三是技术驱动的数字化与智能化。智能手环、健康APP等数字工具，将健康监测与管理无缝嵌入日常生 活。它们不仅是数据记录工具，而且通过与AI结合，进化为早期健康风险的"监测哨"和个性化生活建议 的生成器，构成了"数字健康"新赛道。 一系列变化为品牌发展指明了新方向。对企业而言，应深刻理解"真诚是最好的商业模式"，摒弃炒作概 念、制造焦虑的短期行为，沉下心来投入研发，凭借扎实的科技支撑和可靠的产品体验，真正满足甚至 超越年轻一代消费者对健康生活的期待，才能在这片蓝海中建立持久的竞争力。 一是产品形态的轻量化与场景化。传统滋补品一改厚重形象，以"即食燕窝""冻干灵芝精华"等形态融入 消费者的生活，催生了"功能零食""便携滋补品"等新品类，以及与之配套的"办公室健康轻食""居家轻 健身装备"等细分市场。 二是服务模式的个性化与订阅化。健康消费不再局限于实物产品，更延伸至个性化的服务。从按月定制 的健康餐食到一对一的在线健身指导，其核心是为用户提供持续优化的健康解决方案。 购买护肝片、定制健康餐食、参加健身课……当下，越来越多年轻人正以极大的热情投入健康管理。他 们虽然常以"脆皮"自嘲，却也用实实在在的消费，构建起一套全 ...

这是新消费智库第 2 7 1 3 期文章 健康消费 四大 新 趋势， 未来增长 解码 千万级 爆款 单品 背后，是健康消费赛道的四大新趋势，它们正重塑行业格局，引领未来方向。 新消费导读 "吃喝玩乐购，尽在天猫双11" 。 健康 消费 ，正以一种更轻盈、更自在的方式 ， 融入 日常生活 。 作者 ：一诺 来源：新消费智库 从开盖即食的燕窝，到随身测糖的 CGM动态血糖仪，联名破圈的隐形眼镜……这些藏在日常角落里的健康好物，在今年双11集体爆发， 依 托天猫健康的平台势能， 跑出了一批 千万级 "黑马"。 "盒子"里开出来的新潮流 双 11 期间，天猫健康联动 15款年度千万级热销单品加码了「健康惊喜盒子」玩法——提供超万份1元换购产品、百万张大额优惠券，近百 万年轻人回淘为健康"抽盒"。 热门 IP联名彩 瞳、 为高效设 计的四效合一的儿童补剂 、可以随时携带的轻器械、次抛型的医学美护产品 ……成为今年双11最受年轻人欢 迎的"惊喜盒子"。无论是剂型创新还是形态革命，都一定程度上代表了新的健康潮流。 "健康，已融入'吃喝玩乐'日常。"天猫健康营销中心负责人姜夏表示， 健康已经 从功能性补充、疾病治疗，升级为生 ...

Core Viewpoint - The health industry is experiencing significant growth, with new brands driving this expansion by integrating health into everyday life and consumer experiences [4][5][6]. Group 1: Health Industry Trends - The health sector is evolving, with a shift from general wellness to precision health, focusing on specific needs such as acne treatment, sleep aid, and emotional management [7][8]. - Consumers are increasingly seeking products that provide tangible experiences and emotional satisfaction, moving beyond mere functionality [9]. - Young women are identified as the primary growth drivers in the health industry, emphasizing the importance of both product efficacy and brand alignment with lifestyle [9][10]. Group 2: Brand Development and Support - New brands face challenges in transitioning from initial success to sustainable growth, requiring a balance of research capabilities and effective consumer communication [11][12]. - Tmall's "Treasure New Brand" initiative supports emerging brands through systematic measures, enhancing their market presence and long-term viability [12][30]. - Successful brands leverage unique product offerings and innovative marketing strategies to resonate with consumers, as seen with Swisse Me and its engaging approach to probiotics [14][15][17]. Group 3: Market Opportunities - The health market is diversifying, with brands exploring niche segments that combine health with lifestyle, such as emotional wellness and functional foods [33][34]. - The growth of the health industry is driven by a collaborative ecosystem involving research institutions, supply chains, and consumer insights, leading to a more structured approach to brand development [34][35]. - The ongoing trend towards health consciousness indicates that the market will continue to expand, with a focus on scientific and sustainable consumer care [36].

