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

EmergingMarketsHygieneProductWhitePape版权所有©2025弗若斯特沙利文EmergingMarketsHygieneProductWhitePape1OverviewofEmergingMarketsHygieneProductIndustry2StatusQuoandCompetitiveLandscapeoftheBabyDiapersandBabyPantsIndustryinEmergingMarkets3StatusQuoandCompetitiveLandscapeoftheFeminineHygieneProductsIndustryinEmergingMarkets4UpgradationandBusinessDevelopmentofHygieneProductsIndustryinEmergingMarketsEmergingMarkets23EmergingMarketsHygieneProductWhitePapeproductglobalization),populationgrowthKimberly-Clark.diversification,personalizatgovernment-businesscoEmergingMarketsHygieneProductWhitePapeDefinitionEasternEasternAfricaClassificationClassificationSouthernAfricaSouthernAfricaNorthernAfricaNorthernAfricaMiddleAfricaMiddleAfricaCentralAsia LatinAmericaLatinAmerica5EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeareabundantinvestmentopportuniticonstruction,manufacturingupgrading,Furthermore,thegrowthrateoftheseindustriesisfast,whicimportantdrivingforce6EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape%,2019-2028Efactors.Source:Frost&Sullivan7EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape%,2019-2028E4%3%0%201920202021202220232024E2025E2026E2027E2028Emanagedtomaintainslightgrowthduringthesameperiod.Source:Frost&Sullivan8EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.1%0.1%i0.2%0.3%0.3%0.0%0.0%0.0%0.1%0.2%0.5%0.0%0.0%0.0%0.0%0.1%0.2%0.6%1.1%1.0%1.7%1.5%2.1%95-9990-9485-8980-8475-7970-7465-6960-6455-5950-5445-4940-4435-3930-3425-2920-2415-1910-14 0.5%0.8%1.3%0.4%0.6%1.3%0.4%0.6%2.2%2.9%2.2%0.7%0.9%1.2%2.8%2.7%2.5%2.6%4.0%0.7%0.9%1.2%2.8%2.7%2.5%2.6%4.0%4.3%3.3%3.6%3.5%3.5%3.5%3.6%3.6%3.3%1.1%3.1%4.0%4.3%4.0%4.3%1.6%2.0%1.7%3.4%1.6%2.0%3.5%3.6%3.4%3.4%mn3.5%3.6%3.4%3.4%2.5%3.0%3.4%2.5%2.5%3.0%3.4%4.1%4.1%3.8%3.7%3.0%3.6%4.1%4.1%3.8%3.7%3.4%3.4%3.9%4.5%3.2%3.0%3.1%3.4%3.9%4.5%3.2%3.0%3.1%3.4%3.3%2.8%2.6%2.6%2.9%2.9%2.7%2.5%2.6%2.7%2.6%2.3%4.4%2.7%5.3%6.1%5.2%2.7%5.3%6.1%mn5.9%2.8%6.7%7.4%6.6%2.8%6.7%7.4%7.2%7.2%2.4%2.0%Source:Frost&Sullivan9EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape%,2019-2028E8%8%7%6%5%4%3%2%1%0%20192020from-6.5%to8.5%.toshowgrowingtrends,withfiguresrangingSource:Frost&SullivanEmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape%,2019-2028EJapanJapan201920202021Source:Frost&SullivanEmergingMarketsHygieneProductWhitePapeDefinitionHygieneProductsAbsorbentHygieneProductsantibacterialorantimicrobiaClassification Smalldisposableclothtreatedwithacleansingagent,usedespeciallySmalldisposableclothtreatedwithacleansingagent,usedespeciallyforpersonalhygiene.Productsarealsoknownaswettowels,moisttowelettes,ordisposablewipes.Adultincontinenceproductsmanageurineleakageforincontinentadults,offeringdryness,comfort,anddignitythroughdiapers,pads,andpull-onunderwear.Femalepersonalcareproductsusedduringmensuration,vaginaldischarge,andotherbodilyfunctions.ProductsincludeSanitarypads,tampons,pantyliners,andothercleansingproducts.Designedforinfantsandnewbornsfortheirhygieneneeds,beingsuitableforthesensitiveskin.Productsincludebabydiapers,babypants,etc.EmergingMarketsHygieneProductWhitePape••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.industrializationcomparedtodeveEmergingMarketsHygieneProductWhitePapeUpstreamUpstreamEmergingMarketsHygieneProductWhitePapeUpstreamUpstream2019-2028ECAGR2019-2023CAGR2023-2028E 