The last month 2019, meng Niu announced to finish pair of Australia shellfish rummy buy, immediately casts an ask a price to plan again Australia look forward to of a breast brings into commercial domain, be in Yi Li, Meng Niu is respective for double one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two targets and when capital of open whole world buys a competition, the United States' biggest low temperature suckles a supplier enlighten favour food however because last deficit, go bankrupt close down.
Of sigh, investigate its have a lot of complex influencing factor to exist rear, from microcosmic in light of, population consumes the change of the change of the trend and retail environment, controlled the development space of lacteal look forward to; But the put consumption at two countries looks under cycle, the consumptive environment that the milkings city place of Sino-US two countries faces is different, the consumptive ability of the crowd is endless also and identical, interesting phenomenal backside has its hurried to become factor to unscramble necessarily.
Why does one elder brother meet American breast look forward to flat?People thinks generally, a when consume a domain as food, dairy produce is considered as one of main source of human protein for a time, its fight periodic feature, bring so that countless entrepreneur struggle for it, but the rich diversity of the change as people diet structure and healthy concept and protein origin, dairy produce is pounded in the absolutely dominant position of dietetics top already.
An apparent show is, american people is in all the time to milk consumption drop.
Data of American Ministry of Agriculture shows, since 1975, the consumption of sale of liquid state grandma and milk of American average per capita all presents a downtrend. 1975, liquid state of American average per capita suckles consumption to be 247 pounds, this number decreased 2017 to 149 pounds, consumption of grandma of liquid state of American average per capita drops nearly 40% , almost cutting sb in two at the waist.
The amount that the fall of consumer demand also caused American ox field is decreasing. According to the data of American Ministry of Agriculture, 2017, complete beauty has field of more than 40119 oxen; Arrived 2018, the amount decreases reach 37468. In a year of short time, bovine field amount decreased 2000 many.
People decreases to what milk consumes and do not mean what people reduced pair of protein to absorb, new lifestyle dominant the change of people diet structure, the substitute of milk, protein of such as vegetable begins to be chased after hold in both hands.
One comes from Food&The report of Beverage magazine shows, in the past among a year, among the topic of food drink domain, people is right the discussion of plant radical concept contributed the discharge of 20% almost, people is commenting plant radical while, also be in consume plant radical product, the consumption that this gives traditional liquid state the milk on certain level brought not little impact.
Nielsen investigates data to show, end October 2019 portion, plant radical beverage is added fast swift and violent, sales volume of oaten on American market grandma rises considerably nearly 50% , under photograph comparing, amplitude of sales volume of whole of plant grandma market is only 9% , this among them the amplitude of almond breast sales volume with market highest share is 11% .
In this round consumption changes among agitation, the American breast trade that is engaged in producing microtherm to suckle be the first to be affected of one Ge Dien food, be defeated below blast come.
Milk is main sale channel is shopkeeper, to advocate battalion low temperature suckles enlighten for favour food, more rely on shopkeeper, but spend taller United States centrally in shopkeeper, shopkeeper has speech right more.
To raise profit margin, large shopkeeper develops own brand in succession, with the industry technology camp such as food drink and commodity difference of tall, consumption feels maturity of low, market small product is given priority to. No matter be channel or price, traditional grandma look forward to places on a par very hard with retail tycoon. Below this kind of circumstance, enlighten the acting plant that favour food can reduce shopkeeper only.
Worse is, for better control cost, 2017, begin to build milk cow plant oneself in succession like the retail tycoon such as Woerma, Keluoge, quite major sale is reaved in hand of Cong Dien food, this Rangdien food foreground, become more dim.
If say the processing factory of shopkeeper is built oneself, cut off enlighten the main income source of favour food, so last straw that collapses a company is its product itself.
Enlighten favour food basically produces microtherm milk. Microtherm grandma uses microtherm sterilization technology, in exterminate pathogenic bacteria while, retained nutrition and zest adequately, but the cost that also means microtherm grandma is higher, because need a manufacturer to throw a large number of capital to build cold chain system and milk plant, this also explained why the card of microtherm milk products of domestic great majority is regional, and rather than is national.
In addition, from the point of industrial catenary layout, the government can be opposite the United States to suckle limitative lowest to buy price formerly, enlighten favour food does not have bargain right completely to the price of upriver milk products, raw milk price is fluctuant and ceaseless, bring about company cost to cannot accuse.
And since this year, as liquid state the grandma buys the price to go tall ceaselessly, lose bargain power to upper reaches, lose speech power to downstream shopkeeper enlighten favour food, it is under two sides converging attack, be heavily in debt, endowment not pay a debt in kind or by labour.
Big spending tide already came, china breeds look forward to rises abruptlyWatch China instead the market level 2019, from liquor shoot up to serve kind of Internet platform market prise to soare to the life such as beautiful group all the way, arrive again hot pork concept violent wind rises, big spending becomes the investment subject with the most outstanding this year performance on field of A stock market undoubtedly.
Wind data shows, up to November, drink of animal husbandry, food rose respectively inside year 87% , 61% , it is to consume a women of the new society that opened field of A stock market almost.
Though be in the United States, the plant suckles a new force suddenly rises, but from the point of global eye shot, the position of milk still cannot shake, euromonitor data shows, milk market still has the market of near 120 billion dollar in market dimensions of the whole world this year, and the market dimensions of global milk substitute still is not worth 20 billion dollar.
Under the big spending tide that is in China, dairy produce is instantly China consumption upgrades the consumptive class that growth value has most in the process.
From the point of demand side, 2018, total volume of retail sales of Chinese society consumable and United States the data 2017 keeps balance almost, turnover of consumable of society of average per capita is 4150 dollars about, individuation, character is changed, diversification consumption period comes, the occurrence of the new spending such as drink of of all kinds and new-style tea, in pull change national economy total value 3 drive carriage -- below investment and the situation that commerce rises stall, consumptive domain greets growth to carry fast period.
From the point of the supply side of the market, the abidance as Chinese milk industry is integrated, the small-sized cattle farm that is not worth 300 the amount drops quickly already, drop from about 114 thousand of 2011 56 thousand of 2018. In addition, milk buys the promotion of the price to will make grandma farming regression breed, after dropping 3 years continuously, predict 2019, chinese milk output predicts to will achieve 31.5 million tons, grow 2 ％ compared to the same period.
But homebred milkings cannot satisfy home market to furnish far, because China is not of milk advocate produce a country, the whole world has 4 big liquid state to suckle advocate produce a country -- country of Argentine, European Union, Australia and United States, among them, australian liquid state suckles exit to basically face China, be the great demand because of Chinese market, grandma of Australian liquid state came 2013 between 2017, maintained average and annual of 18 ％ add fast.
The two Gemini star of Chinese milk industry -- Meng Niu and Yi Li, from distribution side of future, yili and unconscious ox are accelerating internationalization process to reach extend diversity business.
Yi Li built lacteal employment base in New Zealand and other places last year, in addition, still bought Thailand mainland Chomthana of the biggest ice-cream company, with the whole world 34 countries are mixed area and enclothe Yuan Fucai makings, product to pack, many 700 supplier of the many industries such as intelligent equipment builds cooperative relation to wait.
As a whole, be in in the near future inside, change conformity as dimensions, domestic breast look forward to still can enter a new fast growth period, but undeniable is, american liquid state suckles the market to go up, as milk substitute grow in quantity, maigre culture arisen, and the integrated element of the problem such as friendly sex and animal welfare affects the environment, the consequence of traditional milk is in type is small, two markets appear fire giving ice the backside of double day picture, the metabolic trend of milkings market is worth while however and thoughtful.
