Yesterday, many supermarkets and distributors in Guangzhou said in an interview with reporters that they have received feedback from dairy giants such as Mengniu and Yili, and their prices have risen by about 5%, mainly in high-end liquid milk products.

The domestically produced liquid milk, which has been quiet for a long time, has recently received news of price increases. Yesterday, a dairy dealer who did not wish to be named told reporters that Yili had raised the shipping price of high-end liquid milk in some parts of Guangdong province about 1 month ago, and the increase rate was 3%. In addition, the "Want-Wang" brand milk shipment price also rose, or about 10%.

Co-existence of price reduction promotions and price increases

According to a contact person in a supermarket in Guangzhou, Mengniu’s “Terransu” and Yili “Golden Code” are the fastest on August 15, the slowest at the end of the month. Another related person in charge of a large supermarket chain in Guangzhou also disclosed. "The 'Golden Code' rose about 5%, and the price of 'Terransu' pure milk (250ml x 12 boxes) rose from 59 yuan to 62 yuan." There are supermarket sales staff who said: "As early as August 9th The price of 'Terransu' organic milk rose from 68 yuan to 73 yuan. It is said that Yili 'Golden Code' organic milk will rise in price in a few days."

Although the "price increase" has started, domestic liquid milk still has a price reduction promotion in some supermarkets. In a foreign supermarket, where the purchase of 'Golden Code' organic milk is reduced by 10 yuan per box; "Terransu" organic milk and "Terransu" milk are deducted by 5 yuan.

Milk Firms: Fine-tuning of individual products
As for the news that the liquid milk prices have been rising from the channels, the reporters respectively asked the milk companies for an answer. Mengniu’s reply stated that Mengniu’s products currently do not have plans for large-scale unified price adjustments, but the prices of individual products will be fine-tuned depending on the market conditions; Yili’s contacts suggest that reporters should pay attention to the market situation.

However, insiders of Mengniu and Yili denied that New Zealand’s Fonterra incident would be related to the price adjustment of their products.

Yesterday, Zhang Xiao (a pseudonym), a senior salesperson of a liquid milk milk company, said, "They need to raise high-end liquid milk. It seems normal to me." The dairy giants need to implement regional price increases. Does the terminal channel buy it? It is also common to promote sales while talking about price increases.

Domestic raw milk prices rise to a milk headache

Analysts said that in fact, the promotion of this year's milk prices is still an internal factor in the domestic supply of raw milk tension.

“As far as I know, the current demand for raw milk in the north is greatly increased and prices have generally risen by 10%,” said an insider of a dairy company. Statistics from the Ministry of Agriculture show that the price of raw milk increased by 7.6% at the end of June from the beginning of September of the previous year. By the end of July, the average price of raw milk in the 10 major dairy provinces (regions) including Inner Mongolia and Hebei Province was 3.58 yuan/kg, up 0.3% from last week and up 9.5% year-on-year. The above major producing provinces (regions) accounted for about 80% of the national raw milk production.

Chen Sanyou, president of the Guangdong Provincial Dairy Association, said that dairy products that use fresh milk will be more affected by the increase in raw milk prices. If not, dairy companies will still absorb the cost of milk prices themselves because they have to take into account market reactions.