安全套行业迎来新机遇：国产品牌能否在疫情下逆袭？

安全套行业迎来新机遇：国产品牌能否在疫情下逆袭？

Condom Industry Sees New Opportunities: Can Domestic Brands Make a Comeback During the Pandemic?

疫情对全球安全套产业链的影响成为热门话题。马来西亚全球最大的安全套生产商康乐公司(KarexBhd)警告，疫情因素已造成1亿个安全套缺口。一时间，市场热议不断。

The impact of the pandemic on the global condom supply chain has become a hot topic. Karex Bhd, the world's largest condom manufacturer in Malaysia, warned that the pandemic has caused a shortage of 100 million condoms. This has sparked widespread discussion in the market.

国内供应不会短缺，但可能会涨价

Domestic supply won't be short, but prices may rise

疫情期间，人们宅在家中的时间变长，安全套需求逐渐上升。电商平台拼多多发布"宅家十大热销商品"榜单，安全套及相关产品榜上有名。

During the pandemic, as people spend more time at home, condom demand has gradually increased. E-commerce platform Pinduoduo released a list of "Top 10 Hot-selling Products at Home," with condoms and related products making the list.

值得注意的是，在内需上升的同时，外部供应也面临挑战。康乐公司称，受疫情影响，其马来西亚的3个工厂已经停工一个多星期了。

It's worth noting that while domestic demand is rising, external supply is also facing challenges. Karex said that due to the pandemic, its three factories in Malaysia have been shut down for more than a week.

国产品牌有技术突破，但市场认知度低

Domestic brands have technological breakthroughs but low market recognition

长期以来，国内安全套大部分市场被海外厂商占据。根据中国产业信息网数据，2018年，杜蕾斯品牌占有中国安全套市场30%的市场份额。

For a long time, most of China's condom market has been occupied by foreign manufacturers. According to data from China Industrial Information Network, in 2018, Durex brand accounted for 30% of China's condom market share.

经过多年发展，国内具备规模的安全套企业不断涌现。科天健康在2016年成功研发中国首款0.01mm水性聚氨酯安全套，并获批上市。

After years of development, large-scale domestic condom companies have emerged. Ketian Health successfully developed China's first 0.01mm water-based polyurethane condom in 2016 and obtained approval for market launch.

安全套市场诱人，但存量机会已不多

The condom market is attractive, but there are few remaining opportunities

来自Grand View Research的数据显示，2018年全球安全套市场估值约为79亿美元，预期年均复合增长率为8.5%。另外，安全套净利润高，以杜蕾斯为例，其净利率达到了9%。

Data from Grand View Research shows that the global condom market was valued at approximately $7.9 billion in 2018, with an expected annual compound growth rate of 8.5%. Additionally, condoms have high net profits - Durex, for example, has a net profit margin of 9%.

科天健康相关人士表示，目前，安全套头部市场格局已经趋于稳定。杜蕾斯、冈本、杰士邦占据了绝大部分的市场份额，其他品牌想要抢占市场非常困难。

A representative from Ketian Health stated that the current leading condom market structure has stabilized. Durex, Okamoto, and Jissbon occupy the vast majority of market share, making it very difficult for other brands to compete.

江志铭认为，目前国内安全套市场的竞争已经"白热化"，存量市场的机会已不多。如果新的品牌没有很好的突破能力，很难在市场突围。

Jiang Zhiming believes that competition in China's condom market has become "white-hot," with few opportunities remaining in the existing market. New brands without strong breakthrough capabilities will find it difficult to succeed.