NMN, which was fired to tens of thousands of yuan, is not old, and the factory price is less than 100 yuan

Zhongxin Jingwei, July 24th (Lin Yisi Yan Shuxin) "NMN products sold by e -commerce channels are in the range from thousands of yuan to thousands of yuan, and the NMN products with thousands of to tens of thousands of yuan on the market are closed channels The price of NMN products is not high. "Recently, a foundry manufacturer of an NMN product told Zhongxin Jingwei that the processing price of NMN products produced by the factory was only about 100 yuan.

In recent years, NMN is undoubtedly the hottest "new noble" in the health product industry. Along with the dispute, NMN products were "returned to life" after the new raw materials for cosmetics were approved.

However, it is unknown whether NMN products have the effect of "returning to the elderly". Due to the ban on domestic supervision, domestic consumers who want to buy NMNs for supply can only be purchased through cross -border e -commerce and other channels. Many manufacturers use this to "gold plating" through overseas production and OEM. The price of NMN products is tens of thousands of yuan, and the price of industry foundry is only more than 100 yuan. What is the industry chain behind this?

The price of a 300 yuan product is 20 times that of the original powder

According to the domestic e -commerce platform, the China -Singapore Jingwei reporter saw that NMN's products ranging from 60 to 20,000 yuan. Zhongxin Jingwei searched on the e -commerce platform and found that the highest price of an American NMN product reached 20,000 yuan. A bottle of this product had 60 tablets. The converted price was as high as 333 yuan.

The product price is high and the profit is not low. According to the research report "NMN Industry Ten Questions and Ten Answers: The NMN Industry Ten Questions and Ten Answers: Fast Downsable Anti-Aging Health Products" released in 2020, the gross profit margin of NMN health products is between 70%-80%, and the long-term gross profit margin of the health care products Tomson Bechen Bei health In 65%-70%.

In July 2020, the NMN products of DOCTOR's BEST, a subsidiary of A -share listed company, have been listed and sold. According to its disclosure, the raw materials are produced by the subsidiary Inner Mongolia Pharmaceutical and produced in the United States.

Taking the NMN products of Jindawei as an example, Zhongxin Jingwei consults as a consumer. The brand store sales staff told Zhongxin Jingwei that NMN has certain auxiliary anti -aging, DNA repair, regulating diabetes, regulating cardiovascular problems , To hangover and protect the liver and protect vision and hearing. NMN will be converted to NAD+(coenzyme Ⅰ, full name, full name of nicotinamide glandular dilate) after the human body is intake). NAD+itself is to maintain metabolism and energy in the human body. There are no side effects and can be taken for a long time.

The sales staff said that the product was a dietary supplement and there was no concept of treatment. The actors have different constitutions and the results of product effects are different. Those with sensitive constitutions have improved significantly in about a week, and the first thing to reflect is that the sleep condition gradually becomes better. Normal constitution will feel physical function improvement in about two to three weeks.

The sales staff recommended a NMN product with a price of 1799 yuan based on the age of Zhongxin Jingwei reporters. According to the recommendation of 2 capsules per day, the cost of taking two weeks is about 900 yuan.

Another hot -selling Japanese brand Atritena's NMN product sales customer service staff recommended a 2850 yuan product to Zhongxin Jingwei, claiming that taking 1 to 2 bottles can see the effect, such as better sleep and good spirit. According to the suggestion of the sales staff, it takes about 5,000 yuan to "have a certain effect".

The above two products are converted. The former contains NMN300 mg each two capsules, and the price per mg NMN is about 0.2 yuan, and the price per kilogram is 200,000 yuan. The price of a kilogram is 240,000 yuan.

However, Zhongxin Jingwei also saw NMN raw powder sales on the e -commerce platform. Zhongxin Jingwei consulted NMN raw fans as personal consumers, and merchants said that 90%of imported brand raw materials are domestic exports. 10 grams of NMN raw powder is 178 yuan, equivalent to 17,800 yuan per kilogram. However, the store sales said that these products are used as raw materials or scientific research experiments.

