乳制品市场周报
Dairy Market Weekly Report
（2026年4月11日-17日）
(April 11–17, 2026)
■ 国内乳制品零售价格：商务部信息监测数据显示，商务部信息监测数据显示，本周四类乳制品价格环比“1 涨 1 平 2 降”，其中，牛奶价格为 12.19 元/kg，环比下降 0.08%，同比持平，较年初上涨 0.16%，呈温和上行态势；酸奶价格为 15.8元/kg，环比持平，同比上涨 0.13%，较年初下降 0.25%，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 274.68 元/kg，环比微降 0.04%，同比上涨 1.79%，较年初上涨 0.22%，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 227.01 元/kg，环比微涨 0.04%，同比上涨 0.74%，较年初略涨 0.07%，呈整体稳定、小幅温和抬升的态势。
Domestic Dairy Retail Prices:According to the monitoring data released by the Ministry of Commerce, liquid milk price stood at 12.19 yuan/kg, down 0.08% week on week, unchanged year on year, and up 0.16% from the beginning of the year; yogurt price was 15.83 yuan/kg, stable week on week, up 0.13% year on year, and down 0.25% from the beginning of the year, with overall minor fluctuations and a slight decline since early 2026; imported infant formula was priced at 274.68 yuan/kg, edging down 0.04% week on week, up 1.79% year on year, and up 0.22% from the beginning of the year, maintaining a high level with a notable year-on-year increase; domestic infant formula stood at 227.01 yuan/kg, edging up 0.04% week on week, up 0.74% year on year, and slightly up 0.07% from the beginning of the year, remaining generally stable with mild moderate growth.
■国家统计局：2026年一季度牛奶产量增长3.4%。一季度，牛奶产量同比增长3.4%，较2025年同期增幅扩大1.7个百分点。
National Bureau of Statistics:In the first quarter, milk output increased by 3.4% yearonyear, representing an expansion of 1.7 percentage points compared with the same period in 2025.
今年前两个月乳制品产量同比大幅回升。2026 年 1-2 月，乳制品累计产量达到 513.30 万吨，同比增速大幅回升至 10.5%，扭转了此前连续多月累计同比下滑趋势。
Dairy output rebounded sharply in the first two months of this year.In January-February 2026, the cumulative dairy output reached 5.1330 million tons, with the year-on-year growth rate surging to 10.5%. This reversed the previous declining trend of cumulative year-on-year growth for consecutive months.
■《乳品冷链物流服务规范》行业标准即将实施。据中国物流与采购联合会4月14日发布的标准解读，一项编号为WB/T 1153—2026的《乳品冷链物流服务规范》行业标准已于3月20日发布，并将于2026年5月1日起正式实施。该标准旨在填补乳品冷链物流全流程专项规定的空白，对服务提供方、人员设备、作业流程及追溯管理等提出了明确要求。（中国物流与采购联合会）
Industry StandardCode of Practice for Dairy Cold Chain Logistics Servicesto Be Implemented.According to the standard interpretation released by China Federation of Logistics & Purchasing on April 14, the industry standard WB/T 1153—2026 Code of Practice for Dairy Cold Chain Logistics Services was issued on March 20 and will be officially implemented on May 1, 2026. The standard aims to fill the gaps in special regulations covering the whole process of dairy cold chain logistics, and sets clear requirements for service providers, personnel and equipment, operational procedures as well as traceability management. （China Federation of Logistics and Purchasing）
优然牧业与伊利集团续订乳制品采购等多项框架协议,为期三年。优然牧业（09858）4月13日公告，与伊利集团续签乳制品采购框架协议、原料奶购销框架协议及金融服务三项框架协议，期限为2027年至2029年共三年。其中，乳制品采购年度上限分别为2.04亿元、2.04亿元、2.15亿元；原料奶购销上限为224亿元、242亿元、261亿元。（财中社）