0•*TheRISIPulpPriceIndexisapulppriceindexpublishtheglobalpulpmarket.RISIisacompanyspecializtrends,andanalysisonwood,paper,andrelatedppaperpulp),helpingindustryparticipantsunderstanSource:Frost&SullivanEmergingMarketsHygieneProductWhitePapeUpstreamUpstreamRMB/Kg,2019-2028ECAGR2019-2023CAGR2023-2028E-2.2% 20192020Source:Frost&SullivanEmergingMarketsHygieneProductWhitePapeUpstreamUpstreamPricefluctuationsofSuperAbsorbentPCAGR2019-2023CAGR2023-2022,1682,2002,0001,960 1,523 1,9162,2002,0001,960 1,5231,6671,3771,6861,3881,6491,3661,6311,3551,6141,3441,6671,3771,6861,3881,6491,3661,6311,3551,6141,344 1,596 1,3341,524c1,301 1,524c1,301 1,487 1,1761,4000201920202021202220232024E2025E2026E2027E2028EPriceofsuperabsorbentpolymers(SAP)inTaiwanandmainlandChinaPriceofsuperabsorbentpolymers(SAP)inJapanandSouthKorea•*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.SAPSource:Frost&SullivanEmergingMarketsHygieneProductWhitePapeMidstreamMidstreamStrengths&WeaknessStrengths&WeaknessDefinitionEmergingMarketsHygieneProductWhitePapeMidstreamMidstreamMainMainPalyersinAfricanMarket：863Note:ThelocalhygienefactoriesaretheonesthatoperatenormalsanitarypadsproductsonaregularbEmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeMainPalyersinAfricanMarketPGPGSource:Frost&Sullivan20EmergingMarketsHygieneProductWhitePapeDownstream•Saleschannelsincludewholesalers,distributors,KAsupermarket,E-commerce,andotherchannels.WithinwhichthewholesalersanddistributorsarethemainchannelsinemergingmarketsduetoDownstreamfragmentednationalnetworks,limitedE-commercedevelopmentandlogisticsconstraints.Wholesalers•Awholesalerreferstoanintermediarywhoengagesinsimplebuyingandsellingtoearnthepricedifferenceofproducts.Wholesalersareprimarilyconcentratedinwholesalemarketsinurbanareas.•Wholesalersarethemainsaleschannelsofbabyandfemininehygieneproductsintheemergingmarkets.•Adistributorreferstthemiddlesegmentomarketingcapabilities,professionalsaleste•Supermarketsorhypermarketsarecustomersresponsibleforcoveringthesupermarketchannel.Theycanbethesupermarketsystemitselforchannelpartnersinvolvedinsupplyinganddistributingtosupermarketstores.••Thiscategoryincludesthird-p•Thiscategoryincludesdirectsalescustomerssuchasgovernmentprocurementdirectsalescustomersandcorporateprocurementdirectsalescustomers,andotherretailersuchasdrugstore,gasstation.21Downstream•Wholesalers•Distributors•Wholesalers•Distributors••E-commerceSupermarkets•CentralMarketWholesalers•CommunityWholesalers(ResidentialArea)•OutsideWholesalers(Town)•DistributorsinFirst-tierCities(CompanysetsupPointofSells)•DistributorsinNon-first-tierCities•Supermarkets•Hypermarkets••OnlineStore•APP•Third-partyE-commerce•Self-operatedE-commerce•TerminalCommissary•LocalGrocery•TerminalCommissary•LocalGroceryStore•MaternalandInfantStore•NationalChainConveniencestore•RegionalChainConvenienceStore22EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeCAGR2019-2023CAGR2023-CAGR2019-2023CAGR2023-4,836.9198.1/41.2214.4/38.0183.2/43.1/ 168.4/ 157.0//178.0// 145.9/ //201920202021WholesalersDistributosolutionscomparedtchallengesandcomplexcSource:Frost&Sullivan23EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeCAGR2019-2023CAGR2023-CAGR2019-2023CAGR2023- 