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澳大利亚乳业局:2025年年中澳大利亚乳业现状与展望报告(英文版)(32页).pdf

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1、Mid-year 2025Situation and OutlookGlobal supply Situation OutlookPeak northern hemisphere production has been weaker than anticipated;while there has been minor growth in the United States(US)milk flows,European production has lagged against last season.Additionally,weather conditions in New Zealand

2、 limit continued growth.Looking ahead,further recovery in US milk flows is likely,while European and NZ production may remain constrained.However,US tariff changes and foot and mouth disease in select parts of Europe may carry implications for trade flows.Australian market Situation OutlookThe total

3、 volume and value of dairy sold in retail across the four key categories are growing.Shoppers continue to look towards private label products,right size the packsizes they purchase and consume more in-home.While the latter weighs on the foodservice sector,it has supported the rise of social media as

4、 a source for new recipes,supporting retail sales of some dairy products.However,as shelf prices begin to ease,further value growth in retail may be limited and the pressures of imported products remain.Inputs Situation OutlookFeed and fertiliser prices have climbed,driven by mixed seasonal conditio

5、ns and tightening global supply,particularly for the fertiliser market.Water storage levels sit below last year,and temporary prices have risen from the lows of last season.Feed demand remains firm,both locally and internationally,while fertiliser markets are still dealing with supply challenges,sug

6、gesting these challenges will continue for some time yet.Australian production Situation OutlookChallenging weather conditions in several dairying regions and tighter farm margins,continue to pressure milk flows in the 2024/25 season.Australias milk production is on track to end this season at 8.3 b

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根据报告的内容,本文主要概括了2025年澳大利亚乳业的中期情况与展望,包括以下关键点: 1. **全球供应情况**:北半球产量低于预期,美国牛奶产量略有增长,欧洲产量下降,新西兰受天气影响产量受限。预计美国产量将继续恢复,而欧洲和新西兰产量可能仍受制约。 2. **澳大利亚市场情况**:零售市场四大类乳制品的销量和销售额均呈增长,消费者趋向于购买自有品牌产品,并选择更合适的包装规格。社交媒体成为获取新食谱的重要来源,推动某些乳制品的零售销售。 3. **投入成本**:饲料和化肥价格上涨,受混合季节条件和全球供应紧张影响。水储水平低于去年,临时水价上涨。饲料需求保持强劲,化肥市场仍面临供应挑战。 4. **澳大利亚产量**:受恶劣天气和紧缩的农场利润影响,2024/25产季牛奶产量预计为83亿升,较上季下降1%。预计2025/26产季产量将下降0-2%。 5. **全球需求**:中国买家进口量增加,东南亚和中东买家需求保持强劲。这些地区买家对价格敏感,全球贸易流向可能因未来政策变化而调整。 6. **全球经济**:全球经济前景因政策不确定性和政府优先事项重新排序而变得黯淡。IMF预计2025年全球增长将放缓至2.8%。 7. **汇率**:澳元继续贬值,2025年4月达到0.63美元。澳大利亚央行自2020年以来首次降息。 以上是文章中的核心数据和关键点。
2025年全球乳制品供应情况如何? 2025年澳大利亚乳制品零售市场表现如何? 2025年澳大利亚乳制品生产情况如何?
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