在扎龙湿地沉浸式"醉氧"，体验无限接近母乳的鲜活品质，探秘营养"鲜活"背后的硬核科技……近日，飞鹤(06186)2025鲜活营养见证之旅盛大开启。活动期 间，央视明星主播、大国文化学者、世界青年人才、社交网络红人、权威媒体观察团等多方领衔的鲜活营养见证团，深度探访飞鹤哈尔滨智能产业园、齐齐 哈尔克山牧场及克东工厂等地，通过线下实地溯源、线上矩阵直播联动，全方位、沉浸式体验飞鹤"农牧工"全产业链鲜活图景。 智通财经APP获悉，8月17日，央视新闻率先开启飞鹤寻找鲜活之旅，通过奶牛选美大赛、鲜活科技大揭秘、鲜活营养真验证等趣味环节，打造2小时 寻"鲜"接力综艺感溯源直播。直播中，飞鹤董事长冷友斌与央视主持人朱广权、影视演员祝绪丹、脱口秀演员庞博、知名博主老爸评测等嘉宾，组成飞鹤鲜 活营养见证团，深入飞鹤克山牧场、克东工厂、哈尔滨智慧工厂等地，带大家一起寻找更适合中国宝宝的鲜活营养，全方位见证飞鹤新鲜高品质生牛乳从源 头牧场、冷链运输到奶粉成罐的鲜活营养直达过程。 在首批央视新闻领衔的顶配直播阵容镜头之下，从环境、奶源到工艺、产品、ESG，飞鹤鲜活营养全产业链图景得以全面呈现；同时，鲜活营养见证团深入 飞鹤工厂、牧 ...

中國飛鶴有限公司 China Feihe Limited 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：6186） 董事會召開日期 中國飛鶴有限公司（「本公司」及 其 附 屬 公 司「本集團」）董事會（「董事會」）兹通告 謹定於二零二五年八月二十八日（星 期 四）舉 行 董 事 會 會 議，以 考 慮 及 通 過 本 集 團 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 的 中 期 業 績，及 派 發 中 期 股 息（如 有）， 以 及 處 理 其 他 事 項。 承董事會命 中國飛鶴有限公司 主 席 冷友斌 中 國 北 京，二 零 二 五 年 八 月 十 八 日 於 本 公 告 日 期，我 們 的 執 行 董 事 為 冷 友 斌 先 生、劉 華 先 生、蔡 方 良 先 生 及 涂 芳 而 女 士；非 ...

Core Viewpoint - China Feihe Limited is leveraging technology and innovation in its operations, focusing on intellectual property and patent integration to enhance its competitive edge in the dairy industry [1][4]. Group 1: Technological Innovation - Feihe has made significant investments in research and development, leading to breakthroughs in areas such as brain development, breast milk research, production processes, nutritional formulas, quality safety, and testing [1][2]. - The company has developed core technologies for dairy protein extraction, including low-temperature separation and directed enzymatic hydrolysis, enabling the extraction of various dairy protein raw materials from fresh milk [2]. Group 2: Digital Transformation - Feihe has established 13 digital farms, achieving full digital coverage of breeding, feeding, and milking processes, which allows fresh milk to reach production facilities within 2 hours [3]. - The company has created the "Thousand Eyes System," enabling millisecond-level online monitoring and quality traceability throughout the milk powder production process, significantly improving production efficiency [3]. Group 3: Intellectual Property and Standards - Feihe has a strong focus on intellectual property, having added 153 new domestic and international patents in 2024, bringing the total to 659 patents covering core production technologies and functional raw material research [4]. - The company has participated in the development of 45 national, industry, and group standards since 2018, embedding patents into standards to enhance industry benchmarks and technical levels [5][6]. Group 4: Industry Leadership - Feihe's integration of patents and standards has set a precedent for innovation in the dairy industry, earning recognition as a "Patent and Standard Collaborative Innovation Center" in Heilongjiang Province [6]. - The company is seen as a key player in driving high-quality economic development in Heilongjiang, with support from local intellectual property management departments [6].

