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中文(ZH) 中信证券：乳清蛋白景气上行超预期，关注国产蛋白机会

Whey protein prices surge over 2x amid demand, domestic firms to benefit

By PulseAugur Editorial · [1 sources] ·

36Kr reports that CITIC Securities has observed a significant upward trend in the global whey protein market, with prices more than doubling in two years. This surge is attributed to increased demand from sports nutrition, functional foods, hypoallergenic infant formulas, and new protein intake needs from GLP-1 weight-loss drug users, while supply remains constrained. Domestic companies in dairy ingredients, non-animal proteins, and muscle-enhancing supplements are expected to benefit from this sustained market upswing. AI

RANK_REASON The item discusses market analysis and trends from a securities firm, rather than a direct product release or research finding.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Whey protein prices surge over 2x amid demand, domestic firms to benefit

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Commentary
The item discusses market analysis and trends from a securities firm, rather than a direct product release or research finding.
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product, funding
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48 days old
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Whey Protein Boom Exceeds Expectations, Focus on Domestic Protein Opportunities

    36氪获悉，中信证券指出，2023年以来全球乳清蛋白价格大幅上涨，2年累计上涨超2倍，主要系运动营养需求景气、高蛋白功能食品渗透、婴配粉配方低敏化、GLP-1类减肥药人群新增蛋白摄入需求等推动，而供给产能短期无法释放，推动价格上涨。国内乳品原料、非动物蛋白、肌肉改善类膳食补充剂等企业有望受益本轮乳清蛋白景气上行大周期。

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