行业研究报告题录
制造业--农副食品加工业(2018年第4期)
(报告加工时间:2018-03-26 -- 2018-05-01)

境内分析报告

  • 行业月度报告-食品201711
    11 月,食品制造业工业企业增加值同比增长 9.6%;酒、饮料和精制茶制造业工业企业增加值同比增长 8.3%;农副食品加工业企业增加值同比增长 6.1%。行业固定资产投资增速持续放缓。其中,农副食品加工业投资同比增长 2.6%;食品制造业固定投资同比增长 0.7%;酒、饮料和精制茶制造业投资同比减少 5.4%。中国盐业协会表示,全国已有三分之一的食盐定点生产企业和多品种盐公司开始建设追溯体系,2018 年将加快引导食盐企业进入全国食盐电子防伪追溯服务平台。近年来我国食品工业发展成效显著,长期来看食品工业将继续保持积极增势。继澳优、圣元之后,美赞臣也宣布加入配方液态奶大军,尽管目前配方液态奶在国内仍是一个新兴市场,但其发展前景向好,未来市场空间或将达百亿。
  • 行业月度报告-食品201710
    10 月,食品制造业工业企业增加值同比增长 10.6%;酒、饮料和精制茶制造业工业企业增加值同比增长 9.5%;农副食品加工业企业增加值同比增长 5.0%。行业固定资产投资增长有所放缓。其中,农副食品加工业投资同比增长 2.9%;食品制造业固定投资同比增长 1.2%;酒、饮料和精制茶制造业投资同比减少 4.8%。食药监总局发布《网络餐饮服务食品安全监督管理办法》,将进一步加强网络餐饮服务食品安全监督管理,保证餐饮安全。“三同”食品首次亮相“第十九届中国零售商博览会”,这类产品符合我国消费升级的需要,市场前景广阔。康师傅将出资在天津设立食安检测中心,推动食品安全技术的高端研发和研发成果转化,全方位提升行业的食安水平。
  • 行业月度报告-食品201712
    12 月,食品制造业工业企业增加值同比增长 9.5%;农副食品加工业企业增加值同比增长 8.2%;酒、饮料和精制茶制造业工业企业增加值同比增长 7.5%。行业固定资产投资增速呈现“两升一降”。其中,农副食品加工业投资同比增长 3.6%;食品制造业投资同比增长 1.7%;酒、饮料和精制茶制造业投资同比减少 5.9%。李克强总理签署国务院令,公布修订后的《食盐专营办法》,《办法》在多方面进行了完善,为我国实施盐改后行业安全稳定运行提供了保障。近期,华润雪花啤酒、青岛啤酒、燕京啤酒相继发布提价公告,为近十年来的首次集体提价;随着消费偏好的调整,精酿啤酒未来增长潜力巨大。徐福记联合京东开启春节销售,体现了徐福记对电商市场的看好,随着电商销售占比不断提升,年糖销售也开始侧重电商领域。

境外分析报告

  • 加纳食品和饮料报告 - 2018第二季度
    Agriculture remains the most significant sector of the economy, accounting for about half of GDP and a significant chunk of export inflows. The Ghanaian agriculture sector is dominated by cocoa and the industry is attempting to significantly increase domestic production and consumption. The agricultural sector is benefiting from overseas funding support. The United States Agency for International Development has attracted USD156mn in support for smallholder farmers in Ghana through the Financing Ghanaian Agriculture Programme. Ghana is working towards reducing food exports. Despite significant agricultural potential, Ghana imports roughly two-thirds of staple products (such as wheat and rice). An investment programme aims to support 1mn farmers by 2021, in the hopes of reducing reliance on imports.
  • 南非饮食报告 - 2018年第二季度
    Although South Africa's wider food industry is comfortably Africa's most advanced, the market remains some way behind most developed states when it comes to organics. Food production is a major manufacturing sector, accounting for about 15% of overall domestic production. The sector is highly competitive, with more than 1,800 food production companies. However, 10 large players dominate the industry, accounting for 68% of total turnover.
  • 印尼食品和饮料报告 - 2018年第二季度
    Global food companies such as Nestlé and Unilever have expanded their production facilities in the country in recent years. Confectionary imports are only within the reach of the wealthy minority, leaving the mass market to domestic competition. An estimated 88% of the country's population is Muslim, thus the demand for halal-certified products is high. The government continues to invest in agriculture and has set a target of becoming self-sufficient in maize production in 2018. Around 3mn new hectares of maize plantations were established in 2017.

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