業內首份報告 為投資者和創新者
揭示龐大且有利可圖的機遇
白地市場分析（white space analysis）顯示新興物料的增長和盈利能力正緊貼替代蛋白
（2021年11月4日）The Material Innovation Initiative (MII) 是一家來自物料業的非牟利智庫。他們聯同可持續農業糧食、紡織和時裝創新行業的投資基金和生態系統建立者南豐作坊，發表了一份關於物料行業的分析報告，詳述不含動物成分的可持續皮革、羽絨、羊毛、絲綢、皮草和稀有皮革的「白地市場」機遇（white space opportunities）。
MII的科學總裁Sydney Gladman博士指：「我們的目標是展示在這個新興行業中未被充分採用、而又擁有的巨大影響力的科研成果。這些『白地』並非集中在單一產品和市場上，它們將在整個新興物料行業內、外產生漣漪效應。」
南豐作坊留意到新興物料行業一如十年前的替代蛋白行業，充滿著未被開發的機遇。創新者和投資者正伺機物色像Beyond Meat 和Impossible Foods般具顛覆性創新的新興物料公司，期待在日後市值過億時收割豐厚的成果。
南豐作坊研究團隊的Angus Tsang說：「我們很高興有機會與Material Innovation Initiative聯手探討新興物料行業內未被開發的潛力。消費者對可持續發展不斷提升的關注推動了新興物料行業的發展；為了保持著這股動力，現在是時候向更廣泛的群體介紹物料創新。」
MII的共同創辦人Nicole Rawling 和Stephanie Downs都是來自替代蛋白領域的專家。Nicole Rawling補充說：「我和Stephanie都見證過這種行業轉變。對我們而言，今天物料行業的發展可說是似曾相識。」
MII和南豐作坊在這份分析報告中，定義「白地」（white spaces）為在促進專注研發的工作，及創造新興科技和公司以滿足新興生態系統中未被滿足的需求方面擁有關鍵機遇的領域。
最顯著的白地市場都是皮革以外的物料：由於業內大約三分之二的公司都在生產新興皮革，令絲綢、羊毛、羽絨、皮草和野生皮革的創新成果受到局限。但這也為一些物料 —— 特別是皮草和絲綢 —— 提供了許多有利可圖的機遇。
其他白地市場包括：
- 可持續原材料和添加劑（白地市場2、3、4）
- 多功能產品壽命結束策略（白地市場5）
- 在研發過程中貫徹由下而上的物料設計方式（白地市場6）
- 生物科技流程中的常見挑戰（白地市場7）
根據聯合國的資料，工業化畜牧業是導致當今多個嚴峻問題的主因，包括：氣候改變、生物多樣化流失、環境退化、空氣和水污染、過度浪費、公共健康危機及虐待動物。另外，至少三分之二的品牌的可持續策略都跟其原材料選擇有關，可見品牌需要替代品取代現在市面上的動物物料，以幫助他們達至可持續目標。
現在機遇處處，新興服裝品牌Pangaia的創新總裁Amanda Parkes博士簡明扼要：「我們需要大部分人把事情做得更好，而非只有一小撮人把事情做到完美。」
這份白地市場報告，為矢志改善大眾利益而立臻完美的創新者、投資者、品牌、初創企業、科學家和工程師提供了一份路線圖。
請按此下載完整報告。
媒體欲詢，請聯絡：
南豐作坊
周雅淇｜研究分析及投資
jenna.chow@themillsfabrica.com
About The Mills Fabrica
The Mills Fabrica is an open platform for technology and lifestyle (“Techstyle”) innovations in industries like apparel/ textiles and ag/ food. The Mills Fabrica consists of an incubator, VC fund and an innovation space/ lab/ store. Fabrica’s mission is to invest in and support companies who will accelerate the transition into a more sustainable future through innovation and to become a “go-to” platform for Techstyle innovation. For additional information, please visit http://www.themillsfabrica.com.
About Material Innovation Initiative
At MII, we envision a world where the materials we interact with every day, from our shoes to our car seats, are produced in a way that allows animals, the planet, and future generations to thrive. We aren’t the only ones. Consumers and companies alike are searching for sustainable solutions that are functional, fashionable, and cost-effective, but today’s options are few and far between.
Markets and technology have the power to drive deep industry change, from raw material selection to the runway. When next-gen materials can compete with the outmoded and polluting materials of today on price and performance, we will see a dramatic shift in the status quo toward a more sustainable future. In this future, the sustainable option will be the default option.
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