Last november, elli announced a strategic partnership with the italian dairy producer scarda, covering a variety of sources of milk, production and technology. The previous day, elli had officially introduced raw imported milk produced by scarda. The ely shares (600887, sh) are currently being sold mainly through the electric power company, according to the secretary of the board, mr. Huliping。
Public data show that our imports of liquid milk (at constant temperatures) increased by more than 30 per cent in the first half of the year, and our imports of liquid milk increased by more than 90 per cent in the year。
Senior dairy researcher song liang said to the daily economic news reporter that, given the low cost of imported milk and the high quality of the milk supply, combined with the higher preferences and consumption levels of the country's population, it was inevitable that the dairy giants would dominate the imported milk market; however, within three to five years, the imported milk would be used to supplement the domestic milk supply and gain an increase in consumption。
The giants took over the imported milk market
In fact, the proportion of imported milk is less than 1 per cent compared to the total domestic consumption of liquid milk of about 23 million tons last year, but growth is strong。
According to data published by the china dairy association, between 2010 and 2013, china imported 159,000 tons of liquid milk, 405 million tons, 938,000 tons and 195,000 tons, respectively. Last year, the volume of liquid milk imported increased by 91. 6 per cent over the same period. In the last four years, the increase in the rate of warm milk imports was the highest in dairy products。
Currently, a number of domestic dairy giants have joined the distribution of imported liquid milk. In 2012, the world's largest organic dairy supplier, eid sunset, announced that he would march into china, and that the pure import of elephant liquid milk had been sold in the country's major supermarkets through the mono-cow channel; in april this year, the light milk industry (600597, sh) announced that the company had signed a product-processing agreement with the australian dairy company pactum to process uht milk on its behalf。
In the view of china’s consultant, jan aihua, a food industry researcher, the imported milk market will continue to grow more rapidly in the future, and after monopoly’s “quick start” the launch of 100 per cent european milk imports by elie in partnership with scarda is the hope that it will be “later” and that this is why elie entered into a strategic partnership with the united states’ largest milk company, dfa, last year。
“importing brands to match domestic dairy giants is the market channel for the latter, which not only sees the growth space for imported liquid milk but also addresses the supply of milk.” song has indicated that as imported milk sank to cities on the 3rd and 4th lines, regional dairy companies will have to upgrade their products to produce higher value-added products or face the fate of being eliminated or merged。
Regional dairy companies should develop niche products
On 23 september this year, the daily economy news reporter was confirmed that the shining dairy company, a new zealand listed subsidiary, would buy 25 per cent of the shares of sichuan's new hope for hope numerical products ltd。
In response, wang tintong, a dairy expert, stated that, as a regional dairy, the new hope of bringing money to the new latt dairy industry was to extend the industrial chain and expand marketing channels。
“in the face of the annual growth of our imports of liquid milk, the dairy giants, which have been deployed throughout the country, will not be affected, but will be able to exploit another market with potential. The above-mentioned actions of the new hope are indicative of the self-help of the regional dairy companies.” song has indicated that the “power” of imported milk can be demonstrated not only by the sale of imported milk through the electricity company, but also by the avoidance of the sale of the original product line below the line。
“in 2003, neither markets, fine supermarkets, ordinary supermarkets, convenience stores, etc., were able to see almost no imports of liquid milk in the country, but today, particularly in my earlier research, more than 20 liquid brands have been found”
A dairy expert, yu yu yu, said to the daily economic news reporter that “the entry into the country of dairy companies abroad is unstoppable, but that the future of imported milk is dominated by normal temperatures due to such factors as the duration of the quality and temperature of the milk, so that regional dairy companies, in the absence of a single piece of it, must invest as soon as possible in the development of products that have a distinctive advantage, such as pharmacous milk, sour milk and infant formula powder”
Responsible editor: zhang dei
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