广告
加载中

纸尿裤陷罗生门 中国母婴的高端化还在渡劫

芝麻糊 2026-06-25 16:13
芝麻糊 2026/06/25 16:13

邦小白快读

EN
全文速览

本文围绕纸尿裤甲酰胺罗生门事件,梳理了中国母婴高端化发展的现状,核心干货信息如下:

1. 本次事件曝光了我国纸尿裤现行国家标准存在漏洞,存在监管空白,目前多部门已经介入联合核查,涉事的Babycare、好奇、碧芭宝贝等中高端品牌已启动内部核查,不少家长已经停用相关产品。

2. 当前母婴市场人口红利消退,消费呈现K型分化,高端市场规模逐年增长,消费者愿意为品质、健康、功能支付溢价,但行业普遍存在重营销轻研发、品控管控不足的问题。

3. 普通消费者选购母婴产品,不要只看营销宣传和颜值设计,要优先关注产品品质合规性,选择品控体系完善的品牌,遇到质量疑问可以及时寻找专业机构检测。

本次纸尿裤罗生门事件给布局高端化的母婴品牌敲响了警钟,结合当前行业趋势,核心干货信息如下:

1. 行业消费趋势:当前我国新生儿人数下降,人口红利消退,消费呈现K型分化,高端育儿市场规模从2019年的254亿元增长到2023年的310亿元,年复合增长率5.1%,消费者仍愿意为好品质支付溢价,高端化是主流转型方向,但当前赛道已经十分拥挤。

2. 切入机会参考:纸尿裤因为高频刚需、试错成本低、市场集中度低、国产供应链崛起、日系品牌退出中国市场,是国产品牌切入高端化的优质赛道,可以通过功能创新、颜值设计、IP联名种草快速占领心智。

3. 现存问题提醒:高端化的核心是品质信任,目前行业普遍存在专业人才缺口大、子品牌体系混乱、重营销轻研发等问题,品牌需要补足品控和研发短板,才能走得长远。

结合本次纸尿裤事件和行业发展现状,母婴卖家可以获得的机会和风险提示干货如下:

1. 当前行业环境变化:母婴行业人口红利消退,低端市场价格竞争激烈,做低端价格战的品牌生存空间极小,高端化是主要的增长方向,高端市场规模保持稳定增长,存在较大的溢价空间,适合卖家转型布局。

2. 机会提示:纸尿裤是当前国产品牌抢位高端的核心赛道,依托国产供应链成熟、日系品牌退出的红利,发展空间大;卖家可以选择品质过硬的高端品牌合作,也可以结合自身情况选择细分垂直、全品类布局的路线,同时可以抓住线下体验、出海的新增长点拓展业务。

3. 风险提示:本次事件暴露了纸尿裤现行国家标准存在漏洞和监管空白,质量合规风险较高,卖家要优先选择品控体系完善的品牌合作,提前规避质量信任危机带来的经营风险。

中国母婴高端化的发展趋势,给上游生产工厂带来了新的商业机会和发展要求,核心干货如下:

1. 生产需求变化:当前国产高端母婴品牌快速崛起,对上游供应链的技术研发能力、品质管控能力提出了更高要求,比如纸尿裤领域的吸收芯、高分子树脂材料SAP等核心原材料,已经实现了本土技术突破,技术能力强的工厂更容易获得头部品牌的订单。

2. 商业机会:当前日系纸尿裤品牌逐步退出中国市场,国产品牌大规模抢位高端纸尿裤赛道,对本土优质供应链的需求大幅提升,有核心技术的工厂可以获得更多绑定头部高端品牌的机会,比如研发出复合芯体技术的豪悦护理就成为Babycare的代工厂,获得了稳定增长的业务。

3. 发展启示:高端品牌的核心竞争力是品质,工厂需要强化自身技术研发投入,完善品质管控体系,才能匹配高端品牌的生产需求,在行业升级中获得长期稳定的发展机会。

当前中国母婴高端化进入新的发展阶段,行业呈现新趋势也暴露了新痛点,给服务商带来的干货信息如下:

1. 行业发展趋势:当前母婴行业人口红利消退,已经从增量竞争转向存量竞争,高端化是全行业的共同转型方向,目前市场玩家分为原生高端新品牌、传统巨头孵化高端子品牌、垂直小而美品牌、进口高端品牌四派,竞争方向走向全品类渗透、线下渠道布局和品牌出海。

2. 客户核心痛点:绝大多数品牌都面临复合型人才缺口问题,缺少懂供应链管控、同时懂耐用品和快消品运营的专业人才,内部也缺乏完善的人才培养机制;传统品牌做高端化普遍存在子品牌体系混乱、定位不清、难以协同的问题;全行业普遍存在轻研发重营销的结构问题,品控体系不完善。

3. 业务机会:服务商可以针对品牌痛点,推出专业人才培养、品牌体系梳理、品控管控咨询等相关服务,对接品牌的高端化转型需求,获得新的业务增长空间。

本次纸尿裤罗生门事件和母婴高端化发展趋势,给平台商的招商、运营带来了很多启示,核心干货如下:

1. 品牌端的核心需求:当前布局高端化的母婴品牌,普遍有线下渠道布局的需求,希望通过开设体验店、进入母婴集合店的方式触达用户,不少头部高端品牌还有出海拓展的需求,需要平台提供对应的流量、渠道资源支持。

2. 招商布局方向:平台可以重点引入本土高端母婴品牌,尤其是依托本土优质供应链、深耕细分品类的垂直高端品牌,这类品牌契合当前消费趋势,增长空间大;要筛选掉只靠营销造势、没有核心品控能力的伪高端品牌,降低平台的信任风险。

3. 运营管理提示:针对本次事件暴露的纸尿裤等品类国标存在漏洞的问题,平台需要强化在售母婴产品的质量抽检机制,建立质量信息公示制度,提前把控产品质量风险,避免行业信任危机传导到平台,影响平台口碑。

本文围绕纸尿裤罗生门事件,梳理了中国母婴高端化发展的现状,提出了产业发展的新问题与新动向,可供研究参考的干货如下:

1. 产业新动向:当前中国母婴行业已经进入存量竞争时代,人口红利消退,消费分化下高端化成为全行业共同的转型方向,高端育儿市场规模从2019年的254亿元增长至2023年的310亿元,保持稳定增长;纸尿裤成为国产品牌抢位高端的核心赛道,当前行业玩家分为原生高端、传统孵化、垂直小而美、进口高端四派,竞争呈现全品类渗透、抢滩线下、布局出海的新特征。

2. 产业新问题:本次事件暴露出我国纸尿裤现行国家标准存在漏洞和监管空白,行业内部也存在多重发展障碍:复合型专业人才缺口大、传统品牌子品牌体系混乱难以协同、行业普遍存在轻研发重营销的问题,伪高端现象突出,高端化发展仍需突破多重关卡。

3. 商业模式参考:当前国产母婴高端化已经探索出多条可复制的路径,包括原生高端品牌全品类扩张、传统巨头内部孵化高端子品牌、垂直品类深耕做专做精等,对其他消费品类的高端化转型研究也有参考价值。

返回默认

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article breaks down the current state of premiumization in China’s maternity and baby products industry against the backdrop of the formamide Roshomon incident surrounding diapers, with key takeaways as follows:

1. The incident has exposed loopholes and regulatory gaps in China’s current national standards for diapers. Multiple government departments have launched a joint investigation. Mid-to-premium brands involved including Babycare, Huggies, and Beaba have initiated internal reviews, and many parents have stopped using the affected products.

2. Today, the demographic dividend of the maternity and baby market has faded, and consumption has polarized into a K-shape. The premium segment is growing year over year, and consumers are willing to pay a premium for quality, health, and functionality. However, the industry broadly prioritizes marketing over R&D and lacks rigorous quality control.

