虽然现在欧包开始逐渐被越来越多人接受，但中国大部分消费者，或者从整个东亚来说，对于面包 的普遍追求依然是：蓬松、柔软、入口即化的质感。 但是欧包只用4款配料可以做出香脆的法棍，软面包却很难仅仅用面粉、黄油、水和糖、酵母这几个 简单配料就做出符合复杂口感要求、又看起来颜值过关、又柔软蓬松有食欲的产品。 当你追求清洁标签、减少添加剂，又要追着消费者的口感体验、视觉体验跑时，很快就能体验到真 实的研发痛苦—— "配方越来越难调，产品越来越难控"。 这时候，一个你可能已经用过、但还不够了解的幕后玩家可以登场了： 酶制剂—— 它不是什么"新晋爆款"，但在烘焙产品结构升级的今天，它的重要性正被重新认识。 酶制剂，这名字听起来好像是科技与狠活。 还真不是。 酶制剂并非什么高深"黑科技"，而是一种 催化性的蛋白质。 它从 植物 / 动物 / 微生物中进行提取 ，然后经过发酵→纯化→干燥→标准化/混合等一系列步骤生产成可以符合面包使用的 加工助剂 （ 即用量低微，只在面包加工过程中产生作用，而在成品中没有任何功能 ）。 早在欧洲开启工业烘焙时代，它就已是烘焙行业的标配。在当前去化学添加剂、强调产品天然感、 提升产品复购力的烘焙 ...

Core Insights - The baking enzyme preparation industry in China is experiencing rapid growth driven by the expanding market for baked goods and increasing consumer demand for healthy, functional products, particularly low-sugar and high-fiber options [1][14] - The market size of China's baking enzyme preparation industry is projected to reach approximately 2.15 billion yuan in 2024, with a year-on-year growth of 15%, and is expected to further grow to 2.48 billion yuan by 2025 [14] - The industry is characterized by a complete supply chain, including upstream raw material supply, midstream production, and downstream applications, with significant advancements in technology and product innovation [6][12] Industry Overview - Baking enzyme preparations are natural protein catalysts extracted through biotechnology, aimed at improving the quality, processing performance, and nutritional value of baked goods [2][3] - These enzymes enhance dough extensibility, fermentation efficiency, delay aging, and optimize texture by breaking down components such as starch, protein, or cellulose [2][3] - The main types of baking enzymes include amylases, proteases, xylanases, lipases, and glucose oxidases, sourced from microorganisms or plants, known for their efficiency and safety [2][3] Market Dynamics - The retail market for baked goods in China is expected to reach 611.07 billion yuan in 2024, growing at a rate of 8.8%, with health-oriented and scenario-based products becoming new consumer hotspots [8] - The number of baking stores in China is projected to increase from 285,000 in 2020 to 338,000 by 2025, although the annual growth rate has slowed from 5.6% to 0.6% [10] - The enzyme preparation industry is expected to produce 2.074 million tons in 2024, reflecting a year-on-year growth of 7.5%, with food industry applications maintaining a 42.3% market share [12][14] Competitive Landscape - The baking enzyme preparation industry in China is characterized by a competitive landscape where international giants dominate the high-end market, while domestic companies are rapidly catching up [18][20] - Major international brands like Novozymes and Genencor lead the high-end market, while domestic firms such as Yidoli and Blue Biological are making strides in basic enzyme products and gradually moving into high-end fields [18][20] - The market concentration is increasing, with the East China region accounting for over 60% of the market share, driven by technological advancements and economies of scale [18][20] Development Trends - The industry is evolving towards high-end technology, health sustainability, and global market integration, with innovations in biotechnology driving the development of efficient and stable enzyme preparations [23][24] - There is a growing demand for functional enzyme preparations that cater to health-conscious consumers, with a shift towards low-sensitivity and high-fiber products [24] - The domestic market is expanding, particularly in the eastern regions, while companies are also establishing production facilities in Southeast Asia to leverage local resources and reduce costs [25]

今天参加电话会议的还有集团董事会主席孟建格先生集团轮值首席执行官邵雅惠女士几岁生命科学事业群总裁陈瑞博士百思节总经理白起博士以及彭博生物首席执行官何璋先生在今天电话会上我们将对未来的希望计划和前景以及非历史事实的内容做出相关陈述这些陈述可能构成潜在性声明 由于各种重要的风险因素和不断变化的市场状况实际结果可能和这些前瞻性声明表明的结果存在一定差异我们不会承担公开更新任何前瞻性陈述的义务在今天的电话会议上赵总将会和大家分享2024年公司业务亮点我将向大家汇报集团财务表现和2025年业绩指引最后我们将开放问答本次会议的 录音回放以及发言稿将会在会后上传至公司官方网站的投资者关系专栏以便大家查阅接下来有请邵总谢谢石牛非常感谢大家参加今天的业绩发布会2024年在复杂的政治经济大环境之下G3各业务板块保持了极强的韧性并继续取得突破尽管2024年上半年我们的生命科学业务受到了地缘政治等因素以冲击 但在下半年凭借着多年以来与客户建立的信任及我们优质的服务与交互能力让更多全球客户坚定的选择了我们更加可喜的是作为占生命科学输入约25%的蛋白业务依托于我们基因与蛋白业务协同发展的战略及平台能力的持续提升取得了极为优异的增长也证明 ...