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Beingmate: Probiotics and Protein Beverage Industry Growth Slows, Competition Shifts to Strain Patents and Taste
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In a September 24 investor relations session, Beingmate (002570.SZ) addressed questions about its second growth curve amid rising competition in the nutrition category. The company stated that the probiotics and protein beverage industries are still growing, but have shifted from rapid expansion to medium-to-low growth and product homogenization competition. Current competitive focus is moving toward patented strains, protein sources, flavors, and usage scenarios. Beingmate confirmed it is not absent from these segments: it has developed functional and differentiated protein powder products under its 'Whole Family Nutrition' R&D category, and has launched the 'Life No.1' and 'Life No.2' probiotic series. The response reflects the company's strategic positioning in a maturing market.
Source report
September 24 (Gelonghui) — Beinmei (002570.SZ) addressed investor inquiries regarding its progress in the nutrition category during a recent investor relations session.
Investor Question: The nutrition category has seen rising popularity in recent years, initially concentrated in probiotics, milk powder, and protein powder. This year, many new entrants have launched protein powders or protein beverages. How is the company's "second growth curve" progressing?
Company Response: The probiotics and protein beverage sectors continue to grow, but have shifted from rapid expansion to a phase of moderate-to-low growth and product homogenization. Competition is now increasingly focused on:
- Strain patents
- Protein sources
- Taste profiles
- Usage scenarios
Beinmei stated that it remains active in these product categories. Functional and differentiated protein powder products have been incorporated into the company's "Whole Family Nutrition" research and development pipeline. Additionally, the "Life No. 1" and "Life No. 2" series of probiotics have already been launched and are available for sale.
Source
格隆汇Regional
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