted entry to attractions, leading to significant increases in visitor numbers in provinces like Sichuan and Hunan [16] - Shaanxi Tourism has submitted an IPO application, showcasing strong profitability in its core performance arts business [18][21] 2. Trendy Brands - The global trendy brand apparel market reached 195.5 billion USD in 2023, with expectations to grow to 251.4 billion USD by 2030 [36][39] - The Chinese trendy clothing market is projected to exceed 220 billion RMB in 2024, with a growth rate of 13.64% [37][42] - Brands like Pop Mart are expanding their reach into the trendy brand sector, particularly targeting male consumers [40] 3. Tea and Beverage - Bawang Chaji reported a GMV of 82.3 billion RMB in Q1 2025, with a net income of 33.9 billion RMB, reflecting a growth of over 35% [44][46] - The company plans to open 1,000 new stores in mainland China in 2025, accelerating its overseas expansion [45] 4. Beauty and Wellness - The oral beauty market in China is expected to surpass 240 billion RMB by 2024, with key ingredients like collagen and ergothioneine leading the trend [5][19] - The scent economy is growing, with the fragrance market in China projected to reach around 300 billion RMB by 2027, reflecting a compound annual growth rate of approximately 38% [5][19] - Major beauty brands are increasingly entering the oral beauty segment, indicating a shift from niche to mainstream consumption [53]

Investment Rating - The investment rating for the social services industry is optimistic (maintained) [1] Core Insights - The report highlights the emergence of "spiritual sanctuaries" by trendy brands aimed at healing young people, with a focus on the scent economy and the rising trend of oral beauty products [1] - The domestic travel sector shows steady growth during the Dragon Boat Festival, with a significant increase in family and theme park visits [14][16] - The global trendy brand market has surpassed 1 trillion, with China's trendy clothing market expected to exceed 250 billion by 2025 [36][39] - The oral beauty market in China is projected to exceed 240 billion by 2024, with a compound annual growth rate of 3.8% from 2022 to 2025 [5][19] Summary by Sections 1. Travel and Tourism - Domestic travel during the Dragon Boat Festival saw approximately 444 million people traveling, a year-on-year increase of 8.5% [14] - The travel segment is bolstered by family-oriented activities, with theme parks experiencing a notable increase in visitor numbers [16] - Shaanxi Tourism has submitted an IPO application, showcasing strong profitability in its core performance arts business [18][21] 2. Trendy Brands - The global trendy brand apparel market reached 195.5 billion USD in 2023, with expectations to grow to 251.4 billion USD by 2030 [36][39] - The Chinese trendy apparel market is projected to exceed 250 billion RMB by 2025, with a year-on-year growth of 13.64% [37][42] - Brands like Pop Mart are expanding their reach into the trendy brand sector, particularly targeting male consumers [40] 3. Tea and Beverage - Bawang Chaji reported a GMV of 82.3 billion RMB in Q1 2025, with a net income of 33.9 billion RMB, reflecting a growth of over 35% [44][46] - The company plans to open 1,000 new stores in mainland China in 2025, accelerating its overseas expansion [45] 4. Beauty and Wellness - The oral beauty market is gaining traction, with a projected market size of over 240 billion RMB by 2024 [5][19] - The scent economy is also on the rise, with the fragrance market in China expected to grow from 50 billion RMB in 2018 to around 300 billion RMB by 2027 [5][19] - Major beauty brands are increasingly entering the oral beauty segment, indicating a shift from niche to mainstream consumption [53]

