从爷爷辈的"能吃饱"到我们的"要吃好"，国民营养与健康持续进阶。今年是中国营养学会成 立 80 周年，也是中国膳食营养补充剂行业快速发展的第 30 个年头，一代代的营养学者持续 探索，助力改善国民营养健康。 5 月 18 日，由新华网主办、汤臣倍健协办、中国营养学会指导的 518 全民营养节， 邀请多 位营养界大咖与 200 多位营养师，共同聚焦"优质蛋白"的关键议题，帮助大众解决当下营养 难题，并倡议"每天一杯优质蛋白，为健康打底"。 国民蛋白质摄入现状： 45% 的成年人吃不够 近年来国民膳食营养状况不断改善，但当"熬夜喝咖啡""外卖糊弄餐"等成为年轻人的生活常 态，膳食不均衡引发的营养过剩与营养不足的问题同时存在。其中，关键营养素蛋白质摄入 的问题尤为突出。据《 2022 — 2023 年中国十省 ( 自治区 ) 成年居民宏量营养素摄入现状 及食物来源》， 45% 的成年居民面临蛋白质摄入不足 的风险。另据调查，国民豆类和禽肉 类提供的优质蛋白摄入比例虽然较过去有所提升，但仍未达到理想比例。 此外，新华网携手汤臣倍健共同发布的《 2025 国民蛋白质摄入现状调查报告》显示， 55.71% 的儿童蛋白质来 ...

在"双碳"目标引领全球绿色转型的背景下，ESG已成为企业发展的必修课，如何让ESG理念与核心业务 深度融合，是企业当下的思考题。 近日，汤臣倍健（300146）发布了《2024汤臣倍健ESG报告》，并首次披露其ESG战略体 系"LIFE"（Leadership、Integrity、Family & Friends、Exploration），贯彻"用科学 营养生命"的品牌使 命，将环境责任、社会责任与公司治理深度融合。 在ESG报告中，汤臣倍健写道：相信生命本源的力量，相信科学营养可以重塑生命力。秉持"LIFE"ESG 理念，汤臣倍健为消费者、行业、社会等各方创造可持续的价值。 "企业的可持续发展，根植于责任共担与价值共创。作为中国膳食营养补充剂行业的领导品牌和标杆企 业，我们始终将ESG理念融入战略基因。"汤臣倍健CEO林志成称。成立30年以来，汤臣倍健逐步构建 起社会责任与商业价值共生的成长模式，给大健康企业发挥专业所长实现可持续发展提供了范例。 绿色智造：环保与效益双赢的创新实践 绿色智造正成为企业转型升级的必经之路，但推进过程中常面临技术、成本、机制等多维度难题，只有 找到企业效益与社会效益的重合点，才 ...

Core Insights - The 29th CBE China Beauty Expo highlighted the growing opportunities in the anti-aging market, with Tmall International showcasing its global resource integration capabilities alongside the Norwegian high-end dietary nutrition brand NYO3 [1][3] Industry Trends - The anti-aging market in China is expected to exceed 150 billion yuan by 2026, with oral anti-aging products becoming the primary focus. Antioxidant ingredients are gaining importance, and the demographic of consumers is shifting younger, with those aged 25-30 becoming the main consumer group [3][6] Company Strategy - Tmall International maintains strict brand entry standards, ensuring the authenticity and compliance of cross-border health products. NYO3 has successfully passed these rigorous checks and is recognized as the leading anti-aging brand in Northern Europe [5][6] Product Launch and Performance - NYO3's new product, Ageless, combines various premium ingredients and has achieved a 98% absorption rate. It quickly became the top-selling oral beauty product on Tmall International within its first month of launch [8][10] Consumer Engagement - NYO3 plans to launch a "90-day skin rejuvenation program" during the 618 shopping festival, offering a full refund if customers are not satisfied with the results. This initiative reflects the brand's commitment to understanding and meeting consumer needs [10][11] Global Expansion - NYO3 aims to leverage Tmall's resources for global growth, particularly in the Asia-Pacific region, while adhering to Norwegian production standards. The collaboration is expected to enhance brand reputation and sales, contributing to sustainable growth in the global health industry [13]

