乳制品市场周报 | Dairy Market Weekly Report (May 23– 29, 2026)

乳制品市场周报

Dairy Market Weekly Report

（2026年5月23日-5月29日）

(May 23– 29, 2026)

■国内生鲜奶价格：乳制品需求平淡，奶源过剩，牛奶价格持续低迷。农业农村部5月第3周（截至2026/5/21）监测数据显示：内蒙古、河北等全国10大生鲜乳主产省份生鲜乳平均价格3.03元/公斤，环比上涨0.3%，同比下跌1.3%，较年初累计下跌2.9%；相较2021年8月历史峰值累计跌幅达30.8%，目前处于近十年奶价下行周期的底部区间，行业养殖端盈利持续承压。

Raw Milk Price：Demand for dairy products remains sluggish while raw milk supply exceeds demand, keeping milk prices persistently low. According to the monitoring data released by the Ministry of Agriculture and Rural Affairs for the third week of May (ending May 21, 2026), the average raw milk price across China’s top 10 major producing provinces and Autonomous Region including Inner Mongolia and Hebei stood at 3.03 yuan/kg. It edged up 0.3% week on week, dropped by 1.3% year on year, and posted a cumulative decline of 2.9% since the start of the year. Compared with the record high in August 2021, the price has tumbled by 30.8% in total. Currently, raw milk prices are hovering at the bottom of a decade-long downward cycle, putting continuous pressure on profitability across the dairy farming sector.

■国内乳制品零售价格：商务部信息监测数据显示，5 月第 3 周（截至 2026/5/22）四类乳制品价格环比 “3 涨 1 平”，其中，牛奶价格为12.22 元 /kg，环比上涨 0.08%，同比上涨 0.41%，较年初上涨 0.41%，延续小幅上涨态势；酸奶价格为15.86 元 /kg，环比持平，同比上涨 0.38%，较年初下降 0.06%，整体呈小幅波动、年初略有回落的态势；国外品牌婴幼儿奶粉价格为273.96 元 /kg，环比上涨 0.03%，同比上涨 1.22%，较年初下降 0.04%，呈高位运行、同比涨幅突出的态势；国产品牌婴幼儿奶粉价格为226.52 元 /kg，环比微降 0.05%，同比上涨 0.17%，较年初下降 0.15%，呈整体稳定、小幅温和波动的态势。

Domestic Dairy Retail Prices: Monitoring data from the Ministry of Commerce indicates that in the third week of May (ending May 22, 2026), prices of four types of dairy products registered three increases and one flat week on week. Raw milk was priced at 12.22 yuan/kg, up 0.08% week on week, 0.41% year on year and 0.41% since the start of the year, continuing a modest upward trend. Yogurt stood at 15.86 yuan/kg, flat week on week, up 0.38% year on year and down 0.06% from the beginning of the year, seeing slight overall fluctuations and a mild drop since early 2026. Imported infant formula price was 273.96 yuan/kg, with a 0.03% week-on-week gain and a 1.22% year-on-year increase, while dipping by 0.04% since the start of the year. It has remained at a high level with a prominent year-on-year price growth. Domestic infant formula was priced at 226.52 yuan/kg, edging down 0.05% week on week, up 0.17% year on year and down 0.15% since early this year. The price stayed generally stable with mild fluctuations.

■中乳协发布2025乳业十大科创成果

5月27日，中乳协年度年会在成都举办，发布《2025年度中国乳业科技创新十大成果》，集中展示我国乳业在精准营养、精深加工、智能制造、绿色低碳领域的关键突破。本次成果涵盖多项国产化核心技术，国产婴配专属菌株获批、母乳亲和配方技术落地，乳蛋白提取、原奶柔性加工实现突破，大幅提升婴配原料自主率。同时，行业AI智检、柔性灌装、无菌包装装备实现自主可控，功能糖制造降本增效，全链条绿色生产模式成型。此次科创成果为行业发展明确方向，将持续驱动中国乳业转型升级、高质量发展。（新华网）

China Dairy Industry Association Releases Top 10 Scientific and Technological Achievements of China’s Dairy Industry for 2025

