新兴市场卫生用品白皮书 2025 Emerging Markets Hygiene Product White Paper

扫码了解详情扫码了解详情版权所有©2025弗若斯特沙利文21OverviewofEmergingMarketsHygieneProductIndustry2StatusQuoandCompetitiveLandscapeoftheBabyDiapersandBabyPantsIndustryinEmergingMarkets3StatusQuoandCompetitiveLandscapeoftheFeminineHygieneProductsIndustryinEmergingMarkets4UpgradationandBusinessDevelopmentofHygieneProductsIndustryinEmergingMarketsEmergingMarkets3productglobalization),populationgrowthKimberly-Clark.diversification,personalizatgovernment-businesscoDefinitionEasternEasternAfricaClassificationClassificationSouthernAfricaSouthernAfricaNorthernAfricaNorthernAfricaMiddleAfricaMiddleAfricaCentralAsia LatinAmericaLatinAmerica5areabundantinvestmentopportuniticonstruction,manufacturingupgrading,importantdrivingforce6%,2020-2029Efactors.Source:Frost&Sullivan7%,2020-2029E3.403.203.002.802.602.402.202.001.801.601.401.201.000.800.600.400.200%202020212022202320242025E2026E2027E2028E2029ESource:Frost&Sullivan845-4940-440.0%0.0%0.0%0.0%0.0%0.0%0.1%0.2%0.3%0.6%0.8%1.1%0.0%0.1%0.2%0.0%0.2%0.5%1.2%0.6%1.6%2.3%1.0%1.6%2.2%2.7%2.9%3.3%3.6%3.5%3.5%3.5%3.5%3.5%3.2%0.5%1.2%0.6%1.6%2.3%1.0%1.6%2.2%2.7%2.9%3.3%3.6%3.5%3.5%3.5%3.5%3.5%3.2%3.2%3.2%3.3%3.4%3.4%3.5%3.6%3.3%1.4%1.7%1.4%1.7%1.6%2.1%2.5%2.1%2.5%3.0%3.4%3.9%4.5%2.5%3.0%2.9%2.7%2.8%2.8%2.7%2.7%2.6%2.6%2.7%2.6%3.4%2.9%2.7%2.8%2.8%2.7%2.7%2.6%2.6%2.7%2.6%5.2%5.3%5.2%5.9%6.4%6.0%5.9%6.4%6.6%7.0%2.3%2.2%7.2%7.0%2.3%2.2%0.0%0.0%0.2%0.5%0.9%0.0%0.0%0.1%0.0%0.0%0.2%0.5%0.9%1.4%0.6%1.1%1.4%2.4%2.7%3.0%2.0%2.4%2.7%3.0%2.9%4.1%4.2%4.1%4.2%3.3%3.4%4.0%4.3%3.4%3.6%4.3%3.5%2.8%3.5%2.8%2.6%2.7%2.9%2.8%3.2%3.0%3.2%3.4%3.2%1.7%1.9%1.7%Source:Frost&Sullivan9%,2020-2029E20202021from-6.5%to8.5%.toshowgrowingtrends,withfiguresrangingfSource:Frost&Sullivan%,2020-2029EJapanJapan202020212022Source:Frost&SullivanDefinitionHygieneProductsAbsorbentHygieneProductsantibacterialorantimicrobiaClassificationSmalldisposableclothtreatedwithacleansingagent,Smalldisposableclothtreatedwithacleansingagent,usedespeciallyforpersonalhygiene.Productsarealsoknownaswettowels,moisttowelettes,ordisposablewipes.Adultincontinenceproductsmanageurineleakageforincontinentadults,offeringdryness,comfort,anddignitythroughdiapers,pads,andpull-onunderwear.Femalepersonalcareproductsusedduringmensuration,vaginaldischarge,andotherbodilyfunctions.ProductsincludeSanitarypads,tampons,pantyliners,andothercleansingproducts.Designedforinfantsandnewbornsfortheirhygieneneeds,beingsuitableforthesensitiveskin.Productsincludebabydiapers,babypants,etc.••Inmanyemergingmarkets,especiallyinAfrica,offlinepurchasingremainsthedominantmodeofconsumption.Traditionalbrick-and-mortarretailchannels—suchaslocalshops,smallretailers,andwholesalers—arestilltheprimarypointsofsaleforhygieneproducts.Despitethegrowthofe-commerce,onlineshoppingisstillrelativelyunderdevelopedinmanyregions.•Thepopulationinmanyemergingmarketsishighlydispersed,particularlyinAfrica,whererural-urbandisparitiesaresignificant.Thisgeographicspreadpresentschallengesforcompaniestryingtoestablishabroadconsumerbaseanddistributionnetwork.•Developingandmaintainingawell-establishedsalesnetworkinsuchregionsisatime-intensiveprocess.Itoftenrequiresyearsofefforttobuildrelationshipswithlocalretailers,wholesalers,anddistributors.