内容概要：随着国民收入水平的持续提升，护肤消费正从基础保湿向功效型护理加速转型，尤其是近几 年，随着抗初老观念的普及，"抗衰紧致""修复屏障""淡化细纹"等精准化护肤诉求日益突出，胶原蛋白 护肤品凭借保湿、抗衰、屏障修复等多重功效，成为消费者选购抗衰护肤品的核心选择，据统计，2024 年我国胶原蛋白护肤品行业市场规模达316亿元，同比增长21.5%，其中，重组胶原蛋白护肤品凭借高 活性、低致敏性、与人体兼容性强等显著优势，深受"成分党"青睐，已成为行业的主流发展方向，2024 年市场占比达36%。 相关上市企业：巨子生物（02367.HK）、创尔生物（831187.NQ）、锦波生物（920982）、珀莱雅 （603605）、华熙生物（688363）、丸美生物（603983）、福瑞达（600223）、敷尔佳（301371）、水 羊股份（300740） 相关企业：上海百雀羚（集团）有限公司、江苏创健医疗科技股份有限公司、江苏江山聚源生物技术有 限公司、欧莱雅（中国）有限公司、雅诗兰黛（上海）商贸有限公司、资生堂（中国）投资有限公司 关键词：胶原蛋白护肤品行业发展历程、胶原蛋白护肤品市场政策汇总、胶原蛋白护肤品产业 ...

Group 1 - The consumer sector is showing signs of recovery, with the Consumption ETF (159928) gaining 0.23% and achieving a trading volume exceeding 560 million yuan, alongside a net subscription of 54 million units [1] - The Consumption ETF (159928) has reached a scale of over 19.7 billion yuan, leading its peers significantly [1] - The Hong Kong Stock Market's Consumption 50 ETF (159268) rose over 1%, with a trading volume exceeding 30 million yuan, and has seen net inflows for three out of the last five days, accumulating over 2.9 million yuan [3] Group 2 - High-level policies are focusing on boosting domestic demand, with measures implemented from 2023 to 2025 effectively stimulating consumption potential, leading to a steady increase in retail sales [5] - The pet food market is projected to reach 166.8 billion yuan in 2024, growing by 7.54% year-on-year, with cat food dominating the segment [5] - The beauty and skincare market is expected to surpass 430 billion yuan in retail sales by 2024, driven by consumer upgrades and a focus on product efficacy [5] Group 3 - The new-style tea beverage market in China is projected to exceed 400 billion yuan by 2028, with strong consumer demand driving the upstream industry [6] - The secondary dimension derivative market is experiencing rapid growth, expected to reach 168.9 billion yuan in 2024, with a significant portion of users from Generation Z [6] Group 4 - The liquor sector is entering a peak season, with improved sales performance reported by Moutai, and companies are innovating products and seeking channel reforms [7] - The dairy product sector is showing marginal improvements, while the beverage sector is performing well with new product launches [8] - The Consumption ETF (159928) has a significant weight in top stocks, with over 68% of its top ten holdings, including major liquor brands and dairy companies [8]