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乳企加速抢滩B端市场
东京烘焙职业人· 2025-09-07 08:32
Core Viewpoint - The domestic liquid milk market has seen a significant slowdown in growth over the past five years, becoming a burden for major dairy companies, while solid dairy products like cheese and butter are experiencing rapid growth driven by the B-end food service sector [8][9]. Market Overview - The B-end dairy product market in China is projected to exceed 40 billion yuan by 2024, with expectations to reach 70.3 billion yuan by 2028 [8]. - The B-end market, particularly for high-end dairy products, has been dominated by international brands, with domestic production accounting for less than 30% [9]. Industry Dynamics - The demand for solid dairy products is increasing in various sectors such as baking, coffee, and tea, with the B-end coffee segment expected to generate 26.5 billion yuan for the dairy industry by 2025 [12]. - The rapid growth of new consumption trends has expanded the usage scenarios for dairy products, prompting domestic dairy companies to intensify their focus on the B-end market [12][15]. Competitive Landscape - Major dairy companies like Mengniu and Yili are actively entering the B-end market, establishing partnerships with various food service companies [13][14]. - The B-end market still has over 70% of its share held by imported dairy companies, indicating a significant opportunity for domestic players, but also highlighting the complexities of competition [17]. Challenges and Opportunities - Domestic dairy companies face challenges in transitioning from a consumer-focused (C-end) strategy to a solution-oriented (B-end) approach, requiring a deep understanding of customer needs and rapid response capabilities [18]. - There are technical gaps in product customization and high-end dairy product offerings, which pose significant barriers to entry in the B-end market [19]. Strategic Recommendations - To succeed in the B-end market, dairy companies need to break away from traditional C-end thinking and develop dedicated R&D, supply chain, and service systems for B-end products [20]. - A comprehensive upgrade in thinking, capabilities, and technical strength is essential for domestic dairy companies to compete effectively against imported brands in the B-end market [20].