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2025年6月中国乳品进口数量和进口金额分别为21万吨和10.28亿美元
Chan Ye Xin Xi Wang· 2025-08-27 01:18
数据来源:中国海关,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 根据中国海关数据显示:2025年6月中国乳品进口数量为21万吨,同比下降3.7%,进口金额为10.28亿美 元,同比增长10.4%,。 近一年中国乳品进口情况统计图 上市企业:阳光乳业(001318),皇氏集团(002329),贝因美(002570),麦趣尔(002719),燕塘 乳业(002732),庄园牧场(002910),新乳业(002946),西部牧业(300106),品渥食品 (300892),熊猫乳品(300898),海融科技(300915),天润乳业(600419),三元股份 (600429),光明乳业(600597),妙可蓝多(600882),伊利股份(600887),一鸣食品 (605179),佳禾食品(605300),骑士乳业(832786) 相关报告:智研咨询发布的《2025-2031年中国乳制品行业市 ...
“名特优新进香港”产品对接会助力陕西好物再拓市场
Shan Xi Ri Bao· 2025-08-26 23:49
8月26日,港澳资源赋能市县发展直通车——"名特优新进香港"产品对接会在西安举行,通过提供 直观的展示平台和精准的对接服务,助力陕西好物有效对接香港市场。 活动现场展示了陕西企业的优质药材、菌类、茶叶、果汁、杂粮、蜂蜜、羊乳等产品,吸引不少香 港采购商和渠道商品鉴。 活动中,西安市临潼区石榴红生态科技园总监公孙吉贤满怀期待。他介绍,今年6月,公司携HPP 石榴原汁亮相香港第三届家乡市集嘉年华,产品凭借纯正口感、健康属性获得消费者认可。他们这次带 来了酵素石榴、石榴饮品等产品,希望能对接到大型超市、高端酒店、药房等销售渠道,深化香港市场 布局。 "当前,我们正规划在香港建设石榴产品精深加工中心,并设计符合香港法规的包装方案,进一步 提升产品在当地市场的渗透率。"公孙吉贤说。 陕西国城盛唐外贸有限公司与陕西多家农食企业有过贸易合作。该公司运营总监贾旺说:"今年, 通过我们牵线,陕西圣唐乳业有限公司乳品成功打入香港市场,目前已在200多家药房销售。希望借助 此次活动,进一步深化与陕西农食企业的贸易合作,更好地将临潼石榴、眉县猕猴桃、安康富硒茶、延 安小米等优质产品推广出去,让更多陕西特色产品走进香港。"(记者:肖倩 ...
金健米业(600127) - 金健米业2025年半年度主要经营数据的公告
2025-08-25 09:45
证券代码:600127 证券简称:金健米业 编号:临 2025-42 号 金健米业股份有限公司 2025 年半年度主要经营数据的公告 单位:元 | 产品分项 | 2025 年 1-6 | 月营业收入 | 营业收入比上年同期增减(%) | | --- | --- | --- | --- | | 粮油食品 | | 1,307,009,591.58 | -6.29 | | 农产品贸易 | | 126,940,016.84 | -75.97 | | 乳品 | | 48,754,436.71 | -6.70 | | 休闲食品 | | 72,099,564.50 | 343.75 | | 其他 | | 6,937,681.66 | -88.47 | | 合计 | | 1,561,741,291.29 | -23.88 | 注:因公司于2024年12月与控股股东湖南粮食集团有限责任公司完成资产置换,故上年 同期的营业收入数据为追溯重述后数据,下同。 (2)主营业务收入按照销售模式分类情况 单位:元 | 销售模式 | 2025 年 | 1-6 月营业收入 | 营业收入比上年同期增减(%) | | --- | --- | -- ...
