这是新消费智库第 2 7 1 3 期文章 健康消费 四大 新 趋势， 未来增长 解码 千万级 爆款 单品 背后，是健康消费赛道的四大新趋势，它们正重塑行业格局，引领未来方向。 新消费导读 "吃喝玩乐购，尽在天猫双11" 。 健康 消费 ，正以一种更轻盈、更自在的方式 ， 融入 日常生活 。 作者 ：一诺 来源：新消费智库 从开盖即食的燕窝，到随身测糖的 CGM动态血糖仪，联名破圈的隐形眼镜……这些藏在日常角落里的健康好物，在今年双11集体爆发， 依 托天猫健康的平台势能， 跑出了一批 千万级 "黑马"。 "盒子"里开出来的新潮流 双 11 期间，天猫健康联动 15款年度千万级热销单品加码了「健康惊喜盒子」玩法——提供超万份1元换购产品、百万张大额优惠券，近百 万年轻人回淘为健康"抽盒"。 热门 IP联名彩 瞳、 为高效设 计的四效合一的儿童补剂 、可以随时携带的轻器械、次抛型的医学美护产品 ……成为今年双11最受年轻人欢 迎的"惊喜盒子"。无论是剂型创新还是形态革命，都一定程度上代表了新的健康潮流。 "健康，已融入'吃喝玩乐'日常。"天猫健康营销中心负责人姜夏表示， 健康已经 从功能性补充、疾病治疗，升级为生 ...

从一度沉寂到成群飞翔，三亚爪哇金丝燕种群数量大幅提升 金丝燕为何爱在鹿城"安家" 海南日报全媒体见习记者 陈苡琪 记者 刘杰 秋日的三亚，温暖宜人。伴着几声清脆的鸟鸣，数只褐色的小鸟掠过树梢，自由地翱翔在蓝天之 上。在三亚鹿回头风景区半山腰处的观景平台上，游客王先生举起相机，专注地捕捉着这群"空中舞 者"的身影。作为一名资深的观鸟爱好者，他这趟三亚之行专程为"追鸟"而来。 他追寻的爪哇金丝燕，是国家二级保护动物，以其唾液筑成的珍贵燕窝而闻名于世。这种身长约12 厘米的小型鸟类，通体呈烟褐色，它们一生中的大部分时间在空中度过。然而，就是这样一种充满生命 力的鸟类，在三亚的天空中曾一度沉寂，消失多年。 如今，在各方的合力守护下，这一珍稀鸟类再次归来，三亚金丝燕种群历经了从零到一，再到成千 上万的发展过程。一只只"安家"三亚的金丝燕，在鹿城大地上演着人与自然和谐共生的动人故事。 "山洞"中的新居民 步入位于三亚的一处人工模拟山洞内，光线骤然变得幽暗，空气中弥漫着特有的湿润气息。借着手 机灯光，抬头望去，洞壁上方，一个个半碗状燕窝错落分布。一些燕窝中，两只绒球般的小燕子亲昵地 挤在一起，等待着父母的归来。洞口处，不时 ...

Core Insights - The "Two Countries, Twin Parks" initiative between Malaysia and China is enhancing cross-border collaboration and driving economic growth in both nations [1][5] - The project has led to the establishment of a robust cross-border industrial and supply chain system, significantly improving regional economic cooperation [1][3] Group 1: Project Development - The Malaysia-China Kuantan Industrial Park and the China-Malaysia Qinzhou Industrial Park are expanding their cooperation, focusing on port connectivity and industrial collaboration [1] - New projects in the Kuantan Industrial Park cover sectors such as food, metallurgy, and silicon materials, with plans to introduce AI and green industries [1][3] - The Kuantan Port has established direct shipping routes to Guangxi, significantly reducing transportation times for Southeast Asian tropical fruits and enhancing customs efficiency [2] Group 2: Economic Impact - The cargo throughput between Beibu Gulf Port and Kuantan Port increased by 136% year-on-year, with a focus on chemical products, metal ores, and agricultural products [2] - The Qinzhou Industrial Park has attracted 23 companies, with 13 obtaining qualifications for importing raw bird's nests, showcasing the park's role in the full industrial chain [3] - The completion of the integrated refining and chemical project at Qinzhou Port is expected to enhance the green chemical new materials industry cluster, benefiting downstream industries [3] Group 3: Future Prospects - The "Two Countries, Twin Parks" model is evolving from point-to-point cooperation to chain-to-chain collaboration, expanding its industrial reach and operational capabilities [4] - Recent investment agreements signed during the China-ASEAN Expo cover various sectors, including AI, food processing, logistics, and new energy materials, injecting new momentum into the initiative [3][4]

