全球&中国乳蛋白市场分析报告(中)Global & China Milk Protein Analysis (Part 2)

在上一篇中，我们从国家战略、营养维度明确了乳蛋白的赛道价值与不可替代性。政策风口持续释放红利、国民健康需求持续迭代，行业热度持续攀升，但多数从业者、投资者对乳蛋白赛道的真实体量、增长速度、细分格局依旧模糊。

In the previous part, we analyzed the strategic value and irreplaceable nature of the milk protein sector from national policy and nutritional perspectives. Booming policy dividends and evolving public health demands have kept the industry in a strong upward trend. Nevertheless, most practitioners and investors still lack a clear picture of the actual market volume, growth rate and segmented landscape of this sector. 

本篇整合 Fortune 商业洞察、行业媒体公开调研等资料，对全球及中国蛋白、乳蛋白细分市场开展多维度分析，对比市场规模、增长趋势与区域特征，梳理赛道发展规律，为行业布局与市场研究提供扎实的数据支撑。

Based on data from Fortune business insights and public industrial research, this report conducts a multi-dimensional analysis on the global and Chinese protein and milk protein markets. It compares market scales, growth trends and regional characteristics, summarizes industrial development rules, and provides solid data support for industrial layout and market research.

一、全球及中国蛋白质市场规模

I. Market Size of Global and Chinese Protein Industry

全球健康化、功能化食品消费浪潮下，蛋白质市场持续稳步扩容，而乳蛋白凭借高端场景刚需属性，增速远超行业平均水平，成为蛋白赛道核心增长极。

Driven by the global boom in healthy and functional food consumption, the protein market continues to expand steadily. Thanks to its essential role in high-end application scenarios, milk protein grows far faster than the industry average and has become a core growth driver of the protein sector. 

1. 北美、欧洲为全球乳蛋白核心市场

North America and Europe: Global Milk Protein Core Markets 

据Fortune Business Insights权威报告数据，全球乳蛋白市场将从2026年的232.9亿美元增长至2034年的346.1亿美元，2026-2034年CAGR为5.07%，北美、欧洲为核心成熟市场，亚太地区成为全球增速最快区域。细分来看，乳清蛋白占据乳蛋白市场65%以上份额，是规模最大、需求最刚性的细分品类，高活性乳铁蛋白赛道增速最快，年增速超12%。

According to authoritative data from Fortune business insights, the global milk protein market is projected to grow from 23.29 billion USD in 2026 to 34.61 billion USD in 2034, representing a compound annual growth rate (CAGR) of 5.07% for the 2026–2034 period. North America and Europe remain major mature markets, while the Asia-Pacific region registers the world’s fastest growth. In terms of segmentation, whey protein accounts for over 65% of the milk protein market, ranking as the largest segment with the most rigid market demand. Lactoferrin, a high-activity premium product, sees the fastest annual growth rate exceeding 12%. 

2. 中国乳蛋白市场规模发展潜力大

Huge Development Potential of China’s Milk Protein Market 

中国蛋白市场增速领跑全球，依托人口基数大、健康消费升级、特殊膳食产业发展红利，市场规模持续快速扩容。2025 年中国蛋白相关市场（食品 + 饲料 + 医药）突破 4800 亿元，2021—2025 年均增速约8.3%，其中，以动物蛋白（乳清、酪蛋白、胶原、血浆蛋白等）为主，占比约60%。2024年中国乳蛋白市场规模为4.5亿美元 ，预计 到2032年将达到8.2亿美元， 2026年至2032年复合年增长率为 7.8%。

China’s protein market outpaces global growth. Supported by its large population, upgrading health consumption and the thriving special dietary food industry, the market expands rapidly. In 2025, China’s overall protein market covering food, feed and pharmaceutical sectors exceeded 480 billion yuan, with a CAGR of around 8.3% from 2021 to 2025. Animal proteins including whey protein, casein, collagen and plasma protein take up approximately 60% of the total market. China’s milk protein market reached 450 million USD in 2024 and is expected to hit 820 million USD by 2032, with a CAGR of 7.8% between 2026 and 2032. 