On May 27, the annual conference of the China Dairy Industry Association was held in Chengdu, where the Top 10 Scientific and Technological Achievements of China’s Dairy Industry 2025 were unveiled. The achievements showcase major breakthroughs made by China’s dairy sector in precision nutrition, intensive processing, intelligent manufacturing and green low-carbon development. The list includes a host of domestically developed core technologies. Exclusive domestic strains for infant formula have obtained official approval, and breast milk-friendly formula technologies have been put into practical use. Breakthroughs have also been achieved in milk protein extraction and flexible raw milk processing, greatly boosting the self-sufficiency rate of raw materials for infant formula products. In addition, domestically developed AI-based intelligent inspection systems, flexible filling equipment and aseptic packaging machinery have achieved full independent control. The production of functional sugars has realized cost reduction and efficiency improvement, and a full-industry-chain green production model has taken shape. These technological achievements set a clear direction for the industry and will further fuel the transformation, upgrading and high-quality development of China’s dairy industry. (xinhuanet.com)

■婴幼儿辅助食品被市场监管部门列为最高风险品类进行重点监管

5 月 29 日，市场监管总局表示，婴幼儿辅助食品被划为食品安全最高风险品类重点监管，近五年抽检合格率超 99.5%。目前正推动参照婴配奶粉标准从严管理，同时启动 “守护成长” 专项行动，严查违法生产、虚假宣传等行为，严惩违规企业并曝光典型案例。（中国青年报）

Infant Complementary Foods: Classified as Highest Risk for Strict Regulation

On May 29, the State Administration for Market Regulation stated that such products have been listed as a top food safety risk category for key oversight, with a sampling qualification rate exceeding 99.5% over the past five years. Authorities are stepping up regulation by adopting management standards for infant formula powder. Meanwhile, a special campaign named “Guard Growth” has been launched to crack down on illegal production, false promotion and other violations. Offending enterprises will be severely punished, and typical cases will be publicly disclosed. (youth.cn)

■飞鹤乳源原料鲜活质量管理标准发布

5月28日，中乳协成都年会期间，飞鹤联合中国标准化研究院发布《飞鹤乳源原料鲜活质量管理标准》，该标准通过院士专家评审，填补行业原料鲜活评价空白。标准将奶粉品质管控从成品端前移至原料端，构建工艺、时效、溯源全链条鲜活管控体系，通过自研自产核心原料、严苛时效管控、双日期透明溯源等举措，实现乳品鲜活品质可测、可溯、可验，为行业品质升级树立全新标杆。（新华网）

Feihe Releases Industry-first Standard for Fresh Dairy Raw Materials

On May 28, at the annual conference of the China Dairy Industry Association held in Chengdu, Feihe jointly launched the Quality Management Standard for Fresh Dairy Raw Materials with the China National Institute of Standardization. Approved by a panel of academicians and experts, the standard fills the industry gap in raw material freshness evaluation. It moves milk powder quality control forward from finished products to raw materials, establishing a full-process management system covering technology, timeliness and traceability. Through independent production of core raw materials, strict time control and innovative dual-date traceability, the standard enables measurable, traceable and verifiable dairy freshness, setting a new benchmark for the high-quality upgrading of the dairy industry. (Xinhuanet.com)

■央视探访君乐宝全链透明彰显国产奶粉实力

5 月 23 日，央视新闻携手杨幂、尼格买提探访君乐宝牧场、工厂及科研院，全程溯源见证国产奶粉品质。君乐宝打造全产业链模式，斩获欧洲双认证，多款奶粉配方获权威认可，优萃宝爱奶粉凭借丰富营养收获好评，也得到国际配料企业专业肯定。品牌婴幼儿奶粉与旗下多款产品同源同标，从源头严控品质。君乐宝董事长魏立华谈及品牌初心，坦言如今国产奶粉品质跻身世界前列。（央广网）

CCTV Visits Junlebao: Full Transparent Industrial Chain Shows Strength of Domestic Milk Powder

