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银发浪潮下的健康追求:“长寿编码”与理性抗衰之路
Jiang Nan Shi Bao· 2025-06-24 07:34
Core Viewpoint - The aging population is driving a significant demand for health and longevity products, leading to a burgeoning health consumption market, with various supplements claiming to reverse aging emerging in the market [1] Group 1: Product Overview - "Longevity Code" is a dietary supplement designed for nutritional support, combining modern nutrition science and anti-aging research, featuring a core formula that includes high-quality proteins, B vitamins, healthy fats, minerals, taurine, and lutein [1] - The product has been guided by renowned British nutrition expert Patrick Holford and has passed third-party testing and certification [1] Group 2: Pricing Clarification - There have been false claims circulating online suggesting that "Longevity Code" products cost between 30,000 to 50,000 RMB, which the brand has categorically denied as baseless rumors [2] - The brand maintains a transparent pricing strategy, with a stable retail price of under 500 RMB per box, and has never offered any high-priced packages [2] Group 3: Consumer Awareness - The brand emphasizes the importance of rational and scientific approaches to health, particularly for older consumers, urging them to be cautious and informed [3] - It warns against unrealistic claims made by some supplements that promise rapid and significant anti-aging effects, highlighting that dietary supplements are meant to provide specific nutritional support rather than act as a "magic pill" [4] Group 4: Market Integrity - The health supplement market is rife with scams targeting the health anxieties of the elderly, and consumers are advised to purchase products only from legitimate channels with proper certifications [5] - The brand encourages consumers to verify product qualifications and to be wary of non-official sales channels to protect their health and finances [5] Group 5: Commitment to Integrity - The brand emphasizes its commitment to integrity and consumer rights, choosing to defend its reputation through factual evidence and legal means [6] - It calls for collective efforts from the industry and consumers to ensure that health consumption is guided by science and rationality, aiming to provide high-quality nutritional support [6]
国盛证券:保健品细分赛道亮眼 建议关注优选代工、优质品牌商
智通财经网· 2025-06-24 07:15
Core Insights - The total online sales of nutritional health products during the 618 shopping festival reached 14.3 billion yuan, representing a year-on-year growth of 55% [1] - Instant retail channels, such as Meituan, saw order volumes increase by over 200% year-on-year, indicating a strong performance in the health consumption wave [1] Sales Overview - The nutritional health sales during the 618 period (May 13 - June 18, 2025) amounted to 14.3 billion yuan, up from 9.2 billion yuan in 2024, marking a growth of approximately 55% [1] - Instant retail channels have successfully entered the market, with Meituan's self-operated pharmacy showing significant growth in orders for health supplements [1] Category Performance - Traditional categories like children's nutrition, special medical foods, fish oil, and glucosamine are performing steadily, while anti-aging and liver protection products are experiencing rapid growth [2] - The demand for basic nutritional products is expected to benefit from aging demographics and increased penetration rates, while anti-aging and liver protection segments are emerging as high-growth areas [2] Brand Dynamics - Tmall and JD.com remain the leading platforms, with top brands including Swisse and汤臣倍健 maintaining their positions [3] - New brands are emerging by focusing on cost-effectiveness and niche markets, with notable performances from brands like 诺特兰德 and 五个女博士 on Douyin [3] - Consumer awareness regarding product quality, including raw materials and purity, is increasing, leading to a shift in brand preferences [3]
保健品618点评:健康消费风起,细分赛道亮眼
GOLDEN SUN SECURITIES· 2025-06-24 02:41
Investment Rating - The investment rating for the industry is "Increase" for key stocks such as Xianle Health and Tongrentang [6]. Core Insights - The health consumption trend is rising, with the nutrition and health product category maintaining rapid growth. The total sales for nutrition and health products during the 618 shopping festival in 2025 are projected to reach 14.3 billion yuan, a 55% increase from 9.2 billion yuan in 2024 [1]. - Emerging channels like instant retail are performing well, with Meituan reporting over a 200% year-on-year increase in orders for health supplements [1]. - Traditional categories are expanding steadily, with high-growth segments like anti-aging and liver protection showing significant sales growth [2]. - Leading brands such as Swisse and Tongrentang maintain their positions, while new brands are emerging with competitive pricing and niche market strategies [3]. Summary by Sections Industry Overview - The nutrition and health product sector is experiencing robust growth, driven by health-conscious consumer behavior and the rise of e-commerce and new retail channels [1]. Product Categories - Key categories with strong sales during the 618 festival include infant nutrition products, special medical foods, and fish oil. Anti-aging products are among the fastest-growing segments [2]. Brand Analysis - The top brands on platforms like Tmall and JD remain consistent, with Swisse and Tongrentang leading. New entrants are gaining traction by focusing on quality and cost-effectiveness [3]. Investment Recommendations - The report suggests focusing on companies with clear competitive advantages in the contract manufacturing segment, such as Xianle Health and Baihe Shares, and high-quality brand operators like H&H International Holdings and Tongrentang [4].
