Soaring cost to challenge food giants to buy high-profit yogurt industry

In the rising of raw materials, a rise in the price of the sound, some milk companies outside the formula also began to catch up with this wave terminal trend. Mengniu, Yili, bright, ternary and other dairy giants have been confirmed to the outside world, will be some of its products price increases, or 2% to 6%, and many of them involved in yogurt and other polysaccharide milk. At the same time, raising prices is not the only way for dairy companies to cope with the cost pressures, adjust the structure, plan more high profit products, mergers and acquisitions to achieve the scale effect, all become the response policy.　　Just 3rd in the last week, the international and domestic will appear three yogurt field acquisition, Danone, Nestle, Mengniu successively shot, make this in recent years the market growth rate of more than 20% of the segment has become the focus of attention again. Polysaccharide milk to take the lead in raising prices "began last month has been received Mengniu, Yili's high calcium low fat, the future star, nutrition comfort, the gold code and other brands of the price notice, bright and Danone yogurt next month will also raise prices." Several stores confirmed to reporters. and Yili and bright official confirmed the price increases respectively in 3%-4% and 2%, the price increases the category involves more sugar yogurt and other products. Guangzhou local dairy companies are rumoured to have issued a price adjustment notice, popular also will raise prices about 5%.　　Analysis said that the original milk purchase price is expected next year or up to 4.8 yuan/kg, much more than last year 4.2 yuan/kg level. "In addition to the high price of raw milk, ' sugar Gao Zong ' also caused great pressure on the food industry." "said Zhou Sizhan, a food industry researcher at CIC. On the liquid milk raw material cost composition look, occupies more than 50% of raw milk prices 20%, occupy 5% of the sugar rose 70%, single These two will bring 13% of liquid milk cost pressure. But dairy experts steel pylon Cotton also stressed that, although the pressure, but it is not possible to raise prices of all products, will not be all dairy companies will follow up, "Many dairy companies afraid of price loss market, but also face the status of clearance at the end of the year." "The fierce competition between dairy companies does make many enterprises do not dare to increase prices, homogenization of competition also makes vicious events occur, last week exposed Hunan dairy industry melamine Lactic acid corn milk is a typical." It is because of the intention to reduce costs, the use of the blending form of the production of lactic acid beverages; In order to further save money, far Mountain chose this July exposure of Qinghai Dong problem milk powder.　　No wonder there are people in the industry feeling, it is the cost of the pressure and increasingly weakening moral conscience, so that the melamine incident.　　Mengniu buy June le Bao plan yogurt layout for those relatively rich and strong enterprises, in the face of cost pressures and the way to swing capital sticks, mergers and acquisitions to achieve greater scale effect to reduce costs. Two big purchases of yogurt are coming from the other side of the globe – Nestlé, the world's largest food producer, is considering acquiring a stake in France's Yoplait, the world's second-largest milk producer after Danone. The latter, jointly controlled by the French investment fund Pai and the dairy partner Sodiaal, has a global revenue of € 3.5 billion and has rejected Europe's largest dairy group LACTALIS14 billion and the US General Mills GENERALMILLS10 billion Sterling acquisition intention.　　Danone, for 103 million dollars, won the US frozen Yogurt company Yocream, which sold $58 million last year. At the same time, Mengniu to 469.2 million won north China's largest yogurt base June le Bao 51% equity, become its largest shareholder. The latter 2008 after the melamine out of three deer single fly, the last year to achieve sales revenue of 1.26 billion, of which the low-temperature acid milk accounted for more than 84%, investment 180 million yuan in the domestic monomer workshop, the largest high-grade sour milk project has been put into production in June this year. According to June Le Bao chairman and general manager Wei Lihua said that its low-temperature active lactic acid bacteria beverage market share has been the country's first, a series of acid milk market share is the country's four, and Yili, Danone and so on to its throw "hydrangea."　　