10部门发布农产品消费方案！乳制品深加工赛道年增长率达10%，B端市场规模近千亿

Core Insights - The dairy industry is undergoing significant transformation driven by supply-side structural adjustments that are reshaping consumption patterns [1] - The Ministry of Agriculture and Rural Affairs and other departments have issued a plan to promote agricultural product consumption, emphasizing the need for optimizing supply, innovating distribution, and activating market collaboration [1] Group 1: Industry Trends - China's dairy industry competitiveness is continuously improving, with a national raw milk inspection pass rate reaching 99.96% in 2024 [3] - Key indicators such as lactoferrin and β-lactoglobulin in domestic milk outperform similar imported products, indicating a shift towards high-quality development [3] Group 2: Consumption Patterns - The consumption of dairy products is transitioning from traditional drinking to diversified eating, with the rise of new tea beverage markets driving demand for raw milk and cream [4] - The past five years have seen a 120% growth in cheese consumption, with innovative applications in creative dining and traditional dishes attracting consumers [4] Group 3: Market Opportunities - The B2B dairy product market in China is nearing 100 billion yuan, with 70% to 80% of the market share currently held by imports, presenting significant opportunities for domestic alternatives [4] - Companies like Junlebao Group are forming strategic partnerships with domestic tea and coffee brands to cater to the baking and pastry market, promoting localized high-end cream production [4] Group 4: Product Differentiation - China's per capita dairy consumption is less than one-third of the global average, with cheese and butter penetration below 5% [5] - The cheese industry can help address seasonal and regional supply-demand imbalances, while functional dairy products are experiencing annual growth rates of 8% to 10%, significantly outpacing traditional dairy products [5] - Regional specialty dairy products, such as goat and camel milk, have increased their market share from 5% to 12%, with companies developing low-sugar and probiotic products to align with consumer trends [5]