Youran Dairy and Yili Group Renew Multiple Framework Agreements Including Dairy Procurement for a Three-Year Term.Youran Dairy (09858) announced on April 13 that it has renewed three framework agreements with Yili Group, namely the dairy product procurement framework agreement, raw milk purchase and sales framework agreement, and financial services framework agreement, covering a three-year period from 2027 to 2029. Among them, the annual caps for dairy product procurement stand at 204 million yuan, 204 million yuan and 215 million yuan respectively; the annual caps for raw milk purchase and sales are 22.4 billion yuan, 24.2 billion yuan and 26.1 billion yuan. (caipress.cn)
飞鹤爱本荣获iSEE全球奖两项金奖。近日，素有“食品界诺贝尔”美誉的 iSEE 全球奖在 2026 全球食品饮料创新博览会揭晓。飞鹤爱本凭借乳蛋白鲜萃提取科技摘得年度创新技术奖，旗下小分子乳蛋白特膳粉系列斩获产品品牌金奖，成为该奖项罕见双料冠军。本届奖项竞争激烈，5688 个案例参选，金奖获奖率仅 0.2%。飞鹤爱本以技术创新、精准配方与品牌价值脱颖而出，彰显中国功能营养全球竞争力。（中国网）
Feihe Aiben Wins Two Gold Awards at the iSEE Global Awards. Recently, the iSEE Global Awards, known as the Nobel Prize of the food industry, were announced at the 2026 Global Food & Beverage Innovation Expo. Relying on its fresh extraction technology for milk protein, Feihe Aiben claimed the Annual Innovation Technology Award. Its small-molecule milk protein dietary supplement powder series won the Product & Brand Gold Award, making it a rare double gold winner of the event. The competition was fierce this year, with 5,688 entries participating and only a 0.2% gold award winning rate. Standing out through technological innovation, precise formulas and brand value, Feihe Aiben demonstrates the global competitiveness of Chinese functional nutrition. （China.com.cn）
金领冠睿护铂金香港上市。伊利旗下金领冠睿护铂金奶粉近日于香港上市，产品为100%新西兰原装原罐进口。该新品主打“认知+保护”双核配方：Brainyspark认知组合含30种活性脑营养群，DHA含量达110mg；NEW-Protech自护组合添加8种HMOs及高纯珍稀乳铁蛋白；同时采用A2-β酪蛋白奶源与双益生元配方，提升吸收舒适度。产品已率先在香港药房及跨境购平台销售，标志着金领冠加速全球布局。(伊利集团)
Jinlingguan Ruihu Platinum Launches in Hong Kong. Jinlingguan Ruihu Platinum formula, a product of Yili Group, has recently been launched in Hong Kong. The product is 100% original imported from New Zealand in original cans. This new product features a dual-core formula focusing on cognitive development & immune protection: the Brainyspark cognitive complex contains 30 active brain nutrients with a DHA content of 110mg; the NEW-Protech immune protection complex is fortified with 8 HMOs and high-purity rare lactoferrin. In addition, it adopts A2 β-casein milk source and dual prebiotic formula to enhance digestive comfort. The product is first sold at Hong Kong pharmacies and cross-border e-commerce platforms, marking Jinlingguan’s accelerated global layout. （Yili Group）
君乐宝华南乳业全产业链一体化基地一期投产。君乐宝华南乳业全产业链一体化基地一期项目于4月16日在广东江门正式投产。该项目集奶源、研发、生产、科普、旅游及销售总部于一体，本次投产的一期项目拥有鲜奶、酸奶、学生奶等生产线，设计年产量超18万吨，年产值约20亿元。其中，鲜奶生产线已基本满产，缓解了悦鲜活供不应求的状况。依托江门区位优势，君乐宝将构建覆盖华南多省及港澳的高效供应链，并计划于今年6月进入新加坡等东南亚市场，加速国际化布局。（中国经济网）
Junlebao‘s South China Full Industrial Chain Base Phase I Put into Production: Phase I of Junlebao South China full industrial chain base was officially commissioned and put into operation in Jiangmen, Guangdong on April 16. Integrating raw milk production, R&D, dairy production, science popularization, tourism and sales headquarters, the commissioned Phase I project is equipped with production lines for fresh milk, yogurt, student milk and other products. It has a designed annual output of over 180,000 tons and an annual output value of approximately RMB 2 billion. The fresh milk production line has reached near-full capacity, easing the supply shortage of Yuexianhuo fresh milk products. Relying on Jiangmen’s geographical advantages,Junlebao will build an efficient supply chain covering multiple South China provinces as well as Hong Kong and Macao. The company also plans to enter Southeast Asian markets including Singapore in June this year, accelerating its international layout. （China Economic Net）
