越南乳製品行業（2022-2031 年）

越南的乳製品行業收入幾乎翻了一番，從 2017 年的 44 億美元增至 2021 年的 84 億美元，但國內生產滿足了不到一半的需求。 2021年越南進口乳製品價值118億美元，比上年增長12.4%。

從 2022 年到 2031 年，乳製品的需求預計會增加，為投資者創造更多的市場機會。越南的有機乳製品、天然鮮奶製品和含乳保健食品預計將在未來幾年保持高速增長。

在本報告中，我們研究和分析了越南的乳製品行業，討論了經濟和政策環境、COVID-19 的影響、市場規模和預測、進出口狀況、主要公司、驅動因素、制約因素、未來展望等提供有關信息

內容

第一章越南概況

• 地理位置
• 越南人口結構
• 越南經濟
• 越南的最低工資（2011-2022 年）
• COVID-19 對越南乳製品行業的影響

第二章越南奶牛養殖發展環境

• 越南乳製品的歷史
• 越南的乳製品種類
• 越南乳業政策環境

第三章越南奶牛養殖供需狀況

• 供應狀態
• 需求情況

第四章越南乳製品進出口情況

• 進口狀況
  • 進口量和價值
  • 主要進口商
• 出口狀態
  • 出口量和價值
  • 主要出口目的地

第 5 章越南奶牛養殖市場競爭

• 進入越南乳製品行業的障礙
  • 品牌障礙
  • 質量障礙
  • 資金障礙
• 越南奶牛養殖業的競爭結構
  • 乳製品供應商的議價能力
  • 消費者的議價能力
  • 越南乳製品行業的競爭
  • 乳製品行業的潛在進入者
  • 乳製品替代品

第六章越南主要乳品企業分析

• Vinamilk
  • 歷史
  • 主要產品
  • 運營模式
• FrieslandCampina Vietnam Co., Ltd.
  • 歷史
  • 主要產品
  • 運營模式
• Nutifood Nutrition Food Joint Stock Company
  • 歷史
  • 主要產品
  • 運營模式
• TH True Milk
  • 歷史
  • 主要產品
  • 運營模式
• Abbott
  • 歷史
  • 主要產品
  • 運營模式
• Nestle Vietnam
• Vinasoy

第 7 章越南乳業展望（2022-2030 年）

• 越南乳業發展因素分析
  • 驅動因素和發展機會
  • 威脅和挑戰
• 供應預測
• 需求預測
• 進出口預測

Vietnam's dairy industry revenues nearly doubled from USD4.4 billion in 2017 to USD8.4 billion in 2021, with less than half of the demand met by domestic production. The value of dairy products imported into Vietnam in 2021 was USD11.8 billion, increased 12.4% YOY.

According to CRI's analysis, there are more than 200 dairy producers in Vietnam by the end of 2021. The dairy market in Vietnam is mainly dominated by major players such as Vinamilk, Nestle Vietnam, Nutifood, Frieslandcampina and TH Group. The number of cows in Vietnam will increase from 330,000 in 2019 to 700,000 in 2030.

Vietnam's fresh milk production reached 1.2 billion liters in 2021 and will rise to 2 billion liters by 2030. Despite the rise in production, domestic fresh milk production can only meet 40-50% of domestic demand, with the rest relying mainly on imports.

In addition to relying on imported fresh milk, Vietnam also imports cows, animal nutrition products and production materials of animal feed. To remain competitive, local companies are looking for quality management and food safety solutions, while larger companies are investing in Industrial 4.0 technologies and R&D.

Milk consumption per capita in Vietnam was only 28 liters in 2021, lower than Thailand (35 liters) and Singapore (45 liters), with huge potential for growth. CRI expects milk consumption per capita in Vietnam to reach 40 liters by 2030. Consumption is gradually increasing, driven by a large, young and fast-growing population (around 100 million people) and the rising purchasing power of the country's middle class.

Dairy companies are also seeing increasing opportunities to serve Vietnam's elderly population (65+), which is expected to reach 14% in 2040, up from 7% in 2020.

In addition, Vietnam's dairy exports are growing rapidly. Vietnam's dairy exports value exceeds USD300 million. Vietnam's dairy products are exported to more than 40 countries. According to CRI's analysis, China has granted transaction codes to eight Vietnam's dairy companies (20 factories), allowing them to export their products to China.

In terms of product segmentation, milk powder and liquid milk total nearly three-quarters of Vietnam's dairy market size. Most of the milk powder imported into Vietnam is processed into remade milk. Among liquid milk, the preferred form is UHT milk because of its longer shelf life, especially in rural areas where cold chain facilities are not well developed.

According to CRI's analysis, the fastest growing segment of Vietnam's dairy market in terms of sales volume in 2021 is milk powder, with production volume reaching about 152,000 tons, up about 13% year-on-year, followed by yogurt, liquid milk, etc.

According to CRI's analysis, the demand for cheese and butter is rising rapidly due to the growing influence of Western food in Vietnam, especially among the younger generation in urban areas.

CRI expects the demand for dairy products to rise in Vietnam's market from 2022-2031, with more market opportunities for investors. Organic dairy products, natural fresh milk products, and dairy-containing health food products in Vietnam are expected to maintain a fast growth rate in the coming years.

Topics covered:

• Overview of Vietnam's Dairy Industry

• Economic and Policy Environment of Vietnam's Dairy Industry

• What is the impact of COVID-19 on Vietnam's dairy industry?

