欧美这些年卖的不是肉，是"故事"，环保、科技、全球拯救计划。但故事讲完，中国市场只回了一句话：你这玩意儿，真吃不下去。 别样肉客（Beyond Meat），全球"人造肉第一股"，在2025年底彻底关停在中国市场的所有电商旗舰店，就连当初高调投建的浙江嘉兴工厂也悄然停产。 这场曾被华尔街高度吹捧、全球红遍的"未来食品革命"，在中国，正式宣告失败。 这不是一个简单的商业失利，而是全球资本意识形态碰壁的一记重拳。 当年别样肉客上市的时候，彼时纳斯达克的宠儿、华尔街的座上宾，小李子（莱昂纳多·迪卡普里奥）和比尔·盖茨都纷纷站台力挺，喊着"环保"、"健 康"要"征服全球餐桌"。 可如今却宣布退出，更讽刺的是它退出中国时，连个道别都没有，悄悄拉下电商铁门，一走了之，丢下那堆滞销库存，连旋转跳跃都懒得做。 欧美资本搞人造肉，其实有一个精密的"商业复合逻辑"。 可惜这东西在中国真卖不动，价格像牛排，原料还不如辣条，这场大败局的第一块多米诺骨牌就是价格。 你说它贵也就算了，关键吃下去才发现这根本不是"牛肉替代物"，而是"高价工业豆饼"。 咱掰开看它的配料表，主原料是豌豆蛋白，就是那种几块钱一斤的原材料，摇身一变，加点"科技与狠 ...

【SynBioCon】 获 悉，12月22日，上海市发布《上海市加快食品科技创新赋能产业发展行动方案（2026—2030年）》。 关键词 | 全球政策进展 |上海|食品科技 方案提及，到2027年， 实现合成生物食品创制重要突破 ，提升食品数智化制造水平。 研制并获批3—5种新食品原料、食品添加剂新品种、食品相关产品新品种 （以下简称"三新食品"） ， 开发1—2个特殊医学用途配方食品；引育5家以上具 有食品创制核心技术与数智化制造能力的自主创新企业 ；建立健全食品产业发展的标准体系，形成研、检、审联动的协同机制。 到2030年，打造具有全球影响力的食品科技创新策源地与产业高地，形成更安全、更健康、更便捷、可持续的食品创新生态。 加快新食品原料挖掘 。以功能性蛋白、糖类、脂质开发为重点，兼顾功能活性物质、香料、色素等分子创制，拓展天然来源或人工合成的新食品原料，解 析生理调控与代谢机制，开展新型功能成分的发掘提取、稳态化、递送技术研究，提高活性保留率与生物利用度。（市科委） 加快生物合成技术迭代 。通过合成生物学与人工智能深度融合，持续提升标准化元件及底盘细胞的性能与适配度，推动高通量细胞筛选、异源高效表达、 ...

Investment Rating - The report indicates a gradual recovery in the food and beverage sector, suggesting a positive outlook for investment opportunities in the industry [6]. Core Insights - The beverage market is experiencing a surge in demand for health-oriented products, particularly turmeric drinks and low-GI foods, driven by younger consumers' health consciousness [2][10]. - The approval of elderberry anthocyanins as a new food ingredient is expected to unlock a significant market potential, with a projected global market size of $960 million by 2027 [4]. - The report highlights the ongoing price wars in the beverage industry, with major brands signaling a trend towards price reductions, which may impact profit margins across the supply chain [9]. Industry Trends - The popularity of turmeric drinks among young consumers is attributed to their perceived health benefits, despite concerns over taste and sugar content [2]. - The rise of the health economy is evident, with a significant increase in sales of health-related products, such as herbal teas and functional foods, particularly among millennials and Gen Z [2]. - The elderberry anthocyanins market is anticipated to grow rapidly, with opportunities for product innovation in immune support and gut health [4]. - The low-GI food market is projected to reach ¥176.2 billion by 2024, driven by increasing health awareness and the prevalence of diabetes among younger populations [10]. - The beverage industry is facing a structural shift, with a focus on "precision" beverages that cater to specific consumer needs and preferences [14]. Brand Dynamics - Kunlun Mountain Mineral Water has entered a strategic partnership to expand its market presence in Hong Kong, leveraging local resources and distribution channels [16]. - Jiahe Foods is transitioning from a contract manufacturer to a consumer brand, facing challenges in profitability due to rising raw material costs and increased marketing expenses [19]. - Vitasoy International reported a decline in revenue, particularly in the mainland market, as competition in the plant-based milk sector intensifies [20]. - Tian Shili's "medical-grade" sugar-free tea has achieved a high repurchase rate by targeting pre-diabetic consumers, showcasing the potential for functional beverages in the health market [21]. - The new brand "Bie Xiang Bao Bao" has gained traction in the sugar-free tea market, achieving significant sales growth through innovative product offerings [22].

