Life data

April 2021 China dairy economic monthly report From Economic observation of dairy industry

The following is the April 2021 China dairy economic monthly report From Economic observation of dairy industry recommended by recordtrend.com. And this article belongs to the classification: Life data.

1、 Overall situation analysis

1. Fresh milk market

The price of fresh milk decreased, the price of corn continued to rise, the increase narrowed, and the price of soybean meal decreased

According to the monitoring data of the Ministry of agriculture and rural areas, the price of fresh milk decreased in March. From the perspective of each week, the price of two weeks decreased month on month, with the monthly average price of 4.28 yuan / kg, a month on month decrease of 0.1%, and a year-on-year increase of 14.0%. The price of the last week was 4.27 yuan / kg, a year-on-year decrease of 0.5%, and a year-on-year increase of 15.4%. The monthly average price of corn was 2.99 yuan / kg, up 1.4% on a month on month basis, and the increase narrowed for two consecutive months, up 40.7% on a year-on-year basis; The monthly average price of soybean meal was 3.79 yuan / kg, down 4.0% month on month and up 15.0% year on year.

2. Dairy processing

In the 1-2 month of 2020, the gross output of dairy products and dairy processing industry increased significantly, compared with the same period last year. The main reason is that the dairy processing industry was affected by COVID-19 last year, and the production and sales both declined and the base was low.

From January to February 2021, the output of liquid milk in China was 4.3841 million tons, with a year-on-year increase of 29.73%

According to the data of the National Bureau of statistics, from January to February 2021, the output of liquid milk in China was 4.3841 million tons, up 29.73% year on year.

From January to February 2021, the output of dry dairy products in China was 295700 tons, with a year-on-year increase of 31.66%

According to the data of the National Bureau of statistics, from January to February 2021, the output of dry dairy products in China was 295700 tons, with a year-on-year increase of 31.66%.

From January to February 2021, the national milk powder output was 163400 tons, with a year-on-year growth of 17.22%

According to the data of the National Bureau of statistics, the national milk powder output in 2021 was 163400 tons, up 17.22% year on year.

From January to February 2021, the sales revenue of national dairy processing industry was 75.188 billion yuan, an increase of 27.97%, and the total profit was 5.247 billion yuan, an increase of 111.50%

According to the data of the National Bureau of statistics, 571 enterprises entered the statistical range from January to February 2021, one less than the data of 2020, of which 175 were loss making enterprises, 50 more than the data of 2020, with a loss ratio of 30.6%; The main business income of dairy enterprises above designated size was 75.188 billion yuan, up 27.97% year on year; The total profit was 5.247 billion yuan, with a year-on-year growth of 111.50% and a sales profit margin of 6.98%, 2.43 percentage points lower than that of 2020.

3. Dairy Enterprise News

Yili, Carrefour and chaoshifa signed the 2021 strategic cooperation plan and strategic cooperation framework agreement respectively, and expanded the production of forage butter in hokittika, New Zealand; Mengniu will build a 10 billion cluster project in Tai’an, Shandong Province to build the only national technical standard innovation base for dairy industry; Guangming dairy plans to raise no more than 1.93 billion yuan, build new dairy farms and other projects, and build 7000 dairy farms in Fuyang, Anhui Province; Several family ranching projects of JUNLEBAO started to start and construct; Red Star Meiling has won the gold medal of mainstream brand infant formula milk powder quality competition for five consecutive years.

4. International market

In the international market, the price of whole milk powder increased first and then decreased, while the price of skimmed milk powder increased

In March 2021, two online auctions of GDT showed that the price index of whole milk powder rose sharply at first, reaching the highest point in nearly seven years, while the second auction index fell, and the price index of skimmed milk powder all rose. Compared with the last auction, in the 279th auction held on March 2, the auction price of skimmed milk powder was US $3302 / T, with a price index increase of 3.5%; The price of whole milk powder was 4364 US dollars / ton, and the price index rose by 21.0%. At the 280th auction held on March 16, the price of skimmed milk powder was $3350 / T, with the price index rising by 0.7%; The price index of whole milk powder decreased by 6.2% to US $4083 per ton.

