市場調查報告書
商品編碼
1560865
全球乳製品產業市場 - 2024 - 2031Global Dairy Sector Market - 2024 - 2031 |
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報告概述
2023年,全球乳製品產業市場規模達9,262億美元,預估至2031年將達1,3,364億美元,2024-2031年預測期間複合年成長率為4.7%。
在塑造市場動態和成長機會的五個關鍵趨勢的推動下,全球乳製品產業正在發生重大轉型。優格、克菲爾和發酵乳飲料等發酵乳製品因其益生菌含量和相關的健康益處而受到關注,特別是在增強腸道健康和增強免疫力方面。疫情後對健康的關注進一步放大了這一趨勢,突顯了消費者對功能性食品日益成長的偏好。
此外,植物性乳製品替代品(包括杏仁奶、大豆優格以及燕麥和亞麻籽奶等創新產品)的激增,反映出人們向環保和包容性飲食選擇的轉變。隨著消費者尋求永續和無乳糖的選擇,該細分市場正在迅速擴大,推動了市場的大幅成長。此外,隨著注重健康的消費者傾向於選擇低脂肪和低糖含量的產品,對減肥乳製品的需求正在增加。
更健康的起司選擇市場正在不斷成長,產品中融入了益生菌、維生素 D 和 omega-3,以滿足消費者對營養豐富的選擇的需求。最後,高蛋白乳製品飲料,例如蛋白奶昔和強化奶,正在經歷強勁成長。這些產品迎合了健身愛好者和忙碌的消費者尋求方便、隨身營養解決方案的需求,進一步推動了該行業的擴張。
全球對高蛋白食品的需求不斷成長,使乳製品成為消費者飲食中的關鍵角色。根據哥蘭比亞營養品(Glanbia Nutritionals) 的數據,主要市場的消費者比例很高,包括中國(36%)、印度(34%)、日本(28%)、美國(27%)、加拿大( 25%)、澳洲(22%) 和英國(17%)-購物時優先考慮高蛋白產品。這一趨勢在32-45歲的消費者中尤為突出。
乳蛋白因其全面的營養益處而受到重視,其中包括所有九種必需氨基酸,可支持肌肉生長和恢復,並有助於飽腹感和骨骼健康。消費者對蛋白質的興趣日益濃厚,催生了創新產品,例如蛋白質強化零食,它將傳統零食的觀念轉變為更健康的形象。新的乳製品蛋白產品,如 Kudo Salty Sweet Kettle Korn 蛋白爆米花和 In Good Hands 白色切達蛋白泡芙就反映了這一趨勢。
乳製品不斷創新
無乳糖乳製品的創新正在不斷推進,咖啡奶精、兒童即飲飲料和優格等子類別中的新產品不斷湧現。無乳糖聲明引人注目,歐洲 15% 的優格和北美 7% 的優格中都出現了無乳糖聲明。超過三分之一的乳製品替代品消費者因乳糖不耐症而選擇這些產品,無乳糖乳製品可以滿足這項需求,同時保留牛奶的蛋白質、礦物質和生物活性益處。
無乳糖牛奶的生產通常涉及添加乳糖酶或薄膜過濾以去除乳糖,以滿足消費者對更甜、更容易消化產品的偏好。例如 Abbott PediaSure Grow & Gain 巧克力奶昔和 Darigold Belle 甜奶油味咖啡奶精。
哥蘭比亞營養品 (Glanbia Nutritionals) 是創新乳製品解決方案的領導者,提供清潔標籤功能性乳製品蛋白,例如 OptiSol1005 和 1007,可改善產品加工、風味和奶油味。他們的 UltraHi 蛋白質優格技術使品牌能夠每份提供高達 50 克的蛋白質。哥蘭比亞多元化的產品組合滿足了消費者對乳製品功能性健康益處日益成長的需求。
消費者對乳製品健康益處的認知不斷增強
消費者對乳製品健康益處的認知不斷提高,是乳製品產業成長的重要催化劑。隨著消費者的健康意識日益增強,他們的偏好轉向提供卓越營養價值的乳製品。牛奶、優格和起司等乳製品以其高含量的鈣、蛋白質、維生素和益生菌而聞名,由於其公認的健康益處,其需求正在增加。
