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秘鲁卫生巾市场竞争格局
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所属报告:
乐舒适(2698.HK)-港股公司研究报告:新兴市场卫品龙头长坡厚雪、壁垒高筑-260323(88页).pdf
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竞争格局方面,拉美卫品市场正经历从外资主导向本土化竞争转型的过程,为新参与者留出了结构性空间。外资在卫生巾和纸尿裤市场的合计市占率已分别从2015年的79.5%和64.3%降至2024年的78.8%和55.1%,整体相对稳定,但内部格局分化,尤其纸尿裤市场外资份额下降近10个百分点,跨国巨头在拉美的定价权同样 在被侵蚀。卫生巾领域Essity凭借本土化运营持续扩张(份额从17年的23%升至24年的30%),而宝洁份额由15%降至11%,呈现"本土化能力强者进、全球化模板套用者退"的分化特征。纸尿裤领域2023年Softys收购Ontex拉美业务后一举占据19%份额,金佰利虽保持首位但价值份额从42%降至35%,格局重塑的窗口期已然打开。 整体而言,拉美卫品市场集中度虽高于非洲,但外资份额持续流失与本土整合 加速表明市场仍处于可争夺阶段。同时,在非洲快速发展的中资企业与印度企业,由于地域的限制在南美布局相对不多,除秘鲁外没有明显的中国卫品产品出口情况,因而整体呈现头部集中、本土改善、整体竞争格局尚较宽松的态势。
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乐舒适(2698.HK)-港股公司研究报告:新兴市场卫品龙头长坡厚雪、壁垒高筑-260323(88页).pdf
可比公司估值情况(20260320)
营收拆分(单位:百万美元)
非洲主要水饮参与者趋势
2024非洲水饮市场份额前10企业
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