2024年全国牛奶产能缩减，乳品质量保持较高水平

Core Insights - The Chinese dairy industry is undergoing a critical transformation and upgrade period in 2024, with a slight reduction in production capacity aligned with market demand, an increase in the proportion of large-scale farming, and a sustained enhancement in overall industry quality [1] Group 1: Production and Quality - The total milk production in China reached 40.794 million tons, a year-on-year decrease of 2.8%, while dairy product output was 29.62 million tons, down 1.9% [1] - The inspection pass rate for fresh milk reached 99.96%, with quality safety indicators such as milk protein and milk fat remaining at high levels, and key monitored banned additives like melamine have not been detected for 16 consecutive years [1] Group 2: Industry Structure and Efficiency - The proportion of large-scale farms with over 100 cows has increased to 78%, up 2 percentage points year-on-year, with an average milk yield per cow of 9.9 tons, an increase of 0.5 tons from the previous year [1] - Over 99% of large-scale farms are equipped with total mixed ration (TMR) mixers, and 100% of raw milk production has achieved mechanized milking [1] Group 3: Consumption and Market Dynamics - The main business revenue of large-scale dairy processing enterprises reached 510.48 billion yuan, a year-on-year increase of 9.6%, while per capita dairy product consumption fell to 40.5 kg, a decrease of 1.9 kg from the previous year [2] - The average purchase price of raw milk in major dairy-producing provinces was 3.32 yuan per kilogram, down 13.5% year-on-year [2] Group 4: Competitive Positioning - The competitiveness of the domestic dairy industry continues to strengthen, with domestic milk testing showing compliance with Chinese, American, and EU standards for aflatoxin M1, and a 100% pass rate for heavy metal contaminants like lead, chromium, mercury, and arsenic [2] - Indicators such as lactoferrin, lactoglobulin, and glycomacropeptide in domestic milk outperform similar imported products [2]