前7月广东外贸进出口增长4.3% 民企占比超六成
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-12 14:20
Core Insights - Guangdong's foreign trade import and export reached 5.4 trillion RMB in the first seven months of the year, growing by 4.3% year-on-year, which is 0.8 percentage points faster than the national average, accounting for 21% of the national total [1] Group 1: Trade Performance - Exports totaled 3.44 trillion RMB, an increase of 1.7%, while imports reached 1.96 trillion RMB, growing by 9.3% [1] - The import of electromechanical products significantly contributed to trade growth, with imports amounting to 1.37 trillion RMB, a 17.4% increase, making up 70% of total imports [1] - Key imports included integrated circuits (718.18 billion RMB, +15.2%), computers and components (220.23 billion RMB, +60%), and semiconductor manufacturing equipment (49.49 billion RMB, +48.7%) [1] Group 2: Export Dynamics - The export of electromechanical products rose to 2.33 trillion RMB, a 7.4% increase, representing 67.8% of total exports, up 3.6 percentage points from the previous year [2] - Notable export growth was seen in computers and components (252.14 billion RMB, +12.5%), electrical equipment (245.16 billion RMB, +18%), and integrated circuits (202.88 billion RMB, +30.9%) [2] - Labor-intensive product exports decreased by 9.2% to 428.97 billion RMB, accounting for 12.5% of total exports [2] Group 3: Trade Partners - ASEAN emerged as Guangdong's largest trading partner with trade reaching 889.23 billion RMB, a growth of 5.8% [3] - Hong Kong ranked second with 675.48 billion RMB in trade, growing by 8.5%, while the EU was third with 643.05 billion RMB, increasing by 7.8% [3] - Trade with countries involved in the Belt and Road Initiative amounted to 2.1 trillion RMB, a 4% increase, representing 39% of Guangdong's total trade [3]
前7月广东外贸进出口增长4.3%,民企占比超六成
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-12 13:33
8月12日,南方财经记者从海关总署广东分署获悉,今年前7个月,广东外贸进出口5.4万亿元人民币, 较去年同期(下同)增长4.3%,增速快于全国0.8个百分点,占全国外贸总值的21%。其中,出口3.44万 亿元,增长1.7%;进口1.96万亿元,增长9.3%。 贸易伙伴方面,东盟、中国香港、欧盟等主要贸易伙伴表现良好。前7个月,东盟为广东第一大贸易伙 伴,广东对东盟进出口8892.3亿元,增长5.8%;中国香港为第二大贸易伙伴,进出口6754.8亿元,增长 8.5%;欧盟为第三大贸易伙伴,进出口6430.5亿元,增长7.8%。同期,广东对共建"一带一路"国家进出 口2.1万亿元,增长4%,占广东进出口总值的39%。 值得注意的是,进口机电产品对外贸进出口增长贡献突出。前7个月,广东进口机电产品1.37万亿元, 增长17.4%,占广东进口总值的70%,带动广东整体进口增长11.3个百分点。其中,集成电路、电脑及 其零部件、半导体制造设备分别进口7181.8亿元、2202.3亿元、494.9亿元,分别增长15.2%、60%、 48.7%。同期,粮食、食用水产品、乳品、美容化妆品及洗护用品等民生消费品分别进口243亿 ...
前5个月进出口增幅超两成:民营企业成上海外贸发展“新引擎”
Xin Hua Wang· 2025-08-12 05:49
Core Insights - Shanghai's private enterprises have become a "new engine" for foreign trade development, with a significant increase in import and export activities in the first five months of the year [1][4]. Group 1: Trade Performance - In the first five months, Shanghai's total foreign trade import and export reached 1.8 trillion yuan, a year-on-year increase of 1.8%, with a month-on-month growth rate improvement of 0.8 percentage points [1]. - In May alone, Shanghai's import and export reached 377.15 billion yuan, representing a year-on-year growth of 4.5%, marking four consecutive months of positive growth [1]. - Exports in May totaled 158.38 billion yuan, up 3.5% year-on-year, while imports were 218.77 billion yuan, increasing by 5.3% [1]. Group 2: Private Enterprises Contribution - Private enterprises accounted for 671.7 billion yuan in import and export value in the first five months, a year-on-year increase of 22.2%, significantly outpacing the overall foreign trade growth by 20.4 percentage points [4]. - In May, private enterprises achieved a record monthly import and export value of 147.71 billion yuan, up 27.3% year-on-year, making them the main contributor to Shanghai's trade growth [4]. Group 3: Export Markets and Products - Shanghai's enterprises exported 503.85 billion yuan worth of electromechanical products in the first five months, a year-on-year increase of 2.3%, accounting for over 60% of total exports [4]. - Exports of integrated circuits and laptops were 74.4 billion yuan and 21.87 billion yuan, respectively, with year-on-year growth of 4.5% and 1.6% [4]. - Labor-intensive products saw exports of 77.7 billion yuan, up 8.2% year-on-year, with growth in textiles, plastics, and bags [4]. Group 4: Import Trends - Imports of consumer goods such as meat, dried and fresh fruits, and dairy products increased by 8.9%, 2.4%, and 24.3% respectively in the first five months [7]. - Industrial materials and equipment imports also saw growth, with rubber, aircraft parts, audio-visual equipment, and industrial robots increasing by 59.6%, 29.9%, 18.2%, and 23.1% respectively [7].
