Core Viewpoint - The conference highlighted the importance of a collaborative full industry chain approach as a key to overcoming challenges in the dairy industry, emphasizing technological innovation and sustainable development as essential for future growth [3][5]. Group 1: Industry Insights - Modern Dairy's President, Sun Yugang, emphasized the significance of full industry chain collaboration for breaking through challenges in the dairy sector, showcasing the company's 20 years of experience in building a comprehensive industry chain system [3]. - The Vice President and Secretary-General of the China Dairy Industry Association, Liu Yaqing, acknowledged Modern Dairy's leadership in large-scale farming and integration of breeding and cultivation, outlining directions for the dairy industry's development, including strengthening milk source foundations and optimizing breeding structures [3]. - Experts presented insights on various aspects of the dairy industry, including carbon efficiency and low-carbon transformation strategies, highlighting the need for a collaborative approach across the entire supply chain to enhance green competitiveness [3][4]. Group 2: Technological Innovations - Modern Dairy's Vice President and Chief Engineer, Zhang Xue, discussed the dual drive of full industry chain layout and technological innovation, providing integrated pathways for cost reduction and sustainable development based on 30 years of practical experience [3]. - The Senior General Manager of Modern Dairy's Grain Source Technology Division, Jia Yutao, illustrated the potential of financial technology in reducing costs and increasing efficiency within the dairy sector [3]. - The Executive President of Inner Mongolia Cloud Raising Cattle Technology Co., Ltd., Wu Rina, emphasized the concept of "data as the new granary," which is crucial for improving ranch efficiency through streamlined information flow [3]. Group 3: Future Directions - The forum included discussions on overcoming challenges and exploring future development, with guests analyzing cost reduction, efficiency enhancement, and resilience in the dairy industry from various perspectives, including national strategy and technological innovation [4]. - The successful hosting of the seminar provided a valuable learning and exchange opportunity for dairy practitioners, reinforcing the idea that technological innovation, collaborative development, and sustainable practices are vital for the industry's long-term progress [5].

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 Chinese dairy industry is undergoing a critical transformation and upgrade period in 2024, with a slight reduction in production capacity aligned with market demand, an increase in the proportion of large-scale farming, and a sustained enhancement in overall industry quality [1] Group 1: Production and Quality - The total milk production in China reached 40.794 million tons, a year-on-year decrease of 2.8%, while dairy product output was 29.62 million tons, down 1.9% [1] - The inspection pass rate for fresh milk reached 99.96%, with quality safety indicators such as milk protein and milk fat remaining at high levels, and key monitored banned additives like melamine have not been detected for 16 consecutive years [1] Group 2: Industry Structure and Efficiency - The proportion of large-scale farms with over 100 cows has increased to 78%, up 2 percentage points year-on-year, with an average milk yield per cow of 9.9 tons, an increase of 0.5 tons from the previous year [1] - Over 99% of large-scale farms are equipped with total mixed ration (TMR) mixers, and 100% of raw milk production has achieved mechanized milking [1] Group 3: Consumption and Market Dynamics - The main business revenue of large-scale dairy processing enterprises reached 510.48 billion yuan, a year-on-year increase of 9.6%, while per capita dairy product consumption fell to 40.5 kg, a decrease of 1.9 kg from the previous year [2] - The average purchase price of raw milk in major dairy-producing provinces was 3.32 yuan per kilogram, down 13.5% year-on-year [2] Group 4: Competitive Positioning - The competitiveness of the domestic dairy industry continues to strengthen, with domestic milk testing showing compliance with Chinese, American, and EU standards for aflatoxin M1, and a 100% pass rate for heavy metal contaminants like lead, chromium, mercury, and arsenic [2] - Indicators such as lactoferrin, lactoglobulin, and glycomacropeptide in domestic milk outperform similar imported products [2]

Core Viewpoint - The China Dairy Industry Association has released the "China Dairy Industry Progress 2030" report, aiming to solidify production capacity and ensure reasonable growth in dairy production [1] Production Goals - The target dairy production volume is approximately 45 million tons [1] - The self-sufficiency rate of milk sources is expected to remain above 70% [1] Industry Quality Improvement - The proportion of dairy farms with more than 100 heads of cattle is aimed to reach around 85% [1] - The average annual milk yield per cow is projected to exceed 10 tons [1]

