In the past two years, on the one hand, Yili, Feihe, Junlebao, Danone and other comprehensive strength dairy companies have increased the goat milk powder track, on the other hand, Jiabei Aite, Yipin, Heshi, Yatai, Meiliyuan and other key players in the field of goat milk powder are also constantly strengthening the construction of their own whole industrial chain. Especially this year, we have observed that dairy companies have made frequent moves in the goat milk powder industry chain, and the strength of China's goat milk industry has gone further.
New construction and acquisitions are continuousDairy enterprises continue to invest in the construction of goat milk industry chain
Recently,Yatai Dairy's total investment of 800 million yuan in the "goat milk R&D and processing industry chain project" started construction. It is reported that the project consists of three parts: goat milk research and development center, production center, and cultural tourism research service center, and the production center mainly builds a wet production line with an annual output of 10,000 tons and an annual output of 5,000 tons of infant formula goat milk powder and a dry production line for preparing goat milk powder.
And this year,Meiliyuan Dairy's new Lantian factory with an investment of 500 million yuan was also officially put into operationIt is reported that the factory covers an area of 153 acres, with an annual processing capacity of 120,000 tons of fresh milk and an annual output of 2 formula goat milk powder20,000 tons.
Looking further back, in the second half of last year,The "Special Medical Purpose Formula Goat Milk Powder Production Line Construction Project" launched by Heshi Dairy Group in Longzhou was officially put into operation. It is understood that the total investment of the first phase of the project will reach 25.7 billion yuan, after full operation, it can achieve an annual output value of 2.2 billion yuan and 60 million yuan in taxes.
And in June last year,Yeeper Qingdao Laixi goat milk factory was also officially put into operation. It is reported that the total investment of the project is about 1 billion yuan, which is currently the largest goat milk powder processing project in China, with an annual output of 50,000 tons of goat milk powder and a total output value of 5 billion yuan. In addition, the factory has set up Yipin Sheep Dairy Cultural Expo Park, which integrates industrial tourism, popular science tourism and experiential tourism.
ExceptYeeper, Heshi, Yatai, Meiliyuan and other new goat milk factories, Yili, Feihe, Junlebao, Danone and other leading comprehensive dairy companies are also increasing the goat milk powder track in the form of mergers and acquisitions.
In 2021, Feihe acquired Miaoke the SheepLater, it continued to launch Xingfeifan Zhuoshu and Baa Feifan, and so far has 5 new national standard goat milk powders. Yili also acquired Ausnutria shares in this year, and has fully controlled Ausnutria so far, accounting for 5945%, Jiabei Aite has also completed the dual layout of import and domestic production on this basis.
In 2022, after Danone's acquisition of Obiga,Enoch Sheep and Zhuo Lai two new national standard goat milk powder products successfully entered the game. In the same year,Junlebao acquired Shaanxi Yinqiao DairyAfter further improving its multi-sector operation,Mead Johnson is also acquiring MecocoLater, the new national standard goat milk powder of the pure crown series was launched.
In addition to that,The synergy between goat milk powder brands is also deepening, such as the cooperation between Beenxi and Shengtang to launch Beenxi WeierpusIt is also a perfect dual layout of Beenxi at home and abroad.
Heavy injection of the industrial chain is the dual requirement of the market and strength
With the continuous decline of newborns, the infant formula industry has entered the "fighting" stage of competition for reduction, and in the overall unoptimistic external economic environment, these dairy companies still insist on focusing on the construction of the whole industry chainOn the one hand, it is the in-depth layout of the long-term development strategy of dairy enterprises, and on the other hand, it is also the inevitable result of the involution of the market.
The competition between products is often the competition of the industrial chain in the end", the stronger the strength of the industrial chain, the greater the core competitiveness of the enterprise. In recent years, channels have also paid more attention to the brand power and industrial chain strength of products when selecting products. In addition, the relevant policies stipulate that 1 registered factory can only produce 3 series of products, and dairy enterprises have to focus on the construction of the upstream industrial chain if they want to have more products and seek greater development, especially in the case of increasingly diversified consumer demand, the stronger the strength, the greater the winning surface.
The dairy enterprises that can re-inject the industrial chain under such a difficult internal and external environment have their own strength accumulated over the years and the confidence and determination to intensively cultivate the goat milk powder market have also been obvious.
The foundation of the goat milk industry has strengthened, but the competition is still fierce
Of course, in addition to fighting in China, the layout of dairy companies in the goat milk industry chain abroad is also frequent and intenseFor example, Jiabei Aite has laid out the Netherlands, Yeeper has laid out South Korea, Russia, and Spain, and Blue River and Beenxi have their own factories in New Zealand ......The resources of China's goat milk industry chain are not abundant.
Previously, "Milk Powder Circle" had been in "Big Coffee Says Goat Milk|".The market size may exceed 20 billion, but we must do these two things well", it is said that solving the problem of upstream industrial chain construction such as scarcity of raw materials and insufficient production capacity is the key to the further development of the goat milk powder market. Nowadays, goat milk resources and industrial chain strength are getting stronger and stronger, and we look forward to better development of the goat milk powder market.
But it can not be ignored that from the new national standard goat milk powder registration, up to now there have been 95 goat milk powder brands over-injected, compared with a note, the over-injection speed and the number of pure sheep have increased exponentially, and the competition in the entire goat milk powder market will be more intenseFrom products, brands to all aspects of the industrial chain, the layout ability of dairy enterprises is more tested, and multi-dimensional efforts can stand out from the involution market.