In the past two years, the development of nutritional fortifiers and special nutritional food industries has been healthy and stable, and major pharmaceutical companies have seized the opportunity to deploy the nutritional fortifier market. Pharmaceutical companies with vitamins as their main business carve up the nutritional fortifier market.

"The scale of the health industry has expanded significantly. Establish a health industry system with a complete system and optimized structure, and form a group of large-scale enterprises with strong innovation capabilities and international competitiveness, and become a pillar industry of the national economy." This is "Healthy China 2030" "One of the strategic goals of the "Planning Outline". With the continuous implementation of relevant industrial policies, new industrial opportunities will be born, and the development space of the nutrition and health industry is huge.

As Chen Junshi, an academician of the Chinese Academy of Engineering, said: "This is a time when the development of the nutrition and health industry couldn't be better."

From the analysis of the current situation, nutritional fortifiers will be a sunrise industry in the next ten or twenty years, and there are many investment opportunities. The industry should seize the opportunity of the implementation of the "Healthy China" national strategy to help the development of the nutrition and health industry.

The orientation and implementation of policies increase the impetus for the development of the industry

China Food Additives and Ingredients Association Nutrition Enhancer and Special Nutrition Food Professional Committee holds an industry annual meeting every two years. The Secretary-General of the Committee, Professor Zhang Zesheng from the School of Food Science and Technology of Tianjin University of Science and Technology, gave a report on the 2014 annual meeting entitled "Strengthening the scientific research and innovation of nutritional fortifiers and promoting the development of the health industry".

At the 2016 annual meeting, Zhang Zesheng recalled when summarizing the work of the industry that the health industry has ushered in a series of major policy benefits in the past two years:

In December 2014, General Secretary Xi Jinping proposed that "without national health, there will be no comprehensive well-off"; in March 2015, Premier Li Keqiang first proposed "building a healthy China" in his government work report; in October 2015, the Fifth Central Committee of the 18th The plenary session first proposed to promote the construction of "Healthy China", and "Healthy China" was elevated to a national strategy; in October 2016, as the grand blueprint and action plan for promoting the construction of "Healthy China" from 2016 to 2030 - the "Healthy China 2030" plan The Outline was officially released.

The favorable policies have added impetus to the development of the industry, and the implementation of the newly revised food safety law, the release of the "Report on Nutrition and Chronic Disease Status of Chinese Residents (2015)", and the "Dietary Nutrient Reference Intake DRIs of Chinese Residents" (2013 Edition) The release of the National Food Safety Standard of Complementary Food and Nutritional Supplements (GB 22570-2014), the formulation of the National Food Safety Standard of Nutritional Supplements for Pregnant Women and Lactating Mothers (GB 31601-2015), the National Food Safety Standard of Food Nutrition The revision and improvement of "Standards for Use of Enhancers" (GB 14880-2012) and the formulation or revision of more national food safety standards for products provide guidance and guarantee for the healthy development of the industry in terms of regulations.

There is also the "National Nutrition Plan (2016-2030)" under development, which is even more exciting to the industry.

It is understood that the "National Nutrition Plan (2016-2030)" aims to improve the national nutrition and health level and reduce the risk of nutrition-related diseases. Based on the national conditions, it sets targets for 2020 and 2030 respectively, and strives to complete the plan through "two steps". Various tasks of the action plan, such as nutrition intervention actions in poverty-stricken areas, nutrition actions in the early 1000 days of life, nutrition improvement actions for students, nutrition improvement actions for the elderly, clinical nutrition actions, balanced diet and national fitness actions, etc.

Action strategies include building a system of laws, policies and standards; strengthening capacity building; strengthening nutrition and food safety monitoring and evaluation; developing a food and nutrition industry with Chinese characteristics; promoting traditional food and nutrition services; building a basic data platform for nutrition and food safety; Popularization of safety knowledge.

Although it is still a draft and the specific content is still being revised, "it is a very clear instruction from the leaders of the State Council to promote the development of the food industry through the implementation of the "National Nutrition Plan". This spirit is very strengthened." Academician Chen Junshi said: "So, this is the time when the development of the nutrition and health industry couldn't be better."

Researcher Ding Gangqiang, director of the Institute of Nutrition and Health of the Chinese Center for Disease Control and Prevention, said that under the new normal of the economy, on the whole, the food industry was actually relatively difficult in 2016, and the output value and sales were declining. The nutrition and health industry will become bigger and stronger, and food companies should be good at finding business opportunities.

