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外资乳企布局功能营养领域 本土企业深加工产品不断发展
Zhong Guo Jing Ying Bao· 2025-11-10 14:29
Core Insights - The eighth China International Import Expo (CIIE) showcased the competition between foreign and domestic dairy companies, particularly in the functional nutrition sector, with domestic companies increasingly replacing imported brands in the market [1][3] Group 1: Functional Nutrition Products - Foreign companies like Nestlé, Wyeth, and Danone presented specialized nutrition solutions for infants and adults, highlighting products such as Nestlé's tailored infant formula and Danone's series for elderly gut health and cancer patients [2][3] - The functional nutrition segment is seeing significant growth, particularly among middle-aged and elderly consumers, with the Chinese silver economy projected to reach a market size of 20 trillion yuan by 2027, growing from 12 trillion yuan in 2023 [2] Group 2: Domestic Dairy Product Development - Domestic dairy companies are focusing on deep processing products, with brands like Yili and Miaokelando showcasing innovations in cream and cheese, indicating a shift towards higher value-added products [3][4] - Yili's butter production capacity has doubled to 42,000 tons, making it a significant player in the international market, while Miaokelando reported a 14.85% growth in its cheese business [3][4] Group 3: Market Trends and Future Outlook - The CIIE highlighted that 70%-80% of participating companies were foreign, emphasizing the dominance of imported infant formula and functional nutrition products in cross-border e-commerce [3] - The rapid development of domestic deep processing industries is allowing local products to capture market share from imports, supported by favorable policies aimed at expanding domestic demand and improving health management [4][5]