纸尿裤深陷罗生门的背后代工厂正在被超薄利润“卷死”

张从容 2026-07-13 16:17

张从容 2026/07/13 16:17

邦小白快读

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这篇文章核心讲了当前纸尿裤甲酰胺检测风波背后的纸尿裤行业真相，给普通消费者的干货如下：

1. 事件现状：目前媒体曝光多家品牌纸尿裤检出甲酰胺，涉事品牌纷纷自证清白，多部门已经成立联合调查组彻查，结果尚未公布，消费者可等待结果出炉后再调整购买选择。

2. 纸尿裤好坏辨别方法：看吸水层，低价纸尿裤几乎看不到高吸水树脂（SAP）颗粒，只能靠多加木浆提升吸水性，更厚透气性更差，高价产品SAP颗粒更多，吸水好不易脱落；看面层处理，高端纸尿裤会压凹凸波点，减少和皮肤的接触摩擦，还能导流，无纺布纤维越细越亲肤，不依赖额外柔软剂添加。

3. 购买避坑提示：警惕无单片包装的低价纸尿裤，这类产品多是有瑕疵的二等品，批发价仅为一等品的三成，部分商家会将其混进一等品包装售卖，存在质量安全风险。

本文揭露了纸尿裤代工行业的生存现状，给纸尿裤品牌商的干货参考如下：

1. 当前行业底层矛盾：代工行业利润极低，代工厂普遍仅能获得5%左右的利润，原材料占生产成本的60%-77%，核心原料SAP还受国际形势影响价格波动频繁，今年年初就因石油涨价上涨了15%，长期低价挤压代工利润很容易倒逼代工厂偷工减料，引发质量安全风险，损伤品牌声誉。

2. 行业现存灰色风险：行业存在二等品混卖的灰色操作，部分商家会将本该销毁的有瑕疵二等品混入一等品售卖，此前315就曝光过此类事件，已经连累多个知名品牌，品牌需要加强渠道和代工品的质检管控。

3. 消费趋势变化：消费者对婴儿纸尿裤安全极为谨慎，信任建立难度高，此次风波后替代品布尿裤销量已经翻倍增长，品牌需要强化质量公示，调整产品策略适配消费者升级的安全需求。

本文梳理了纸尿裤行业的现存风险与市场机会，给相关卖家的干货如下：

1. 当前行业风险：行业长期低价内卷，上游代工厂利润被极度压缩，存在偷工减料、使用劣质原料的可能，此次甲酰胺信任风波后，消费者对纸尿裤安全的警惕性大幅提升，选品不合规很容易引发售后问题，砸掉自身店铺口碑。

2. 拿货避坑提示：警惕低价无单片包装的纸尿裤货源，这类多为有瑕疵的二等品，批发价仅为一等品的三成，部分商家会将其冒充一等品售卖，存在合规风险，此前已有此类倒卖不合格产品被315曝光的案例。

3. 市场机会提示：此次纸尿裤信任风波后，作为替代品的布尿裤销量已经增长超过100%，同时消费者对有正规安全认证的源头工厂产品接受度提升，卖家可以布局相关品类抓住增长机会。

4. 拿货注意事项：纸尿裤代工厂普遍要求大单起批，多需要万片甚至集装箱起批，小卖家可以找中间商整合零散订单拿货。

本文披露了纸尿裤代工行业的生存现状与自救方向，给相关工厂的干货如下：

1. 当前行业核心痛点：纸尿裤行业技术透明度高，没有核心黑科技，同质化严重，低价内卷导致代工厂平均利润仅5%左右；原材料占总成本的60%-70%，核心原料SAP价格受国际形势影响波动大，盈利能力不稳定；纸尿裤产线是重资产高速设备，小批量生产换单调试损耗大，小订单难以盈利。

2. 产品研发方向：消费者对纸尿裤的核心需求是亲肤不红臀、吸水好不反渗，高端市场愿意为更细纤维的无纺布、压凹凸波点的面层、含量更高的SAP付费，产品研发要围绕这些核心需求升级。