人們對健康的日益關注正在推動乳製品整體消費量的增加以及對優質乳製品(包括有機乳製品和強化乳製品)的偏好。這對乳製品市場的影響是深遠的,對健康乳製品的需求推動了市場的大幅成長。無乳糖牛奶、A2 牛奶和富含額外營養素的乳製品等產品越來越受歡迎,反映出健康驅動型消費的更廣泛趨勢。
該公司正在開發滿足特定健康需求的新產品,例如高蛋白優格和低脂乳酪,同時也專注於向消費者宣傳其產品的營養價值。此外,與衛生組織的合作夥伴關係以及對永續和道德生產實踐的承諾正在成為品牌策略的組成部分,有助於建立消費者信任並使產品在競爭激烈的市場中脫穎而出。
原料成本波動
近年來,乳製品行業受到原料成本波動的嚴重影響,擾亂了市場穩定並影響了生產動態。飼料成本佔牛奶生產總成本的 40-60%,從 2020 年中期到 2022 年中期,飼料成本大幅飆升 86%,原因是需求增加以及俄羅斯入侵烏克蘭等地緣政治事件導致的供應鏈中斷。
儘管隨後飼料成本較峰值水平下降了 34%,但與大流行前的數據相比仍然較高,繼續對乳牛場的獲利能力構成壓力。同樣,由於擔心主要出口商的供應中斷,化肥成本(對於紐西蘭等國家的牧場系統至關重要)在同一時期上漲了 174%。儘管化肥價格此後下降了 41%,但仍顯著高於歷史正常水平,影響了整體生產成本。
替代乳牛和能源成本的上升也加劇了該產業的財務壓力。在美國,自 2019 年初以來,替代乳牛的成本一直在攀升,預計到 2024 年可能會創下歷史新高。
在歐盟,由於俄羅斯天然氣供應減少,2022 年能源價格飆升。儘管能源成本下降,但仍遠高於戰前水平,進一步加重了乳製品加工商和農民的負擔。此外,自疫情爆發以來,利率幾乎增加了兩倍,尤其是紐西蘭,利率佔生產成本的 13-20%。財務負擔的增加加劇了酪農的經營挑戰。
細分市場分析
全球乳製品產業市場根據產品、最終用戶、配銷通路和地區進行細分。
牛奶和乳製品的需求激增
在牛奶和乳製品需求空前激增的推動下,全球乳製品產業正經歷強勁成長。需求增加主要歸因於全球人口成長、都市化和可支配所得增加。隨著城市面積的擴大和經濟條件的改善,乳製品(包括牛奶、起司和優格)的消費量明顯增加。
此外,人們對乳製品營養價值(例如優質蛋白質和必需維生素)的認知不斷提高,進一步推動了消費者對這些產品的偏好。為了滿足這種不斷成長的需求,乳製品行業大幅擴大了生產能力。過去三十年來,全球牛奶產量激增了 77% 以上,從 1992 年的 5.24 億噸增加到 2022 年的 9.3 億噸。
關鍵地區,特別是南亞,處於這一成長的最前沿。印度是世界上最大的牛奶生產國,產量約佔全球的22%。南亞擴張的特點是乳牛群規模的擴大和先進農業技術的採用。對飼料品質、動物健康和育種實踐的投資正在提高該行業的生產力和效率。
市場地域佔有率
亞太地區乳製品產業需求不斷成長
亞太地區的乳製品行業最近取得了重大發展,為令人興奮的市場潛力鋪平了道路。隨著人口的成長、可支配收入的增加和消費者偏好的變化,該地區對乳製品的需求激增。需求的激增導致了生產技術、分銷策略和產品創新的進步。
東南亞的乳製品產業將大幅成長,主要參與者將擴大其產品和分銷管道,以滿足不斷變化的消費者偏好。 Mother Dairy 計劃在夏季進行大規模擴張,推出 30 種新產品,主要是冰淇淋和優格,受高溫預測預計消費者需求將成長 25-30% 的推動。為了支持需求激增,該公司已撥款 5 億印度盧比用於升級其生產能力。
Mother Dairy 正在投資75 億印度盧比用於發展計劃,其中包括在那格浦爾建設一座日處理能力為60 萬升的新乳製品廠,以及在卡納塔克邦建設一座Safal 品牌的水果加工設施。將額外分配 10 億印度盧比擴大現有設施。此次擴張反映了該行業的積極成長軌跡和激烈的競爭,這得益於對新產品開發和產能增強的大量投資,符合該地區不斷變化的消費者偏好。