Core Insights - The 2025 "11.11" shopping festival by "What Worth Buying" emphasizes a consumer trend driven by interests and AI technology, aiming to enhance user experience and satisfaction during the shopping event [1][12] Consumer Trends - The top five categories by GMV during the opening period were major appliances, mobile communications, kitchen appliances, home furniture, and household electricals, indicating a strong preference for larger items [3] - Fastest-growing categories with GMV over one million included pet daily necessities, gaming hardware, outdoor apparel, kitchen tools, and automotive maintenance, with year-on-year growth rates of 90.35%, 55.28%, 43.33%, 36.26%, and 36.24% respectively [3] Interest-Driven Consumption - Interest-driven consumption is becoming a new norm, with significant performance in categories like sports equipment, travel, and home renovation, reflecting a shift from traditional consumption patterns [3][5] - The platform's upgraded "Interest Square" features over a hundred dedicated interest scenarios, enhancing the consumer experience from interest content to interest-based purchases [5] High-Value Products - High-value products such as large-capacity appliances and premium electronics are leading the market, with brands like Midea and Xiaomi dominating sales in their respective categories [4][5] - The smartphone category is witnessing a trend towards high-end and smart devices, with the new iPhone 17 series capturing the top three GMV spots [5] Health and Wellness - Health-related products are experiencing significant growth, with functional health products and smart devices becoming essential for consumers, particularly among working professionals [10] - The trend of "active health management" is driving demand for health products that focus on precise interventions rather than basic protection [10] Travel and Outdoor Activities - Travel-related consumption is on the rise, with international travel gaining popularity, particularly to destinations like Europe and Japan [8] - Outdoor sports categories, including footwear and apparel, are also seeing substantial sales, driven by both professional and amateur consumers [7] Future Outlook - The company aims to deepen its understanding of consumer interests and enhance operational strategies using AI technology, focusing on creating a more interconnected shopping experience [12]

Core Insights - The consumption trends during the "Double 11" pre-sale event indicate a strong performance in core categories driven by national subsidy policies and quality of life demands, with significant GMV achieved [1] Group 1: Consumer Trends - Major household categories such as home appliances, mobile communications, and furniture achieved GMV in the tens of millions during the opening period [1] - High-capacity and high-ticket products are performing exceptionally well, with domestic brands leading the market due to their design and functionality tailored to consumer needs [2] - The top GMV products include the Little Swan washing and drying set, Midea air conditioning cabinet, and Rongsheng French-style refrigerator, showcasing the dominance of domestic brands [2] Group 2: Emerging Markets - The pet economy is evolving, with consumers shifting from basic care to emotional companionship and refined care, resulting in significant GMV growth in pet-related products [3] - Specific pet product categories saw GMV increases of 90.35% for daily use items, 58.74% for grooming products, and 19.28% for travel gear [3] - The trend of "cyber health" supplements is penetrating the pet market, with specialized pet supplements gaining popularity [3] Group 3: Health and Wellness - Health-conscious consumption is on the rise, with functional health products and smart devices becoming essential in daily life, particularly among working professionals [4] - The demand for health check-up services is increasing, with young consumers purchasing health packages for their parents as a way to express filial piety [4] - Popular health check-up products include the Aikang Guobin health packages, indicating a shift towards proactive health management [4] Group 4: Interest-Driven Consumption - The "Double 11" event is not just a promotional window but a significant indicator of annual consumption trends, highlighting the potential of interest-driven consumption [4] - Categories such as sports equipment, travel, and home renovation are performing well, suggesting a shift towards consumption patterns anchored in personal interests [4]