2、 Milk production

1. Fresh milk market

Figure 2-1 national fresh milk weekly price monitoring by Ministry of agriculture and rural areas

2017.01-2021.03

Table2-1   Ministry of agriculture and rural areas to monitor major dairy producing provinces (regions)

Average price of fresh milk

Determination of reference price of raw and fresh milk trade in the second quarter of 2021 in Heilongjiang Province

According to the requirements of the notice of the general office of Heilongjiang Provincial People’s Government transmitting the opinions of the provincial Price Supervision Bureau and other departments on further improving the management of the purchase and sale price of fresh milk (No, In the second quarter of 2021, the reference price of raw and fresh milk transaction for mechanized milking is determined to be 3.90 yuan / kg, and the minimum price is not less than 3.70 yuan / kg, which is the price settled by dairy enterprises to dairy farmers.

Compared with the previous quarter, Heilongjiang raw milk trading reference price is stable.

Hebei 2021 second quarter raw milk trading reference price 4.03 yuan / kg

On March 30, Hebei Province’s fresh milk price coordination meeting for the second quarter of 2021 held in Shijiazhuang released that the reference price of Hebei Province’s fresh milk in the second quarter of 2021 was 4.03 yuan / kg, and the minimum price was 3.84 yuan / kg. Compared with the previous quarter, the reference price decreased by 0.01 yuan / kg, and the minimum price decreased by 0.04 yuan / kg.

In the first half of 2021, the minimum purchase and protection price of Sichuan fresh milk is 4.86 yuan / kg

The fresh milk price coordination meeting of Sichuan Province in the first half of 2021 was recently held in Chengdu. The heads of Sichuan Provincial Department of agriculture and rural areas, Sichuan Dairy Association, expert representatives, representatives of dairy farmers Committee and representatives of dairy processing enterprises attended the meeting.

According to the sampling survey data of Sichuan pasture cost and the analysis and discussion of fresh milk market, the participants reached a consensus that the minimum purchase and protection price of fresh milk in Sichuan Province from January 1 to June 30, 2021 is 4.86 yuan / kg.

2. Feed materials

Domestic corn prices rose 1.4% in March 2021

According to the monitoring data of the Ministry of agriculture and rural areas, the monthly average price of corn in March 2021 was 2.99 yuan / kg, up 1.4% month on month and 40.7% year on year. The average price of corn in the three provinces of Northeast China was 2.78 yuan / kg, up 0.7% month on month; The main selling price in Guangdong Province was 3.04 yuan / kg, down 0.8% month on month.

Domestic soybean meal price in March 2021 decreased by 4.0% month on month

According to the rural monitoring data of the Ministry of agriculture, the monthly average price of soybean meal in March 2021 was 3.79 yuan / kg, a decrease of 4.0% on a month on month basis and an increase of 15.0% on a year-on-year basis.

3、 Construction of milk source base

1. Large scale ranch construction project

Guangming animal husbandry newly built 7000 head dairy farm in Fuyang, Anhui Province

On March 5, 2021, the signing ceremony of cooperation agreement between Guangming animal husbandry and Funan County People’s Government of Anhui Province was held.

The new Funan dairy farm project is located in Liugou Town, Funan County, Fuyang City, Anhui Province, with a planned total investment of 360 million and a stock of 7000 cows. It is estimated that the cows will be imported in August this year, and the annual output of raw milk will be nearly 40000 tons after delivery.

This cooperation project fully implements the regional integration development strategy of the party and the state in the Yangtze River Delta, responds to the call of the national implementation of the milk industry revitalization action, and aims to build Funan into a high-quality milk supply base in the Yangtze River Delta, and become a model for the sustainable development of the national organic agricultural cycle.