二、全维度拆解！中国乳蛋白行业核心发展现状

II. In-depth Analysis: Core Development Status of China’s Milk Protein Industry 

当前我国乳蛋白行业呈现政策强力扶持、海外垄断生产、高度依赖进口、高端消费刚需、国产加速突围的鲜明格局。

China’s milk protein industry features strong policy support, overseas production monopoly, heavy reliance on imports, robust demand for high-end products and accelerating domestic breakthroughs. 

1.政策维度：国产化+标准化双驱动，倒逼产业突破

?Policy: Dual Drivers of Localization and Standardization Promote Industrial Breakthrough 

除前文顶层规划外，国内针对乳蛋白细分赛道出台多项精准扶持政策。一是国产化替代目标明确，中国乳制品工业协会在某次访谈中提到："未来5年力争高端原料自给率提升至80%以上"；呼和浩特市"十五五"规划纲要中提到"推动乳产业链向乳清、乳铁蛋白、奶酪等高附加值产品延伸"；在国家重点研发计划方面，"十四五"期间设立了相关食品制造专项；部分企业如飞鹤乳业承接了"婴配乳品新型核心配料规模化制备技术创新及示范"项目，突破乳铁蛋白等核心原料制备"卡脖子"技术。二是产业扶持力度加大，国家对符合条件的企业执行统一的研发费用加计扣除税收优惠政策，内蒙古鄂尔多斯等地方还出台了设备投资补贴等支持政策。三是监管持续规范，婴幼儿配方食品新国标落地，对乳铁蛋白原料有了更明确规定，推动乳品深加工行业向高品质、高活性方向升级。

Apart from the national top-level plans mentioned earlier, targeted supportive policies have been released for segmented milk protein sectors. 

Clear localization goals:As stated by the China Dairy Industry Association, China strives to lift the self-sufficiency rate of high-end raw materials to over 80% in the next five years. The 15th Five-Year Plan of Hohhot proposes extending the dairy industrial chain to high-value-added products such as whey, lactoferrin and cheese. During the 14th Five-Year Plan period, special R&D programs for food manufacturing were launched. Leading enterprises like Feihe have undertaken national key R&D projects for large-scale production of innovative core ingredients for infant formula, breaking core technological bottlenecks in producing lactoferrin and other key raw materials. 

Enhanced industrial incentives: Eligible domestic enterprises enjoy preferential tax policies for additional deductions on R&D expenses. Local governments such as Ordos, Inner Mongolia have rolled out subsidies for equipment investment. 

Stricter regulation: The implementation of the new national standards for infant formula has set clearer requirements for lactoferrin raw materials, pushing the dairy deep-processing industry toward higher quality and product activity. 

2.生产维度：海外高度垄断，国产产能加速突围

?Production: Dominated by Overseas Players, Domestic Capacity Expands Rapidly

全球生产格局：全球乳蛋白产能高度集中，美国、欧盟、新西兰、澳大利亚四大产区合计占据全球85%以上产能。其中美国是全球最大乳清蛋白出口国，依托成熟的原制奶酪产业，副产物乳清原料供给充足；新西兰、澳大利亚主导全球酪蛋白产能，占比超60%；乳铁蛋白等高端活性蛋白长期被菲仕兰、恒天然、阿拉等海外巨头垄断，技术壁垒极高。

Global Production Landscape: 

Global milk protein production is highly concentrated. Four major producing regions — the United States, the EU, New Zealand and Australia — contribute more than 85% of the global total capacity. The U.S. is the world’s top exporter of whey protein, with abundant whey supply as a by-product of its mature natural cheese industry. New Zealand and Australia control over 60% of global casein capacity. High-end active proteins such as lactoferrin have long been monopolized by international giants including FrieslandCampina and Fonterra and Arla, forming formidable technical barriers. 

国内生产格局：我国乳蛋白产业起步晚，原制奶酪产业发展滞后，导致乳蛋白原料产能不足、自给率偏低。2025年国内乳清蛋白自给率不足10%，整体乳蛋白进口依赖度超85%。产能端来看，2025年国内乳清蛋白总产能8.2万吨，实际产量5.8万吨；酪蛋白总产能2.1万吨，实际产量0.92万吨，产能利用率不足45%。

目前国内头部乳企已实现技术突破，飞鹤、伊利、蒙牛等企业布局乳蛋白全产业链，其中飞鹤实现乳铁蛋白、高纯度乳清蛋白规模化自产，是国内少数打破海外高端活性蛋白垄断的企业，国产替代进程持续提速。

Domestic Production Landscape: 

China’s milk protein industry started late, and its underdeveloped natural cheese sector leads to insufficient raw material capacity and low self-sufficiency. 

