"橘帝堂"完成千万级天使轮融资 36氪获悉，近日，广东省橘帝堂健康管理股份有限公司宣布完成1000万元天使轮融资。本轮融资将 主要用于深化互联网医院平台建设、拓展健康产品供应链及推动"橘帝堂"品牌连锁门店的规模化发 展。 橘帝堂成立于2024年11月，是一家专注于健康食品供应链的企业，主要从事药品、保健品及健康食 品的研发、管理、生产、销售等业务。 出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 编辑 | 兰杰 头图 | IC photo Busy Money 纯粒NFC鲜榨玉米汁所属企业完成A轮融资 据IT桔子消息，近日，以功能性玉米饮品研发为导向的玉米科技有限公司宣布完成A轮融资，将进一 步推动鲜榨玉米汁产品的技术创新与市场拓展。作为主打健康概念的饮品，纯粒NFC玉米汁以"非浓 缩还原"工艺为亮点，保留玉米天然风味与营养成分，契合当下消费者对健康饮食的需求趋势。 "枫蓝咖啡"获得5000万融资 近日，成都枫蓝时代餐饮管理有限公司旗下品牌"枫蓝咖啡"完成A轮5000万融资。此次融资投资方未 透露，获投资金将重点用于三个方向：一是深化供应链建设，与全球优质产区建立更紧密的直采合 ...

Core Insights - The "Wanqi Chengyang" new commercial development alliance was established to promote cross-regional cooperation in commercial services and brand growth from regional to national levels [1][3] - The alliance includes six economically strong districts and aims to enhance resource sharing and collaboration among major commercial entities [3][5] - Reports on consumer trends and ESG (Environmental, Social, and Governance) practices were released, highlighting the evolving landscape of consumer expectations and corporate responsibility [6][11] Group 1: Alliance and Events - The "Wanqi Chengyang" alliance was initiated by six districts, with the first rotating leadership held by the Zhencheng District of Foshan [3] - The alliance has organized four major exchange events and established a resource database that includes 11 major commercial circles and 48 leading brands [3][5] - The second rotating leadership will be held by the Yuzhong District of Chongqing, focusing on attracting investment and providing comprehensive services to businesses [5] Group 2: Consumer Trends and Market Insights - The 2025 Guangdong Commercial ESG report indicates that nearly 60% of companies have established ESG leadership at the board level, with 40% incorporating ESG performance into management compensation [11][12] - Consumer behavior is shifting towards a focus on quality-price ratio, with an emphasis on emotional value driving consumption growth [12][14] - The 2025 High-Quality Consumption Brand TOP100 report shows that over 200 brands are distributed across more than 20 provinces, with significant growth in the beauty and outdoor sectors [14][15] Group 3: Company Performance - The top 100 Guangdong chain enterprises reported a total sales of 537.6 billion yuan, a slight decline of 1.1% year-on-year, while the number of stores increased by 7.1% [15][17] - Meiyijia topped the list with a sales figure of 55.9 billion yuan and 37,900 stores, leading the Guangdong chain industry [17]

Core Insights - The article discusses how certain industries are thriving despite the prevailing narrative of economic hardship, highlighting eight sectors that present significant business opportunities in a low-desire society [3][4]. Group 1: Key Industries - The second-hand economy is booming, with companies like Dabaiku in Japan and Hongbulin in China seeing substantial revenue growth as consumers turn to second-hand luxury goods [8][6]. - The pet economy is flourishing, with brands like Inaba and Guobao experiencing strong stock performance, as consumers prioritize spending on pet products over traditional family expenses [9][10]. - The adult care market, exemplified by Unicharm's success in Japan, is projected to grow significantly in China, driven by an aging population [14][16]. - Health food and beverage sectors are expanding, with brands like Dongfang Shuye and Jianchun capitalizing on the rising health consciousness among consumers [19][20]. - The beauty economy remains robust, with products like collagen supplements and home beauty devices achieving high sales, indicating a persistent demand for beauty solutions [23]. - Outdoor and leisure products are gaining traction, with brands like Snow Peak and Kailas seeing increased sales as consumers seek outdoor experiences [25]. - The emotional economy is on the rise, with brands like Labubu and Rio catering to consumers' desires for comfort and enjoyment [27][28]. - The convenience economy is thriving, with frozen food brands and smart home appliances addressing the needs of younger generations who prioritize time-saving solutions [32][33]. Group 2: Market Trends - The article emphasizes that even in a low-desire period, there are significant opportunities for companies that can identify and invest in counter-cyclical sectors [36]. - The upcoming seminar aims to provide insights into the methodologies of successful consumer giants in Japan and China, focusing on efficiency, demand reconstruction, and capital strategies [37].