俄羅斯和烏克蘭的衝突嚴重擾亂了烏克蘭的乳製品業,導致養牛業大幅萎縮。這一下降反映出戰爭對農業生產力的更廣泛影響,特別是在乳製品領域。儘管存在這些挑戰,乳製品生產效率仍取得了顯著提高。由於營運實踐和彈性措施的增強,該行業在一定程度上穩定了乳牛庫存。
然而,該產業對進口乳製品的依賴加劇。波蘭已成為主要供應國,在烏克蘭乳製品進口市場上佔據主導地位,波蘭產品在牛奶、優格、起司和乳清粉進口中佔很大一部分。
出口方面,烏克蘭乳製品產業出現一定復甦,乳製品出口量顯著上升。根據bne IntelliNews通報,2023年10月,烏克蘭出口乳製品8,790噸,價值1,815萬美元,較上季成長20%。出口成長是當前挑戰中的一個正面訊號,凸顯了該產業的復甦和適應潛力。
牛奶
全脂牛奶
脫脂牛奶
調味牛奶
奶粉和煉乳
起司
軟乳酪
硬質乳酪
加工乳酪
奶油
鹹奶油
無鹽奶油
優格
風味優格
希臘優格
飲用優格
植物性優格
奶油
鮮奶油
鮮奶油
優格油
乳製品甜點
其他
家庭
餐飲服務業
工業的
超級市場和大賣場
專賣店
直銷
便利商店
電子商務
其他
北美洲
我們
加拿大
墨西哥
歐洲
德國
英國
法國
義大利
西班牙
歐洲其他地區
南美洲
巴西
阿根廷
南美洲其他地區
亞太
中國
印度
日本
澳洲
亞太其他地區
中東和非洲
2024 年 5 月,Godrej Agrovet (GAVL) 的子公司 Creamline Dairy Products (CDPL) 在海德拉巴推出了 Godrej My Farm Milk。優質牛奶直接來自 Godrej 農場,並採用先進技術加工,以保持其天然風味和營養完整性。該產品受益於完全自動化、零人為接觸的供應鏈,涵蓋從擠奶到交付的每一個步驟。
2024 年 3 月,Amul 首次將產品供應擴展到印度以外的地區,在美國市場推出鮮奶。古吉拉特邦牛奶行銷合作聯盟 (GCMMF) 將在下週內推出四種 Amul 鮮奶,針對印度僑民和更廣泛的美國亞裔社區。
市場競爭格局
該市場的主要全球參與者包括達能、Arla Foods amba、雀巢、Fonterra Co-operative Group Limited、LACTALIS、Dairy Farmers of America, Inc.、Meiji Holdings Co., Ltd.、FrieslandCampina、Schreiber Foods 和 Gujarat Cooperative Milk Marketing聯邦有限公司。
根據產品、最終用戶、配銷通路和地區可視化全球乳製品行業市場細分,並了解關鍵商業資產和參與者。
透過分析趨勢和共同開發來識別商業機會。
Excel資料表包含乳製品產業所有細分市場層級的大量資料點。
PDF 報告由詳盡的質性訪談和深入研究後的綜合分析組成。
產品映射以 Excel 形式提供,包含所有主要參與者的關鍵產品。
全球乳製品行業市場報告將提供約 62 個表格、60 個圖表和 219 頁。
2024 年目標受眾
製造商/買家
產業投資者/投資銀行家
研究專業人員
新興公司
Report Overview
Global Dairy Sector Market reached US$ 926.2 billion in 2023 and is expected to reach US$ 1,336.4 billion by 2031, growing with a CAGR of 4.7% during the forecast period 2024-2031.