In 2025, China’s self-sufficiency rate of whey protein was below 10%, and the overall import dependence of milk protein exceeded 85%. Total domestic whey protein capacity stood at 82,000 tons with an actual output of 58,000 tons.Total casein capacity reached 21,000 tons while actual output was only 9,200 tons. The overall capacity utilization rate was less than 45%.

Major domestic dairy companies have achieved technological breakthroughs and deployed full milk protein industrial chains. Feihe, in particular, has realized large-scale self-production of lactoferrin and high-purity whey protein, becoming one of the few domestic enterprises to break the overseas monopoly of high-end active proteins. The process of import substitution keeps accelerating.

数据来源：华创证券报告《乳品深加工，乳业新蓝海》

Data Source: Huachuang Securities Report — Dairy Deep Processing: A New Blue Ocean for the Dairy Industry 

3.贸易维度：进口量价齐升，来源集中，出口几乎空白

?Trade: Rising Import Volume & Prices, Concentrated Import Sources, Negligible Exports 

根据海关总署及乳业行业监测数据，2025年我国乳制品进口整体稳增，其中乳蛋白核心原料进口保持高增长态势。2025年中国各类乳制品进口总量265.74万吨，同比增长1.6%，进口额127.8亿美元，同比增长13.8%，其中干乳制品（含乳清粉、酪蛋白等乳蛋白原料）进口200.34万吨，同比增长5.8%。【详情：数据中心 | 乳品贸易数据】

According to data from the General Administration of Customs and dairy industry monitors, China’s dairy imports maintained steady growth in 2025, with core milk protein raw material imports surging. 

Total dairy imports: 2.6574 million tons (up 1.6% YoY), valuing 12.78 billion USD (up 13.8% YoY).

Imports of dry dairy products (including whey powder, casein and other milk protein raw materials): 2.0034 million tons (up 5.8% YoY). 【Data Center | Dairy Import】

细分品类来看，乳清类是核心进口品类，2025年进口量73.27万吨，同比增长10.8%；蛋白类（乳清蛋白、酪蛋白）进口5.34万吨，同比-7.2%；高端乳铁蛋白进口依赖度高达98.9%，几乎完全依赖海外进口。

Segmented products:

• Whey products: 732,700 tons imported (up 10.8% YoY), the top imported category. 

• Protein products (whey protein & casein): 53,400 tons imported (down 7.2% YoY).

• Import dependence of high-end lactoferrin reached 98.9%, almost fully reliant on overseas supply. 【Data Center｜Dairy Import】

数据来源：中国海关

Data Source: China Customs

分进口国别看，乳清类和蛋白类进口来源高度集中，其中，乳清类主要来自美国（42.8%）和欧盟（32.3%），共占75%；蛋白类主要来自欧盟（40.9%）、新西兰（35.4%）和美国（17.8%），占90%以上；高端活性蛋白被欧洲、新西兰巨头垄断。

Import sources: 

• Whey products: 42.8% from the U.S. and 32.3% from the EU, combining for 75% of total imports.

• Protein products: 40.9% from the EU, 35.4% from New Zealand and 17.8% from the U.S., accounting for over 90% of total imports.

• High-end active proteins are dominated by European and New Zealand enterprises.

出口端呈现明显短板，主要产品为大包粉、婴幼儿配方粉和炼乳，主要出口目的地为我国香港地区、尼日利亚、新加坡、孟加拉国和委内瑞拉。仅少量低端酪蛋白酸钠、普通乳清粉出口，贸易逆差格局显著。

China’s dairy exports remain weak. Major export products include bulk milk powder, infant formula and condensed milk, mainly shipped to Hong Kong (China), Nigeria, Singapore, Bangladesh and Venezuela. Only a small volume of low-end sodium caseinate and regular whey powder are exported, resulting in a substantial trade deficit. 

