2013年5月26日日曜日

中国政府 国家を否定か

中国の粉ミルク買占が拡大している。
 蘭や独で乳児用粉ミルクが大量に買い占められて中国に持ち出され、
両国は品不足から販売制限を始めた。中国では「食の安全」への不安から
外国製粉ミルクの需要が高まっており、主要供給元だった豪州、ニュージ
ーランド、香港が輸出などを制限したため、買い占めの動きが欧州に飛び
火したようだ。「中国のすさまじい消費力」を見せつけられ、乳児食品
メーカーは増産を急いでいる。


・今年2月ごろから各地で中国系の人々による粉ミルクの大量の買い占めが
 横行。
・アムステルダムのスーパー
 「大勢でやって来て店の粉ミルクを買いあさり、もっとないかと欲し
  がる」。
・中国人客らは、蘭で約10ユーロの粉ミルク1パックが中国では50、60
 ユーロで売れるため、蘭で安く仕入れて中国では高値で転売する商売が
 繁盛。

中国では、1700万人以上/年に新生児が誕生。
豪州の会社は、古い粉ミルク精製工場でも増産し、三年で二倍の収益を
見込む。
6人の乳幼児が死亡し、30万人の乳幼児が腎臓障害になったメラミンミルク
の影響で、粉ミルクを輸入することになった。
さらに、発がん性物質を含んだミルクや水銀混入、カビ混入、大腸菌混入
のミルクの問題が発生。
農薬一杯の草や抗生物質満載の飼料を食べる乳牛が、乳幼児には良くない
と言われ、輸入粉ミルクの需要が増加。
最近では、輸入粉ミルクでも粉ミルクは中国製で、ラベルを偽造し販売し
たものも見つかっている。

多くの国では、中央政府は、国民を守ることを基本としているが、中国
政府は、赤ちゃんを含む国民を守らないとのこと。
私利私欲が横行し、国家が問われる状況。

中国で作り出せないニセ食品はない
偽ヘパリン混入は意図的
FDA 中国製品はゴミと警告
中国地震リポート 偽報道多発
中国製品の安全性 胡錦濤自ら証明か
中国 メラミンで世界制覇
メラミンミルク禍
メラミンミルク、毒入りギョーザ
見栄で毒ギョーザ配布か
毒ギョーザ事件幕引きか
Japan Rapid Weight Loss Diet Pills


---中国が粉ミルク買い占め オランダなど欧州に飛び火---
2013.5.10 21:14
http://sankei.jp.msn.com/world/news/130510/chn13051021160005-n1.htm

 オランダやドイツで乳児用粉ミルクが大量に買い占められて中国に持ち出され、両国は品不足から販売制限を始めた。中国では「食の安全」への不安から外国製粉ミルクの需要が高まっており、主要供給元だったオーストラリア、ニュージーランド、香港が輸出などを制限したため、買い占めの動きが欧州に飛び火したようだ。「中国のすさまじい消費力」を見せつけられ、乳児食品メーカーは増産を急いでいる。
 オランダでは今年2月ごろから各地で中国系の人々による粉ミルクの大量の買い占めが横行するようになった。アムステルダムのスーパーの店長は「大勢でやって来て店の粉ミルクを買いあさり、もっとないかと欲しがる」と話す。中国人客らは、オランダで約10ユーロ(約1300円)の粉ミルク1パックが中国では50、60ユーロで売れると話しており、オランダで安く仕入れて中国では高値で転売する商売が繁盛しているようだ。(共同)


---White gold rush - Milk formula exports to China---
ABC Rural
By Sarina Locke
Updated Mon May 20, 2013 4:18pm AEST
http://www.abc.net.au/news/2013-05-20/infant-milk-booms/4700790

Infant formula is in such hot demand in China that smugglers have been arrested with tins of the stuff under their arms.

Baby formula is the only growth sector for food manufacturing in Australia, with start-up companies already building processing plants.

Any slip up could damage a country's reputation.

And the lack of a Free Trade Agreement with China is seriously holding back Australia's "white gold rush"

Each valuable child deserves "Yummy Gold"

Every year, more than 17 million babies are born in China.

There's a growing middle class, and as the mothers return to work, they want the best for their one child that money can buy.

Once upon a time, the Chinese upper classes used to employ wet nurses. These days the milk comes from a tin, called Australian Yummy, Gold Roo, or Joey's infant formula and can cost up to $70 a tin, $50 more than in Australia.

It's the only area of food manufacturing that is not on life support.

In the Central Victorian town of Tatura, 400 people have good employment prospects, turning liquid milk into infant powder.

In vast stainless steel silos, liquid milk is converted to milk powder. By adding vitamins, minerals, blended vegetable oils and extra protein, it becomes bulk infant formula.

Hamish Reid is business manager of nutritionals at Tatura.

"Our infant formula plants are running pretty much 24/7 with very little down time."

Tatura was bought by Bega Cheese last year, as part of the newly listed company's expansion.

Bega has invested nearly $11 million this financial year in Tatura - expecting nutritional milk formula business to grow faster than all other divisions.