3. For ordinary consumers purchasing maternity and baby products, do not rely solely on marketing hype and aesthetic design. Prioritize quality compliance, choose brands with robust quality control systems, and seek testing from professional institutions promptly if you have concerns about product quality.

This diaper Roshomon incident serves as a wake-up call for maternity and baby brands pursuing premium positioning. Combined with current industry trends, key insights are as follows:

1. Industry consumption trends: China’s newborn population is declining, and the demographic dividend has faded, leading to K-shaped polarization in consumption. China’s premium parenting market grew from 25.4 billion yuan in 2019 to 31 billion yuan in 2023, with a 5.1% compound annual growth rate. Consumers remain willing to pay a premium for good quality, making premiumization the mainstream transformation direction, but the track is already extremely crowded.

2. Entry opportunities: Diapers are an attractive track for domestic Chinese brands to break into the premium space, thanks to their high-frequency, rigid demand, low consumer trial costs, low market concentration, the rise of domestic supply chains, and the exit of Japanese brands from the Chinese market. Brands can quickly capture consumer mindshare through functional innovation, aesthetic design, and IP-collaborated marketing.

3. Warning on existing issues: The core of premiumization is trust in quality. Currently the industry broadly faces large gaps in professional talent, chaotic sub-brand systems, and over-prioritization of marketing over R&D. Brands must shore up shortcomings in quality control and R&D to achieve long-term growth.

Combining the recent diaper incident and the current state of industry development, below are key takeaways on opportunities and risks for maternity and baby sellers:

1. Current industry changes: The maternity and baby industry’s demographic dividend has faded, and the low-end market is trapped in fierce price competition, leaving very little room for brands that compete purely on low prices. Premiumization is the main growth direction: the premium market is growing steadily, offers substantial premium margins, and is well-suited for sellers to pivot into.

2. Opportunity highlights: Diapers are currently the core track for domestic Chinese brands to capture premium market share, with large growth headroom driven by the maturation of domestic supply chains and the exit of Japanese brands. Sellers can partner with high-quality premium brands, or choose between a niche vertical focus or full-category expansion strategy aligned with their own capabilities, while tapping new growth drivers including offline experiences and cross-border sales to expand business.

3. Risk warnings: The incident exposed loopholes and regulatory gaps in China’s current national standards for diapers, leading to relatively high quality compliance risks. Sellers should prioritize partnering with brands with complete quality control systems to proactively avoid operational risks stemming from quality trust crises.

The premiumization trend of China’s maternity and baby industry has brought new business opportunities and development requirements for upstream manufacturing factories, with key insights as follows:

1. Changing production demand: Fast-growing domestic premium maternity and baby brands are now demanding stronger R&D capabilities and higher quality control standards from upstream supply chains. For example, core diaper raw materials including absorbent cores and the high-polymer resin SAP have achieved domestic technological breakthrough, and factories with stronger technical capabilities are far more likely to win orders from leading brands.

2. Business opportunities: As Japanese diaper brands gradually exit the Chinese market and domestic brands scale up their push into the premium diaper track, demand for high-quality local supply chains has risen sharply. Factories with core technology can secure more opportunities to partner with leading premium brands. For example, HoYue Hygiene, which developed the composite core technology, is Babycare’s contract manufacturer and has achieved steady business growth.

3. Development insights: Quality is the core competitive advantage of premium brands. Factories need to increase investment in R&D and improve their quality control systems to meet the production requirements of premium brands, and secure long-term, stable growth opportunities amid the industry’s upgrade.

China’s maternity and baby premiumization has entered a new stage, with new industry trends and newly exposed pain points that bring the following insights for service providers:

1. Industry trends: The maternity and baby industry’s demographic dividend has faded, and the market has shifted from incremental competition to stock competition, with premiumization as the shared transformation direction across the industry. Current market players fall into four categories: homegrown new premium brands, premium sub-brands incubated by traditional giants, small niche vertical brands, and imported premium brands. Competition is shifting toward full-category penetration, offline channel expansion, and brand globalization.

