Soochow: Emphasize the AKK bacterial plate effect, recommend high-quality industry chain leader.
On November 14, 25, the China National Health Commission accepted an application for a new food ingredient, inactivated AKK bacteria. It has not been approved yet, and the products on the market are mainly sold through cross-border e-commerce platforms.
Soochow released a research report stating that AKK bacteria can assist in regulating appetite, overall inflammation, and sugar and lipid metabolism. It is now commonly used to improve obesity and diabetes, prevent colon cancer, and improve symptoms of conditions such as "amyotrophic lateral sclerosis." It emphasizes the sector effect and focuses on high-quality leading companies. Probiotics are on a billion-dollar longevity health track, with retail sales growth leading the industry. The report indicates that the AKK sector has a significant beta effect, recommending high-quality leading companies in the industry chain, while closely monitoring policy dynamics.
Soochow's main points are as follows:
AKK Bacteria:
AKK bacteria (AKKermansia muciniphila) are beneficial symbiotic bacteria that settle in the mucosal layer of the intestines (constituting 1%-5% of the intestinal flora). AKK bacteria can grow in the intestinal mucosal layer, survive by degrading intestinal mucus, and protect the intestines from pathogens through competitive exclusion. It is now commonly used to improve obesity and diabetes, prevent colon cancer by improving colitis, and improve symptoms of "amyotrophic lateral sclerosis." AKK has already gained entry into the United States, while the inactive form has been approved in the European Union and Japan, with an application pending in mainland China. On November 14, 2025, the Chinese Ministry of Health accepted an application for a new food material containing inactive AKK bacteria, which is not yet approved. The products are mainly sold through cross-border e-commerce platforms.
Researching core journals in the field of probiotics, the analysis corroborates:
1. Intestinal dysbiosis is one of the causes of obesity.
2. B420 can reduce energy and fat intake, improve intestinal permeability, reduce inflammation, and body fat.
3. AKK assists in regulating appetite, overall inflammation, and sugar and lipid metabolism.
4. The effect of inactive AKK on insulin resistance and improving intestinal barrier function is even better.
5. The supplement effect of AKK depends highly on the baseline level of this bacterium in the intestines.
It emphasizes the sector effect and focuses on high-quality leading companies:
Probiotics are on a billion-dollar longevity health track, with retail sales growth leading the industry. The retail sales of probiotic supplements in China were approximately 13.7 billion yuan in 2023, with a CAGR of 23% from 2010 to 2023. AKK bacteria have a large market potential space.
Investment advice:
The AKK sector has a significant beta effect, recommending high-quality leading companies in the industry chain while closely monitoring policy dynamics. Recommendations include leading brands such as H&H International Holdings and Guangzhou Ruoyuchen Technology, as well as companies in the raw materials and manufacturing segment, such as Perfect Group Corp., Ltd. and Sirio Pharma, which produces the AKK one strain.
Risk warning: Market competition risk, raw material cost increase risk, product sales not meeting expectations risk, cross-border e-commerce regulatory policy risk.
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