3. 自救拓展方向：可以依托现有纸尿裤的生产原料和设备，拓展卫生巾、婴儿湿巾、一次性宠物用品等结构相似的一次性卫生用品，共享产能降低转型成本；还可以通过补做专项安全检测、建立退货退款售后机制，提升消费者信任，抓住国内消费升级的机会。

本文梳理了纸尿裤代工行业的发展现状与核心痛点，给相关服务商的干货如下：

1. 行业发展趋势：纸尿裤行业已经进入高度内卷的低利润阶段，绝大多数代工厂都在进行多品类布局拓展，依托现有产能做相关一次性卫生用品，同时越来越多代工厂有对接国内消费市场、做自有品牌、提升消费者信任的需求，相关服务需求旺盛。

2. 代工厂核心痛点：代工厂最大的痛点是核心原材料价格波动大，利润空间被持续挤压，其次重资产高速产线做小批量订单调试损耗大，无法承接零散订单，另外代工厂普遍缺乏品牌运营和信任背书能力，难以直接触达C端消费者。

3. 服务机会方向：可以为代工厂提供原材料价格风险管理服务，帮助对冲原料价格波动风险；可以为代工厂提供柔性生产改造方案，降低小批量订单的生产损耗；还可以为代工厂提供检测认证、品牌运营、渠道对接服务，帮助代工厂解决信任建设和市场拓展的问题。

本文暴露了纸尿裤行业现存的各类问题与消费变化，给平台商的干货如下：

1. 行业对平台的核心需求：纸尿裤代工厂普遍只承接大批量订单，没有能力对接零散渠道和中小卖家，也缺乏直接触达C端的运营能力，需要平台整合零散需求，提供运营、流量支持，帮助代工厂对接市场实现品牌化转型。

2. 平台运营风险规避：纸尿裤行业存在二等品混卖、不合格产品流入市场的灰色产业链，很容易引发质量安全事件，平台需要加强对入驻商家的资质审核、产品抽检，建立质量管控机制，避免问题产品上线，影响平台声誉。

3. 平台招商与运营方向：此次纸尿裤信任危机后，消费者对有正规安全认证、高性价比的源头工厂产品需求提升，平台可以引入符合资质的代工厂入驻，打造源头好货专区抓住消费趋势；同时布尿裤等替代品类销量已经增长超100%，平台可以加大相关品类的招商和流量倾斜，抓住增长机会。

本文曝光了纸尿裤代工产业当前的发展现状与核心矛盾，给产业研究者的干货如下：

1. 产业新暴露的核心问题：快消品代工行业已经进入极限利润内卷阶段，纸尿裤代工厂平均利润仅5%，上游核心原材料价格受国际地缘形势影响波动频繁，利润空间被持续挤压，这种常态化的利润压力是此次质量安全风波的底层原因，暴露了整个快消代工产业链利润分配失衡的结构性问题。

2. 产业新动向：面对低利润的生存压力，代工厂普遍选择横向拓展产品线自救，依托现有产能和原料生产结构相似的卫生巾、一次性宠物用品等产品，部分代工厂开始尝试建立售后信任机制，探索自有品牌化转型，应对国内消费升级的需求。

3. 值得深入研究的行业现象：纸尿裤行业依然维持代工厂-中间商-渠道的分工模式，中间商赚取10-20个点的利润，代工厂主动让渡利润，这是由纸尿裤重资产高速产线必须走大单的特征决定的，和很多行业去中间化的趋势形成对比，具备研究价值。

4. 政策启示：要解决快消行业频发的质量安全问题，需要引导产业链形成更合理的利润分配机制，保障上游生产端的合理利润，才能从源头减少质量问题。

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Quick Summary

This article unpacks the realities of China’s diaper industry behind the recent formamide testing scandal, with key takeaways for consumers:

1. **Event update**: Multiple diaper brands have been flagged by media for containing formamide, and all involved brands have denied wrongdoing. A joint investigation by multiple government agencies is ongoing, with results yet to be released. Consumers are advised to hold off on adjusting their purchasing choices until the findings are public.

