Investment Rating - The report indicates a strong growth potential for the bird's nest peptide industry, with a projected market expansion from 2.17 billion CNY in 2022 to 16 billion CNY by 2029, reflecting a compound annual growth rate (CAGR) of 35.47% [8][9]. Core Insights - The bird's nest peptide industry is characterized by high biological activity and absorption, driven by technological innovations and a focus on modern biotechnology to enhance product efficacy [5][6]. - The market is evolving from research exploration to industrialization, with significant growth observed since 2018, particularly in product forms and applications [7]. - Demand is primarily driven by high-income consumers seeking precise nutrition and health benefits, with brands employing multi-channel strategies to enhance market penetration [11]. Market Background - Bird's nest peptides are derived from edible bird's nests through hydrolysis, resulting in small molecular peptides with high bioactivity [5]. - The industry has transitioned from academic research to commercialization, with key technological advancements facilitating this shift [7]. Market Status - The market size is expected to grow significantly, with a CAGR of 28.62% from 2022 to 2024, and an anticipated acceleration to 35.47% from 2025 to 2029 [8][9]. - Supply is characterized by high technical barriers and concentration among leading brands, with significant reliance on patented processes for production [10]. - Demand is robust, driven by middle to high-income consumers, with brands leveraging both online and offline channels for effective market reach [11]. Market Competition - The competitive landscape is defined by leading companies like Zheng Dian Yan Wo and Yan Zhi Wu, which have established significant barriers through raw material control and proprietary technologies [13]. - The competition has evolved from product-based to a comprehensive evaluation of supply chain control, technological innovation, and multi-scenario applications [13]. - The report highlights ten recommended brands, each with unique strengths in product quality, technological innovation, and market positioning [14][15][16]. Development Trends - The industry is moving towards technological, functional, and standardized advancements, with a focus on cross-industry integration [17]. - Companies are increasingly investing in research to validate health benefits scientifically, shifting from concept marketing to evidence-based claims [17]. - The report emphasizes the importance of comprehensive capabilities in research, technology barriers, and innovative applications for future market leadership [17].