港股市场乳业股全线飙升，其中，澳亚集团涨超37%，现代牧业涨15%，原生态牧业、中国圣牧涨超 10%，优然牧业涨超8%，澳优涨近5%。 消息面上，国务院新闻办公室将于2025年8月13日(星期三)上午10时举行新闻发布会，请财政部副部长 廖岷和商务部、中国人民银行、金融监管总局有关负责人介绍个人消费贷款贴息政策和服务业经营主体 贷款贴息政策有关情况，并答记者问。 另外，华泰证券最新报告指，在全球供应链调整和消费升级的共同推动下，中国乳制品行业正迎来 从"规模扩张"向"价值提升"的战略转型，奶酪、黄油等固体乳制品凭借高营养价值和广泛的用途，正成 为推动餐饮业创新和健康食品发展的重要力量。该机构测算得24年B端乳制品行业规模已超400亿，预 计28年市场规模有望达703亿元。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02425 | 澳亚集团 | | 37.67% | 2.010 | 19.71亿 | | 01117 | 现代牧业 | | 15.08% | 1.450 | 114.78亿 | | 01431 ...

12月18日，中国飞鹤2024年合作伙伴大会在黑龙江省哈尔滨市召开，以"征途·同频启未来"为主 题。来自全国各地的1000余名合作伙伴齐聚一堂，共同回顾2024年发展历程，擘画中国乳业未来蓝图。 "飞鹤能够做到行业持续领先，离不开合作伙伴的支持。"中国飞鹤董事长冷友斌真挚感谢合作伙 伴，他表示，"飞鹤与大家，是伙伴更是并肩战友，是盟友更是战略共同体，一起携手迎征途，同频启 未来"。 同频共振、穿越周期，飞鹤与合作伙伴再创佳绩 面对市场波澜起伏，飞鹤始终与合作伙伴同频共振、逆流而上，稳居市场领先之位，带动国产奶粉 市场份额持续攀升。 据悉，飞鹤星飞帆卓睿仅上市两年就迅速崛起，成为继星飞帆之后的又一百亿级大单品，以其定制 化大脑营养配方持续引领消费趋势。据尼尔森IQ的调研数据显示，星飞帆卓睿已成为全渠道奶粉品类 第一大单品，推动超高端市场大幅度增长。 飞鹤能在市场竞争中脱颖而出，离不开合作伙伴的坚定支持，也离不开企业在科技创新上的坚定投 入。飞鹤自2009年以来，凭借持续的科研投入和领先的科研成果，先后承担了近40项国家级、省级重点 科研项目，并揭榜国家"十四五"重点研发项目，牵头研发"新一代婴幼儿配方奶粉"。飞 ...

智通财经APP获悉，8月10日，乳品深加工与活性原料创新研讨会在黑龙江齐齐哈尔市举办。会议由中国食品科学技术学会组织，来自中国乳制品工业协 会、中国农业科学院、南开大学、上海交通大学、大连工业大学及中国飞鹤等机构的乳品科学、营养健康、生物科技等领域的专家代表参加了会议。与会专 家围绕乳制品深加工的最新科研进展、活性营养产业化核心技术及全链条创新实践展开深入探讨，旨在推动产学研深度融合。 作为国内乳业领军企业，中国飞鹤(06186)在会上重点分享了其"新一代鲜活营养"的研发与产业实践成果，涵盖新鲜奶源、鲜活科技、鲜活营养产品及科学 实证全链条，为行业高质量发展提供经验。 突破鲜活营养新趋势，共见行业鲜活实证 在国家政策与消费升级双重驱动下，中国乳业加速向高质量转型。与会专家一致认为，"保鲜增活"是婴配粉乃至整个乳业发展的核心命题。 中国农业科学院研究员王加启表示，鲜活营养是当前整个行业升级与产品品质提升的重要方向。保鲜增活就是最大程度的保留牛奶中的天然活性元素，使珍 贵的生物天然活性物质达到更高水平，这是整个婴配粉制造的核心，也是整个行业发展的重要方向。 实际上，破解鲜活难题需要全产业链协同创新，中国乳企正在通 ...

