China’s beverage industry, COFCO and Beidahuang support further squeezing the Coca-Cola and Pepsi markets by lowering the price of beverages.
In this domestic beverage counterattack,
The top three in the dairy industry have shown a marked decline, and their market share has dropped by about half from two years.
Chinese and Mongolian sheep decreased from 153% to 2%; Icarus decreased from 172% to 91%; Light dropped from 97% to 34%
Instead, the new top three Wandashan rose from 22% to 113%; Fengmin soared from 13% to 14%; Benefit increased from 24% to 57%
The market situation is directly offensive and defensive translocation
In particular, the dairy enterprises with the most serious photo-induced injury in two large bodies were separated.
Moduguang dairy industry head office building
Luo Hai, the general manager, was even more worried after reading the sales in the first quarter of this year.
The agricultural reclamation alliance is too strong, even if Mengyang sells part of its shares to COFCO, there is still no way to withstand the impact of the agricultural reclamation alliance.
In fact, in the dairy war in China, even the adopted "son" will not be too partial to the Mongolian sheep because of his very neutral performance.
What’s more, at present, Yang Yingjun, the managing director of Mengyang, is responsible for the transition management, but Niu Muma has repeatedly disobeyed the strategic arrangement of COFCO.
COFCO also deliberately used the hands of the Agricultural Reclamation Alliance to teach the management of Yimeng Sheep.
And the light side was eaten by a large piece because both sides did not please the market share.
The breeding industry of dairy cows and dairy sheep has been almost integrated by the Agricultural Reclamation Alliance, and the national high-quality raw milk should be taken by the Agricultural Reclamation Alliance.
At present, there are 4.67 million cows owned by the Agricultural Reclamation League and 1.37 million cows farmed together. There are 2.73 million self-owned dairy sheep and 140,000 farmed dairy sheep.
The output of high-quality raw milk in the agricultural reclamation alliance with good management technology and increasingly sufficient feed has reached about 63% of the total domestic raw milk output; And raw goat milk accounts for 67% of China’s total output.
There are not many self-operated dairy farms that are more vulnerable than Mongolian sheep, and international dairy companies can’t compete with the agricultural reclamation alliance for raw milk or large bags of milk powder.
In less than three years, the dairy farming enterprises in Australia and New Zealand closed down more than 40%.
In particular, those small and medium-sized dairy enterprises with a single industry can not directly withstand the impact of market prices, and many small enterprises can give up the Chinese market to develop other markets or stick to their own local markets.
In fact, COFCO and Great Northern Wilderness Australia and New Zealand also took advantage of this opportunity to acquire more than a dozen small and medium-sized dairy enterprises.
There is no fixed self-produced raw milk, not only the quality is uncontrollable, but also the dairy industry has reached a very dangerous edge.
Suddenly Luo Hai’s office door was knocked.
Calm a mood before he said "come in"
Zhang Yawen, the deputy general manager, came in in a hurry and his face was a little low. "Mr. Luo’s application for entering the Agricultural Reclamation League was rejected. Their request …"
When it comes to the end, Zhang Yawen is somewhat awkward.
"What do they want?" Luo Hai asked calmly.
Zhang Yawen handed Luo Hai the rejection letter.
Luo Hai frowned slightly and turned over the letter of rejection. He estimated that the situation was quite different.
It is an unexpected condition that he wants to control or eliminate foreign shares.
That is to apologize for the tainted milk powder incident in 2000 and compensate the victims in that year.
Maybe many people were just a few dairy companies in the tainted milk powder incident, but is this really the case?
If you look at the official list, you will find that there is a humble dairy company among the many problematic dairy companies, that is, Hero Dairy Company.
Although they sold the shares of Hero Dairy after the incident broke out in an attempt to get rid of it, it fooled the general public but not the people of the Agricultural Reclamation League.
This is unforgivable, so the Agricultural Reclamation League demands a public apology and compensation for the victims, or they will be refused to join the Agricultural Reclamation League.
Luo Hai was caught in a dilemma. Although he found a lot, he had one vote to reject Fengmin Agricultural Card, which killed their application.
"Mr. Luo, I think it’s better to discuss it with the board of directors!" Zhang Yawen is also in danger if it is difficult to come around. If the public apologizes and compensates, the consequences will be unpredictable
If it arouses people’s disgust, it may lead to a direct avalanche of market share, and then it will really help the sky.
However, they refused the request of the Agricultural Reclamation League, and they could not get cheap and high-quality agricultural reclamation milk source, which would gradually erode their market share in the fierce price war.
This multiple-choice question made Luo Hai hard to make up his mind. He nodded. "Call the board!"
"Good my horse notice" Zhang Yawen is in a uneasy mood.
On the evening of that day, members of the board of directors sent their own confidants even if they could not be present in person.
meeting room
Luo Hai, with a heavy expression, distributed a copy of the application letter rejected by the Agricultural Reclamation League to someone in the place.
"This is a reply from the agricultural reclamation and an ultimatum. Let’s raise our hands and vote!" Luo Haiyin appears to have strength.
Because he knows this is a bad thing, he, the general manager, may have to take the blame and resign to calm public anger.
Last year, the fund manager took a stake in the light social security fund and hesitated for a moment after reading the conditions of land reclamation before saying
"I agree to apologize and compensate."
Several of his minority shareholders looked at me and I looked at you for a long time.
Fan Huaye, the legal representative of state-owned assets holding 51% of the shares, was silent for a long time, and his heart was also very entangled.
Once this matter is not handled properly, he and Luo Hai can’t get away from it.
Finally, he made up his mind, "I agree to this matter."
If you can save all of them, you can apologize in person, and if you compensate the victims, you can’t agree to the conditions of land reclamation. Sooner or later, the company will be suppressed to bankruptcy.
This price war was completely lost.
April 12
The headquarters of Guang Dairy called a press conference to explain the hero of Guang He on the spot and apologize to the consumers for this matter.