2. **How to judge diaper quality**: Check the absorbent core: Low-cost diapers barely contain super absorbent polymer (SAP) particles, relying instead on extra wood pulp to boost absorbency, resulting in thicker, less breathable products. Higher-priced diapers use more SAP, offering better absorbency and less shedding. Check the top sheet: Premium diapers feature embossed concave-convex dots that reduce friction against baby skin and improve liquid distribution. Finer non-woven fibers are more skin-friendly and reduce the need for added softening chemicals.

3. **Purchasing pitfalls to avoid**: Steer clear of low-cost diapers without individual wrapping. Most of these are defective second-grade products, which cost wholesalers just 30% of the price of first-grade goods. Some sellers mix these defective items into packaging of first-grade products for sale, posing major safety and quality risks.

This article reveals the current operating landscape of China’s diaper contract manufacturing industry, with key insights for diaper brands:

1. **Underlying industry contradictions**: Contract manufacturers operate on extremely thin margins, typically around 5% profit. Raw materials account for 60% to 77% of total production costs, and prices for the core input SAP frequently fluctuate due to international conditions—SAP prices rose 15% earlier this year following an oil price increase. Sustained margin pressure from long-term industry price wars often pushes manufacturers to cut corners on materials, creating quality and safety risks that can damage brand reputation.

2. **Existing gray market risks**: It is common industry practice for sellers to mix defective second-grade products (meant for destruction) into shipments of first-grade goods. This practice was exposed in a previous 315 (China Consumer Rights Day) investigation, and has already harmed the reputation of multiple well-known brands. Brands must strengthen quality inspection and control over their supply chains and contract-manufactured goods.

3. **Shifting consumer trends**: Consumers are extremely cautious about baby diaper safety, and building brand trust is very difficult. Following this formamide scandal, sales of cloth diaper alternatives have already doubled. Brands should strengthen public quality disclosures and adjust product strategies to meet consumers’ rising demand for safety.

This article sorts out existing risks and market opportunities in the diaper industry, with key takeaways for sellers:

1. **Current industry risks**: Long-term cutthroat price competition has squeezed contract manufacturers’ margins to extreme levels, creating incentives to cut corners and use low-quality raw materials. Following this formamide-related trust crisis, consumer vigilance over diaper safety has risen sharply. Non-compliant product selection will easily trigger after-sales issues and ruin a store’s reputation.

2. **Sourcing pitfalls to avoid**: Be wary of low-cost diaper inventory without individual wrapping. Most of these are defective second-grade products, with wholesale prices just 30% of first-grade goods. Some suppliers sell these as first-grade products, creating compliance risks. This type of illegal resale of non-compliant goods has already been exposed in a previous 315 investigation.

3. **Emerging market opportunities**: Following the diaper trust scandal, sales of cloth diaper alternatives have grown more than 100%. At the same time, consumers are more receptive to products from certified, source manufacturers with formal safety credentials. Sellers can expand into these categories to capture new growth.

4. **Sourcing tips for small sellers**: Diaper contract manufacturers generally require large minimum order quantities, typically 10,000 pieces or even full container loads. Small sellers can source inventory through intermediaries that consolidate small, scattered orders.

This article outlines the current operating landscape and paths to self-improvement for diaper contract manufacturers, with key insights for factory owners:

1. **Core industry pain points**: The diaper industry has high technical transparency, no exclusive core technology, and severe product homogenization. Cutthroat price competition has pushed average contract manufacturing margins down to around 5%. Raw materials account for 60-70% of total costs, and SAP prices fluctuate sharply with international conditions, creating unstable profitability. Diaper production lines are asset-heavy high-speed equipment, and switching between small-batch orders creates high setup waste, making small orders unprofitable.

2. **Product development priorities**: Consumers’ core demands for diapers are skin-friendliness that prevents diaper rash, and strong absorbency with no leakage. The high-end market is willing to pay a premium for finer non-woven fibers, embossed dot top sheets, and higher SAP content. Product development should focus on upgrading these core features to meet demand.

3. **Paths to growth and transformation**: Leveraging existing raw materials and production equipment, factories can expand into structurally similar disposable hygiene products such as sanitary pads, baby wet wipes, and disposable pet products to share capacity and lower transformation costs. Factories can also build consumer trust by completing specialized safety testing and establishing return-and-refund after-sales systems, to capture opportunities from China’s ongoing consumer upgrade.