Yonghao Wantou dairy farm project in Alxa Left Banner of Inner Mongolia started with an investment of 400 million yuan

On March 20, the foundation laying ceremony of Wantou dairy farm of Yonghao Technology Development Co., Ltd. in Alxa Left Banner, Inner Mongolia was held in the original feed farm of Shanghai Gacha Xingfu village, Barun bieli Town, Alxa Left Banner. After the completion of the project, Barun bieli town of azuo banner will form a cluster effect with the existing Mengniu factories in Ningxia, accelerating the large-scale development of the whole local dairy industry chain.

It is understood that the construction of this dairy farm will start this year, and the infrastructure construction is planned to be completed within two years. It is estimated that the project investment will reach 400 million yuan in five years, with about 8000 cows and 2000 beef cattle. By then, it is estimated that the annual milk output will reach 40000 tons.

Several family ranching projects of JUNLEBAO started to start and construct

In March, the land of Yanzhao was a busy scene, and JUNLEBAO breeding combined with standardized family ranch Pingshan, Zhengding and other projects successively entered the construction stage.

Since 2019, JUNLEBAO Dairy Group has launched more than 10 standardized family ranching projects of planting and breeding combination in Baixiang, Pingshan, Zhengding, Xingtang, Wuyi and Weixian.

As the first demonstration ranch of JUNLEBAO family ranching project, Junxing ranch in Baixiang has been feeding cattle in May 2020, started to produce milk in July, and realized profit in October of that year.

At present, many family ranching projects of JUNLEBAO are under intensive preparation and construction. The construction of JUNHE ranch in Pingshan has completed 35% of the total engineering quantity, and the construction of Jiacheng ranch in Zhengding has completed 20% of the total engineering quantity, which is expected to be completed in July this year and put into use in August; Xingtang junliyuan animal husbandry, Weixian Junqiang animal husbandry and Wuyi junshengyuan animal husbandry have completed land transfer and project approval, and are going through various filing procedures such as facility agricultural land and environmental impact assessment. This month, the foundation will be laid and the project will enter the construction stage. It is expected that the whole project will be completed in September this year and put into use in October; Another five projects are under negotiation to promote the landing, and it is expected to reach the construction conditions in April. In addition, JUNLEBAO also continued to carry out compliance land screening in Shijiazhuang, Hengshui, Xingtai, Baoding, Cangzhou, Tangshan and other places to prepare for planning more family ranching projects.

“Economic and practical, combination of planting and breeding, technical assistance, intelligent and efficient, ecological and environmental protection, mutual benefit and win-win” is JUNLEBAO’s core positioning for the future development of family ranch. The ranch implements standardized, intensive and intelligent production and management, and implements the “1 + 1 + n” group mode, that is, to build a self built ten thousand head ranch and n family ranches around one factory in one area, so as to realize group promotion and development.

After the completion of the project, it will form a standardized family ranch integrating improved seed breeding and technical services. In the next 2-3 years, a complete set of perfect “planting + breeding” system will be formed in China.

4、 Dairy processing

1. Dairy production

From January to February 2021, the output of liquid milk in China was 4.3841 million tons, with a year-on-year increase of 29.73%

According to the data of the National Bureau of statistics, from January to February 2021, the output of liquid milk in China was 4.3841 million tons, up 29.73% year on year.

From January to February, the top 10 provinces of liquid milk production were all increasing year on year, with a total of 3085100 tons, a year-on-year increase of 28.17%, accounting for 70.37% of the total output of the country. The output of Inner Mongolia was 573100 tons, a year-on-year increase of 20.61%, accounting for 13.07% of the total output of the country, surpassing Hebei and ranking the first in the country.

Table4-1    Liquid milk production in China and major provinces from January to February 2021

Unit: 10000 tons

Note: according to the output statistics of dairy enterprises above Designated Size (with annual sales of 20 million yuan and above), the number of enterprises is different every year.