72.125.577.324.983.324.289.623.395.421.3117.8// //WholesalersDistributoregionalinfrastructureliAfrica,MiddleAfricaandSource:Frost&Sullivan24EmergingMarketsHygieneProductWhitePape3325EmergingMarketsHygieneProductWhitePape4455667726EmergingMarketsHygieneProductWhitePape27EmergingMarketsHygieneProductWhitePapecompetitivenessinadynamicand55ofonlineandofflin28EmergingMarketsHygieneProductWhitePapeAuthority2024AfricanDevelopmentBankGroupAfricanEconomicOutlook2024Thethemeofthe2024AfricanEconomicOutlookisDrivingAfrica’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.29EmergingMarketsHygieneProductWhitePapeAuthority2023DevelopmentProgrammeAfricaSustainableDevelopmentReport2022TheAfricaSustainableDevelopmentReport2022examinesAfrica'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.30EmergingMarketsHygieneProductWhitePapeAuthority2023GovernmentofKenyaBigFourAgendaTheBigFourAgendaprioritizesmanufacturing,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.31EmergingMarketsHygieneProductWhitePapeInternationalcompanies32EmergingMarketsHygieneProductWhitePape33EmergingMarketsHygieneProductWhitePape6becomecritical.Coftenstruggletoestab6becomecritical.Coftenstruggletoestab34EmergingMarketsHygieneProductWhitePape8835EmergingMarketsHygieneProductWhitePape36EmergingMarketsHygieneProductWhitePape33othertasks.T38EmergingMarketsHygieneProductWhitePape3339EmergingMarketsHygieneProductWhitePape33equipment.Additionally,40EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeAfrica,LatinAmerica,CentralAsia,NorthAmerica,Europe,ChiAfricaLatinAmericaAfricaLatinAmericaCentralAsiaNorthAmericaEuropeChinaJapanCAGR2019-2023CAGR2023-2028EAfricaJapan-1.1%88.289.788.285.586.885.582.482.384.182.482.377.979.879.177.944.245.847.048.249.450.651.944.245.847.045.444.845.410.49.7 2.23.8 2.13.8/2.0 3.86.9 3.86.9 3.6 3.73.8 3.7 3.73.8 3.76.66.612.6 6.8 6.1 6.59.70.8 0.90.90.80.80.80.80.80.80.8201920202021202220232024E2025E2026E2027E2028ESource:Frost&Sullivan41EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape%,2019-2028ESource:Frost&Sullivan42EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeLatinAmericaLatinAmericaAfrica201920202creatingvastopportuSource:Frost&Sullivan43EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeCAGR2019-2023CAGR2023-2028EWesternAfrica3,941.53,671.03,671.03,423.53,189.11,297.3 1,204.0 1,117.5 1,046.1984.22,185.2 1,239.6 1,095.1963.8230.5252.5199.3215.9483.2535.7593.4641.6433.2459.2486.8510.62,494.8833.92,331.6774.9182.0439.9408.6408.2385.5376.5373.3347.1353.7319.9334.7294.6316.0 1,156.3 1,027.42,978.62,782.72,658.6 163.0 151.2 140.2 130.1 120.6921.9887.4870.2819.8904.2719.7734.4772.1201920202021202220232024E2025E2026E2027E2028EincomesareenhancingconsumeSource:Frost&Sullivan44EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeLatinAmericaLatinAmericaAfrica201920202advancements,andwdisposableincomegrowth;increasingproductsselectionSource:Frost&Sullivan45EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePapeCAGR2019-2023CAGR2023-2028EWesternAfrica atasteadypace.Source:Frost&Sullivan46establishedlocaldistribEmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape2022-2022-2023kkimberly-clarkkkimberly-clarkSource:Frost&Sullivan48EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape2022-2022-2023~~PG~*kimberly-clarkPG~*kimberly-clarkSource:Frost&Sullivan49EmergingMarketsHygieneProductWhitePapeEmergingMarketsHygieneProductWhitePape2022-2023PG~kkimberly-clarkPG~kkimberly-clarkSource:Frost&Sullivan50EmergingMarketsHygieneProductWhitePape11brands.Thesewell-known2251EmergingMarketsHygieneProductWhitePape334