It is understood that raw materials such as pharmaceutical intermediates are not available, and only exports, scientific research and laboratory are exclusively, non -medicinal and non -consumption. However, the merchant proposed to add a reporter WeChat and sent a message on WeChat that the original powder can be delivered to water, or the tongue is served with a tongue root, and also gives grape seeds, beet -alkali, coenzyme Q10, PQQ, sulfuric acid and other activists and other activists , Can assist in absorption.

Zhongxin Jingwei found that the price of NMN raw powder on the e -commerce platform is between 100 yuan and 200. In this way, at the same dose, the price of NMN finished products is 20 times that of the raw powder.

In fact, with the continuous maturity of NMN products, the price of raw materials has also declined. The "Overview of China β-Nicotinamide Monuctoten (NMN) Industry in 2021" released by the Head Leopard Research Institute shows that the price per kilogram of NMN raw materials is reduced from 160,000 yuan per kilogram to 3,000 yuan per kilogram before maturity. The comprehensive cost per kilogram of NMN is 2200 yuan to 2,500 yuan, and the profit margin of NMN raw materials is 16.7%to 26.7%.

According to public information, the full name of NMN is "β-nicotinamide monoma", which is a naturally existence biological activated nucleotide. It is an inherent substance in the human body and is rich in some fruits and vegetables. Because nicotamide belongs to vitamin B3, NMN is a vitamin B derivative category. It is widely involved in a variety of biochemical reactions in the human body and is closely related to immunity and metabolism.

In January 2021, the State Administration of Market Supervision and Administration issued the "Letter on Investigating the" Not Old Medicine "of illegal operations", which clearly states that NMN has not obtained medicine, health food, food additives, and new food raw materials in China. Food production and operation. The reason why NMN can sell on the e -commerce platform is mainly because it is included in the "Announcement on the announcement of the announcement of the list of cross -border e -commerce retail imports" as a derivative of vitamin B clan. Entry sales are possible, and the products are expensive. From the perspective of import channels, many products of products are from Europe, America, Japan.

Overseas production OEM "Gold Plating" in the middle reaches of the middle reaches exceeds 80 %

Although NMN does not have legal status in China, many foundry manufacturers can still sell "gold plating" overseas and exported domestic sales to sell "overseas brands" on domestic e -commerce platforms.

Zhongxin Jingwei noticed that there are many manufacturers on the wholesale website that can provide one -stop service from production to OEM. Most of their raw materials are purchased from Mainland China. After β-nicotinamide monocyte nucleotide powder or capsule gets a certificate of filing food production enterprise, it is processed to semi-finished products in Mainland China, and then exported to the United States, Japan, Canada and other countries to make it. Products, complete packaging, and then transport them to bonded warehouses; some foundries directly transport raw materials to other countries for production.

After the transaction, the product was sent directly from the bonded warehouse to the buyer, and it turned into an imported NMN product. Many manufacturers said that "they are all legal and regular customs declarations."

Zhongxin Jingwei contacted a foundry in Guangdong in the name of an enterprise. It stated that it is recommended to produce OEM in Hong Kong, which can be delivered in 25 days to 30 days. Other areas are also available, but transportation costs and cycles will increase, and more uncontrollable factors will be increased. He said that according to the above -mentioned operation link, it is equivalent to Hong Kong products. If you want to be processed, you need to register the company's main body and trademark in Hong Kong. If the customer does not, the foundry also has trademarks to authorize customers for free and designed packaging.

The founding of the NMN product OEM processing price list showed that a NMN capsule product with a NMN content of 300 mg, 60 capsules for one bottle, and 5,000 bottles of processing are only 104 yuan/bottle; NMN content of 200 mg of NMN content Capsule products, 60 capsules, 5000 bottles of processing are only 81 yuan/bottle.