• Vietnam's Dairy Market Size, 2016-2021

• Forecast on Vietnam's Dairy Market, 2022-2031

• Import and Export Analysis of Dairy Products in Vietnam

• Analysis of Major Dairy Companies in Vietnam

• Key drivers and Market Opportunities in Vietnam's Dairy Industry

• What are the key drivers, challenges and opportunities for Vietnam's dairy industry during 2022-2031?

• What is the expected revenue of Vietnam's dairy industry during 2022-2031?

• Which segment of Vietnam's dairy industry market is expected to dominate the market in 2031?

• What are the major adverse factors facing Vietnam's dairy industry?

Table of Contents

1 Overview of Vietnam

• 1.1 Geographical Situation
• 1.2 Demographic Structure of Vietnam
• 1.3 Economy of Vietnam
• 1.4 Minimum Wage in Vietnam, 2011-2022
• 1.5 Impact of COVID-19 on Vietnam's Dairy Industry

2 Development Environment of Vietnam's Dairy Industry

• 2.1 Brief History of Dairy Products in Vietnam
• 2.2 Types of Dairy Products in Vietnam
• 2.3 Policy Environment of Vietnam's Dairy Industry

3 Supply and Demand Situation of Vietnam's Dairy Industry

• 3.1 Supply Situation
• 3.2 Demand Situation

4 Import and Export Situation of Vietnam's Dairy Industry

• 4.1 Import Status
  • 4.1.1 Import Volume and Import Value
  • 4.1.2 Main Import Sources of Vietnam's Dairy Products
• 4.2 Export Status
  • 4.2.1 Export Volume and Export Value
  • 4.2.2 Main Export Destinations of Vietnam's Dairy Products

5 Market Competition in Vietnam's Dairy Industry

• 5.1 Barriers to Entry in Vietnam's Dairy industry
  • 5.1.1 Branding Barriers
  • 5.1.2 Quality Barriers
  • 5.1.3 Capital barriers
• 5.2 Competitive Structure of Vietnam's Dairy Industry
  • 5.2.1 Bargaining Power of Dairy Suppliers
  • 5.2.2 Bargaining Power of Consumers
  • 5.2.3 Competition in Vietnam's Dairy industry
  • 5.2.4 Potential Entrants in the Dairy Industry
  • 5.2.5 Substitutes for Dairy Products

6 Analysis of Major Dairy Companies in Vietnam

• 6.1 Vinamilk
  • 6.1.1 History of Vinamilk
  • 6.1.2 Vinamilk's Main Products
  • 6.1.3 Vinamilk's Operation Model
• 6.2 FrieslandCampina Vietnam Co., Ltd.
  • 6.2.1 History of FrieslandCampina Vietnam Co., Ltd.
  • 6.2.2 FrieslandCampina Vietnam Co., Ltd. 's Main Products
  • 6.2.3 FrieslandCampina Vietnam Co., Ltd. 's Operation Model
• 6.3 Nutifood Nutrition Food Joint Stock Company
  • 6.3.1 History of Nutifood Nutrition Food Joint Stock Company
  • 6.3.2 Nutifood Nutrition Food Joint Stock Company's Main Products
  • 6.3.3 Nutifood Nutrition Food Joint Stock Company's Operating Model
• 6.4 TH True Milk
  • 6.4.1 History of TH True Milk
  • 6.4.2 TH True Milk's Main Products
  • 6.4.3 TH True Milk's Operation Model
• 6.5 Abbott
  • 6.5.1 History of Abbott
  • 6.5.2 Abbott's Main Products
  • 6.5.3 Abbott's Operation Model
• 6.6 Nestle Vietnam
• 6.7 Vinasoy

7 Outlook on Vietnam's Dairy Industry, 2022-2030

• 7.1 Analysis of Vietnam's Dairy Industry Development Factors
  • 7.1.1 Drivers and Development Opportunities for Vietnam's Dairy Industry
  • 7.1.2 Threats and Challenges to Vietnam's Dairy Industry
• 7.2 Forecast on Vietnam's Dairy Industry Supply
• 7.3 Forecast on Vietnam's Dairy Market Demand
• 7.4 Forecast on Vietnam's Dairy Import and Export

Selected Charts

• Chart Total Population of Vietnam, 2006-2021
• Chart Vietnam's GDP Per Capita, 2011-2021
• Chart Related Policies of Dairy Industry Issued by the Vietnamese Government, 2008-2021
• Chart Vietnam's Dairy Production, 2016-2021
• Chart Domestic Consumption of Dairy in Vietnam, 2005-2021
• Chart Vietnam's Dairy Import Volume, 2005-2021
• Chart Import Value of Dairy in Vietnam, 2010-2021
• Chart Vietnam's Dairy Import Sources and Import Value, 2018-20201
• Chart Vietnam's Dairy Exports, 2005-2021
• Chart Vietnam's Dairy Export Value, 2010-2021
• Chart Vietnam's Dairy Export Destinations and Export Value, 2018-2021
• Chart Forecast on Vietnam's Dairy Production, 2021-2030
• Chart Forecast on Vietnam's Domestic Dairy Market Size, 2021-2030
• Chart Forecast on Vietnam's Dairy Imports, 2021-2030
• Chart Forecast on Vietnam's Dairy Exports, 2021-2030