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在一系列的政府组合拳之后,业内人士对2014年中国乳业市场的变局充满期待,但年末的奶荒却在奶业市场头上浇了一盆冷水。众多业内人士预测,目前尚未结束的奶荒影响或将持续到2014年上半年。除此之外,最近几年人工、物流等成本也在逐渐走高,也将持续影响明年奶业市场的价格。有业内人士预计,随着奶源成本和各项人工成本的上涨,明年国产奶粉或许将会有一波涨价潮,但在此前刚刚遭遇了反垄断调查的外资品牌曾承诺在一年内不涨价。但也有经销商表示,不排除国产奶粉为了抢占市场继续走低价战略。
After a series of government combination punches, insiders are full of expectation about the changing situation of China’s dairy market in 2014, but the year-end milk shortage has poured cold water in the dairy market. Many people in the industry predict that the impact of the milk shortage, which is still not completed, will last until the first half of 2014. In addition, the costs of labor and logistics in recent years are also gradually rising and will continue to affect the price of the dairy market next year. Insiders predict that with the cost of milk and labor costs rise next year, domestic milk powder may have a wave of price hikes, but earlier suffered an antitrust investigation of foreign brands had promised not to raise prices within a year . But there are also dealers that do not rule out the domestic milk in order to seize the market continue to take the low price strategy.