Core Viewpoint - The article discusses the rise and fall of Beyond Meat in the Chinese market, highlighting the challenges faced by plant-based meat companies in adapting to local consumer preferences and the failure of their marketing strategies [10][15][70]. Group 1: Beyond Meat's Market Performance - Beyond Meat, once a star in the plant-based meat industry, has seen its market value plummet from $20 billion to under $2 billion, losing over $10 billion in market capitalization [13][34]. - The company has closed its flagship store on Chinese e-commerce platforms and halted production at its factory in Jiaxing, Zhejiang [10][34]. - Revenue has declined from $4.19 billion in 2022 to $3.26 billion in 2024, with cumulative losses reaching $8.64 billion during the same period [34]. Group 2: Marketing Strategies and Consumer Response - Beyond Meat attempted to penetrate the Chinese market through partnerships with major brands like McDonald's and Starbucks, but these efforts did not yield the expected results [28][30]. - The company employed aggressive marketing tactics, including celebrity endorsements and campaigns promoting the health benefits of plant-based diets, but these strategies failed to resonate with Chinese consumers [31][32][70]. - A significant 74% of Chinese consumers indicated they would not repurchase plant-based meat products, primarily due to high prices and unsatisfactory taste [45][46]. Group 3: Challenges of Plant-Based Meat - The article identifies two major issues with plant-based meat: high prices and poor taste, which have hindered its acceptance in the Chinese market [39][48]. - Plant-based meat products are often priced significantly higher than traditional meat, with some products costing up to 82% more than their animal-based counterparts [41][39]. - The taste and texture of plant-based meat have been criticized, with many consumers finding them inferior to traditional meat options [44][39]. Group 4: Environmental and Health Claims - Claims regarding the environmental benefits of plant-based meat have been challenged, with studies indicating that the carbon emissions from producing plant-based meat can be significantly higher than those from traditional beef [49][48]. - The health benefits promoted by plant-based meat companies have also been questioned, as many products contain high levels of sodium and additives [48][49]. Group 5: Lessons for the Industry - The failure of Beyond Meat serves as a cautionary tale for food entrepreneurs, emphasizing the importance of aligning product offerings with genuine consumer needs rather than relying on capital-driven narratives [70][73]. - The article suggests that successful food innovations must prioritize taste, affordability, and real consumer demand rather than imposing moral or environmental arguments [66][70].

人民财讯12月22日电，上海市科学技术委员会等多部门印发《上海市加快食品科技创新赋能产业发展行 动方案(2026—2030年)》，其中指出，支持新型食品研发。开展替代蛋白、人造肉、人造奶、3D打印食 品、藻类等新食品研发，创制具有生理调控功能的活性肽、工程益生菌、益生元、后生元、食药同源食 品、适老食品等产品，满足多元化食物消费需求、个性化营养健康需求和可持续发展需求。 ...

把顾客当上帝的甜头，再次被蜜雪冰城尝到了。 最近，雪王在美国卖超甜奶茶火上热搜，其在洛杉矶的门店十分贴心地加了120%糖、150%糖、200%糖的选项。 这波操作让隔壁星巴克蒙了，也让美国年轻人狂喜，他们一边排起长队，一边在Tik Tok上掀起雪王甜度大挑战。 与此同时，另一家试图"教育"中国消费者的美国企业，却沦为反面教材。 它就是号称"人造肉第一股"的Beyond Meat（别样肉客）。 人造肉这个在互联网销声匿迹几年的品类，再次活跃在网上，竟是因为别样肉客败退中国。它近期被曝已关闭中国电商平台旗舰店，浙江嘉兴的工厂也早 已停产。 人造肉终究是一场资本的狂欢，当风口褪去，这个改变中国人饮食习惯的生意，彻底败给了现实。 资本捧红的"健康肉"， 肯德基都无法拒绝 2019年前后，人造肉这三个字的热度，远超如今的AI。 彼时，全球资本巨头争相押注，但凡和人造肉沾边的企业，都能融资拿到手软，股价也一路狂飙。 权威机构的预测更是疯狂：2035年，人造肉将占据全球肉类市场超两成份额，规模达到三千多亿美元。 在这股狂潮中，最耀眼的明星就是别样肉客。 2009年，密苏里大学两位教授研发出一款冷冻素鸡柳配方，口感与质地已非 ...

