A2M 0.45% $6.64 the a2 milk company limited

I had some spare time today. So, decided to pull some...

  1. 725 Posts.
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    I had some spare time today. So, decided to pull some statistical data from Chinese customs website (Home - GACC (customs.gov.cn)).
    Here is data on import of IF into China from NZ for the last 18 months. Keep in mind it's not a2 specific but rather whole NZ import. I think it correlates quite closely with what @werdplaya58 provided above just shifted by one month which makes sense and I must say I do not see anything in this data that will make me worry. The interesting part is price per kg is very stable and in US$
    Date of data Commodity code Commodity Trading partner code Trading partner Quantity Unit US dollar Quarter $HY QuantityPPK
    12020.01 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 3,689,252Kilogram $69,524,649$18.85
    22020.02 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,235,028Kilogram $107,583,282

    $20.55
    32020.03 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,149,917Kilogram $91,540,730$268,648,661.00
    $17.78
    42020.04 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 8,666,190Kilogram $156,773,814
    $18.09
    52020.05 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 6,746,246Kilogram $133,119,007

    $19.73
    62020.06 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,291,778Kilogram $82,127,699$372,020,520.0034,778,411$15.52
    72020.07 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,799,275Kilogram $93,092,866
    $16.05
    82020.08 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,792,578Kilogram $99,049,256

    $17.10
    92020.09 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 6,112,319Kilogram $118,614,310$310,756,432.00
    $19.41
    102020.10 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 4,590,874Kilogram $79,769,534
    $17.38
    112020.11 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 6,782,597Kilogram $128,131,078

    $18.89
    122020.12 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 8,513,374Kilogram $150,268,186$358,168,798.0037,591,017$17.65
    132021.01 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,460,777Kilogram $110,421,995
    $20.22
    142021.02 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 2,932,922Kilogram $61,154,753

    $20.85
    152021.03 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 7,147,693Kilogram $135,745,772$307,322,520.00
    $18.99
    162021.04 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 3,712,082Kilogram $68,226,080
    $18.38
    172021.05 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,400,456Kilogram $104,967,864

    $19.44
    182021.06 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 609 New Zealand 5,868,153Kilogram $110,784,520$283,978,464.0030,522,083$18.88

    Here the same data as charts

    https://hotcopper.com.au/data/attachments/3421/3421628-e0c1b60bb5fabd2575922a360f9ce0ba.jpg

    https://hotcopper.com.au/data/attachments/3421/3421633-05d32b9a49919cb6c3ab3bba8c43b12a.jpg


    Here is the same stuff but for AU

    Date of data Commodity code Commodity Trading partner code Trading partner Quantity Unit US dollar Quarter $HY QuantityPPK
    12020.01 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 588,027Kilogram $10,819,084$18.40
    22020.02 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 1,060,762Kilogram $18,906,940

    $17.82
    32020.03 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 690,465Kilogram $14,950,588$44,676,612
    $21.65
    42020.04 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 976,986Kilogram $20,481,830
    $20.96
    52020.05 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 1,317,420Kilogram $25,984,417

    $19.72
    62020.06 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 1,175,026Kilogram $23,168,414$69,634,6615,808,686$19.72
    72020.07 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 1,150,864Kilogram $23,416,079

    $20.35
    82020.08 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 727,696Kilogram $12,925,286

    $17.76
    92020.09 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 883,650Kilogram $15,783,234$52,124,599
    $17.86
    102020.10 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 1,079,600Kilogram $22,866,277

    $21.18
    112020.11 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 966,145Kilogram $19,038,300

    $19.71
    122020.12 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 595,419Kilogram $13,032,391$54,936,9685,403,374$21.89
    132021.01 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 340,771Kilogram $7,198,352$21.12
    142021.02 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 602,740Kilogram $13,192,597

    $21.89
    152021.03 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 625,931Kilogram $11,316,026$31,706,975
    $18.08
    162021.04 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 613,927Kilogram $13,370,030

    $21.78
    172021.05 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 828,153Kilogram $16,261,078

    $19.64
    182021.06 19011010 Powdered formulas for infant use in retail package, containing cocoa <5% 601 Australia 877,241Kilogram $18,643,607$48,274,7153,888,763$21.25


    https://hotcopper.com.au/data/attachments/3421/3421660-b75e2adbfea56bfcffe1d0c24d5cdb8d.jpg

    https://hotcopper.com.au/data/attachments/3421/3421662-0adfba3637b3a5eff45e1e4c42f855b2.jpg