This article sorts out the current development status and core pain points of the diaper contract manufacturing industry, with key insights for industry service providers:

1. **Industry development trends**: The diaper industry has entered a period of cutthroat competition and low profit margins. Most contract manufacturers are expanding into multiple product lines, leveraging existing capacity to produce related disposable hygiene products. At the same time, a growing number of manufacturers have demand for connecting with China’s domestic consumer market, building their own brands, and improving consumer trust, creating strong demand for related third-party services.

2. **Core pain points for manufacturers**: The biggest pain point for contract manufacturers is sharp price volatility for core raw materials, which continuously squeezes profit margins. Second, asset-heavy high-speed production lines generate high setup waste for small-batch orders, making it impossible to accept scattered small orders. In addition, most manufacturers lack brand operation and trust endorsement capabilities, and struggle to reach end consumers directly.

3. **Opportunities for service providers**: Service providers can offer raw material price risk management to help manufacturers hedge against price volatility; provide flexible production transformation solutions to reduce production waste for small-batch orders; and offer testing and certification, brand operation, and channel connection services to help manufacturers solve problems related to trust building and market expansion.

This article exposes existing problems and shifting consumer behavior in the diaper industry, with key insights for e-commerce platform operators:

1. **Core industry demand from platforms**: Diaper contract manufacturers generally only accept large-batch orders, and lack the capacity to connect with scattered channels and small sellers, as well as the operational capability to reach end consumers directly. They need platforms to consolidate fragmented demand, provide operations and traffic support, and help manufacturers connect with the market to achieve brand transformation.

2. **Mitigating platform operational risks**: The diaper industry has a gray supply chain involving mixing second-grade defective goods into first-grade product shipments and allowing non-compliant products to enter the market, which can easily trigger mass safety incidents. Platforms must strengthen qualification checks for participating sellers and random product inspections, and establish formal quality control mechanisms to prevent problematic products from going on sale and damaging platform reputation.

3. **Platform招商 and operation directions**: Following the diaper trust crisis, consumer demand for source-factory products with formal safety certifications and high cost-performance has risen. Platforms can onboard qualified contract manufacturers and create dedicated "quality source goods" sections to align with this consumer trend. Meanwhile, sales of alternative categories such as cloth diapers have grown more than 100%, so platforms can increase招商 and traffic allocation for these categories to capture growth.

This article exposes the current development status and core contradictions of the diaper contract manufacturing industry, with key insights for industry researchers:

1. **Newly exposed core industrial problems**: The fast-moving consumer goods (FMCG) contract manufacturing industry has entered a stage of extreme margin compression. Diaper contract manufacturers earn an average profit margin of just 5%, and upstream core raw material prices fluctuate frequently due to international geopolitical conditions, continuously squeezing profit margins. This persistent profit pressure is the root cause of the recent safety scandal, exposing the structural problem of imbalanced profit distribution across the entire FMCG contract manufacturing supply chain.

2. **New industry trends**: Faced with low-margin pressure, most contract manufacturers are responding by expanding product lines horizontally, using existing capacity and raw materials to produce structurally similar products such as sanitary pads and disposable pet supplies. Some manufacturers have started to build after-sales trust mechanisms and explore private label transformation to meet the demand of China’s consumer upgrade.

3. **Industry phenomena worthy of in-depth research**: The diaper industry still maintains a division-of-labor model of contract manufacturer – intermediary – channel, with intermediaries capturing 10-20 percentage points of profit even as manufacturers actively cede margins. This structure is determined by the inherent feature of asset-heavy high-speed diaper production lines that require large orders, and stands in contrast to the disintermediation trend seen in many other industries, making it a valuable research topic.

4. **Policy implications**: To address frequent safety issues in the FMCG industry, policymakers need to guide the industrial chain toward a more reasonable profit distribution mechanism that guarantees fair profits for upstream producers. Only this can reduce the incidence of quality problems at the source.

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.