Investment Rating - The report maintains an "Outperform" rating for the company [2] Core Insights - The company achieved a revenue of 650 million yuan in H1 2025, representing a year-on-year increase of 22%, with a net profit of 171 million yuan, up 43% year-on-year [7] - The official launch of allulose marks a significant milestone, with expectations for increased sales in 2025 due to its unique properties and regulatory approvals in multiple countries [7] - The successful transformation towards high-end dietary fiber products is expected to enhance profitability, driven by the production of resistant dextrin [7] - Ongoing construction of a facility in Thailand aims to capitalize on the synthetic biology trend, further upgrading the company's product offerings [7] - The company is projected to achieve net profits of 365 million, 473 million, and 593 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 0.87, 1.13, and 1.41 yuan per share [7] Financial Data and Profit Forecast - Total revenue is forecasted to reach 1,716 million yuan in 2025, with a year-on-year growth rate of 49% [6] - The gross profit margin is expected to be 34% in 2025, with a return on equity (ROE) of 17.9% [6] - The company’s earnings per share (EPS) is projected to be 0.87 yuan in 2025, with a price-to-earnings (PE) ratio of 26 [6]

7月11日，"产研融合加速 赋能肠道健康"中加益生元产研融合战略合作发布会上在北京举行，微生态健康食品开创品牌"轻又清"获得加拿大主板上市公司 BioNeutra（TSX.V:BGA）与惠买集团战略投资，估值数千万。 此次产研融合战略合作由"轻又清"发起，BioNeutra、惠买集团及青岛农业大学共同推动，助力中国益生元产业进入国际化产学研创新发展新阶段。北京协 和医院营养科主任马方、中科院微生物所研究员朱宝利、加拿大主板上市公司BioNeutra总裁朱建华、惠买集团董事长杜瑞勇、"轻又清"品牌创始人陈晓 强、青岛农业大学菊粉专项课题组代表秦洋、深创投北京公司总经理刘纲、和伙人平台董事长邱朝敏等重量级嘉宾出席此次发布会并致辞。 肠道健康问题已经成为不可忽视的隐患 随着社会经济的快速发展，老百姓的生活水平不断提高，大鱼大肉已成为餐桌上的家常便饭，而随之带来的高脂肪、膳食纤维长期摄入不足等营养不均衡问 题引发肠道健康问题，已经成为不可忽视的隐患。北京协和医院营养科主任马方表示，"菊粉是一种天然膳食纤维，也是一种优质益生元，是肠道益生菌的 营养素。经常补充益生元对肠道功能的恢复、肠道状态的稳定非常有帮助，我们在多年 ...

夏天一到，大家是不是又把 "体型管理" 提上日程了？和《轻体研究所》特邀嘉宾孙悦一起， 参与新华网 "国民百日轻体计划"。和轻体好搭子养固健一起让减重更轻松。 孙悦坦言，她的体重曾经接近130斤，遗传的三高也来添乱。减重的时候很怕影响健康，饿也 饿了，跑也跑了，效果就是不理想，这可怎么办呢？ 别急，她找到了新中式减重的"窍门"——"平衡"：体重不能只看秤上的数字，想要瘦得健 康、长久，讲究的是找到生活和身体的平衡。 中医告诉孙悦：很多⼈胖是因为脾胃虚弱。怎么判断呢？看舌头。如果舌头边有齿痕、 舌 苔 又黄又腻，可能是脾虚湿热； 舌 头中部的 舌 苔白白厚厚的大多 是脾胃虚寒、痰湿重。 从中医的角度，脾主运化、代谢，与肥胖的关系格外密切。如果身体总 "闹脾气"，不光容易 难受，也要小心肉肉趁机蹭蹭长。 都说"爱人如养花"，其实先要养好的花是自己。用更适合国人的减重思路，培养健康的习惯，由内而外 地塑造体型。 孙悦还提醒大家注意，就算掌握了这些小秘诀，也不能过分放纵饮食和生活习惯。它更像是减重路上的 小帮手，帮助我们从被动抑制饮食变成主动选择健康饮食，养成好习惯，自然而然"调"出好身材。 在不同的时节，还可以根据 ...

Core Insights - The Xinjiang Uyghur Autonomous Region's Natural Resources Department and the Xi'an Geological Survey Center have completed a comprehensive soil geochemical survey in southern Xinjiang, covering nearly 210,000 square kilometers over nine years, identifying 54 elements and indicators in the soil [1][2] - A significant finding is the discovery of a "selenium belt" stretching nearly 1,000 kilometers along the southern Tianshan Mountains, with 4.9 million acres of selenium-rich land, including 1.13 million acres of selenium-rich farmland, accounting for 27% of the arable land in southern Xinjiang [1][2] Group 1 - The soil geochemical survey focused on oasis areas, collecting 24,000 data points on nutrient elements, heavy metals, and health-related elements, resulting in the most systematic and spatially precise soil geochemical mapping data for southern Xinjiang to date [1] - The survey identified that 10% of the certified selenium-rich land in China is located in five areas of southern Xinjiang, totaling nearly 300,000 acres [1] - In addition to selenium, the survey found that calcium and magnesium-rich lands cover 99.3% and 91.8% of the oasis area, respectively, while molybdenum-rich land accounts for 20.2%, primarily in the Aksu-Kuerle region [1] Group 2 - Based on over 2,000 samples of plants and animals, the survey identified 22 types of selenium-rich products, including three grain crops (wheat, rice, corn), seven fruits and vegetables (fresh chili, fresh tomato), three livestock products (eggs, chicken, beef), and two spices (garlic, cumin) [2] - The survey data covers 97% of the arable land in southern Xinjiang, with all farmland classified as alkaline soil, of which 33.4% is strongly alkaline; 99.8% of the soil is classified as priority protection clean soil [2] - The soil nutrient evaluation indicates that the total phosphorus and potassium content is primarily moderate to rich, with 908,100 acres of high-quality farmland and 2,102,700 acres of suitable soil for green food production identified, mainly in the Yarkand Basin, Kuqa Basin, along the Aksu River, and western Kashgar [2]

