植物基 | 2020年植物性行业十大亮点

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2020 was a defining year for the plant-based sector. Despite the disruption and uncertainty wreaked by the pandemic, consumer demand, investor interest and activity around new product development soared to new heights. While many other food sectors had to batten down the hatches, the plant-based sector charged ahead with enterprising partnerships, ambitious merger and acquisition deals, new production facilities and scores of eye-catching product launches.

2020年对植物性行业来说是决定性的一年。尽管流行病造成了混乱和不确定性，但消费者需求、投资者兴趣和围绕新产品开发的活动飙升至新的高度。在许多其他食品行业不得不严阵以待之际，以植物为基础的行业凭借大胆的合作伙伴关系、雄心勃勃的并购交易、新的生产设施以及大量引人注目的产品发布，一马当先。 

“It’s no accident that this was the year that many giants of the traditional food industry chose to get serious about the plant-based sector,” notes Jasmijn de Boo, Vice President at ProVeg International. “Any notion that plant-based might be a flash in the pan, or a fad that consumers would turn their backs on the minute the going gets tough, has been put firmly to bed by the events of the past 12 months.” 

“今年是传统食品行业的许多巨头选择认真对待植物基产业的一年，这绝非偶然。”ProVegInternational的副总裁JasmijndeBoo指出：“过去12个月发生的事件，让任何认为植物性食品可能只是昙花一现，或者消费者会在情况变得艰难时背弃消费的一种时尚，都坚定地打消了这种想法。”

Here is our pick of 10 highlights that tell the story of this dynamic, innovative sector in 2020.    

以下是我们挑选的十大亮点，它们讲述了这个充满活力、创新的行业在2020年的故事。

EUROPEAN PARLIAMENT REJECTS ‘VEGGIE BURGER BAN’

欧洲议会反对“素食汉堡禁令”

When is a burger not a burger? Does a steak, by definition, have to be meat-based? And can a plant-based sausage legitimately be called ‘sausage’? An amendment proposed by the European Parliament to ban terms like ‘veggie burgers’ and ‘yoghurt alternative’ was put to a vote this year. Thanks to concerted efforts by ProVeg, however, MEPs decided to back the shift to plant-based eating and voted against a proposed ban. It’s an important decision that protects the future of the plant-based sector and ensures that European consumers can continue to shop for meat alternatives with packaging and marketing that use intuitive, everyday language.    

什么时候汉堡不是汉堡？根据定义，牛排必须是以肉为基础的吗？一种植物味的香肠能被合法地称为“香肠”吗？今年，欧洲议会提出的一项禁止“素食汉堡”和“酸奶替代品”等条款的修正案被付诸表决。多亏了普罗维格的共同努力，然而，欧洲议会议员决定支持向以植物为基础的饮食转变。投票反对一项拟议的禁令。这是一个重要的决定，它保护以植物为基础的部门的未来，并确保欧洲消费者可以继续购买肉类替代品，使用直观的日常语言进行包装和营销。

On the dairy side, however, the battle continues. Despite voting against the ‘veggie burger ban’, MEPs voted in favour of further restrictions on terms for dairy alternatives. All eyes are now on the EU’s national governments, which will have a chance to oppose the new restrictions during negotiations over the Common Agriculture Policy, in early 2021.

然而，在奶制品方面，战斗还在继续。尽管对“素食汉堡禁令”投了反对票，但欧洲议会议员投票赞成进一步限制乳制品替代品的条款。现在所有的目光都集中在欧盟的国家政府身上，他们将有机会在2021年的共同农业政策谈判中反对新的限制。

MCDONALD’S ANNOUNCES MCPLANT RANGE    

麦当劳宣布麦普兰系列

We’re lovin’ it: the world’s largest fast-food chain is finally beginning to embrace all things plant-based. After tests in several markets, McDonald’s revealed in November that it plans to roll out a plant-based burger in 2021. Additional plant-based items, including chicken alternatives, could follow.

我们很喜欢它：世界上最大的快餐连锁店终于开始接受以植物为基础的所有东西。经过几个市场的测试后，麦当劳在11月透露，它计划推出 以植物为基础的汉堡在2021年。其他以植物为基础的产品，包括鸡肉替代品，也可能随之而来。

Given McDonald’s unique reach and global footprint, the McPlant launch has the potential to dramatically increase the availability of affordable plant-based options to consumers around the world.

