Core Viewpoint - Inner Mongolia Yili Industrial Group Co., Ltd. has completed the sale of shares from its sixth, seventh, and eighth employee stock ownership plans, as part of its ongoing stockholding plan initiated in 2014 [1][2]. Group 1 - The company’s board of directors guarantees that the announcement contains no false records, misleading statements, or major omissions, and they assume legal responsibility for its authenticity, accuracy, and completeness [1]. - The sixth phase of the stockholding plan held 3,459,159 shares, the seventh phase held 1,912,400 shares, and the eighth phase held 1,886,965 shares, all of which have been fully sold [1]. - Following the completion of the share sales, the company will proceed with asset liquidation and distribution as per the regulations of the stockholding plan [1].

Group 1 - The dairy sector has seen a rise of 3.73%, ranking second among concept sectors, with 34 stocks increasing in value, including Zhuangyuan Pasture which hit the daily limit, and Huanlejia, Qishi Dairy, and Xibu Dairy with increases of 15.90%, 6.42%, and 6.25% respectively [1][2] - The dairy sector attracted a net inflow of 355 million yuan from main funds today, with 23 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by Huanlejia with a net inflow of 129 million yuan [2][3] - The top stocks by net inflow ratio include Yisheng Co., Yiyaton, and Huanlejia, with net inflow ratios of 13.68%, 10.97%, and 10.65% respectively [3][4] Group 2 - The dairy sector's inflow ranking shows Huanlejia leading with a daily increase of 15.90% and a turnover rate of 9.98%, followed by Beiyinmei with a 3.23% increase and a turnover rate of 10.27% [3][4] - Other notable stocks include Zhuangyuan Pasture with a 9.99% increase and a turnover rate of 25.09%, and Sanyuan Co. with a 3.39% increase and a turnover rate of 6.32% [3][4] - Stocks such as Yili Co. and Jinyuan Rice also saw increases of 0.72% and 3.73% respectively, with net inflows of 328.74 million yuan and 647.99 million yuan [4][5]

内蒙古伊利实业集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 内蒙古伊利实业集团股份有限公司（简称"公司"）2014 年第一次 临时股东大会审议通过《内蒙古伊利实业集团股份有限公司持股计划（草 案）》（简称"持股计划"）和《内蒙古伊利实业集团股份有限公司持 股计划管理规则》等议案（具体内容详见上海证券交易所网站 www.sse.com.cn），同意公司实施持股计划。 截至本公告披露日，公司第六期持股计划持有的 3,459,159 股、第 七期持股计划持有的 1,912,400 股、第八期持股计划持有的 1,886,965 股公司股票已全部出售完毕。根据持股计划相关规定，后续将进行财产 清算和分配等工作。 特此公告 证券代码：600887 证券简称：伊利股份 公告编号：临 2025-089 内蒙古伊利实业集团股份有限公司 关于第六、七、八期持股计划股票出售完毕的公告 董 事 会 二○二五年十二月二十日 ...

Core Viewpoint - The company has completed the sale of shares from its sixth, seventh, and eighth employee stock ownership plans, totaling 1,025.86 thousand shares [1] Group 1 - The sixth employee stock ownership plan held 345.92 thousand shares, all of which have been sold [1] - The seventh employee stock ownership plan held 191.24 thousand shares, all of which have been sold [1] - The eighth employee stock ownership plan held 188.7 thousand shares, all of which have been sold [1] Group 2 - Following the completion of the share sales, the company will proceed with asset liquidation and distribution as per the relevant regulations of the stock ownership plans [1]