The global dairy sector is transforming significantly, driven by five key trends shaping market dynamics and growth opportunities. Cultured dairy products, such as yogurt, kefir and fermented milk drinks, are gaining traction due to their probiotic content and associated health benefits, particularly in enhancing gut health and boosting immunity. It has been amplified by a post-pandemic focus on wellness, underscoring the growing consumer preference for functional foods.
Also, the surge in plant-based dairy alternatives, including almond milk, soy yogurt and innovative options like oat and flaxseed milk, reflects a shift towards environmentally friendly and inclusive dietary choices. The segment is expanding rapidly as consumers seek sustainable and lactose-free options, driving substantial market growth. Moreover, the demand for weight-friendly dairy products is increasing as health-conscious consumers gravitate towards options with reduced fat and sugar content.
The market for healthier cheese selections is growing, with products incorporating probiotics, vitamin D and omega-3s to meet consumer demand for nutritious yet indulgent options. Lastly, high-protein dairy beverages, such as protein shakes and fortified milk, are experiencing robust growth. The products cater to fitness enthusiasts and busy consumers who seek convenient, on-the-go nutritional solutions, further driving the sector's expansion.
The rising global demand for high-protein foods has positioned dairy as a key player in consumer diets. As per Glanbia Nutritionals, a significant percentage of consumers across major markets including China (36%), India (34%), Japan (28%), US (27%), Canada (25%), Australia (22%) and the UK (17%)-prioritize high-protein products when shopping. The trend is particularly prominent among consumers aged 32-45.
Dairy protein is valued for its comprehensive nutritional benefits, including all nine essential amino acids, support for muscle growth and recovery and contributions to satiety and bone health. The increasing consumer interest in protein has led to innovative product offerings, such as protein-fortified snacks that shift the perception of traditional snacks towards a healthier image. New dairy protein products like Kudo Salty Sweet Kettle Korn Protein Popcorn and In Good Hands White Cheddar Protein Puffs exemplify this trend.
Rising innovation in dairy products
Innovation in lactose-free dairy is advancing, with new products emerging in subcategories like coffee creamers, children's ready-to-drink beverages, and yogurt. Lactose-free claims are notable, appearing in 15% of yogurt launches in Europe and 7% in North America. Over a third of dairy alternative consumers choose these products due to lactose intolerance, with lactose-free dairy meeting this demand while maintaining milk's protein, mineral, and bioactive benefits.
The production of lactose-free milk typically involves the addition of lactase or membrane filtration to remove lactose, catering to consumer preferences for sweeter and more digestible products. Examples include Abbott PediaSure Grow & Gain Chocolate Shake and Darigold Belle Sweet Cream Flavored Coffee Creamer.
Glanbia Nutritionals is a leader in innovative dairy solutions, offering clean-label functional dairy proteins such as OptiSol1005 and 1007, which improve product processing, flavor, and creaminess. Their UltraHi Protein Yogurt Technology allows brands to deliver up to 50 grams of protein per serving. Glanbia's diverse portfolio meets the increasing consumer demand for functional health benefits in dairy products.
