达能正加大在中国的研发投入，计划推出更多面向该国老龄人口的医学营养产品。
Danone is ramping up research investment in China as it plans more medical nutrition products aimed at the country’s aging population.
这家以富含蛋白质的酸奶和强化饮料闻名的法国企业周一在上海开设了研发创新中心——这是继法国和新加坡之后的第三个所谓“OneBiome实验室”，将重点关注肠道菌群等领域。
The French maker of protein-rich yogurts and fortified drinks opened a research and innovation center in Shanghai on Monday — its third so-called OneBiome Lab after France and Singapore — to focus on areas including gut bacteria.
首席执行官安托万·德圣阿夫里克在接受采访时表示：“在健康老龄化和我们的生命支持业务方面存在巨大机遇。”他援引该公司在蛋白质方面的“强大科学实力”，称蛋白质对肌肉和活动能力至关重要。“我们所做一切的核心是微生物群，它是大多数疾病的根源，也是达能的发源领域。”尽管达能的专业营养产品（如爱他美婴幼儿配方奶粉）在中国广受欢迎，但该公司也深知，其占2025年全球销售额12%的第二大市场正经历深刻的人口结构变化。
“There is a big opportunity around healthy aging and around our life support,” Chief Executive Officer Antoine de Saint-Affrique said in an interview, citing the company’s “strong science” in proteins that he said are essential for muscles and mobility. “At the heart of what we are doing is microbiota, which is at the origin of most diseases and which is a field where Danone was born.”While Danone’s specialized nutrition products such as Aptamil infant formula are popular in China, it also knows its second-largest market accounting for 12% of global sales in 2025 is going through a profound demographic shift.
除2024年龙年出现生育小高峰外，出生率正在暴跌，去年出生人口不足800万，而2017年约为1700万。
Outside a baby boom in the Year of the Dragon in 2024, birth rates are plummeting, with just under 8 million last year compared with about 17 million in 2017.
与此同时，中国政策制定者提到“银发经济”，用以形容受益于全球化、长达二十年的房地产繁荣和快速经济增长的老一代人。中国约有3.6亿人，即约四分之一，出生于1962年至1975年间的人口激增期。
Meanwhile Chinese policymakers refer to a “silver economy” to describe an older generation that benefited from globalization, a two-decade real estate boom and rapid economic growth. About 360 million people in China, or roughly a quarter, were born during a population surge between 1962 and 1975.
圣阿夫里克表示，达能的研发旨在抓住维持活动能力、管理菌群以及通过医学营养支持健康的不断增长的需求。他补充说，本周将在进博会上推出新产品，包括一款用于持续体重管理的补充剂。
Danone’s research aims to capture growing demand for maintaining mobility, managing microbiota, and supporting health through medical nutrition, Saint-Affrique said. It will also launch products at the China International Import Expo this week, he added, including a supplement for sustained weight management.
圣阿夫里克执掌这家法国乳制品集团已五年，正推行一项扭亏计划，核心是剥离表现不佳的业务并大力发展健康食品产品组合。
Saint-Affrique is five years into a turnaround of the French dairy group, based on offloading underperforming businesses and pushing its healthy food portfolio.
随着消费者对蛋白质和肠道健康的追捧，达能旗下高蛋白酸奶在各个市场的需求激增。专业营养业务（包括婴幼儿配方奶粉和医院管饲产品）虽少受关注，却是最新季度增长最快的业务。
Demand for Danone’s high-protein yogurts has soared across markets amid a consumer craze for protein and gut health. The specialized nutrition business, which includes infant formula and hospital tube feeds, has generated less buzz but was its fastest-growing business in the latest quarter.
达能去年收购了生产植物基医学营养产品的凯特农场，以助推其在美国的增长，而专业营养市场在亚太地区也在强劲增长。
Danone last year acquired Kate Farms, which makes plant-based medical nutrition products for children, to help drive growth in the US, while the specialized nutrition market is also growing strongly in Asia-Pacific.
鉴于许多国家人口老龄化，达能一直在寻求将业务从主要用于医院的专业管饲产品拓展至更多可在药店销售的非处方产品。
Given the aging population in many countries, Danone has been looking to expand beyond specialized tube-feeding products used into hospitals into more over-the-counter items to be sold at pharmacies.
圣阿夫里克表示，随着婴儿减少，中国父母对配方奶粉制造商投资科学研发以实现改进抱有更高期望。尽管如此，他预计达能的销售结构——目前更偏向早期生命营养产品——未来将随着医学营养业务追赶而变得“更加均衡”。
Saint-Affrique said that with fewer babies, parents in China have higher expectations on formula makers to invest in science to improve. Still, he expects Danone’s sales — currently skewed more to early life products — to become “more balanced” with medical nutrition catching up in the future.
这位首席执行官还预测，中国婴幼儿配方奶粉行业将出现更多整合，“由更优质量、更优科学驱动”，以将增值产品推向市场。他补充称，尽管达能对各种选择持开放态度，但公司更有可能专注于有机增长销售。
The CEO also predicted more consolidation in China’s infant milk formula industry, “driven by better quality, better science” to bring value-added products to the market. Though Danone is open to options, the company is more likely to focus on growing sales organically, he added.