The era of China's dairy industry joint game is coming

The reshuffle of China's milk powder market is accelerating

After the acquisition is completed, Yili and Ausnutria's infant formula business volume will be close to that of Feihe Dairy, the current No.

Cooperation lies in complementary advantages and efficient coordination

According to the information, Yili is currently the largest dairy company in Asia.

"The marriage between Yili and Ausnutria can be said to be a strategic win -win situation

Regarding the reasons for the merger, Yili said that after in-depth communication between the two parties, Yili values ​​Ausnutria's performance in terms of growth trend, market performance, strategic layout and other aspects, and in the future, it hopes to give full play to Yili's scale, brand, channel and industrial chain.

In recent years, Yili has been looking for new growth points outside of liquid milk, focusing on the milk powder business

For Ausnutria, the pressure on performance growth has increased in recent years, and the entry of Yili may bring some new changes

Acquisition becomes the only way for global dairy giants to expand

It is worth noting that major dairy companies around the world are actively expanding, and acquisitions will be the only way to go

From the analysis point of view, the change of the domestic milk powder market is also the main reason for this cooperation

It is undeniable that China's infant formula has entered the era of stock competition, and in the previous milk powder market, China Feihe has the highest market share

Song Liang analyzed that, "Yili has become the largest single shareholder of Ausnutria.

In addition, in terms of the concentration of top enterprises, China's infant formula market still has a lot of room for development

　　(Comprehensive arrangement by Yang Xiaojing)

"China Food News" (November 02, 2021 Edition 04)

　　(Editor-in-charge: Yang Xiaojing)