Growing consumer awareness of the health benefits of dairy products
The rising consumer awareness regarding the health benefits of dairy products is a significant catalyst for the growth of the dairy sector. As consumers become increasingly health-conscious, their preferences shift towards dairy products offering superior nutritional value. Dairy items such as milk, yogurt and cheese, known for their high content of calcium, protein, vitamins and probiotics, are witnessing increased demand due to their recognized health benefits.
The growing focus on health is driving both an increase in overall dairy consumption and a preference for premium dairy products, including organic and fortified options. The impact on the dairy market is profound, with the demand for health-oriented dairy products contributing to substantial market growth. Products like lactose-free milk, A2 milk and dairy items enriched with additional nutrients are gaining traction, reflecting a broader trend toward health-driven consumption.
Companies are developing new products that cater to specific health needs, such as high-protein yogurts and low-fat cheeses, while also focusing on educating consumers about the nutritional benefits of their offerings. Additionally, partnerships with health organizations and a commitment to sustainable and ethical production practices are becoming integral to brand strategies, helping to build consumer trust and differentiate products in a competitive market.
Fluctuating Raw Material Costs
In recent years, the dairy sector has been significantly impacted by volatile raw material costs, which have disrupted market stability and influenced production dynamics. Feed costs, constituting 40-60% of total milk production expenses, saw an extraordinary surge of 86% from mid-2020 to mid-2022, driven by increased demand and supply chain disruptions linked to geopolitical events such as Russia's invasion of Ukraine.
Despite a subsequent reduction of 34% from peak levels, feed costs remain elevated compared to pre-pandemic figures, continuing to strain dairy farm profitability. Similarly, fertilizer costs, crucial for pasture-based systems in countries like New Zealand, rose by 174% during the same period due to fears of supply interruptions from key exporters. Although fertilizer prices have since decreased by 41%, they remain significantly higher than historical norms, impacting overall production costs.
The rising costs of replacement cows and energy also contribute to the sector's financial pressures. In US, the cost of replacement cows has been climbing since early 2019, with potential record highs expected in 2024. This trend necessitates strategic adjustments such as reduced heifer rearing and increased calf sales to beef operations.
In the EU, energy prices surged in 2022 due to reduced natural gas supplies from Russia. Although energy costs have somewhat eased, they remain well above pre-war levels, further burdening dairy processors and farmers. Additionally, interest rates have nearly tripled since the pandemic, particularly affecting New Zealand, where they represent 13-20% of production costs. This increased financial burden exacerbates operational challenges for dairy farmers.
Market Segment Analysis
The global dairy sector market is segmented based on product, end-user, distribution channel and region.
The Surging Demand for Milk and Milk-Based Products
The global dairy sector is experiencing robust growth, driven by an unprecedented surge in demand for milk and milk-based products. The increased demand is primarily attributed to the increasing global population, urbanization and rising disposable incomes. As urban areas expand and economic conditions improve, there is a noticeable shift towards higher consumption of dairy products, including milk, cheese and yogurt.
Additionally, growing awareness of the nutritional benefits of dairy, such as high-quality protein and essential vitamins, is further propelling consumer preference for these products. In response to this rising demand, the dairy sector has significantly expanded its production capabilities. Over the past three decades, global milk production has surged by over 77%, from 524 million tonnes in 1992 to 930 million tonnes in 2022.
Key regions, particularly South Asia, are at the forefront of this growth. India, the world's largest milk producer, accounts for approximately 22% of global production. South Asia's expansion has been marked by increased dairy herd sizes and the adoption of advanced farming technologies. Investments in feed quality, animal health and breeding practices are enhancing productivity and efficiency within the sector.
Market Geographical Share
Rising Demand for Dairy Sector in Asia Pacific
The dairy industry in Asia-Pacific has witnessed significant recent developments, paving the way for an exciting market potential. With a growing population, increasing disposable income and changing consumer preferences, the demand for dairy products in the region has soared. The surge in demand has led to advancements in production techniques, distribution strategies and product innovation.
