疫情期间安全套市场爆发：国产厂商如何挑战国际巨头？
全球安全套市场正经历前所未有的变化。随着COVID-19疫情持续，安全套需求激增，而供应链却面临挑战。马来西亚全球最大的安全套生产商康乐公司(Karex Bhd)警告，疫情已造成1亿个安全套缺口。
The global condom market is undergoing unprecedented changes. As the COVID-19 pandemic continues, condom demand has surged, while supply chains face challenges. Malaysia's Karex Bhd, the world's largest condom manufacturer, warned that the pandemic has caused a shortage of 100 million condoms.
国内安全套厂商诺丝品牌董事长江志铭表示，近两个月线上销售额同比基本实现"翻一番"。FAMA安全套品牌创始人阿木木透露，高峰期销量同比上涨近70%。
Jiang Zhiming, director of domestic condom brand NOS, said that online sales in the past two months have basically doubled year-on-year. Amumu, founder of FAMA condom brand, revealed that sales during peak periods increased by nearly 70% year-on-year.
供应现状：国内不会短缺但可能涨价
Supply Status: No Shortage in China But Prices May Rise
疫情期间，人们宅家时间变长，安全套需求上升。拼多多"宅家十大热销商品"榜单中，安全套及相关产品榜上有名。成都市卫健委和上海市卫健委都采取措施确保避孕药具供应。
During the pandemic, as people stayed at home longer, condom demand increased. Condoms and related products were listed in Pinduoduo's "Top 10 Best-selling Products at Home". Health commissions in Chengdu and Shanghai have taken measures to ensure contraceptive supplies.
立邦橡胶CEO表示，公司将持续满负荷运转至9月，预计今年将生产19亿只安全套，比平均年产量增长27%。
The CEO of Libang Rubber said the company will continue to operate at full capacity until September and is expected to produce 1.9 billion condoms this year, a 27% increase over the average annual output.
技术突破：国产0.01mm聚氨酯安全套问世
Technological Breakthrough: Domestic 0.01mm Polyurethane Condom Launched
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，打破国外垄断。目前年产2亿只，为屈臣氏、杰士邦等品牌代工。
Ketian Health successfully developed China's first 0.01mm water-based polyurethane condom in 2016, breaking foreign monopolies. Currently producing 200 million pieces annually, OEM for brands like Watsons and Jissbon.
然而，即便拥有核心技术，国产品牌的市场化之路仍面临挑战。杜蕾斯、冈本、杰士邦占据了大部分市场份额，新品牌突围困难。
However, even with core technologies, domestic brands still face challenges in marketization. Durex, Okamoto and Jissbon occupy most of the market share, making it difficult for new brands to break through.
市场前景：存量机会有限，创新是关键
Market Outlook: Limited Opportunities, Innovation is Key
根据Grand View Research数据，2018年全球安全套市场估值约79亿美元，预期年均复合增长率为8.5%。杜蕾斯净利率达9%，人福医药2019年上半年安全套业务营收8.16亿元。
According to Grand View Research, the global condom market was valued at approximately $7.9 billion in 2018, with an expected CAGR of 8.5%. Durex's net profit margin reached 9%, and Humanwell Healthcare's condom business revenue in the first half of 2019 was 816 million yuan.
江志铭认为，目前市场竞争已"白热化"，存量机会不多。未来需要加大研发投入，根据消费者需求设计新品类，同时考虑对外贸易机会。
Jiang Zhiming believes that market competition has become "fierce" with few remaining opportunities. The future requires increased R&D investment, designing new categories based on consumer needs, while considering foreign trade opportunities.
