（文章来源：证券日报） 证券日报网讯阳光乳业8月18日在互动平台回答投资者提问时表示，公司是中国学生奶生产企业，取得 中国学生饮用奶标志许可使用证书，目前公司有儿童成长牛奶、优品益智多等多个适合儿童消费的系列 产品以及学生饮用奶等产品。 ...

Core Viewpoint - The Chinese government, through ten departments including the Ministry of Agriculture and Rural Affairs, has launched a comprehensive plan to promote agricultural product consumption, focusing on enhancing supply, circulation, and market demand for high-quality agricultural products [1] Supply Side Optimization - Since the 14th Five-Year Plan, 36,000 new certifications for green, organic, and specialty agricultural products have been issued, a 70% increase compared to the end of the 13th Five-Year Plan, covering various categories such as grains, meat, and vegetables [2] - The plan emphasizes innovation in food technology, supporting collaborations between food companies and research institutions to develop new food ingredients [2] - Consumer trends indicate a growing demand for quality and personalized agricultural products, leading to initiatives aimed at enhancing the supply of high-quality products and developing convenient, nutritious options for younger consumers [2] Market Activation Measures - The plan promotes health-oriented consumption, encouraging the inclusion of soy products and high-quality milk in institutions like nursing homes and schools, and aims to improve nutritional standards for students [3][4] - Current per capita consumption of dairy in China is 40.5 kg, significantly below the recommended range of 110 to 183 kg, indicating substantial growth potential in this area [3] - A national nutrition development outline for 2025-2030 will be issued to promote increased consumption of soy and dairy products [3] Circulation Channel Innovation - The plan proposes a dual-track strategy for online and offline sales, including initiatives like the "China Farmers' Harvest Festival" to boost agricultural product sales [7] - The national online retail sales of agricultural products are projected to grow by 15.8% in 2024 [7] - Significant progress has been made in building cold chain logistics networks for agricultural products, with over 98 million cubic meters of new cold storage capacity added [8] Financial and Fiscal Support - The plan outlines financial support measures for modern agricultural projects, focusing on post-harvest processes like storage and marketing [9] - Financial institutions are encouraged to innovate in financing models to support cold chain logistics and agricultural marketing [9] - From 2021 to 2024, over 420 billion yuan worth of agricultural products from western regions have been sold through collaborative efforts, enhancing both farmer income and consumer access to diverse products [9] Future Directions - The plan is seen as a crucial tool for promoting agricultural consumption, with initiatives aimed at mobilizing private enterprises and social organizations to enhance agricultural product procurement and sales [10]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs is promoting healthy dietary habits and increasing the consumption of nutritious agricultural products among urban and rural residents, shifting focus from merely filling stomachs to ensuring nutritional health [1][2]. Group 1: Promotion of Healthy Diet - The Ministry will collaborate with relevant departments to enhance public awareness of healthy eating through campaigns focused on reducing oil intake, increasing soybean and dairy consumption, and promoting the intake of vegetables, fruits, whole grains, and seafood [1][2]. - The "Implementation Plan for Promoting Agricultural Product Consumption" emphasizes the need for a balanced diet, as current data indicates that while the total intake of carbohydrates, fats, and proteins meets standards, nutritional imbalance remains common [1]. Group 2: Targeted Initiatives - The Ministry plans to develop and promote nutritional recipes, particularly targeting student groups, to optimize meal plans and encourage the consumption of high-quality protein and dietary fiber [2]. - There will be a focus on integrating food nutrition education into health education curricula and improving nutrition in rural compulsory education meal programs [2].

Core Viewpoint - The Ministry of Agriculture and Rural Affairs of China is promoting agricultural product consumption through nutrition and health initiatives, focusing on enhancing public services and health education [1] Group 1: Nutritional Health Promotion - The Ministry plans to develop and promote nutritional health recipes, emphasizing the consumption of high-quality proteins and dietary fiber-rich foods [1] - A specific implementation plan targets student groups, aiming to scientifically determine meal plans and optimize nutritional配餐 [1] - The initiative encourages the inclusion of products like soy products and high-quality soy milk in children's welfare institutions and promotes the expansion of milk consumption among students [1] Group 2: Health Consumption Awareness - The Ministry will collaborate with relevant departments to advance health consumption awareness through campaigns on "healthy eating and reasonable diet" [1] - Campaigns will focus on reducing oil intake, increasing bean and milk consumption, and promoting the intake of vegetables, fruits, whole grains, and seafood [1] - The initiative aims to guide urban and rural residents in adjusting their dietary habits and food structures, ensuring they can make informed and healthy food choices [1]

