The year 2014 was destined for a major transformation in china's dairy industry, and china's pastures suddenly became a place of popular capital。
On 27 august, the world's largest dairy-processing export company, the new zealand dairy giant, was declared natural and fully cooperative with the domestically funded infant and child food company, beinme, which, in addition to establishing a joint venture, had joined forces to invest in building pastures in china。
Earlier, on 11 july, the natural and american enterprise jabba had suddenly announced that 1. 8 billion yuan would be invested in the construction of dairy farms in the interior, including five pastures。
In may, royal dutch fisland announced its collaboration with faishan dairy holdings ltd., china, to produce infant and young child formulas using the range resources of the faishan dairy industry。
Apart from foreign ventures, foreign investment companies are not lonely。
On 2 july 2014, singapore's largest international investment agency, the singapore government investment corporation (gic), indicated that it would invest $106 million in wakashi livestock, which is located in china's high-quality milk source market, together with a consortium of investments from the regional private fund, tarzan。
In july this year, foreign capital, such as luidafu, mirai's friend bank, and horley investments, also appeared among the shareholders in the ipo's sanctuary of inner mongolia, completed in hong kong。
In a moment, a realistic version of "the grain wind cloud" opened the curtain。
Foreign investment for milk
In china's dairy industry, one of the most famous words is: “the milk earner is in the world.”
Figures from the china dairy association show that there is a large gap in raw milk (the main raw material for dairy products) in china and that the need to build sources of milk is urgent. Our total demand for raw milk in 2012 amounted to 43,596,000 tons, while the supply amounted to only 40 million tons, leaving a gap of 3. 596,000 tons。
It is clear that this is well understood by nature。
The permanent natural public relations department has indicated to china economic weekly that companies will meet this demand in two ways. First, high-quality dairy products are provided through the development of a sustainable milk source base locally, and second, high-quality dairy products continue to be imported into china through a natural supply chain。
As early as 2012, wei koven, then president of the natural and natural china and india districts, publicly stated to the media that the natural plan was to build 30 owner-owned pastures in china by 2020 and complete the integration of the dairy supply chain in china。
And as sensitive as its smell is the nestlé。
As early as 2012, nestlé began to set up the upper milk source plate, announcing the investment of $2. 5 billion over the next five years to build a milk source base in the twin cities of heilongjiang province in china. In april 2014, nestlé entered into a cooperation agreement with the shanghai milk group to build a base for high-quality milk milk for infants and young children in heilong river, with investments amounting to billions of dollars, and the project is now under way。
“the dairy industry is divided into three main segments, one being the dairy market, one being dairy processing and the other being a milk source.” in an interview with china's economic journal, a dairy expert, wang tingtong, stated that china's dairy industry, after a long period of development and competition, had developed two main patterns in the dairy market: milk powder had long been dominated by foreign brands, and foreign brands such as zamzoon, daun and nestlé had almost taken over china's milk market; and the market for liquid milk was largely dominated by local brands, which could not compete with local brands. The second area of dairy processing has been growing at a high level in previous years, with some advantages for domestic enterprises。
“the establishment of an integrated dairy business is a natural development strategy in china, and the construction of a cow farm base is a key component of that strategy.” the natural side, for example, is the chinese economic weekly。
“there are few companies outside the country that are listed for the concept of running pastures, but the chinese market is a special case, with an influx of international capital that, on the one hand, seeks to fulfil the dream of pursuing wealth; and, secondly, with low domestic farm access costs and rising demand for raw milk in china each year, is certainly a source of gold for foreign investment.” a dairy marketing expert and president of beijing's peking tenge road, rey young jun, said to china's economic weekly。
Wang tintong, for his part, believes that, while the current penetration of foreign-owned dairy companies in the dairy sector has not yet become climatic, the impact on the local dairy industry will be increasing in the long run. “when foreign investment dominates upstream and thus affects downstream dairy processing and the liquid milk market, chinese dairy pricing will also fall short of foreign ownership, and it will be difficult for local firms to rise again.” wang tingtao says。
You have to be prepared for ten years without making any money
“everyone in the industry understands the reason why the milk grow, but running a ranch is a long-term project, and it takes 10 years for the new hope to be profitable.” the president of the new hope dairy council has just been interviewed by the chinese economic weekly。
Since 2002, when the chairman of the new hope group, liu yongxiang, announced his entry into the dairy industry and quickly consolidated the “joint fleet” of 11 urban-type dairy companies to form the new hope dairy industry with capital advantage, the new hope group, located in the south-west, has been hoping to take advantage of the regional advantage and gain a seat in the dairy industry。
However, in a situation in which python elli, monooxin, light and others have already completed a full-line layout at the terminal, the new hope is to choose only the strategy of using their own grazing advantage to provide their own home-based milk, which is made of bacillus。
“we chose to start upstream and build a whole industry chain, but it is worth noting that rangelands are time-consuming and laborious work from obtaining production permits to operating and managing them.” the news just came to china economics weekly。
First, due to the limitations of natural conditions, china's traditional agro-pastoral areas are very limited and were previously all concentrated in the so-called three-northern regions, such as the north-east, north-china and north-west provinces. “the natural conditions of rangelands require substantial land resources, such as the vast size of the north-west, which facilitate isolation and the spread of the disease. In an economic power like jiang zhe province, the problem of livestock farming is difficult to resolve, as is the case in areas such as zhejiang, which are more modern in rural areas. The contribution of animal husbandry is lower than that of other industries, which can also lead to pollution and land resource constraints, making it difficult to build pastures in these areas.”。
Secondly, the problem of pollution management is the most difficult to manage for pastures. “... Cow farming is a high-defeating industry, with an average cow excrement of about 50 kg a day, and a million head (cow) pastures with emissions of 600 tons a day and more than 200,000 tons a year. The faeces generated by a cow in one year require 10 acres to be digested. In agricultural areas, most of which are cultivated land, it is very difficult to achieve the degradation of 200,000 tons of sludge.” the table just indicates that a number of enterprises have previously invested in the construction of thousands of head of pastures, but it is difficult to properly treat pollutants in terms of the results. “travell pastures are a very challenging matter, and we are no longer pursuing the size effect of single rangelands, which is a new model of clustered rangelands in three to five single-sized, 3,000 to 5,000-headed medium-sized rural pastures per region.”
In addition, immunization security is a management challenge. In an interview with sichuan, journalists found that companies are required to spend a great deal of money each year on animal disease prevention, and that because thousands of cows are concentrated, especially on a large scale, they are prone to disease, the smell of which goes away, and the carbon dioxide from the farts alone can cause significant air pollution and even greenhouse effects。
The milk competition, the endurance struggle
“according to foreign capital, its advanced technology will accelerate the rapid development of rangeland construction, improve the quality of raw milk and promote the upgrading of china's dairy industry, but as a source of milk that must be controlled by chinese dairy companies, we have adopted the three-pronged approach of owning pastures + cooperative pastures + family pastures。
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