What is the current situation and development trend of china dairy?

—— The following data and analysis are from the Analysis Report on Market Demand Forecast and Investment Strategic Planning of china dairy by Forward-looking Industry Research Institute.

China dairy started late and had a low starting point, but it developed rapidly. The output of dairy products in China has remained above 26 million tons, but the export competitiveness of dairy products in China is weak, mainly exported to China and Hongkong. According to the market demand, the per capita consumption of dairy products in China is about one-third of that in the world and one-half of that in developing countries. With the sustained economic development, per capita consumption will continue to increase, and the market demand is strong. In the post-epidemic era, consumers' demand for dairy products is more vigorous.

Supply: the export of dairy products has fallen sharply.

China dairy started late and had a low starting point, but it developed rapidly. The output of dairy products in China has remained above 26 million tons. In 20 19, the national dairy product output was 27194,000 tons, up 5.6% year-on-year. In the first three quarters of 2020, the output of dairy products in China reached 20.376 million tons, a year-on-year increase of 1. 1%.

In terms of export supply, the export volume of dairy products in China is relatively small. In the first three quarters of 2020, China exported 3.24 tons of various dairy products, down 19. 1% year-on-year, and the export value was $654.38+66 million, down 48.6% year-on-year.

Over the years, the main export products of dairy products in China mainly supply fresh milk from Hong Kong to Guangdong, and infant formula powder has become the most important export product, and the main destination is Hong Kong. In the first three quarters of 2020, the number of dry dairy products exported from China to China and Hongkong reached 7 126.02 tons, accounting for 73%, down 52.7% year-on-year; Exports to North Korea were 597.07 tons, accounting for 6%, a year-on-year decrease of 6 1.8%.

Demand: The market demand is strong.

China's per capita consumption of dairy products is about one third of the world's and half that of developing countries. With the sustained economic development, per capita consumption will continue to increase and the market will continue to expand. In 20 19, the national sales of dairy products reached 27 106300 tons, a year-on-year increase of 1. 1%.

According to the quality report of dairy industry in 20 19, there were 565 dairy enterprises above designated size in China in 20 19, a year-on-year decrease of 4.07%. The total sales revenue was 357.70 billion yuan, a year-on-year increase of12.44%; The total profit was 33.665438 billion yuan, a year-on-year increase of 5 1.86%. In the future, with the recovery of consumer confidence, the dairy market will have a good trend of stable development.

According to the statistics of the General Administration of Customs, the total import volume of dairy products in 20 19 was 2.973 million tons, up by 12.8% year-on-year, and the import amount was11300,000 USD, up by10.6 year-on-year.

In the first three quarters of 2020, China * * * imported 2,407,300 tons of various dairy products, up 7.9% year-on-year, and the import value was 8.806 billion US dollars, up 5. 1% year-on-year. The price remains above $3,000/ton, which is higher than the export price of dairy products.

According to the structure of import and export products, China mainly imports dry dairy products and exports format milk. In the first three quarters of 2020, 9830.42 tons of dry dairy products were exported, accounting for 30%, down 49.3% year-on-year, and the export value was $65,438+04,202,600 yuan, down 52.9% year-on-year. In terms of liquid milk, in the first three quarters of 2020, 22,588.35 tons of liquid milk were exported, accounting for 70%, up 9.2% year-on-year, and the export value was 24,028,800 US dollars, up 10% year-on-year, mainly fresh milk188,900 tons, accounting for 83.8%.

In terms of specific imported products by country or region, in the first three quarters of 2020, China imported 763,600 tons of rice flour, down 2.4% year-on-year, and the import value was 2.555 billion US dollars, up 8.9% year-on-year, with an average price of 3,346 US dollars/ton, up1.7% year-on-year. Mainly from New Zealand, accounting for 74%. Whey and fresh milk are mainly imported from EU, accounting for 44.4% and 59.2% respectively.

There is a strong demand for dairy products in the post-epidemic era.

From the production and marketing situation, the supply and demand of dairy products in China are basically balanced, and the production and marketing rate remains above 98%. The overall production and sales of the industry are well connected, and the overall supply and demand relationship is relatively balanced. 20 18-20 19, the market demand for dairy products has greatly increased, and it is expected that the demand for dairy products will be even stronger in the post-epidemic era.

From the price point of view, the producer ex-factory price index of dairy manufacturing industry tends to decline as a whole, and it has obviously rebounded in the past two months, reaching 10 1 point. Affected by the strong demand for dairy products, it is predicted that the dairy products market will improve in the post-epidemic era, and the production price index of dairy products manufacturing industry will tend to rise.