Core Insights - Thailand's trade with China reached $108.64 billion in the first nine months of 2025, marking a 28.1% increase, with Thai exports amounting to $30.67 billion, up 16.1%, indicating significant growth potential for Thai products in the Chinese market [1][1][1] Group 1: Trade Performance - China remains Thailand's largest market, with a substantial increase in trade volume [1] - The growth in Thai exports to China reflects the strong demand for Thai goods [1] Group 2: Product Categories with Market Potential - Agricultural and food products, including rice, fruits (such as durian, mango, and mangosteen), processed foods, ready-to-eat meals, and seasonings, show significant market potential in China [1] - Pet-related products, including pet food and care items, align with the growing trend of pet ownership in China [1] - Health and beauty products, such as bird's nest, plant protein, coconut water, spa products, and health services, are gaining traction [1] - Eco-friendly and sustainable products, including biodegradable packaging, organic cosmetics, recycled clothing, natural home decor, and eco-tourism, are increasingly popular [1] - Innovative and digital content products, such as intellectual property products, films, games, and animations, present new opportunities [1]

Core Insights - The health consumption sector has seen significant growth overseas during the Double 11 shopping festival, with a double-digit increase in transactions since the promotion began on October 20 [1] - Traditional Chinese health products have become a unique selling point for Taobao, appealing to overseas consumers and reflecting a growing interest in Eastern health philosophies [1][2] Group 1: Market Performance - The health consumption market is valued at over $10 billion and continues to grow rapidly on a global scale [1] - Key product categories such as dietary supplements, home medical devices, contact lenses, and traditional health products have all performed well [1] - The search volume for health-related keywords has surged, with terms rooted in traditional Chinese medicine like "dampness removal," "warming the womb," "spleen strengthening," "kidney replenishment," and "black hair" being the top five demands from overseas users [1] Group 2: Regional Preferences - Consumers in Hong Kong, with a rich culture of health supplements, accounted for over one-third of the sales, favoring products like ganoderma, fish maw, and bird's nest [2] - North America, particularly Canada, has emerged as a potential "health powerhouse" with over 20% year-on-year growth, driven by local Chinese communities and those interested in Eastern culture [2] Group 3: Brand and Supply Chain Developments - Traditional brands are revitalizing through Taobao's overseas expansion, with established brands like Lei Yun Shang reporting nearly 40% year-on-year growth since joining the platform [2] - The trend towards ready-to-eat health products is rising, catering to busy professionals who prefer convenience [2] - Alibaba Health has entered the overseas market during Double 11, adding nearly 150,000 quality products, which may set a benchmark for the health industry’s international expansion [2] Group 4: Global Strategy - Taobao is aggressively pursuing globalization, launching its Double 11 campaign in 20 countries and regions with marketing subsidies of 1 billion yuan to help 100,000 merchants double their overseas sales [2] - "Chinese health culture" is evolving into a modern, convenient lifestyle choice that resonates with global consumer needs [2]

Core Insights - The health consumption sector has seen double-digit growth in overseas transactions during the first week of the Double 11 shopping festival, with traditional Chinese health products becoming a unique selling point for Taobao [1][3] - The global health consumption market is valued at over $100 billion and continues to grow rapidly, with a significant increase in search volume for health-related keywords rooted in traditional Chinese medicine [1][3] Group 1: Market Trends - Key categories driving overseas sales include dietary supplements, home medical devices, contact lenses, and traditional health products, with "Chinese health preservation" emerging as a prominent trend [1][3] - The top five health-related search terms among overseas users reflect a growing interest in Eastern health philosophies, indicating a shift in consumer preferences [1][3] Group 2: Regional Insights - In Hong Kong, over one-third of health products sold are traditional supplements, with popular items including Lingzhi, fish maw, and bird's nest [3] - North America, particularly Canada, has shown over 20% year-on-year growth in health product sales, driven by local Chinese communities and consumers interested in Eastern culture [3] Group 3: Brand and Supply Chain Developments - Established brands like Lei Yun Shang have reported nearly 40% year-on-year growth in overseas sales since joining Taobao's international expansion plan, with ready-to-eat health products gaining popularity [4] - Alibaba Health has expanded its offerings by adding nearly 150,000 quality products to the overseas market, aiming to leverage its experience in the domestic health supply chain [4] Group 4: Global Expansion Efforts - Taobao is intensifying its global strategy, launching the Double 11 event in 20 countries and regions with a marketing budget of 1 billion yuan to help 100,000 merchants double their overseas sales [5] - The modernized approach to "Chinese health preservation" is being positioned as a practical and accessible lifestyle choice for global consumers [5]

