益普索：小趋势深洞察-乳品消费新常态（2023）_36页_1mb.pdf

Ipsos 2023 Ipsos All rights reserved.Contains Ipsos Confidential and Proprietary informationand may not be disclosed or reproduced without the prior written consent of Ipsos Ipsos|Ipsos Proposal2 Ipsos Ipsos 3 30%49%2019年 2020年 2020 300g 300500g2016年 2022年 9.21 9.03 10.040204060801001202019 2020 2021 2018-2021/Ipsos 4 INF 37%41%45%48%52%58%61%64%67%75%2012 2013 2014 2015 2016 2017 2018 2019 2020 2025E Ipsos 5-505101520252008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 20202008-2020%YOY YOY YOY Ipsos 6 2013-2014 2017 2018-2019 2020 2021-2022 PET 0 Ipsos|Ipsos Proposal7 Ipsos Ipsos 8 63.9%13.6%22.5%+5.5%2020.02+1.9%2020.02 N=1529 2020.02 2020.04 2021.12 Ipsos 9“Ipsos Ipsos 10 01TREND.ONE Ipsos 11 69%83%80%78%77%76%/93%91%90%90%88%Ipsos 12 0 Syndication 2019 2021 13315-30 120 Ipsos 13 116 129 124 138 156 113 118 Index=/*100 18%70%84%29%61%46%36%18%26%44%29%31%/15%19%77%/69%47%25%29%32%16%38%2019 2021 Syndication Ipsos 14 Syndication 2019 2021 113118 Ipsos 15 Index=/*100 19%67%86%33%62%34%18%25%47%28%/19%22%84%/67%54%29%27%33%14%36%2019 2021 121 115 140 139 133 122 118 49%33%Syndication Ipsos 16 Syndication 2019 2021”105110 Ipsos 17 Index=/*100 67%86%33%62%41%20%25%37%25%/21%84%/67%54%26%27%29%18%28%2019 2021 41%29%112 122 112 114 118 145 117 23%22%Syndication Ipsos Ipsos 18 02TREND.TWO Ipsos 19 89%2021 79%86%89%2019 2020 2021 Ipsos 20 21-35 Syndication Ipsos 21 Syndication 2019 2021/Index=/*100 113 75 110 162 100 62 100 Ipsos 22/30-40 Syndication Ipsos 23 Syndication 2019 2021 Index=/*100 142 154 81 77 89 70 71 Ipsos Ipsos 24 03TREND.THREE Ipsos 25 DIY Ipsos 26+132 136 146 147情感驱动备注：Index=需求人群/Total*100口 味新 鲜 的口 感 丰 富 有层 次方便购买 的可以一次性吃完的口味丰富多样的口味/口感好高品质的可 以随时 随地饮用 的新颖/独特 的包装功能驱动酸 甜口味 Syndication Ipsos 27 Syndication 2019 2021 Index=/*100 138 100 133 54 120 77 100 Ipsos Ipsos 28 04TREND.FOUR Ipsos 29+/Ipsos 30 153 119 157 143 143平静安心情感驱动备注：Index=需求人群/Total*100健 康无负担口 感 丰富 有层次快速补充 能量包 装好看的口味丰富多样的口味/口感好天然无添加的可 以随时 随地饮用 的 110 130 125帮助消 化功能驱动 Syndication Ipsos 31 Syndication 92 125 92 100 143 77 77 2019 2021 Index=/*100/Ipsos&DIY+32 Ipsos|Ipsos Proposal 33 Ipsos Ipsos Syndication 12345+/Ipsos Syndication 15-50=51%49%2019 11 2021 02 2022 01 2022 12 Nov 2019/2020/2021/2022 RMB 68,000 1 3500+THANK Michael ChanMichael ChanITel:+86 18620933039 Yongxin Dengyongxin.DengITel:+86 13480233515