（企业公告） (编辑：王璨 林辰)关键字： 饮料 均瑶健康 谈及公司2026年饮料业务的增量主要来源，均瑶健康称，饮料业务增量与味动力品牌新品保持协同联 动，后续公司将重点深化拓展全国连锁 KA 渠道，凭借"均瑶味动力"品牌的认知度、健康饮品赛道的消 费趋势，以及产品在前期渠道积累的口碑基础，快速打开消费市场；同时通过借助主流渠道资源与公司 产品联动优势，有效承接自有工厂的产能释放，争取在此合作模式下保障饮料板块收入及盈利水平。 针对去年公司整体益生菌B端客户信息变化，均瑶健康谈到，2025年均瑶润盈客户主要集中在欧洲和美 国，客户类型主要是药企和保健品。部分海外客户通过参加国际展会进一步转化，目前海外客户数量保 持增长趋势。作为国内益生菌发酵领域先发企业，均瑶润盈对技术匹配度充满信心，后续将聚焦自身能 力提升，稳步扩大国际合作客户。 1月5日，均瑶健康发布投资者关系活动记录表。当中披露，关于"公司与头部渠道合作哪些产品，此类 合作对公司产品布局的影响？"，均瑶健康表示，公司近期在饮品领域的重要合作亮点是与头部渠道展 开联动，2025年四季度上新了4款SKU，包括 J26 活菌青梅水、茉莉冰椰茶、两款椰子水等 ...

Report Industry Investment Rating - Not provided in the content Core Viewpoints of the Report - The oat industry is in a high - growth stage, with China's oat market growing significantly from 2018 - 2023 and expected to continue growing from 2024 - 2028. Policy support, technological innovation, and increasing consumer health awareness are driving factors for market expansion. The adoption of probiotic fermentation technology may change the market competition landscape [9][31][34] Summary by Directory Market Background - Oatmeal can be divided into traditional, instant, quick - cooking, and steamed glutinous types according to processing methods and convenience of consumption. The oatmeal market has gone through a germination, startup, and high - growth stage, with continuous innovation in processing technology [4][6][7] - Oatmeal is a processed grain food rich in nutrients, and its production and sales are regulated by relevant national standards [5] Market Status - **Market Size**: From 2018 to 2023, the market size of the oatmeal industry in China increased from 4885 million yuan to 11398 million yuan, with a CAGR of 18.46%. It is expected to grow from 12898 million yuan to 15719 million yuan from 2024 to 2028, with a CAGR of 5.07% [9] - **Market Supply**: Driven by policy, technology, and demand, China's oat planting area and production are increasing. In 2024, the oat harvest area is expected to reach 405.0 thousand hectares, and China ranks among the top five globally [10] - **Market Demand**: The per - capita consumption of oats in China is approaching 1kg, with oatmeal accounting for 37.5% of oat product consumption. 94.6% of consumers are aged 18 - 55, and 61.7% of consumers prefer to eat oatmeal for breakfast [10][11] Market Competition - **Market Evaluation Dimensions**: The selection of top ten representative brands follows a multi - dimensional quantitative evaluation model, including product strength and innovation, supply chain control and cost efficiency, and brand influence and channel penetration [12] - **Market Competition Pattern**: The bone health probiotic industry has three echelons, but this seems not directly related to the oatmeal market competition described in other parts [17] - **Top Ten Brand Recommendations**: Brands such as Quaker, Westland, and others are recommended, each with unique product features, such as Quaker's functional oatmeal and Westland's organic full - industry chain products [19][20] Development Trends - **Policy - Driven Market Expansion**: China's grain production can meet the demand for dietary fiber, but residents' intake is insufficient. Oatmeal, as a popular healthy food, is expected to expand the market under policy support [31][33] - **New Competition Dimension**: Probiotic fermentation technology can improve the nutritional value and protein absorption rate of oats. If it is widely adopted in domestic production lines, whether oatmeal is "friendly to people intolerant to cereal protein" will become a new market competition dimension [34]