Dairy recovery speed is also hidden – milk, milk powder – Food Industry – car wa
Catalytic milk market recovery speed enterprise expansion
Technology system from the State dairy cow industry information Economic Research shows that the current national Dairy products Consumer prices still dominated the market as a whole, not some pre-price increase of dairy enterprises could not stand the pressure of rising costs increase the price of liquid milk, Weigang, Nanjing, Shenzhen and other parts of pasteurized milk morning most enterprises, but affected by drought, dairy prices in all up in Yunnan. In some cities, has just raised the price Milk powder Enterprises are starting a promotion, or price reduction, or gifts and toys, including Dumex, Mead Johnson, Wyeth And other foreign brands, and Erie, Saint-yuan, and domestic brands.
According to National Bureau of Statistics data, the national dairy company in March scale dairy production (including liquid dairy and dry milk products) 1.6825 million tons, up 11.30%, of which 1,423,300 tons of liquid dairy , an increase of 11.18%, 259,200 tons of dry milk products, up 11.95 percent. Compared with February, liquid milk, dried milk products in March increased growth have emerged. Analysts believe that in March last year, China's dairy market, although not yet fully recovered, but the output was still growing, although the rate of small, sharp growth in that sector this year, accelerating recovery.
Recent annual domestic and foreign-listed dairy company, have been unveiled: Sell 25.7 billion the amount of the top eight for the Mengniu, Yili 24.3 billion, bright 7.943 billion yuan, Ternary 2.38 billion yuan, 1.9 billion yuan St., flying crane 1.85 billion, SBG 1.75 billion New Hope (000,876) 1.386 billion yuan. Among them, Mengniu net profit, followed by Erie; light based on the "trilogy" strategy to successfully promote, an increase of 408 million yuan net profit; triple sales of substantial growth, due to integration Sanlu Expanding the markets and lead to a loss; San Yuan sales continue to decline, yet to shake off losses; flying crane continues to grow, SBG has been successfully losses; last year when net profit rose 1.6 times superior Australia, in January of this year's Queen's milk market Business (002 329) stable growth performance.
Optimistic about the future based on the dairy industry, the major domestic dairy companies were expanding. Three shares (600 429) Notice that, Tangshan Sanlu Dairy, and Kang all the rights and interests related to have been commissioned the Hebei triple, triple share management. In addition, the ternary Shares have been through "participation in auctions of land use rights on the motion" will invest in the construction of dairy Daxing District of Beijing Industrial Park. Bright Dairy (600 597) Ma has started construction of industrial parks, through ex situ removal and technical innovation, the establishment of a production technology, management system, the detection means complete modernization of dairy processing zone base, and thus speed up the upgrading of intensive enterprises , scale, increase production and economic efficiency. Erie investment bulletin issued, will be built in Shandong Province Linqu Nissan 900 tons of UHT milk and cold items daily output of 140 tons, amounting to 390.08 million yuan investment.
Upstream exit too fast a hidden retail Enthusiasm
Dairy sales market to accelerate recovery in the downstream, while upstream there is no raw milk to ease tensions. According to the National System of dairy cows and Industrial Technology Research said the economy, some milk and dairy company is still around the rush, but throughout the local government's strong intervention in the absence of any large-scale events vicious grab milk.
Magazine from Holstein dairy farm price scale monitoring of view, in April of raw milk prices are still high level. Only Beijing, Hubei, two ranch milk prices decreased, most of the farm milk price and in March were flat, with six significant farm milk prices rose in March milk price reduction of milk prices in Northwest Ranch re-up, part of the pasture milk prices even more than in February.
Industry experts believe that the current milk prices in general continue to run high, mainly due to a national shortage of raw milk, combined with the climatic causes of food and feed prices, raw milk production cost will not decline; International market dairy prices rise, domestic enterprises will gradually shift the domestic procurement of raw materials for the above reasons, unless there is a similar event led to consumption of melamine decline of prices of raw milk is difficult to fall or the current run will continue for some time high.
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