纸尿裤风波尚无定论，生产端已经开始自救

文丨张从容 编辑丨黄俊峰

【亿邦原创】提到纸尿裤“翻车”事件，有纸尿裤代工厂的业务员直接打开手机，调出了一份长达15页的甲酰胺检测报告，称自家老板在此次风波后特地做了这项检测。

6月18日，《经济参考报》发布报道，称好奇、碧芭宝贝、Babycare等品牌多款婴儿纸尿裤检出甲酰胺。涉事品牌紧急回应，称经权威第三方机构检测，未检测出甲酰胺。目前多部门已成立联合调查组下场彻查，截至发稿结果尚未公布。

事件的真相尚处于“罗生门”，品牌屡次发声明自证，家长急着找百分百靠谱的品牌。买卖双方乱成一锅粥，产品源头的代工厂却相对淡定。

亿邦动力调研的9家纸尿裤代工厂，只有这一家在事发后紧急送检出报告。其他代工厂有的表示自家产品出口全球，有欧洲、美国等多地的认证；有的说需订货才给看相关认证；有的说有质检报告，但不是今年做的检测，“不可能说每年做一个，它一个质检报告可以用很久的”。

此次舆论风波首当其冲的是品牌，这给了代工厂淡定的余裕。但这场风波的本质，正是上游制造端长期承压的利润空间，传导到整个生产链条的结果。

纸尿裤原料，少有“黑科技”

“这个东西（纸尿裤）本身很透明的。”有代工厂这样描述纸尿裤的构成。

纸尿裤的主要成分，是无纺布、木浆、吸水因子和塑料。产品一般分为4层：直接贴着肌肤的面层、导流层、吸水层和底膜。面层和导流层的最主要成分是无纺布；吸水层主要是木浆和吸水因子的混合物，再由包覆布包裹；底膜则多是聚乙烯塑料薄膜（PE薄膜）。

一般来说，纸尿裤工厂采购原材料后，无纺布和PE薄膜的切割、木浆与吸水因子的搅拌混合和压缩等步骤，基本在工厂内完成。目前国内主流纸尿裤生产基本实现自动化，只在包装时需要人工，部分甚至采用封闭生产线，“出来就成型了”。

此次深陷舆论中心的甲酰胺，并不是纸尿裤的主要原料。有业内人士认为，甲酰胺可能是作为柔软剂被添加进纸尿裤中的。

但在生产端，“柔软度”并不是优先事项。“我们几乎没有那么柔软的（产品），不会去这样做（添加甲酰胺）。”另一家工厂则指出，更柔软的面层势必拉高成本，“就可能没那么好卖了”。

亿邦动力调研发现，代工厂在介绍推销时，相比于柔软度，更强调面层的亲肤性，以防把婴儿娇嫩的臀部皮肤磨红。在生产端，亲肤性主要由面层的无纺布决定。无纺布纤维越细，面层越柔软（不依赖柔软剂添加），对皮肤的摩擦越小，整体成本也随之提高。

同时，相对低端的产品，其面层基本不会做处理。而更高端的产品，会在面层的无纺布压上不同类型的凹凸波点，减小与皮肤直接接触面积，从而降低摩擦；水流会集中先向凹处流，让面层起到一定导流作用。

除面层的手感外，对纸尿裤来说，最重要的是吸水层的吸水性，要求瞬吸、不反渗、不起坨。其中的高吸水树脂（SAP），是一种从石油中提炼的成分，在纸尿裤中通常呈现为白色小颗粒，吸水后体积增大，呈透明果冻状。

拆开纸尿裤可以发现：低价产品，吸水层内往往只能看到木浆，几乎摸不到SAP颗粒，为保持足够的吸水性，只能添加更多木浆，因此更厚、透气性更差；而价格较高的产品不仅SAP颗粒更多，且能更牢固地附着在木浆上，不易脱落。

有经销商称，他接触到的国内头部企业，使用的主要是日本进口的SAP，德国的不多。亿邦动力此次也调研到了一批使用国产SAP的代工厂。

无论在国际还是国内，SAP行业集中度都很高。截至2025年末，该领域排名前五的企业占全球总产能的65%以上，能正常生产SAP的企业我国也仅有约15家。数据显示，国内约80%的高端SAP市场被日本触媒、德国巴斯夫等外资品牌占据。

