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Our reporter Yang Xiaojing
Recently, Mead Johnson China Business Group, the first domestic infant formula goat milk powder brand, "Meike Gote", was officially renamed Mead Johnson Dairy (Tianjin) Co.
Relevant information shows that "Meikegot" is one of the brands of Tianjin Yayi Industrial Co.
On June 5, 2021, Reckitt Benckiser sold Mead Johnson's infant formula and nutritional products business in Greater China to Primavera Capital Group for US$2.
It is understood that at present, Mead Johnson's product structure covers infant formula milk powder, children's milk powder, formula milk powder for special medical purposes, milk powder for pregnant women, milk powder for middle-aged and elderly people, and nutritional supplements
In Song Liang's view, a new round of milk powder formula registration is about to start, and new national standard products such as Feihe and Junlebao are ready.
At the same time, China's formula milk powder market has entered the stage of stock competition, and the goat milk powder market has begun to take effect, with an annual growth of about 15%-20%
The reporter combed and found that in May 2021, Ausnutria's leading goat milk powder brand, Kabrita, announced a revenue target of 10 billion yuan and planned to enter the first camp of Chinese infant formula brands within three years; in July 2021, Shaanxi Xiaoyangmiao The change of the holder of Ke Dairy Co.
Song Liang said frankly: "In the past, there was a shortage of raw materials for goat milk powder, and many companies did not deploy a large number of goat milk powder.
The entry of large dairy companies such as Yili into the goat milk powder industry not only shows that the industry has been recognized by the market, but also shows that goat milk powder will have good market prospects in the future
At the same time, with the acceleration of mergers and acquisitions, it will further promote the improvement of the market concentration of enterprises, the competition gap between leading enterprises will gradually narrow, and the competition will further intensify
For the future development of goat milk powder, Song Liang believes that it is professional nutrition, and he is more optimistic about the children and adult markets.
"China Food News" (04 edition on March 01, 2022)
(Editor-in-charge: Yang Xiaojing)
