乳制品市场周报 | Dairy Market Weekly Report (May 9– 15, 2026)

乳制品市场周报

Dairy Market Weekly Report

（2026年5月9日-5月15日）

(May 9– 15, 2026)

■国内乳制品零售价格：商务部信息监测数据显示，5 月第 1 周（截至 2026/5/8）四类乳制品价格环比“3 涨1 降”，其中，牛奶价格为12.00 元 /kg，环比下降1.56%，同比下降1.32%，较年初下降1.40%，呈阶段性回调态势；酸奶价格为15.85 元/kg，环比上涨0.06%，同比上涨0.44%，较年初下降0.13%，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274.22 元 /kg，环比微涨0.01%，同比上涨1.39%，较年初上涨0.05%，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226.62 元 /kg，环比微涨0.04%，同比上涨0.37%，较年初略降0.10%，呈整体稳定、小幅温和波动的态势。

Domestic Dairy Retail Prices:According to monitoring data from the Ministry of Commerce, in the first week of May (ending 2026/5/8), retail prices of four dairy product categories posted three rises and one fall week on week. Pure milk price stood at 12.00 yuan/kg, down 1.56% week on week, 1.32% year on year and 1.40% since the start of the year, showing a phased correction trend. Yogurt price averaged 15.85 yuan/kg, rising by 0.06% week on week and 0.44% year on year, while dipping 0.13% from the beginning of the year, with slight fluctuations and a mild decline since early this year. Imported infant formula was priced at 274.22 yuan/kg, edging up 0.01% week on week, up 1.39% year on year and 0.05% higher since the year start, maintaining a high level with a notable year‑on‑year increase. Domestic infant formula price registered 226.62 yuan/kg, up 0.04% week on week and 0.37% year on year, and down slightly by 0.10% from early this year, presenting a mild and narrow fluctuation.

■一季度乳制品结构性回暖低温奶领涨。2026年一季度国内乳制品市场迎来结构性复苏，多数品类销售额由负转正。数据显示，低温纯牛奶、中老年奶粉、低温酸奶销售额同比分别大涨 30.7%、27.4%、11.80%；常温纯牛奶销售额同比下滑 3.10%，降幅持续收窄，行业整体价格呈上行态势。品类格局上，常温纯牛奶仍以近 50% 占比居首，但份额同比下滑近 3%；低温酸奶、中老年奶粉、低温纯牛奶实现份额与销售额双增长。奶酪销售额同比下滑超 12%。高级乳业分析师宋亮向北京商报记者表示，“从今年开始，各个乳企的价盘都在恢复，低温奶还会持续增长，常温奶还会继续下降。从消费结构来看，乳制品要加快调整，一是大力发展低温，二是大力发展结构乳，三是加强ToB业务发展，四是深加工做到极致才有性价比”。(北京商报)

Structural Recovery of Dairy Products in Q1 Led by Refrigerated Pure Milk

China’s dairy market saw structural recovery in the first quarter of 2026, with Sales of most segments returned to positive growth. Data shows sales of refrigerated pure milk, milk powder for middle‑aged and elderly consumers, andrefrigerated yogurt surged by 30.7%, 27.4% and 11.80% respectively. Sales of UHT pure milk fell by 3.10% yearonyear with a narrowed decline, while general dairy prices trended upward.In terms of market share, ambient pure milk remained the top category at nearly 50%, yet its share dropped by nearly 3% yearonyear. Refrigeratedyogurt, milk powder for seniors and refrigerated pure milk achieved growth in both market share and sales. Cheese sales slumped by over 12% yearonyear.Song Liang, a senior dairy industry analyst, told Beijing Business Today that, “Starting from this year, the price structure of all dairy enterprises is recovering. Prices of refrigerated liquid dairy products will maintain steady growth, while prices of ambientliquid dairy products will keep declining. In terms of consumption, the dairy sector needs to accelerate adjustments-first, vigorously develop refrigerated liquid dairy products business; second, put great efforts in upgraded high‑value dairy productsbusiness; third, strengthenB2B business; fourth, only by pursuing deep‑processing to the extreme can cost‑effectiveness be achieved.”(Beijing Business Today)

