China Food and Drink Report Q2 2013
Report description
Fears over China's shaky financial system, overvalued property market and huge industrial overcapacity have been replaced by hopes that policymakers can engineer a recovery back above the 8% level. We maintain our view that the prospects for H113 look relatively bright. However, there may be some negative surprises in store as the recovery comes up against the country's structural hurdles. As such, we are forecasting real GDP growth of 7.5% in 2013, versus the Bloomberg consensus of 8.1%.
The recent improvements in the state of the economy are likely to support the ongoing expansion of China's food and drink industry. As tastes and preferences continue to evolve and the spending power of consumers beyond Beijing, Shanghai and Guangzhou rises, we expect companies to continue viewing China as one of the outstanding growth opportunities.
Table of contents
Chapter - BMI Industry View
Chapter - SWOT
Food
Drink
Mass Grocery Retail
Chapter - Industry Forecast
Consumer Outlook
Food
Food Consumption
Table: Food Consumption Indicators - Historical Data & Forecasts, 2010-2017
Canned Food
Table: Canned Food Value/Volume Sales - Historical Data & Forecasts, 2010-2017
Confectionery
Table: Confectionery Value/Volume Sales - Historical Data & Forecasts, 2010-2017
Drink
Hot Drinks
Table: Hot Drinks Value/Volume Sales - Historical Data & Forecasts, 2010-2017
Alcoholic Drinks
Table: Alcoholic Drinks Value/Volume Sales - Historical Data & Forecasts, 2010-2017
Soft Drinks
Table: Soft Drinks Value/Volume Sales - Historical Data & Forecasts, 2010-2017
Mass Grocery Retail
Table: Mass Grocery Retail Sales - Historical Data & Forecasts, 2010-2017
Trade
Table: Trade Indicators - Historical Data & Forecasts, 2010-2017
Chapter - Macroeconomic Forecast
Macroeconomic Forecasts
The Recovery Is On…
…But Major Headwinds Blow
2012 Was Only A Warning Shot
Risks Are Weighted To The Downside
Table: China - Economic Activity
Chapter - Industry Risk Reward Ratings
Asia Pacific Risk/Reward Ratings
Table: Asia Pacific Food & Drink Risk/Reward Ratings Q213
Table: Asia Pacific Q213 Selected Countries Risk/Reward Sub Factor Ratings (scores out of 10)
China Risk/Reward Ratings
Chapter - Market Overview
Food
Food Production
Instant Noodles
Confectionery
Trade
Agriculture
Dairy
Organics
Drink
Soft Drinks
Hot Drinks
Alcoholic Drinks
Mass Grocery Retail
Leading Players
Table: Structure Of China's Mass Grocery Retail Market By Estimated Number Of Outlets
Table: Structure Of China's Mass Grocery Retail Market - Sales By Format (US$bn)
Table: Structure Of China's Mass Grocery Retail Market - Sales By Format (CNYbn)
Table: Annual Average Store Sales By Format, 2011
Table: Grocery Retail Sales By Type, 2012 & 2021
Chapter - Industry Trends And Developments
Food
Table: Top 10 Producers In China's Yoghurt Sector
Drink
Mass Grocery Retail
Chapter - Competitive Landscape
Table: Key Players In China's Food & Drink Sector
Table: Key Players In China's Mass Grocery Retail Sector
Chapter - Company Profile
Hsu Fu Chi
Tingyi (Cayman Islands) Holding
China Foods Ltd
Nestlé China
China Mengniu Dairy
Tsingtao
Wahaha
Kweichow Moutai
Carrefour
Sun Art Retail Group
Chapter - Global Industry Overview
Table: Core Views
Chapter - Demographic Forecast
Table: China's Population By Age Group, 1990-2020 ('000)
Table: China's Population By Age Group, 1990-2020 (% of total)
Table: China's Key Population Ratios, 1990-2020
Table: China's Rural And Urban Population, 1990-2020
Chapter - Glossary
Food & Drink
Mass Grocery Retail
Chapter - Methodology
Risk/Reward Ratings Methodology
Table: Rewards
Table: Risks
Table: Weighting
The just-drinks office is currently: Closed
Office opening hours
Mon-Thursdays 9:00am-5:30pm
Fridays 9:00am-4:30pm
The office is closed during weekends.
Current time at just-drinks headquarters: 8:49pm (Wednesday, 19 June 2013)
Need help? Contact the research team
