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2023年我国主要区域的牛奶产量(万吨)
2023年我国主要区域的牛奶产量(万吨)
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所属报告:
新乳业(002946)-A股公司研究报告:“鲜”壁垒助力低温乳品龙头再向上-251208(29页).pdf
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我国主要奶源所在地与低温奶核心消费市场存在区域错配。低温奶的保质期通常在 30 天以内,往往需要乳企尽快完成从牧场到终端的全程冷链配送,因此低温奶企业通常需要采用区域化奶源布局。供给端来看,23 年我国牛奶产量共 4,197.0 万吨,得益于丰富的优质草场资源,其中 70%以上的产量均来自东北、西北、华北牧场,内蒙古牛奶产量高达 792.6万吨,位列各省第一;长江以南的奶源总量较少,主要分布在气候适宜、地形多样的四川 和云南两 省,23 年牛奶产量合计为 145 万吨。需求端来 看,低温奶消费市场存在着明显的区域差异化。北方地区由于纬度较高、气温整体偏低,叠加居民长久以来的饮食习惯,低温奶的渗透率低于南方地区;南方地区拥有更发达的物质基础、更充分的消费认知和更完善的冷链运输条件(24 年冷库存量对比:东部地区 8537.2 万立方米>中部地区 3146.4 万立方米>西部地区 2698.9 万立方米>东北地区 862.7 万立方米),低温奶的渗透率较高。根据凯度,对低温酸奶有着较高消费频次的人群学历和家庭月收入也相对更高,因此消费基础更优的区域低温奶渗透率更高。
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当前图表所属:
新乳业(002946)-A股公司研究报告:“鲜”壁垒助力低温乳品龙头再向上-251208(29页).pdf
我国低温奶行业主要厂商分布地
我国与日本市场的低温酸奶研发图谱对比
低温酸奶消费与认知、收入水平密切相关(24年数据)
2023年我国主要区域的牛奶产量(万吨)
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