4.消费维度：婴配粉主导，多场景高速扩容

?Consumption: Led by Infant Formula, Rapid Growth across Multiple Scenarios 

国内乳蛋白消费结构持续优化，形成“婴幼儿配方奶粉为基本盘，运动营养品、特殊医学食品为高增长赛道，中老年营养、功能性食品为潜力市场”的格局。

China’s milk protein consumption structure keeps optimizing, forming a market pattern: infant formula as the foundation, sports nutrition and medical food as high-growth segments and middle-aged & elderly nutrition as potential markets. 

婴幼儿配方奶粉：是乳蛋白一大消费场景，庞大的人口和对高品质婴儿营养的期盼仍然是乳蛋白市场的基石，对牛奶蛋白的持续强劲需求。新国标落地后，高纯度乳清蛋白、乳铁蛋白成为高端婴配粉标配原料。

Infant formula: The cornerstone of milk protein consumption. Strong demand for milk protein persists amid growing attention to high-quality infant nutrition. Following the implementation of new national standards, high-purity whey protein and lactoferrin have become standard ingredients for premium infant formula.

运动营养品：是增速最快的细分场景，特别是在城市中心蓬勃发展的健身文化是牛奶蛋白市场的强大催化剂。随着越来越多的人定期进行体育活动，对牛奶蛋白等高质量、易消化的蛋白质来源的需求不断升级，成为健身爱好者和运动员饮食中的重要部分。

Sports nutrition: The fastest-growing segment. The booming fitness culture in urban areas greatly fuels demand for easily digestible high-quality milk protein, which has become a staple in the diets of fitness enthusiasts and athletes. 

特殊医学用途食品：人口老龄化、慢性病及过敏人群增加，带动水解乳清蛋白、低敏酪蛋白需求增长，适配术后康复、老年营养、特殊婴幼儿膳食场景。

Food for Special Medical Purposes (FSMP): Population aging, rising prevalence of chronic diseases and food allergies drive demand for hydrolyzed whey protein and hypoallergenic casein, widely used in post-operative recovery, elderly nutrition and special infant diets. 

其他场景：涵盖中老年营养补充剂、烘焙食品、功能性饮料、免疫增强类保健食品，需求稳步提升，成为乳蛋白增量新赛道。

Other scenarios: Nutritional supplements for the middle-aged and elderly, bakery products, functional beverages and immune-boosting health foods register steady demand growth, emerging as new growth drivers for milk protein. 

总结

Conclusion 

从全球稳步增长到国内高速扩容，中国乳蛋白赛道的增长潜力、市场空间已经全面释放。作为增速领跑的优质细分赛道，乳蛋白不仅承接了健康消费升级红利，更依托国产替代逻辑，迎来长期成长机遇。但高速增长的背后，行业仍存在生产、贸易、消费结构的诸多痛点与机遇。

The growth potential and market space of China’s milk protein sector have been fully unleashed, against the backdrop of steady global growth and rapid domestic expansion. As a high-growth track boosted by health consumption upgrading and import substitution, the industry embraces long-term development opportunities. Meanwhile, it still faces multiple challenges and opportunities in production, trade and consumption structure. 

?下篇预告Preview of Part 3 

本篇我们用客观数据摸清了乳蛋白市场的体量、增速与增长潜力，看清了行业的增长大势。但大势之下，产业真实痛点、机遇更值得深挖：为什么国内乳蛋白高度依赖进口？国产产能短板在哪？贸易格局有何壁垒？消费市场未来如何迭代？

With objective data, this part has outlined the scale, growth rate and potential of the milk protein market, as well as the overall development trend of the industry. Beyond the general outlook, it is more critical to explore the real challenges and opportunities facing the sector. Why does China rely heavily on imports for milk protein? What are the bottlenecks of domestic production capacity? What barriers exist in the trade landscape? How will the consumer market evolve in the future? 

下篇将落地全产业链实操视角，深度拆解生产、贸易、消费、行业周期、未来趋势五大核心板块，复盘国产替代突围路径与行业终局，完整收官本次乳蛋白行业深度连载。

The next part will adopt a practical perspective across the entire industrial chain, conducting an in-depth analysis of five core areas: production, trade, consumption, industrial cycles and future trends. It will review the paths for domestic import substitution and the long-term outlook of the industry, bringing this in-depth series on the milk protein sector to a full conclusion. 

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