“三聚氰胺事件”后,越来越多的奶企意识到了“奶源”的重要性,“抢奶源”逐渐风行业内,“得奶源者得天下”已经成为趋势。在梳理近年行业历程中,中投顾问食品行业研究员简爱华总结,奶源的建设发展受制于自然资源,随着消费者需要的增高,奶源将越来越稀缺,储备奶源已经成为众多企业的长远战略。或许,企业的长远战略该提前行动了。2013年年底,国家食药监总局发布婴幼儿配方乳粉生产许可审查细则(2013)版,明确要求主要原料为生牛乳的企业,其生牛乳应全部来自企业自建自控的奶源基地,并逐步做到生牛乳来 After the “melamine incident”, more and more dairy enterprises are aware of the importance of “milk source,” “grab the milk source,” and gradually become popular in the industry. trend. In combing the course of the industry in recent years, investment adviser Jianhua Shi, investment adviser in the Food Industry concluded that the construction and development of milk sources subject to natural resources, with the increasing needs of consumers, the milk will become increasingly scarce, the reserve milk has become a large number of enterprises Long-term strategy. Perhaps the company’s long-term strategy should move ahead of schedule. At the end of 2013, the State Food and Drug Administration released the Detailed Review Rules on the Production License of Infant and Young-Toddler’s Formula Milk Powder (2013), specifying that enterprises whose raw materials are raw milk should all come from the self-controlled milk source base of the enterprise Gradually to raw milk to