中国における乳製品市場

当ニューズレターでは、中国の乳製品市場について調査し、中国・海外からのニュース速報、最新の市場データ (原料価格情報、中間製品・最終製品、輸出入データ、生産量、消費量、稼働率など) 、市場動向、中国政府の政策、中国の主要生産者の業績、M&Aおよび新技術などに関する詳細分析、ならびに専門家のコメントなどを提供しています。

調査内容の例 (過去のレポートから)

• Huishan Dairy:Babylamuは全国的企業となるのを促進するための足掛かりを提供
• Mengniu は恐らくO2O (オンライン・ツー・オフライン) コミュニティプラットフォームのShequ001を獲得
• Beingmate: 低い営業利益および弱い収益性
• 中国の乳児用特殊調製粉乳向け登録規制が実施される見込み
• 生乳の高級価格は安定を保ち、2016年前期に僅かに下落
• Rong Yongqi:乳児用調製粉乳における信頼の再構築に重要
• コンデンスミルクメーカーのPanda Dairy：営業利益は前年比400%アップ
• 乳製品大手はLAB飲料市場をターゲットに
• 小規模の乳児用調製粉乳企業の大打撃は厳しい監視下で加速する見込み
• ShengmuはAorisu Milkを発売
• WANT WANT GROUP：財務統計が再び下落、ほか

Welcome to the March Issue of Dairy Products China News.

This newsletter will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire dairy industry chain, from raw milk and milk powder to infant formula, cheese and other end products. It includes breaking news from China and abroad, the latest market data (price, import & export, production, consumption, operating rates, etc.), in-depth analysis of market trends, Chinese government policy, performance of Chinese producers, M&A, new technology, and expert commentary from industry insiders.

Here is the Editor's Note for you to know about the March issue specifically:

Recent events in Chinese governing circles suggest a long period of stability at the top - a clear contrast to the trade turbulence threatened by the recent Trump behaviour. Within the market, though, the move to streamline towards what is being called "government lite" implies major changes will continue to affect the dairy sector in the coming years. Moreover in the economy change has continued apace, as befits a country whose GDP has risen by 86.9% since 2010 to account for 18.3% of global GDP last year.

Nowhere has this been more so than in the E-commerce sector, which exerts an increasing influence on the consumer dairy market.

This ongoing evolution is perhaps not surprising when we consider that 97.5% of China's online population can now access the internet via a smartphone. Statistics from the China National Commercial Information Center indicated E-commerce sales up 21% in 2017. Nielsen data tracking 34 FMCG categories shows that online sales grew 27% YOY (12 months to November 2017) compared with just 6% for offline sales. Kantar data for the 12 weeks ending 26th January 2018 shows that E-commerce achieved a record high of 12.4% share of all channels, with 42.6% of urban Chinese families buying FMCG online. In fact the expansion of the channel has been so successful that JD.com is now planning to launch in Europe in 2019. Moreover, after the proposed additional taxes were avoided due to the main operators' outcry, cross-border E-commerce has continued to grow as well: eMarketer estimated that China's online consumers spent USD100.2 billion on buying products cross border last year - even if this estimate is too high, the true level is widely held to be much more than the likely partial China Customs figures suggest.

None of this is unique to dairy, but these data serve as timely reminders that dairy brandowners fail to address these structural changes at their peril.

Dairy Products China News is a monthly published newsletter, which can be downloaded in PDF format. The subscription mode for this newsletter is yearly and the subscriber will receive 12 issues per year.

Table of Contents

Headline

Editor's Note

Column 1 Market Dynamics

Mengniu and Yili Kick off 2018 with New Products

Regional Dairy Companies Vary in Profitability in 2017

Column 2 Governmental Direction

4 Food Safety Standards Revised Again

NPC Members Advise on Dairy Industry's Development

Abolition of CFDA May Slow Down Formulation Registration

CNCA's Latest Announcement for Overseas Infant Formula Producers

Column 3 Company Developments

Divergent Views on Beingmate's 2017 Earnings

ZDF to Exit New Third Board

Nestle Enters Organic Infant Formula Market

Column 4 Raw milk supply

China's Milk Price Drops in March

Column 5 News in Brief

February Imports

Several Batches of Imported Dairy Products Returned

Bright Dairy Confirms its 2017 Government Subsidy Figure

Yashili Expands Infant Formula in Capacity

Xie Hong Appointed as CEO of Beingmate Group

Changsha Airport's Fresh Milk Imports Triple

New Farm and Dairy Processing Plant in Luopu

Wyeth and Abbott Introduce New Products

Chengde LoLo Performance Declines in 2017

Powdered Infant Formula Producers Registered from 21 February to 20 March, 2018