Investment Rating - The A2β-casein pure milk industry is rated with a 4-star rating, indicating a strong growth potential and market opportunity [43]. Core Insights - The A2β-casein pure milk market is experiencing rapid growth, driven by increasing consumer health awareness and demand for easily digestible dairy products [29][40]. - The industry is characterized by high technical barriers, intense market competition, and a tight supply-demand relationship [15][17]. - The market size of A2β-casein pure milk has grown from 278.125 billion RMB in 2019 to 394.449 billion RMB in 2023, with a compound annual growth rate (CAGR) of 9.13% [40]. - The average growth rate of A2-type dairy products in China has reached 151% since 2018, reflecting strong consumer demand for high-quality dairy products [29][40]. Industry Definition - A2β-casein pure milk is produced from milk sourced from A2 gene-selected cows, which is believed to be more compatible with human digestion and may reduce gastrointestinal discomfort [5][6]. Industry Classification - The A2β-casein pure milk products can be categorized based on consumer needs, including products for specific gastrointestinal requirements, cardiovascular health, infant formula, adult health drinks, and special medical use formula [6][8][9]. Industry Characteristics - The industry features high technical barriers, with companies needing advanced biotechnology and digital technology to ensure product quality and innovation [15][16]. - The market is highly competitive, with brands actively seeking differentiation to capture market share [17]. - There is a tight supply-demand relationship, particularly in lower-tier cities where demand is still being developed [18]. Development History - The A2β-casein pure milk industry began to gain attention around 2017-2018, with scientific research highlighting the digestive advantages of A2β-casein over A1β-casein [19][20]. - The market saw significant activity from 2018 to 2020, with major dairy companies launching A2 products in response to growing consumer demand [21]. - The period from 2020 to 2024 is marked by intensified competition and the establishment of industry standards, which have helped to regulate and promote market growth [23][25]. Supply Chain Analysis - The supply chain for A2β-casein pure milk involves upstream management of dairy cow breeding, midstream technological innovation, and downstream market response [26][30]. - Companies like "Raising a Cow" have established modern dairy farms to ensure a stable supply of A2 milk, with over 60,000 cows in operation as of 2023 [34][36]. Market Size - The market size for A2β-casein pure milk is projected to grow from 428.77 billion RMB in 2024 to 576.164 billion RMB by 2028, with a CAGR of 7.67% [40]. Policy Overview - Various policies have been implemented to support the dairy industry, focusing on modernization, quality control, and consumer confidence [45][46]. Competitive Landscape - The competitive landscape includes leading companies such as "Raising a Cow," Yili, and Mengniu, with "Raising a Cow" leading the market due to its 100% self-owned milk source and continuous innovation [56][57]. - The market is becoming increasingly crowded as more companies enter the A2β-casein segment, intensifying competition [58].
A2β-酪蛋白纯牛奶：天然营养，关爱肠胃健康的优选 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-12-10 12:16