中国の乳製品と代替品市場

中国における乳製品とその代替品全体では、2025年の小売販売額と販売量の両方が減少を記録しています。ベビーフード、乳製品、植物性乳製品はすべて減少しており、ベビーフードは主に人口動態の圧力とカテゴリーの成熟により、販売額がわずかに減少しています。2024年の辰年のベビーバンプは、辰年を含む縁起の良い年に関する伝統的な信仰のおかげで出生数を一時的に増加させましたが、これはどちらかというとミニベビーブームでした。

Euromonitor Internationalの中国の乳製品とその代替品に関する調査レポートは、国レベルの市場に関する詳細な知識を提供し、他では得られない地域の洞察と理解を提供します。2020年～2024年の最新の小売販売データに加え、主要企業、ブランド、小売店舗を特定し、消費者需要と販売成長の背景にある主要動向と人口動態の変化を評価しています。健康とウェルネス、持続可能性、パンデミックからの回復といった主要動向が現在どのように市場を形成しているのか、また今後5年間の見通しとともに、市場がどのように変化していくのかを明確に示しています。

対象製品：ベビーフード、乳製品、植物性乳製品

データ範囲：市場規模（実績と予測）、企業シェア、ブランドシェア、流通データ

本レポートを購入する理由

• 乳製品および代替品市場の詳細な把握
• 成長分野を特定し、変化を促す要因を特定
• 競合環境、市場の主要参入企業、主要ブランドを理解
• 5年間の予測を用いて、市場がどのように発展すると予測されるかを評価

Euromonitor Internationalは、市場調査レポート、ビジネス参考書、オンライン情報システムの出版において50年以上の経験を有しています。ロンドン、シカゴ、シンガポール、上海、ヴィリニュス、ドバイ、ケープタウン、サンティアゴ、シドニー、東京、ベンガルール、サンパウロ、ソウル、香港、デュッセルドルフ、メキシコシティにオフィスを構え、100カ国にアナリストネットワークを持つ同社は、独自の能力と多様な市場を理解し、情報に基づいた戦略立案を支援する信頼性の高い情報資源を開発しています。

目次

目次と表の一覧

エグゼクティブサマリー

• 2025年の乳製品と代替品：全体像
• 2025年の主な動向

競合情勢

• チャネル開発
• 乳製品とその代替品の今後はどうなるのか

市場データ

免責事項

情報源

中国のベビーフード

主なデータ結果

2025年の発展

• ベビーフードは全般的な衰退の中で、一部で回復力を維持している
• ニッチプレーヤーが台頭する中、リーダーは地位を維持する
• 伝統的な非食料品小売業は依然として信頼を支えている

展望と機会

• 構造変化が二極化した市場を形成する
• 機能性食品やオーガニック食品の需要の高まり
• デジタルと技術革新：チャネル管理から消費者ロイヤルティまで

カテゴリーデータ

中国のバターとスプレッド

主なデータ結果

2025年の発展

• バターは2025年全体の成長を牽引する
• Fonterraは人気のアンカーブランドでリードしている
• バター購入の優先チャネルとしてのeコマース

展望と機会

• 中国におけるバターとスプレッドのさらなる成長予測
• 健康とウェルネスに関するイノベーションの限界
• ソーシャルコマースの重要性の高まり

カテゴリーデータ

中国のチーズ

主なデータ結果

2025年の発展

• チーズの業績は引き続き低下しているもの、改善している
• Milkgroundはベルが前進する中、リーダーシップを維持
• スーパーマーケットがチーズの流通をリード

展望と機会

• チーズは予測期間中にさらに上昇する
• Free-fromの動向が加速
• Belは消費機会の拡大に注力

カテゴリーデータ

中国における乳製品飲料

主なデータ結果

2025年の発展

• 常温保存可能な牛乳の需要が牛乳の飲用率を低下
• 2025年にはYiliがリードし、小規模な企業も勢力を拡大
• スーパーマーケットが飲用乳製品の流通をリード

展望と機会

• 生乳と粉乳が成長の原動力
• 牛乳の健康強調表示が増加
• ESL技術の拡大、競合激化

カテゴリーデータ

中国のヨーグルトとサワーミルク製品

主なデータ結果

2025年の発展

• ヨーグルトとサワーミルク製品は2025年に大幅な減少に見舞われる
• Yiliが総合トップ、Le Pur Techが最も躍動感あふれる
• スーパーマーケットは依然として好まれるチャネルであり、ディスカウントストアは最も急速な成長を記録し