保健品直播带货乱象:茶包宣称可改善瘫痪,有人虚构药效获刑
Nan Fang Du Shi Bao· 2025-06-21 13:00
Core Viewpoint - The rapid development of live e-commerce has led to the promotion of ordinary food products as "health miracle drugs," with hosts using carefully crafted scripts to induce viewers to make purchases [1][6][18] Group 1: Misleading Product Claims - Many products, such as a tea claimed to be from Beijing Tongrentang, are marketed with exaggerated health benefits like "lowering blood pressure" and "improving stroke paralysis," despite containing spelling errors on their packaging [1][10] - A product marketed as γ-aminobutyric acid collagen peptide drink is promoted with claims of containing "4 major amino acids + 13 nutrients" and having growth-enhancing effects, while its actual standard is that of a beverage, not a health supplement [6][7] - The promotion of products like "shark cartilage calcium tablets" and "glucosamine chondroitin" as traditional medicinal materials is misleading, as they are merely pressed candy [1][12] Group 2: Regulatory Challenges - Despite ongoing improvements in management measures for live e-commerce, many continue to blur the lines in the "three products and one device" (medicines, medical devices, health foods, and special medical purpose formula foods) sector, making it difficult for consumers to identify exaggerated claims [2][19] - Regulatory authorities face challenges in taking action against misleading claims due to a lack of medical knowledge, which hampers their ability to intervene effectively [2][19] Group 3: Legal Consequences - A case in Anhui Province involved a company that falsely marketed a health product, resulting in a sales amount exceeding 30 million yuan, leading to significant prison sentences for the perpetrators [13][16] - The market supervision department reported a significant increase in complaints related to live e-commerce, with 402,000 complaints received in 2024, marking a 19.3% year-on-year increase [12] Group 4: Industry Insights - Analysts highlight that the most significant issues in the live e-commerce sector include false advertising, the strong concealment of misleading claims, and the lack of substantial penalties for violations, which fails to deter those attempting to exploit loopholes [18][19] - Recommendations for industry governance include requiring that only qualified professionals and institutions engage in live e-commerce for health-related products, with strict penalties for violations [19]
直播间低价“完美芦荟胶”竟是假货?背后黑幕大起底
Xin Jing Bao· 2025-06-20 02:35
Core Viewpoint - The market for Perfect Aloe Vera Gel has seen a rise in counterfeit products, posing risks to consumer safety and disrupting market order [1][2]. Group 1: Market Situation - Perfect Aloe Vera Gel has become a staple in many households due to its strong reputation and increasing market share [1]. - The rise in brand influence has attracted counterfeiters, leading to a proliferation of fake products in the market [1]. Group 2: Legal Issues and Actions - A recent case in Shanghai revealed a counterfeit operation involving over 2.5 million yuan, with suspects knowingly selling fake Aloe Vera Gel at a low price of 1.5 yuan per unit [2]. - The police identified a production site in Zhejiang and seized over 30,000 counterfeit Aloe Vera Gel products, leading to the detention of five suspects [2]. - Non-official live streaming platforms have also been implicated in selling counterfeit products under the guise of promotions, misleading consumers [4]. Group 3: Company Response - Perfect Company has maintained a "zero tolerance" policy towards counterfeit products, actively collaborating with law enforcement to uphold market integrity [8]. - The company has established a dual-track system for legal action, combining criminal prosecution and civil litigation to combat counterfeiting effectively [8][9]. - Over the years, the company has dismantled numerous counterfeit operations and initiated over a thousand civil lawsuits [8]. Group 4: Consumer Guidance - Consumers are advised to purchase Perfect Aloe Vera Gel through official channels to ensure product authenticity and proper after-sales service [12]. - A detailed guide on how to identify genuine products has been provided, including steps to check packaging and security features [12][15].
