Core Viewpoint - The article highlights the rising demand for healthier cooking oils, particularly focusing on the growth of glycerol diester oils as a healthier alternative in the context of increasing health concerns among the population, especially those with high blood pressure and cholesterol levels [1][3][8]. Company Overview - "Fat Replacement Technology" is a high-tech enterprise established in August 2021, specializing in low-burden oil substitutes, with a focus on high-purity glycerol diester cooking oil that can reduce triglyceride burden by up to 95% [1][2]. - The company has recently completed a Series A financing round exceeding 100 million yuan, led by Shenzhen Capital Group, to build R&D bases and production facilities [1][2]. Market Dynamics - The edible oil industry in China is highly concentrated, with major players like Yihai Kerry (Golden Dragon Fish), Shandong Luhua, and COFCO controlling over 50% of the market share, while foreign giants dominate over 75% of the supply chain [2][3]. - The traditional oil market is primarily dominated by soybean oil, rapeseed oil, and peanut oil, but there is a growing trend towards healthier, high-end oils driven by consumer health awareness [3][4]. Product Development - The company has developed a full-chain closed loop from R&D to production and sales, with its "Qingyun" brand glycerol diester oil achieving over one million bottles sold and sales exceeding 100 million yuan, making it the top seller in its category [2][3]. - Glycerol diester oil, as a functional oil, is projected to capture a significant market share, with expectations of reaching a market size of over 15 billion yuan by 2025, growing at a compound annual growth rate of 10%-15% [3][4]. Technological Advancements - The company has made significant advancements in bio-enzymatic technology for oil health upgrades and fat replacement, which has allowed for the production of glycerol diester oil at a lower cost, making it more accessible to consumers [5][6]. - The use of domestic enzymes has reduced production costs by 70%, enabling the company to scale up production and compete with traditional oils [5][6]. Consumer Trends - The average daily cooking oil consumption in China is 80.27g, significantly exceeding the recommended amount, leading to a rise in "three highs" (hypertension, high blood sugar, high cholesterol) among the population [3][6]. - The company targets various consumer segments, offering different purity levels of glycerol diester oil at competitive prices, making it appealing to health-conscious consumers [6][7]. Industry Outlook - The industry is witnessing a shift as major oil companies begin to recognize the potential of glycerol diester oils, with over 20 companies releasing standards for this product category [6][7]. - The company aims to continue focusing on low-burden healthy oils, enhancing its technological research and product innovation while educating the market about the benefits of functional oils [7][8].