展望と機会

• 飲むヨーグルトがさらなる減少を招く見込み
• 健康とウェルネスの動向は開発に影響を与える
• 低カロリー甘味料が普及する可能性

カテゴリーデータ

中国のその他の乳製品

主なデータ結果

2025年の発展

• 2025年には外食産業の成長に伴い、その他の乳製品の小売売上高はさらに減少する見込み
• 激化する競合の中でシェアを失ったにもかかわらずNestleがトップ
• スーパーマーケットが主な流通チャネルとなり、eコマースが最も急速に成長

展望と機会

• その他の乳製品は予測期間中減少傾向が続く見込み
• 健康意識の高まりにより、参入企業は健康特性に焦点を絞るようになる
• 地元の消費者は小型パックを好む

カテゴリーデータ

中国の植物性乳製品

主なデータ結果

2025年の発展

• 関心の低下によりバリュー販売が減少
• Hebei Yangyuan Zhihuiが中国で植物由来乳製品市場をリード
• 主にスーパーマーケットで購入される植物性乳製品

展望と機会

• 植物性ミルクのおかげで売上が伸びると予測
• 健康とウェルネスの動向を中心としたイノベーション
• 規制強化により安全上の懸念に対処する

カテゴリーデータ

Overall dairy products and alternatives in China is recording falls in both retail value and volume sales in 2025. Baby food, dairy, and plant-based dairy are all in decline, with baby food seeing value sales slightly decrease primarily due to demographic pressure and category maturity. The dragon year baby bump in 2024 did bring temporary lift in birth numbers thanks to traditional beliefs about auspicious years, which include the Year of the Dragon; however, this was more of a mini baby boom t...

Euromonitor International's Dairy Products and Alternatives in China report offers in-depth knowledge of the market at a national level, providing local insight and understanding unavailable elsewhere. In addition to the latest retail sales data 2020-2024, it identifies the leading companies, brands and retail outlets, and assesses the key trends and demographic shifts behind consumer demand and sales growth. How key trends such as health and wellness, sustainability and recovery from the pandemic are currently shaping the market along with prospects for the next five years, clearly indicating how the market is expected to change.

Product coverage: Baby Food, Dairy, Plant-based Dairy.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

• Get a detailed picture of the Dairy Products and Alternatives market;
• Pinpoint growth sectors and identify factors driving change;
• Understand the competitive environment, the market's major players and leading brands;
• Use five-year forecasts to assess how the market is predicted to develop.

Euromonitor International has over 50 years' experience of publishing market research reports, business reference books and online information systems. With offices in London, Chicago, Singapore, Shanghai, Vilnius, Dubai, Cape Town, Santiago, Sydney, Tokyo, Bengaluru, Sao Paulo, Seoul, Hong Kong, Dusseldorf and Mexico City and a network of analysts in 100 countries, Euromonitor International has a unique capability and an understanding of diverse markets to develop reliable information resources to help drive informed strategic planning. To learn more about how our research solutions can support you, contact your local Euromonitor International office.

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

• Dairy products and alternatives in 2025: The big picture
• Key trends in 2025

Competitive Landscape

• Channel developments
• What next for dairy products and alternatives?

MARKET DATA

• Table 1 Sales of Dairy Products and Alternatives by Category: Value 2020-2025
• Table 2 Sales of Dairy Products and Alternatives by Category: % Value Growth 2020-2025
• Table 3 NBO Company Shares of Dairy Products and Alternatives: % Value 2021-2025
• Table 4 LBN Brand Shares of Dairy Products and Alternatives: % Value 2022-2025
• Table 5 Penetration of Private Label by Category: % Value 2020-2025
• Table 6 Distribution of Dairy Products and Alternatives by Format: % Value 2020-2025
• Table 7 Forecast Sales of Dairy Products and Alternatives by Category: Value 2025-2030
• Table 8 Forecast Sales of Dairy Products and Alternatives by Category: % Value Growth 2025-2030

DISCLAIMER

SOURCES

• Summary 1 Research Sources

BABY FOOD IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Baby food enjoys pockets of resilience amid broader decline
• Leaders hold ground as niche players rise
• Traditional non-grocery retail still anchors trust

PROSPECTS AND OPPORTUNITIES

• Structural shifts shape a polarised market
• Rising demand for functional and organic offerings
• Digital and technological innovation: from channel control to consumer loyalty