•Duetotheunderdevelopedtransportationnetworkandsignificantrural-urbandisparities,consumerproductsoftenpassthroughmultiplelayersofsalesnetworksbeforereachingtheendconsumer.Inruralareas,hygieneproductsmayneedtotravelthroughseveralintermediaries,suchasregionaldistributorsandlocalretailers,beforetheyaremadeavailabletoconsumers.industrializationcomparedtodeveUpstreamUpstreamUpstreamUpstream2020-2029ECAGR2020-2024CAGR2025-2029E 0•*TheRISIPulpPriceIndexisapulppriceindexpublishedbytheglobalpulpmarket.RISIisacompanyspecializinginmarktrends,andanalysisonwood,paper,andrelatedprpaperpulp),helpingindustryparticipantsunderstandmarketdynamics.Source:Frost&SullivanUpstreamUpstreamRMB/Kg,2020-2029ECAGR2020-2024CAGR2025-2029E-8.2%0Source:Frost&SullivanUpstreamPricefluctuationsofSuperAbsorbentPCAGR2020-2024CAGR2025-2022,2002,0001,8001,6001,4002,1681,960 1,523 1,9161,960 1,5231,7191,4471,6811,4241,6631,7191,4471,6811,4241,6631,4131,6451,4021,6271,391 1,5961,436 1,4871,436 1,334 1,176202020212022202320242025E2026E2027E2028E2029E•*Thepriceofsuperabsorbentpolymers(SAP)inChinaisrelatifactorssuchas:1.Demandfromtheagriculturalandpharmaceuticalindustries:China,beinganagriculturalpowerhouse,hasalargedemandforSAPforpurposessuchassoilimprovementandwaterretention,drivingupthepriceofSAP.Additionally,theexpandingpharmaceuticalmarketinChinahasincreasedthedemandforrawmaterialssuchasSAP,furthercontributingtothehigherpricesofSAPinChina.2.Disparitiesinproductioncapacity:WhileChina'sproductioncapacityforsuperabsorbentpolymeimproving,therestillexistsagapwhencomparedtocountrieslikeJapanandSouthKorea.JapanandSouthKoreaproductiontechnologiesandprocessesforSAP,enablingthemtomass-producehigh-qualitySAPproducts.China,havingdevelopedinthisarearelativelylater,lagsbehindinproductionefficiencyandcostcontrolcomparedtoJapanandSouthKorea,resultinginhigherSAPprices.Source:Frost&SullivanMidstreamMidstreamStrengths&WeaknessStrengths&WeaknessDefinitionMidstreamMidstreamMainMainPalyersinAfricanMarket：8PG6PGkkimberly-clark3Note:ThelocalhygienefactoriesaretheonesthatoperatenormalsanitarypadsproductsonaregularbPGPGSourceSource:Frost&Sullivan20•DownstreamSaleschannelsincludewholesalers,distributors,KAsupermarket,E-commerce,andotherchannels.Withinwhichthewholesalersanddistributorsarethemainchannelsinemergingmarketsdueto•Downstreamfragmentednationalnetworks,limitedE-commercedevelopmentandlogisticsconstraints.Wholesalers•Awholesalerreferstoanintermediarywhoengagesinsimplebuyingandsellingtoearnthepricedifferenceofproducts.Wholesalersareprimarilyconcentratedinwholesalemarketsinurbanareas.•Wholesalersarethemainsaleschannelsofbabyandfemininehygieneproductsintheemergingmarkets.•Adistributorreferstthemiddlesegmentomarketingcapabilities,professionalsaleste•Supermarketsorhypermarketsarecustomersresponsibleforcoveringthesupermarketchannel.Theycanbethesupermarketsystemitselforchannelpartnersinvolvedinsupplyinganddistributingtosupermarketstores.