The plant contract dries for the milk formula giants like Mead Johnson, but Tatura will take back some of that production. Hamish Reid.

"We've recently announced to the market that we've secured capacity back from Mead Johnson. Gives us access to an additional 5,000 tonnes

"Our nutritional business is growing - at about 20 per cent," (compared to the other commodities which are fairly stable..)

Aggressive charge

But new companies are making inquiries everyday and one has invested.

The old Bonlac milk factory in the Gippsland region, south east Victoria has been bought by a Chinese Australian businessman. It's set to open next month.

Graham Coall as the general manager of Funton Holdings is "the person who realises the client's dream."

He says the owner of the plant Dajiang Li came to Australia from Xian province.

"He originated from a poor family, and his mother always made sure he and his brothers always had milk; he was always extremely healthy and he says this is his chance to do the same."

It's an $80 million investment with a plan to produce roughly $120 million worth of infant milk formula year within the three years, which is considerably more than Australia's overall output.

"It's quite an aggressive development program. We are the new people on the block.

"Our ambition is to meet Tatura then exceed them, using the advantage of new technologies.

Murray Goulburn, Tatura; their equipment is ageing. We have the advantage of coming on with 2013 equipment and we expect an uplift in quality and throughput."

Chinese still scared to buy local formula

In 2008, Chinese agents were caught adding the industrial chemical melamine to boost protein and profits; it killed six babies, and hospitalised 300,000 with painful kidney stones.

Any threat of contamination in Australian milk formula would damage the image.

"We are a clean green company in all respects. And we are canning our own material in our own cans in Australia. There will be no opportunity for the material to be adulterated or broken down in China.

"We can guarantee they get our product," says Graham Coall.

Knowing your market

The value of selling to the Chinese, pure Australian product is the key to this next business which has been going four years. Based in southeast Melbourne, Milk Powder Solutions blends nutrients with powdered milk into tins marked with kangaroos, joeys, koalas and maps of a grass covered Australia.

Everyone here is fluent in Chinese, but even so - owner of the business Simon Hansford says it hasn't been easy complying with stricter and stricter Chinese health regulations.

"We're quite unique, we buy from the dairies in Australia and New Zealand, mix them in a blender to the Chinese specifications and put them in tins."

"It's been a difficult four years, to establish continuity in supply and staffing, and ever changing regulations in China.

Extra testing will cost the company $40,000 per container, of a total load worth $300,000.
Mr Hansford expects to double the size of the business for the next three years in a row.

Retired Gippsland dairy farmer invests in infant milk

In a market this optimistic, even old dairy farmers are buying in. Allan Marshall has just sold his cows in the Gippsland to slaughter, and is pinning the future on milk formula to China. His cute label Al's Farm has a farmer in overalls with a pitchfork, and pure Gippsland ingredients.

The first shipment worth $300,000 will leave for China next week.

"It will be about two years from the first time we mentioned it.

And they've been tough bargainers, "In China, they like things fairly cheap."

China imports quadruple

Dairy Australia predicts strong growth in infant milk powder exports, says Charlie McEhlone, group manager, trade and industry strategy with Dairy Australia.

"In China 17 million babies born every year, and in the first quarter of 2012, China imported more dairy products than for the entire year of 2007.

"So in 5 years, they've had enormous amount of growth, in demand for particularly for imported dairy.

Last year, Australia earned $20 million from infant milk powder sales to China. It's expected to surpass $24 million this year. But to keep this growth in perspective, Australia is at a large disadvantage compared to New Zealand, which enjoys a free trade agreement.

Charlie McEhlone:

"With New Zealand's exports to China, as a result of that free trade agreement, they're facing at the border tariffs, at the moment of half that Australia faces. It's on a sliding scale going down to zero.

"Whole milk powder, the major imported product of dairy, they're controlling about 98 per cent of that market, so they're controlling with that tariff advantage."

Dairy Australia holds up infant milk formula as an example of the value adding needed to improve prices on a bulk commodity … but the reality is some dairy farmers are still struggling with high costs of production.

Back at Tatura in Central Victoria - the rural supplies store Dean Lombardozzi says the booming demand for infant milk formula is not flowing through to the farmers.

"The Mood of dairy farmers are still keeping their money in their pockets, until they see light at the end of the tunnel.

"There's rumours of better milk prices next year. Haven't had rain in six months, they're still struggling on."


---China food scandals: Will the government act against own companies?---
William Gamble | 20/05/2013 12:31 PM
http://www.moneylife.in/article/china-food-scandals-will-the-government-act-against-own-companies/32783.html

 Continuing food scandals in China do bring up a question, perhaps far more disturbing. If the government cannot protect babies or its people, how much protection do investors or markets get?

Regulations are usual supposed to protect ordinary citizens. There are regulations for food, professions, workers, products, banking, and most important, regulations for markets. But regulations are tricky things. Too many, and an economy gets bound in red tape. Too few and people start to get hurt. But it is not just the regulations themselves. They do not exist in a vacuum. They are part of a larger infrastructure. Without other laws, good courts, executive enforcement and information, regulations may not work at all. When regulations don’t work, they affect markets-often around the world. 