CATEGORY DATA

• Table 9 Sales of Baby Food by Category: Volume 2020-2025
• Table 10 Sales of Baby Food by Category: Value 2020-2025
• Table 11 Sales of Baby Food by Category: % Volume Growth 2020-2025
• Table 12 Sales of Baby Food by Category: % Value Growth 2020-2025
• Table 13 Sales of Growing-Up Milk Formula by Age: % Value 2020-2025
• Table 14 NBO Company Shares of Baby Food: % Value 2021-2025
• Table 15 LBN Brand Shares of Baby Food: % Value 2022-2025
• Table 16 Distribution of Baby Food by Format: % Value 2020-2025
• Table 17 Forecast Sales of Baby Food by Category: Volume 2025-2030
• Table 18 Forecast Sales of Baby Food by Category: Value 2025-2030
• Table 19 Forecast Sales of Baby Food by Category: % Volume Growth 2025-2030
• Table 20 Forecast Sales of Baby Food by Category: % Value Growth 2025-2030

BUTTER AND SPREADS IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Butter drives overall growth in 2025
• Fonterra leads with its popular Anchor brand
• E-commerce as preferred channel for butter purchases

PROSPECTS AND OPPORTUNITIES

• Further growth forecast for butter and spreads in China
• Limited innovation in terms of health and wellness
• Rising importance of social commerce

CATEGORY DATA

• Table 21 Sales of Butter and Spreads by Category: Volume 2020-2025
• Table 22 Sales of Butter and Spreads by Category: Value 2020-2025
• Table 23 Sales of Butter and Spreads by Category: % Volume Growth 2020-2025
• Table 24 Sales of Butter and Spreads by Category: % Value Growth 2020-2025
• Table 25 NBO Company Shares of Butter and Spreads: % Value 2021-2025
• Table 26 LBN Brand Shares of Butter and Spreads: % Value 2022-2025
• Table 27 Distribution of Butter and Spreads by Format: % Value 2020-2025
• Table 28 Forecast Sales of Butter and Spreads by Category: Volume 2025-2030
• Table 29 Forecast Sales of Butter and Spreads by Category: Value 2025-2030
• Table 30 Forecast Sales of Butter and Spreads by Category: % Volume Growth 2025-2030
• Table 31 Forecast Sales of Butter and Spreads by Category: % Value Growth 2025-2030

CHEESE IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Improved performance for cheese despite continued decline
• Milkground maintains leadership as Bel forges on
• Supermarkets leads distribution of cheese

PROSPECTS AND OPPORTUNITIES

• Cheese will see further rises during forecast period
• Free-from trends set to accelerate
• Bel focuses on expanding consumption occasions

CATEGORY DATA

• Table 32 Sales of Cheese by Category: Volume 2020-2025
• Table 33 Sales of Cheese by Category: Value 2020-2025
• Table 34 Sales of Cheese by Category: % Volume Growth 2020-2025
• Table 35 Sales of Cheese by Category: % Value Growth 2020-2025
• Table 36 Sales of Spreadable Cheese by Type: % Value 2020-2025
• Table 37 Sales of Soft Cheese by Type: % Value 2020-2025
• Table 38 Sales of Hard Cheese by Type: % Value 2020-2025
• Table 39 NBO Company Shares of Cheese: % Value 2021-2025
• Table 40 LBN Brand Shares of Cheese: % Value 2022-2025
• Table 41 Distribution of Cheese by Format: % Value 2020-2025
• Table 42 Forecast Sales of Cheese by Category: Volume 2025-2030
• Table 43 Forecast Sales of Cheese by Category: Value 2025-2030
• Table 44 Forecast Sales of Cheese by Category: % Volume Growth 2025-2030
• Table 45 Forecast Sales of Cheese by Category: % Value Growth 2025-2030

DRINKING MILK PRODUCTS IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Shelf stable milk drives drop in drinking milk
• Yili leads while smaller players gain greater ground in 2025
• Supermarkets leads distribution of drinking milk products

PROSPECTS AND OPPORTUNITIES

• Fresh milk and powder milk as key growth drivers
• Health claims become more prevalent in fresh milk
• ESL technology expands, intensifying competition

CATEGORY DATA

• Table 46 Sales of Drinking Milk Products by Category: Volume 2020-2025
• Table 47 Sales of Drinking Milk Products by Category: Value 2020-2025
• Table 48 Sales of Drinking Milk Products by Category: % Volume Growth 2020-2025
• Table 49 Sales of Drinking Milk Products by Category: % Value Growth 2020-2025
• Table 50 NBO Company Shares of Drinking Milk Products: % Value 2021-2025
• Table 51 LBN Brand Shares of Drinking Milk Products: % Value 2022-2025
• Table 52 Distribution of Drinking Milk Products by Format: % Value 2020-2025
• Table 53 Forecast Sales of Drinking Milk Products by Category: Volume 2025-2030
• Table 54 Forecast Sales of Drinking Milk Products by Category: Value 2025-2030
• Table 55 Forecast Sales of Drinking Milk Products by Category: % Volume Growth 2025-2030
• Table 56 Forecast Sales of Drinking Milk Products by Category: % Value Growth 2025-2030

