2026年中国液态乳制品行业政策、产业链、市场规模、竞争梯队、代表企业经营现状及发展趋势分析：竞争越发激烈，消费总量不断上升，行业前景广阔[图]

Core Insights - The dairy industry in China is experiencing rapid growth and maturation, driven by increasing consumer preference for nutritious and healthy diets, with the liquid dairy segment being the largest and most mature category [1][2][4] Group 1: Market Overview - The Chinese dairy market is projected to grow from CNY 597 billion in 2019 to CNY 677.8 billion by 2025, with liquid dairy products expected to reach CNY 361 billion, accounting for 53.26% of the market [1][2][4] - By 2026, the dairy market is anticipated to reach CNY 685.1 billion, with liquid dairy products growing to CNY 367.5 billion, maintaining a market share of approximately 53.64% [1][4] Group 2: Industry Definition and Classification - Dairy products are categorized into seven main types, with liquid dairy products being the largest segment, further divided into low-temperature and room-temperature products [2][4] Group 3: Industry Development Status - The liquid dairy segment is characterized by convenience and ease of storage, making it the most consumed category in the dairy market [1][4] - The industry is benefiting from a series of government policies aimed at promoting healthy diets and supporting the dairy sector's growth [6] Group 4: Competitive Landscape - Major players in the liquid dairy market include Inner Mongolia Yili Industrial Group, Inner Mongolia Mengniu Dairy, and Guangming Dairy, with Yili and Mengniu leading the market in terms of revenue and market share [7][8] - The competition is intensifying as companies explore new business opportunities in the B-end market, targeting diverse consumption scenarios such as baking and new tea drinks [6][7] Group 5: Company Performance - Guangming Dairy reported a liquid dairy product output of 1.3259 million tons and revenue of CNY 14.166 billion in 2024, with a revenue of CNY 6.833 billion in the first half of 2025 [8] - Yili's liquid dairy product output reached 9.0348 million tons with revenue of CNY 75 billion in 2024, and CNY 54.939 billion in the first three quarters of 2025 [8] Group 6: Future Trends - The liquid dairy segment is expected to continue its rapid growth, driven by increasing consumer preference and the industry's ability to meet health and nutrition needs [6][9]