乳品行业动态点评:育儿补贴落地,积极关注乳品需求
Dongguan Securities· 2025-07-29 02:22
Investment Rating - The report maintains an "Overweight" rating for the dairy industry, indicating an expectation that the industry index will outperform the market index by more than 10% over the next six months [2][5]. Core Insights - The implementation of the "Childcare Subsidy System" is expected to positively impact dairy demand, as it provides annual subsidies of 3,600 yuan per child for families with children under three years old starting from January 1, 2025 [2][4]. - The subsidy policy aims for nationwide coverage, which is seen as a pioneering move that could stimulate local policies and enhance birth rates, thereby increasing demand for dairy products [2][4]. - The current low prices of raw milk and the gradual reduction of production capacity are anticipated to improve the supply-demand structure in the dairy sector [2][4]. Summary by Sections Childcare Subsidy Policy - The "Childcare Subsidy System" was announced on July 28, 2023, detailing the subsidy recipients and standards, with a national rollout planned [3][4]. - The policy allows families with children born before January 1, 2025, to receive subsidies calculated on a monthly basis until the child turns three [4]. Market Impact - The report suggests that the subsidy will serve as a model for local governments, potentially leading to increased financial support for families and stimulating birth rates [4]. - The expected increase in birth rates and improved population outlook is likely to drive up dairy product demand, benefiting the dairy industry [2][4]. Investment Strategy - The report recommends maintaining an "Overweight" rating for the food and beverage sector, highlighting the potential for growth in the maternal and infant industry chain due to the subsidy policy [2][4]. - Specific companies to watch include Yili Group (600887), New Dairy (002946), and Miaokelando (600882) as potential beneficiaries of the expected demand increase [2][4].
广东海关:支持打造南方粮食重要集散中心
Nan Fang Nong Cun Bao· 2025-07-18 14:00
Core Viewpoint - Guangdong Customs is actively supporting the establishment of a significant grain distribution center in Southern China to enhance the import and processing efficiency of agricultural products [12][13]. Group 1: Import Data - In the first half of the year, Guangdong's agricultural product imports were diverse, meeting the domestic market's varied demands [4][5]. - The total import value of consumer goods in Guangdong reached 134.92 billion yuan, reflecting a growth of 3.3% [5]. - Specific categories showed remarkable growth: edible oil increased by 39.5%, aquatic products by 33.4%, and dairy products by 20.9% [6]. Group 2: Support Measures - Guangdong Customs has implemented a series of effective measures to promote import development [8][9]. - The customs department is particularly focused on supporting the development of the Greater Bay Area's port-based grain processing industry [11]. Group 3: Performance of Huangpu Customs - Huangpu Customs has shown outstanding performance, with the import value of private enterprises in its jurisdiction exceeding 200 billion yuan, marking a 39% year-on-year increase [14]. - This growth is 13.5 percentage points higher than the previous year, highlighting the importance of private enterprises in importing quality products [14][15]. - Key agricultural products such as soybeans, edible oil, and dairy products achieved double-digit growth, contributing positively to market supply and price stability [16].
