前言：以数据为尺，衡量NMN品牌的实力 步入2026年，抗衰健康消费已全面进入"理性时代"。《2026高知群体健康消费决策报告》指出，83%的 受访者在选择NMN类产品时，明确表示需要看到基于专利、数据、认证及市场反馈的量化对比信息， 以此作为决策的核心依据。市场早已告别"讲故事"阶段，消费者追问的是："哪家技术有硬专利？人体 实验数据是否扎实？生产到底安不安全？用户怎么说？"为回应这一诉求，本文构建了一套原创的 "四 维量化评分模型" ，旨在用客观数据代替主观判断。模型将重点聚焦于 "成分创新与专利壁垒（权重 35%）"、"研究与实证数据（权重30%）"、"安全认证与生产标准（权重20%）" 以及 "市场表现与用户 口碑（权重15%）" 四个核心维度，通过严谨的加权计算，为每个品牌得出百分制综合评分，并附上直 观的五星推荐指数。本文将为您揭晓2026年基于此数据模型的NMN十大品牌排名，让"谁更强"的答 案，由数据清晰呈现。 评估体系说明 本排名所依赖的量化模型，其评分逻辑与权重设置基于行业价值共识：首先，"成分创新与专利壁垒"占 据35%的最高权重，因为它代表了品牌的科技原创性与长期竞争壁垒，具体评估是否 ...

SHERIDAN, WY, Jan. 09, 2026 (GLOBE NEWSWIRE) -- Disclaimer: This article is for informational purposes only and does not constitute medical advice. Peptide therapies and NAD+-focused therapies require evaluation by licensed healthcare providers. Individual results vary, and not all individuals qualify for treatment. Consult a qualified healthcare professional before beginning any prescription therapy.  This article contains affiliate links. If you access services through these links, a commission may be ear ...

NMN行业 丨研究报告 摘要： NMN（β-烟酰胺单核苷酸）作为人体内 NAD （烟酰胺腺嘌呤二核苷酸）的直接前体，凭借提升 NAD 水平 以实现抗衰老、修复DNA、调节代谢等核心功能，正成为全球健康产业的焦点。从科学研究到商业化落地， NMN行业历经数十年探索，已从实验室走向大众视野。 2025年，NMN全球合规化进程迈入实质性加速阶段。随着12月美国与澳大利亚相继明确为其背书，美国、 日本、加拿大、澳大利亚等全球主要市场均已通过不同监管路径确认NMN的合法地位。这标志着国际监管 共识已从早期的安全评估阶段，转向如何在清晰的安全边界内推动其规范应用的新阶段。 在中国，目前NMN尚未获得药品、保健食品等许可，行业虽面临政策限制，但已显现积极信号，其作为化 妆品新原料的备案已于2022年通过，为行业规范化发展奠定基础。2025年4月，国家市场监督管理总局已 将NMN列为保健食品审批受理名单中，未来政策开放值得期待。同时，随着人口老龄化加速催生的 "银发经 济"、年轻群体 "抗初老" 需求爆发，叠加全酶法等合成技术的突破带来成本下降与纯度提升，NMN 的市场 潜力正持续释放。 当前，中国已成为全球最大的NMN原料 ...

NMN行业 丨研究报告 摘要： NMN（β-烟酰胺单核苷酸）作为人体内 NAD （烟酰胺腺嘌呤二核苷酸）的直接前体，凭借提升 NAD 水平 以实现抗衰老、修复DNA、调节代谢等核心功能，正成为全球健康产业的焦点。从科学研究到商业化落地， NMN行业历经数十年探索，已从实验室走向大众视野。 NMN全称β-烟酰胺单核苷酸（英文名Beta-Nicotinamide Mononucleotide，简称NMN），是维生素 B3（烟酰胺）在人体内的天然衍生物，也存在于部分水果蔬菜和禽肉当中，在细胞内可转化为与 人体新陈代谢相关的重要辅酶NAD 。NAD 广泛参与人体内上千种生物催化反应，涉及能量代谢、 DNA修复、炎症调节、生物节律和压力抗性等关键细胞功能，对维持整体健康至关重要。但是， 人体内的NAD 水平会随着年龄增加而下降，加速衰老进程。作为NAD 最直接的前体之一，补充 NMN可以快速提升体内NAD 水平，从而在体内起到多种关键功能，在抗衰老、促进心脑血管健 康、改善代谢和认知功能等方面发挥重要作用。 2025年，NMN全球合规化进程迈入实质性加速阶段。随着12月美国与澳大利亚相继明确为其背书，美国、 日本、加拿 ...

