Group 1 - The U.S. HHS and FDA announced a plan to phase out petroleum-based synthetic food colorings, leading to a potential surge in demand for natural colorants [1] - The FDA will establish national standards and a timeline to encourage the industry to transition from synthetic to natural colorants, with a goal to eliminate six major synthetic colorants by the end of 2026 [1] - Sensient Technologies stated that the transition from synthetic to natural colorants represents the largest opportunity in the company's history, with over half of U.S. states initiating legislative activities regarding synthetic colorants [2] Group 2 - Natural colorant usage is expected to increase by 4-12 times compared to synthetic colorants due to lower color concentration in natural options [3] - For example, the demand for sunset yellow in the U.S. is projected to be around 2,500 tons in 2025, which would require at least an additional 10,000 tons of natural colorants if replaced [3] - The market for replacing synthetic colorants with natural alternatives is significant, particularly for colors like temptation red, sunset yellow, and lemon yellow, with various natural substitutes available [3]

化学原料行业近一年市场表现 冀泳洁 执业登记编码：S0760523120002 邮箱：jiyongjie@sxzq.com 王锐 执业登记编码：S0760524090001 邮箱：wangrui1@sxzq.com 新材料 天然色素行业点评 领先大市-A(维持) 资料来源：最闻 相关报告： 加速发展，关注高频高速覆铜板材料机 遇-新材料周报（250818-0822）2025.8.27 【山证新材料】首届世界人形机器人运 动会圆满闭幕，关注人形机器人领域材 料进展-新材料周报（250811-0815 ） 2025.8.20 分析师： FDA 计划淘汰合成色素，国内天然色素企业或受益于需求爆发 2025 年 9 月 3 日 行业研究/行业快报 事件描述： 美国 HHS 和 FDA 宣布计划逐步淘汰石油基合成食用色素，美国天然色 素增量需求有望爆发。2025 年 4 月 22 日，美国食品药品监督管理局 （FDA）和美国卫生与公众服务部（HHS）宣布一系列措施，旨在到 2026 年 底前消除美国食品供应中所有石油基合成色素。具体措施如下：1）FDA 将 建立国家标准和时间表，鼓励行业自愿从合成色素过渡到天然色素。2 ...

Core Viewpoint - The natural pigment safflower yellow has significant applications in food, cosmetics, and pharmaceuticals, with a growing market size in China expected to reach 830 million yuan in 2024, reflecting a year-on-year increase of 23.88% [1][11]. Group 1: Industry Overview - Safflower yellow is a natural yellow pigment extracted from safflower petals, recognized for its safety and stability compared to synthetic dyes, aligning with modern consumer preferences for health and environmental sustainability [1][11]. - The pigment exhibits various pharmacological functions, including antioxidant and anti-inflammatory properties, which may aid in treating cardiovascular and inflammatory diseases [1][3]. - The extraction methods for safflower yellow include water extraction, organic solvent precipitation, and enzyme extraction, with the latter two methods yielding higher purity products [3][5]. Group 2: Industry Chain - The safflower yellow industry chain consists of three segments: upstream (safflower cultivation and supply of auxiliary materials), midstream (production and manufacturing of safflower yellow), and downstream (applications in pharmaceuticals, food, textiles, and cosmetics) [5]. Group 3: Market Demand and Trends - The demand for safflower yellow is expected to grow due to increasing consumer awareness of food safety and health, with applications expanding in food, pharmaceuticals, and cosmetics [18]. - Technological innovations in extraction methods and production processes are enhancing efficiency and reducing costs, contributing to the industry's growth [19][20]. - The competitive landscape is diversifying, with both domestic and international players vying for market share, necessitating continuous investment in research and development [21]. Group 4: Key Companies - Notable companies in the safflower yellow industry include Morning Light Bio-Technology Group, Yunnan Tonghai Yang's Natural Products Co., and Henan Zhongda Hengyuan Biotechnology Co., among others, which are primarily located in Hebei, Henan, Yunnan, and Hubei [2][13][14].