Dairy Products China News(Dairy Products China News 202603)

Published Date：Mar 31, 2026

Monthly Report

Dairy Products

Dairy Products China News provides you with real-time intelligence on China's dairy market.

Demand for dairy products has increased so rapidly in China that the country has become the center of the global dairy market – the main driver of the 'white gold rush' in 2014, and the subsequent crash the following year.

Competition is intensifying as more international dairy companies seek to make their fortunes in this huge market, while domestic players are struggling to remain competitive through M&A, improving raw milk supplies and upgrading processing facilities. Meanwhile, the ecommerce revolution is putting pressure on prices and the government continues to tighten regulations on food safety and imports.

Dairy Products China News will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire dairy industry chain, from raw milk and milk powder to infant formula, cheese and other end products. This includes:

Breaking news from China and abroad
The latest market data, including price information for raw materials, intermediates and end products, import/export data, production, consumption, operating rates, etc.
In-depth analysis of market trends, Chinese government policy, the performance of leading Chinese producers, M&A, new technologies, and more
Expert commentary from industry insiders, including regular guest articles and interviews with insiders at leading Chinese manufacturers, associations and government organizations

Dairy Products China News is also available as a monthly newsletter, which can be downloaded in PDF format. For more information, you can download a free sample below, or get in touch with us directly by emailing econtact@cnchemicals.com or calling +86-20-37616606.

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Table of Contents

Editor's Note

Published Date: Mar 27, 2026

Free

Welcome to the March issue of China Dairy News

Global macroeconomics faces dual pressures of stagflation and recession risks. Geopolitical conflicts have elevated energy prices, with imported inflation exacerbating policy divergence across major economies. Rabobank projects the global dairy market will shift from volume-driven growth to tight equilibrium in H2 2026, as production growth slows in key regions—pressures compounded by feed cost volatility and Middle East instability.

China's economy posted a strong Jan.–Feb. 2026 opening: industrial value-added rose 6.3% YoY, with high-tech manufacturing up 13.1%, underpinning industrial upgrading. Consumption recovered modestly, yet dairy players remain squeezed between upstream overcapacity and downstream demand stimulation, amid protracted raw milk price weakness and intensifying competition.

At this year's Two Sessions, "deep-processing breakthroughs" and "consumption expansion" emerged as industry responses to policy signals. Capital markets' reappraisal of regional dairies' differentiated models points to a new M&A cycle. Meanwhile, EU import controls on China-sourced ARA underscore supply chain security imperatives, accelerating domestic upstream players' technology breakthroughs and import substitution.

Market Analysis

Published Date: Mar 2, 2026

Governmental Direction

Published Date: Mar 2, 2026

Company Dynamics

Published Date: Mar 2, 2026

Raw Milk Price

Published Date: Mar 2, 2026

News in Brief

Published Date: Mar 2, 2026

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