Core Points - The revised national standard for sterilized milk mandates that only raw milk can be used as the sole ingredient for producing sterilized milk, closing the door on reconstituted milk [1][2] - This change aims to ensure the purity and freshness of sterilized milk, aligning with international practices where most developed countries require sterilized milk to be made solely from raw milk [1] Group 1: Industry Impact - The revision of the sterilized milk standard is expected to enhance the quality of dairy products in China and promote high-quality development in the dairy industry [1][2] - The new standard will increase the demand for raw milk, fostering closer ties between dairy companies and farmers, which will help stabilize milk prices and improve farmers' incomes [2] - The average purchase price of raw milk in China has become comparable to the landed and taxed price of imported milk powder, indicating that using raw milk will not significantly impact production costs or retail prices [2] Group 2: Consumer Implications - After the implementation of the new standard, consumers will find it easier to identify pure milk products, as any product labeled "pure milk" must contain 100% raw milk [3] - Reconstituted milk is not entirely banned; it can still be used in the production of formulated and fermented dairy products, provided it is clearly labeled [3] - The update in standards reflects a significant leap in the quality of China's dairy industry, aiming to meet the growing demand for high-quality products among consumers [3]

Core Points - The revised national standard for sterilized milk mandates that only raw cow or goat milk can be used as the sole ingredient, effectively banning the use of reconstituted milk [1] - The revision aims to enhance the purity and freshness of sterilized milk, aligning with international practices where most developed countries require sterilized milk to be made solely from raw milk [1] - The change is expected to boost domestic demand for raw milk, strengthen the connection between dairy companies and farmers, and stabilize milk prices [2] Industry Impact - The revision of the sterilized milk standard is seen as a significant improvement in the quality of dairy products in China, promoting high-quality development in the dairy industry [1][2] - The average purchase price of raw milk in China has become comparable to the landed cost of imported milk powder, indicating that using raw milk will not significantly impact production costs or retail prices [2] - The new standard simplifies consumer choices, ensuring that products labeled as "pure milk" must contain 100% raw milk, while reconstituted milk can still be used in other dairy products with clear labeling [3] Consumer Implications - Consumers will benefit from clearer labeling and standards, making it easier to identify high-quality dairy products [3] - The updated standards reflect a broader trend towards improving food safety and quality in response to consumer demand for better products [3]

Core Viewpoint - The implementation of the revised national standard for sterilized milk mandates that only raw cow or goat milk can be used as the sole ingredient, effectively prohibiting the use of reconstituted milk [1][2]. Group 1: Industry Standards and Regulations - The revised standard aims to ensure the "purity" and "freshness" of sterilized milk by requiring that no other ingredients be added and that ingredient information is transparently labeled on packaging [1]. - This revision aligns with international practices, as most developed countries and international organizations require sterilized milk to be made solely from raw milk [1]. Group 2: Economic Impact - The shift to using only raw milk is not expected to significantly increase production costs, as the average purchase price of raw milk has become comparable to the landed and taxed price of imported milk powder [2]. - The new standard is anticipated to boost demand for raw milk, fostering closer ties between dairy companies and farmers, which will help stabilize milk prices and improve farmers' incomes [2]. Group 3: Consumer Implications - Post-implementation, consumers will find it easier to identify pure milk products, as any product labeled "pure cow milk" or "pure goat milk" must contain 100% raw milk [3]. - Reconstituted milk is not entirely banned; it can still be used in the production of formulated and fermented dairy products, provided it is clearly labeled as "reconstituted milk" [3].

Core Viewpoint - The new national standard for sterilized milk, effective from September 16, mandates that only raw milk can be used as the sole ingredient, prohibiting the use of reconstituted milk [1][10]. Group 1: Changes in Standards - The revised national standard for sterilized milk (GB 25190-2010) includes three core changes aimed at enhancing the overall quality and standards of sterilized milk products [3]. - The prohibition of reconstituted milk is the most significant highlight of the revision, ensuring that products labeled as "sterilized milk" must be made from fresh raw milk, thus guaranteeing the purity of the product [10]. Group 2: Impact on the Dairy Industry - Industry experts believe that the implementation of the new standard will positively guide the market, encouraging dairy companies to increase the use of fresh milk, which will stabilize the dairy farming sector and enhance farmers' incomes [5]. - The new standard is expected to improve the quality of dairy products and promote consumption, aligning with consumer demand for high-quality milk [5]. Group 3: Price Implications - Concerns have been raised about potential price increases for sterilized milk following the new standard; however, industry consensus suggests that the impact on dairy product prices will be limited [6]. - Major dairy companies have indicated that they are not currently using reconstituted milk in their production of pure milk, suggesting stability in pricing [6]. Group 4: Future Outlook - According to the Ministry of Agriculture and Rural Affairs, the price of fresh milk is expected to remain stable due to factors such as the reduction in fresh milk production capacity and the implementation of the new sterilized milk standard [7].