Core Points - The "National Student Milk Program" has been implemented for 25 years, with a total production of 100.1 million tons and a total output value of 8.37 billion yuan for the 2024 academic year, covering 101,770 schools across 31 provinces [1][2] - The program aims to improve nutrition and calcium intake among students, with a daily supply of 26.72 million servings in 2024, a significant increase from 500,000 servings in 2001 [2][3] - The program has been integrated with other initiatives, such as the "Nutrition Improvement Program for Rural Compulsory Education Students," to enhance its effectiveness [1][6] Industry Overview - The program is supported by 176 licensed dairy companies, with a total daily processing capacity of 9.4 tons, and the production includes various types of milk products [5] - The "Student Milk" products include pure milk, sterilized milk, pasteurized milk, and fermented milk, with pure milk accounting for 63,000 tons and a value of 5.23 billion yuan in 2024 [5] - The program has faced challenges such as insufficient coverage and varying implementation across regions, prompting calls for a more systematic promotion mechanism [6][7] Health Impact - The intervention has shown positive effects on students' growth, with a height increase of 2 cm in the milk-drinking group compared to the control group, and a reduction in the rate of underweight students by 4.8 percentage points [3] - Nutritional deficiencies persist among children, with about 5% suffering from anemia and 40%-50% having vitamin D deficiency, highlighting the importance of the program [3] Global Context - Globally, 161 countries have school meal programs, with over 2.1 billion children benefiting from milk and dairy products in school feeding initiatives [4]

Core Viewpoint - The event on May 20, 2023, highlighted the importance of student nutrition and safety in schools, with a focus on promoting high-quality milk products for students, showcasing the commitment of dairy companies like Deyi Dairy to ensure safe and nutritious milk supply [1][3][4]. Group 1: Event Overview - The 36th "China Student Nutrition Day" event was held in Laixi City, Qingdao, with over 300 attendees, including government officials, dairy company representatives, and educators [1][3]. - Deyi Dairy was recognized as the 2024 benchmark demonstration enterprise for student milk promotion, while other companies like Mengniu and Yili were awarded as the top ten enterprises [1][7]. Group 2: Government and Industry Support - The Laixi City government emphasized the importance of supporting dairy companies and schools to ensure stable milk supply for students [3]. - Deyi Dairy's chairman committed to using 100% self-controlled raw materials for student milk and enhancing safety measures through smart standard milk room systems [3][10]. Group 3: Industry Standards and Innovations - The event featured discussions on policies and industry standards for student milk, with Deyi Dairy presenting its innovative "three-in-one" model for nutrition education and standardized milk room construction [4][10]. - Deyi Dairy, along with other leading dairy companies, issued the "Qingdao Declaration" to ensure high safety standards in milk production [4][5]. Group 4: Quality Assurance and Community Impact - Deyi Dairy has been a key player in providing low-temperature student milk since obtaining production qualifications in 2018, becoming the largest supplier in Shandong Province [10][12]. - The company emphasizes quality through superior raw materials, advanced production facilities, and a commitment to community welfare and rural revitalization [10][12].

Core Viewpoint - The event on May 20, marking the 36th "China Student Nutrition Day," highlighted the importance of student milk consumption and recognized leading companies in the sector, with De Yi Dairy being awarded as a benchmark enterprise for 2024 [1][8]. Group 1: Event Overview - The event was hosted by the Shandong Provincial Animal Husbandry Association Dairy Branch and De Yi Dairy, focusing on promoting healthy milk consumption in schools [1]. - The government of Laixi City has been providing free milk to high school students for four consecutive years, benefiting nearly 16,000 students [1]. - Laixi City aims to continue supporting dairy companies in enhancing school-enterprise cooperation for stable milk supply [1]. Group 2: Company Highlights - De Yi Dairy's chairman emphasized the company's commitment to quality and safety, stating that their milk contains 3.5% protein and meets stringent EU standards [4]. - The company has invested billions in a low-temperature intelligent factory with a daily production capacity of 500 tons, positioning itself as a leader in the industry [4]. - De Yi Dairy has established a comprehensive quality control system with 138 testing procedures, setting a quality benchmark for Shandong's dairy industry [4]. Group 3: Industry Impact - Shandong Province supplies over 80,000 tons of student milk annually, benefiting more than 900,000 students, making it a leader in national student milk supply [5]. - The integration of production, processing, and marketing in the dairy sector has improved milk quality and nutritional value for students [5]. - The provincial government plans to enhance product quality and regulatory measures to ensure safe milk consumption in schools [5]. Group 4: Future Initiatives - De Yi Dairy aims to expand its reach by promoting its low-temperature milk products through educational initiatives and partnerships with schools [11]. - The company is committed to maintaining a cold chain logistics system to ensure the safety and quality of its products [11]. - The event concluded with a declaration from multiple dairy companies, pledging to provide safe and nutritious milk for children and adolescents [8][9].