The Chinese have a problem with milk, actually infant formula. In 2008 Chinese companies were found to be mixing melamine into the formula. Melamine or more precisely melamine formaldehyde is an organic chemical commonly used in plastics, adhesives, countertops, dishware, and laminates. The Chinese companies had a profit motive. By mixing melamine into the milk powder or infant formula, they were able to make the product appear to have higher protein content. Sadly, it had another effect. It killed six babies and afflicted another 300,000 with kidney problems.   

The affect on the Chinese was dramatic. To this day, a food safety issue will create a firestorm of abuse on the internet. There were several prosecutions and two executions. The director of the regulator in charge of assuring food safety, Administration of Quality Supervision, Inspection and Quarantine (AQSIQ), was forced to resign. Chinese leaders vowed to enforce the law and prevent any subsequent lapse in standards. But there was a problem.

Two of the companies involved in the scandal, Sanlu and Mengniu, are at least partially state-owned. It is always difficult for the state to enforce rules on itself. The issue became apparent when it was revealed that the companies involved in the scandal just recycled the milk rather than destroying it as they had been ordered by the central government.

They simply flouted the law, because with the conflicts went corruption, so the problems continued. In April of 2011 Mengniu, the country’s largest dairy company, and Changfu, a smaller company, sold products that had excessive levels of flavacin M1, a substance that can cause liver cancer. Later that year in December, other milk products produced by Mengniu made 251 students sick and a batch of their cream was pulled from shelves when it was found to contain “alarming levels” of bacteria. Last June, another dairy, Yili, the largest by revenue and supposedly privately owned, sold baby formula contaminated by mercury. As recently as December 2012, five months ago, Mengniu had to destroy some of its products, because they contained aflatoxin, which can also cause liver damage.

With the possibility of severe health problems for any baby drinking Chinese made formula, it is hardly surprising that Chinese parents are buying foreign brands. To fill the need they have turned to purchasing products from New Zealand, the world’s largest milk exporter. New Zealand alone produces 60% of the world’s supply of milk powder. New Zealand dairy farmers were able to profit enormously from the lax regulation in China, until they were hit by a drought, the worst in 30 years.

With their main source of infant formula restricted, Chinese parents and importers became more creative. The regulatory problems in China began to affect markets across the world. First it was Hong Kong where people attempting to travel to China with more than the two container limit are subject to arrest. This is difficult to enforce since smuggled cans can fetch premiums of between $35 and $50.

 With such a price differential, exports from Europe became profitable. Major retailers in Germany, Britain and the Netherlands began to ration purchases. As shortages mounted, local parents scrambled to find milk powder and began to stockpile the product. Even with the $80 shipping cost and import restrictions, the demand continued.

The irony is that several large western companies that manufacture baby formula, like Abbott and Pfizer, also manufacture and sell their products in China. The companies maintain that their Chinese produced products are made to the exact same standards as their formula sold in the US or Europe. But the Chinese have reason to distrust even the western brands produced locally. In fact they distrust anything packaged in China. They are right to do so.

According to a recent report on Chinese television, most of the imported milk powder is fake. According to the reporters from CCTV, a search of several large supermarkets discovered that the majority of milk powder sold was labelled as imported. There are about 100 well-known foreign brands in the world. Of these, only 20 are sold in China. However, the supermarkets all sold over 100 products with foreign names and that many of the labels were falsified.

The CCTV report is no doubt biased. As many western companies in China know, there is always the possibility of brand slander. Luxury brands including Hermes, Hugo Boss and Tommy Hilfiger Chanel, Armani, Christian Dior, Zara and Burberry have been attacked as sub-standard. Coke, Heinz, Procter & Gamble General Mills, Lipton teas, Colgate-Palmolive all have been accused of selling adulterated products.

If regulation doesn’t work, the government can always try a publicity stunt. The Chinese Diary Industry Association recently commissioned a third party testing organization to conduct what it stated was an unbiased test of 25 brands of milk powder sold in Beijing. They tested 13 domestic brands, three foreign brands produced in China and nine imported brands. Predictably, everything produced in China passed with flying colours.

But all the publicity in the world doesn’t help much when people continue to get sick from eating food in China. Recent problems include water-injected meat, fake beef and mutton made from rat and small mammal meat, excessive levels of hormones and antiviral drugs in chicken meat and thousands of dead pigs dumped in the river. These issues were followed by the usual admonition for “Local governments at all levels should strengthen their organization and leadership, to severely crack down on fake beef and mutton and other illegal and criminal activities.”

But any law or enforcing any law is doomed to fail in any system where information is suppressed and the government tries to regulate itself. The continuing food scandals do bring up another question, perhaps far more disturbing. If the government cannot protect babies, how much protection do investors or markets get?

(William Gamble is president of Emerging Market Strategies. An international lawyer and economist, he developed his theories beginning with his first hand experience and business dealings in the Russia starting in 1993. Mr Gamble holds two graduate law degrees. He was educated at Institute D'Etudes Politique, Trinity College, University of Miami School of Law, and University of Virginia Darden Graduate School of Business Administration. He was a member of the bar in three states, over four different federal courts and has spoken four languages.)

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