Core Insights - The Chinese oral beauty market is expected to exceed 25 billion yuan by 2025, driven by health consumption trends and a shift from external to internal beauty solutions [1][10][20] - The market is characterized by intense competition between international brands and local companies, with a focus on innovation and traditional Chinese medicine [2][10] Market Landscape - China has become the second-largest oral beauty consumption market in East Asia, accounting for nearly one-third of the Asia-Pacific region [2][10] - Despite a slowdown in growth, the projected market size of 25 billion yuan indicates significant potential [2][10] - The industry is experiencing a "dual-drive" model, with international brands localizing their strategies and domestic companies leveraging traditional medicine [2][10] Consumer Insights - The primary consumer group is women aged 31-40, but younger consumers aged 18-23 show a higher interest in oral beauty products [3][10] - The rise of "punk health" among Gen Z consumers emphasizes the desire for scientifically validated ingredients and enjoyable consumption experiences [3][10] - Emerging markets in second- and third-tier cities are driving changes in product strategies, with a notable increase in repurchase rates for "food-medicine homology" products [3][10] Product Evolution - The industry is transitioning from marketing-driven to science-driven approaches, with three main product categories emerging: "blue hat" health foods, functional foods, and traditional supplements [4][10] - Innovative product forms like gummy candies and jelly bars have seen a 217% year-on-year growth, appealing to younger consumers' preferences [4][10] - A focus on effective ingredients and enjoyable consumption experiences is reshaping product offerings [4][10] Ingredient Competition - Plant extracts and collagen account for 60% of the market share, with local brands innovating using traditional Chinese medicine [5][10] - Probiotics have emerged as a significant trend, with a sales growth rate of 89%, aligning with consumer interests in holistic health [5][10] - B vitamins have captured a 32% market share in the anti-hair loss segment, showcasing the effectiveness of combined formulations [5][10] Future Outlook - Regulatory policies are becoming stricter, pushing companies to enhance their formulations and marketing strategies [6][10] - Future competition will focus on penetrating second- and third-tier cities, developing products for specific consumer needs, and innovating product forms [6][10] - The intersection of traditional health wisdom and modern biotechnology is expected to drive the evolution of the oral beauty market in China [6][10]

Market Overview and Application Distribution - The Chinese collagen peptide drink market covers multiple application areas, with health supplements and others accounting for the highest share at 32.5%, indicating widespread consumer recognition of its health benefits [1][6] - Skin rejuvenation applications follow at 22.0%, and medical dressings at 16.6%, reflecting the market's significant presence in beauty and medical fields [1][6] - Other areas such as functional skincare products (10.5%) and biomedical materials (4.9%) also hold certain market shares, showcasing a diversified application landscape [1] Competitive Landscape and Leading Brand Performance - The market is characterized by a duopoly between leading brands, with汤臣倍健 and 五个女博士 holding market shares of 14.8% and 14.3% respectively, indicating a high market concentration [1][34] - International brands like 玛丽安娜 (4.8%) and 斯维诗 (3.5%) also have notable market shares, while local brands such as HEESSU (10.6%) and 谷珍福 (8.1%) are gradually emerging through differentiated positioning [1][34] - Overall, the top brands collectively account for approximately 65.2% of the market, leaving 34.8% for other competitors [1][34] Sales Channels and Emerging Platform Performance - The sales channels for collagen peptide drinks exhibit a coexistence of traditional and emerging platforms, with comprehensive e-commerce platforms (Tmall, JD, Pinduoduo) remaining the primary channels [1][22] - Social e-commerce platforms, particularly 抖音, have shown rapid growth, capturing 60% of the market share in 2023, establishing itself as a core player among emerging channels [1][22] - Offline channels such as supermarkets/convenience stores and specialty stores/beauty salons still play significant roles, while professional exhibitions, cross-industry collaborations, and direct sales/micro-businesses supplement market coverage [1][22] Consumer and Product Characteristics Analysis - The consumer demographic is predominantly female, focusing on beauty and health management needs, with a wide age range from young adults to the elderly [2] - The product format is primarily portable beverages with diverse flavors (e.g., fruit, grape) and emphasizes ingredient innovation (e.g., added vitamins, minerals, plant extracts) [2] - Market research indicates that live streaming is the primary marketing method, accounting for 80.57%, followed by influencer collaborations (58.60%) and brand self-operated accounts (27.27%) [2] Production Model and Industry Research Methods - The report mentions that the production model for collagen peptide products involves raw material procurement, process research and development, and quality control, although specific details are not elaborated [3] - Various research models are employed in the industry analysis, including SWOT analysis, PEST analysis, brand five-dimensional positioning, 3C strategic triangle, and AARRR growth model, providing a multi-dimensional analysis of industry development logic [3] Summary - The Chinese collagen peptide drink market continues to grow under the trend of health consumption upgrades, with leading brands consolidating their market positions through multi-channel marketing and product innovation [1][6] - Emerging platforms like 抖音 are becoming growth engines, and as consumer demand for functional foods deepens, the market is expected to further develop towards specialization and segmentation, with ingredient innovation and precise marketing remaining key competitive factors [1][6]