On May 23, CCTV News, together with Yang Mi and Nigmat, visited Junlebao’s pastures, production plants and research institute to witness the quality of domestic milk powder through on-site tracing. Junlebao has built a fully integrated industrial chain and obtained two major European certifications. Its milk powder formulas have received authoritative recognition. The Youcui Bao’ai formula is well-received for its rich nutrients and widely acknowledged by global food ingredient enterprises. The company applies the same high-standard milk sources to its infant formula and other dairy products, exercising strict quality control from the source. Wei Lihua, Chairman of Junlebao, shared the brand’s original aspiration and stated that domestic milk powder now ranks among the world’s finest. (cnr.cn)

■聚焦蛋白与肌骨健康中老年营养白皮书发布

近日，飞鹤爱本联合首都医科大学发布《中老年肌骨营养健康白皮书》。报告依托超3.4 万份临床数据指出，蛋白质摄入不足是中老年人肌肉流失、骨骼变弱、行动力下降的主因，国内中老年群体普遍存在蛋白质摄入缺口。白皮书建议，日常需增加优质蛋白摄入，搭配矿物质及多种营养素，并结合抗阻训练延缓肌骨衰退。依托本次研究成果，飞鹤爱本也推出适配中老年的营养方案，持续深耕乳蛋白功能营养领域。（人民健康）

White Paper on Musculoskeletal Nutrition for Middle-aged and Elderly Released, Focusing on Protein Deficit & Musculoskeletal Health

Recently, Feihe Aiben, together with Capital Medical University, launched the White Paper on Musculoskeletal Nutrition and Health of Middle-aged and Elderly People. Based on over 34,000 clinical samples, the report points out that insufficient protein intake is a major cause of muscle loss, weakened bones and reduced mobility among the middle-aged and elderly in China, who generally face protein deficiency. The white paper suggests increasing intake of high-quality protein along with minerals and other nutrients, and doing regular resistance training to slow musculoskeletal decline. Drawing on the research findings, Feihe Aiben has rolled out tailored nutritional solutions for this group and will keep exploring functional nutrition of milk protein. (health.people.cn)

■伊利联动举办乳业嘉年华全品类明星产品亮相成都乳博会

5月26日至28日，2026中国乳业技术博览会暨乳业嘉年华在成都举行。伊利联动四川、陕西、甘肃多地同步开展嘉年华活动，集结全品类明星产品，覆盖全年龄段人群，满足大众多元化、个性化营养需求。伊利展区吸引国际乳品联合会（IDF）及国内行业领导、专家莅临参观品鉴。现场开设中医问诊、互动体验等特色活动，人气十足。本次展出涵盖金典、安慕希等多款爆款产品，同时推出适配中老年强骨骼、稳血糖、护肠道的功能性奶粉及益生菌产品，展现强劲创新能力。（新华网）

Yili Hosts Dairy Carnival with Full Lineup of Star Products at Chengdu Dairy Expo

The 2026 China Dairy Industry Technology Expo and Dairy Carnival was held in Chengdu from May 26 to 28. Yili launched simultaneous carnival activities in Sichuan, Shaanxi and Gansu, showcasing its full lineup of star dairy products covering all age groups to meet consumers’ diverse and personalized nutritional needs. Yili’s exhibition booth attracted leaders and experts from the International Dairy Federation (IDF) and domestic dairy industry associations, who visited and appreciated its innovative products. The on-site traditional Chinese medicine consultation and interactive activities gained great popularity. The exhibited portfolio includes flagship products such as Satine and Amposial, as well as functional milk powder and probiotic products tailored for seniors to strengthen bones, stabilize blood sugar and improve intestinal health, demonstrating Yili’s outstanding innovation capabilities. (Xinhuanet.com)

