文 | 红餐供应链指南 一纸公文，让全球牛肉贸易商、中国养殖户和无数餐饮老板同时屏住了呼吸。 几天前，商务部发布公告，决定以"国别配额及配额外加征关税"的形式对进口牛肉采取保障措施，自2026年1月1日起实施，为期三年。按照新规，超出配 额的进口牛肉将在现行适用关税税率基础上加征55%。 这意味着，占据中国牛肉消费三成份额的进口牛肉，将告别"无限量供应"时代，也预示着一个新的、更复杂、也更分层的牛肉市场，或将加速形成。 贸易商抢购，进口牛肉价格涨起来了！ 在上海从事牛肉贸易业务的李晓（化名）在跟红餐供应链指南交流时讲到，自己公司主要进口巴西牛肉，目前对外出售的这些进口牛肉价格已经上涨，1 月才过去几天，一斤价格已经涨了2、3块钱。 另据"中国新闻周刊"的报道，政策发布后，国内进口商争相"建仓"抢购，不少贸易商的联络清单从往常的两三家海外工厂，扩展到十几家，都想在配额用 光前尽快上车。 贸易商的紧张不是没有理由的。根据国别配额分配，2026年，巴西以110.6万吨居首，阿根廷、乌拉圭分别获得51.1万吨和32.4万吨，澳大利亚和新西兰各 约20万吨，合计约268.8万吨。 | 配额数量及加征关税税率表 | | ...

Investment Rating - The report does not explicitly state an investment rating for the beef snack industry Core Insights - The beef snack industry is experiencing significant growth driven by increasing consumer health awareness and dietary structure optimization, with the market expected to reach CNY 26.67 billion by 2024 and CNY 30.7 billion by 2029, reflecting a compound annual growth rate of 2.86% [8][9] - The industry has evolved through four stages: industrialization, standardization, rapid development, and maturity, with current trends focusing on health, gifting, and scenario-based consumption [7][26] - The market is characterized by high competition, with leading brands leveraging quality beef sourcing and innovative production techniques to capture market share [14][15] Market Background - The beef snack industry primarily uses beef as the main ingredient, processed through various methods to create protein-rich, convenient snacks that cater to diverse consumer preferences [5][6] - The industry has seen a shift towards healthier, low-sugar, and low-sodium products, with over 40% of offerings meeting these criteria [7] Market Status Market Size - The market size for beef snacks in China is projected to reach CNY 26.67 billion in 2024, driven by a growing demand for high-protein, low-fat products [8] - Per capita beef consumption in China reached 7.04 kg in 2022, a 53.7% increase from 2012, indicating a shift in meat consumption patterns [8] Market Supply and Demand - Producers are increasingly focusing on cultural elements in branding and packaging to differentiate their products in a competitive market [9] - The number of retail snack stores in China has surged from 13,000 in 2022 to 22,000 in 2023, with projections of reaching 45,000 by 2025, indicating robust market growth [11] Market Competition Market Assessment Dimensions - Key competitive factors include raw material selection, processing technology, brand recognition, and channel penetration [12][13] - Leading brands are utilizing advanced production techniques and maintaining stable supply chains to enhance profitability [13] Market Competition Landscape - The beef snack market is highly concentrated, with top companies like 科尔沁 leveraging superior beef sourcing to maintain a competitive edge [14] - Future growth for leading brands will be driven by effective channel management and market positioning [15] Top Brand Recommendations - Notable brands include 张飞牛肉, 科尔沁, and 蒙都, each with unique technological innovations and market strategies that cater to consumer preferences [16][17][18] Development Trends - The beef snack industry is expected to evolve towards diversification and premiumization, with products increasingly tailored for specific consumption scenarios [26] - Online sales channels are projected to contribute over 55% of market growth, while offline experiences are also expanding [26]