Welcome to the February issue of China Dairy News
In February, the global economy continued its "weak resilience" recovery, with inflation moderating but regional divergences widening. Geopolitical tensions and supply chain disruptions heightened trade uncertainty. Adjusted holiday schedules for the China‑Europe Railway Express during the Spring Festival reshaped dairy logistics, while New Zealand extended raw‑milk export quotas through March and the EU raised organic‑dairy subsidies by 5%—moves that are reconfiguring global trade flows.
Domestically, policy support underpinned sector recovery. Dairy‑technology patents rose 11.5% YoY, focusing on cold‑chain preservation, probiotics and protein processing. An improving property market boosted consumer confidence, supporting a MoM rebound in retail sales.
MOFCOM issued final rulings in its anti‑subsidy investigation into EU‑origin dairy imports, fostering a level playing field while supporting efforts to optimise trade structures and protect the domestic industry. Several dairy companies released their 2025 performance forecasts, revealing stark divergence that reflects sectoral cycles and varying corporate strategies. This month's coverage centres on policy developments, performance reviews, partnership expansion and regulatory upgrades—all closely aligned with current industry trends.
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