Six Enterprises Gathered In The Northeast Dairy Milk With Or By The Gold Price Rise Of Milk
Production of dry dairy products in the first quarter rose background
, as a high-margin areas of dairy Milk powder Increasingly become the focus of competition of all local enterprises, of which the milk problem has become the top priority. Erie last week announced that it would pay 552 million yuan investment in the 45,000-ton annual output of Heilongjiang Duerbote formula projects, achieving Inner Mongolia, Heilongjiang, Xinjiang Shihezi milk with a further three gold layout, the total capacity is expected from the Erie milk increased to 200,000 tons 150,000 tons.
"Personal view is that the Northeast are the three golden milk with the best." Cotton, dairy specialist, said Wang Ding, Wanda, Flying crane , Nestle, Red Star, Ashley Northeast are gathering, and completed the layout. National brands such as Yili Sharu as individual investors may be more than an outlet, but may be due to intense competition, leading to higher milk prices, the cost pressure caused by local businesses.
Erie Heilongjiang base will increase production capacity to 200,000 tons
Erie last week announced that it would pay 552 million yuan investment in the 45,000-ton annual output of Heilongjiang formula Duerbote project construction period is 19 months, the expected investment return rate of 43.67%, 30.43% internal rate of return . Insiders Shi Hong-kai (her real name) told reporters that as early as 2006, the Erie will be declared by virtue of Hohhot, Inner Mongolia, Heilongjiang Duerbote, Shihezi, Wuhan 4 milk base layout to achieve a dry dairy products, the latest Heilongjiang base should be is the original 30,000 tons on the basis of the expansion.
Reporter learned that this project is based on 2007 annual General Assembly adopted the "2008 Annual Management Policy and Investment Scheme" for implementation, and this program has said it will invest 2.944 billion yuan for liquid milk, milk powder, Yogurt Such number of projects. Erie melamine incident in the past, the 2009 financial statements has been officially turn around, and constantly increase the intensity and scope of investment. Last year in July, 300 million in the construction of Tianjin in north China's largest milk powder base, this year they have invested in Fuxin, Liaoning Province and the milk base Dairy Production project in Shenyang Shenbei invest 400 million yuan to be an area of 1,000 acres, on hand 10 000 breeding cows base project. In the last two, Weifang in Shandong province also plans to produce 900 tonnes of new Japanese ultra-high temperature sterilized milk and cold items daily output of 140 tons, the amount of investment 390 million yuan.
States gold stock analysis report, the current total capacity of Erie is 15 million tons of milk powder, including formula milk powder production capacity of about 110,000 tons, only to bear the main logistics base in Tianjin, and the role-packing hub, the new project put into operation by the end of 2012 , production capacity will increase to 20 million tons of formula milk production more than 150,000 tons.
Reporter learned that, as the largest milk powder and infant formula manufacturers, Erie since 2004 (except 2008, foreign) investment in new projects each year, and milk distribution business. Filing shows Erie formula businesses in 2009 to achieve 23% growth, internal accounting for 20.34%, the highest first quarter sales doubled in Jinling. "At present the domestic milk market concentration is still relatively low, no more than 15% share of a company, Erie and further demonstrate the capacity expansion of its milk powder king's ambition and striving." Gold stock this country maintained its buy rating on early .
And CITIC Securities to the data show that domestic production of dry dairy products has been significant recovery of the first quarter of 2009, total production of dry dairy products, 66.9 million tons, a decrease of 27.76%, the first quarter of this year, although production is still only 688,000 tons, but have achieved year on year rise. Galaxy Securities is also the view that since Sanlu Second and third line down part of the market share of the city to the Erie milk business recovery rate will be higher than expected.
Wandashan flying crane Nestle star Ashley gathered Northeast
Reporter noted that this year, the dairy companies have accelerated the pace of investment and construction. Bright Dairy Also spent 1.468 billion yuan investment in the first quarter, building Minhang District, Shanghai Bright Dairy Industrial Park project, Ma, construction period of 30 months, is expected to dynamic investment recovery period is 6.19 years.
Six Enterprises Gathered In The Northeast Dairy Milk With Or By The Gold Price Rise Of Milk
By: tianli
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