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扫码加钉群 十万创业者 与你为伴

甜蜜的产业:中国代糖的崛起

人类对于甜味的追求不仅仅是体能上的补充,更是一种心理上的满足。

人类对于甜味的追求不仅仅是体能上的补充,更是一种心理上的满足。

从消费趋势到政策支持—代糖产业普及化

人类对于甜味的追求不仅仅是体能上的补充,更是一种心理上的满足。“代糖”是指能够赋予食物以甜味的食品添加剂,主要是代替蔗糖、葡萄糖等,学名“甜味剂”。

近年来国民成人肥胖率上升趋势明显。根据国家卫生健康委2020年发布的《中国居民营养与慢性病状况报告》,我国的成年居民超重率和肥胖率分别达到了34.3%和16.4%。在全球控糖的大趋势下,我国“十三五”对于国民的健康规划也提出了减糖的倡议。

以无糖饮料为例,此前无糖饮料的消费群体主要由肥胖、健身等有特定需求的人群组成。随着公众健康意识的增强,越来越多人了解到糖对身体的负面影响,普通消费者也成为无糖饮料的追捧者。

近年来,无糖饮料的市场规模呈现快速增长趋势。2020年主打 “0能量、0糖分、0脂肪” 的元气森林气泡水爆红后,国内各大饮料厂商如娃哈哈、健力宝、喜茶纷纷推出相似类型的产品,无糖饮料在国内迅速扩展,到2022年,市场上共有超过70款主打无糖饮料的产品。

减糖、无糖可能正在从一种消费趋势上升为政策限制。比如,新加坡卫生部宣布将从2023年年底开始禁止含糖量与反式脂肪酸较高的饮料进行广告宣传。2019年7月,国家卫健委已发布《健康中国行动(2019-2030年) 》,提倡到2030年人均每日添加糖摄入量不高于25g。全球食糖年消费量约1.75亿吨, 我国食糖年消费量1500万吨以上, 而目前中国的人均摄入量远高于上述标准,可达到50g。

在国内政策必将向同一方向发展的前提下,代糖将逐步在各行各业取代白砂糖,以满足消费者的味觉需求。以每人每天从50克糖摄入降到25克来计,白砂糖的市场将有一半被代糖所取代,以国内目前的消费量计算,届时代糖消费量将达每年1000万吨。若按10000元/吨的价格计算,代糖产品的市场规模或将达到千亿元。

成分与效能优化—代糖产业的升级

代糖不仅是迎合消费趋势,还可以显著降低企业成本。以无糖可乐采用的高倍甜味剂三氯蔗糖和安赛蜜为例,同等重量下其甜度是普通蔗糖的200-300倍,只需极少量添加即可提供充足甜度,可以显著降低原料使用成本。

根据含糖可乐和零度可乐中代糖的使用情况和代糖目前市场报价,分别计算出含糖可乐和零度可乐代糖的成本情况,含糖可乐成本约为每升 0.65 元,采用高倍甜味剂的无糖可乐每升约为 0.08 元。

代糖分为营养型和非营养型,营养型代糖食用后会产生热量,但要比蔗糖低。比较有代表性的是木糖醇和山梨醇,主要应用于糖果,口香糖,果酱,或烘焙品的制造。非营养型代糖分为人工合成和天然提取型代糖。人工合成的代糖,由于供应稳定、价格较低且甜度高,从诞生之初至今广泛应用于食品加工业,代表产品有蔗糖素、糖精、甜蜜素和阿斯巴甜。

随着消费者的健康意识增强,以及对于“化学合成”的天然恐惧,相比于人工合成代糖,消费者在心理层面更愿意接受天然提取代糖,这也是近年来天然提取代糖在市场中占比逐步升高的原因。

卧虎藏龙的中国代糖产业

天然提取的代糖主要可以分为五类,分别为三氯蔗糖,赤藓糖醇,甜菊糖,安赛蜜和木糖醇。其中赤藓糖醇和木糖醇又属于糖醇类。

其中三氯蔗糖代表的中国企业有金禾实业、山东康宝、山东中怡和盐城捷康等;赤藓糖醇的代表企业由保龄宝、三元生物和东晓生物等;而甜菊糖代表企业有浩天药业、谱赛科和晨光生物等;安赛蜜代表企业依然为金禾实业;华康股份是木糖醇的代表企业。

中国的代糖工业近年来发展迅速,根据Foodtalks 2021年的统计数据,全球超过70%的代糖由中国企业产销。其中金禾实业的安赛蜜工业化生产已经持续多年,产业成熟,产能集中度高,以57%的产能在全球的安赛蜜生产中保持领先地位。而其三氯蔗糖的产能集中度稍逊于安赛蜜,但和英国巨头泰莱的差距正逐渐缩小。另一方面浩天药业在中国甜菊糖苷的市场份额已经超过了70%。

在糖醇类产品的竞争中,木糖醇的市场占有率仍旧居高不下。目前华康股份在中国木糖醇的市场占有率约为50%,而华康来自木糖醇生产的收入在2020-2022年期间直保持在60%到65%之间。

随着元气森林的气泡水在2020年出圈,赤藓糖醇也越来越被消费者所知。赤藓糖醇,甜度是普通蔗糖的70%,具有低吸湿性,是代糖市场中发展最快的品种之一,被广泛应用于食品、医药和化工等产业。跟其他糖醇不同,赤藓糖醇几乎不会产生任何热量,因其分子独特结构的原因几乎不会被人体所吸收。

而目前,赤藓糖醇的主要生产厂家有三元生物,保龄宝和东晓生物三家企业。其中三元生物2022年的赤藓糖醇产量可以达到8.5万吨,也是元气森林的核心供货商。2022年2月上市后,受到资本市场追捧,股价涨幅一度达到32.7%。

当前赤藓糖醇全球需求量约 20.4 万吨左右,其中中国需求量约 8.8 万吨。继元气森林之后,农夫山泉、康师傅等知名品牌纷纷推出含赤藓糖醇的低糖/无糖产品,国内赤藓糖醇需求增长迅速,预计 2021-2025 年赤藓糖醇需求复合增速为 34.15%,2025 年中国赤藓糖醇需求量将达到 28.5 万吨。

应用场景延伸—代糖产业的第二增长曲线

我国代糖饮料渗透率中短期有望提升至 20%,长期有望提升至 40%以上,成长空间十分广阔。以日本代糖饮料为例,过去三十年日本代糖饮料市场占有率从 8%增长到 49%,反映出日本经济发展过程中的消费升级现象。

当前我国居民对食品饮料健康化的需求越发凸显。根据Frost&Sullivan预测,饮料行业整体增速 2019-2024 年五年复合年增长 5.9%,含糖饮料进入存量市场,而代糖饮料则属于增量市场。

而除了饮料行业外,代糖在食品,保健品等行业都具有相当高的发展潜力。以保健品为例,阿拉伯糖,是一种天然存在的单糖,而其强大的功能性在医药和保健品领域有着巨大的发展潜力因为阿拉伯糖能够促进双歧杆菌和乳酸杆菌生长,对于人体有着增强免疫和改善肠道的作用。目前,阿拉伯糖已经在婴儿奶粉产品中有着广泛的应用。虽然由于价格昂贵,目前市场应用有限,但存在巨大的市场价值。

2020年网红饮料所引领的代糖“野蛮生长”已经逐步趋于平缓,但随着减糖观念的深入,国内代糖市场在众多领域中尚具有更多上升空间。