“灭菌乳新国标”施行在即 将给乳业带来哪些影响？

Core Viewpoint - The new national standard for sterilized milk (GB 25190-2010) will be implemented on September 16, 2025, prohibiting the use of reconstituted milk and mandating the use of raw milk as the sole ingredient for sterilized milk production [1][3]. Group 1: New National Standard Implementation - The new standard aims to enhance the quality of sterilized milk by ensuring it is produced solely from raw milk, which is expected to increase demand for raw milk and benefit the dairy farming industry [1][5]. - The implementation of the new standard is seen as a significant step towards improving the quality competitiveness of domestic milk and meeting consumer demand for high-quality dairy products [1][4]. Group 2: Industry Impact - The prohibition of reconstituted milk is anticipated to positively influence the dairy industry by fostering a closer relationship between dairy farming and processing sectors, ultimately increasing farmers' incomes [5][6]. - The new standard is expected to stabilize the dairy farming sector by increasing the demand for raw milk, which will enhance consumer confidence and promote dairy consumption [6][10]. Group 3: Quality and Compliance - The new standard will require higher quality raw materials, as only raw milk can be used for sterilized milk production, reflecting a commitment to high-quality development in the dairy sector [4][5]. - The quality of raw milk in China is reportedly sufficient to support the new standard, with a 99.96% pass rate in raw milk inspections in 2024 [4]. Group 4: Market Dynamics - The new standard is not expected to significantly raise the prices of sterilized milk, as the current low prices of raw milk can support the production costs without additional financial burden on processing companies [6][10]. - The standard will also help reduce reliance on imported milk powder and improve the international reputation of Chinese dairy products, enhancing their competitiveness in global markets [10][11].