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禁用“零添加”催生食品行业新赛道,“清洁标签”认证成资本关注焦点
Zhong Guo Shi Pin Wang· 2025-10-16 06:11
Core Insights - A shift in food labeling policy is reshaping the competitive landscape of a trillion-dollar market, with the decline of "zero additives" labels and the rise of "clean label" certifications becoming a key factor in consumer decision-making and attracting capital market attention [1][2] - The ban on "zero additives" labels by national market regulatory policies opens a new window for the food industry centered around "authenticity, transparency, and cleanliness," with a report predicting that up to 67% of purchasing decisions are influenced by "clean labels" [1] - Companies that have obtained authoritative certifications are reaping market rewards, as seen with Baixiang Dumplings, whose black pork series became a top seller on Douyin after receiving dual "clean label" certifications [1] - Upstream supply chain companies are also experiencing a revaluation of their worth, exemplified by Ningxia Yipin Biotechnology, which gained FDA and BRC certifications for its corn sauce powder, enhancing its value as a reliable partner for downstream companies [1] Industry Analysis - The "clean label" certification reflects a comprehensive strength of companies in raw material control, production processes, and traceability systems, driven by both policy and consumer demand [2] - This industry upgrade is filtering out future leaders and becoming an important dimension for capital to assess companies' sustainable development capabilities [2]