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国内人均乳制品消费量仅世界平均1/3!乳业振兴受益个股有哪些?
Ge Long Hui· 2025-10-02 12:20
昨日,国家农业农村部就奶业振兴情况举行新闻发布会。会上农业农村部畜牧兽医局二级巡视员王俊勋介绍了有关奶 业振兴的最新进展及行业发展中存在的部分问题。 具体而言,今年中央财政已安排多项自己用于扩大粮改饲实施范围,苜蓿基地建设规模由50万亩增加到100万亩, 1500个奶牛家庭牧场得到改造提升,并增加5000名牧场主和技术骨干培训。而按不完全统计,地方政府今年年内已安 排20多亿用于奶牛扩群增量、加工乳制品及培育乳制品消费。 受国家层面持续资金支持影响,今年前三季全国生鲜乳产量同比增长5.2%;同期乳制品产量增长8.8%;奶牛平均单产 7.8吨,同比提高了400公斤,规模牧场生鲜乳质量达发达国家水平;收益方面,近期规模奶牛养殖收益回复至每头牛 年均约3000元。 消费端方面,去年全年液态奶销售额同比增长7.1%,国产婴配粉销售额同比增速由14.5%上升至21%,市占率进一步 上升。 但同时,国内奶业在发展中还存在不少问题。首先是就生产而言,上游养殖竞争力与发达国家同行业在单产水平、资 源利用效率和劳动生产率等方面还存较大差距。其中,奶牛舍饲养殖成本仍高于发达国家40%至60%;常用饲料玉米 价格亦较国际平均水平高 ...
伊利金领冠新品全面登陆香港市场 全球化布局持续深化
Xin Hua Cai Jing· 2025-05-21 07:39
Group 1: Core Insights - Yili Group held a global product launch in Hong Kong, introducing three new infant formula products, marking a significant step in its internationalization strategy [1] - The collaboration with health retail chain Mannings will see the new products available in over 200 stores and online in Hong Kong, enhancing Yili's presence in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The launch event also featured the release of the "2025 Key Research Findings on Breast Milk," showcasing Yili's advancements in maternal and infant nutrition research [1][3] Group 2: Industry Positioning - Inner Mongolia has prioritized "dairy industry revitalization" as a strategic focus for modernizing agriculture and enhancing international competitiveness, with Yili as a leading enterprise [2] - Yili's production base in Hohhot, known as "Yili Health Valley," is recognized as a global benchmark for infant formula manufacturing, utilizing advanced technologies from over 50 international suppliers [2] - The company has established 81 production bases across various countries, covering a wide range of dairy products and reaching over 60 countries and regions globally [4] Group 3: Research and Innovation - Yili has invested in maternal and infant nutrition research, accumulating data on over 10 million breast milk components and securing more than 290 patents [3] - The company has developed a "Four-in-One" breast milk research strategy and holds 28 patents related to human milk oligosaccharides (HMOs), a key area of focus in maternal nutrition [3] - The "2025 Key Research Findings on Breast Milk" includes significant studies on amino acid composition and the relationship between HMOs and infant gut microbiota [3] Group 4: Global Strategy - Yili is committed to quality, innovation, and internationalization, with Hong Kong serving as a crucial hub for its global strategy [5] - The launch of the "Jinlingguan" brand in Hong Kong signifies a deeper integration of Inner Mongolia dairy enterprises into the global market [5][6] - The company aims to elevate the reputation of Inner Mongolia's dairy products on the world stage, emphasizing high-quality offerings from the region [6]