Group 1 - The core viewpoint of the articles indicates a significant acceleration in the IPO approval process in the A-share market, suggesting signs of recovery, although a full recovery is still uncertain [2][3][4] - In April alone, the number of companies approved for IPOs exceeded the total for the first quarter, with a total of 17 companies having their IPOs approved this year, achieving a 100% approval rate [2][3] - The registration approval cycle has shortened, with some companies completing the process in less than ten days, indicating a more efficient regulatory environment [3][4] Group 2 - Many of the companies seeking IPOs are in key manufacturing and strategic emerging industries, such as semiconductors and new energy, which align well with national policy support [4][5] - The consumer sector is also seeing substantial progress, with several consumer companies achieving significant milestones in their IPO processes, reflecting increased market support for this sector [5][6] - The anticipated growth in the A-share IPO market is expected to continue into 2025, with projections indicating a slight increase in the number of IPOs and fundraising compared to 2024 [7][8] Group 3 - The current IPO market is characterized by a focus on high-quality companies, with regulatory bodies emphasizing the importance of maintaining strict quality standards for listed companies [8] - The overall sentiment in the investment community suggests that while there are signs of recovery, the market is still adjusting to a "new normal" following a period of significant withdrawals from the IPO pipeline [7][8]

证券代码：300146 证券简称：汤臣倍健 汤臣倍健股份有限公司 | | 运营和投放策略，通过产品创新打造高价格带产品，搭建自主可控直播间对 | | --- | --- | | | 品牌心智进行沉淀，增加商品卡的销售和合理比例的达播合作提升公司在 | | | 抖音平台的销售规模。货架电商则会通过运营提效、增加专供品加大产品区 | | | 隔等方面助力销售。 | | | Q：2025 年全年费用指引，费用投放是否集中在下半年 | | | 公司遵循全费用/全费比动态管控原则，注重费用投产比，确保预算与 | | | 收入动态匹配。在今年既定预算目标相对谨慎稳定的整体基调下，公司将进 | | | 一步提升精细化管理能力，通过月度预算管控和销售复盘，根据实际情况动 | | | 态优化资源分配，确保费用投放的合理性。 | | | Q：蛋白粉、健力多迭代情况 | | | 两个大单品的迭代工作在去年年底基本结束，但消费环境和行业处于 | | | 持续变化中，新产品的销售暂时未达到公司预期，还需要继续关注。 | | | Q：药店渠道医保政策实施力度及持续影响 | | | 目前来看医保管理趋严已成常态化。行业层面，从人均消费额、 ...

Core Viewpoint - The company is experiencing growth in the health supplement market, driven by increasing health awareness and consumer demand for preventive healthcare products, leading to a strategic focus on product innovation and market expansion [3][5][19]. Company Overview - The company operates in the pharmaceutical manufacturing industry, specifically in the OTC (over-the-counter) drug and health supplement sectors, with its main product being the 21 Jinweita Multivitamin [3][4]. - The health supplement market in China is expanding, with significant growth potential compared to developed countries, as consumer awareness and demand for dietary supplements increase [4][7]. Industry Trends - The non-prescription drug market is benefiting from a shift towards preventive healthcare, supported by national policies promoting health awareness and consumer education [5][6]. - The aging population in China is driving demand for health management products, with a notable increase in the elderly demographic, which is expected to further boost the health supplement market [8][9]. Business Performance - The company reported a revenue of 641 million yuan, a year-on-year increase of 10.23%, and a net profit of 91.83 million yuan, up 7.24% from the previous year [19]. - The company is focusing on expanding its product matrix in the health supplement sector, enhancing its brand presence, and optimizing its sales channels to improve market competitiveness [10][14]. Product and Brand Strategy - The company has a diverse product range, primarily focusing on vitamins and minerals, and is committed to continuous research and development to meet varying consumer needs [11][12]. - The brand "21 Jinweita" has established itself as a leading name in the vitamin and mineral sector, with recognition in various industry awards and rankings [13]. Marketing and Sales Network - The company has developed a comprehensive marketing network, utilizing both online and offline channels to reach consumers effectively, including major e-commerce platforms [14]. - The company is adapting its sales strategies to align with changing consumer behaviors and preferences, ensuring broad market coverage [14]. Management and Innovation - The company boasts a professional management team with extensive experience in the health product sector, focusing on innovation and compliance with industry standards [15]. - The company has established a robust core technology system for product formulation and quality control, continuously improving its capabilities [16].