甘 四 节 气 织 经 纬 , 山 河 万 象 话 财 经 器 08 電 07 体重管理中心 世界卫生组织将肥胖定义为一种慢性代谢性疾病，肥胖不仅影响个人健康，更带来沉重的经济负担。世界肥胖联盟预测，如不 采取行动，超重和肥胖对全球经济的影响到2035年将达到每年4.32万亿美元。在我国，肥胖相关疾病导致的医疗支出同样不容小 觑，有研究预测，到2030年我国归因于超重肥胖的医疗费用将达到4180亿元人民币。 我国减重市场潜力如何？"减重经济"催生了哪些消费新场景？体重管理赛道里有哪些机遇和挑战？本期《财经二十四节气》带 你看。 01 中国超重肥胖成年人超五成 "减重经济"迎千亿级风口 肥胖，正成为困扰国人健康的一大问题。据《中国居民营养与慢性病状况报告(2020)》，2018年我国成人超重率34.3%、肥胖率 16.4%。这意味着，中国每两个成年人中就有一个超重或肥胖。青少年肥胖问题同样不容乐观，6—17岁儿童青少年超重率和肥 胖率分别为11.1%和7.9%，并呈逐年递增趋势。 国家卫健委发布的《体重管理指导原则（2024年版）》指出，有研究预测，若该趋势得不到有效遏制，2030年我国成人、儿童 超重肥胖率将 ...

Core Viewpoint - The article discusses the burgeoning "weight loss economy" in China, highlighting the significant market potential and emerging consumer trends driven by rising obesity rates and government initiatives aimed at weight management [4][8]. Group 1: Market Potential - Over 50% of Chinese adults are overweight or obese, with predictions indicating that by 2030, adult and child obesity rates could reach 70.5% and 31.8% respectively [5][8]. - The weight management market in China is projected to reach 326 billion yuan in 2023, indicating a substantial growth opportunity [9]. Group 2: Emerging Consumer Trends - The demand for healthy meal replacements and low-calorie foods is increasing, with the share of healthy meal orders in the food delivery market expected to rise from 12% in 2020 to 25% by 2025 [11]. - The fitness industry is also experiencing growth, with a 31.6% increase in searches for gym memberships and a 96.9% increase for 24-hour self-service gym passes since June [11]. - The weight loss drug market is anticipated to grow to 8.7 billion yuan by 2025 and 14.9 billion yuan by 2030, with GLP-1 drugs gaining significant attention [12]. Group 3: Opportunities and Challenges - Despite the growth, the industry faces challenges such as lack of verification and excessive marketing claims, with over 20,000 complaints related to weight loss products reported [19][21]. - There is a shift in consumer preferences towards medically guided, nutritionally balanced, and sustainable weight loss solutions, indicating a potential for more regulated and effective offerings in the future [21].

Group 1 - The core viewpoint of the article highlights the growing trend of the "weight loss economy" in China, driven by increasing obesity rates and government initiatives aimed at promoting weight management [3][6][15] - Over 50% of Chinese adults are overweight or obese, with predictions indicating that by 2030, the rates could rise to 70.5% for adults and 31.8% for children [3][6] - The market for weight management in China is projected to reach 326 billion yuan in 2025, indicating significant growth potential [6][8] Group 2 - The weight management sector is experiencing a surge in diverse consumer scenarios, including the rise of healthy meal replacements and fitness services [8][9] - The healthy meal replacement market is expected to exceed 120 billion yuan by 2025, with a compound annual growth rate of 29.3% [8] - The weight loss drug market is also expanding, with projections of reaching 8.7 billion yuan by 2025 and 14.9 billion yuan by 2030 [9] Group 3 - The "Weight Management Year" initiative has led to the establishment of specialized weight management clinics across various medical institutions, integrating services like dietary guidance and psychological counseling [12] - Despite the industry's growth, challenges such as lack of verification and excessive marketing claims have emerged, leading to numerous consumer complaints [15][17] - There is a shift in consumer preferences towards medically guided, nutritionally balanced, and sustainable weight loss solutions [17][18]

Group 1 - The core viewpoint is that the "weight loss economy" is emerging as a new driving force for consumption growth, extending from fitness to a full industry chain, driven by rising health awareness and supportive policies [1][2] - The "weight loss economy" encompasses various sectors including weight loss services, products, and sports events, creating a comprehensive consumption ecosystem [1][2] - There is a notable increase in fitness participation, with the emergence of 24-hour gyms and indoor climbing facilities, as well as online fitness platforms offering live courses and coaching [1][2] Group 2 - The demand side of the "weight loss economy" stimulates growth across multiple segments such as healthy eating, sports apparel, and travel, enriching both online and offline consumption scenarios [2] - The supply side sees a rise in personalized, intelligent, and high-quality weight loss products and services, prompting companies to enhance R&D and innovate, thereby boosting overall industry competitiveness [2] - During the recent "May Day" holiday, various cities issued sports consumption vouchers to encourage public participation in fitness, with significant savings reported by consumers [2][3] Group 3 - Sports consumption vouchers are playing a crucial role in promoting the sports industry, stimulating domestic demand, and fostering economic growth, while also attracting new customers to sports venues [3] - The issuance of sports consumption vouchers across the country is expected to expand the sports consumption market and lead urban sports industries into a phase of healthy development [3] - The "weight loss economy" is anticipated to continue stimulating consumer enthusiasm and market expansion, driven by the incentives provided by sports consumption vouchers [3]