■达能凤凰研究扩容母乳研究数据库取得多项科研突破

近日，达能纽迪希亚在多项妇幼营养学术会议上公布“凤凰研究”最新进展，通过扩容本土化母乳研究数据，进一步完善中国母乳科研体系，获得行业权威认可。本次研究首次系统整合2015至2025年国内母乳HMO相关中英文研究，纳入28项研究、近5000例样本，突破以往研究时空局限，显著提升中国母乳HMO研究的数据完整性与科学性。研究同步在母乳免疫机制、HMO精准检测领域取得突破，探明母乳免疫蛋白、24种HMO在不同泌乳阶段的动态变化特征，多项成果与国内权威科研结论相互印证，夯实了本土化母乳研究数据基础。据介绍，相关母乳科研成果已逐步应用于爱他美系列产品研发。（中国食品安全网）

Danone’s Phoenix Study Expands Breast Milk Research Database with New Scientific Breakthroughs

Danone Nutricia has unveiled the latest findings of its Phoenix Study at several academic conferences on maternal and infant nutrition. By expanding localized breast milk research data, the project further improves the scientific research system for Chinese breast milk and has gained recognition from industry authorities. For the first time, the study systematically integrates Chinese and international research on human milk oligosaccharides (HMO) in China from 2015 to 2025. Covering 28 studies with nearly 5,000 samples, it breaks previous temporal and geographical limitations and greatly enhances the integrity and scientific validity of HMO research targeting Chinese breast milk. The project also achieves breakthroughs in breast milk immune mechanisms and precise HMO detection. It clarifies the dynamic changes of immune proteins and 24 types of HMO at different lactation stages. Its findings are consistent with conclusions from authoritative domestic research, solidifying the data foundation of localized breast milk studies. The scientific insights from the breast milk research have been gradually applied to the development of Aptamil product lines. (cfsn.cn)

■5月份全球乳制品交易平台（GDT）价格分析

2026 年 5月 GDT 两轮拍卖价格终结 4 月回落走势，指数连续两轮小幅上涨，行业整体进入温和修复阶段，市场呈现明显结构性分化。品类方面，脱脂、全脂奶粉价格全月稳步上行，依托欧亚采购需求回暖，叠加大洋洲产季收尾、奶源收缩形成利好支撑；乳脂及奶酪品类表现偏弱，黄油窄幅震荡，无水奶油高位回调，切达奶酪持续走弱，主要受欧盟乳脂供应充足、全球终端需求平淡拖累。预计短期GDT 市场延续温和上行趋势，奶粉品类强势不改，乳脂、奶酪品类将维持震荡偏弱格局。【详情：GDT交易价格分析-2026年5月】

GDT Price Analysis-May 2026

The prices at the two GDT auctions in May 2026 reversed the downward trend seen in April, with the index posting modest gains for two consecutive rounds. The industry has entered a mild recovery phase, accompanied by obvious structural divergence across the market. In terms of product categories, prices of skim milk powder and whole milk powder trended steadily upward throughout the month, supported by rebounding purchasing demand from Europe and Asia, as well as reduced raw milk supply amid the end of the production season in Oceania. By contrast, milk fat and cheese products performed weakly. Butter price moved within a narrow range, anhydrous milk fat price retreated from high levels, and cheddar price kept declining, mainly due to ample milk fat supply in the EU and sluggish global end-market demand. It is expected that the GDT prices will maintain a mild upward trend in the short term. Milk powder prices will stay strong, while milk fat and cheese prices will remain volatile and weak. 【GDT Price Analysis-May 2026】

■中国奶粉消费市场深度解读（完整版）

现阶段，婴配粉触底企稳、守住基本盘，成人奶粉高速爆发、打开增量空间。行业彻底告别人口红利驱动的粗放增长，全面迈入品质红利、细分红利、健康红利主导的高质量发展新阶段。行业格局重构背景下，赛道未来发展走向、企业突围策略成为核心焦点。在行业新一轮变革洗牌中，紧跟精细化、功能化、全龄化发展趋势，依托产品创新与全产业链优势，方能持续抢占市场增量，实现长期可持续发展。【详情：中国奶粉消费市场深度解读（上）】【详情：中国奶粉消费市场深度解读（中）】【详情：中国奶粉消费市场深度解读（下）】