Mengniu President Mr Yang said, looking forward to the next five years, the year of the Ox revenue can reach 50 billion, June Le Bao's business objectives also doubled, located in 3 billion-4 billion yuan. In the context of rising costs, the yogurt sector, which has a higher profit margin, is apparently popular. Song Kungang, chairman of China Dairy Industry Association, said that domestic yogurt accounted for about 17% of the market share of liquid milk, while the proportion of mature market in foreign countries had reached 30%. The reporter learned from the year of the ox, the 2006-2009 yogurt compound growth rate of 27.3%, the first half of the year-on-year growth rate of 30.3%. With the flower Shun Financial Research Center researcher Giu Jimio provided data, this year, China's yogurt annual growth rate of up to 20%, far higher than other dairy products, the current Mengniu to 25.7% share for the yogurt market First, June Lebao 8.3% occupy the four, After cooperation, Mengniu Group's yogurt market share will rise to 34%, a big lead to occupy a market share of 18% of Yili.　　This may also be mengniu at not low prices to take the reason of the June Le Bao. Giants Qi favor low temperature milk market reporter from AC Nielsen obtained data shows that the domestic retail market low temperature product market capacity has reached about 13 billion, nearly three-year composite growth rate of 18.2%, 2010 years ago three quarterly retail sales growth rate reached 24%, for the dairy industry, the fastest growing category, higher than normal temperature liquid milk and infant formula. In Nielsen's low temperature products, the proportion of lactic acid bacteria and low temperature fresh milk is 10.9%, but the trend of the opposite growth, the latter proportion of the second year, the proportion of the former increased rapidly, the first three quarters of this year, lactic acid bacteria beverage growth rate of 43.8%.　　And the main type of yogurt in the proportion of 78.2%, compared to the 2009 increase of 1.3%, which is divided into basic yogurt, functional yogurt, flavor yogurt Three categories, the proportion of 70%, 20%, 10%, functional yogurt, the highest price, growth rate of 36.5% higher than the other two types of yogurt. Oriental Ai GE Dairy analyst Chen Lianfang said, Mengniu bought June Lebao before, and Yili, bright in the yogurt market into the trend, since then, the original market pattern will undoubtedly be broken, but the other two giants have never stopped the pace. Following 2008 years after the introduction of excellent products Jia Cheong Light, Yili said Chang Light last year in the market share of probiotics has reached 10%, and hope that the product sales accounted for the entire yogurt business of more than 90%, 10 years later in the entire market share of probiotics to increase to more than 25%. The brightness of the market less than two years of free excellent annual sales also more than 500 million. The reporter learned that the regional brand also attaches great importance to yogurt such a relatively high margin of products, Huang's dairy industry has just launched a new "if."　　Love "new products, and 45,000 tons of investment projects will be completed in the middle of next year, injected into the listed company's yogurt capacity is scheduled to be put into production next March." "Low-temperature milk has a profit margin of around 8%-10%, which is one-fold higher than the industry average (4%-5%)." Chen Lianfang told reporters. Steel pylon Cotton also said that the low temperature milk factory profit margin can reach 20%--30% (not deduct other operating costs), much higher than the normal temperature milk, so more and more attention. But it is noteworthy that low-temperature products need cold chain logistics, and sales radius is not far, shelf life is not long, dependence on milk source. Zhou Shi also said, it is because of the temperature of the milk shelf life long, room temperature preservation and suitable for long-distance transport, only to cause the two in the market operation is very different. "In channel planning, low temperature milk terminal distribution mode, distribution cycle lead to the distribution cost must be higher than the normal temperature milk; In the publicity, promotional methods, terminal store on the low-temperature milk is kept in the freezer, corner, can not be as normal temperature milk directly in the doorway to do pile head, to attract consumers attention. "And the characteristics of low-temperature milk also makes market-oriented enterprises and base-type enterprises further differentiate, the former such as bright, the development of low-temperature milk has a certain advantage, the latter due to the size and raw material cost advantages, room temperature milk business scale, and in the cold milk market when there are soft spots.　　But can be acquired by the acquisition of urban dairy companies or in the vicinity of the city to establish a base to reduce transport distance, reduce costs, and strive to achieve the origin of sales. "Regional brand vitality lies in the special requirements of the low-temperature milk market, Mengniu, Yili, etc. to enter the local low-temperature milk market will also usually choose to start from the control of milk source."　　Chen Lianfang said, Mengniu bought June le Bao is due to this aspect of consideration, and the future may have more local low-temperature milk enterprises into the giants of vision. South All reporter Lu Jinglian intern Zhang Ying Wu