International milk prices rose by 20%, foreign milk powder imports surged 80%

What China buys on the international market rises, and this statement has been fulfilled in the dairy industry: Funds have launched a "bullyin" on milk this month. The reporter found that almost all infant formulas this year are sipping "yang milk source", including Sanyuan, Wahaha and other domestic manufacturers.

After experiencing the news of "hormone milk powder" and "melamine milk powder" returning to domestic consumers' confidence in milk powder, the foreign milk powder seems to have gained support. In the recently concluded auction, international milk prices have risen nearly 20%.

Wind direction: milk powder imports soared 80%

Recently, in the Global Dairy Products “GlobalDairyTrade” system, on the evening of September 15, the average average full-off-fat milk powder price was US$3,602 per ton. In August, the price was only US$2,974 per ton. Up to 21%.

International skimmed milk powder auction prices also hit a new quarterly high, reaching US$3,229 per ton. Although the 58.80 million tons of dairy products that were auctioned in September were similar in quantity to the previous month, the number of bidders who can participate in the competition reached 278, which exceeded the sum of July and August. The heat of funds “grabbing milk” hit the highest this year.

Many of the milk powder photographed was continuously shipped to China. According to a statistics data obtained exclusively from the Huangpu Customs in the newspaper, in the first eight months of this year, the import volume of milk powder in the Huangpu Customs District was 25,700 tons, an increase of 83% over the same period of last year, and the average import price reached 3,237 USD per ton, or 34%. %.

Survey: Foreign milk powder by upgrading formula prices

Recently, reporters saw major price increases in Guangzhou milk powder did not stop, the method is changed from "naked up" in disguise, such as a foreign milk powder rose from 200 yuan to 220 yuan, the reason is to upgrade the formula, so that consumers are more likely accept.

"Everyone's mentality is to spend more than tens of dollars and to buy imports." A contact person from New Zealand-imported powdered milk business Xinyi told this reporter. The Wyeth, Abbott, Mead Johnson and other milk powders, which were sold for only between 180 and 190 yuan per can a year, have risen to 230 yuan per can. On the other side of the mall, several domestically produced milk powder hit a “buy 3 get 1 free” promotional slogan, but it was not very lively.

Analysis: Milk Safety Events Hit Consumer Confidence

Huangpu Customs official said in a report to this newspaper that the reason why the import volume price of milk powder has soared is that the domestic milk powder safety incident has constantly cracked down on consumer confidence in domestically produced milk powder. According to the analysis of the Customs report, the price of milk powder at home and abroad allows the foreign milk powder to drive straight into the domestic milk enterprise's living space. According to the data, the cost per ton of domestically-produced milk raw milk in the second week of July reached 23,000 yuan, which is 1,000 yuan higher than the price of imported milk powder.

“The top 20 international milk companies have all entered China.” The report said that when the foreign milk powder was firmly established in the milk powder market, it had to march into second and third-tier cities.