Core Viewpoint - The new national standard for sterilized milk, effective from September 16, prohibits the use of reconstituted milk, mandating that only raw milk can be used as the sole ingredient for production [2][3]. Group 1: Changes in Standards - The prohibition of reconstituted milk is the most significant change in the revised standard, ensuring that products labeled as "sterilized milk" must be made from raw milk directly obtained from cows or sheep [2]. - The revised standard strictly limits the use of raw cow (or sheep) milk as the sole ingredient, ensuring the original quality of the product and enhancing the purity of domestic milk [2]. - The labeling requirements have become more stringent, mandating that companies accurately disclose ingredient information on product packaging, thereby improving transparency for consumers [2]. Group 2: Impact on the Dairy Industry - These three modifications are expected to have a profound impact on the high-quality development of the dairy industry, contributing to the overall quality and standards of sterilized milk products [3].

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has issued a notification aimed at alleviating the difficulties faced by the dairy industry and enhancing the high-quality development of the entire industry chain in response to current challenges such as insufficient consumer demand and rising production costs [1][2]. Group 1: Industry Challenges - The dairy industry is currently experiencing low prices for fresh milk, a slowdown in dairy product consumption growth, and significant losses for farms, leading to a dual pressure of "difficulty in selling milk" and "high costs" [1]. - The notification addresses the need for improved coordination within the industry chain to tackle these challenges effectively [1]. Group 2: Policy Measures - The notification outlines specific measures including the implementation of central financial support policies, increasing the supply of quality feed, and improving farming facilities [1][2]. - Local governments are encouraged to introduce tailored subsidy policies for breeding, spraying, and increased purchasing [1][2]. Group 3: Financial Support and Risk Management - The notification emphasizes the establishment of a whitelist system and encourages financial institutions to innovate products like "silage loans" to meet the funding needs of farming entities [2]. - It also highlights the importance of optimizing herd structure and enhancing the quality safety supervision of fresh milk [2]. Group 4: Consumer Promotion - To boost consumption, the notification calls for increased promotion of dairy products, encouraging the development of affordable and simplified packaging [3]. - It suggests expanding the "student milk program" and promoting dairy products in canteens and welfare institutions, along with the distribution of milk consumption vouchers to specific groups [3]. Group 5: Collaborative Mechanisms - The notification requires the establishment of a collaborative mechanism among various departments to address new challenges in the industry and promote high-quality development [3].

Core Viewpoint - The new national standard for sterilized milk (GB 25190-2010) will be implemented on September 16, 2025, prohibiting the use of reconstituted milk and mandating that sterilized milk must be made from raw milk, which is expected to enhance the quality and flavor of the product while increasing demand for raw milk in the dairy industry [1][2][3]. Group 1: Implementation and Impact of New Standards - The new standard aims to improve the quality of sterilized milk by ensuring it is produced solely from raw milk, which is anticipated to boost the demand for raw milk and benefit dairy farmers [1][5]. - The implementation of the new standard is seen as a positive step for the future quality development of China's dairy industry, enhancing the competitiveness of domestic milk sources and meeting consumer demand for high-quality dairy products [1][3][5]. - The Ministry of Agriculture and Rural Affairs has indicated that the new standard will promote a closer connection between dairy farming and processing, fostering integrated development across the dairy supply chain [1][5][6]. Group 2: Quality and Safety of Raw Milk - The new standard raises the quality requirements for raw materials, as only raw milk can be used for producing sterilized milk, which is supported by the current high quality and safety levels of China's raw milk production [4][5]. - Data from the 2025 China Dairy Quality Report indicates that the raw milk production capacity continues to improve, with a total milk output of 40.794 million tons and a raw milk inspection pass rate of 99.96% in 2024, demonstrating the capability to support the new standard [4]. Group 3: Economic Implications - The new standard is not expected to significantly increase the prices of dairy products, as the current low prices of raw milk can support the production costs without additional financial burden on processing companies [7]. - The establishment of a dairy industry system based on raw milk is anticipated to positively influence both producers and consumers, stabilizing the dairy farming sector and boosting consumer confidence in dairy products [7]. Group 4: Broader Industry Context - The new standard specifically targets sterilized milk and does not affect other dairy products like yogurt, which can still use reconstituted milk, although long-term consumer preferences may shift towards higher quality standards [8]. - Internationally, the use of only raw milk for sterilized milk production aligns with common standards in regions such as the EU and Japan, which may enhance the credibility of Chinese dairy products in the global market [9][10].

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has issued a notice to accelerate the relief and high-quality development of the dairy industry, outlining eight key policies and measures to support the sector [1] Group 1: Policy Measures - The notice emphasizes the need to implement various support policies and enhance financial service guarantees [1] - It calls for steady efforts to reduce costs, improve quality, and increase efficiency in dairy production [1] - The document encourages the dual extension of breeding and processing, as well as continuous improvement of dairy cow breeds [1] Group 2: Industry Development - There is a push to promote deep processing of dairy products and increase public awareness of dairy consumption [1] - Local governments are urged to guide dairy companies in developing affordable and simplified packaging for milk to meet urban and rural consumption needs [1] - The notice highlights the importance of implementing central financial support policies to enhance dairy production capacity and improve the supply of quality feed [1] Group 3: Sustainable Practices - The document advocates for the promotion of circular farming practices and the improvement of facilities and equipment in farms [1] - It stresses the need for the cultivation of new types of dairy management entities to boost overall production capabilities [1]

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].