Milk enterprises step into the era of dualization of milk sources, domestic dairy cows have an identity card

The summer of 2010 gradually drifted further away. "The return of tainted milk powder repeatedly to the rivers and lakes" has come to an end. The "San Yuan Milk Powder Hormones Gate" and other incidents seem to have settled, but the public's concern for the safety of milk sources has not cooled down at all. When there was a sign of trouble, the dairy consumer market that experienced the pain of the “melamine incident” set off waves.

After these incidents, domestic dairy companies have begun to realize that safe milk sources are the most potent “cardiotonics” for dairy consumers, and this year, they quickly replaced milk sources and even products with “original imports,” on the other hand. It also began to look around at high-quality domestic ranches and hoped to build its own "self-sufficient farm." In the second half of 2010, imported dairy farms and self-built ranches were also prevalent in the dairy industry. Chinese dairy companies have entered the era of “binary” milk sources.

Imported dairy products "price rises"

Local milk companies switch to imported milk sources

"Not just those of Bainmei and Yashili milk powder companies. Companies like Wahaha and Yantang, which mainly produce liquid milk or liquid milk drinks, have begun to use more and more raw materials for imported dairy products!" Ding Mian told reporters.

Domestic milk source gradually "foreign"

Wang Dingmian told reporters that a major performance of domestic dairy enterprises that increasingly use imported milk sources is that from January to July this year, Guangdong Province imported 60,000 tons of dairy products, an increase of 9% over the same period of last year; the value of 190 million yuan. The US dollar rose by 66%; the average import price was US$3112.2 per ton, an increase of 52.2%. From the perspective of the attributes of imported companies, private enterprises accounted for 59.3% of imports and dominated. "There are local dairy companies like Yantang and Yashili." Wang Ding cotton said.

Yantang, Yashili company's relevant person in charge also confirmed this statement to reporters. Relevant person in charge of Yantang told reporters that Yantang's yogurt products have been made from imported milk powder in recent years. “After the melamine incident in 2008, our yogurt products were already 100% imported using imported milk powder.” As for other liquid milk products in Yantang, why imported dairy products are not used as raw materials because “fresh It is not realistic to import liquid milk directly, unless it is imported with Tetra Pak, but such a cost is too high."

The person in charge of Yashili Company also told reporters that Yashili has switched all its infant milk powder to imported milk sources this year. The reporter was informed that in April of this year, Yashili infant milk powder reported for the first time after the melamine incident that prices rose by 10%. Some industry insiders speculate that Yashili's price increase this year is likely to be due to rising costs caused by switching to imported milk sources. For this speculation, Yashili is not right or wrong.

Some dairy companies acquire imported milk sources

Not only did the local dairy companies in South China switch to imported milk sources, some national dairy products companies also made it clear that most of the products are now using imported milk sources, and some use imported milk sources even more time than the milk of South China. Business is still early. Wahaha company officials told reporters that as early as in 2008 before the melamine incident, Wahaha part of the dairy products have begun to use imported milk powder as raw materials, and after the melamine incident, except AD calcium milk is the use of domestic milk raw materials, other dairy products use All are imported milk sources. As for domestic milk powder enterprises such as Beinmei and Shengyuan, they quickly deflected the “wind direction” after melamine, heavily launched milk powder produced using imported milk sources, and some milk enterprises also introduced imported baby milk powder.

Different from these domestic dairy producers, Guangming Dairy and the Weiwei Group are eager to develop the market for high-end infant milk powder for the first time this year. They are also invariably locking the supply of dairy raw materials abroad, but they are not signing supply cooperation agreements with foreign dairy companies. Instead, it directly acquired milk source "self-sufficiency." The reporter was informed that Guangming and Weiwei have invested so much money in imported milk sources because the market size of China's high-end infant formula milk powder is more than 5 billion yuan, of which foreign brands account for about 85% of the market, while foreign countries The brand is basically 100% imported milk.

Wang Dingmian told reporters that in view of the changes in the dairy industry this year, Chinese dairy companies are increasingly inclined to import milk sources. This is definitely a huge potential for domestic milk production and the development of dairy farmers. Injuries, but also easy to control prices by foreign milk supplier. “In 2008, the melamine incident had already caused many dairy farmers to kill cattle, and this change in the local dairy enterprises will certainly affect the origin of the dairy industry.” Wang Ding cotton said.

Domestic cows have "identity card"

50% dairy enterprises raise cattle to open ranch in 3 years

“In addition to the risk of individual breeding, there are still some local milk stations that have not changed the identity of the middle quotient. There are still hidden risks in the quality and safety of raw milk.” Song Kungang, chairman of the China Dairy Products Industry Association, said that only the elimination of milk is eliminated. In order to ensure greater quality of dairy products The reporter also learned last week that bright, ternary and other domestic dairy enterprises have started building their own milk sources since 2008, and have continuously upgraded the level of development since this year; while Yashili, Yantang and other domestic dairy companies also have their own Milk source development plan.