Other fast-food chains also got serious about the plant-based sector in 2020. Burger King teamed up with Unilever’s Vegetarian Butcher brand to launch a plant-based ‘Rebel Whopper’ in the UK as well as plant-based patties and nuggets in the Netherlands and Germany. KFC Canada made its plant-based chicken sandwich a permanent item on the menu, while Pizza Hut started trialling plant-based toppings.

考虑到麦当劳独特的影响力和全球影响力，麦普兰的推出有可能大幅增加世界各地消费者对可负担得起的工厂选择的机会。

其他快餐连锁店在2020年也开始认真对待以工厂为基础的行业。汉堡王与联合利华的素食屠夫品牌联手推出了一家工厂。 “叛乱者”在英国以及工厂 肉饼和金块在荷兰和德国。加拿大肯德基做了以植物为基础的鸡肉三明治。 a 永久菜单上的项目，而必胜客开始试用 植物基配料.

IMPOSSIBLE FOODS RAISES $500M IN THE MIDDLE OF A PANDEMIC  

不可能食品公司在大流行期间筹集5亿美元

The pandemic was a landmark moment for the plant-based sector. With health, obesity and sustainability in the spotlight, and well-documented coronavirus outbreaks taking place in meat factories, consumer interest in plant-based options accelerated.

对于以工厂为基地的部门来说，这场大流行是一个里程碑式的时刻。随着健康、肥胖和可持续性成为聚光灯下的焦点，肉类工厂和消费者爆发了大量的冠状病毒。 加快对基于工厂的期权的兴趣.

Unsurprisingly, investor interest also accelerated, allowing Impossible Foods to raise a staggering $500m in March – in the midst of the coronavirus crisis – in order to speed up its growth plans and boost distribution.

不出所料的是，投资者的兴趣也在加速，这使得不可能的食品得以筹集 5亿美元3月份--在冠状病毒危机期间--为了加快增长计划和促进分销。

Impossible Foods wasn’t alone, however. Across the sector, venture investments in plant-based protein hit $1.1bn in the six months to June alone, making 2020 a watershed year for plant-based market capitalisation, according to figures from investor network FAIRR.

然而，“不可能食品”并不是唯一的。在整个行业，仅在截至6月份的6个月内，对植物蛋白的风险投资就达到11亿美元，使2020年成为以植物为基础的市场资本化的分水岭之年。 投资者网络的数据.

UNILEVER SETS AMBITIOUS PLANT-BASED TARGET

In November, Unilever committed to a sales target of €1bn by 2027, representing a five-fold increase over the next seven years.

Unilever was just one of several FMCG giants to set ambitious targets for plant-based sales. In September, Tesco, the UK’s largest supermarket chain, revealed plans to increase sales of meat alternatives  by 300% by 2025. The retailer also pledged to improve the affordability of plant-based options.

In Germany, leading supplier Rügenwalder Mühle upped its commitment to local sourcing, with plans to cover 10% of its total soya requirements with German-grown soya in 2021. The company also reported a 50% increase in sales of its plant-based products during the first half of 2020.

联合利华设定雄心勃勃的工厂目标

在11月，联合利华承诺到2027年实现10亿欧元的销售目标在接下来的七年里增长了五倍。

联合利华只是为工厂销售设定雄心勃勃目标的几家快速消费品巨头之一。今年9月，英国最大的连锁超市乐购(Tesco)宣布计划 肉类替代品销售增加300%到2025年。这家零售商还承诺改善基于工厂的期权的可承受性。

在德国，领先的供应商Rügenwalder Mühle增加了对本地采购的承诺，计划在2021年用德国种植的大豆满足其10%的大豆需求。该公司还报告说销售额增加50%它的工厂产品在2020年上半年。

OAT-MILK BOOM REACHES NEW HEIGHTS

Oats were the undisputed star of the plant-based sector in 2020. Thanks to its  long shelf life and no need for refrigeration, oat milk became a firm favourite with shoppers during the pandemic. In the US, demand for oat milk was so high in the early days of the outbreak that it outpaced demand for hand sanitiser. By October, oats had overtaken soya to become the number two ingredient in US dairy alternatives (leaving almond milk in the number-one spot).

Oat-based products also boomed elsewhere: Oatly set up operations in Singapore to cater to growing demand in Asia, while retail sales of oat-based products in the UK nearly doubled year-on-year. Oats also featured in scores of new product launches, with Califia, Arla, Starbucks and Nestlé among the brands to expand their ranges with new oat-based options this year.