LR13祛脂化因子与消费者签订“效果契约”,90天逆转脂肪肝
Jiang Nan Shi Bao· 2025-06-19 09:37
Core Insights - The prevalence of fatty liver disease among adults in China has reached 40%, driven by unhealthy lifestyles such as high-fat diets and sedentary behavior [2][6] - LAIFE has introduced a product, LIVEREJUVER, claiming to reverse fatty liver in 90 days, backed by a money-back guarantee, which has garnered significant consumer interest [2][6] - The product's development leverages an AI platform, RevOrgan, which accelerates the discovery of effective components for liver health management [5][9] Industry Overview - The fatty liver disease market is expanding due to the increasing incidence of the condition, particularly among younger populations [2][6] - Traditional liver health products often focus on symptom relief rather than measurable intervention effects, creating a gap in the market for more effective solutions [2][6] Product Innovation - LAIFE's LR13 formula employs a dual-channel mechanism to address fatty liver: a probiotic matrix that intercepts dietary fats and an amino acid matrix that enhances liver detoxification [6][9] - Clinical trials have shown that the LR13 formula can reduce triglyceride levels by an average of 28.7% within 90 days, demonstrating quantifiable health benefits [5][9] Consumer Trends - There is a shift in consumer expectations from vague health claims to scientifically validated results, prompting companies to adopt data-driven approaches in product development [9] - LAIFE's commitment to a "90-day no-questions-asked refund" policy reflects a growing trend towards transparency and accountability in health product marketing [9]
理疗仪“包治50多种疾病” 普通蜂胶“抗肿瘤” 这些都是违法的
Mei Ri Shang Bao· 2025-06-16 22:16
Core Viewpoint - The article highlights the increasing trend of consumer fraud targeting the elderly, characterized by professional and systematic tactics employed by illegal businesses to manipulate and deceive older consumers [1][2]. Group 1: Fraudulent Practices - Illegal businesses are using high-priced health devices and "bee glue" health products to mislead elderly consumers through false advertising [1]. - The fraudulent tactics include creating a facade of legitimate operations by renting formal storefronts and attracting potential customers through community promotions and "health seminars" [1][2]. - The two identified cases exhibit a complete industrial chain of "front-end experience attraction - mid-end brainwashing marketing - back-end high-priced sales" [1]. Group 2: Regulatory Measures - The West Lake District Market Supervision Bureau is actively exploring and improving regulatory measures to protect elderly consumers, including conducting thorough inspections and special actions like "Protecting the Elderly and Cleaning the Source" [2][3]. - The bureau is simplifying evidence recognition processes for complaints related to elderly consumer fraud to ensure timely and efficient law enforcement responses [3]. - There is a call for family members to pay more attention to their elderly relatives' consumption patterns to help them avoid falling into "emotional marketing" traps [3].