连续8季正增长!广东外贸半年破4.55万亿,占全国超两成
Nan Fang Du Shi Bao· 2025-07-18 09:45
Core Insights - Guangdong's foreign trade achieved a total value of 4.55 trillion yuan in the first half of the year, with a year-on-year growth of 4%, surpassing the national growth rate by 1.1 percentage points, marking eight consecutive quarters of positive growth [4][5]. Trade Performance - The export value reached 2.89 trillion yuan, growing by 1.1%, while imports totaled 1.66 trillion yuan, increasing by 9.5%. All trade metrics set historical highs for the same period [4]. - Guangdong's foreign trade accounted for 20.9% of the national total, an increase of 0.2 percentage points from the previous year, contributing 28% to the national foreign trade growth [4]. Role of Private Enterprises - Private enterprises played a significant role, comprising 64.2% of Guangdong's total foreign trade value, with a total import-export value of 2.92 trillion yuan, reflecting a growth of 4.3% [5]. - The number of foreign trade enterprises in Guangdong reached 130,000, a 7.6% increase, with private enterprises numbering 110,000, up by 8.6% [5]. Trade Partners and Regions - Guangdong's main trading partner, ASEAN, saw an import-export value of 757.13 billion yuan, growing by 5.9%, representing 16.6% of the province's total foreign trade [5]. - Trade with other major partners such as Hong Kong, the EU, Taiwan, Japan, and South Korea also experienced growth, while trade with the U.S. declined by 8.1% [5]. High-Tech Product Exports - High-tech product exports reached 505.43 billion yuan, increasing by 13.3%, with specific categories like machine tools and drones growing by 18.7% and 29.2%, respectively [6]. - Exports of "new three samples" products, which represent green and low-carbon technologies, surged by 28.8% [6]. Import Trends - General trade accounted for 59.2% of the total foreign trade value, with a growth of 2.7%, while bonded logistics and processing trade accounted for 20.1% and 19.7%, respectively [7]. - Consumer goods imports increased by 3.3%, with notable growth in categories such as passenger cars (48.1%), edible oil (39.5%), and dairy products (20.9%) [7].
从北大荒到钱塘江:“黑土优品・杭向未来”打造长三角农产品破圈之旅
Xin Lang Cai Jing· 2025-06-30 02:48
Core Viewpoint - The "Black Soil Quality Products - Towards the Future in Hangzhou" event aims to promote high-quality agricultural products from Heilongjiang Province to consumers in the Yangtze River Delta region, emphasizing cultural exchange and culinary experiences [1][6]. Group 1: Event Overview - The event took place from June 29 to July 1, organized by Heilongjiang Provincial Agricultural and Rural Affairs Department and other local entities, featuring various culinary experiences and product showcases [1][6]. - It included performances, brand promotions, signing ceremonies, and product displays from various regions, highlighting the unique flavors and cultural significance of Heilongjiang's agricultural products [5][6]. Group 2: Product and Brand Promotion - Heilongjiang's "Black Soil Quality Products" brand is a provincial agricultural public brand, established through a collaborative effort of 19 units since 2022, focusing on quality enhancement and marketing strategies [3][4]. - The brand encompasses a wide range of products, including rice, soybeans, fresh corn, and high-end meats, aiming to resonate with the growing demand for green and organic products in the Yangtze River Delta [3][4]. Group 3: Market Strategy - The event aims to create a "direct supply + channel integration" distribution system, collaborating with local agricultural associations and supply chain companies to enhance market reach [4]. - The Yangtze River Delta, with a population exceeding 230 million and high disposable income, presents a significant market opportunity for "Black Soil Quality Products," aligning with consumer preferences for quality and ecological value [4][5]. Group 4: Consumer Engagement - The event features immersive experiences for consumers, including tasting sessions and cultural displays, to foster brand recognition and appreciation for Heilongjiang's agricultural heritage [5][6]. - E-commerce initiatives are also part of the strategy, with plans to connect with major platforms like Alibaba to enhance online visibility and sales [5].