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国产乳业打响差异化竞争 A2蛋白产品能否成为破局关键?

2017-08-24 14:06:20   中国经济网

经济日报-中国经济网北京8月24日讯 (记者 吴晓薇)随着消费者需求不断升级,高端乳产品逐渐成为乳企竞争的利器,A2蛋白类产品趁此机会崭露头角。

有研究称,A2β-酪蛋白成分和母乳中的β-酪蛋白分子结构更为接近,更加亲和人体。同时,A2β-酪蛋白在消化过程中不会生成β-酪啡肽-7(BCM-7),不刺激肠胃,更易于人体消化和吸收,体感更好。不过,目前国际上对该成分的功效尚无定论。

高级乳业分析师宋亮向经济日报-中国经济网记者表示,近年来,无论是奶粉还是液态奶同质化现象都非常严重,乳品企业只能不断找出技术差异来体现不同,以提高其终端价值,推动产品向高端化发展。

跨境A2蛋白奶粉销量惊人

经济日报-中国经济网注意到,主打A2蛋白婴幼儿配方奶粉的新西兰乳制品公司a2 Milk昨日发布了2017年全年财报。在澳洲本地和中国市场对a2 白金婴幼儿配方奶粉需求旺盛的推动下,公司税后净利润飙升近200%至9060万纽元。

这份财报显示出中国市场对A2蛋白类产品的大量需求。数据显示,中国市场的销售收入增速不断加快,运营EBITDA的增幅高达275.6%。值得注意的是,这里显示的中国市场仅为官方在中国直接销售的产品。而且,a2在澳新地区的大量产品,特别是婴幼儿配方奶粉,其实都通过代购的灰色渠道源源不断地运往了中国。因此中国市场的需求和规模远比财报中的数据更大,也体现出了中国市场的重要性。

据了解,进入中国市场的a2产品分为显示英文标签的和显示中文标签两类,其中90%以上的收入都来自于英文标签的a2产品。除了代购外,英文版产品还通过跨境电子商务(CBEC)渠道进入中国。而中文版产品通过中国合作经销商中国农垦(China State Farm)进口至中国,并进行进一步的分销销售。目前a2白金婴幼儿配方奶粉的注册,已经通过Synlait于2017年3月提交。

a2执行董事Geoffrey Babidge表示,“中国仍是未来业务发展的重点,对中国市场的直接销售也在继续增长。”

对此,宋亮指出,跨境平台商对于a2的产品在中国的销售起到了重要的作用。之所以a2产品能取得成功主要取决于两个因素:一是其在中国打造和推广的概念得到了很多来自一二线城市消费者的关注和认同,二是利用了跨境购的快速发展。“a2和贝拉米奶粉有一个共同之处,就是借助了中国的跨境购渠道迅速的实现了B2C和B2B业务的发展,从而实现了这个产品通过互联网跨境的方式在中国市场迅速推广”

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