The national animal husbandry Top25 was reshuffled, and the total number of dairy cows reached 1.91 million, close to 40% of the total inventory of the industry.
From January to September 2021, the top 25 new ranch was designed to have 250,000 heads (incomplete statistics), and the total inventory reached 2.15 million heads after completion.
Through the acquisition of Fonterra and Saikexing, Youran Animal Husbandry has a total inventory of 376,000 heads, ranking first in the industry.
Modern Animal Husbandry acquired Fuyuan Animal Husbandry and Zhongyuan Animal Husbandry, with a total inventory of 340,000 heads, the second in the industry.
The two major animal husbandry groups led by Yili and Mengniu are getting bigger and bigger, and the two stocks have reached 720,000 heads, accounting for more than 1/3 of the Top25, and there is a trend of further expansion.
There are more than 100,000 dairy cattle in 6 animal husbandry groups across the country: Youran Animal Husbandry, Modern Animal Husbandry, Yuexiu, Shengmu Hi-Tech, Aoya Ranch and Leyuan Animal Husbandry all have more than 100,000 heads, and the total inventory has reached 1.17 million heads, accounting for more than 50% of the Top25.
After the acquisition of Fonterra Shandong Alcohol Source Farm in 2021, Aoya Ranch has more than 100,000 heads in stock, and milk production is expected to exceed that of Shengmu Hi-Tech, ranking fourth in the country. Huishan Dairy was acquired by Yuexiu Group, and the south wind line, north Huishan, and Yuexiu ranch plates are also expanding.
Holstein collected 2020 national top25 animal husbandry group annually produces 10.33 million tons of fresh milk, accounting for 46% of the total national commercial milk production. 2021 Top25 Animal Husbandry Group's fresh milk production will exceed 11 million tons.
According to the yield level announced in the semi-annual report of Youran Animal Husbandry and Modern Animal Husbandry, the annual milk production reached 4 million tons.
The total milk production of the animal husbandry group with more than 100,000 cows in the country will exceed 6 million tons.
Holstein collected new farms nationwide from January to September 2021 (incomplete statistics), 20 new projects of Top25 Animal Husbandry Group, with 244,000 new stocks, and the total inventory of Top25 after the completion of the project reached 2.15 million heads.
National Dairy Farming Top25 Animal Husbandry Group
Note: In order of milk production, more detailed data can be found in "China Dairy Statistics 2021"
<h1 class="pgc-h-arrow-right" data-track="16" > the proportion of milk sources in milk enterprises continued to increase, and the average proportion of large dairy enterprises was 40%.</h1>
Why do dairy companies need to control the milk source? In the long run, the shortage of milk sources in China will not change, under the influence of the epidemic, the import risk has increased, and the control of milk sources has become the first choice for dairy enterprises to avoid risks.
After two years of development, dairy enterprises to collect / mergers and acquisitions, investment and construction of farms and other steps are basically completed, new farms will be put into production one after another, the current milk source pattern is basically stable, Yili, Mengniu, Guangming, Junlebao, New Hope, Sanyuan, the six major dairy enterprises self-control milk source accounted for 40.3%. In the next 2-3 years, after the completion of relevant milk source projects such as Yili and Zhongbo Nong cooperation project, Guangming and Ningxia cooperation project, junlebao cooperative family farm and other related milk source projects, the proportion of milk source control will be further improved.
Dairy enterprises control the proportion of milk sources
Source: China Dairy Statistics 2021
<h1 class="pgc-h-arrow-right" data-track="30" > the milk source pattern of large dairy enterprises and large animal husbandry groups has been determined Who will bear the future risks? </h1>
In July this year, large dairy enterprises spray powder, causing industry attention, ranching concerns, worried about milk source excess, milk prices fell, in fact, from the perspective of the domestic milk source structure, the structure of large dairy enterprises, large pastures has been formed, dairy enterprises in optimistic market conditions layout a large number of milk sources, in the situation of imports, domestic double increase, when the market demand declines, dairy enterprises are difficult to digest the national milk source, under contract conditions, large dairy enterprises can only buy spray powder, their own burden of digestion of this part of the pressure.
What cannot be ignored is that the situation of summer heat stress still exists, and there are two situations in the milk source market, on the one hand, large dairy enterprises spray powder, on the other hand, some small dairy enterprises do not have enough milk sources, of course, this part of the proportion is lower than in previous years.
The market vane of raw milk has changed, and milk prices have fallen in august in some areas, including many areas that lack milk. At present, it is the traditional milk shortage season, the national milk price has not dropped significantly, the shortage of raw milk has come to an end, and the question mark of whether there is a surplus of raw milk has once again surged into the minds of ranchers. Once the price of milk falls, how to balance the large animal husbandry group and small and medium-sized farms, under the pressure of rising costs, will small and medium-sized farms become victims of this dairy cycle?
In the first half of 2021, the National Bureau of Statistics increased milk production by 7.9%, liquid milk production increased by 17.65%, and imported dairy products in the first half of the year were equivalent to 12.8 million tons of fresh milk, an increase of more than 30%. In the past three years, the climax of the national pasture construction has begun to put into operation, and it can be expected that the 10% increase in milk production in 2021 is a high probability event. The annual growth rate of dairy imports remained unchanged by 30%, and it is uncertain whether the increase in liquid milk production in the second half of the year can maintain a growth rate of more than 10%, and the raw milk market is full of uncertainty in the second half of the year.