2025年9月中国乳品进口数量和进口金额分别为18万吨和9.57亿美元

Core Viewpoint - The report highlights the trends in China's dairy product imports, indicating a decrease in quantity but an increase in import value, suggesting a shift towards higher-value products in the market [1]. Group 1: Company Insights - Listed companies in the dairy sector include Yangguang Dairy (001318), Huangshi Group (002329), Beingmate (002570), and others, indicating a diverse market landscape [1]. - The report emphasizes the importance of these companies in the context of the evolving dairy industry in China [1]. Group 2: Market Data - As of September 2025, China's dairy product imports totaled 180,000 tons, representing a year-on-year decrease of 3.2% [1]. - The import value for the same period reached $95.7 million, reflecting a year-on-year increase of 10.8% [1]. - This data suggests a potential trend towards premium dairy products, as the value of imports rises despite a decline in volume [1].