燕麦奶热潮再创新高

燕麦是2020年工厂行业无可争议的明星。由于燕麦奶保质期长，不需要冷藏，在大流行期间，燕麦牛奶成为消费者的最爱。在美国，人们对燕麦奶的需求在疫情爆发初期就很高，以致于 手消毒剂的需求超过需求。到了十月，燕麦已经超过了大豆。 数字二美国乳制品替代品中的成分(把杏仁牛奶放在第一位)。

燕麦类产品也在其他地区蓬勃发展： 在新加坡开店以迎合亚洲日益增长的需求，同时在英国销售以燕麦为基础的产品。 近一倍一年比一年。燕麦还参与了许多新产品的发布， 卡利菲亚, 阿拉拉, 星巴克和 雀巢今年，在以燕麦为基础的新选择中，各大品牌将扩大产品范围。

CONFECTIONERY GIANTS WAKE UP TO THE PLANT-BASED SHIFT

2020 was the year that some of the world’s biggest confectionery players started paying serious attention to the plant-based sector.

In August, Lindt unveiled plans to launch an oat-based chocolate range for the German market, while manufacturer Barry Callebaut announced a plant-based chocolate range to meet growing consumer demand for dairy-free confectionery options.

Even Cadbury’s iconic Dairy Milk brand got in on the act, with reports emerging in February that the company was working on a plant-based version. Although a launch doesn’t appear to be imminent, the fact that one of the world’s most popular chocolate brands – one with the name ‘dairy’ in its name – is seriously exploring plant-based options shows just how much consumer interest in plant-based confectionery has accelerated.

糖果巨头们从工厂的转变中苏醒过来。

在2020年，世界上一些最大的糖果公司开始认真关注以工厂为基础的行业。

八月，林德公布了一项计划 燕麦巧克力系列在德国市场上，制造商巴里·卡列鲍特(Barry Callebaut)宣布植物巧克力系列 以满足日益增长的消费者对奶制品无糖糖果的需求。

就连吉百利标志性的牛奶品牌也加入了这一行列，2月份有报道称，该公司正在研究一种基于植物的版本。尽管市场似乎不会马上推出，但世界上最受欢迎的巧克力品牌之一--其中一个名为“乳制品”的品牌--正在认真探索以植物为基础的选择，这表明消费者对以植物为基础的糖果的兴趣已经加速。

CELLULAR-AGRICULTURE PIONEER MEMPHIS MEATS RAISES $161M

Cultured meat also made massive strides in 2020. The year started with a bang: in January, Memphis Meats secured $161m in its biggest-ever funding round. The funding will help the company build a production facility, paving the way for a commercial rollout.

In June, KFC announced a partnership with a Russian 3D-bioprinting firm to createcultured chicken nuggets; and, in November, Israel’s SuperMeat opened The Chicken, a restaurant in Tel Aviv that serves cultured-chicken products to diners.

The market for precision fermentation also made significant progress. In April, US startup Perfect Day secured a valuable ‘no objections’ letter from the Food and Drug Administration, confirming its GRAS (generally recognised as safe) status. The company subsequently secured $300m in funding.

蜂窝农业先锋孟菲斯肉类公司筹集1.61亿美元

在2020年，养殖肉类也取得了巨大的进步。这一年开始的时候轰隆隆的：在一月份， 孟菲斯肉类公司获得1.61亿美元这是有史以来最大的一轮融资。这笔资金将帮助该公司建立一个生产设施，为商业推广铺平道路。

今年6月，肯德基宣布与俄罗斯的一家3d生物清洗公司建立合作伙伴关系。 养鸡块11月份，以色列的超级肉食开张了鸡，一家餐馆在特拉维夫，它为食客提供有教养的鸡肉产品。

精密发酵市场也取得了显著进展。4月份，美国创业公司完美日获得了一个有价值的“无异议”信件来自食品和药物管理局，确认其GRAS(一般公认为安全)的地位。该公司其后 获得3亿美元资金.

BEYOND MEAT BUILDS FACTORY IN SHANGHAI

In the wake of the pandemic, demand for plant-based products in China has soared. Beyond Meat was quick to respond, announcing plans to build a new production facility near Shanghai. The investment marks the company’s biggest push into China to date, with production to commence in early 2021.

It’s not hard to see why global companies like Beyond Meat want to expand their footprint in China. The country accounts for 27% of the world’s meat consumption, according to Bloomberg, so the potential for meat alternatives is huge.