天气渐冷，人们DNA里的肉食本能又苏醒了。 热汤里翻滚的肉块、烤架上滋滋作响的油脂，无一不在唤醒味蕾最原始的满足。当这样一盘菜肴端上桌时，食客们通常不会也无需去怀疑一个问题：这盘 中的肉，究竟是来自牧场，还是来自实验室？ 当你看到这盘肉，多半不会怀疑它是来自牧场，还是来自实验室。（图/《食神》） 因为那个曾经高调闯入视野、试图回答这个问题的"主角"——以植物蛋白仿造肉感的高科技"人造肉"，正悄然从我们的餐桌退场。 如今，你想特意买到一份如Beyond Meat（别让肉客）那样的"明星人造肉"，其难度可能不亚于偶然撞见。它曾带来的那场关于未来饮食的喧嚣，似乎已 随着资本热浪的消退而迅速沉寂。 今年11月下旬，曾获微软创始人比尔·盖茨投资的"人造肉第一股"Beyond Meat，悄悄关停了在中国各大电商平台开设的网店。有媒体尝试联系其位于浙江 嘉兴的工厂，电话那头只有"您拨打的电话尚未登录"的机器语音合成提示；有人造肉经销商告诉媒体，工厂早就停产，现在还在卖的"要么是库存货，要 么是从美国工厂进口的产品"。 理想很美好，现实很骨感。人造肉产业当下的境况，就是个一戳即破的泡沫。 又贵又难吃的资本"香饽饽" 虽然听起 ...

Group 1 - Beyond Meat, known as the "first stock of plant-based meat," has closed its flagship stores on major e-commerce platforms in China [1] - As of November 29, 2023, the official flagship store on Tmall is no longer searchable, and the store indicated it would terminate operations by November 27, 2025 [1] - The flagship store on Pinduoduo is also inaccessible, displaying only a "server error" message [1] Group 2 - A distributor of plant-based meat reported that Beyond Meat's factory in Jiaxing, China, has ceased production, and current sales are limited to existing inventory and products imported from the U.S. [1]

宏观经济 统计局：11月，制造业PMI为49.2%，环比上升0.2个百分点；非制造业商务活动指数为49.5%，环比下 降0.6个百分点；综合PMI产出指数为49.7%，环比下降0.3个百分点。 国务院安委会：部署开展高层建筑重大火灾风险隐患排查整治行动，聚焦有人员居住和活动的高层民用 建筑（包括居民住宅建筑和办公、医疗、商业等公共建筑）开展排查整治，特别是正在进行外墙改造施 工和内部局部装修改造的高层民用建筑，全面加强高层建筑消防安全管理，切实保障人民群众生命财产 安全。 发改委：将进一步拓宽市场准入空间，强化要素支持保障，加快组建国家创业投资引导基金，切实增强 民营企业获得感。鼓励支持引导广大民营企业把握新一轮科技革命和产业变革、超大规模国内市场、城 乡区域协调发展等民间投资发展机遇。 中新网：中央机关及其直属机构2026年度考试录用公务员公共科目笔试11月30日举行。计划招录3.81万 人，同比减少了0.16万人。尽管招考人数减少，但报考人数却创历史新高，共有371.8万人通过了用人单 位的资格审查，通过资格审查人数与录用计划数之比约为98∶1。 新华社：石油输出国组织（欧佩克）11月30日发表声明说，欧 ...

Group 1 - Canon's printer factory in Zhongshan has ceased operations and is currently settling accounts with employees and suppliers [5] - The first batch of frozen durians imported from Indonesia has arrived in China, with expected prices ranging from 40 to 50 yuan per pound [7] - The film "Zootopia 2" has surpassed 1.9 billion yuan in box office revenue [8] - Shanghai Lego Park has welcomed over one million visitors and plans to initiate a second phase of expansion [8] Group 2 - Under Armour has experienced a decline in sales for eight consecutive quarters, with a market value drop of 140 billion yuan over the past decade [9] - The bond market in October issued a total of 63,574.6 billion yuan in various bonds, including government and corporate bonds [9] - The number of one-person households in South Korea has surpassed 36%, reaching 8.045 million households [10] Group 3 - Spain's pork exports are hindered due to the discovery of African swine fever cases, affecting about one-third of export licenses [11] - Yushun Technology has completed its IPO counseling, indicating readiness for IPO application [12] - Dongpeng Beverage has received approval for its overseas listing, planning to issue up to 66.446 million shares [12] Group 4 - Micron plans to invest 9.6 billion USD in Japan for the production of AI memory chips [12] - The iPhone 17e design has been leaked, expected to launch in the first half of next year [13]