Core Points - The national standard for food traceability system evaluation (GB/T 46453—2025) has been officially released, with Yan Zhi Wu being the only nest industry company involved in its formulation [1] - Yan Zhi Wu has integrated its extensive experience in quality and safety control throughout the entire nest industry chain into the standard development process [1] - The company has established a product traceability system that covers the entire lifecycle, adhering to the highest requirements of the new national standard [1] Industry Standards - Yan Zhi Wu has led the drafting and release of two industry standards in the nest industry, including the first domestic standard for nest quality grading in 2014, which ended the long-standing lack of standards in the industry [1] - In 2023, the company also led the drafting of the first industry standard for nest products, filling a significant gap in the standards for nest products in China [1] - Since 2014, in addition to the two major industry standards, Yan Zhi Wu has participated in drafting one testing method industry standard and 24 group standards [1]

Group 1: Meituan's Health Initiative - Meituan has launched a "Health Double Eleven" campaign featuring special medical foods and health supplements, responding to a nearly 40% increase in related search volume on its platform [1] - The campaign includes products like Ejiao and bird's nest, along with special medical foods such as Ai Er Shu and Tai Min Shu, and offers significant discount coupons to users [1] - Users purchasing special medical foods can join a community for exclusive nutritionist consultations and additional discounts [1] Group 2: Qingdao Beer Financial Performance - Qingdao Beer reported a third-quarter net profit of 1.37 billion yuan, representing a year-on-year increase of 1.62% [2] - The company's revenue for the third quarter was 8.876 billion yuan, showing a slight decline of 0.17% compared to the previous year [2] Group 3: Changchun High-tech's Clinical Trial Approval - Changchun High-tech's subsidiary, GenSci, received approval for the clinical trial application of GenSci098 injection, which has potential for treating diffuse toxic goiter [3] - This approval is expected to facilitate the clinical development of the product for the target population [3] Group 4: Kingsoft Office Financial Performance - Kingsoft Office reported a third-quarter net profit of 431 million yuan, marking a year-on-year increase of 35.42% [4] - The company's revenue for the third quarter was 1.521 billion yuan, reflecting a growth of 25.33% year-on-year [4] Group 5: Foreign Exchange and Trade Statistics - In the first three quarters, China's foreign exchange receipts and payments reached 11.6 trillion USD, setting a record for the same period [5] - The foreign exchange market transaction volume is projected to grow by 37% in 2024 compared to 2020, with foreign exchange receipts increasing by 64% over the same period [5] Group 6: Three Squirrels Financial Performance - Three Squirrels reported a third-quarter net profit of 22.27 million yuan, which is a significant decline of 56.79% year-on-year [6] - The company's revenue for the third quarter was 2.281 billion yuan, showing an increase of 8.91% compared to the previous year [6] Group 7: Hengrui Medicine Financial Performance - Hengrui Medicine's third-quarter revenue was 7.427 billion yuan, reflecting a year-on-year growth of 12.72% [6] - The net profit for the third quarter was 1.301 billion yuan, which is a 9.53% increase year-on-year [6] Group 8: Anta Sports Retail Performance - Anta Sports reported low single-digit growth in retail sales for its Anta and FILA brands in the third quarter [9] - Other brands under the company achieved a significant retail sales growth of 45-50% year-on-year [9] Group 9: National Airlines Aircraft Purchase - National Airlines announced plans to purchase six A350F cargo aircraft from Airbus, with an option for four additional aircraft [10] - The total value of the aircraft, based on the January 2024 catalog price, is approximately 4.65 billion USD per unit, with potential discounts negotiated [10] Group 10: Investment and Financing Activities - Guoyi Quantum has completed a new round of strategic financing led by Hefei Xingtai Capital, aimed at enhancing its R&D capabilities in quantum computing and related fields [10] - Song Yang has replaced Shao Jingping as the head of JD Retail's marketing center, following Shao's departure for personal reasons [7] Group 11: New Product Launch by Meituan - Meituan's LongCat team has released and open-sourced the LongCat-Video video generation model, achieving state-of-the-art results in video generation tasks [10] - The model aims to enhance capabilities in various applications, including autonomous driving and interactive business scenarios [10] Group 12: Regulatory Changes in Foreign Investment - The China Securities Regulatory Commission has introduced a green channel and simplified processes for foreign institutional investors, including sovereign funds and pension funds [11]

