加强牛肉牛奶消费常识科普，纠正消费认知误区。推广“学生饮用奶”，鼓励有条件的地方通过发放消费券等方式，拉动牛奶消费。Promote the consumption of milk by students, encourage eligible areas to stimulate milk consumption by issuing consumer vouchers, etc.
To help farm households through difficulties, on September 26, the Ministry of Agriculture and Rural Affairs and six other departments jointly issued the "Notice on Promoting the Stable Development of Beef and Dairy Production."
The "Notice" points out that localities should make comprehensive use of new media and traditional channels to promote and showcase the quality and nutritional value of fresh beef and milk, promoting the consumption of beef and dairy.
Strengthen public awareness of beef and dairy consumption knowledge and correct misconceptions. Promote "student milk consumption" and encourage places with conditions to stimulate milk consumption by issuing consumer vouchers and other methods.
The "Notice" points out that localities should make comprehensive use of new media and traditional channels to promote and showcase the quality and nutritional value of fresh beef and milk, promoting the consumption of beef and dairy. Strengthen public awareness of beef and dairy consumption knowledge and correct misconceptions.
Promote the "student milk" consumption, encourage eligible areas to stimulate milk consumption by issuing consumer vouchers and other means.
On the industry side, the current per capita dairy consumption in the country is still far below the global and Asian average levels. The growth of raw milk supply exceeds the growth of demand, leading to an imbalance between supply and demand, which in the short term drives down the retail price of dairy products.
In the future, with the diversification of consumer demand and the continuous optimization and upgrading of the dairy supply structure, the consumption potential of the dairy industry will continue to be unleashed.
Fangzhen Securities' research report pointed out that the weak recovery of dairy product demand is continuing, with a moderate recovery expected in the second half of the year. The dividend from raw milk will continue, bullish on national leading dairy companies and the stable performance of regional dairy companies.
Looking at the medium to long term, China's per capita consumption of dairy products still has considerable room for growth, and the development of categories and regions is uneven. In the medium to long term, demand is expected to continue to grow in the second half of the year. It is expected that the industry demand side will still be in a state of moderate recovery, and the balance between supply and demand for raw milk will take time. Against the background of continuously declining raw milk prices, the industry's gross margin level is expected to have room for improvement.
With better destocking in the first half of the year, it is expected that the leading companies in the industry will narrow their cost allocations in the second half of the year, and are expected to continuously improve their net margin through the improvement of product structure.
