乳制品消费升级

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2025Q1乳制品市场回顾
3 6 Ke· 2025-06-10 07:52
Group 1 - The article reviews the dairy market for Q1 2025, comparing it to Q1 2024 and Q4 2024, using data from the "马上赢" brand CT, which covers over 30,000 brands and more than 14 million product barcodes across major cities in China [1][2] - The dairy product categories include adult milk powder, pure milk, yogurt, cheese, and others, totaling ten third-level categories and 16 fourth-level categories [2][3] Group 2 - In Q1 2025, the market share of ambient pure milk remains dominant at approximately 51.61%, while low-temperature yogurt and ambient yogurt hold 14.27% and 12.47% respectively [5][6] - Low-temperature yogurt's market share increased by over 1% year-on-year, while ambient pure milk, ambient yogurt, and cheese experienced declines in both market share and sales [5][6] Group 3 - The analysis of key categories shows that ambient pure milk, low-temperature yogurt, and ambient yogurt account for over 91% of the dairy market share [6][7] - The sales performance of ambient pure milk and ambient yogurt has been particularly challenging, with sales down by over 13% year-on-year [7][8] Group 4 - The price index for dairy products indicates ongoing price pressure, with most categories remaining below the baseline of 100, suggesting a decline compared to the previous year [10][11] - The price index for ambient pure milk has been consistently lower than the overall dairy category, while low-temperature yogurt has shown more stability in its price index [10][11] Group 5 - The SKU analysis reveals that low-temperature yogurt has the highest number of SKUs, indicating active product innovation, while ambient pure milk has a high number of discontinued SKUs [13][15] - The average price trends for various categories show a mix of stability and decline, with many products experiencing price pressure [15][19] Group 6 - The CR5 market share for ambient pure milk is 88.28%, indicating a high concentration of market power among leading brands, although some brands have seen a decline in market share [22][24] - The adult milk powder category has a CR5 market share of 77.75%, with a notable presence of brands like Yili and Nestlé [45][46] Group 7 - The cheese category has a CR5 market share of 81.01%, with major players like Miaokelan and Yili showing growth in market share [52][54] - The average price and specifications for cheese products have shown a slight recovery in Q1 2025, although they remain lower than in Q1 2024 [53][54]