2. Core client pain points: The vast majority of brands face a shortage of interdisciplinary talents, lack professionals with expertise in both supply chain management and durable and fast-moving consumer goods operations, and lack mature internal talent development mechanisms. Traditional brands pursuing premiumization commonly struggle with chaotic sub-brand systems, unclear positioning, and poor internal synergy. The industry broadly has a structural imbalance of prioritizing marketing over R&D, with incomplete quality control systems.

3. Business opportunities: Service providers can develop targeted offerings to address these brand pain points, including professional talent development, brand system restructuring, and quality control consulting, to meet brands’ premium transformation needs and unlock new business growth.

The diaper Roshomon incident and the broader premiumization trend in the maternity and baby industry offer important insights for platform operators’ merchant recruitment and operations work, with key takeaways as follows:

1. Core demands from brands: Maternity and baby brands pursuing premiumization generally have demand for offline channel expansion—they aim to reach consumers through experiential stores and entry into multi-brand maternity and baby retailers. Many leading premium brands also have cross-border expansion needs, and require corresponding traffic and channel resource support from platforms.

2. Merchant recruitment priorities: Platforms should prioritize onboarding domestic premium maternity and baby brands, especially niche vertical premium brands backed by high-quality local supply chains with deep focus on their product categories; these brands align with current consumer trends and have large growth potential. Platforms should screen out "pseudo-premium" brands that rely solely on marketing hype and lack core quality control capabilities, to reduce platform trust risk.

3. Operational guidance: In response to the national standard loopholes exposed by the diaper incident, platforms need to strengthen random quality testing of listed maternity and baby products, establish a public quality information disclosure system, proactively manage product quality risk, and prevent industry trust crises from spilling over to the platform and damaging its reputation.

This article reviews the current state of premiumization in China’s maternity and baby industry against the backdrop of the diaper formamide incident, and outlines new issues and trends in industrial development for research reference, with key insights as follows:

1. New industrial trends: China’s maternity and baby industry has entered an era of stock competition, as the demographic dividend fades. Amid consumption polarization, premiumization has become the shared transformation direction across the industry. China’s premium parenting market grew from 25.4 billion yuan in 2019 to 31 billion yuan in 2023, maintaining steady growth. Diapers have become the core track for domestic brands to capture premium market share. Current industry players fall into four categories: homegrown premium brands, premium brands incubated by traditional players, small niche vertical brands, and imported premium brands, with competition featuring new characteristics of full-category penetration, offline expansion, and globalization layout.

2. New industrial issues: This incident exposed loopholes and regulatory gaps in China’s current national standards for diapers. The industry also faces multiple structural development barriers: a large shortage of interdisciplinary professional talents, chaotic sub-brand systems and poor synergy at traditional players, the widespread industry pattern of prioritizing marketing over R&D, and prominent "pseudo-premium" practices. Premiumization still needs to overcome multiple barriers to advance.

3. Reference for business model research: Domestic maternity and baby brands have already developed multiple replicable paths for premiumization, including full-category expansion by homegrown premium brands, in-house incubation of premium sub-brands by traditional giants, and deep specialization in niche vertical categories. These cases offer valuable reference for research on premium transformation in other consumer product categories.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

一场反转又反转的纸尿裤甲酰胺调查报道,让中国母婴行业陷入了集体的信任危机。

截至目前,官方已经下场。据央视新闻,多部门将联合核查“婴幼儿纸尿裤甲酰胺问题”,这场争议背后本质是我国当前纸尿裤现行国家标准存在漏洞和监管空白。

事件尚未定论,但这场纸尿裤掀起的行业余波,已传导至母婴全产业链。

纸尿裤等作为高频刚需品,大多家长都有囤货习惯,但多位年轻宝妈向「财经无忌」表示,她们已经停用Babycare、好奇等相关品牌的产品,有家长还在寻找相关机构做进一步检查。