a2牛奶公司遭遇供应链挑战，调整2026财年展望。4月13日，a2牛奶公司发布公告称，受新莱特产能影响、全球运力紧张以及中国监管检测标准升级等多重因素叠加，旗下“a2至初”婴幼儿配方奶粉出现暂时性局部供应紧张。公司据此调整2026财年收入和盈利展望，但表示仍将保持两位数增长，并强调对中国市场充满信心。（a2牛奶公司公告）
a2 Milk Faces Supply Chain Challenges and Revises Fiscal 2026 Target.On April 13, a2 Milk announced that due to combined factors including production capacity constraints at Synlait, tight global freight capacity and upgraded regulatory inspection standards in China, temporary localized supply shortages have occurred for its a2 Platinum infant formula. The company has revised its revenue and profit target for fiscal 2026 accordingly, while stating that double-digit growth will still be maintained. It also emphasized strong confidence in the Chinese market. （a2MC Announcement）
宜品乳业再度冲刺港股IPO。4月12日，宜品乳业再次向港交所主板递交上市申请，这是其在今年2月底招股书失效后的第二次尝试。招股书显示，该公司是中国第二大羊奶粉企业，2024年市场份额为14.0%。公司此次募资或意在加码特殊医学用途配方食品（FSMP）等高增长业务。(中华网)
Yeeper Dairy Revives Hong Kong Main Board IPO Bid. On April 12, Yeeper Dairy submitted a new listing application to the Main Board of the Hong Kong Stock Exchange. This marks its second attempt after its previous prospectus expired at the end of February 2026. According to the prospectus, the company is China’s second-largest goat milk formula enterprise, holding a 14.0% market share in 2024. Proceeds from the IPO are expected to be used to expand high-growth businesses including Foods for Special Medical Purposes (FSMP). (China.com)
2026 年 1-2 月我国乳制品进口总量 43.85 万吨，同比降 9.0%，呈现“总量承压、结构分化”态势。大宗原料进口下滑，奶酪、酸奶、婴配粉等高附加值品类逆势增长，其中奶酪大增 30.7%。乳制品出口17965吨，同比增长 6.8%，液态奶表现强劲。乳制品进口的结构优化之路也将持续深化。【详情】
Interpretation of China Dairy Trade Data for January-February 2026
China’s total dairy imports reached 438,500 tons in January-February 2026, down 9.0% year on year, showing a trend of overall pressure and structural divergence.
Imports of bulk raw materials declined, while high-value-added categories including cheese, yogurt and infant formula achieved growth against the trend, with cheese imports surging by 30.7%. China’s dairy exports totaled 17,965 tons, up 6.8% year on year, with liquid milk delivering strong performance. Dairy import mix will keep undergoing further structural upgrading. 【Details】
多数人喝奶只知补钙，却不知乳蛋白才是牛奶的核心价值。牛奶被称作「白色血液」，营养构成贴近人体血液，能全方位滋养身体。优质乳蛋白易吸收，兼具修复机体、强化免疫力、辅助控重、强健骨骼、舒缓情绪等多重作用，每日补充优质乳蛋白，才是健康喝奶的关键。【详情】
Why Is Milk Called White Blood?
Most people drink milk only for calcium intake, yet few realize milk protein is its core nutritional value. Known as white blood, milk boasts a nutritional profile highly similar to human blood, providing comprehensive nourishment for the body. High-quality milk protein is highly digestible, and delivers multiple benefits including body repair, immunity boosting, weight management support, bone strengthening and mood soothing. Consuming premium milk protein daily is the key to reaping milk’s health benefits. 【Details】
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