国泰海通 · 晨报0617|金工、美护
Group 1: Market Overview - A-shares have been in a rebound trend since mid-April, with a significant drop on June 13 due to geopolitical factors, but the overall adjustment is expected to be limited [1] - As of June 13, 2025, the best-performing sectors include pharmaceuticals and banking, while food and beverage and real estate sectors show weaker performance [1] - The financing balance in the market has not significantly increased during this rebound, indicating that the implied risk in major A-share indices is not at a high level [1] Group 2: Investment Style and Trends - The differentiation between large-cap value and small-cap growth styles is at a central level compared to the past two years, with no clear mean reversion opportunity currently [1] - The high basis level of stock index futures is influenced by the seasonal increase in dividend distributions from listed companies during May and June, alongside increased hedging demand from cautious investors [1] Group 3: New Consumption Trends in Cosmetics - The new consumption era in the cosmetics industry is characterized by product innovation and emotional value consumption, moving away from the previous traffic-driven growth [3] - The emergence of new channels and media is accelerating product innovation and market penetration, with platforms like Douyin playing a crucial role in product testing and promotion [4] - Traditional industries such as personal care, health products, and cosmetics are experiencing significant product renewal opportunities, driven by structural changes in consumer demand and channel dynamics [5]
康养不再是中老年人专属,年轻人已成为消费主力军
Sou Hu Cai Jing· 2025-06-16 12:01
年轻人何以成为健康消费的生力军?充满商机的健康消费市场呈现哪些新看点、新活力? 来源:人民日报数字传播 编辑:棂星 封面来源:pixabay "一边熬夜内卷,一边养生保健",如今,这样自嘲的年轻人,把健康消费当作新"刚需"。 商场超市内,保健品、富含微量元素的食品持续热销;电商平台上,能量补给类、"轻养生"类零食备受追捧;中式养生馆,艾灸、拔罐、按摩等"国潮养 生"预约火爆;户外空间里,骑行、越野、冰雪运动等吸引众多年轻人投身其中,砸下"真金白银"……如今,青年群体日益成为健康消费的生力军,打开 了个性化、品质化的商业新空间,带来新的消费增长点。 康养受追捧 饮料火锅沐浴露 融入养生新理念 曾经,"康养"一词基本专属于中老年人。如今,青年群体也不遑多让,争相加入"养生局"。 青年群体更加关注自身健康、对康养产品需求旺盛,也给生产厂家提供了广阔市场机遇。他们纷纷"各显神通",源源不断地创造优质供给。 近来,有缓解疲劳、改善睡眠等功能的保健食品在年轻人当中引发关注。"健康消费,也需要新概念。我们把中药材制成保健饮品,很受年轻消费者欢 迎。"北京嘉桦生物技术有限公司董事长张学刚说。 相关市场调研显示,与上一代消费者 ...
保健品“坑老”要不得
Jing Ji Ri Bao· 2025-06-15 22:00
随着我国老龄化程度加深和全民健康意识提升,保健品市场持续扩容。一些不法分子利用老年人对健康 的迫切需求,以疾病预防、养生保健为幌子,通过低价旅游、讲座学习、免费送礼品等形式,诱导老年 人高价购买药品、保健品,严重损害了老年人的合法权益。近日,市场监管总局在全国部署开展老年人 药品、保健品虚假宣传专项整治工作,向社会传递守护老年人生命健康与财产安全的决心。 随着互联网技术的发展,治理保健品"坑老"也面临新挑战。保健品骗局正从线下走到线上,营销渠道从 传统的会议、讲座转战到电商平台、视频直播领域。不法分子利用"国学文化""中医养生""快速致富"等 噱头,诱导老年人下单,方式更为隐蔽,消费者维权和有关部门监管难度更大。对此,相关部门要创新 技术手段,对商家资质、产品信息等进行严格审核,对网络广告、直播内容等进行监测,切实保护老年 人权益,让保健品回归"助老"的产业发展正途。 (文章来源:经济日报) 整治保健品"坑老"乱象,是护航银发经济健康发展的需要。数据显示,目前我国保健品年销售额约2000 亿元,其中老年人消费占五成以上。打击保健品涉老欺诈,意在重塑市场规则、重构产业生态,引导企 业着力创新产品、升级服务。此外 ...