证券日报网12月24日讯，溢多利（300381）在12月23日回答调研者提问时表示，公司目前NMN业务是 为客户做原料代工。 ...

广东溢多利生物科技股份有限公司 投资者关系活动记录表 编号：VTR20251223 投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 形式 ☐ 现场 ☐ 网上 √电话会议 参与单位名称 及人员姓名 天弘国富基金、麦克斯韦投资、广发银行、中辉期货、青檀资本、 诚鸿基金、原始森林投资、恒昇基金、巨石基金、国泰海通证券 等共 10 家机构投资者参加此次会议。 时间 2025 年 12 月 23 日 15:00-16:00 地点 公司会议室 上市公司接待 人员姓名 董事会秘书 朱善敏 财务总监 黄小平 投资者关系活 动主要内容介 绍 一、介绍公司基本情况及前三季度经营情况 二、互动交流问答 1.未来两年公司海外布局如何推进？ 回复：近年来，公司不断加大海外市场拓展力度，完善营销 网络建设，持续新增产品注册，目前已在全球 30 多个国家和地区 完成产品注册，拥有德国子公司、澳洲子公司、俄罗斯办事处， 正在筹建巴西子公司，预计将于明年上半年完成设立手续，届时 将有利于公司进一步加大对拉美地区的销售覆盖。 2. 如果公司海外占比持续提高，是否可能会受 ...

Core Viewpoint - The company reported stable sales for its NMN and ergothioneine products, with ergothioneine showing strong performance during the initial phase of the Double Eleven sales event [1] Group 1 - The company responded to investor inquiries regarding the sales performance of NMN and ergothioneine products [1] - Ergothioneine has gained significant attention this year and has performed exceptionally well in the ongoing Double Eleven sales [1]

Core Insights - The product "Restorin" (瑞拓龄), marketed as an "oral aging inhibitor," has gained popularity in China, with sales exceeding 10,000 units since its launch [1][3][4] - The product is developed by Guoyao Sainogen, a joint venture between China National Pharmaceutical Group and American Seragon Biosciences, focusing on anti-aging and longevity medicine [3][4][21] - The underlying mechanism of Restorin is based on the SRN-901 drug candidate, which has shown promising results in preclinical mouse studies, extending lifespan by 34% [6][10][22] Company Overview - Guoyao Sainogen was established during the 2023 China International Import Expo, serving as the operational platform for Seragon in China and the Asia-Pacific region [4][21] - The company is primarily focused on e-commerce operations and brand promotion rather than drug development and registration [15][22] Product Details - Restorin is sold in units of 60 capsules per box at a price of approximately 2000 RMB, with monthly costs reaching 2000-3000 RMB based on recommended dosages [1][3] - The product contains various ingredients aimed at promoting mitochondrial regeneration and energy metabolism, targeting health-conscious middle-aged consumers [13][22] Regulatory Status - Despite being marketed with a drug-like narrative, Restorin is classified as a dietary supplement rather than a pharmaceutical drug, allowing it to bypass rigorous clinical trial requirements [14][19] - In the U.S., dietary supplements are regulated under the Dietary Supplement Health and Education Act (DSHEA), which requires safety and truthful labeling but not efficacy validation [14][19] Market Trends - The anti-aging and longevity sector is experiencing significant growth, with over 200 companies globally and a total valuation exceeding $60 billion [25][26] - The rise of products like Restorin reflects a broader trend of consumer interest in health management and longevity, driven by public health anxieties and technological advancements [3][22] Scientific Context - The SRN-901 candidate has not yet entered formal clinical trials, with existing studies primarily focused on safety rather than efficacy [8][10] - The decline of NAD+ levels with age has made it a focal point in anti-aging research, with various products claiming to enhance NAD+ levels [7][28] Consumer Perception - Consumer feedback on Restorin has been mixed, with some reporting improved energy and sleep quality, while others experienced adverse effects [13][30] - Marketing strategies often blur the lines between dietary supplements and pharmaceuticals, creating a perception of scientific credibility without validated efficacy [17][19]