Core Viewpoint - The China Dairy Association has released the "China Dairy Industry Advancing Towards 2030" report, aiming for significant achievements in high-quality development and modernization of the dairy industry by 2030 [1] Group 1: Goals and Objectives - By 2030, the self-sufficiency rate of milk sources in China is expected to remain above 70%, with an average annual milk yield per cow exceeding 10 tons [1] - The product supervision and inspection pass rate is targeted to maintain above 99%, with a significant improvement in the green total factor productivity of dairy production [1] Group 2: Industry Chain Initiatives - Production initiatives include establishing a modern forage production supply system and developing high-yield, high-quality forage varieties [2] - A modern and efficient dairy cow breeding system will be established, along with suitable resource allocation for grass and livestock [2] - Processing initiatives focus on optimizing the dairy product processing and sales system, achieving breakthroughs in core raw material production and key equipment supply [2] - The integration of digital technology with production technology in dairy processing will be accelerated [2] Group 3: Consumption Strategies - The report emphasizes innovative health promotion for dairy products, enhancing domestic dairy brand development, and guiding the consumption of cheese and other dairy products [2] - The implementation of the national "Student Drinking Milk" program and stimulating health-oriented dairy consumption for the elderly are also highlighted [2] - The China Dairy Association has also released strategic development plans to guide the dairy industry's growth over the next five years [2]

Core Insights - The report highlights China's remarkable progress in the dairy industry, showcasing that the milk yield per cow has significantly improved over the past two decades, reaching levels comparable to the United States by 2024 [1][6] - The quality of Chinese milk has also seen substantial enhancement, with key indicators surpassing EU standards, marking a shift in the global dairy competition landscape [1][7] Industry Development - The dairy industry in China has evolved from a historical context where per capita dairy consumption was low, to a critical sector for national health and economic stability, emphasizing the importance of high-quality milk supply for public health [3] - In the early 2000s, China's dairy production faced significant challenges, with average milk yield per cow at only 2,605 kg, less than one-third of the U.S. level of 8,254 kg [3][5] Technological Advancements - The transition to high-quality dairy production has been driven by technological advancements, including the introduction of mechanized milking and improved feeding practices, which have led to a notable increase in milk quality [5][8] - Leading companies like Yili have adopted advanced technologies, such as precision nutrition and automated systems, to enhance production efficiency and milk quality, positioning themselves at the forefront of the global dairy industry [8][9] Market Performance - By 2024, China's milk production is projected to reach 40.79 million tons, with a per capita consumption of 40.5 kg, a significant increase from just 0.4 kg in 1949 [9] - The self-sufficiency rate for milk has surpassed 70%, and the market share of domestic dairy products has increased to 68%, reflecting a strong domestic industry [9] Quality Assurance - Continuous monitoring of raw milk quality has been implemented for 17 years, ensuring comprehensive safety checks and compliance with international standards, with Yili's milk quality indicators consistently outperforming EU benchmarks [7][10] - The advancements in quality control have led to a significant reduction in bacterial counts in milk, demonstrating the effectiveness of modern management practices in Chinese dairy farms [7][10]

文/兴利 一杯牛奶，承载着一个产业的崛起。 7月13日，第十六届中国奶业大会在厦门举行，大会发布的重磅报告显示，中国奶业用二十年左右的时 间，跨越了和奶业发达国家之间上百年的差距，蛋白质、脂肪、体细胞、菌落总数等核心指标的总体水 平优于欧盟标准，中国牛奶已经是世界级的品质。伊利原奶的菌落总数更是远优于欧盟标准，实现了划 时代的进步。 "从牛奶产品'喝不到'，到'有得喝'，再到'喝得好'；从消费端的'至暗时刻'，到'重获信任'，再到'国奶 自信'；从全球产业'落后者'，到'追赶者'，再到'领先者'，如今中国奶业站上了发展的新起点。"大会发 布的《世界奶业中国方案：高质量引领的奶业现代化答卷》（下称《报告》）如此指出。 大会现场发布权威报告 回望中国奶业的发展历程，堪称一部跌宕起伏的奋斗史诗。 大会上，中国农业科学院原党组书记、国家食物与营养咨询委员会主任、中国奶业协会战略发展委员会 名誉副主任陈萌山发布了《世界奶业中国方案：高质量引领的奶业现代化答卷》等四大课题研究报告。 他说，这份报告提出，中国奶业用20年左右的时间，产业素质显著提升，乳品质量安全水平总体达到奶 业发达国家水平，行业龙头企业发挥了示范引领作用 ...

