Finance Associated Press, February 3 (Reporter Zhang Chenjing).At present, the domestic dairy market is in the transition period from normal temperature milk to low-temperature milk, and low-temperature milk has become a new track for dairy enterprises to compete. On February 3, Xinhua News Agency was authorized to release the "Opinions of the Communist Party of China on Learning and Using the Experience of the "Thousand Village Demonstration and Ten Thousand Village Renovation" Project to Effectively and Effectively Promote the Comprehensive Revitalization of Villages", in which "improving standards and promoting fresh milk consumption" has become the key word of the dairy industry in 2024.
Compared with the No. 1 document in 2023, the policy direction of the dairy industry in 2024 will be adjusted from "accelerating the expansion of beef and mutton and dairy production, and promoting the pilot demonstration of the transformation and upgrading of grassland animal husbandry" to "improving the standard of liquid milk, standardizing the labeling of reconstituted milk, and promoting the consumption of fresh milk".
Song Liang, head of the expert group of China Agricultural Reclamation Dairy Alliance, told the Financial Associated Press: "The overall domestic milk standards have been relatively perfect, such as liquid milk, room temperature milk, pasteurized milk, yogurt, etc. ”
It is understood that the sterilization process is between pasteurized milk (commonly known as fresh milk) and ultra-high temperature sterilized milk (commonly known as room temperature milk) milk products, the outer packaging is generally marked with high-temperature sterilized milk, and the industry is commonly known as "ultra-pasteurized milk".
It is worth mentioning that in the first document, it is proposed to promote the consumption of fresh milk, and under the current situation of loose upstream raw milk, the improvement of downstream demand is more critical to the development of the dairy industry. According to the National Bureau of Statistics, domestic milk production has increased by more than 6% for four consecutive years, and China's total raw milk output in 2023 will be 41.97 million tons, a year-on-year increase of 67%, and the output of dairy products from January to December 2023 was 305460,000 tons, a year-on-year increase of 31%。
At the same time, the increase in domestic raw milk ** inhibits the import of dairy products, and according to customs information, China will import a total of 287 dairy products of various types in 2023810,000 tons, a year-on-year decrease of 12%, and imported dairy products equivalent to fresh milk were 17.18 million tons, a year-on-year decrease of 104%。
Song Liang further said that there is still a lot of room for consumption growth of low-temperature milk in the future, although the intensity of dairy products is increasing in the past two years, but from the perspective of consumption, the growth rate of low-temperature milk, especially ultra-ba milk, is very obvious.
New Dairy (002946SZ), Yantang Dairy (002732SZ) and other companies told the Financial Associated Press reporter that from the perspective of the company's performance, it is intuitively felt that the overall consumption of dairy products in 2023 will be higher than that in 2022. With the development of cold chain logistics and the improvement of dairy production technology, the future growth of low-temperature dairy products will have a stronger driving force.
In 2023, China's raw milk** will continue to fall, and as of January 24, the average fresh milk in 10 major producing provinces such as Inner Mongolia and Hebei will be 364 yuan kg, a year-on-year increase of **110%。Dongxing** research report shows that the surplus of raw milk will gradually ease, and dairy products in 2024 will be mainly low**, and whether it can recover mainly depends on the degree of improvement in demand.
The decline of raw milk ** is conducive to the improvement of gross profit of dairy enterprises. Sunshine Dairy (001318.)SZ) company said that the raw milk ** company signed a long-term contract, and some of them are self-supplied milk sources, and the decline of raw milk ** can help improve the gross profit of the company's products.
Financial Associated Press reporter Zhang Chenjing).