奶粉

Lex_China dairy: of milk and money
Lex專欄:投資中國乳品?


中國乳製品需求有望每年成長10%以上。從現在到2018年,人均牛奶消費量將接近翻番。如果中國乳製品行業能夠擺脫醜聞影響,值得投資者考慮。

Fancy a splash of milk with that? In China’s case the country does not have nearly enough to offer. Small dairy farms with low production yields are failing to meet demand. Distrust of scandal-hit local brands has driven parents as far as the UK and Australia in search of foreign-made baby milk. And to top it off, one of those foreign producers has been caught up in its own scare.

想加點牛奶嗎?但在中國,牛奶供應還遠遠不夠。小型奶牛場產量低,無法滿足需求。醜聞導致的對本土品牌的不信任,驅使父母們遠涉英國和澳洲,搜尋國外生產的嬰兒奶粉。而糟糕的是,那些外國生產商中,也有一家陷入了自己帶來的恐慌。

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