Core Viewpoint - The article emphasizes the urgent need for structural adjustment in China's dairy industry, highlighting the imbalance between surplus raw milk and insufficient protein nutrition awareness among the population. The proposals by Cold Youbin, Chairman of China Feihe, aim to promote high-quality protein intake and enhance deep processing in the dairy sector, which are crucial for both industry development and national health strategy [1][2]. Industry Challenges - The current structure of China's dairy industry is heavily skewed towards primary products, with liquid milk accounting for over 92.7% of production, while high-value products like cheese and butter represent less than 7.3%. This indicates a pressing need for upgrading the industry structure and extending the value chain [4][5]. - The dairy industry faces significant financial losses, with cumulative income losses in the dairy farming sector reaching 70 billion yuan from 2023 to 2025, and losses from fresh milk powder production amounting to 20 billion yuan [5]. Protein Supply and Demand - There is a critical gap in protein intake among the Chinese population, with 45% of adults consuming insufficient protein. This issue is exacerbated among the elderly, where protein deficiency can lead to severe health problems [18][20]. - The self-sufficiency rate of protein sources in China has declined from 96% in 2000 to 69% in 2021, indicating a growing reliance on imports, particularly for dairy proteins [19]. Strategic Recommendations - Cold Youbin suggests that the government should set a target for domestic production of key dairy ingredients, such as whey protein, to reach over 60% self-sufficiency during the 14th Five-Year Plan period. This would enhance the stability of the dairy supply chain [5][20]. - The article advocates for increased support for deep processing enterprises in the dairy sector through tax incentives, talent development, and regulatory support to foster innovation and industry upgrades [5][20]. Company Initiatives - China Feihe has established a comprehensive supply chain, owning 13 farms and 115,000 dairy cows, achieving 100% self-controlled milk sources. The company has also developed advanced processing technologies for dairy proteins, significantly reducing reliance on imports [7][8]. - The company has launched a new traceability system for its products, allowing consumers to track the freshness and quality of core ingredients, thereby enhancing transparency in the supply chain [10][12]. Future Outlook - The article concludes that the future of China's dairy industry lies in moving from simple scale expansion to focusing on high-value protein processing. China Feihe's efforts in this direction are seen as a model for the industry, contributing to national health and safety strategies [21].
中国飞鹤的“蛋白答卷”： 冷友斌两会建议背后的乳业“隐形芯片”战事