Kasper,
the concerns of delays was concerning the Aussie corporate Daigou which receive and onsell product thru Melbourne.
I still don’t understand why infant formula has been caught up in the China education clampdown. This is about the govt controlling the data and minds of children and also reducing the costs of raising a children which fits into their more strategic ambitions.
in any case, A2 is partnered up with the Chinese govt in distribution of the Chinese label product so I can’t see the logic in harming this industry.
Chart Update, page-21451
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