Mengniu Yili Bright Third Milk Company's annual expansion plans have started

Under the background of the large-scale "portal clean-up" of new regulations in the dairy industry, a new round of industry consolidation is inevitable. The three major dairy giants have moved frequently in a few days. Qingyuan Plant, which invested 240 million in Mengniu, was officially completed last week and is expected to add another 660 million yuan. Yili will soon sell 460 million yuan to Huizhou, and will invest in the nation’s milk and pasture investment. Plans to reach 1.4 billion, bright and equally ambitious to publish the annual plan, said that this year's target revenue of 11 billion, and forecast that last year's net profit increased by more than 50% year on year, while the high-margin milk powder and yogurt are the focus of their layout.

The market share of bright cheese and fresh milk is about 50% According to Wang Guangnan, chairman of Guangming Group, previously disclosed that its main business income in 2010 was 61.8 billion, up 22% year-on-year, and profit was 3.2 billion, up 45% year-on-year. Hopefully this year's main business Revenues ensure 70 billion, and strive to reach 75 billion, and establish a new three-year strategic goal of "guaranteeing nine competitions," that is, in 2012 to ensure sales revenue of 80 billion, and strive to reach 90 billion. Under this large-scale pie, Guo Mingheng, president of Bright Dairy, told reporters that Bright Dairy has set a sales target of at least 11 billion yuan this year, and last year's net profit is expected to grow even more than 50% year-on-year. According to Guangming’s 2009 consolidated revenue of 7.943 billion yuan, which is an increase of 8% compared to the same period of last year, its final transcript for 2010 is expected to enter the 10 billion club.

"As the first year of the post-"trilogy" era in 2011, our new strategic goal is to "focus on the dairy industry, lead the fresh, strengthen the ambient temperature, and break through the milk powder." Guo Benheng said that the third-party data show that fresh produce has always been Brightness is firmly established, occupies 52% of the cheese market and 45% of the fresh milk market, leaving a big gap with the latter two. However, in the high-margin yoghurt sector, Bright has a 95% share of its headquarters in Shanghai, 80% to 90% of its share in Jiangsu and Zhejiang, and only 27% in the country, and only 6% to 12% of the gap between the 2nd and 3rd. In line with its "leader" market position standards.

The reporter learned that, in fact, Guangming had extended the sales radius of the subversive room temperature yogurt Mossian at the end of last year. Recently, Bright Food Group has already participated in the bid for 50% of the world's second largest yogurt company, Younuo, and rumors that it has been reported. The $2.3 billion top acquisition proposal (but it has failed). According to Gong Mingqi, spokeswoman of Guangming News, this year it has launched 1911 old yogurt, two domestic invention patents, the first domestic plant for lactobacillus plants, and three new products for milk straws with 5 design prizes worldwide. Completed a comprehensive distribution of goods in key areas.

Japan's milk powder stocks are favorable to the domestic dairy industry. Global Dairy, which was just listed in October last year, released its latest financial report last week. In 2010, its turnover soared by 80.8% to 922 million, and its annual profit increased by 95.24% to 261 million. Gross profit margin increased from 46.3% to 51.9%, good data make the outside world pay attention again to the field of milk powder. Coupled with the Japanese earthquake caused by the nuclear crisis caused by the milk powder inventory, respectively, to stimulate the listed milk companies 2% -15% gains.

The field of high-margin milk powder is obviously a contestable spot for all giants to increase profitability. According to Zhang Jianqiu, the chief executive of Yili, Yili this year introduced the first QQ Star, which is the first domestic active lactic acid bacteria beverage specifically targeted at children's nutritional needs. The other key point is the Golden Collar Special Formula Powder that can better solve the problems of children's allergy and lactose intolerance. Mengniu is always the first to start ice cream products, and has always been obsessed with high-profile promotion of Mengniu Ala.

Guo Benheng told reporters that the category of milk powder is also a major breakthrough area this year. “In 2006, the revenue of bright milk powder was only 100 million. Last year, it had achieved 400 million, and the growth mainly came from infant milk powder. The sales target for this year is nearly double, and in the future we hope to sprint to the scale of 1 billion to 200 million.”