2023-05-22-GFI-2022年人造肉行业报告_96页_2mb

2022 State of the Industry Report: Cultivated Meat and Seafood

Core Content

The 2022 State of the Industry Report by the Good Food Institute (GFI) provides a comprehensive overview of the cultivated meat and seafood sector, highlighting its progress, challenges, and future potential. The report emphasizes that alternative proteins are essential for addressing global challenges such as climate change, food security, and biodiversity loss. Cultivated meat, in particular, is seen as a transformative solution that can meet growing demand while being more sustainable and ethical than conventional meat production.

Main Points

• Global Demand and Sustainability: Meat production is expected to nearly double by 2050, but current methods are unsustainable. Cultivated meat offers a sustainable, scalable, and more ethical alternative.

• Industry Growth: The cultivated meat and seafood industry has grown significantly in 2022, with more companies, facilities, and partnerships forming. It is now officially a global industry, with companies operating in 26 different countries.

• Regulatory Advances: In the U.S., the FDA gave UPSIDE Foods a regulatory "green light" for their cultivated chicken, marking a major milestone. The U.S. Congress also allocated nearly $6 million in research funding for alternative proteins.

• Market Milestones:

  • Distribution: GOOD Meat served cultivated chicken at Singaporean hawker stalls and butcheries, demonstrating its culinary versatility.
  • Product Development: Multiple companies unveiled prototypes of cultivated meat and seafood, including chicken fillets, beef burgers, oyster meat, fish sticks, and fish balls.
  • Facilities: There are now 18 operational facilities globally, with more in development.

• Investment Trends:

  • Cultivated meat and seafood companies raised $896 million in 2022, bringing the total since 2016 to $2.78 billion.
  • The number of unique investors increased by 19%, reaching 679.
  • The largest deal of the year was a $400 million investment in UPSIDE Foods.

• Corporate Involvement:

  • The world's top three meat companies (by revenue) are all involved in the cultivated meat industry.
  • Major food companies like Nestlé, Tyson Foods, JBS, and Cargill have shown increasing interest and investment in cultivated meat and seafood.

• Technology and Innovation:

  • Research on cell lines, serum-free media, and scaffolding has advanced the scalability and affordability of cultivated meat.
  • The industry is moving toward more specialization and B2B collaboration, with many companies focusing on specific parts of the production process.

• Policy and Regulation:

  • Governments worldwide have shown support, including $65 million in public funding from the Netherlands for cultivated meat and precision fermentation.
  • The U.S., Europe, and Asia Pacific have made significant regulatory strides, with more clarity and frameworks emerging.

• Consumer and Market Insights:

  • Research indicates that the term "cultivated meat" is more appealing to consumers than "cell-cultured meat."
  • Consumer interest is growing, with more market analysis pointing to international adoption of cultivated meat.

Key Information

• Total Invested Capital (2022): $896 million
• Total Invested Capital (Since 2016): $2.78 billion
• Number of Publicly Announced Companies (2022): 156
• Number of Operational Facilities (2022): 18
• Major Investors: Including Kerry, CP Kelco, and Nestlé, which have invested in various stages of the industry.

Major Developments in 2022

• FDA Approval: The U.S. FDA completed its first premarket review for a cultivated meat product (UPSIDE Foods' cultivated chicken).
• Product Launches:
  • GOOD Meat launched cultivated chicken at hawker stalls and butcheries in Singapore.
  • Cellva (Brazil) and ImpacFat (Singapore) unveiled their first prototypes of cultivated meat and fat.
  • Pearlita Foods introduced a prototype of cultivated oyster meat.
• Partnerships:
  • Wanda Fish (Israel) partnered with Tufts University for a two-year research program.
  • Shiok Meats (Singapore) partnered with Minh Phu Seafood (Vietnam) for cultivated shrimp development.
  • Meatable (Netherlands) partnered with Love Handle (Singapore) to create hybrid meat products.
• Global Coordination: A new global alliance was formed to collaborate on regulatory work, consumer research, and nomenclature.

Challenges and Opportunities

• Funding and Workforce Constraints: These are the two biggest bottlenecks for scientific innovation and scaling.
• Public and Private Support: Increased investment and public policy support are crucial for the sector's growth.
• Talent and Research: The research ecosystem has grown, with universities launching new courses and programs in alternative proteins.
• Path-to-Market: The industry is moving from "bright idea" to "delicious reality," with more companies entering the market and more products being developed.

Conclusion

The 2022 report highlights the rapid progress of the cultivated meat and seafood industry, with significant advancements in science, policy, and market readiness. While challenges remain, the momentum is strong, and with continued investment and innovation, the industry is poised to transform global food systems in the coming years.