■美国对我国出口花生四烯酸油产品实施自动扣留。近日，美国FDA官网更新进口预警措施（预警编号99-51），对我国湖北武汉3家关联企业的全部花生四烯酸油产品，实施口岸自动扣留，不合格风险项目为蜡样芽胞杆菌呕吐毒素。FDA进口预警自动扣留，为口岸预防性管控措施，相关货物无需现场检验即可直接暂扣；该措施不等同于产品判定不合格，货物经FDA认可机构检测合格、完成官方审核后，可正常通关入境销售。（食品伙伴网）

US Imposes Automatic Detention on Chinese Arachidonic Acid Oil Exports

Recently, the U.S. Food and Drug Administration (FDA) updated its import alert (Alert No. 99‑51) on its official website, imposing port‑side automatic detention on all arachidonic acid (ARA) oil products from three affiliated enterprises in Wuhan, Hubei Province, China. The risk item for non‑compliance is cereulide produced by Bacillus cereus.The FDA’s automatic detention under import alerts is a preventive port control measure, under which relevant goods are directly detained without on‑site inspection. This measure does not equal a ruling of product non‑conformity. Goods may clear customs normally for entry and sales after passing testing by an FDA‑recognized laboratory and completing official review.(foodmate.net）

■中美经贸磋商初步成果涉及乳制品领域

5月14日，中美两国元首举行会晤，宣布中美经贸团队达成了总体平衡积极的成果。其中包括“双方将解决或实质性推动解决部分农产品非关税壁垒和市场准入问题。美方将积极推动解决中方在乳制品和水产品自动扣留、介质盆景输美、山东禽流感无疫区认定等方面的长期关切。中方也将积极推动解决美方牛肉设施注册、部分州禽肉输华等关切。”（商务部官方微信订阅号）

Preliminary Outcomes of China‑US Economic and Trade Consultations Related to the Dairy Sector

On May 14, the heads of China and the United States held a meeting, announcing that their economic and trade teams had reached generally balanced and positive outcomes. Among them: “The two sides will address or substantially advance solutions to non‑tariff barriers and market access issues for certain agricultural products. The US side will actively work to resolve long‑standing Chinese concerns regarding the automatic detention of dairy and aquatic products exported to the US, the shipment of media bonsais to the US, and the recognition of Shandong Province as a bird‑flu‑free zone. China will also actively address US concerns such as the registration of US beef facilities and poultry imports from certain US states.” (Official WeChat Subscription Account ofthe Ministry of Commerce of China)

■“优化生育支持政策和激励措施”进入青年关注的十大话题。4月10日人民论坛编辑部开展“2026青年关注的十大话题”问卷调查活动，对北京、广东、山东、湖南、浙江等地在校学生或职场青年进行线上调查。从这次调查数据看，“优化生育支持政策和激励措施”进入十大话题之列，得到五成以上参与者的关注。青年关注生育支持，对于婚姻的态度更加理性、审慎。当被问及“青年婚恋观发生了哪些变化”时，七成以上参与者选择“婚恋与家庭从‘人生必选项’逐渐转变为‘可选项’之一”。在传统婚育观念中，婚姻与生育高度绑定，而当前，青年既关注生育支持又不把婚姻视为必选项的态度，正在打破这种绑定关系。（人民论坛网）

“Optimizing Fertility Support Policies and Incentives”Ranked Among the Top 10 Topics of Concern for Young People