一些母婴品牌也启动了专项小组进行内部核查,针对消费者关切的问题进行集中回复。

值得一提的是,此次事件被点名的好奇、Babycare和碧芭宝贝都属于中高端品牌,其中Babycare和碧芭宝贝更是国产高端母婴品牌的代表。

一场纸尿裤罗生门,似乎给存量时代里中国母婴品牌的高端之路泼了盆凉水。

在母婴消费加速分化、行业人口红利消退的今天,对仍未走出漫长冬季的母婴玩家而言,是时候重新思考高端化这个命题了。

Babycare和碧芭宝贝正诞生于母婴市场结构化转变的时代。

一面是宏观层面新生儿人数的下降,人口红利消退;另一面消费的K型分化,精打细算和精细化育儿同时存在。

凯度消费者指数中国区总经理李嵘在近期一场行业大会上也提到:“不是所有品类都在消费降级,消费者仍然愿意为好的产品,包括健康的诉求、功能性的诉求、好的品质去支付溢价。”

成立于2014年的母婴品牌Babycare在2022年的年销售额已有大几十亿。创始人李阔是工业产品设计专业出身,创立之初便定位高端化和全品类,甚至在做纸尿裤品类时,Babycare就明确喊出要和国际品牌“正面刚”。

碧芭宝贝隶属于母婴行业老兵爱朵集团。这家成立超15年的企业,起初业务以代理德国婴儿车品牌Pouch、欧洲品牌Spiritkids为主,2015年成立了碧芭宝贝,目前的产品业务也基本覆盖了母婴全家桶。

高端化的品类有很多,为什么是纸尿裤?这是我们理解国产品牌高端化路径的第一个核心问题。

第一,纸尿裤是高频刚需与低试错成本的完美组合。

一个婴儿在0-3岁期间,平均每天至少需要5片纸尿裤,这意味着一个普通家庭每月的消耗量高达150片,高频消耗意味极强的复购属性。

同时,与婴幼儿配方奶粉几百的高客单价相比,纸尿裤单片价格低,也降低了消费者试错成本,很多品牌推出试用装来吸引用户。

第二,纸尿裤较低的市场集中度本身也给国产品牌高端化提供了多维度的差异化空间。

Babycare、碧芭宝贝等国产品牌通过功能创新、颜值设计和IP联名等手段,叠加小红书的种草,能快速占据年轻父母的心智。

第三,相关国产供应链的崛起。

包括吸收芯以及关键原材料高分子树脂材料(SAP)等上游原材料技术的突破,典型如为Babycare代工、研发出复合芯体技术的豪悦护理。

第四,吃下日系品牌退场的蛋糕。

包括大王和花王此前都宣布出售中国工厂,花王早在2023年就宣布不在中国本地生产纸尿裤。

凯度消费者指数中国区总经理李嵘也提到,在纸尿裤高端线上下降的一部分是日本品牌。

由此看出,纸尿裤成为国产品牌火拼高端化的重点品类,并不让人意外。

“低端太卷了,现在还在卷价格的品牌基本是死路一条,你拼不过工厂白牌,反倒是做高端更好立足。”

作为前母婴产品经理的刘月深刻感受到了中国母婴市场的潮水变化。

据她观察,大约从2017年开始,她所在的公司已经面临很大的竞争压力,对新客户的教育和触达成本都在上涨。无奈之下,公司砍掉了一批低端品牌,开始发力高端化子品牌。

刘月的体感有数据的印证。

据弗若斯特沙利文数据显示,中国高端育儿产品市场规模已从2019年的254亿元增长至2023年的310亿元,年复合增长率为5.1%。

纸尿裤的火拼只是当下中国母婴玩家高端化的一个缩影,但被玩家视为“救命稻草”的高端化赛道显然已经挤不下人了。

当下的中国母婴高端化战场,可以分为四派玩家,为了高端化,也在各出奇招。

第一派是原生高端派,如BeBeBus、Babycare等新消费品牌。

它们从一开始就瞄准高端,核心打法是早期从高客单价、低集中度的品类切入高端市场,如BeBeBus早期聚焦婴儿推车,Babycare的把背带,此后再通过扩充品类,逐步占据用户心智。