Urgent and diverse health needs drive rapid market growth

China's special food market is developing rapidly. The so-called special food includes formula food for special medical purpose, infant formula food and health food.

Teng Jiacai, deputy director of the State Food and Drug Administration, said at an international conference a few days ago that China has the world's largest special food consumption market, with urgent and diverse health needs and huge market development potential. It will be a fertile field for the development of global special diet production enterprises.

At the same time, China's special food industry has the R&D and manufacturing capabilities of the entire industry chain, and has become an important component of the global supply chain in terms of raw material supply and product processing, and the industry volume has leaped to the forefront of the world.

Due to the gradual economic enrichment of Chinese residents, changes in lifestyle and dietary structure have resulted in a high incidence of chronic diseases such as cardiovascular and cerebrovascular diseases and diabetes.

With the improvement of living standards and health awareness of Chinese residents, people's concepts are changing, from eating enough to meet basic physiological needs, to a balanced nutritional intake that is conducive to physical health; The transformation of disease prevention and improvement of health quality is also a trend of economic development to a certain stage and social consumption changes.

Taking nutritional health products as an example, the data in 2015 showed that the market sales of nutritional health products was 185.1 billion yuan, a year-on-year increase of 10.5%, of which sports nutrition health products grew the fastest, reaching 16.29%.

Amway barely maintained its leading position with a market share of 10.9%, and the market shares of Infinitus, Tiens, Perfect, and By-Health rose to 10.2%, 5.1%, 4.6%, and 4.3%, growing rapidly.

In the next few years, the sales revenue of the industry will still maintain a growth trend. According to the analysis of the China Business Industry Research Institute, it is estimated that by 2020, the sales revenue of my country's nutritional and health care products industry will reach 480.3 billion yuan.

For another example, as a healthy drink, functional drinks have been popular in developed countries such as Europe, America and Japan as early as 2000. In recent years, they have emerged in my country, and local brands have also launched their own products. Functional drinks are being loved by more and more consumers, and my country has gradually become a big consumer of functional drinks.

Research by the China Business Industry Research Institute shows that from 2009 to 2015, the average annual compound growth rate of retail sales of my country's functional beverage industry was about 13.3%, and the average annual retail sales growth rate of my country's functional beverages was 16.59%. It is estimated that by 2020, the retail sales will reach 15.037 billion liters, retail sales will reach 163.528 billion yuan.

As an important raw material for nutrition and health food, the development of nutritional fortifiers is also booming.

Zhang Zesheng said that, as upstream vitamin manufacturers, some domestic enterprises already have certain international competitiveness, and vitamin C, vitamin E and vitamin D3 are in the leading position in the world, such as Northeast Pharmaceutical, North China Pharmaceutical, Jiangshan Pharmaceutical and CSPC It controls more than 60% of the world's vitamin C production capacity; about half of the world's vitamin E production capacity is controlled by Xinhecheng and Zhejiang Medicine; Zhejiang Garden and Jindawei's vitamin D3 accounts for half of the world.

Due to the high investment in environmental protection facilities and certain technical barriers in the vitamin industry, the vitamin sub-industry basically shows a monopoly situation, and its price also shows a cyclical fluctuation of "low-high-low". Due to the large price increase of vitamins in the price increase cycle, often more than 100%, the increase in vitamin prices has brought huge profits to manufacturers.

For example, since 2015, the downstream economic cycle has completely opened the price increase channel for vitamin products. The price of folic acid has risen more than 10 times in 2015, while the price of calcium pantothenate has risen more than 5 times so far. Vitamin B1, B2, B6 and other products Affected by various environmental incidents, the operating rate of enterprises has fallen passively, market supply has decreased, and prices have risen rapidly.

From January to June 2016, the operating income of Xinhecheng increased by nearly 20% compared with the same period of the previous year, and the total profit increased by 174.27% compared with the same period of the previous year. Zhejiang Medicine benefited from the increase in the price of vitamin E and vitamin A, as well as the reduction of costs due to internal technical progress and strengthened management. From January to August, it achieved sales of 2.32 billion yuan and a profit of 490 million yuan, an increase of 38% and 95% respectively over the same period last year. about.

Improve relevant regulations and standards to promote the healthy development of the industry

Driven by market demand and policies, it can be expected that the nutrition and health industry will develop steadily. Zhang Zesheng believes that, from the analysis of the current situation, nutritional fortifiers and special nutritional foods will still be a sunrise industry in the next ten or twenty years, and there will be many investment opportunities. The industry should be confident in this and seize the opportunity to implement the "Healthy China" national policy , to help the development of the nutrition and health industry.