Figure4-1   Monthly output of liquid milk in China, 2020-2021

Figure4-2   Annual output of liquid milk in China, 2000-2020

From January to February 2021, the output of dry dairy products in China was 295700 tons, a year-on-year increase of 31.66%

According to the data of the National Bureau of statistics, from January to February 2021, the output of dry dairy products in China was 295700 tons, with a year-on-year increase of 31.66%.

From January to February, among the top 10 provinces of dry dairy products output, only Shaanxi’s output decreased year on year. The total output of 10 provinces was 239800 tons, with a year-on-year increase of 29.45%, accounting for 81.11% of the national total output. Heilongjiang’s output was the highest, with 63200 tons, with a year-on-year increase of 9.09%, accounting for 21.37% of the national total output.

Table4-2    Output of dry dairy products in China and major provinces from January to February 2021

Unit: 10000 tons

Note: according to the output statistics of dairy enterprises above Designated Size (with annual sales of 20 million yuan and above), the number of enterprises is different every year.

Figure4-3   Monthly output of dry dairy products in China, 2020-2021

Figure4-4   Annual output of dry dairy products in China, 2000-2020

From January to February 2021, China’s milk powder output was 163400 tons, a year-on-year increase of 17.22%

According to the data of the National Bureau of statistics, the national milk powder output from January to February 2021 was 163400 tons, a year-on-year increase of 17.22%.

From January to February, among the four provinces with milk powder output exceeding 10000 tons, only Shaanxi’s output decreased year-on-year. The total output of the four provinces was 115400 tons, with a year-on-year increase of 13.46%, accounting for 70.63% of the national total output. Heilongjiang’s output was the first, with a year-on-year increase of 11.80%, accounting for 38.08% of the total output.

Table4-3    Milk powder production in China and major provinces from January to February 2021

Unit: 10000 tons

Figure4-5   Monthly production of milk powder in China, 2020-2021

Figure4-6   Annual output of milk powder in China, 2008-2020

2. Economic indicators

From January to February 2021, the sales revenue of national dairy processing industry was 75.188 billion yuan, an increase of 27.97%, and the total profit was 5.247 billion yuan, an increase of 111.50%

According to the data of the National Bureau of statistics, 571 enterprises entered the statistical range from January to February 2021, one less than the data of 2020, of which 175 were loss making enterprises, 50 more than the data of 2020, with a loss ratio of 30.6%.

From January to February, the main business income of dairy enterprises above designated size was 75.188 billion yuan, up 27.97% year on year; The total profit was 5.247 billion yuan, with a year-on-year growth of 111.50% and a sales profit margin of 6.98%, 2.43 percentage points lower than that in 2020.

Table4-4    Economic indicators of national dairy processing industry from January to February 2021

Unit: Units   RMB100mn

3. Key dairy enterprises

Yili Group and Carrefour sign 2021 strategic cooperation plan

On March 18, Yili Group and Carrefour (China) signed the 2021 strategic cooperation plan to seek win-win cooperation.

Yili is Carrefour’s long-term strategic partner, and its leading position in the dairy market continues to consolidate. It is of great significance for Carrefour and Yili to deepen their cooperation. This year, Carrefour will focus on the development of retail cloud, membership stores and other new tracks, and deeply cultivate home business, community group buying and other important scenes, hoping to achieve new sales breakthroughs with Yili.

Since the beginning of this year, as of March, the sales of Yili’s products at Carrefour end have grown gratifying, making a good start for the cooperation in 2021. In the future, Yili hopes to take advantage of Carrefour’s Omni channel advantages to bring more varieties of innovative products to consumers and meet the needs of more Chinese families for dairy products.

It is reported that in 2021, the two sides will carry out in-depth discussions on a number of fist projects, including the first customized theme marketing activity of “Olympic quality, vitality forward” jointly carried out from April to may with the theme of Winter Olympics in China. The activity will realize the first joint operation in the five business divisions of Carrefour system, namely liquid milk, low temperature, milk powder, cold drinks and cheese. And will focus on new products on the market, room temperature dairy customization, one on behalf of the hair, push customers and other projects.

