Core Viewpoint - The new national standard for sterilized milk, effective from September 16, mandates that only raw milk can be used as the sole ingredient, prohibiting the use of reconstituted milk [1][10]. Group 1: Changes in Standards - The revised national standard for sterilized milk (GB 25190-2010) includes three core changes aimed at enhancing the overall quality and standards of sterilized milk products [3]. - The prohibition of reconstituted milk is the most significant highlight of the revision, ensuring that products labeled as "sterilized milk" must be made from fresh raw milk, thus guaranteeing the purity of the product [10]. Group 2: Impact on the Dairy Industry - Industry experts believe that the implementation of the new standard will positively guide the market, encouraging dairy companies to increase the use of fresh milk, which will stabilize the dairy farming sector and enhance farmers' incomes [5]. - The new standard is expected to improve the quality of dairy products and promote consumption, aligning with consumer demand for high-quality milk [5]. Group 3: Price Implications - Concerns have been raised about potential price increases for sterilized milk following the new standard; however, industry consensus suggests that the impact on dairy product prices will be limited [6]. - Major dairy companies have indicated that they are not currently using reconstituted milk in their production of pure milk, suggesting stability in pricing [6]. Group 4: Future Outlook - According to the Ministry of Agriculture and Rural Affairs, the price of fresh milk is expected to remain stable due to factors such as the reduction in fresh milk production capacity and the implementation of the new sterilized milk standard [7].
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证券时报·2025-09-16 04:15