Hi I'm new here.
I can confirm that most Chinese buyers don't buy Nan or s26. The demand is mainly A2 platinum stage 3, aptamil gold stage 3 and Bellamy stage 3.
My friend owns a logistics business that sends goods to China. His customers are buyers of Australian products that sells it to China. He owns A2, blackmores and Bellamy shares too.
I spoke to him about this. He also mentioned that A2 and Bal milk formula is in very high demand.
A recent trip to his warehouse before the holiday, I noticed a lot of blackmores, Swiss-E, devondale, A2, Bellamy and Aptamil.
I spoke to some of the customers and they told me, A2 and Bellamy stage 2-3 if you have they willing to buy as many as you can supply.
FA says $1.50 to $1.70, TA Agrees, page-63
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