•Thiscategoryincludesthird-p•Thiscategoryincludesthird-p•Thiscategoryincludesdirectsalescustomerssuchasgovernmentprocurementdirectsalescustomersandcorporateprocurementdirectsalescustomers,andotherretailersuchasdrugstore,gasstation.21Downstream•Wholesalers•DistributorsSupermarkets•E-commerce•CentralMarketWholesalers•CommunityWholesalers(ResidentialArea)•OutsideWholesalers(Town)•DistributorsinFirst-tierCities(CompanysetsupPointofSells)•DistributorsinNon-first-tierCities•Supermarkets•Hypermarkets•Third-partyE-commerce•Self-operatedE-commerce•TerminalCommissary•LocalGroceryStore•MaternalandInfantStore•NationalChainConveniencestore•RegionalChainConvenienceStore•OnlineStore•APP22CAGR2020-2024CAGR2025-2029EWholesalersDistributosolutionscomparedtchallengesandcomplexcSource:Frost&Sullivan23Africa,MiddleAfricaandCAGR2020-2024CAGR2025-2029E20242024WholesalersDistributoregionalinfrastructureliSource:Frost&Sullivan2433255572627competitivenessinadynamicand55ofonlineandofflin28Authority2024AfricanDevelopmentBankGroupAfricanEconomicOutlook2024Thethemeofthe2024AfricanEconomicOutlookisDrivingAfrica’sTransformation:TheReformoftheGlobalFinancialArchitecture.TheAfricanEconomicOutlook2024reportsachallengingenvironmentwithaGDPgrowthslowdownto3.1%in2023duetofactorslikegeopoliticaltensionsandclimateissues,butforecastsanimprovementto4.3%by2025.Despiteresilience,Africafaceshurdlesinachievingsustainabletransformation,witheconomiesdependentonlow-productivitysectors.Addressingthisrequiresstrategicinvestmentsineducation,technology,andinfrastructure,withafinancingneedof$402billionannually.ThereportemphasizesthenecessityofreformingglobalfinancialsystemstosupportAfrica'sdevelopmentthroughfairandsustainableresourceallocation.2024AfricaStrategy2024-2025CompactThisstrategyaimstoaccelerateandscaletheimpactofAfricanbusinessesbypromotingcorporatesustainabilityandethicalbusinesspractices.Itfocusesonkeyareassuchasclimateandenvironment,laboranddecentwork,genderequality,sustainablefinance,andpeaceandjustice.ThestrategyalsosupportsinitiativesliketheAfricaBusinessLeadersCoalition(ABLC)andtheGlobalAfricaBusinessInitiative(GABI)todriveinclusiveimpact.2024FACTSHEET:CelebratingU.S.-AfricaPartnershipTwoYearsAftertheLeadersSummitU.S.GovernmentTheFACTSHEET:CelebratingU.S.-AfricaPartnershipTwoYearsAfterthe2022U.S.-AfricaLeadersSummithighlightstheU.S.'sprogressinsupportingAfricathroughover$65billionininvestments,exceedingtheinitial$55billiongoal.Keyinitiativesincludeempoweringwomenentrepreneurs,promotingcleanenergyparticipation,enhancingfoodsecurity,andstrengtheninghealthsystems.ThepartnershipalsofocusesonengagingtheAfricandiasporaandcombatinggender-basedviolence,demonstratingacommitmenttosustainabledevelopment,economicgrowth,andgenderequality.29Authority2023DevelopmentProgrammeAfricaSustainableDevelopmentReport2022TheAfricaSustainableDevelopmentReport2022examinesAfrica'sprogresstowardstheSustainableDevelopmentGoalsinthewakeoftheCOVID-19pandemicandtheRussia-Ukrainecrisis.Itidentifiessub-regionalpolicysolutionstoaddressstructuralweaknessesandenhanceresiliencetoexternalshocks.Thereportemphasizestheneedforinclusivegreengrowth,improvedgovernance,socialprotection,anddigitaltransformationtoacceleratesustainabledevelopment.Italsohighlightstheimportanceofregionalcooperationandcapacity-buildingtomitigatetheimpactofexternalshocksandachievetheSDGs.2025EconomistPolicyContentofTradeinTransition2025:AfricaRegionalInsightsTheTradeinTransition2025:AfricaRegionalInsightsreportprovidesacomprehensiveanalysisofAfrica'sfuturetradelandscape.ItunderscoresthepotentialoftheAfricanContinentalFreeTradeAreatoboostintra-Africantradeandpromoteeconomicintegration.Thereporthighlightstheimportanceofindustrializationandvalue-addedexportstoreducerelianceonrawmaterialexports,aswellastheneedforinfrastructuredevelopmenttoenhancetradecapabilities.ItalsoemphasizesthesignificanceofsustainablepracticesandpolicysupporttoaddressclimatechangechallengesandmeetinternationalregulationsliketheEU'sCarbonBorderAdjustmentMechanism.Additionally,thereportnotesAfrica'seffortstodiversifyglobaltradepartnershipsbeyondtraditionalones,suchaswithChina,toincludeemergingeconomieslikeIndia,theUAE,andTurkey.2024GovernmentofGhanaGhanaEconomicDiplomacyandIndustrializationGhanaisdeployingtradeattachéstokeydiplomaticmissionstoaggressivelymarketthecountry'stradeandinvestmentpotential.Thisincludesattractingforeigndirectinvestment(FDI),promotingGhanaianproducts,andfacilitatinginternationalbusinesspartnerships.ThestrategyaimstoenhanceGhana'sglobalcompetitivenessandstimulateeconomicactivityacrossprioritysectors.30Authority2023GovernmentofKenyaBigFourAgendaTheBigFourAgendaprioritizesmanufacturing,foodsecurity,affordablehousing,andhealthcare.Thegovernmentaimstoincreaselocalmanufacturingcapacity,attractforeigninvestment,anddevelopspecialeconomiczonestoboostindustrialoutput.2023GovernmentofRwandaMadeinRwandaPolicyThepolicyaimstopromotelocalmanufacturingandreduceimports.Itincludesincentivesforinvestorsinprioritysectorssuchastextiles,agro-processing,andtechnology.Thegovernmentisalsofocusingonimprovingthebusinessenvironmentandenhancingregionaltrade.2024EthiopianInvestmentCommissionEthiopiaIndustrialParksDevelopmentEthiopiacontinuestodevelopindustrialparkstoattractforeigninvestmentandcreatejobs.Theparksfocusonlabor-intensiveindustriessuchastextiles,leathergoods,andagro-processing.Thegovernmentisalsoinvestingininfrastructureandimprovingaccesstoenergy.2023GovernmentofTheGambiaGreen-FocusedNationalTheGambialaunchedagreen-focusednationaldevelopmentplanaimedatexpandingtheprivatesectorby2027.Theplanleveragesthecountry’scomparativeadvantagesinagriculture,manufacturing,andICT.Thegovernmentisalsostreamliningbureaucracyandprovidingtaxincentivesinprioritysectors.2023GovernmentofGhanaGhanaEconomicDiplomacyandIndustrializationGhanaisdeployingtradeattachéstokeydiplomaticmissionstoaggressivelymarketthecountry'stradeandinvestmentpotential.Thisincludesattractingforeigndirectinvestment(FDI),promotingGhanaianproducts,andfacilitatinginternationalbusinesspartnerships.ThestrategyaimstoenhanceGhana'sglobalcompetitivenessandstimulateeconomicactivityacrossprioritysectors.31Internationalcompanies32336becomecritical.Coftenstruggletoestab6becomecritical.Coftenstruggletoestab3488353633othertasks.T38333933equipment.Additionally,40Africa,LatinAmerica,CentralAsia,NorthAmerica,Europe,ChiCAGR2020-2024CAGR2025-2029EAfricaAfricaLatinAmericaCentralAsiaNorthAmericaEuropeChinaJapan89.688.191.389.688.185.484.286.885.484.279.879.182.279.879.178.053.251.950.649.448.254.753.251.950.649.448.244.845.445.847.044.845.445.810.310.310.42.210.310.310.42.03.89.89.79.610.110.11.86.83.71.96.93.71.96.53.71.96.13.89.89.79.610.110.1202020212022202320242025E2026E2027E2028E2029ESource:Frost&Sullivan41%,2020-2029E202020212022Source:Frost&Sullivan42CAGR2020-2024CAGR2025-2029EAfrica202020212creatingvastopportuSource:Frost&Sullivan43CAGR2020-2024CAGR2025-2029E4,194.54,194.5 