In-Depth Analysis of China’s Milk Powder Market

At present, the infant formula sector has bottomed out and stabilized, maintaining its fundamental market share. Adult milk powder is experiencing robust growth, unlocking new market potential. The industry has bid farewell to extensive growth driven by demographic dividends, and fully entered a new stage of high-quality development led by quality improvement, market segmentation and health-oriented consumption. Against the backdrop of industrial restructuring, the future development of market segments and corporate breakthrough strategies have become major focuses. Amid the ongoing industry reshuffle, enterprises that keep pace with the trends of refinement, functionalization and full-age coverage, and leverage product innovation and full-industry chain advantages will be able to capture incremental market opportunities and achieve long-term sustainable development. 【In-Depth Analysis of China’s Milk Powder Market (Part 1)】【In-Depth Analysis of China’s Milk Powder Market (Part 2)】【In-Depth Analysis of China’s Milk Powder Market (Part 3)】

■为啥小时候喝奶没事，长大却乳糖不耐受？

很多人喝牛奶后出现腹胀、腹泻、肠鸣等不适，常误以为是牛奶变质或肠胃虚弱，实则大多是乳糖不耐受，这属于正常生理现象，并非疾病。牛奶中的乳糖需依靠乳糖酶分解才能被吸收，随着年龄增长，人体乳糖酶分泌量与活性会自然下降，这也是我国超80% 成年人存在乳糖不耐的主要原因。找对方法就能安心喝奶、放心补钙！【详情：为啥小时候喝奶没事，长大却乳糖不耐受？】

Lactose Intolerance: Fine as a Child, Not as an Adult?

Many people experience bloating, diarrhea and stomach gurgling after drinking milk, often attributing the discomfort to spoiled milk or a sensitive digestive system. In most cases, however, it is lactose intolerance — a normal physiological condition, not an illness. Lactose contained in milk can only be absorbed after being broken down by lactase. As people grow older, the production and activity of lactase in the body gradually decrease. This is why more than 80% of adults in China are lactose intolerant. With the right approaches, you can enjoy milk safely and replenish calcium effectively. 【Lactose Intolerance: Fine as a Child, Not as an Adult?】

■躺卧时间=产奶量？揭秘奶牛场最“奢侈”的福利设施

很多人觉得，奶牛只要多吃多喂、频繁挤奶就能高产。事实上，奶牛的生活舒适度也是决定牛奶品质与产量的关键因素之一。业内素有“奶牛躺多久，奶就产多少” 的说法，健康奶牛每日需保持 10-14 小时科学躺卧。躺卧能加快乳腺血液循环，提升泌乳效率，反之则易减产、引发各类疾病。现代化牧场投入成本打造专业牛卧床，床体尺寸贴合奶牛身形，铺设防滑减震软垫与吸湿垫料，既能缓冲压力、防护肢体，又可隔绝潮气。牧场还会定期清洁维护，搭配合理间距保障独立空间。舒适的休憩环境形成良性循环，呵护奶牛健康，从源头保障牛奶的产量与品质。【详情：躺卧时间=产奶量？揭秘奶牛场最“奢侈”的福利设施】

Lying Time = Milk Yield? Uncovering the Most “Luxurious” Facility on Dairy Farms

Many people believe that feeding cows more and milking them frequently will lead to higher milk output. In truth, the comfort level of dairy cows is also a key factor affecting milk yield and quality. As a common saying in the industry goes: The longer cows lie down, the more milk they produce. Healthy dairy cows need to lie down for 10 to 14 hours per day in a scientific manner. Lying down boosts blood circulation in the mammary glands and improves lactation efficiency. Lack of proper rest will result in lower milk production and various diseases. Modern farms equip professional cow beds sized to fit cows’ bodies, which are covered with anti-slip, shock-absorbent cushions and moisture-absorbing bedding. These facilities relieve physical pressure, protect cows’ limbs and keep the area dry. The beds are cleaned and maintained regularly, and arranged with adequate spacing to ensure each cow has its own private space. A comfortable resting environment creates a virtuous cycle, keeps cows healthy, and secures milk yield and quality right at the source. 【Lying Time=Milk Yield? Uncovering the Most “Luxurious” Facility on Dairy Farms】