    Add here is data for NZ for the last 30 months separated by different customs regimes. I might be wrong, but I presume "Ordinary Trade" applies to products like a2 China label that sold in retail stores and "Customs Warehousing Trade" and "Entrepot Trade by Bonded Area" applies to CBEC trade but it's just my guess

    Date of data
    Commodity code
    Commodity
    Trading partner code
    Trading partner
    Customs Regime code
    Customs Regime
    Quantity
    Unit
    US dollar

    Customs Regime code

    Customs Regime

    Quantity
    Unit
    US dollar
    Customs Regime code
    Customs Regime
    Quantity
    Unit
    US dollar
    1
    2019.01
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,945,656
    Kilogram
    $80,657,946
    33
    Customs Warehousing Trade
    43,892
    Kilogram
    $598,946
    34
    Entrepot Trade by Bonded Area
    381,959
    Kilogram
    $7,852,394
    2
    2019.02
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    2,550,687
    Kilogram
    $45,438,139
    33
    Customs Warehousing Trade
    24,564
    Kilogram
    $343,113
    34
    Entrepot Trade by Bonded Area
    335,243
    Kilogram
    $5,408,036
    3
    2019.03
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,869,042
    Kilogram
    $98,536,011
    33
    Customs Warehousing Trade
    88,560
    Kilogram
    $893,946
    34
    Entrepot Trade by Bonded Area
    1,103,770
    Kilogram
    $25,029,668
    4
    2019.04
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,767,246
    Kilogram
    $84,859,925
    33
    Customs Warehousing Trade
    126,652
    Kilogram
    $1,436,561
    34
    Entrepot Trade by Bonded Area
    755,271
    Kilogram
    $15,352,950
    5
    2019.05
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    6,224,592
    Kilogram
    $111,056,909
    33
    Customs Warehousing Trade
    129,189
    Kilogram
    $1,575,040
    34
    Entrepot Trade by Bonded Area
    579,038
    Kilogram
    $12,059,508
    6
    2019.06
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    7,393,971
    Kilogram
    $132,620,431
    33
    Customs Warehousing Trade
    115,101
    Kilogram
    $1,101,386
    34
    Entrepot Trade by Bonded Area
    276,954
    Kilogram
    $3,058,243
    7
    2019.07
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,926,564
    Kilogram
    $92,780,428
    33Customs Warehousing Trade


    34
    Entrepot Trade by Bonded Area
    510,996
    Kilogram
    $9,744,142
    8
    2019.08
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,479,237
    Kilogram
    $72,228,269
    33
    Customs Warehousing Trade
    19,391
    Kilogram
    $231,789
    34
    Entrepot Trade by Bonded Area
    786,878
    Kilogram
    $12,045,372
    9
    2019.09
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,229,248
    Kilogram
    $85,490,171
    33
    Customs Warehousing Trade
    91,161
    Kilogram
    $1,220,381
    34
    Entrepot Trade by Bonded Area
    744,418
    Kilogram
    $17,597,471
    10
    2019.10
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,397,375
    Kilogram
    $100,829,570
    33
    Customs Warehousing Trade
    95,068
    Kilogram
    $874,696
    34
    Entrepot Trade by Bonded Area
    507,092
    Kilogram
    $12,540,061
    11
    2019.11
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    3,969,559
    Kilogram
    $68,600,792
    33
    Customs Warehousing Trade
    23,040
    Kilogram
    $300,116
    34
    Entrepot Trade by Bonded Area
    926,701
    Kilogram
    $22,285,530
    12
    2019.12
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,374,001
    Kilogram
    $71,003,540
    33
    Customs Warehousing Trade
    54,615
    Kilogram
    $513,896
    34
    Entrepot Trade by Bonded Area
    703,060
    Kilogram
    $17,860,095
    13
    2020.01
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    3,096,536
    Kilogram
    $53,672,010
    33Customs Warehousing Trade


    34
    Entrepot Trade by Bonded Area
    592,716
    Kilogram
    $15,852,639
    14
    2020.02
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    3,835,804
    Kilogram
    $71,023,971
    33
    Customs Warehousing Trade
    91,411
    Kilogram
    $1,096,352
    34
    Entrepot Trade by Bonded Area
    1,307,813
    Kilogram
    $35,462,959
    15
    2020.03
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,302,027
    Kilogram
    $71,934,300
    33Customs Warehousing Trade


