ベトナムの酪農業（2022年～2031年）

ベトナムの酪農業の収益は、2017年の44億米ドルから2021年には84億米ドルとほぼ倍増しましたが、国内生産で賄われているのは需要の半分以下です。2021年にベトナムに輸入された乳製品の金額は118億米ドルで、前年比で12.4％増加しました。

2022年～2031年にかけて乳製品の需要が高まり、投資家にとってより多くの市場機会が生まれると予想されています。ベトナムにおけるオーガニック乳製品、ナチュラルフレッシュミルク製品、乳製品を含む健康食品は、今後数年間、高い成長率を維持すると予想されます。

当レポートでは、ベトナムの酪農業について調査分析し、経済・政策環境、COVID-19の影響、市場規模・予測、輸出入状況、主要企業、促進要因・抑制要因、今後の展望などについての情報を提供しています。

目次

第1章 ベトナムの概要

• 地理的状況
• ベトナムの人口構造
• ベトナムの経済
• ベトナムの最低賃金（2011年～2022年）
• COVID-19がベトナムの乳製品産業に与える影響

第2章 ベトナムの酪農業の発展環境

• ベトナムにおける乳製品の歴史
• ベトナムの乳製品の種類
• ベトナムの酪農業の政策環境

第3章 ベトナムの酪農業の需給状況

• 供給状況
• 需要状況

第4章 ベトナムの酪農業の輸出入状況

• 輸入状況
  • 輸入量と輸入額
  • 主な輸入元
• 輸出状況
  • 輸出量と輸出額
  • 主な輸出先

第5章 ベトナムの酪農業における市場競争

• ベトナムの乳製品産業への参入障壁
  • ブランディングの障壁
  • 品質の障壁
  • 資本の障壁
• ベトナムの酪農業の競争構造
  • 乳製品サプライヤーの交渉力
  • 消費者の交渉力
  • ベトナムの酪農業における競合
  • 酪農業への潜在的参入者
  • 乳製品の代替品

第6章 ベトナムの大手酪農企業の分析

• Vinamilk
  • 沿革
  • 主要製品
  • 運営モデル
• FrieslandCampina Vietnam Co., Ltd.
  • 沿革
  • 主要製品
  • 運営モデル
• Nutifood Nutrition Food Joint Stock Company
  • 沿革
  • 主要製品
  • 運営モデル
• TH True Milk
  • 沿革
  • 主要製品
  • 運営モデル
• Abbott
  • 沿革
  • 主要製品
  • 運営モデル
• Nestle Vietnam
• Vinasoy

第7章 ベトナムの酪農業の展望（2022年～2030年）

• ベトナムの乳製品産業発展要因の分析
  • 促進要因と発展機会
  • 脅威と課題
• 供給予測
• 需要予測
• 輸出入予測

Vietnam's dairy industry revenues nearly doubled from USD4.4 billion in 2017 to USD8.4 billion in 2021, with less than half of the demand met by domestic production. The value of dairy products imported into Vietnam in 2021 was USD11.8 billion, increased 12.4% YOY.

According to CRI's analysis, there are more than 200 dairy producers in Vietnam by the end of 2021. The dairy market in Vietnam is mainly dominated by major players such as Vinamilk, Nestle Vietnam, Nutifood, Frieslandcampina and TH Group. The number of cows in Vietnam will increase from 330,000 in 2019 to 700,000 in 2030.

Vietnam's fresh milk production reached 1.2 billion liters in 2021 and will rise to 2 billion liters by 2030. Despite the rise in production, domestic fresh milk production can only meet 40-50% of domestic demand, with the rest relying mainly on imports.

In addition to relying on imported fresh milk, Vietnam also imports cows, animal nutrition products and production materials of animal feed. To remain competitive, local companies are looking for quality management and food safety solutions, while larger companies are investing in Industrial 4.0 technologies and R&D.

Milk consumption per capita in Vietnam was only 28 liters in 2021, lower than Thailand (35 liters) and Singapore (45 liters), with huge potential for growth. CRI expects milk consumption per capita in Vietnam to reach 40 liters by 2030. Consumption is gradually increasing, driven by a large, young and fast-growing population (around 100 million people) and the rising purchasing power of the country's middle class.

Dairy companies are also seeing increasing opportunities to serve Vietnam's elderly population (65+), which is expected to reach 14% in 2040, up from 7% in 2020.

In addition, Vietnam's dairy exports are growing rapidly. Vietnam's dairy exports value exceeds USD300 million. Vietnam's dairy products are exported to more than 40 countries. According to CRI's analysis, China has granted transaction codes to eight Vietnam's dairy companies (20 factories), allowing them to export their products to China.

In terms of product segmentation, milk powder and liquid milk total nearly three-quarters of Vietnam's dairy market size. Most of the milk powder imported into Vietnam is processed into remade milk. Among liquid milk, the preferred form is UHT milk because of its longer shelf life, especially in rural areas where cold chain facilities are not well developed.

According to CRI's analysis, the fastest growing segment of Vietnam's dairy market in terms of sales volume in 2021 is milk powder, with production volume reaching about 152,000 tons, up about 13% year-on-year, followed by yogurt, liquid milk, etc.

According to CRI's analysis, the demand for cheese and butter is rising rapidly due to the growing influence of Western food in Vietnam, especially among the younger generation in urban areas.

CRI expects the demand for dairy products to rise in Vietnam's market from 2022-2031, with more market opportunities for investors. Organic dairy products, natural fresh milk products, and dairy-containing health food products in Vietnam are expected to maintain a fast growth rate in the coming years.