On April 10, the Editorial Department of People’s Tribune launched an online questionnaire survey on the “Top 10 Topics of Concern Among Young People in 2026”, targeting students and young professionals in Beijing, Guangdong, Shandong, Hunan, Zhejiang and other regions. According to the survey data, “optimizing fertility‑supporting policies and incentives” ranked among the top ten topics, drawing attention from over half of the respondents. Young people’s focus on fertility support is accompanied by a more rational and prudent attitude toward marriage. When asked about changes in young people’s views on marriage and relationships, more than 70% of participants agreed that “marriage and family are gradually shifting from a must‑have life choice to an optional one.” In traditional perceptions of marriage and childbearing, marriage and having children were closely linked. Today, however, young people’s attitude of valuing fertility support while no longer regarding marriage as a necessity is breaking this long‑standing connection. (rmlt.com.cn)

■乳品深加工乳业新蓝海。当下国内乳制品消费加速向黄油、稀奶油、奶酪等深加工品类升级，行业深加工产品进口依赖度达七成，叠加原奶品质升级、技术迭代、原料奶价走低等利好，国产替代进程持续提速。乳制品深加工可实现原奶价值大幅提升，原制奶酪更是打通乳清蛋白产业链的关键核心，整体产值可达原奶1.5 至 2.2 倍， 2025 年国内乳品深加工原料市场规模达 615 亿元，国产化率仅三成，存在超 400 亿元进口替代空间。品类端建议优先发展稀奶油、黄油，同步攻坚原制奶酪；渠道端依托超 800 亿元规模的茶饮、西餐、烘焙 B 端市场，建议优先布局高景气现制茶咖赛道。产业层面深加工可消化过剩原奶，平抑行业周期波动；企业端多重发展瓶颈逐步破除，成为乳企新增长蓝海。（华创证券）

Deep‑Processed Dairy Products: A New Blue Ocean for the Dairy Industry

China’s dairy consumption is rapidly upgrading toward deep‑processed products such as butter, whipping cream and cheese. The industry relies on imports for 70% of its deep‑processed dairy supplies. Favored by improved raw milk quality, technological innovation and lower raw milk price, domestic substitution is accelerating steadily. Deep processing of dairy products greatly boosts the value of raw milk. Natural cheese, in particular, serves as the core link in the whey protein industrial chain, driving total output value to 1.5–2.2 times that of raw milk alone. In 2025, the market size of raw materials for deep‑processed dairy products in China reached 61.5 billion yuan, with domestic self‑sufficiency at merely 30%, leaving an import substitution potential of over 40 billion yuan.In terms of product categories, priority should be given to developing whipping cream and butter, alongside breakthroughs in natural cheese production. For sales channels, leveraging the B2B market of tea beverages, western‑style catering and baking worth over 80 billion yuan, enterprises are advised to focus first on the booming in-store made tea beverage and coffee segment.

At the industrial level, deep‑processed dairy products help absorb excess raw milk and stabilize cyclical volatility in the sector. For dairy firms, multiple development bottlenecks are gradually being removed, making deep processing a new blue‑ocean growth driver. (Source: Huachuang Securities)

■塑料包装紧缺致日本多种食品停售夏季或迎食品涨价潮。2026年5月11日消息，受中东局势影响，日本制造塑料包装材料的关键原料石脑油供应紧张，导致多家食品生产商因包装不足被迫停售部分产品，且包装价格上涨或引发夏季食品涨价潮。伊朗战事以来，日本原油进口骤降，石脑油供应趋紧。埼玉县一家饺子厂、广岛市一家酱料企业等已停售部分产品，另有多家企业上调食品价格。相关调查显示，44.1%的受访企业已受包装供应不足影响，72.5%计划涨价，35.3%考虑停售部分产品。日本上一轮大规模食品涨价潮出现在2023年。（央视新闻）

Shortage of Plastic Packaging Forces Suspension of Many Foods in Japan; Price Hike Expected in Summer