Zhang Zesheng pointed out that the industry of nutritional fortifiers and special nutritional foods should strengthen scientific research and innovation of nutritional fortifiers and special nutritional foods.

At present, dietary supplements are very active in global research and are developing rapidly, mainly because the occurrence of chronic diseases is the main mode of today's diseases. Foods with healthy significance should correspond to them and play a role in supplementing and balancing dietary nutrition. . Some natural phytochemicals, new resource foods, special dietary foods, functional ingredients, including functional foods, which can regulate nutritional balance and improve body health, also belong to the development and application of special nutritional foods.

According to the "Report on the Status of Nutrition and Chronic Diseases of Chinese Residents (2015)", the three major nutrients of protein, fat and carbohydrate in the dietary nutrition of Chinese residents are sufficient, energy needs are met, total protein intake is basically the same, and high-quality protein Intake has increased. Some nutrient deficiencies such as calcium, iron, vitamin A, and vitamin D still exist.

The rate of malnutrition among adults was 6.0%, and the rate of anemia among residents aged 6 and over was 9.7%. The rates of anemia among children aged 6-11 and pregnant women were 5.0% and 17.2%, respectively. From these data analysis, vitamins and minerals are the main directions of nutritional fortification in my country.

Therefore, the industry should strengthen the application research and promotion of nutritional fortifiers, strengthen the publicity and popularization of fortified foods beneficial to human health, and promote the application of nutritional fortifiers such as vitamins and minerals in the nutrition improvement work of children and rural students in poverty-stricken areas. Production and sales of nutritional supplements.

At the same time, the industry must actively participate in the formulation and revision of relevant national standards. The overall policy environment is undoubtedly optimistic, but the current lack and lag in nutrition-related regulations and standards is also a real pain in the development of the industry.

Taking compound nutritional fortifiers as an example, it saves a lot of manpower and material resources for downstream enterprises, greatly reduces the error rate, and greatly reduces food safety risks. Supplements and formula foods for special medical purposes are also increasingly used. At present, the research and application of compound nutritional fortifiers in my country are in an international leading position. However, there is still a lot of work to be done in compounding nutritional fortifiers.

According to Dong Haoyu, manager of the quality department of Beijing Jinkangpu Food Technology Co., Ltd., some important additive monomers in the "National Food Safety Standard for the Use of Food Nutrition Enhancers" (GB14880-2012), such as biotin, choline, iron pyrophosphate, There is still no national standard for sodium chloride, etc. At present, there is no national standard for the content detection of compound nutritional fortifiers, and enterprises have their own standards, which also causes a lot of waste of resources.

Food additive standards such as GB14880-2012 are the legal basis for scientifically regulating the use of food additives, and are also important documents for guiding and regulating the nutritional fortifiers and special nutritional food industries.

It must be admitted that GB14880-2012 was in line with international standards when it was formulated, and it was awarded by the National Standards Committee not long ago.

But even so, researcher Han Junhua, deputy director of the third standard department of the National Center for Food Safety Risk Assessment, said, "I never thought it was an ideal and perfect standard text." There are conflicts such as administrative licensing and product development, usage and nutrition. There are contradictions between label declarations and claims, the fortifiers are duplicated with common food raw materials and new food raw materials, some of the compounds listed in Appendix B and Appendix C have no standards or are not used, and the list of permitted use of special diets is the same as that of common fortified foods. , leading to problems such as inconsistent user understanding.

Han Junhua said that the research work on the revision has been carried out since the date of the release of the standard, including tracking the progress of domestic and foreign regulations, nutrient risk assessment, survey on the contribution rate of nutrients in fortified foods, and consumer education. Today, the revision of 14880 is included in the first batch of food safety standards project plans in 2016.

Huo Junsheng, chairman of the Professional Committee of Nutritional Enhancers and Special Nutritional Foods and a researcher at the Institute of Nutrition and Health of the Chinese Center for Disease Control and Prevention, said that the current revision direction of GB14880-2012 focuses on several aspects:

For example, the amount of fortification (used) or the content of the final product is specified; the fortification amount of different nutrients and the principle of determining the amount of fortification are determined according to the classification of nutrient risk levels; how to sort out and determine the food categories that can be fortified; fortifiers for special dietary foods Whether the list of compounds can be used as a separate standard; clean up the list of fortifiers that have been approved as new food raw materials and deal with them separately; whether food fortification should be limited to vitamins and minerals, and other ingredients (such as amino acids, fatty acids, etc.) are managed by other regulations, etc. .