Milk powder "net red" update speed is only three or five years.

Bellamy's, the Australian milk powder, had to adjust its earnings forecasts as it piled up A$110m in large inventories after being abandoned by Chinese purchases, while the A2 quickly made up for it. "The milk powder world is thirty years east of the river, thirty years west of the river."
"magic" for foreign milk powder in the Chinese market? Australia's "net red" milk powder Bellamy because of china's purchase abandoned so that the accumulation of A$110 million of huge inventory, had to adjust performance expectations, the A2 to seize the gap in the market is quickly filled, the first half of 2017 financial year results "crazy", revenue growth of 84%, net profit growth of 290%, and the Chinese market performance growth of up to 384 percent! The latter is thought to have satirized the former, saying that strong demand growth had not brought inventory.
is considered "insinuation" by the industry that the A2 has said it is proud that strong demand growth has not brought inventory. Bellamy's, by contrast, reported weak sales and lengthy supply chains for the first half of 2017, with inventories of about A$105 million to A$110 million at the end of last year, with finished goods accounting for about 75 per cent of the total, compared with A$65 million in the first half of 2016.
Cold on the purchase of the final taste
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bitter fruit
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before the Chinese purchase of cold attitude bellamy tasted the "bitter fruit", was gradually abandoned bellamy thought that China's business is good to do, Its direct supply platform in China to set up manufacturers want to shake off the arms of the sale, thinking that can bypass the establishment of a stable huge purchasing team, the result encountered Waterloo, milk powder inventory backlog of up to 110 million Australian dollars, this "massive inventory" is considered by the industry for a while and a half will be difficult to digest. This reporter understand found that it in China played the so-called "anti-haze hazard" card, said "to create a health shield for the baby", but this move does not seem to trigger a market reaction.
people cry on the people laugh, the newly promoted "net red" A2 became the current winner. A2 reported a 290 per cent jump in net profit after tax of NZ$39.4 million in the first half of fiscal 2017, even higher than its full-year net profit for the 2016 financial year, due to strong demand for A2 infant formula in New Zealand, Australia and China. Unlike Bellamy's, which blames China's Haitao New Deal for falling sales and profits, A2's revenues in China unexpectedly jumped 348 per cent. But the brand also admits that China's milk powder market is one of the most complex in the world.
parents should not be too superstitious Haitao
"" 'milk powder world' can be said to be 30 years east of the river 30 years west, in fact, 'net red' update speed can be said to be only three or five years. Industry watchers told this newspaper that Bellamy's and the current A2 had laughed or were laughing, but a sharp slowdown in sales growth in the short term was also likely." Many imported brands of milk powder are growing too much in China, but they are also quickly touching the ceiling of sales and market share. "It's a statement.
This reporter was informed that, in fact, the state of infant formula from the source of production to storage and sales of all aspects are more and more stringent, the food and drug supervision department in recent years many spot tests found that the milk powder pass rate has exceeded many other food categories. "Overall, domestic milk powder can be safely consumed, and the production date is likely to be closer, I hope parents rational consumption, do not be superstitious." The industry insider said.