第二派是老树新芽派,背靠传统母婴巨头孵化出的高端子品牌。

比如婴童用品好孩子旗下的高端线产品CYBEX,孩子王推出的高端童装品牌可蒂家。

对传统母婴巨头来说,通过自身的资金、渠道和供应链优势,内部孵化或收购高端子品牌也是顺势而为。

第三派则是小而美垂直派,聚焦细分品类做深做细。

比如只做纸尿裤的碧芭宝贝,聚集儿童护肤的兔头妈妈等,通过“越细分、越专业”的打法,切入高端母婴赛道。

第四派则是进口高端派。

典型被称为婴儿车“劳斯莱斯”的Bugaboo、Stokke,用“强设计+明星同款+品牌故事”的奢侈品打法收割高消费力的中产父母。

而四派玩家为了抢占高端化市场,竞争边界正在变得模糊。

摆在眼前的,便是品类间的相互渗透。

在刘月看来,除了技术壁垒较高的奶粉外,全品类可能是国内母婴高端玩家的必经之路。

一方面,包括纸尿裤、辅食、口腔护理等品类已经面临同质化问题,“再卷只能卷价格”。另一方面,做全品类本质也在均摊风险。

其次,是抢抓线下机遇。

BeBeBus、Babycare均在线下开设体验店,同时借助商超、母婴集合店等渠道,进行大面积铺货,两家品牌还都瞄准了出海机遇。

而孩子王等母婴零售商则借助加盟和行业整合趋势,将自有品牌作为优化线下门店体验的重要战略。

当一个行业告别“量增”时代,谋求“价增”的高端化似乎是必由之路。

中国母婴行业今天走过的路,手机、汽车等都已经走过。

但在多位母婴从业人士看来,当前中国母婴行业的高端化还存在诸多关卡,伪高端和真高端之中,还有很远的路要走。

在刘月看来,母婴品牌高端化的第一性原理永远是品质,没有品质就没有信任。

但她坦言,很多母婴品牌内部很缺专业管控供应链的人才,和“既懂耐用品、又懂快消品”的产品经理,“难招人”的同时,内部管理体系也缺乏系统性的培养机制。

Babycare创始人李阔在接受采访时也提到对母婴行业人才画像的要求:“第一懂品牌,第二懂生意,第三懂用户。”但想要吸引此类复合型人才进入母婴行业,本身就需要极大的诚意。

人才问题外,还有混乱的子品牌体系。

传统母婴品牌依靠渠道扩张,在做品牌上并没有经验,这就导致它们会“生品牌”,但不会“养品牌”。不同品类子品牌间存在“定位不清、采购各自为战”的现象,难以形成协同。

更关键的还有饱受诟病的“轻研发、重营销”。

BeBeBus母公司不同集团招股书显示,2022年、2023年及2024年前三季度,其产品研发开支分别约为0.16亿元、0.24亿元和0.16亿元,占相应期间收入的3.2%、2.8%及1.8%。

作为对比,其同期销售及分销开支占比分别为总收入的37.2%、33.5%和30.6%。

归根到底,母婴行业仍是一门慢生意,母婴的高端化则更慢。好消息是,随着自身能力的提升和消费者对高端化日益强烈的诉求,留给中国母婴玩家的溢价空间确实很大。

但坏消息是,多大的期待,就背负多大的创新压力。

某种程度上,这场纸尿裤罗生门或许给加速高端化的中国母婴品牌敲了一个警钟——高端化无法速成,这个以信任为根基的行业,或许是时候需要停下来,克制一点了。

注:文/芝麻糊,文章来源:财经无忌(公众号ID:MzUyMzk2MDA0MA==),本文为作者独立观点,不代表亿邦动力立场。

文章来源:财经无忌

广告
微信
朋友圈

这么好看,分享一下?

朋友圈 分享

APP内打开

+1
+1
微信好友 朋友圈 新浪微博 QQ空间
关闭
收藏成功
发送
/140 0