YOGHURT AND SOUR MILK PRODUCTS IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Yoghurt and sour milk products suffers deep declines in 2025
• Yili leads overall, and Le Pur Tech enjoys greatest dynamism
• Supermarkets remains favoured channel, with discounters recording fastest growth

PROSPECTS AND OPPORTUNITIES

• Drinking yoghurt set to drive further decline
• Health and wellness trends impact development
• Low-calorie sweetener likely to become more prevalent

CATEGORY DATA

• Table 57 Sales of Yoghurt and Sour Milk Products by Category: Volume 2020-2025
• Table 58 Sales of Yoghurt and Sour Milk Products by Category: Value 2020-2025
• Table 59 Sales of Yoghurt and Sour Milk Products by Category: % Volume Growth 2020-2025
• Table 60 Sales of Yoghurt and Sour Milk Products by Category: % Value Growth 2020-2025
• Table 61 Sales of Flavoured Yoghurt by Flavour: Rankings 2020-2025
• Table 62 NBO Company Shares of Yoghurt and Sour Milk Products: % Value 2021-2025
• Table 63 LBN Brand Shares of Yoghurt and Sour Milk Products: % Value 2022-2025
• Table 64 Distribution of Yoghurt and Sour Milk Products by Format: % Value 2020-2025
• Table 65 Forecast Sales of Yoghurt and Sour Milk Products by Category: Volume 2025-2030
• Table 66 Forecast Sales of Yoghurt and Sour Milk Products by Category: Value 2025-2030
• Table 67 Forecast Sales of Yoghurt and Sour Milk Products by Category: % Volume Growth 2025-2030
• Table 68 Forecast Sales of Yoghurt and Sour Milk Products by Category: % Value Growth 2025-2030

OTHER DAIRY IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Further falls for retail sales of other dairy in 2025, as foodservice sees growth
• Nestle leads despite share loss amid intensifying competition
• Supermarkets as main distribution channel, with e-commerce rising fastest

PROSPECTS AND OPPORTUNITIES

• Other dairy set to remain in decline for forecast period
• Rising health consciousness will prompt players to sharpen focus on wellness attributes
• Local consumers favour smaller pack formats

CATEGORY DATA

• Table 69 Sales of Other Dairy by Category: Volume 2020-2025
• Table 70 Sales of Other Dairy by Category: Value 2020-2025
• Table 71 Sales of Other Dairy by Category: % Volume Growth 2020-2025
• Table 72 Sales of Other Dairy by Category: % Value Growth 2020-2025
• Table 73 Sales of Cream by Type: % Value 2020-2025
• Table 74 NBO Company Shares of Other Dairy: % Value 2021-2025
• Table 75 LBN Brand Shares of Other Dairy: % Value 2022-2025
• Table 76 Distribution of Other Dairy by Format: % Value 2020-2025
• Table 77 Forecast Sales of Other Dairy by Category: Volume 2025-2030
• Table 78 Forecast Sales of Other Dairy by Category: Value 2025-2030
• Table 79 Forecast Sales of Other Dairy by Category: % Volume Growth 2025-2030
• Table 80 Forecast Sales of Other Dairy by Category: % Value Growth 2025-2030

PLANT-BASED DAIRY IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Value sales decline amid waning interest
• Hebei Yangyuan Zhihui leads overall plant-based dairy in China
• Plant-based dairy products purchased mainly in supermarkets

PROSPECTS AND OPPORTUNITIES

• Rising sales forecast thanks to plant-based milk
• Innovation to centre around prevailing health and wellness trends
• Tightened regulations will address safety concerns

CATEGORY DATA

• Table 81 Sales of Plant-Based Dairy by Category: Value 2020-2025
• Table 82 Sales of Plant-Based Dairy by Category: % Value Growth 2020-2025
• Table 83 Sales of Other Plant-Based Milk by Type: % Value 2022-2025
• Table 84 NBO Company Shares of Plant-Based Dairy: % Value 2021-2025
• Table 85 LBN Brand Shares of Plant-Based Dairy: % Value 2022-2025
• Table 86 Distribution of Plant-Based Dairy by Format: % Value 2020-2025
• Table 87 Forecast Sales of Plant-Based Dairy by Category: Value 2025-2030
• Table 88 Forecast Sales of Plant-Based Dairy by Category: % Value Growth 2025-2030