Workflow
运德素
icon
Search documents
北交所消费服务产业跟踪第二十六期:重组胶原蛋白赛道景气度较高,北交所相关标的有锦波生物和三元基因
Hua Yuan Zheng Quan· 2025-08-11 06:24
Group 1: Industry Overview - The recombinant collagen market in China is expected to grow significantly, with retail market size projected to reach CNY 1,145 billion by 2027, reflecting a compound annual growth rate (CAGR) of 41.4% from 2023 to 2027 [3][17][19] - The retail market size for recombinant collagen in 2023 is estimated at CNY 286 billion, with a rapid increase anticipated in the medical aesthetics and functional skincare segments [3][19][20] - The market share of recombinant collagen is expected to surpass that of animal-derived collagen in 2023, reaching 50.5%, and is projected to expand to 62.3% by 2027 [10][11] Group 2: Key Companies - Jinfo Biological is the only company in China with three Class III medical device registration certificates for recombinant collagen, indicating its leading position in the industry [24] - In 2024, Jinfo Biological reported revenue of CNY 1.443 billion, a year-on-year increase of 84.92%, with a net profit of CNY 732 million, reflecting a growth rate of 144.27% [28][32] - Sanyuan Gene, focusing on recombinant collagen products, achieved revenue of CNY 256.54 million in 2024, with a gross margin of 82.16% [29][33]