Topics covered:

• Overview of Vietnam's Dairy Industry

• Economic and Policy Environment of Vietnam's Dairy Industry

• What is the impact of COVID-19 on Vietnam's dairy industry?

• Vietnam's Dairy Market Size, 2016-2021

• Forecast on Vietnam's Dairy Market, 2022-2031

• Import and Export Analysis of Dairy Products in Vietnam

• Analysis of Major Dairy Companies in Vietnam

• Key drivers and Market Opportunities in Vietnam's Dairy Industry

• What are the key drivers, challenges and opportunities for Vietnam's dairy industry during 2022-2031?

• What is the expected revenue of Vietnam's dairy industry during 2022-2031?

• Which segment of Vietnam's dairy industry market is expected to dominate the market in 2031?

• What are the major adverse factors facing Vietnam's dairy industry?

Table of Contents

1 Overview of Vietnam

• 1.1 Geographical Situation
• 1.2 Demographic Structure of Vietnam
• 1.3 Economy of Vietnam
• 1.4 Minimum Wage in Vietnam, 2011-2022
• 1.5 Impact of COVID-19 on Vietnam's Dairy Industry

2 Development Environment of Vietnam's Dairy Industry

• 2.1 Brief History of Dairy Products in Vietnam
• 2.2 Types of Dairy Products in Vietnam
• 2.3 Policy Environment of Vietnam's Dairy Industry

3 Supply and Demand Situation of Vietnam's Dairy Industry

• 3.1 Supply Situation
• 3.2 Demand Situation

4 Import and Export Situation of Vietnam's Dairy Industry

• 4.1 Import Status
  • 4.1.1 Import Volume and Import Value
  • 4.1.2 Main Import Sources of Vietnam's Dairy Products
• 4.2 Export Status
  • 4.2.1 Export Volume and Export Value
  • 4.2.2 Main Export Destinations of Vietnam's Dairy Products

5 Market Competition in Vietnam's Dairy Industry

• 5.1 Barriers to Entry in Vietnam's Dairy industry
  • 5.1.1 Branding Barriers
  • 5.1.2 Quality Barriers
  • 5.1.3 Capital barriers
• 5.2 Competitive Structure of Vietnam's Dairy Industry
  • 5.2.1 Bargaining Power of Dairy Suppliers
  • 5.2.2 Bargaining Power of Consumers
  • 5.2.3 Competition in Vietnam's Dairy industry
  • 5.2.4 Potential Entrants in the Dairy Industry
  • 5.2.5 Substitutes for Dairy Products

6 Analysis of Major Dairy Companies in Vietnam

• 6.1 Vinamilk
  • 6.1.1 History of Vinamilk
  • 6.1.2 Vinamilk's Main Products
  • 6.1.3 Vinamilk's Operation Model
• 6.2 FrieslandCampina Vietnam Co., Ltd.
  • 6.2.1 History of FrieslandCampina Vietnam Co., Ltd.
  • 6.2.2 FrieslandCampina Vietnam Co., Ltd. 's Main Products
  • 6.2.3 FrieslandCampina Vietnam Co., Ltd. 's Operation Model
• 6.3 Nutifood Nutrition Food Joint Stock Company
  • 6.3.1 History of Nutifood Nutrition Food Joint Stock Company
  • 6.3.2 Nutifood Nutrition Food Joint Stock Company's Main Products
  • 6.3.3 Nutifood Nutrition Food Joint Stock Company's Operating Model
• 6.4 TH True Milk
  • 6.4.1 History of TH True Milk
  • 6.4.2 TH True Milk's Main Products
  • 6.4.3 TH True Milk's Operation Model
• 6.5 Abbott
  • 6.5.1 History of Abbott
  • 6.5.2 Abbott's Main Products
  • 6.5.3 Abbott's Operation Model
• 6.6 Nestle Vietnam
• 6.7 Vinasoy

7 Outlook on Vietnam's Dairy Industry, 2022-2030

• 7.1 Analysis of Vietnam's Dairy Industry Development Factors
  • 7.1.1 Drivers and Development Opportunities for Vietnam's Dairy Industry
  • 7.1.2 Threats and Challenges to Vietnam's Dairy Industry
• 7.2 Forecast on Vietnam's Dairy Industry Supply
• 7.3 Forecast on Vietnam's Dairy Market Demand
• 7.4 Forecast on Vietnam's Dairy Import and Export

Selected Charts

• Chart Total Population of Vietnam, 2006-2021
• Chart Vietnam's GDP Per Capita, 2011-2021
• Chart Related Policies of Dairy Industry Issued by the Vietnamese Government, 2008-2021
• Chart Vietnam's Dairy Production, 2016-2021
• Chart Domestic Consumption of Dairy in Vietnam, 2005-2021
• Chart Vietnam's Dairy Import Volume, 2005-2021
• Chart Import Value of Dairy in Vietnam, 2010-2021
• Chart Vietnam's Dairy Import Sources and Import Value, 2018-20201
• Chart Vietnam's Dairy Exports, 2005-2021
• Chart Vietnam's Dairy Export Value, 2010-2021
• Chart Vietnam's Dairy Export Destinations and Export Value, 2018-2021
• Chart Forecast on Vietnam's Dairy Production, 2021-2030
• Chart Forecast on Vietnam's Domestic Dairy Market Size, 2021-2030
• Chart Forecast on Vietnam's Dairy Imports, 2021-2030
• Chart Forecast on Vietnam's Dairy Exports, 2021-2030