聚焦进博|从“一老一小”到全球牧场!乳企进博“硬核炸场”
Guo Ji Jin Rong Bao·2025-11-10 08:37

Core Insights - Chinese dairy companies are reshaping their influence in the global competition landscape, transitioning from scale expansion to technology-driven growth [2][3] Group 1: Industry Trends - The 8th China International Import Expo (CIIE) serves as a platform for leading Chinese dairy companies like Yili, Mengniu, and Bright to integrate global resources and enhance international influence [1] - The domestic cheese market is witnessing a shift with the launch of the first domestically produced mozzarella cheese by Miaokelando, breaking the previous reliance on imports [2] - The dairy industry is currently facing a cyclical oversupply, with a focus on B-end business opportunities such as baking and catering [2] Group 2: Technological Advancements - Yili has made significant advancements in dairy processing technology, increasing the retention rate of lactoferrin in ambient milk from less than 10% to over 90% [3] - The emphasis on domestic cheese production is expected to stabilize supply and enhance cost-effectiveness for B-end markets [2] Group 3: Functional Products - The Chinese dairy industry is undergoing structural changes, with a growing demand for functional dairy products catering to the aging population [4] - New product launches targeting both elderly and children demographics were showcased at the CIIE, including high-calcium probiotic goat milk powder and specialized nutrition products for cancer patients [5] Group 4: Global Supply Chain Development - The CIIE acts as a vital bridge for global trade, allowing Chinese companies to expand their global resource integration and influence [6] - Yili has established a broad global collaborative network, with 15 innovation centers worldwide and a focus on enhancing the supply chain from New Zealand to China [8]