Core Insights - The article highlights the shift in consumer behavior towards "health consumption" from being a selective choice to a necessity, driven by a joint initiative from multiple government departments [1][9] - China Duty Free Group (CDFG) is adapting to this trend by transforming from a "tourism retail" model to a "health lifestyle service provider," leveraging its global supply chain to create its own health brand, "CDFG Health" [1][9] Group 1: Market Trends - The health consumption market is evolving, with a structural change in consumer demographics becoming a core driver for industry innovation [3] - The "2024-2025 CDFG Consumption White Paper" identifies nine core consumer groups, with the 60+ "Silver Enjoyment Group" showing a strong demand for health products that are convenient and of guaranteed quality [3][5] - Younger consumers are also increasingly health-conscious, emerging as a new force in health and wellness consumption [3] Group 2: Product Development - CDFG Health is building a comprehensive health product matrix that caters to all age groups, emphasizing "quality selection and health accessibility" [5] - The brand sources high-quality ingredients globally and collaborates with nutritionists to create modern health solutions, addressing the convenience issues of traditional health products [5] - The product range includes ready-to-eat bird's nest, portable ginseng drinks, and dietary supplements, designed to meet diverse health needs at affordable prices [5] Group 3: Marketing and Engagement - CDFG Health has partnered with MMA champion Zhang Weili as the brand's first ambassador to enhance consumer engagement through immersive marketing activities [6][8] - The "Weili Lifestyle Exploration Journey" pop-up store in Haikou International Duty-Free City serves as an interactive space for consumers to experience the "light nourishment" lifestyle [6][8] - The brand aims to connect with consumers through live interactions and events, promoting the integration of health concepts into everyday life [8] Group 4: Strategic Vision - CDFG Health is committed to a strict quality control system, ensuring that every aspect from ingredient selection to product formulation meets high standards [9] - The initiative aligns with national strategies and responds to consumer upgrades, positioning CDFG as a leader in the health consumption sector [9][10] - Future plans include further integration of health with cultural tourism and sports, expanding the reach of the "light nourishment, happy life" philosophy [10]

Group 1 - The Chinese consumer goods market is undergoing a structural transformation, with generational shifts from "unified demand" to "diversified and refined" consumption patterns [1] - The Z generation, over 260 million strong, represents 20% of the population and contributes approximately 40% of consumption power, while the Y generation remains the main force in mid-to-high-end consumption, willing to pay an average premium of 25% for quality health products [1] - This generational resonance is shifting brand competition from "single product explosion" to "systematic growth" [1] Group 2 - Companies that can structurally cover multi-generational needs are accumulating long-term advantages, with健合集团 (Jianhe Group) being a typical example of this trend [1] - Jianhe Group's "full family nutrition" strategy spans infant, adult, and pet nutrition, creating a layered and complementary growth model [1] - In the first half of 2025, Jianhe Group achieved revenue of 7.02 billion yuan, a year-on-year increase of 5.2%, with a gross margin of 62.5%, up 1.6 percentage points, demonstrating robust profitability [1] Group 3 - The BNC (infant nutrition) segment is steadily recovering, while the ANC (adult nutrition) business grew by 5.9% year-on-year, serving as a major growth engine for the first half of the year [1] - The PNC (pet nutrition) business continues to show high growth trends, with multi-brand and multi-track collaboration enhancing Jianhe's growth resilience [1] - Facing generational differentiation and fragmented demand, Jianhe Group's value logic is shifting towards "long-term stability," supported by structured business layout, sustainable cash flow, and global capabilities [2]

