Li Zhaolin: The next decade is the process of Chinese drinking good milk

On July 27-29, the 2012 (Twelfth) Annual Summit of Chinese Enterprises organized by the China Entrepreneur Magazine was held in Shangri-La Hotel, Qingdao. Li Zhaolin, deputy general manager of Inner Mongolia Dairy Technology Co., Ltd., delivered a speech at the theme forum “Consumer Upgrade: Who Can Seize the Next Round of Growth Opportunities?”.

We say that the past ten years have been a decade for everyone to learn to drink milk. There are several data to share with you. The first thing is that only the first-line developed cities had milk drinking ten years ago, and every small shop in the countryside today sells milk. The per capita milk sales amounted to less than 10 kilograms per person a decade ago. Now it has reached 28 kilograms, which is an annual average increase. The gap between us and developed countries is that they are about 150 kilograms a year. In the past ten years, the number of Chinese cows has also increased significantly, because milk is produced by cows. Our cows were less than 4 million years ago and they are 12 million today. Among these, some companies have seized the opportunity. For example, the most famous Erie, Mengniu, and Mengniu, in particular, were established in 1999. By 2011, Mengniu’s sales revenue reached 37.3 billion. At the same time, another company competing with it also developed in competition. Erie also last year It reached 37.4 billion, and these two companies seized the opportunity in the past to teach everyone to drink milk.

From the ten years after the beginning of this year, we also believe that it is a decade of gold. Why do we say this? We said that in the past ten years, everyone learned to drink milk. The next decade is the process of drinking good milk. Milk was the closest thing to breastmilk in the whole food. After the Second World War, when Churchill accepted a reporter's visit, he said, "What is your most wanted thing?" said Churchill, "I hope most of all, let our people. Restore milk.” Everyone knows that in the past drinking milk, everyone has been tangled up, especially after that incident in 2008, everyone has been tangled up and still drink milk. We believe that the entire nutritional structure of milk, especially its taste, is indispensable for all these types of projects. Therefore, we believe that in the future, everyone will face some industrial opportunities and industrial upgrading in the process of drinking good milk. In this transitional process, we believe that there is a good opportunity for this industry chain in the next decade.

To drink good milk around, including raising good dairy cows, companies like the Dairy Co., Ltd. put forward the idea of ​​“healthy cows and high-quality milk production”. We also have a dream to let more Chinese drink good glasses every day. milk. In the process of raising a good cow, we reach the last industrial chain, such as grass cultivation, and there is a lot of space in the entire industry chain. From this perspective, we believe that in the next decade, China's dairy industry will have a very good chance. In the past, the comparison of the entire dairy industry in the United States and Europe has witnessed rapid development in the past 50 years. From the perspective of the development trend of the industry, opportunities in the future are still in China. China’s population base is so large. In another country close to us, the world’s largest dairy country is India. From the base of the Chinese population, it is expected to develop into the real largest dairy industry in the next ten years.