As of May 11, 2026, affected by the situation in the Middle East, the supply of naphtha, a key raw material for plastic packaging in Japan, has become tight. This has forced many food manufacturers to suspend sales of some products due to insufficient packaging, and the rising price of packaging may trigger a food price hike in Japan this summer.Since the Iran war, Japan’s crude oil imports have dropped sharply, leading to a tight supply of naphtha. A dumpling factory in Saitama Prefecture and a sauce company in Hiroshima have suspended sales of some products, while many other enterprises have raised food prices.Relevant surveys show that 44.1% of the surveyed enterprises have been affected by the shortage of packaging supply, 72.5% plan to raise prices, and 35.3% consider suspending sales of some products. Japan’s last large-scale food price hike occurred in 2023. (CCTV News)

■2026全民营养周妇幼营养科普研讨会顺利召开。日前，由中国营养学会妇幼营养分会主办、佳贝艾特战略支持的2026全民营养周妇幼营养科普嘉年华知识宣教和技能培训研讨会顺利召开。会议汇聚上百名国内顶尖妇幼营养专家，围绕活动部署、核心科普课题等展开宣讲研讨，全国五千余位医务工作者线上同步参会，全网直播热度突破10万。此次会议紧扣“食之有道，婴养无忧”妇幼专属主题，聚焦生命早期1000天关键窗口期，多位专家围绕孕期体重管理、母乳喂养、孕产妇身心养护等核心议题授课，直击家庭育儿痛点。佳贝艾特营养总监发出公益呼吁，邀请医务工作者加入孕产妇心理健康公益行。这是佳贝艾特连续第八年支持全民营养周开展。下一步，双方将持续推进系列科普活动，让专业妇幼营养知识普惠更多中国家庭，助力健康中国建设。（中国网）

2026 National Nutrition Week Maternal and Child Nutrition Science Popularization Seminar Successfully Held

Recently, the 2026 National Nutrition Week Maternal and Child Nutrition Science Popularization Carnival Knowledge Publicity and Skill Training Seminar, hosted by the Maternal and Child Nutrition Branch of the Chinese Nutrition Society and strategically supported by Kabrita, was successfully held. The seminar gathered hundreds of top domestic maternal and child nutrition experts to conduct in-depth lectures and discussions on activity arrangements and core popular science topics. More than 5,000 medical workers across the country participated in the online live broadcast, with the live broadcast popularity exceeding 100,000. Focusing on the maternal and child-specific theme of “Scientific Eating, Worry-Free Infant Care” and the critical 1,000-day window in early life, many experts gave lectures on core topics such as pregnancy weight management, breastfeeding, and physical and mental care of pregnant and lying-in women, addressing the key pain points of family parenting. The Nutrition Director of Kabrita issued a public welfare call, inviting medical workers to join the “Kabrita Love for Pregnancy – Maternal Mental Health Public Welfare Campaign”. This marks the 8th consecutive year that Kabrita has supported the National Nutrition Week. Next, the two parties will continue to promote a series of popular science activities, bringing professional maternal and child nutrition knowledge to more Chinese families and contributing to the construction of a Healthy China. (china.com.cn)

■飞鹤入选黑龙江省院士工作站体系构建乳业创新高地。近日，黑龙江省科技厅集中公示院士工作站建设情况，黑龙江飞鹤乳业有限公司乳品工程院士工作站入选拟备案名单，标志着其科研平台建设获省级权威认可，关键技术攻关与成果转化迈入新阶段。该院士工作站由飞鹤联合朱蓓薇院士团队共建，聚焦乳制品深加工及营养科学前沿，突破乳业关键技术瓶颈。目前飞鹤已实现11种关键乳蛋白原料100%自产且拥有自主知识产权，设备国产化率超80%。（新闻晨报）

Feihe Selected into Heilongjiang Provincial Academician Workstation System to

Build a Highland for Dairy Innovation

Recently, the Department of Science and Technology of Heilongjiang Province publicly announced the construction of academician workstations. The Dairy Engineering Academician Workstation of Heilongjiang Feihe Dairy Co., Ltd. was included in the “proposed filing list”, marking that its scientific research platform construction has obtained provincial authoritative recognition, and the company’s key technological research and achievement transformation have entered a higher stage of development.Co-built by Feihe and the team of Academician Zhu Beiwei of the Chinese Academy of Engineering, the academician workstation will carry out systematic research on cutting-edge fields of dairy deep processing and nutritional science to further strengthen scientific research and innovation capabilities and industry leading position. At present, Feihe has achieved 100% self-production of 11 key milk protein raw materials with independent intellectual property rights, and the localization rate of equipment exceeds 80%. （shxwcb.com）

