20年跑赢百年差距！中国奶业逆袭之路，单产跃居全球领先梯队

Core Insights - The report highlights China's remarkable progress in the dairy industry, showcasing that the milk yield per cow has significantly improved over the past two decades, reaching levels comparable to the United States by 2024 [1][6] - The quality of Chinese milk has also seen substantial enhancement, with key indicators surpassing EU standards, marking a shift in the global dairy competition landscape [1][7] Industry Development - The dairy industry in China has evolved from a historical context where per capita dairy consumption was low, to a critical sector for national health and economic stability, emphasizing the importance of high-quality milk supply for public health [3] - In the early 2000s, China's dairy production faced significant challenges, with average milk yield per cow at only 2,605 kg, less than one-third of the U.S. level of 8,254 kg [3][5] Technological Advancements - The transition to high-quality dairy production has been driven by technological advancements, including the introduction of mechanized milking and improved feeding practices, which have led to a notable increase in milk quality [5][8] - Leading companies like Yili have adopted advanced technologies, such as precision nutrition and automated systems, to enhance production efficiency and milk quality, positioning themselves at the forefront of the global dairy industry [8][9] Market Performance - By 2024, China's milk production is projected to reach 40.79 million tons, with a per capita consumption of 40.5 kg, a significant increase from just 0.4 kg in 1949 [9] - The self-sufficiency rate for milk has surpassed 70%, and the market share of domestic dairy products has increased to 68%, reflecting a strong domestic industry [9] Quality Assurance - Continuous monitoring of raw milk quality has been implemented for 17 years, ensuring comprehensive safety checks and compliance with international standards, with Yili's milk quality indicators consistently outperforming EU benchmarks [7][10] - The advancements in quality control have led to a significant reduction in bacterial counts in milk, demonstrating the effectiveness of modern management practices in Chinese dairy farms [7][10]