奶业转型升级闯新路

Core Viewpoint - The Chinese dairy industry is undergoing a transformation aimed at high-quality development, with a focus on stabilizing raw milk acquisition, enhancing industrial collaboration, increasing financial support, and improving technology and quality safety [2][3][4]. Group 1: Industry Development Achievements - During the "14th Five-Year Plan" period, the dairy industry has achieved significant breakthroughs, with improvements in production capacity and quality, safety standards, and technological advancements [2][3]. - By 2024, the proportion of large-scale farms with over 100 heads of cattle is expected to reach 78%, a 2 percentage point increase year-on-year, and the average milk yield per cow is projected to be 9.9 tons, up by 0.5 tons from the previous year [2]. Group 2: Structural Challenges and Opportunities - The industry faces structural challenges such as insufficient consumer demand, urban-rural disparities, and ongoing cost pressures, but also presents opportunities driven by health trends and rural revitalization policies [3][4]. - The dairy industry is expected to see a shift towards personalized nutrition solutions, particularly for vulnerable groups such as the elderly and children, which aligns with the trend of consumption upgrading [6]. Group 3: Integration of Production, Processing, and Sales - The integration of production, processing, and sales in the dairy industry has reached 65%, with a goal to exceed 75% by 2030, emphasizing vertical integration by processing companies and direct sales by family farms [5]. - The deep processing of dairy products is seen as a key strategy to enhance value and address cyclical fluctuations in raw milk supply [5]. Group 4: Consumer Demand and Product Innovation - The Chinese dairy consumption market is challenged by a lack of awareness regarding nutritional needs and a mismatch between production capabilities and social demand [7][9]. - Cheese is identified as a promising product category for growth, with potential to address seasonal supply imbalances and enhance the overall quality of the dairy supply chain [7][8]. Group 5: Future Directions - The industry is encouraged to enhance public awareness of dairy nutrition, optimize distribution channels, and improve quality control measures to support sustainable development [9].