■我国液态奶行业呈现规模收缩、结构分化、低温崛起特征。

乳制品产量连续两年下滑，液态奶市场规模持续承压，华东为最大消费区域。消费端白奶量价双降，低温鲜奶逆势正增、渗透率仅27.4%，酸奶稳步回暖；竞争格局呈 “两超多强”，头部聚焦低温与细分创新。行业面临基础消费饱和、新业态冲击、产业结构失衡三大挑战。未来低温化、功能化、全域渠道与精深加工成趋势；企业需发力低温赛道、精准营养、下沉市场、全域运营与产业升级，推动行业高质量发展。【详情1：深度｜中国液态奶：规模见顶、结构重构、低温破局（上）(中)(下)】【详情2：一季度乳制品结构性回暖，低温奶增速超30.7%、常温奶跌幅收窄】

China’s Liquid Milk Industry Characterized by Shrinking Scale, Structural Divergence and Rise of Refrigerated Pure Milk

Dairy output has declined for two consecutive years, and the liquid milk market continues to face downward pressure, with East China as the largest consumption region. On the consumer side, both volume and price of ambient pure milk have fallen, while refrigerated pure milk has bucked the trend with positive growth, though its penetration rate stands at only 27.4%. Yogurt consumption is steadily recovering. The competitive landscape features two leading giants plus multiple strong players, with top players focusing on refrigerated products and segmented innovation.

The industry faces three major challenges: saturated basic consumption, disruption from new busness formats, and imbalanced industrial structure. Going forward, refrigerated products development, functionalization, omni‑channel distribution and intensive deep processing will become key trends. Enterprises need to strengthen their presence in the refrigerated products segment, precision nutrition, sinking markets, omni‑channel operations and industrial upgrading to drive high‑quality development of the sector.【China Liquid Dairy Products Market Analysis Report （Part 1）】【China Liquid Dairy Products Market Analysis Report (Part 2)】【China Liquid Dairy Products Market Analysis Report (Part 3)】

■一文读懂｜羊奶凭什么叫“白色黄金”？

羊奶自古便是温润滋补的优质奶源。它脂肪颗粒细腻好吸收，致敏性低，多数肠胃敏感人群都可安心饮用。羊奶呈天然弱碱性，含EGF 修护因子，能温和养护肠胃。其营养丰富均衡，钙铁含量充足，还富含乳铁蛋白、免疫球蛋白及 SOD 等活性成分，可增强身体免疫力，减少换季不适，同时帮助清除自由基，舒缓身体状态。羊奶性质平和四季皆宜，老人、孩童、体虚及亚健康人群长期饮用，都能轻松补充营养，调养身心。【详情：一文读懂｜羊奶凭什么叫 “白色黄金”】

Why Goat Milk Is Called the “White Gold”

Goat milk has long been recognized as a high‑quality milk source known for its mild nourishing properties since ancient times. Its fine fat globules enable easy absorption, with low allergenicity, making it safe for most people with sensitive digestive systems to consume. Naturally weakly alkaline, goat milk contains EGF repair factors that gently protect and nourish the gastrointestinal tract.

Nutritionally balanced and rich, it delivers ample calcium and iron, as well as bioactive components including lactoferrin, immunoglobulins and SOD. This helpboost immunity, ease seasonal discomforts, eliminate free radicals and soothe physical conditions. Mild in nature and suitable for all seasons, goat milk allows the elderly, children, the physically weak and sub‑healthy populations to supplement nutrition and regulate physical and mental health through long‑term consumption.【Why Goat Milk Is Called the “White Gold”】