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“不老神药”获官方认可 NMN千亿市场开启

[2023-02-25] 公司动态 891

据报道,近日,国家卫生健康委员会政务服务平台发布了《2023年01月28日食品添加剂新品种受理情况公告》,公告显示:受理编号为“卫食添新申字(2023)第0022号”,产品名称为“NMN(β-烟酰胺单核苷酸)”。这就意味着,NMN正式被受理称为食品添加剂的新品种。

It is reported that the government service platform of the National Health Commission recently released the Announcement on the Acceptance of New Food Additives on January 28, 2023. The announcement shows that the acceptance number is "Wei Shi Tian Xin Shen Zi (2023) No. 0022", and the product name is "NMN( β- Nicotinamide mononucleotide). This means that NMN is officially accepted as a new variety of food additives.

此次NMN作为食品添加剂新品种被受理,说明其安全性和效果得到了认可。艾媒咨询在报告中指出,2020年中国NMN成分保健品市场规模达51.06亿元,同比增长34.87%,预计到2023年将会以近70.25%的增速攀升至270.13亿元。有券商在关于NMN的行业报告中做出推算,NMN产品每覆盖 1%保健品人口对应 304 亿元市场空间;而伴随着抗衰老产品未来市场不断推广,如果NMN能覆盖当前服用保健品人口的3%规模,其市场规模有望达到千亿。

The acceptance of NMN as a new food additive shows that its safety and effect have been recognized. AIMedia Consulting pointed out in the report that the market size of NMN health care products in China will reach 5.106 billion yuan in 2020, with a year-on-year increase of 34.87%. It is expected that by 2023, it will rise to 27.13 billion yuan at a growth rate of nearly 70.25%. Some securities companies have calculated in the industry report on NMN that each 1% of the health care product population covered by NMN products corresponds to 30.4 billion yuan of market space; With the continuous promotion of anti-aging products in the future, if NMN can cover 3% of the current population taking health care products, its market size is expected to reach 100 billion.

长城证券(002939)此前指出,NMN/NAD+的抗衰老、DNA修复等重要功效及机理已被反复证实,在模型动物试验上也取得很好的效果,只是尚未大规模临床应用于人类身上。在产业化进程上,涌入该领域的全球各路资本接踵而来,努力将NMN研发成果转化为产品,推向市场。展望未来,人们对抗衰老、延年益寿的希冀依然强烈,该商业化领域正处于起步阶段,仍然大有可为。建议关注国内能够具备规模化生产NMN条件的企业,填补国内领域空白,在中国广阔市场打开成长空间。

Great Wall Securities (002939) previously pointed out that the important effects and mechanisms of NMN/NAD+, such as anti-aging and DNA repair, have been repeatedly confirmed, and have also achieved good results in model animal experiments, but have not yet been applied to humans on a large scale. In the process of industrialization, all kinds of global capital poured into this field came one after another, trying to transform NMN R&D achievements into products and promote them to the market. Looking forward to the future, people's hopes for fighting aging and prolonging life are still strong. The commercialization field is still in its infancy and still has great prospects. It is suggested to pay attention to domestic enterprises capable of large-scale production of NMN, fill the gap in the domestic field, and open up growth space in China's vast market.

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