疫情期间安全套需求激增：国产厂商如何挑战国际品牌？
全球安全套产业链正面临前所未有的挑战与机遇。随着疫情持续，居家隔离政策导致安全套需求显著增长，而供应链中断又造成短期供应缺口。这一特殊时期，中国安全套厂商正迎来逆袭国际巨头的关键窗口期。
线上销售翻倍增长，国产厂商加速布局。诺丝品牌董事长江志铭透露，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也表示，高峰期销量同比上涨近70%。
The global condom industry chain is facing unprecedented challenges and opportunities. With the ongoing pandemic, home quarantine policies have led to a significant increase in condom demand, while supply chain disruptions have caused short-term supply gaps. During this special period, Chinese condom manufacturers are facing a critical window to challenge international giants.
Online sales doubled, domestic manufacturers accelerated layout. Jiang Zhiming, director of Nox Brand, revealed that online sales in the past two months have basically doubled year-on-year. Amumu, founder of FAMA condom brand, also said that sales during peak periods increased by nearly 70% year-on-year.
供应现状：国内产能充足但成本压力上升
Supply Status: Sufficient Domestic Capacity but Rising Cost Pressure
尽管马来西亚最大安全套生产商康乐公司(Karex Bhd)警告称疫情导致1亿个安全套缺口，但国内厂商普遍表示供应充足。上海名邦橡胶制品有限公司产量已达疫情前的120%，兰州科天健康科技股份有限公司复工率达98%。
Although Malaysia's largest condom manufacturer Karex Bhd warned that the epidemic has caused a shortage of 100 million condoms, domestic manufacturers generally said that supply is sufficient. Shanghai Mingbang Rubber Products Co., Ltd.'s output has reached 120% of pre-epidemic levels, and Lanzhou Ketian Health Technology Co., Ltd.'s resumption rate reached 98%.
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。目前该公司已投产5条生产线，年产水性聚氨酯安全套2亿只，并为屈臣氏、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. The company has now put into operation 5 production lines with an annual output of 200 million water-based polyurethane condoms, and provides OEM services for brands such as Watsons and Jissbon.
市场格局：国际品牌仍占主导地位
Market Pattern: International Brands Still Dominate
杜蕾斯占有中国安全套市场30%的份额，冈本排名第二，杰士邦约占10%。尽管国产厂商在技术上取得突破，但市场认知度仍然较低。科天健康相关人士表示："如果质量和体验过关，但缺乏市场知名度，也很难挤进去。"
Durex occupies 30% of China's condom market, Okamoto ranks second, and Jissbon accounts for about 10%. Although domestic manufacturers have made technological breakthroughs, market awareness is still low. A relevant person from Ketian Health said: "Even if the quality and experience meet the standards, it's still difficult to break in without market recognition."
未来趋势：差异化竞争是关键
Future Trend: Differentiation is Key
江志铭指出，目前国内安全套市场竞争已"白热化"，新品牌需要加大研发投入，开发满足消费者体验需求的新品类。同时，随着市场逐步平稳，国内厂商也在考虑对外贸易机会。
Jiang Zhiming pointed out that the competition in the domestic condom market has become "fierce", and new brands need to increase R&D investment to develop new categories that meet consumers' experience needs. At the same time, as the market gradually stabilizes, domestic manufacturers are also considering foreign trade opportunities.
行业数据显示，2020年全球安全套市场规模预计达70.3亿美元，销量将增至446.8亿只。在中国，2017年安全套使用量就已突破100亿只，市场潜力巨大但竞争激烈。
Industry data shows that the global condom market size is expected to reach $7.03 billion in 2020, with sales increasing to 44.68 billion. In China, condom usage exceeded 10 billion as early as 2017, showing huge market potential but fierce competition.