Domestic milk companies want to develop their own milk source

The “precocious puberty” incidents of Shengyuan milk powder and the milk powder “melting back” incident of Yashili milk powder this year all made these domestic dairy enterprises realize that a safe milk source is the most powerful “strength agent” for dairy consumers. After the incident, Shengyuan Milk Powder “sun dried out” its statement of supply of milk from New Zealand’s Fonterra Group, and Yashili publicly stated that its infant formula used imported milk powder as a raw material in order to prove white. Imported milk has become a unique “quality guarantee” for the dairy industry.

However, long-term reliance on imported milk sources not only controls the prices easily, but is also absolutely controlled by the supply. If milk sources are turned to the Mainland, the only way to ensure the safety of milk sources is for enterprises to build their own milk sources and strictly monitor them. The reporter was informed that after the Sanlu incident, Bright Dairy began to refuse to collect milk. By the end of September 2008, Bright had exclusively achieved 100% rejection of milk in the industry. Subsequently, Bright established its Holstein Ranch in China and increased its control of cows nationwide to 315,000 heads. “This is not just an expansion of scale. The 315,000 dairy cows all have 'ID cards' for detailed information, which is an important step in the bright development of a deep milk source.” Guo Mingheng, president of Bright Dairy, told reporters.

The company's own milk source exceeds 50% in 3 years

This reporter learned that, in addition to the bright dairy industry, the Guangdong dairy company Yashili Group and Yantang Dairy have also begun to actively search for reliable local milk sources. Yashili even stated that it will release some important news on the self-built milk source plan at the end of this month and early next month; Yantang and Beinmei also said that the company has a planned milk source construction plan, but it cannot be announced because of the listing process. . However, according to the reporter’s understanding, these homemade milk companies’ actions related to self-built milk sources are only the beginning. According to the "2010-2015 China Dairy Industry Investment Analysis and Prospects Forecast Report" recently released by China Investment Advisor, compared with two years ago, although China's existing milk source structure has improved slightly, the company has built a large-scale dairy farm on its own scale. The proportion is still small, only 10%-15%. The number of dairy farming communities and milk stations is about 25%, and individual breeding is still up to more than 60%.

According to the national industrial policy, it will strive to use three years to make the proportion of its own milk source (self-owned ranch, holding ranch, and cooperative ranch) in the company's raw milk reach over 50%; A workshop to manage, take the milk station to the company for two years, or directly operated by the company, completely eliminate the intermediate stages of milk collection; comprehensively change the milk collection method based on the amount of pricing, implementation of milk solids, quality comprehensive valuation New approach.

New fast dictionary

What is "Cow ID card"?

According to experts, the so-called "cow ID card" refers to the code for carrying comprehensive information for each cow. Through this "ID card," the husbandry managers can quickly and easily grasp the family lineage and health of a cow. Status, life and routines, milk production efficiency, and quality.

Dairy milk source "binary" related information

Foreign domestic

Bright acquires 51.0% stake in Synlait Milk, New Zealand, from Holstein Ranch

Wahaha All Milk Drinks (except AD Calcium Milk) Raw Material Imports No milk source plan Dutch OEM's Edison Baby Milk Powder

Yashili announced the end of this month to introduce its own milk source plan

Yantang yogurt products 100% import will have a large-scale milk source construction plan

Sanyuan's milk powder source comes from New Zealand's Fonterra’s No Milk Program

Bein America launched original imported Bein infant milk powder Heilongjiang production base

related news

Abbott problem milk powder can also be changed

New Express (Reporter Qiu Chunyan) Abbott announced last week that before October 31st, 2010, Chinese consumers who had Abbott infant formulas produced in the United States could replace Abbott’s products sold in China by 1:1. Even if Aopenn milk powder has been opened, it can be replaced free of charge.

Relevant person in charge of Abbott’s company stated that at present, the exact quantity of Abbott’s problem milk powder is not known to consumers in China and Guangzhou, but the company promises that consumers can simply replace the Abbott’s recalled product with the opened or unopened product to the designated location. The Smart 100 Series infant formulas sold in China do not need to provide other documents.

"Although Abbott has never sold domestically recalled products from the United States, and Abbott products in the domestic market are safe and reliable, we have learned that many consumers directly purchase Abbott products from the United States and those who purchase through relatives and friends in the United States. In the current replacement process, it encountered some difficulties. Therefore, Abbott has launched a more convenient product replacement service measures since October 14. Abbott company responsible person told reporters.

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