Core Viewpoint - JD Health and H&H Group have signed a strategic cooperation agreement to deepen their collaboration over the next three years, aiming for a combined business target of 10 billion [2][7]. Group 1: Partnership Development - The partnership marks an upgrade to a comprehensive and in-depth strategic relationship after ten years of close cooperation [2][7]. - Since their first collaboration in 2015, JD Health and H&H Group have worked together for a decade [4][9]. Group 2: Product and Marketing Initiatives - In 2025, H&H Group's key products, including Swisse high-purity fish oil and Biostime super probiotics, will be launched exclusively on JD Health [4][9]. - The two companies have collaborated on significant marketing initiatives, including sponsoring the popular variety show "Flowers and Youth: Together Season" and creating the "Ace Super Product Day" marketing IP [4][9]. Group 3: Future Collaboration Focus - In 2026, the partnership will focus on four key areas: products, marketing, user experience, and mechanisms, with increased resource investment to achieve new growth breakthroughs [4][9]. - Future collaboration will enhance supply chain efficiency, user health management, and data-driven innovation, leveraging JD Health's integrated sales and supply chain capabilities [5][9]. Group 4: Strategic Goals and Vision - JD Health aims to provide more precise and personalized health solutions for families, supporting the long-term sustainable development of H&H Group's diverse nutrition product lines [5][9]. - H&H Group's CEO expressed that JD Health is one of their most important partners in the Chinese market, emphasizing the integration of global quality nutrition resources with JD Health's digital technology and user insights [5][9]. - JD Health's CEO stated the intention to deepen strategic collaboration across all channels and links, aiming for reliable and scientifically professional nutrition health services to reach more families [5][9].

Core Insights - The article highlights the significant growth in health consumption driven by government policies promoting consumer spending and increasing consumer confidence [1] - Health consumption has shifted from being optional to a necessity, with consumers willing to pay for "certain health value" [1] Group 1: Market Trends - The overall sales of nutritional health products during the 618 shopping festival reached 14.3 billion yuan, a year-on-year increase of over 55%, significantly outpacing non-essential consumer goods [1] - The health industry is experiencing a potential surge, with the market size of health products in China growing from 99.3 billion yuan in 2013 to over 350 billion yuan in 2023, and expected to exceed 430 billion yuan by 2025, with a compound annual growth rate of over 10% [1] Group 2: Company Performance - Health product company,健合集团, has seen its brands Swisse, 合生元, and 素力高 dominate their respective categories during the 618 sales event [1] - The company's "full family coverage" strategy has effectively converted promotional activities into a reliance on "family health management" [1] Group 3: Product Insights - Specific product categories showed remarkable growth: Swisse's adult nutrition NAD+ products increased by 33%, probiotic products surged by 146%, and children's calcium products rose by 91% [1] - 合生元's ultra-premium milk powder sales increased by 103%, and its market share rose from 14.7% in April to 15.8% in May [1] - 素力高's high-end cat food topped the imported category, with pet nutrition products on Douyin increasing by 304% [1] Group 4: Consumer Behavior - The sustainability of health consumption is closely tied to user loyalty, which is driven by the coverage of all health needs within families [1] - The trend indicates a shift towards specialization, segmentation, and quality in the consumer market, with companies needing to demonstrate sustainability [1]