“利润5个点”，原料还涨价

“它肯定是找代加工，把别人（代加工厂）压榨得没有生存空间了！别人给它偷工减料，那事情就爆出来了。”有纸尿裤代工厂的销售负责人如此分析甲酰胺事件。在此前的媒体报道中，也有专家推测，为压缩成本，部分代工厂可能会在纸尿裤原料中掺杂工业废料，或使用劣质发泡助剂、劣质胶水等，处理不当后导致甲酰胺残留。

“没有黑科技”的领域，往往就等同于“卷王的战场”。

这位销售负责人表示，再大再权威的代工厂，也面临着这样的低利润窘境；业内有同行为节省原材料成本，会回收过期纸尿裤做二次加工。

对中小商家而言，还有其他节省成本的手段。有工厂将婴儿纸尿裤整体分为一等品和二等品，其中不乏国内头部集团。一等品安全、质检合格、无瑕疵；二等品同样声称安全，但存在小瑕疵，如印刷错误、留存接缝等。二等品的批发价仅为一等品的三成。

但二等品基本没有单片包装，只有透明外包装。有经销商透露，可以把二等品塞进一等品包装里销售，或者自己设计包装，充当头部品牌的二等品销售。

这样的操作存在风险。2025年的3·15就曝光了：有公司收购正规企业本应销毁的不合格卫生巾和婴儿纸尿裤，倒卖形状完整、无明显污渍和破损的二等品，涉及多个知名品牌。

在低价内卷的环境中，就容易滋生此类灰色操作。

有业务员表示，面向采购商，代工厂只赚5%的利润。这一说法得到了其他工厂同行的印证：“你要把这5个点的利润给压掉，一分钱不让赚，就让工厂维持运转，怎么可能？肯定会给你偷工减料。”

国产中高端婴儿纸尿裤，市面上每片能卖到1元至1.5元。而据亿邦动力调查的代工厂给到的无瑕疵一等品批发报价，平均下来约为0.5元。

从国内多家纸尿裤核心上市企业财报来看，为品牌代工做纸尿裤，毛利率在20%左右。2025年，纸尿裤品牌“好之”母公司百亚股份，ODM业务毛利率16.6%；可靠股份的代工业务集中于婴儿护理产品，毛利率21.5%；豪悦护理以代工业务为核心，作为花王、金佰利等大牌的代工厂，其婴儿卫生用品毛利率20.4%。

这些纸尿裤代工厂的营业成本，集中于原材料，占总成本的60%至70%。例如百亚股份的纸尿裤直接材料成本，在其营业成本中占比高达61.8%；可靠股份的原材料成本，占比更高达77.3%。

SAP是原料成本中的最大头，占比约6成。这一重要原料的成本，还会出现不受控的波动。最近一次就在今年年初，受中东形势剧烈影响，石油价格飙升，进而导致SAP价格上涨。有商家回忆，冲突发生后，高吸水树脂价格上涨约15%；相应的，他们也将批发价涨了15%。

还有代工厂吐槽，不仅SAP，所有和塑料相关的原材料，都因国际形势涨了价，包括纸尿裤的PE底膜、单片包装、外包装，“连塑料袋都涨！”实际上，塑料的单片包装和外包装确实已成为纸尿裤的重要成本。亿邦动力了解到，塑料外包装的成本为2到4元；没有单片包装、纯透明外包装的纸尿裤，单片批发价则能压到0.26元/片。

值得注意的是，部分代工厂虽然利润低，却仍不与客户直接建联来吃掉中间商的利润。一位业务员聊到商超渠道，直言：自家工厂不会和沃尔玛之类的商超直接对接，反而会由中间商促成合作，主动让后者赚走约10到20个点的利润。

对方解释其中原因：对工厂而言，商超的订单多为小批量、多批次，工厂主要接的还是大单；而中间商正擅长整合多个渠道的零散需求，给工厂下大单。

“大单模式”确为纸尿裤行业的主导模式。当被问及“多少件起批”，有代工厂明确答复5万片起批，有的没有给出确切数据，但也模糊提出需要“万把片”起批；还有的表示，有产品设计需求的“3个柜”起批，没有相应需求的“1个柜”起批。这里的“柜”指的是集装箱。