Core Viewpoint - The recent rumors regarding price increases for infant formula following the announcement of national childcare subsidies have been refuted by several major dairy companies, indicating that the market conditions do not support such price hikes [1] Company Responses - Major dairy companies including Yili (伊利股份), China Feihe (中国飞鹤), and Beingmate (贝因美) have publicly stated that they have not raised prices for their infant formula products [1] - Beingmate specifically urged consumers not to believe or spread rumors about price increases, confirming that all products remain at their previous prices [1] Market Analysis - Industry analysis suggests that the declining birth rate in China has led to an oversupply in the infant formula market, resulting in intensified competition that does not favor price increases [1] - Despite social media claims of price hikes ranging from 30 to 50 yuan per can, investigations into the pricing of major brands over the past 180 days show no overall upward trend in prices [1]

Core Viewpoint - The article addresses the recent rumors regarding price increases of infant formula following the announcement of national childcare subsidies, clarifying that major companies in the dairy industry have not raised prices due to market conditions [3][4]. Industry Analysis - The domestic infant formula market is experiencing oversupply and intensified competition due to a continuous decline in newborn population, which does not support price increases [4][7]. - The total number of children aged 0-3 in China has decreased from 50.1 million in 2018 to 28.5 million in 2023, contributing to market contraction [7]. - Despite a slight rebound in birth rates in 2024, the overall downward trend in the market is expected to persist in the short term [8]. Company Responses - Major companies such as Yili (伊利股份), China Feihe (中国飞鹤), and Beingmate (贝因美) have publicly stated that they have not increased prices for their infant formula products [4][5]. - Beingmate specifically urged consumers not to believe or spread rumors about price hikes [4]. Market Trends - A survey indicated that approximately 70% of baby store owners reported no price increases in infant formula, while about 30% noted price adjustments unrelated to childcare subsidies, primarily due to promotional strategies [8]. - Since 2024, the infant formula industry has seen some sales recovery, attributed to both the rebound in newborn numbers and the restoration of market order after a prolonged price war among brands [8].

Core Viewpoint - The current oversupply in the infant formula market does not support price increases, despite rumors of price hikes following the announcement of national childcare subsidies [1][3]. Group 1: Market Conditions - The domestic infant formula market is experiencing oversupply due to a continuous decline in the number of newborns, leading to intensified competition [1][3]. - The total number of children aged 0-3 in China has decreased from 50.1 million in 2018 to 28.5 million in 2023, contributing to market contraction [3]. - Approximately 70% of surveyed baby store owners reported that prices of infant formula have not increased, while about 30% noted price adjustments unrelated to childcare subsidies [3]. Group 2: Company Responses - Major companies such as Yili, China Feihe, and Beingmate have denied any price increases for their infant formula products, urging consumers not to believe in rumors [1]. - Beingmate stated on its investor interaction platform that all products have not seen price hikes and encouraged the public to refrain from spreading false information [1]. Group 3: Industry Trends - The infant formula industry is in a deep adjustment phase, with a slight recovery in sales observed in 2024, attributed to both a rebound in newborn numbers and the restoration of market order [4]. - Analysts indicate that the price stabilization in the infant formula market is a result of long-term strategic adjustments by companies, moving away from aggressive price competition [4].

Core Insights - The introduction of two significant childcare support policies in China is expected to positively impact the infant formula market, leading to structural benefits for companies in the sector [1][2][6] Policy Implementation - The childcare subsidy policy, effective from January 1, 2025, will provide families with 3,600 yuan annually for each child under three years old, significantly enhancing the purchasing power of families with infants [2][6] - The policy is projected to release approximately 54 billion to 86 billion yuan annually for childcare, with a substantial portion likely directed towards infant formula consumption [2][6] Market Reaction - Following the announcement of the policies, major infant formula companies such as Yili and Beingmate experienced notable stock price increases, indicating a positive market response [4][5] - Yili's stock rose to 27.57 yuan per share, while Beingmate saw a peak increase of 9.97% shortly after the policy announcement [4][5] Short-term Opportunities - The policies are expected to create new opportunities for sales in the infant formula sector, particularly for products targeting infants aged 0-3 years, with potential for both volume and price increases [6][10] - Companies like Yili and Feihe are likely to benefit from increased demand for their premium products, such as organic and specialized formulas [6][10] Strategic Shifts - The subsidy policies are anticipated to shift the strategic focus of infant formula companies towards deeper market penetration in lower-tier cities, where the impact of subsidies is expected to be more pronounced [10][12] - Companies are adjusting their product offerings and marketing strategies to cater to the subsidized demographic, with initiatives like Yili's "town station" plan and Mengniu's "subsidy selection" series [10][12] Competitive Landscape - The competition among infant formula companies is expected to intensify as they vie for the benefits of the subsidy policies, leading to increased investment in lower-tier markets [10][12] - Companies must also adapt to potential disparities in subsidy distribution and consumer demand fluctuations, necessitating flexible supply chain strategies [12]