"28天新鲜购"，让奶粉罐有了温度：从智慧牧场的奶源管 理，到智能工厂的柔性生产，再到"一盘货"的渠道创新，最终 抵达消费者的精准多元的服务，伊利构建了一个数智化驱动的 完整服务生态。 作者：王刚 封图：图片资料室 深夜，河北保定的李女士点开手机里的监控软件——又到了孩子吃夜奶的时间。屏幕里，老人正为 孙子冲泡奶粉，罐子就敞开着放在桌上。她的心微微一紧。离家在外打工，孩子的吃奶问题成了她 最揪心的牵挂：爷爷奶奶喂的量够不够？奶粉是不是快过期了？老人记不记得添辅食？ 在与会员的日常交流中，伊利婴配粉的工作人员捕捉到了李女士的焦虑。她的孩子自出生吃的就是 伊利奶粉，她也成为了伊利会员。李女士逐渐发现伊利的服务不止于产品：即便是妈妈群里的寻常 吐槽，也能得到工作人员的悉心回应。 很快，李女士收到了反馈：伊利旗下三款奶粉提供"28天新鲜购"服务，能确保送到手的奶粉生产 日期在28天以内。伊利的客户服务会精准跟踪用户的需求，在奶粉将尽时提醒补货、在需要添加 辅食时给予指导、在遇到喂养问题时答疑解惑……李女士紧绷的弦，终于松下来了。 事实上，李女士的焦虑并非个例，它隐藏在无数客服追问和直播间留言里——"能不能给我货架上 ...

Core Insights - The article highlights the launch and significance of Yili's "28-Day Fresh Purchase" program, which aims to ensure that infant formula is delivered to consumers within 28 days of production, addressing consumer concerns about freshness and expiration dates [3][4][17] - Yili has achieved a historic breakthrough in the infant formula market, securing the number one market share while focusing on enhancing freshness and consumer experience [3][17] Group 1: Consumer Insights - Many parents, like Ms. Li, express anxiety over the freshness and expiration of infant formula, leading to increased demand for products with shorter shelf lives [2][3] - Yili's customer service has effectively captured consumer feedback, transforming it into actionable insights that drive product and service improvements [3][4] Group 2: Supply Chain Innovations - The "28-Day Fresh Purchase" program represents a significant shift in the supply chain, optimizing product freshness from production to delivery [3][6] - Yili has implemented a sophisticated logistics strategy, allowing for rapid delivery and ensuring that even remote areas receive products within the promised timeframe [7][8] Group 3: Production and Technology - Yili's production process has been restructured to support high-frequency, small-batch production, enabling the company to meet the demands of the "28-Day Fresh Purchase" initiative [9][10] - The introduction of an Advanced Planning and Scheduling (APS) system has enhanced production efficiency, allowing for real-time adjustments based on demand and supply chain conditions [10][11] Group 4: Market Position and Future Outlook - Yili's commitment to freshness and quality is expected to drive significant sales growth for the "28-Day Fresh Purchase" products by 2025 [15][16] - The initiative positions Yili as a leader in redefining industry standards, shifting the focus from merely selling products to providing comprehensive parenting services [17][18]

Core Insights - The article emphasizes the increasing importance of Corporate Social Responsibility (CSR) as a strategic component for companies, influenced by the United Nations' Sustainable Development Goals (SDGs) and ESG investment mechanisms [1] Group 1: Key News - Anta Group collaborates with the UN Refugee Agency to provide humanitarian aid to 300,000 displaced youth [3] - The "One Kilometer River Protection" public welfare project successfully concludes, showcasing cross-sector collaboration for environmental protection [3] Group 2: Environmental Protection - The "One Kilometer River Protection" project, initiated by FedEx and the China Environmental Protection Federation, successfully concludes with activities across 15 cities, involving over 3,000 volunteers [4] Group 3: Education Charity - Anta Group's humanitarian project "Moving for Change" benefits 300,000 displaced youth in Africa and will continue for another three years [6] - ECCO's "Dream Journey" initiative provides support to children in Heilongjiang, emphasizing companionship and community engagement [8] - Yili and Lenovo launch the "Eco Solutions" initiative, donating 160,000 boxes of student milk to support nutrition for students in Inner Mongolia [10] Group 4: Public Health - Shanghai Auntie concludes its "Five Colors Slow Nourishment" program, promoting mental and physical well-being through a series of courses [12] - Mengniu's Yili C brand receives a health certification, reinforcing its commitment to gut health through professional nutrition [14] Group 5: Pet-Friendly Initiatives - Champion's premium brand ACANA launches a new cat food line, contributing to the development of a pet-friendly ecosystem [18] - Xiaoxianyu's "Help Stray Cats Find Homes" initiative is recognized as an outstanding case for responsible practice in 2025 [19] Group 6: Other - Anta Group and the Min Foundation are awarded the highest 5A rating for social organizations, reflecting their operational standards and public trust [20]