As such, local players are already ramping up their efforts. In April, Chinese food-tech company Starfield partnered with six restaurant chains. In September, Green Monday Holdings, the company behind pork-alternative OmniPork, secured $70m in order to expand its plant-based portfolio, while Dao Foods International plans to invest in 30 startups in order to accelerate China’s plant-based sector.

超越肉品在上海建厂

在大流行之后，中国对以植物为基础的产品的需求猛增。Beyond Meat迅速做出反应，宣布了计划 建立新的生产设施上海附近。此次投资标志着该公司迄今最大规模的进军中国市场，该公司将于2021年年初投产。

不难理解，为什么像Beyond Meat这样的跨国公司想要扩大在中国的业务。国家占占世界肉类消费量的27%据彭博社报道，因此肉类替代品的潜力是巨大的。

因此，当地的参与者已经在加大努力。今年4月，中国食品科技公司Starfield与六家连锁餐厅合作。九月， 绿色星期一控股，该公司背后的猪肉替代品OmniPork，获得了7000万美元，以扩大其以工厂为基础的投资组合，同时道食国际计划投资30家初创企业，以加速中国工厂行业的发展。

PLANT-BASED SECTOR DEBUNKS SUPER BOWL ATTACK AD

It wasn’t all good news for plant-based in 2020. As sales and investment increased, so did criticism.

Notably, US lobbying organisation The Center for Consumer Freedom ran an ad during this year’s Super Bowl, attacking the use of ‘ultra-processed’ ingredients such as methylcellulose in some plant-based products. The organisation had previously taken out ads in US newspapers warning consumers to avoid ‘fake meat’.

The Super Bowl ad only ran regionally and was quickly debunked by companies such as Impossible Foods, but there’s every reason for the sector to take such attacks seriously. As the plant-based sector continues to grow, opposition, too, will grow louder – and ingredients lists are an easy target. This is one battle that’s only just beginning to heat up.

以工厂为基础的部门揭穿超级碗攻击广告

对于2020年的工厂来说，这并不都是个好消息。随着销售额和投资的增加，批评也增加了。

值得注意的是，美国游说组织消费者自由中心 今年超级碗的广告攻击“超加工”成分如甲基纤维素在一些植物产品中的使用。该组织此前曾在美国报纸上刊登广告，警告消费者避免“假肉”。

超级碗的广告只在地区范围内进行，很快就被一些公司揭穿了，比如不可能的食物但这个行业完全有理由认真对待这类袭击。随着以工厂为基础的行业继续增长，反对声音也会越来越大--配料清单也是一个容易的目标。这是一场才刚刚开始升温的战斗。

THE LIVEKINDLY CO. CREATES PLANT-BASED EMPIRE

The meteoric rise of new plant-based collective The LiveKindly Co. shows just how quickly the plant-based market moved in 2020.

Created by a group of food industry heavyweights and backed by $200m in funding, the new collective has built a high-growth plant-based portfolio at breakneck speed. It acquired digital-media company LiveKindly (which also gave the new group its name), along with German meat-alternative brand LikeMeat and South African brand The Fry Family Food Co, as well as taking a stake in pea-protein manufacturer Puris. The acquisition of Swedish plant-based meat brand Oumph! followed in June.

And LiveKindly Co. isn’t stopping there. In October, the collective raised an additional $135m to accelerate the expansion of its portfolio. It also struck a high-profile joint venture with German poultry producer PHW, under the brand name Green Meadows, which will handle production and distribution for LiveKindly products in Europe.

LIVEKINDCO.创建以工厂为基础的帝国

新的以工厂为基础的集体--LiveKindCo.--的迅速崛起表明了这个以工厂为基础的市场在2020年有多快的发展。

由一群食品业重量级人物创建，并得到2亿美元资金的支持，这个新的集体以惊人的速度建立了一个基于高增长工厂的投资组合。它 收购数字媒体公司Livekinly(这也给这个新集团起了名字)，还有德国肉类替代品牌LikeMeat和南非品牌Fry FamilyFoodCo，以及入股 豌豆蛋白制造商。获得瑞典以工厂为基础的肉类品牌Oumph！接下来是六月。

而LivekindCo.并没有就此止步。十月，集体 又筹得一亿三千五百万元以加速其投资组合的扩张。它也引起了人们的高度关注。 与德国家禽生产商PHW的合资企业，以绿色草甸品牌命名，将在欧洲从事生活用品的生产和销售。