The dairy industry in Southeast Asia is set for substantial growth, with major players expanding their offerings and distribution channels to meet shifting consumer preferences. Mother Dairy plans a significant summer expansion, introducing 30 new products, mainly in ice cream and yogurt, driven by an expected 25-30% increase in consumer demand due to high temperature forecasts. To support this demand surge, the company has allocated INR 50 crore towards upgrading its production capabilities.
Mother Dairy is investing INR 750 crore in growth initiatives, which include constructing a new dairy plant in Nagpur with a daily processing capacity of 600,000 liters and a fruit processing facility in Karnataka under the Safal brand. An additional INR 100 crore will be allocated to scaling up existing facilities. The expansion reflects the sector's positive growth trajectory and intensified competition, driven by substantial investments in new product development and capacity enhancement, aligning with evolving consumer preferences in the region.
The Russia-Ukraine conflict has markedly disrupted Ukraine's dairy industry, leading to a substantial contraction in the cattle sector. The decline reflects the broader impact of the war on agricultural productivity, especially in the dairy segment. Despite these challenges, there has been a measured improvement in dairy production efficiency. The industry has managed to stabilize cow inventory to some extent, thanks to enhancements in operational practices and resilience measures.
However, the sector's dependency on imported dairy products has intensified. Poland has emerged as the primary supplier, commanding a dominant share of the Ukrainian dairy import market, with Polish products accounting for significant portions of milk, yogurt, cheese and whey powder imports.
On the export front, Ukraine's dairy sector has demonstrated some recovery, with exports of dairy products showing a notable uptick. According to bne IntelliNews, in October 2023, Ukraine exported 8,790 tons of dairy products worth US$ 18.15 million, marking a 20% increase from the previous month. The growth in exports is a positive sign amidst the ongoing challenges, highlighting the sector's potential for recovery and adaptation.
Milk
Full Cream Milk
Skimmed Milk
Flavored Milk
Powdered and Condensed Milk
Cheese
Soft Cheese
Hard Cheese
Processed Cheese
Butter
Salted Butter
Unsalted Butter
Yogurt
Flavored Yogurt
Greek Yogurt
Drinkable Yogurt
Plant-Based Yogurt
Cream
Whipping Cream
Fresh Cream
Sour Cream
Dairy Desserts
Others
Household
Food Service Industry
Industrial
Supermarkets and Hypermarkets
Specialty Stores
Direct Sales
Convenience Stores
E-Commerce
Others
North America
US
Canada
Mexico
Europe
Germany
UK
France
Italy
Spain
Rest of Europe
South America
Brazil
Argentina
Rest of South America
Asia-Pacific
China
India
Japan
Australia
Rest of Asia-Pacific
Middle East and Africa
In May 2024, Creamline Dairy Products (CDPL), a subsidiary of Godrej Agrovet (GAVL), unveiled Godrej My Farm Milk in Hyderabad. The premium milk is sourced directly from Godrej's farm and is processed with advanced technology to maintain its natural flavor and nutritional integrity. The product benefits from a fully automated, zero-human-touch supply chain, encompassing every step from milking to delivery.
In March 2024, For the first time, Amul is expanding its product offerings beyond India with the introduction of fresh milk in US market. The Gujarat Cooperative Milk Marketing Federation (GCMMF) will launch four variants of Amul fresh milk within the next week, targeting the Indian diaspora and broader Asian communities in US.
Market Competitive Landscape
The major global players in the market include Danone, Arla Foods amba, Nestle, Fonterra Co-operative Group Limited, LACTALIS, Dairy Farmers of America, Inc., Meiji Holdings Co., Ltd., FrieslandCampina, Schreiber Foods and Gujarat Cooperative Milk Marketing Federation Limited.
To visualize the global dairy sector market segmentation based on product, end-user, distribution channel and region as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of the dairy sector market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.
The global dairy sector market report would provide approximately 62 tables, 60 figures and 219 pages.
Target Audience 2024
Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies