11月27-28日，被誉为"年度科技与商业风向标"的36氪WISE2025商业之王大会，在北京798艺术区传导空间落地。 今年的WISE不再是一场传统意义上的行业峰会，而是一次以"科技爽文短剧"为载体的沉浸式体验。从AI重塑硬件边界，到具身智能叩响真实世界的大门； 从出海浪潮中的品牌全球化，到传统行业装上"赛博义肢"——我们呈现的不仅是趋势，更是捕捉在无数次商业实践中磨炼出的真知。 我们将在接下来的内容中，逐帧拆解这些"爽剧"背后的真实逻辑，一起领略2025年商业的"风景独好"。 破局东方 我比较喜欢今天我们在谈的这个话题叫"风景这边独好"。大家知道今年外资企业面临挑战。很多人也好奇在这样一个形势下，OATLY会怎么样？我觉得我 们今年下半年的业绩确实还是向市场证明了我们的实力。 冯大刚：你们是长了差不多30%，比全球水平大概要高两倍。 张春：中国今年三季度跟去年同比实现了28.8%的增长，8月份我们有40%左右的增长，三季度不仅扛住了，而且还往上走了不少，四季度也不错，现在也在 稳步推进中。 最大的心得体会是，一方面，原来的战略和考虑是对的；第二，这份坚持是对的；第三，团队经过七年的打拼，摸索出了一套做植物 ...

Core Viewpoint - The article discusses the rapid growth of the low Glycemic Index (GI) food market in China, driven by increasing health awareness among urban consumers and the introduction of various low GI products by established and new brands [4][22]. Group 1: Market Trends - The low GI food market in China reached a scale of 176.2 billion yuan in 2024, with an annual growth rate exceeding 10% [22]. - The search popularity for low GI food and beverages increased by 56% year-on-year, indicating a significant rise in consumer interest [6]. - The low GI food category is expanding beyond traditional baked goods to include staple foods, snacks, and beverages, reflecting a diversification of consumer choices [12]. Group 2: Consumer Behavior - Urban consumers are increasingly shifting towards low GI foods as part of a healthier lifestyle, with a notable rise in the consumption of these products among not just diabetics but also fitness enthusiasts and health-conscious individuals [12][22]. - The popularity of low GI foods is supported by social media, with the 低GI topic on Douyin receiving over 360 million views, and related content on Xiaohongshu exceeding 10 million views [6][8]. Group 3: Brand Innovations - Traditional food brands like Junlebao, Kangshifu, and Wangwang are reformulating their high GI products to include low GI alternatives, utilizing ingredients like chickpeas and barley [10][12]. - New players in the market, such as Masisala, are leveraging their expertise in specialized medical foods to gain consumer trust and expand their product offerings [14][16]. - Retailers like Hema and Dingdong are not only selling low GI products but are also actively involved in the supply chain, promoting the development of these products [17][19]. Group 4: Policy Influence - The Chinese government's "Healthy China 2030" strategy promotes low GI diets, encouraging companies to develop low sugar or sugar-free products and to label them with low GI certifications [12][22]. - Recent guidelines from the National Health Commission have further emphasized the importance of low GI diets in managing weight and preventing obesity [12].

Group 1 - The core viewpoint of the articles emphasizes the growing recognition and promotion of oat milk as a healthy dietary choice in China, driven by both policy and scientific consensus [3][6][9] - The "Oat Milk Healthy Diet Initiative" was launched to promote the health consumption concept of oat milk, focusing on technological innovation, health value, scientific diet, healthy consumption, and policy collaboration [1][3] - OATLY, as the only corporate representative in the initiative, has successfully integrated global oat milk production technology with local consumer needs, leading to significant growth in both the coffee and retail sectors since entering the Chinese market in 2018 [9][11] Group 2 - Experts from various institutions advocate for the enhancement of oat milk processing technology to improve palatability and reduce consumption difficulty, while also promoting the inclusion of whole grains and dietary fiber in diets [6][9] - The initiative aims to expand the supply channels of oat milk products and explore more consumption scenarios, such as tea, coffee, dining, baking, and retail, to enhance accessibility and convenience [6][9] - The initiative reflects a commitment to industry responsibility and aims to position China as a leader in the global plant-based industry, aligning with the "Healthy China" strategy and scientific consensus [9][11]

Core Insights - The rise of low GI (Glycemic Index) foods is driven by increasing health awareness among urban consumers and the promotion of weight management policies, leading to a significant market opportunity for brands [3][4][14] - Traditional food brands are rapidly adapting to market changes by reformulating high GI products to low GI alternatives, expanding their product lines to include staples, snacks, and beverages [4][6][10] - The low GI food market in China is projected to reach 176.2 billion yuan in 2024, with an annual growth rate exceeding 10%, driven by a growing diabetic population and a shift towards healthier eating habits [14][16] Industry Trends - The search interest for low GI foods has increased by 56% year-on-year, indicating a growing consumer demand [1] - Major brands like Panpan, Jiangzhong Honggu, and others are launching low GI products, while platforms like Hema and Dingdong are creating dedicated sections for these foods [1][3] - The introduction of low GI certifications and government initiatives, such as the "Healthy China 2030" strategy, is promoting the development and consumption of low GI products [6][14] Consumer Behavior - The target audience for low GI foods has expanded beyond diabetic patients to include health-conscious individuals, fitness enthusiasts, and pregnant women [6][10] - Consumers are willing to pay a premium for healthier options, as evidenced by the rising repurchase rates for health-focused products [16] - The popularity of low GI foods is reflected in social media engagement, with topics related to low GI diets garnering millions of views [1][3] Product Innovation - Companies are innovating product formats and packaging to cater to modern consumer lifestyles, such as single-serving options for on-the-go consumption [10][12] - New players in the market, like Marsala and Sugar Friends, are leveraging their expertise in specialized medical foods to gain consumer trust [7][10] - Collaborations between retailers and established brands are helping to reduce costs and improve product offerings in the low GI segment [12][14]

Core Insights - The low GI (Glycemic Index) concept is gaining popularity as a health standard in food products, particularly in the beverage sector, with brands like Bawang Tea and Heytea adopting low GI ingredients [1][3] - The low GI market is expected to significantly expand in 2024, driven by increased consumer awareness and a growing health consciousness, with social media discussions about low GI topics surging by 146% year-on-year [3][10] - Methuselah, a company with a strong background in medical nutrition, has successfully transitioned into the consumer market with low GI products, achieving over 100 million in sales and completing a significant funding round [5][11] Industry Trends - The low GI food market in China is evolving from a niche medical focus to a broader consumer appeal, with a market size reaching 1.762 trillion yuan in 2021 and a stable growth rate of over 10% [10][11] - The target audience for low GI products has expanded beyond diabetic patients to include health-conscious consumers, fitness enthusiasts, and older adults, reflecting a shift towards general wellness [11][12] - The product range for low GI foods is diversifying, now including staples, snacks, meal replacements, and beverages, with innovations incorporating natural low GI ingredients [11][14] Market Dynamics - Major food brands, including Yili and Kang Shifu, are entering the low GI space, indicating a competitive landscape where traditional giants and new entrants collaborate [13][14] - New retail channels like Dingdong Maicai and Hema are playing a crucial role in promoting low GI products, with significant sales growth observed in these platforms [16][17] - The low GI market faces challenges such as consumer awareness, certification standards, and balancing taste with nutritional benefits, which companies are addressing through education and product innovation [22][24] Company Strategies - Methuselah leverages its medical background to build consumer trust, using clear health labels and engaging in partnerships with hospitals to enhance credibility [25][28] - The company focuses on user feedback from retail partners to refine product offerings, ensuring that low GI products meet consumer preferences while maintaining competitive pricing [28][31] - Targeted marketing strategies are employed to reach specific demographics, such as older adults, by offering convenient packaging and tailored nutritional solutions [31][33]