China’s Baby Boom Fuels Dairy & Biotech Growth
China’s birth rate subsidies, once dismissed as a stopgap measure, are now catalyzing a seismic shift in global markets. With infant formula consumption surging and policy tailwinds driving demand for premium ingredients like human milk oligosaccharides (HMOs), strategic investors are eyeing two sectors: European biotech firms with HMO production patents and undervalued Chinese dairy stocks […]
China’s Appetite for Dairy Imports Continues to Cool
Demand for dairy has been falling in China for some time as the country tries to meet more of its demand internally, but a push to become self-sufficient is only part of the story, according to Betty Berning, analyst with the Daily Dairy Report. “Ongoing economic headwinds, including those related to real estate and weak consumer […]
China’s Dairy Rise Praised, IDF Backs EU Collaboration
At the 2025 Global Dairy Congress held in Amsterdam, China’s Yili Group reinforced its position as a global dairy powerhouse by winning major awards across multiple categories. Securing top honors in Intolerance‑Friendly Innovation, Ice Cream, Artisan Dairy, and CSR/Sustainability, Yili stood out among 177 entries spanning 20 award categories—marking its sixth consecutive year of major […]
Navigating China’s Oversupply: Growth Strategies in Dairy
After nearly 30 years of dynamic development, China’s dairy sector has emerged as the world’s second-largest. According to NielsenIQ, however, this juggernaut now faces a critical juncture: production has surged while per‑capita consumption lags behind. Between 2018 and 2024, raw milk output jumped 31.6%, while productivity per cow improved 11.7%. Yet in the same period, per‑capita […]
Trendy products driving dairy purchases in China
Chinese consumers are no longer satisfied with simply drinking more milk, and they are focusing on better quality dairy items. The popularity of trendy dairy products such as milk tea and yogurt ice cream has contributed to the overall growth of dairy product consumption, according to a new report. Chinese consumers have changed from passive […]
China’s Milk Output Falls Amid Shifting Consumer Tastes
China’s dairy industry is experiencing its first production decline in five years, with liquid milk output dropping 2.8% to 27.4 million tons in 2024. Total dairy product output also fell by 1.9% to 29.6 million tons, marking a significant shift from the previous years’ growth trends. This downturn is attributed to evolving consumer preferences and […]
China has banned reconstituted milk in sterilized milk
China has officially banned the use of reconstituted milk in the production of sterilized milk under the latest revision of its national food safety standards, aiming to enhance dairy product quality and support the development of the domestic dairy industry. The revision, among 50 new standards and nine amendments issued concerning national food safety, will […]
China’s demand for milk powders picks up
China continues to cut back on its purchases of milk powders in the global market, a worrying sign for dairy-exporting countries, especially Oceania. However, a shift in the type of dairy products that China continues to purchase could be good news for U.S. dairy exporters if trade wars don’t erupt under the new Trump administration. […]
Yili pours innovation into bottled tea
In July 2023, Yili Group’s brand Inikin launched a bottled tea product featuring an innovative twist-cap design. This unique cap keeps the tea leaves separate from the water, ensuring maximum freshness and making freshly brewed, sugar-free tea a reality. According to Yili’s financial reports, the company achieved revenue of RMB 88.733 billion (USD 12.4 billion) […]
China’s milk oversupply to persist in first half of 2025
China’s milk supply will continue to be in excess in the first half of 2025, but will normalise in the second half of the year following efforts to regulate production, the agriculture ministry said in a statement on Friday. The world’s third largest milk producer is awash with unwanted milk as falling birth rates and cost-conscious consumers […]