    34
    Entrepot Trade by Bonded Area
    847,890
    Kilogram
    $19,606,430
    16
    2020.04
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    6,693,250
    Kilogram
    $111,303,851
    33
    Customs Warehousing Trade
    67,920
    Kilogram
    $800,588
    34
    Entrepot Trade by Bonded Area
    1,905,020
    Kilogram
    $44,669,375
    17
    2020.05
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,845,035
    Kilogram
    $112,664,414
    33
    Customs Warehousing Trade
    80,011
    Kilogram
    $888,291
    34
    Entrepot Trade by Bonded Area
    821,200
    Kilogram
    $19,566,302
    18
    2020.06
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,585,045
    Kilogram
    $67,191,044
    33
    Customs Warehousing Trade
    47,628
    Kilogram
    $445,550
    34
    Entrepot Trade by Bonded Area
    659,105
    Kilogram
    $14,491,105
    19
    2020.07
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,977,101
    Kilogram
    $75,834,216
    33
    Customs Warehousing Trade
    46,360
    Kilogram
    $448,686
    34
    Entrepot Trade by Bonded Area
    775,814
    Kilogram
    $16,809,964
    20
    2020.08
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,509,376
    Kilogram
    $73,213,030
    33
    Customs Warehousing Trade
    80,640
    Kilogram
    $857,943
    34
    Entrepot Trade by Bonded Area
    1,202,562
    Kilogram
    $24,978,283
    21
    2020.09
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,719,277
    Kilogram
    $87,710,820
    33Customs Warehousing Trade


    34
    Entrepot Trade by Bonded Area
    1,393,042
    Kilogram
    $30,903,490
    22
    2020.10
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,091,995
    Kilogram
    $70,010,589
    33
    Customs Warehousing Trade
    54,783
    Kilogram
    $512,581
    34
    Entrepot Trade by Bonded Area
    444,096
    Kilogram
    $9,246,364
    23
    2020.11
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,059,805
    Kilogram
    $87,258,132
    33
    Customs Warehousing Trade
    280,414
    Kilogram
    $3,880,232
    34
    Entrepot Trade by Bonded Area
    1,442,378
    Kilogram
    $36,992,714
    24
    2020.12
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,230,400
    Kilogram
    $80,037,092
    33
    Customs Warehousing Trade
    652,306
    Kilogram
    $8,822,705
    34
    Entrepot Trade by Bonded Area
    2,630,668
    Kilogram
    $61,408,389
    25
    2021.01
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    3,825,821
    Kilogram
    $71,394,515
    33
    Customs Warehousing Trade
    152,883
    Kilogram
    $2,699,121
    34
    Entrepot Trade by Bonded Area
    1,482,073
    Kilogram
    $36,328,359
    26
    2021.02
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    1,825,219
    Kilogram
    $33,996,508
    33
    Customs Warehousing Trade
    44,113
    Kilogram
    $409,266
    34
    Entrepot Trade by Bonded Area
    1,063,590
    Kilogram
    $26,748,979
    27
    2021.03
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    5,291,635
    Kilogram
    $93,330,757
    33
    Customs Warehousing Trade
    228,403
    Kilogram
    $3,631,820
    34
    Entrepot Trade by Bonded Area
    1,627,655
    Kilogram
    $38,783,195
    28
    2021.04
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    3,004,460
    Kilogram
    $53,150,064
    33
    Customs Warehousing Trade
    211,843
    Kilogram
    $3,313,386
    34
    Entrepot Trade by Bonded Area
    495,779
    Kilogram
    $11,762,630
    29
    2021.05
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    3,991,664
    Kilogram
    $73,484,715
    33
    Customs Warehousing Trade
    242,702
    Kilogram
    $3,709,661
    34
    Entrepot Trade by Bonded Area
    1,166,090
    Kilogram
    $27,773,488
    30
    2021.06
    19011010
    Powdered formulas for infant use in retail package, containing cocoa <5%
    609
    New Zealand
    10
    Ordinary Trade
    4,720,671
    Kilogram
    $84,475,719
    33
    Customs Warehousing Trade
    201,730
    Kilogram
    $2,768,607
    34
    Entrepot Trade by Bonded Area
    945,434
    Kilogram
    $23,531,659

    https://hotcopper.com.au/data/attachments/3421/3421703-be9b9cb2dba58f0c6c5c0566b53562d5.jpg
 
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