Group 1 - The core viewpoint of the articles highlights the acceleration of health consumption policies and the resulting opportunities for the health industry, as evidenced by the construction of pocket parks, greenways, and fitness facilities across the country [1] - The promotion of health consumption is expected to attract more enterprises into the health market, driving market growth, innovation in business models, and optimization of consumption structure [1] - The rising trend of health-conscious eating is reflected in the significant increase in searches for "light meal restaurants" and "fitness membership cards" on platforms like Meituan, indicating a shift in consumer preferences towards healthier food options [1][2] Group 2 - The demand for functional beverages and health products is increasing, with categories like infant nutrition and fish oil seeing high sales during shopping events, suggesting a growing market for effective nutritional products [2] - The integration of sports and tourism is being promoted, with various events and activities attracting tourists, indicating a trend towards health-oriented tourism experiences [2][3] - The sports tourism market in China is projected to grow at a compound annual growth rate of 13.3% from 2025 to 2030, reflecting the increasing importance of health awareness in tourism [3] Group 3 - The health consumption market is characterized by rapid growth, innovative business models, and an optimized consumption structure, driven by heightened health awareness among consumers [4] - The market is attracting more enterprises, with a notable increase in the registration of health-related companies and outdoor sports enterprises in recent years [4] - Financial support systems are evolving to enhance health consumption, with initiatives aimed at promoting digital, green, and health-related consumption [4]

www.leadleo.com 白皮书 2025/05 报告标签：保健食品、功能性食品、营养健康 2025年5月 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性 文件（在报告中另行标明出处者除外）。 ，任何人不得以任何方式擅自 复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院 "或"头豹"的商号、商标，头豹研究院无任何前述名称之外的其他分支机构，也未授权或聘用其他任何 第三方代表头豹研究院开展商业活动。 行业概览 | 2025/05 中国营养健康行业 摘要 营养健康食品分为保健食品及功能性食品，保健 食品主要为人体补充膳食营养，不可用于治疗疾 病，监管较严格，功能性食品饮料常按普通食品 管理，进入门槛减低，产品形态多样化。中国营 养健康食品行业历经前期野蛮生长后逐步走向规 范高速发展，电商推动海外产品进入中国市场， 健康概念年轻化驱动功能性食品迅速发展 行业政策法规完善经历了从法规确立、标准化建 设到功能宣称精细化的过程，为行业健康发展奠 ...

Core Viewpoint - The credit rating report for Xianle Health Technology Co., Ltd. indicates a stable credit rating of AA- with a focus on the company's strong production capabilities and market position in the nutritional health food sector [3][6][11]. Company Overview - Xianle Health specializes in B-end business as a significant contract manufacturer of nutritional health foods, with a diverse product line including soft capsules, gummies, beverages, tablets, powders, and hard capsules [3][17]. - The company has established seven production bases and five R&D centers across China, Europe, and the United States, enhancing its manufacturing and research capabilities [5][17]. Financial Performance - In 2024, the company achieved total revenue of 42.11 billion yuan, representing a year-on-year growth of 17.56%, with a gross profit margin of 31.46% [5][22]. - Key financial metrics include total assets of 56.14 billion yuan and total liabilities of 16.19 billion yuan as of 2024 [3][22]. Market Position and Growth - The global nutritional health food market is projected to grow, with the Chinese market expected to reach 260.2 billion yuan in 2024, reflecting a compound annual growth rate of 6.3% from 2019 to 2024 [11][12]. - The company has seen a significant increase in overseas revenue, which accounted for 60.56% of total revenue by the end of 2024, driven by sales growth in the Americas [22]. Product and R&D Capabilities - The company has over 6,000 mature nutritional health food formulations and has received multiple health food registration certificates, indicating strong product development capabilities [17][16]. - R&D expenses increased by 13.98% in 2024, showcasing the company's commitment to innovation and product development [16]. Debt and Financial Stability - The company's debt structure is considered reasonable, with a strong ability to generate cash flow from operations, and a good EBITDA interest coverage ratio [6][22]. - The company issued 10.25 billion yuan in convertible bonds to fund expansion projects, with a portion of the funds redirected to supplement working capital [8][9]. Industry Environment - The nutritional health food industry is supported by government policies promoting health management and the "Healthy China" initiative, which is expected to drive market growth [12][11]. - New consumption trends, including online and cross-border sales channels, are emerging, with a notable increase in the online penetration rate of nutritional health products [13][14].