2021122_艾瑞咨询_2020年透明质酸应用场景白皮书（56页）.pdf

202022021.1 iResearch I 01 02 17.0%03 05 80%04 3 1 2 3 442021.1 iResearch I 2021.1 iResearch I 140-338mg/L 0.03-0.18mg/L 200mg/L 4100mg/L 0.1-0.5mg/L 1400-3600mg/L 0.053mg/L 0.3-2.2mg/L 0.46mg/L 8.5-18mg/L 0.02-0.32mg/L 16 21.4 8.8mg/L 1.1 0.5mg/L 1000*52021.1 iResearch I Dalton:Dalton Da 1kDa=1,000Da 1,800k2,200k Dalton*1,000k1,800k Dalton 10k1,000k Dalton 10k Dalton 62021.1 iResearch I Meyer 70 80 1990 1992 2011 2008 2018 2020 1934 1970-1980 2000 1990 2020 72021.1 iResearch I/2021/1/3D 8 1 2 3 492021.1 iResearch I41.7%44.9%45.6%46.0%48.3%57.8%53.2%50.0%50.3%48.2%54.4%51.3%50.5%50.0%47.8%37.8%42.7%46.0%45.8%48.2%3.9%3.8%3.9%4.0%4.0%4.4%4.0%4.0%3.9%3.6%2803504205005804506207509151150-1800-1300-800-300200700120017000%20%40%60%80%100%120%140%160%180%200%2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e2015-2024%1 2015-2024e CAGR:17.0%2020 102021.1 iResearch I Top1 39.0%,39.0%,13.0%,9.0%*,8.0%,6.0%,6.0%Kewpie,4.0%Contipro,4.0%Givaudan,2.0%,9.0%2019 2020 6 2019 2019 226 320 2019 81.0%112021.1 iResearch I/122021.1 iResearch I-30*132021.1 iResearch I-ISO 1/50 1/20 2019 12-14g/L 2 23 14 1 2 3 4152021.1 iResearch I/16172021.1 iResearch I 10%1 41.6%47.7%52.2%53.8%54.5%55.2%56.3%58.5%59.4%60.5%35.6%27.5%24.2%22.8%22.5%22.6%21.1%19.6%19.2%18.2%22.8%24.8%23.7%23.4%23.0%22.2%22.6%21.9%21.4%21.3%45 51 60 69 78 85 95 106 117 126-300-200-10001002003000%20%40%60%80%100%120%140%160%180%200%2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e2015-2024%2015-2024e CAGR:12.0%16.8%11.2%4.0%182021.1 iResearch I PE ST 2025 192021.1 iResearch I 202021.1 iResearch I 2021.1 iResearch I 65 212021.1 iResearch I 222021.1 iResearch I 3D 3D 3D 3D-23242021.1 iResearch I 1 466 492 525 583 620 680 730 800 870 920 2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e2015-2024 2015-2024e CAGR:7.6%7.6%2024 920 252021.1 iResearch I 1 2 20 3 30,000*2020 PE ST 262021.1 iResearch I272021.1 iResearch I 2021.1 iResearch I 69.5%282021.1 iResearch I/292021.1 iResearch I-302021.1 iResearch I 2021.1 iResearch I AcHA 100%102%103%50%60%70%80%90%100%110%AcHA 60%79%93%50%60%70%80%90%100%110%(%)(%)0.01%AcHA0.05%AcHA 0.01%AcHA0.05%AcHAAcHA 100%99%102%50%60%70%80%90%100%110%100%94%89%50%60%70%80%90%100%110%(%)(%)3 7 3 7 0.1%AcHA 31322021.1 iResearch I 1 2016-2024e CAGR:7.0%19 20 22 23 25 27 28 30 32 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e2016-2024 332021.1 iResearch I 2030 2008 5 2021 1 7 PE ST 342021.1 iResearch I 2021.1 iResearch I 2008 48 15 2 2 352021.1 iResearch I 2021.1 iResearch I 2020 161 Q 362021.1 iResearch I 2021.1 iResearch I N=52 12,30-50 120mg/45 N=33,21-59 150mg/90 8.8 8.8 8.9 9.6 8.28.48.68.899.29.49.6+9.0%6.6 4.0 2.3 3.0 0.6 1.1 01234567 0 45 90 45 9+1.0%90 91%90 73%372021.1 iResearch I-38392021.1 iResearch I 2021.1 iResearch I 1 978 1,220 1,340 1,708 2,024 2,258 2,532 2,792 3,059 3,326 2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e 2015-2024 2015-2024e CAGR:14.6%72.1%68.9%67.7%62.5%57.6%45.3%14.6%2024 3326 402021.1 iResearch I 2018 2018 2018 PE ST 412021.1 iResearch I 2018 0.03%0.09%1.2.422021.1 iResearch I 24 16 25kg 8 66%52%67%51%69%49%71%47%40%50%60%70%80%30 60 120 180 180%432021.1 iResearch I-1%20-30%44 1 2 3 4452021.1 iResearch I 2021.1 iResearch I N=1237 2020 9 online H1:H2:N=1237 2020 9 online H3:H4 1%10%42%34%13%69%31%44%22%17%51%21%28%82%39%33%32%18%20%19%19%57%37%47%462021.1 iResearch I59%48%46%44%43%38%27%26%25%21%20%28%26%24%20%12%40%25%24%24%21%18%15%11%11%10%8%13%10%11%9%7%/%N=1237 2020 9 online H5 H6 95%79%41%26%24%19%13%11%472021.1 iResearch I 2021.1 iResearch I N=972 2020 9 online A2 1 N=972 2020 9 online A3 2 N=686 A2-1 20%24%30%65%67%71%75%/67%56%54%48%47%40%40%20%482021.1 iResearch I 2021.1 iResearch I25%60%12%2%1%33%55%10%1%1%3%24%41%21%7%4%5%5%-10%10%-20%20%-30%30%-40%40%2020 9 online A4 A5 N=972 2020 9 online A6 A7 N=833-51%61%59%Top2-88%Top2-86%18%492021.1 iResearch I 2021.1 iResearch I 2020 9 online B2 N=915 2020 9 online B3 N=915 B2-1 N=63419%21%29%60%62%69%74%/74%61%59%53%52%49%36%38%26%/502021.1 iResearch I 2021.1 iResearch I28%53%15%3%1%32%52%13%3%1%3%21%41%23%8%4%5%5%-10%10%-20%20%-30%30%-40%40%2020 9 online B4 B5 N=915 2020 9 online B6 B7 N=741-84%top1 68%63%58%Top2-84%Top2-81%18%85%5%-30%18%512021.1 iResearch I 2021.1 iResearch I/2020 9 online C2 N=642 2020 9 online C3 N=642 C2-1 N=36019%25%32%56%57%62%65%/80%74%70%69%65%63%43%37%21%522021.1 iResearch I 2021.1 iResearch I35%50%13%2%1%37%50%10%2%1%6%24%37%20%8%5%5%5%-10%10%-20%20%-30%30%-40%40%2020 9 online C4 C5 N=642 2020 9 online C6 C7 N=542-85%62%66%62%57%Top2-87%Top2-85%18%532021.1 iResearch I 18-40 1-3 13.6%75.4%11.0%55%45%21.0%28.0%28.0%23.0%18-25 26-30 31-35 36-40 2020 9 online/S3 S4 S5 S7 Y3 S9:N=123724.0%76.0%30.0%32.0%22.0%16.0%14%35%25%10%5%11%6001-10000 10001-20000 20001-30000 30001-40000 40001-50000 50000 24541/54 Keep Learning 400-026-2099 55