中國乳業如何面對外資競爭報告的主要內容Contents2008年中國乳業面臨的形勢分析SituationAnalysisof2008ChineseDairyIndustry國內乳品行業存在的主要問題MajorIssuesinChineseDairyIndustry練好“內功”，迎接挑戰Building“InnerStrength”toMeetChallenges形勢嚴峻：外資乳企將大舉進入

ToughChallenge:ForeignDairyEnterprisesFloodintoChineseMarket至2001年，世界排名前20位的乳業品牌通過不同渠道已全部進入中國By2001,allworld’stop20dairybrandshaveenteredtheChinesemarketthroughvariouschannels外資乳業公司在中國市場的競爭績效并不明顯

Foreigndairyenterprisesdon’thavemuchcompetitiveedgeinChinesemarket形勢嚴峻：外資乳企將大舉進入

ToughChallenge:ForeignDairyEnterprisesFloodintoChineseMarket2008年的形勢發生了變化Changesin2008經過近兩年的調整，中國奶業正在從數量型向質量型轉變，正在迎來健康、穩定的黃金階段Aftera2years’adjustmentfeaturedbyashiftfromquantityorientedtoqualityoriented,Chinesedairyindustryisexpectingagoldenerawithsoundandsteadydevelopment利潤空間小，小企業很難繼續生存Narrowprofitmarginmakesitdifficultforsmallbusinessestosurvive新的政策提高了從業門檻

Newpoliciesraiseindustryentrythreshold2008年外資企業的舉動

MovesofForeignDairyEnterprisesin2008韓國東遠集團打算在山東威海建設奶牛養殖和乳品加工企業DongwonGroupofSouthKoreaplanstosetupadairycattleraisingbaseanddairyprocessingcorporationsinWeihai,Shandong日本朝日啤酒株式會社和伊藤忠商事株式會社宣布兩家公司共同設立“山東朝日綠源乳業”AsahiBreweriesandItochuCorporationofJapanannouncedtheestablishmentofShandongAsahiLvyuanDairyCo.,Ltd2008年外資企業的舉動

MovesofForeignDairyEnterprisesin2008韓國每日乳業公司開始進入中國市場MaeilDairyofSouthKoreastartsenteringChinesemarket達能（中國）：DanoneChina:收購妙士乳業PurchasedMiaoshiDairy控股新希望乳業HoldsmajoritysharesofNewhopeDairy形勢展望

Outlook未來若干年內，外資乳企在中國市場的比重將大大提高ForeigndairyenterpriseswilltakeabiggershareinChinesemarketinthenewfewyears在高端乳品市場，外資乳企的話語權會越來越大Foreigndairyenterpriseswillhaveabiggersayinhigh-enddairymarket軟肋：我國乳業存在的主要問題1

Weakness:MajorIssuesinChineseDairyIndustry-1乳品加工企業過度密集，無序競爭，導致奶源不足問題日益突出，奶源不足又反過來導致了企業產能的相對過剩Overfullindustryandunhealthycompetitionresultinmilksourceshortage,whichinturnleadstoproductioncapacitysurplus軟肋：我國乳業存在的主要問題2

Weakness:MajorIssuesinChineseDairyIndustry-2乳企和農戶之間的關系需要規范和重新定位Relationsbetweendairyenterprisesandfarmersneedtobefurtherregulatedandre-shaped企業、奶站、奶戶enterprises,milkgatheringstationsandfarmers軟肋：我國乳業存在的主要問題3

Weakness:MajorIssuesinChineseDairyIndustry-3原料奶供給的質量和價格使得乳品加工企業很難做大做強Limitedqualityandquantityofrawmilkmakesitdifficultforprocessingenterprisestogrow奶牛養殖的規模小，養殖成本高Smallraisingsizeplushighraisingcost每個農戶向奶站交售鮮奶的數量有限Limitedamountoffreshmilkgatheredfromfarmers對奶牛養殖環節的技術服務沒有完全到位Insufficienttechnicalservices練好“內功”，迎接挑戰1

Building“InnerStrength”toMeetChallenges-1重塑乳品加工企業和奶農之間的利益連接機制Reshapetheinterestsharingmechanismbetweenprocessingenterprisesandfarmers農業產業化的成功經驗Successfulexperienceofagriculturalindustrialization加強合作經濟組織建設Strengthenthebuildingofcooperativeorganizations練好“內功”，迎接挑戰2

Building“InnerStrength”toMeetChallenges-2提高乳業的競爭力要以整個奶業為著眼點，加強對奶農的飼養技術推廣和服務，通過技術創新提高奶農的利潤水平Enhancecompetitivenessbyupgradingthewholeindustrythroughstrengtheningtechniqueextensionandservicesforfarmersandimprovingtheirprofitabilitywithtechnicalinnovations加強規模化養殖小區建設Promotinglarge-scalehusbandrycommunities推廣“奶聯社”養殖模式Promotingthe“milkcooperative”model企業投資奶牛養殖場建設Enterprisesincreasesinvestmentonraisingbases加強對奶農的技術培訓和服務Strengthentechnicaltrainingandservicesforfarmers練好“內功”，迎接挑戰3

Building“InnerStrength”toMeetChallenges-3企業要自律，重點在搞好奶源基地建設Thekeytoenterpriseself-disciplineliesinthebuildingofmilksourcebases.乳品行業要在高端乳制品和一般乳制品之間尋找平衡點：要“背水一戰”，不可“破釜沉舟”Thedairyindustryn