亿邦动力从代工厂了解到，纸尿裤利润较薄，只能靠大批走量，小批做不了。同时，纸尿裤的生产流程也决定了其必须走量。纸尿裤生产线属于高速重资产设备。目前主流产线速度可达300至500片/分钟，部分新设备每分钟可生产1000片以上。小批次生产，设备需停机进行长时间调整。疫情期间就有纸尿裤工厂频繁换尺码生产，每次换号需调试数小时，期间全线停机，还需更换零件、材料等。据统计，当时换号32次，工厂便被迫流失了3.2万件纸尿裤。

所以有些工厂都不会为小订单备货。当被问到工厂是否有现货时，部分厂家回答“不一定有现货，得看库存”。

舆论风波的边缘，工厂已开始“自救”

亿邦动力调研的代工厂，都不只有婴儿纸尿裤一项业务。

有代工厂积极地展示自家在卫生巾产品上的创新，比如在卫生巾里加入艾草粉，据称能防瘙痒、抗炎症；比如把卫生巾装进口红盒一样的小方盒里，解决部分用户外带卫生巾时的尴尬。还有的厂家以无纺布为核心，拓展了婴儿湿巾、口水巾、餐巾、一次性泳裤，还有对应的宠物用品，如宠物口水巾、宠物浴巾等多条产品线。

这类一次性卫生用品的原料和结构都与纸尿裤相似。例如婴儿口水巾，同样面层是无纺布，吸水层是一层木浆和SAP混合物，底层是PE塑料膜，用魔术贴固定；卫生巾的结构也与之类似。市面上的许多一次性日化用品，其实基本来自相同的工厂。

而这些一次性卫生用品，大多也经历过信任危机事件。

2024年，网友自发测量卫生巾，发现多个知名品牌产品长度缩水，紧贴着国家标准的“±4%的误差范围”下限，消费者质疑其偷工减料；卫生巾pH值要求偏低，仅与窗帘、外套等纺织品标准相同；有部分卫生巾品牌被曝出现异物、虫卵、不明污渍等。

这在当时显著影响了消费者的购买取向，除了械字号卫生巾被疯抢外，一批源头工厂品牌因便宜、质量好、安全而接住了这波“泼天富贵”。亿邦动力也从兼有卫生巾代工业务的工厂了解到，在那场卫生巾的信任危机中，他们借势开发了一款高端卫生巾，零售价近2元/片。

但此次婴儿纸尿裤的信任危机中，目前还没有纸尿裤品牌或工厂实现“转危为机”，反而是作为替代品的多家布尿裤商家销量增长超100%。

对于婴儿用品，家长们更加谨慎，建立信任基础也更难。有的是产地信任，有宝妈称自家孩子只用日本的纸尿裤。有的则是根据权威建立信任，比如月子中心给孩子用的是某国际大牌的纸尿裤，那么就倾向信任这个品牌。

提高的需求也已经传导到了供应端。有些出口欧美的纸尿裤，甚至会反过来按国内的市场要求制作。“外贸的货你直接拿去内销，不好卖。”有业务员指着外贸的纸尿裤说，“肯定要有牌子的，有些杂牌的话不敢用”。

在安全认证方面，如前文所述，只有极少数代工厂做了专门的甲酰胺检测，其他多是从侧面来解释，主要是靠出口认证，包括欧盟CE认证、美国FDA注册等，用“自家产品出口世界各国，不会有质量和安全问题”的逻辑来“自证清白”。

部分代工厂通过建立类似电商的售后制度，试图解决信任危机。如果客户拿货后，有消费者反馈孩子出现红屁股、过敏等不良反应，代工厂支持客户退货退款，因为批发价中就包含了处理此类售后的费用，但截止目前暂未出现实际案例。

相比于突发的舆论漩涡，纸尿裤生产端的常态化承压——极限压缩的利润，随时受到不可抗力影响的原材料成本，才是这一产业链条的真正难点。在这场风波尚未切实波及到自身时，上游代工厂已经纷纷开始“自救”，但面对这道被低利润和波动成本死死卡住的算术题，如何在守住安全底线的同时，为生产端挣出合理的行业发展红利，仍是一个长期课题。

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文章来源：亿邦动力