Core Insights - The 2025 Third Hainan International Tropical Ingredients Supply Chain Expo concluded successfully, showcasing a total exhibition area of 50,100 square meters and attracting over 50 countries and regions, with total transaction value exceeding 1.258 billion yuan [1][17] - The expo introduced an innovative "Five Major Selling" service system, extending services beyond the event duration, marking a new phase of continuous industry support [1][16] Industry Highlights - The expo attracted 486 high-quality domestic and international enterprises, with international exhibitors accounting for 32.7%, featuring major global food companies and leading domestic brands [3][5] - Unique products from Southeast Asian countries were showcased, emphasizing Hainan's role as a bridge between China and Southeast Asia in tropical agricultural trade [5] Key Features - The introduction of dedicated industry zones, such as the "Coconut Full Industry Chain Exhibition Area" and "Hainan Intangible Cultural Heritage Vinegar Industry Zone," highlighted the upgrade from local specialties to branded products [8] - The "Golden Coconut Award" competition recognized top-quality products, establishing benchmarks for market quality [10] Economic Impact - The expo attracted 137,000 visitors and 1,867 professional buyers, leading to a 23% increase in surrounding industry consumption, demonstrating significant social and economic benefits [17] - A total of 280 companies have established year-round "selling" cooperation frameworks with the organizing committee, indicating sustained value beyond the event [17] Future Outlook - The success of the expo reflects the advantages of Hainan's free trade port policies and industry potential, with the "Five Major Selling" system set to continue supporting the global tropical ingredients industry [19] - The fourth edition of the expo is scheduled for October 2026, inviting global industry partners to collaborate for a brighter future in the tropical ingredients sector [21]

Core Insights - The 2025 Shenzhen International Health and Nutrition Products Exhibition (HNC) will take place from December 16-18, 2025, at the Shenzhen International Convention and Exhibition Center, highlighting the rapid growth of the health industry driven by national strategies and public demand [1][2] - The health industry in China is projected to exceed 18 trillion yuan by 2025, with an annual compound growth rate of over 9.5%, particularly in sectors like nutrition, health food, anti-aging, and beauty [1][2] Industry Overview - The health industry is experiencing a golden period of rapid development, supported by a multi-layered policy framework established since the release of the "Healthy China 2030" plan [1][2] - The exhibition aims to create a high-level platform for innovation, resource connection, and trend insights, facilitating the transformation of policy dividends into market dynamics [2][7] Exhibition Highlights - The HNC exhibition will feature over 2,500 leading global companies and is expected to attract more than 150,000 professional buyers, creating a "super ecosystem" across six major fields including nutrition, health, lifestyle, and hospitality [2][10] - The event will integrate various health industry resources, offering specialized zones for different product categories and regional characteristics, providing a one-stop global procurement channel [6][10] Product Focus - The exhibition will emphasize "upgrading consumer demand" and "technological transformation," showcasing a wide range of health products including dietary supplements, functional foods, and traditional Chinese medicinal products [4][5] - Special attention will be given to the integration of traditional health wisdom with modern biotechnology, particularly in the food therapy and beauty sectors [5][6] Industry Trends and Forums - A series of thematic forums and discussions will be held, featuring industry experts and representatives from professional associations to address key issues and opportunities in the health sector [7][8] - The event will also explore new marketing strategies and innovative approaches to product development, aiming to enhance the operational efficiency and marketing capabilities of participating companies [8][10]