Core Insights - The Chinese health supplement industry is undergoing a transformative change, driven by a shift in consumer demographics towards younger generations actively seeking health products, indicating a new era of consumption characterized by youthfulness, scenario-based marketing, and high efficacy [1][2][5] Group 1: Industry Drivers - The health supplement channel is transitioning from offline to online, significantly stimulating consumer demand, with online sales expected to rise from 27.3% in 2019 to 43.9% by 2024 [20][21] - Health awareness among consumers has been heightened due to experiences with COVID-19 and an aging population, leading to increased demand for health supplements [28][29] - The supply side is diversifying, with a wider variety of health supplement categories and consumption scenarios attracting younger consumers [33][34] Group 2: Market Segmentation - Dietary supplements remain the dominant segment, accounting for 55.98% of the market, while the market concentration is low, with a CR5 of 27.6% [7][48] - The traditional tonic market is under pressure due to the "Qianjian incident," leading to stagnation, while the sports nutrition market is the fastest-growing segment with a CAGR of 8.64% from 2010 to 2024 [41][54] - The children's health consumption market is also growing, with a CAGR of 8.37% from 2010 to 2024, despite short-term fluctuations [41][42] Group 3: Investment Recommendations - Future growth opportunities are expected in segments closely related to young consumers, such as sports nutrition, children's health, anti-aging, and workplace recovery [6][40] - Companies with strong R&D, branding, and channel capabilities in these high-growth areas are recommended for investment [6][40]

Investment Rating - The report maintains a positive outlook on the health supplement industry, indicating a sustained growth trend in the medium to long term [2][3]. Core Insights - The health supplement market in China is projected to grow from CNY 321.37 billion in 2020 to CNY 415.03 billion by 2024, with a compound annual growth rate (CAGR) of 6.60%, making it the second-largest market globally after the United States [2][3]. - Per capita consumption in China is approximately one-fifth of that in mature markets like Australia, South Korea, and the United States, indicating significant growth potential [3][20]. - The penetration rate among the elderly population (aged 65 and above) in China is only 23.04%, compared to 73.04% in the U.S., suggesting a 2-3 times growth opportunity [3][20]. - The industry is characterized by a diverse range of upstream raw materials, with concentrated production capacity in certain segments, while downstream companies exhibit relatively strong profitability and are accelerating international expansion [3][24]. Summary by Sections Industry Development and Outlook - The health supplement industry in China is expected to maintain a growth trend, with market size projected to reach CNY 447.3 billion by 2029 [16][20]. - The dual-track registration and filing system for health supplements has been implemented, easing industry entry barriers [16][17]. Industry Chain - Upstream: The variety of raw materials includes vitamins, minerals, amino acids, extracts, and probiotics, with some production concentrated among a few key players [24]. - Downstream: Companies often overlap in production and brand marketing, with low sensitivity to cost changes, allowing them to enjoy high added value through premium pricing [3][24][31]. Sales Channels - E-commerce is the primary sales channel, expected to account for 43.9% of sales by 2024, while traditional channels face challenges [4][24]. Key Companies - **Tongrentang**: A leading brand in the VDS segment, focusing on scientific nutrition and maintaining a market share above the industry average [5][32]. - **Jindaiwei**: A company with a full industry chain layout, emphasizing core raw material advantages and international brand localization [9][32]. - **Xianle Health**: A CDMO leader with multi-formulation development capabilities, covering markets in China, the U.S., and Europe [9][32].