2025年两会期间国家卫健委提出，要持续推进"体重管理年"计划，将全民健身和减肥推向新高度；这也 成为继去年16个部门联合制定印发了《"体重管理年"活动实施方案》后，再度明确以国家行为对减肥和 全民健身的官方定性。 而这句"国家喊你减肥"也拉开了一个或将突破万亿级的健康产业赛道，被称为"常温乳酸菌第一股"的均 瑶健康，能否在这样的时刻再攀高峰，也成为市场关心焦点。 随着其近日发布2024年报及2025一季报，答案终于揭晓——均瑶健康继续扩大在传统常温乳酸菌领域的 龙头优势，分别实现营业收入14.58亿元和4.01亿元，其中，2025年一季度益生菌食品业务收入提速 139.19%，并发起了参与国际益生菌市场竞争的全球化冲锋。 如今，伴随健康产业在政策红利下加速扩张，一个更具想象力的均瑶健康，正在向市场凸显其稳健而有 价值的特征。 均瑶健康基本盘稳固，开辟低温活性益生菌饮品 腰围控制、体重管理.....这些原本在专业健康领域提及的词汇，正成为全社会关注的健康议题；伴随着 国家"健康中国2030"战略的稳步推进，一个规模庞大的消费市场正在孕育和变革。 中商产业研究院预测，2025年中国大健康产业市场规模可达13.4 ...

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [6][8]. Core Views - The company experienced short-term pressure on performance, with a 10.16% year-on-year revenue growth to 1.32 billion yuan in 2024, but a 22.39% decline in net profit attributable to shareholders [3][4]. - The company is focusing on innovation and increasing R&D investment, which reached 118 million yuan in 2024, accounting for 8.95% of revenue, and is expected to drive long-term growth [5][6]. - The company has completed its capacity layout, enhancing multi-business synergy, with several projects operational by the end of 2024 [5]. Financial Performance Summary - In 2024, the company achieved revenue of 1.32 billion yuan, with a net profit of 63 million yuan, reflecting a decline in profitability due to increased competition and higher depreciation costs [3][4]. - For Q1 2025, the company reported revenue of 310 million yuan, a year-on-year increase of 8.16%, but a 24.73% decline in net profit [3][4]. - The company forecasts revenue growth rates of 10.2%, 8.4%, 8.9%, and 9.4% for the years 2024 to 2027, respectively [7][11]. Business Segment Performance - In 2024, the enzyme preparation segment generated 505 million yuan, the micro-ecology segment 193 million yuan, and the animal health products segment 308 million yuan, with respective gross margins of 63.69%, 37.29%, and 33.51% [4]. - For Q1 2025, the enzyme preparation segment achieved revenue of 120 million yuan, with a gross margin of 44.36% [4]. R&D and Innovation - The company has applied for 81 invention patents related to probiotics and has published 32 articles, enhancing its competitive strength in nutrition and health-related businesses [5][6]. - The integration of AI technology is expected to further strengthen the company's capabilities in product innovation and application design [5]. Future Earnings Forecast - The company is projected to achieve net profits of 74 million yuan in 2025, 81 million yuan in 2026, and 90 million yuan in 2027, with corresponding EPS of 0.29, 0.32, and 0.35 yuan [6][7].

2025年，还有相对好做的生意吗？ 当然有。在用户增长见顶、流量红利逐渐消退的当下，益生菌食品的热度逆势增长，不容忽视！ 近期，一个益生菌"白牌"在全网迅速曝光。2025年2月，普葆女性菌Daily Women's Flora(每日私护益生 菌)突然被小红书各大博主种草，撕开了市场一角，到2025年4月，品牌累计在小红书的曝光量就超过了 百万+次，3个月不到实现了"一飞冲天"的火箭式晋级。 小红书博主@色拉和博士，称得上是女性力量的代表，曾是奥美高管，又开办跨境外贸公司，虽然51岁 没有孩子，但她有一个相伴多年的德国博士爱人。对于普葆益生菌的介绍，她就比较偏向于品牌背景 了，据她所知，普葆是丹麦诺和新元(诺维信和科汉森合并)旗下的子品牌，成分都是诺和新元旗下的原 研专利菌株。品牌溯源主打一个"全而细"。 从网络达人到素人博主，从日常使用分享的火爆到实际拔草反馈的爆发。一场以"普葆益生菌"为名的流 量风暴正在以摧枯拉朽之势蔓延…… 01、狂飙的赛道，50万人扎堆围观 女性益生菌的内容有多火？打开小红书或抖音，输入相关字眼，便能直观感受到这类型内容的火爆程 度。 在小红书上，一条发布于去年5月的"老婆的益生菌怎么 ...