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企业敢创新,百姓才更敢消费
经济观察报· 2025-05-06 10:46
Core Viewpoint - The article emphasizes the need for innovation in the supply side of the dairy industry to boost consumer confidence and consumption, highlighting the shift from merely drinking milk to incorporating it into various consumption scenarios [2][3][8]. Group 1: Current Consumption Landscape - Chinese per capita milk consumption is less than half of the world average, indicating a significant growth opportunity in the dairy sector [2]. - The dairy industry is seen as a crucial component of consumer spending, which is becoming a key driver of economic growth in China [2][9]. Group 2: Innovation in Supply - The introduction of products like Junlebao's "Yuexianhuo" fresh milk demonstrates how supply-side innovation can create new consumption scenarios, such as mixing milk with coffee [5][7]. - Junlebao employs advanced technology, such as the INF0.09 second ultra-instant sterilization technique, to enhance the nutritional quality of its milk while addressing consumer demands for longer shelf life [5][7]. Group 3: Market Position and Growth - Junlebao has achieved a 30% growth rate in its "Jianchun" yogurt line, which caters to health-conscious consumers by offering zero-sugar options [11]. - The market share of domestic milk powder has increased from 30% in 2013 to 70% in 2023, reflecting a growing consumer trust in local products [20][22]. Group 4: Consumer Trust and Future Outlook - The article highlights the importance of consumer trust in driving consumption, with Junlebao's efforts contributing to a renewed confidence in Chinese dairy products [22]. - There remains a substantial gap in per capita milk consumption between China and developed countries, suggesting significant potential for growth in the dairy market [22].