Compared with the NMN products with thousands of online prices, the price of foundry products with the same NMN content is only one -tenth.

The "Overview of China β-nicotinamide monocyte nucleotide (NMN) industry in 2021" released by the head leopard research institute shows that according to the cost and price of the NMN industry chain, the NMN industry chain has the highest profit at about 83.3%.

Another production place in the United States told the Sino -Singapore Jingwei that the factory purchased raw materials in China, which is more cost -effective. He introduced that the United States is mainly prepared in full enzymes, which can be delivered in about a month and a half. Japan is prepared using the fermentation method. The cycle is long. It takes about three months to deliver it. The cost is high. The US delivery price is more than 100 yuan, and the products produced in Japan need to be three or four hundred yuan. In the end, the products are almost the same. Therefore, it is recommended to choose the US factory production and OEM in the United States, and then deliver it to the customer's bonded warehouse in Hong Kong.

"If you want to do private domain traffic, you can use the form of overseas purchasing to go to Hong Kong direct mail, and one piece." The founder said.

The founder's imported NMN products and price lists from the factory of the factory to the factory of the factory of the factory show that the foundry price of the NMN content of 300 mg is 170 yuan/bottle (not included in the cost of the warehouse), and the e -commerce platform is the same Packaging, the same dose (60 capsules of one bottle), and the same NMN content, the price is as high as 3543 yuan/bottle, and the retail price is 20 times that of the foundry price.

New breakthroughs in NMN supervision, how far is health products?

Liu Nan, a researcher at the Cross Research Center of the Chinese Academy of Sciences, has long been committed to anti -aging research. He said in an interview with the media this year that the decline in NAD+levels in the human body is one of the main reasons for aging. To delay aging. It is understood that NMN is a precursor of NAD+, which plays an important role in a variety of cell metabolic reactions, which is closely related to human aging.

In fact, whether the effect of NMN anti -aging and extension has the clinical significance of the human body, there is still controversy.

In December 2021, the State Administration of Market Supervision and Administration said in the "Agreement to the No. 1067 of the Fourth Session of the Thirteenth National People's Congress" (hereinafter referred to as "Answers") that at present, NMN is not yet the positioning and safety of food raw materials. It is clear that the national standard of food safety is lacking. It is recommended to carry out safety assessments in the new food raw materials or clarify the national standard of food safety. NMN and related products have not registered health foods in my country. NMN as the raw materials for health foods is not yet mature, and monitoring and research need to be further strengthened.

The "Answers" also stated that for NMN, my country is currently in the research stage. The China Institute of Standardization Research and the China Institute of Inspection and Quarantine Sciences have the ability to carry out NMN related research, including NMN domestic and foreign use of history, security, functionality, and functional claims Wait.

Regulatory authorities have also increased the supervision of NMN products. In January 2021, the State Administration of Market Supervision issued the "Letter on Investigating the" Non -Old Medicine "of illegal operations", which clarified that NMN in my country cannot be produced and operated as food and requires a comprehensive investigation. At that time, the NMN concept stocks were suddenly cold. In the first half of this year, NMN attracted widespread attention again. The market discussion points to NMN as a cosmetics raw material for record. The filing company is Yuyao Laws Ben Health Technology Co., Ltd. is the β-NMN raw material factory of gene port. The record date is January 24, 2022 and June 29, 2022.

In addition, Kang Ying Crown Raspberry (Zhongshan) Biotechnology Co., Ltd. and Shenzhen Weiji Pharmaceutical Research and Development Co., Ltd. were approved in March and April of this year, respectively and April of this year.

Many experts said that the filing of cosmetics raw materials this time means that supervision in related fields is relaxing. It can currently be used for cosmetics. The next stage is likely to be approved for dietary supplements.

Where the NMN products are finally going, they are still waiting to be observed. (For more report clues, please contact the author of this article: [email protected]) (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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Editor in charge: Luo Yan

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