Yili Group and chaoshifa sign 2021 strategic cooperation framework agreement

On March 22, chaoshifa and Yili Group jointly held a business review in 2020 and a business communication meeting in 2021.

In this meeting, the two sides had a detailed sharing of Yili liquid milk, yogurt, ice products, lactic acid bacteria, cheese, milk powder, drinks and other categories, summarized the highlights and pain points in the past cooperation, reviewed the business performance of the stores in 2020 and the first quarter of 2021, and summarized and sorted out the problems existing in the cooperation between the two sides. At the same time, the business objectives for 2021 and catch-up measures for the second quarter were set, and the business departments of Yili Group also responded to the questions raised by the supermarket development one by one, and then the two sides signed the 2021 strategic cooperation framework agreement.

In terms of chaoshifa, it explained the development ideas and direction of chaoshifa in recent years, and put forward the demand for the consumption changes of the market and customers after the epidemic, as well as the online and offline drainage of chaoshifa. The leaders of both sides discussed the next development planning, how to attract customers to the offline stores for consumption, and the multi-channel cooperation between the two sides in the future. Based on the analysis of the data of various categories in recent years, this paper focuses on the growth trend of fresh milk, and puts forward various forms of drainage schemes, such as offline sales of milk cards, scanning code to store, and so on.

Yili New Zealand hokittika plant’s annual production capacity of forage butter will reach 42000 tons

According to the news of Yili Group on March 26, recently, Yili Group officially launched the “Goldrush” project to comprehensively upgrade the Westland hokittika factory located on the west coast of New Zealand, and greatly increase the output of the high-quality grass butter brand westgold. It is estimated that after the completion of the project, the annual capacity of the plant will reach 42000 tons, doubling the capacity scale.

Mengniu Group will build 10 billion cluster project in Tai’an, Shandong Province

On March 1, Zhang Tao, deputy secretary and mayor of Tai’an City, Shandong Province, met with Lu Minfang, President of Mengniu Dairy, and his party, who came to visit. He welcomed Mengniu Group to increase its investment in Thailand and achieve win-win development for both sides.

Lu Minfang briefly introduced the strategic plan to promote the reconstruction of a new Mengniu in 2025. Relying on the supply chain, he will implement the 10 billion yuan cluster project of the whole industrial chain of “planting, breeding and distribution” in Tai’an, build the whole dairy industry chain around the core factory, milk source base and supporting industries, and realize the output value of the industrial cluster exceeding 10 billion yuan.

Foreign shareholder Danone of Mengniu said it would consider reducing its shares in Mengniu

On March 1, Mengniu announced that Danone had reached an agreement with COFCO dairy investment to convert the company’s equity indirectly held by Danone through COFCO dairy investment into the company’s equity directly held by Danone. The above conversion is subject to regulatory approval. Once completed, Danone expects to hold about 9.82% of the company’s direct equity, while COFCO dairy’s equity investment in the company will be reduced to about 21.43%. The board was informed that Danone was considering reducing its shareholding in the company in the next step.

Mengniu said that under the existing strategic shareholder structure, its business development and established strategy will not be affected. COFCO will remain the largest shareholder of Mengniu and firmly support the management and team of Mengniu. “In the future, Mengniu will more efficiently implement its development strategy in the next five years and achieve the goal of” building a new Mengniu “in 2025.”.

Mengniu builds the only national technical standard innovation base of dairy industry and sets up the innovation benchmark

A few days ago, Inner Mongolia Mengniu Dairy (Group) Co., Ltd. has completed the task of preparing for the construction of the national technical standard innovation base (dairy), passed the acceptance, and was approved by the National Standardization Management Committee.

