Core Insights - The 16th Dairy Conference and Dairy 20 Forum was held in Xiamen from July 13 to 15, showcasing the importance of quality and brand in the dairy industry [1][3] - Being a long-standing force in China's dairy industry, the company actively participated in various aspects of the conference, emphasizing its commitment to nutrition and health [1][6] Group 1 - The conference theme focused on "Quality and Brand, Perseverance in Progress; Cooperation and Win-Win, Choices in Change," with multiple keynote reports on topics such as student milk, sterilized milk, and consumer renewal [3] - The opening ceremony featured a symbolic torch ceremony representing the spirit of "Quality Commitment, Craftsmanship, and Steadfast Progress," recognizing the company's dedication to dairy safety and quality [3][6] - The company participated in the release of the "Xiamen Initiative" aimed at stabilizing the dairy industry's foundational capacity and promoting the concept of "Strengthening the Upstream and Solidifying the Foundation" [5] Group 2 - The company showcased a product matrix covering nutritional needs across all life stages, including children's formula, adult formula, and nutritional milk powder, which received significant attention [6] - The exhibition utilized interactive experiences and professional explanations to effectively communicate the company's research capabilities and product value in the infant formula and family nutrition sectors [6] - The conference gathered industry wisdom and clarified future directions, reinforcing confidence in the development of the dairy industry [8]

Core Viewpoint - The conference emphasized the importance of high-quality development in the dairy industry, addressing challenges such as consumer awareness, production standards, and trust in domestic dairy products [2][3]. Group 1: Conference Overview - The 6th Dairy Consumption Seminar was held during the 16th China Dairy Conference in Xiamen, focusing on "Strengthening Science Popularization, Expanding Sales Channels, and Enhancing Confidence" [1]. - Key figures from the National Food and Nutrition Consultation Committee, Ministry of Agriculture and Rural Affairs, and major dairy companies attended and delivered speeches [1]. Group 2: Challenges and Strategies - The dairy industry faces challenges including insufficient consumer awareness of nutritional needs, mismatched production levels, and a lack of trust in domestic dairy quality [2]. - Strategies proposed include enhancing science popularization, improving traditional and emerging sales channels, and strengthening quality control and brand building [2][3]. Group 3: Industry Development and Opportunities - The dairy industry is transitioning from rapid growth to high-quality development, with ongoing challenges in production and supply chain balance [3]. - Key industry players highlighted the need to build trust through quality, understand consumer demands, and promote health awareness through science popularization [3][4]. Group 4: Expert Insights and Reports - Various experts presented reports on topics such as AI-driven innovation, supply-demand dynamics, and opportunities in deep processing within the dairy sector [3]. - The roundtable forum featured discussions on market innovation and the importance of science communication to boost consumer confidence and consumption [4]. Group 5: Participation - Over 100 representatives from government departments, research institutions, industry associations, and dairy companies participated in the conference [5].

Core Insights - The "China Agricultural Outlook Report (2025-2034)" predicts a growth trend in dairy production and demand over the next decade, with a stabilization and potential increase in fresh milk prices [1][4] Group 1: Dairy Production - Dairy production is expected to maintain a growth trend, with an estimated production of 4,100 million tons by 2025, a decrease of 1.5% from the previous year, and reaching 5,703 million tons by 2034, with an average annual growth rate of 3.2% [3][4] - The number of dairy cows is projected to slightly decrease, with a total of 11.78 million cows and a dairy production of 4,163 million tons in 2024, reflecting a 2.8% decline from the previous year [1][2] Group 2: Dairy Consumption - Dairy consumption is anticipated to continue increasing, with a projected consumption of 5,506 million tons by 2025, a decrease of 3.3% from the previous year, and reaching 7,581 million tons by 2034, with an average annual growth rate of 2.7% [3][4] - Per capita dairy consumption is expected to rise from 40.7 kg in 2029 to 49.2 kg by 2034, indicating a long-term growth potential in consumer demand [3][4] Group 3: Dairy Imports - Dairy product imports are expected to stop declining and show a slight growth trend, with an estimated import volume of 1,452 million tons (equivalent to fresh milk) by 2025, a decrease of 8.5% from the previous year, and reaching 2,007 million tons by 2034 [4] - The import value of dairy products is projected to stabilize, with a long-term supply gap in the domestic market [4] Group 4: Pricing Trends - Fresh milk prices are expected to stabilize and potentially rise, with an average price range of 3.10 to 3.65 yuan per kilogram anticipated for 2025, following a period of low prices [4] - The ongoing optimization of dairy production capacity and reduction in dairy cow numbers may lead to a turning point in the oversupply situation by the second half of 2025 [4]