3 6 Ke·2025-11-04 10:44Core Insights - The dairy market in Q3 2025 shows a significant shift towards low-temperature products, with low-temperature pure milk and low-temperature yogurt gaining market share, while traditional room-temperature products are declining in both share and sales [4][6][9]. Category Overview - The dairy product categories include adult milk powder, pure cow's milk, pure goat's milk, butter, frozen desserts, cheese, milk slices, cream, yogurt, and student milk powder, totaling 10 tertiary categories and 15 quaternary categories [1]. - Room-temperature pure milk remains the dominant category, accounting for nearly 40% of the market, followed by ice cream with approximately 30% [4]. Market Share and Sales Performance - In Q3 2025, room-temperature pure milk's market share decreased by 2.68% year-on-year, with a sales decline of over 18% [8][6]. - Low-temperature pure milk saw a year-on-year increase in market share of 1.18% and a sales growth of 19.68%, indicating strong growth potential [9][6]. - Low-temperature yogurt's market share increased by 1.65%, while its sales remained relatively stable [8][6]. Price Index Trends - The overall price index for dairy products showed fluctuations, with a peak near the baseline of 100 in early 2025, followed by a decline to a low of 97 by September 2025 [12][13]. - Room-temperature pure milk's price trend mirrored the overall market, indicating ongoing price adjustments [13]. SKU Analysis - The ice cream category had the largest SKU count, with 9,262 active SKUs, indicating a vibrant market with rapid product turnover [16]. - Low-temperature yogurt also showed a healthy SKU count, reflecting active product innovation and market potential [16]. Competitive Landscape - The CR5 market share for low-temperature yogurt reached 70.84%, indicating a concentrated market with leading players like Junlebao and Yili [35]. - In the room-temperature yogurt category, the CR5 market share was 92.17%, with Yili holding over 60% of the market, showcasing its dominance [42]. Top Products - In the non-combination segment for low-temperature pure milk, the top SKU was from Guangming Dairy, highlighting competitive pricing and consumer preferences for quality [52]. - For low-temperature yogurt, Yili's products dominated the top SKU list, reflecting strong brand loyalty and market presence [39].