在呼和浩特敕勒川生态智慧牧场里，奶牛们正享受着前所未有的舒适生活：智能风机+喷淋系统自动调 节牛舍温度，清粪机器人每小时清扫环境，精准饲喂系统按"牛"定制营养餐，甚至每天还有轻音乐相 伴……这套由"伊起牛智慧牧业管理系统"构建的数字化养殖体系，为奶牛提供六大福利，保证饮水、空 间、休息、采食等方面的舒适，不仅让奶牛日均产奶量突破45公斤，更使牛奶品质全面优于欧盟标准。 伊利敕勒川生态智慧牧场 智能环境：四季如春的"牛舍豪宅" 奶牛在松软的卧床上休憩 精准饲喂：定制化的"米其林大餐" 舒适的环境养出健康的奶牛，健康的奶牛才能产出营养的好奶。通过"伊起牛智慧牧业管理系统"，牧场 管理人员可通过手机APP实时查看牛舍温湿度、奶牛健康数据、饲料库存等几千项指标，实现"一键 式"远程管理。无人牛舍更是智慧牧场的升级版，1个人能轻松管理150头奶牛，达到全球领先水平。管 家、保安、保姆和医生24小时随时待命，全方位守护奶牛的健康生活。 全自动智能喷淋系统 伊利敕勒川生态牧场内的全智能无人牛舍 牧场通过物联网传感器实时监测牛舍环境，当温度超过18℃，智能风机自动启动；超过22℃，喷淋系统 立即降温；冬季则通过智能防风帘自动 ...

Group 1 - Inner Mongolia Longzhuo Investment Co., Ltd. and Inner Mongolia Yonghao Investment Co., Ltd. have recently been established, both with the same legal representative, Uyun Dalai [1] - The business scope of both companies includes enterprise management, management consulting, and investment activities using their own funds [1] - Both companies are wholly owned by Yili Group (stock code: 600887) according to the equity penetration analysis [1]

Core Insights - The liquid milk market is facing challenges due to oversupply of traditional products and insufficient supply of specialty products, with leading companies like Yili and Mengniu maintaining dominance through channel and scale advantages [1] - The sales growth of liquid milk is slowing down, with leading companies shifting focus towards higher value-added products such as cheese, milk powder, and ice cream [1][2] - Yili is proactively transitioning to a second growth curve by expanding its product offerings in milk powder and cheese, while Mengniu is focusing on vertical integration in the cheese market and entering the health food sector with its probiotic drink [7][9] Group 1: Market Dynamics - The liquid milk segment, once a major revenue driver, is experiencing a decline in growth, with consumers increasingly favoring low-temperature milk for its freshness [2] - Data shows that the market share of ambient milk products is decreasing, with ambient pure milk's share down by 2.68% and sales down over 18%, while low-temperature products are gaining traction with a 1.18% increase in share and a 19.68% increase in sales [2] - Both Yili and Mengniu are feeling the pressure from the declining liquid milk market, as evidenced by their decreasing revenue proportions from this segment [2][3] Group 2: Yili's Strategy - Yili is effectively responding to market changes by increasing its focus on milk powder and cheese, with its revenue from liquid milk decreasing from 67.79% at the end of 2023 to 60.66% by Q3 2025 [4] - The company has established a comprehensive product matrix in the milk powder sector, including organic infant formula and goat milk powder, leveraging its brand influence and distribution channels [6] - Yili's proactive strategy has allowed it to maintain a relatively stable performance in a declining market, with a year-on-year revenue decrease of only 1.63% [4] Group 3: Mengniu's Approach - Mengniu has successfully established a foothold in the cheese market with its brand Miaokelando, which achieved a revenue of 1.39 billion yuan, growing by 14.22% [7] - The company is also venturing into the health food sector with its probiotic drink YouyiC, which has received health product certification, marking a significant step towards functional foods [9][12] - Mengniu's strategy involves a more vertical approach, focusing on niche markets and health-oriented products, although it faces challenges in adapting to the regulatory environment of the health food industry [12][13]