1,386.33,941.5 3,941.5 1,297.33,671.03,671.0 1,204.03,423.53,423.5 1,117.53,189.13,189.1 1,046.12,978.62,978.62,782.7984.22,658.62,658.62,494.82,331.6887.4870.2 887.4870.2 151.2376.5373.3921.9904.2 163.0408.2385.5 1,322.5270.9683.3531.5774.9772.1 774.9772.1 130.1319.9334.7833.9819.8 140.2347.2353.7 1,156.3230.5593.4486.8 1,239.6252.5641.6510.6 1,027.4 1,027.4199.3483.2433.2 1,095.1215.9535.7459.2963.8182.0963.8182.0439.9408.7202020212022202320242025E2026E2027E2028E2029E202020212022202320242025E2026E2027E2028E2029Eimprovementofretailchannelswillfurtherpropelmarketgrowth.Source:Frost&Sullivan44CAGR2020-2024CAGR2025-2029EAfrica202020212202020212advancements,andwconsumers.SourceSource:Frost&Sullivan45CAGR2020-2024CAGR2025-2029E SourceSource:Frost&Sullivan46establishedlocaldistrib 2023-20242023-2024*kimberly-clarkSourceSource:Frost&Sullivan48 2023-20242023-2024PGPG**kimberly-clark~3.5%SourceSource:Frost&Sullivan49PG*kimberly-clark2023-2024GrowthRa~5,302.1~13.8%Source:Frost&Sullivan5011brands.Thesewell-known22513344meetthestringentdemandsofdiscer5254bodies.maintainingdryness335533markets.56academicachievementsandecoboostsself-conf22management.Accesstothatwomencanparticipatefullyinsocietyalsohelpstochallengetheculturalstigmasandsupportiveenvironme57pollution.Theshif58%,2020-2029Epromotion,andinfrasSource:Frost&Sullivan28.828.628.528.328.228.027.9 27.728.828.628.528.328.228.027.9 27.7NumberofWomenofChCentralAsia,NorthAmerica,Europ2025-2029EAfricaLatinAmericaCentralAsiaNorthAmericaEuropeChinaJapan2020-20241,365.11,378.21,3411,34101,352.51,352.51,277.01,287.31,297.41,307.91,318.61,329.81,329.8.353.9353.9362.5362.5371.1379.6388.5397.8407.3417.0427.0437.3184.4184.420.983.4185.7185.7186.9186.9188.2188.2189.4189.4190.5190.5191.6191.6192.7192.7194.6194.6196.4196.425.386.521.321.383.7 21.8 84.0 21.8 22.3 84.3 22.3 22.8 84.6 22.8 23.3 84.9 23.323.823.885.324.3 85.624.324.8 85.924.8190.6190.6190.3190.3189.9189.9189.5189.5189.1189.1188.7188.7188.3188.3187.9187.9187.5187.5187.1187.1414.9415.2415.2415.6416.0416.4416.8417.2417.6418.0 28.92020 27.620212022202320242025E2026E2027E2028E2029EstabilizewithpoliSource:Frost&Sullivan.Source:Frost&Sullivan.5960CAGR2020-2024CAGR2025-2029EAfrica0.80.60.1-0.26.00.5202020212022202320242025E2026E2027E2028E2029ESource:Frost&Sullivan61CAGR2020-2024CAGR2025-2029EAfrica30.2202020212022•ThesanitarypadsmarketinallregionsofAfricahasshownarapidgrowthtrend,withWesternAfricaexperiencingthefastestgrowthratesat9.8%and13.2%respectively.Notably,EasternAfrica,havingarelativelyhighannualgrowthrate,hasconsistentlyheldthelargestmarketshare,increasingfromUSD174.1millionin2020toUSD243.2millionin2024.•ThefactorsinfluencingthesizeofthefemalesanitarypadmarketinMiddle,Western,Eastern,Southern,andNorthernAfricaarecomplexanddiverse.Fromademographicperspective,thelargepopulationbaseandpronouncedyouthtrendintheseregions,coupledwithahighproportionofwomenofreproductiveage,directlydrivethegrowthofthesanitarypadmarket.Socially,therisinge