This is the only technical standard innovation base in China’s dairy industry, marking the official opening of a new era in which innovative technologies are transformed into industry development standards and high-quality development is supported by high dairy standards.

The dairy innovation base is composed of more than 90 co construction units including scientific research institutes, industry organizations, colleges and universities, dairy enterprises and animal husbandry companies, and industry chain partners. It has five sub bases: quality milk production base, intelligent manufacturing application base, dairy technology research and development base, detection technology research and development base, and standardization service base, Among them, the quality milk production base is the regional service and promotion platform of national dairy farming standardization approved by the National Standardization Management Committee.

At this stage, the dairy innovation base has established a perfect operation mechanism and has the conditions and ability to operate stably. It will further mobilize the relevant parties in the industry and continuously promote the innovation of system and mechanism and the optimization of standard system.

Bright Dairy plans to raise no more than 1.93 billion yuan to invest in new dairy farms and other projects

On March 16, the board of directors of Bright Dairy held a meeting to examine and approve the relevant proposal on the company’s non-public offering of a shares. The company plans to apply for raising funds through non-public issuance of a shares, with a scale of no more than 1.930 billion yuan.

It is reported that the object of this non-public offering is no more than 35 specific investors, including the controlling shareholder bright food (Group) Co., Ltd. Among them, bright food plans to subscribe for 51.73% of the actual number of A-shares issued in this non-public offering, and the remaining shares will be subscribed by other issuers in cash.

According to the announcement, of the 1.930 billion yuan to be raised by Guangming dairy, 1.355 billion yuan will be used for pasture projects, including 12000 new dairy farm demonstration project in Suixi, Huaibei, 10000 new dairy farm demonstration project in Zhongwei, 7000 new dairy farm demonstration project in Funan, 2000 new dairy farm demonstration project in hachuan phase II, 10000 new dairy farm demonstration project in Zhongwei, 7000 new dairy farm demonstration project in Funan and 2000 new dairy farm demonstration project in hachuan phase II National Dairy core breeding farm (Jinshan dairy farm) reconstruction and expansion project; 575 million yuan will be used to supplement the company’s working capital.

Guangming dairy said that the implementation sites of the project are close to the company’s production bases, and the raw milk supply covers the daily production needs of the company’s East China Central factory, Wuhan processing factory, Chengdu processing factory, Jingyang processing factory, Zhengzhou factory, Nanjing processing factory and Sheyang factory, It can effectively shorten the delivery time of raw milk to the factory for production and processing, meet the growing market demand for low-temperature milk and the supply demand of other high-end dairy raw materials, and provide guarantee for further strengthening the company’s main business.

Red Star Meiling won the gold medal of mainstream brand infant formula milk powder quality competition for 5 consecutive years

On March 25, the 8th meeting of the 6th Council of China Dairy Association and the 2021 China dairy economic operation conference, held by China Dairy Industry Association, was solemnly held in Nanjing. At the meeting, the outstanding brands in the 2020 “mainstream brand infant formula milk powder quality competition” were commended. Red Star Meiling infant formula milk powder won the “Quality Gold Award” again, which is five times in a row after 2016, 2017, 2018 and 2019.

Read more: July 2019 China dairy economic monthly report dairy economic observation: January 2021 China dairy economic monthly report October 2020 China dairy economic monthly report November 2020 China dairy economic monthly report dairy economic observation: May 2020 China dairy economic monthly report dairy economic observation: March 2020 China dairy trade monthly report 2019 China dairy economic situation review and 2020 prospects CBN Data: why do we love wonder woman more? Cidg: 2020 global digital talent development WTW: 2017 global welfare survey report (attached with download) yuanzhuo: China Daily Chemical consumer goods industry insight (attached with download) 60 square meter housing cost wealth Quality Research Institute of world cities: China tax exemption report in 2013 people’s Bank of China: questionnaire survey report of urban depositors in the first quarter of 2019 Caixin Media & BBD: Yili consumption upgrade in May 2018 Index report (with download)

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