Core Viewpoint - The conference focused on promoting healthy consumption and consumer rights protection, aligning with national strategies to enhance consumer confidence and market quality [1][3][18]. Group 1: Conference Overview - The conference titled "Integrity, Quality, Innovation" was held in Beijing, guided by the China Consumers Association and aimed at addressing consumer health issues and rights protection [1][3]. - Key topics included regulatory policies, industry self-discipline, and the establishment of a healthy consumption ecosystem [3][4]. Group 2: Health Consumption Trends - A report released during the conference highlighted issues such as fraud in private domain live streaming, sleep health concerns, and emotional consumption risks [4]. - The report indicated that nearly half of respondents encountered false advertising in private domain live streaming, with a low consumer protection evidence rate of 14.32% [4]. Group 3: Industry Insights - Experts emphasized the importance of health education in promoting healthy consumption, advocating for a balance between technology and service [6][9]. - The health consumption market is expanding across various sectors, presenting significant opportunities but also challenges like false advertising and lack of complaint channels [8][9]. Group 4: Consumer Rights Protection - The conference underscored the need for a multi-faceted governance system involving platform self-discipline, intelligent regulation, and consumer education to ensure safe health consumption [4][9]. - Companies are encouraged to adopt standardized service systems and enhance transparency through digital means to protect consumer rights [13][16]. Group 5: Future Directions - The role of AI technology in upgrading health consumption was highlighted, with a call for businesses to focus on quality products to meet consumer demands [11][16]. - The conference concluded with a commitment to ongoing efforts in consumer rights protection and health industry development, marking the launch of the "China Consumer Night" initiative [18][20].

Core Insights - The event organized by the Ministry of Commerce's Investment Promotion Bureau aimed to facilitate exchanges between European life sciences and green technology companies and Wuxi High-tech Zone [1] - The Deputy Director expressed optimism about the industrial development in Wuxi High-tech Zone and emphasized the importance of building a collaborative platform for health innovation [1] - The Secretary of the Wuxi High-tech Zone expressed a desire to attract more quality enterprises and projects through the European window of the Investment Promotion Bureau [1] Industry and Company Engagement - Companies such as CS Pharmaceuticals, LightOx Biotechnology, Fine Treatment Medical Technology, and Aptamer Group engaged in targeted discussions with local enterprises [1] - The delegation visited the Wuxi High-tech Zone Exhibition Center and the AstraZeneca IoT Innovation Center, exploring potential project collaborations in drug research, medical devices, and health consumption [1] - The European representative office of the Investment Promotion Bureau aims to leverage its extensive network to introduce high-quality European projects to Chinese local parks, enhancing their openness to foreign investment [1]

Group 1 - The core viewpoint of the articles highlights that Zhongheng Group has achieved revenue growth and profit increase in the first half of 2025, driven by market expansion, R&D innovation, and diversified layout [1][2] - In the first half of 2025, Zhongheng Group reported a revenue of 1.451 billion yuan, a year-on-year increase of 2.84%, and a net profit attributable to shareholders of 27.08 million yuan, up 23.59% [1] - The pharmaceutical manufacturing segment generated an external revenue of 1.044 billion yuan, reinforcing the company's revenue base [1] Group 2 - Zhongheng Group is focusing on innovation and product layout to establish a new growth curve, optimizing its R&D system and signing cooperation agreements with key laboratories [2] - The company has received clinical trial approval for its innovative drug project "Sanqi Granules" and has introduced a candidate drug molecule for chronic heart failure, expanding market opportunities in chronic kidney disease and cardiovascular fields [2] - The health consumption segment has launched 26 new products, contributing to steady revenue and profit growth [2] Group 3 - Zhongheng Group repurchased 118 million shares for 301 million yuan, accounting for 3.56% of the total share capital, reflecting management's confidence in future development [3] - The company's subsidiary, Laimei Pharmaceutical, has developed "Injectable Esomeprazole Sodium," recognized as a major technological innovation product in Chongqing for 2024, addressing key technical challenges in synthesis and freeze-drying stability [3] - This innovation not only breaks the import monopoly but also provides better medication options for patients, showcasing the company's strength in formulation R&D and production process innovation [3]