Core Viewpoint - The Chinese dairy industry has made significant advancements in scale, milk yield per cow, and raw milk quality, achieving a transformation from "catching up" to "keeping pace" and even "leading" within approximately twenty years, compared to the century-long industrialization process in developed countries [1][4]. Group 1: Dairy Production and Quality - China's milk production has stabilized among the top four globally, with a 32% increase in milk output from 2012 to 2024, reaching 40.79 million tons, while the number of dairy cows has remained relatively constant [4][5]. - The average milk yield per cow has risen from 5,500 kg/year in 2012 to 9,900 kg/year in 2024, indicating a substantial improvement in dairy farming efficiency [4][5]. - The quality of raw milk produced in China now meets EU standards for fat and protein content, with bacterial counts significantly lower than the EU limit, reflecting enhanced management and hygiene practices [1][12]. Group 2: Industry Transformation and Technological Advancements - The shift towards large-scale farming has increased the proportion of dairy farms with over 100 cows to 78%, marking a transition from small-scale to large-scale operations [5][7]. - The adoption of mechanization and digitalization in dairy farming has led to improved production efficiency and quality control, with 100% mechanization in large-scale farms [7][13]. - The integration of advanced technologies, such as automated monitoring systems and precision feeding, has further enhanced the quality of raw milk and overall farm management [13]. Group 3: Market Dynamics and Future Outlook - The domestic market for dairy products is projected to grow significantly, with retail sales expected to reach 151.6 billion yuan for liquid milk, 136.7 billion yuan for infant formula, and 99.9 billion yuan for yogurt by 2024 [14]. - Despite the positive trends, the industry faces challenges in demand stimulation and the need for continued support measures to enhance competitiveness and value addition [14]. - The Chinese dairy sector aims to establish a global presence with high-quality milk, positioning itself as a "Chinese model" in the international dairy market [14].

Advanced Manufacturing Group - In June 2024, China's power battery sales reached 94.1 GWh, with a month-on-month increase of 7.6% and a year-on-year increase of 34.9% [3] - The export volume of power batteries was 15.8 GWh, showing a month-on-month growth of 17.1% and a year-on-year growth of 16.6% [3] - The installed capacity of power batteries in June was 58.2 GWh, with a month-on-month increase of 1.9% and a year-on-year increase of 35.9% [3] - Lithium iron phosphate (LFP) batteries accounted for 81.5% of the total installed capacity, with a year-on-year growth of 49.7%, indicating a strong market position [3] - The significant growth rate of LFP batteries is attributed to their cost advantages and improved performance, making them the preferred choice for most mid-to-low range electric vehicles [3] Consumer Group - The National Health Commission approved D-Allulose and other new food ingredients, which could drive the development of low-sugar and low-calorie products in the sugar substitute market [7] - The Ministry of Agriculture emphasized the need to support the dairy industry, which is showing signs of stabilization and recovery due to various supportive measures [7] - Factors such as potential production decreases due to heat stress on dairy cows and increased consumption of cold drinks are expected to positively impact the dairy market in the upcoming months [7]

2025年下半年原奶行业的情况会好于上半年。 中国工程院院士、中国农业大学营养与健康研究院院长任发政表示，2024年国内乳制品总产量2962万 吨，同比减少1.86%，人均奶类消费量41.5公斤，同比减少5.6%。 经过三年多的调整，国内奶业的情况正在逐步好转。 一方面，国内奶价已经低于国际主要产奶国奶价水平。李胜利表示，2025年3月新西兰奶价约为3.2元/ 公斤，美国和欧洲分别为3.6元/公斤和4.2元/公斤。2025年5月20日大包奶粉拍卖价格为4332美元/吨，折 合人民币3.9元/公斤，持续上涨后都高于国内水平，对国内市场的冲击在减弱，这也有利于国内奶粉库 存消化。 另一方面，低奶价也加速了国内奶业产能调整。国家奶牛产业体系数据显示，2024年国内奶牛存栏数下 降了20万到30万头，扭转了连续5年增长的态势。同时，原奶产量全年为4079万吨，同比下降2.8%。预 计2025年，国内奶牛存栏会继续下降20万头左右。 国家奶牛体系走访发现，2024年4月份，国内龙头乳企每天平均喷粉生鲜乳约为2万吨，约占收奶量的 25%左右，2025年4月份这一数字下降至1.3万吨，好于上年同期。2025年5月中旬开始， ...