Core Viewpoint - Yili Group reported a revenue of approximately 61.777 billion yuan for the first half of 2025, reflecting a year-on-year growth of 3.49%, while the net profit attributable to shareholders decreased by 4.39% to 7.2 billion yuan [1] Revenue Breakdown - The liquid milk segment generated revenue of 36.126 billion yuan, maintaining the largest market share in the industry [1] - The milk powder and dairy products segment achieved revenue of 16.578 billion yuan, marking a year-on-year increase of 14.26%, and also holds the top market share [1] - The ice cream segment reported revenue of 8.229 billion yuan, with a year-on-year growth of 12.39%, securing the leading market position [1]

上半年，伊利全品类业务实现全面领跑，推动公司实现超预期增长。 （文章来源：华夏时报） 其中，液体乳业务营收361.26亿元，稳居行业第一，并呈现企稳向好趋势，常温酸奶、常温乳饮料、高 端白奶市场份额全面增长；低温液态奶业务逆势增长，低温白奶品类营收增长20%以上。 8月28日，伊利股份发布2025年中报，前瞻战略布局促进业绩大幅提升，实现营业总收入619.33亿元， 同比增长3.37%；扣非归母净利润70.16亿元，同比大增31.78%，稳居亚洲乳业第一，行业领导者地位持 续巩固。 奶粉及奶制品营收165.78亿元，同比增长14.26%，已成长为公司新的战略增长极。其中，伊利整体婴幼 儿奶粉（含牛奶粉和羊奶粉）市场份额更是升至18.1%，跃居全国零售额市场份额第一，实现历史性突 破；成人奶粉稳居行业第一，市场份额持续扩大；公司奶酪、乳脂全渠道零售额市场份额持续提升，面 向餐饮专业客户的奶酪、乳脂业务营收同比增长20%以上。同期，冷饮业务营收82.29亿元，实现双位 数增长，稳居市场第一。 ...

Core Viewpoint - Yili Group has achieved significant growth in both revenue and profit in the first half of 2025, solidifying its position as the leading dairy company in Asia with a total revenue of 61.933 billion yuan, a year-on-year increase of 3.37%, and a net profit of 7.016 billion yuan, up 31.78% [2] Group 1: Business Performance - The infant formula segment has reached a historic milestone, capturing the number one market share in China with a retail market share of 18.1% [3] - Yili's overall revenue from milk powder and dairy products has grown to 16.578 billion yuan, reflecting a year-on-year increase of 14.26% [4] - The liquid milk business remains the industry leader, with significant growth in various subcategories, including a 20% increase in low-temperature white milk revenue [6] Group 2: Strategic Initiatives - Yili has successfully launched a series of innovative products in the health water segment, contributing to double-digit growth in this category [7] - The company has expanded its international presence, with significant growth in overseas markets, including a 14.4% increase in cold drink revenue and a 65.7% increase in infant goat milk powder revenue [7] - Yili has established a strategic partnership with Tongrentang to develop health-oriented dairy products, enhancing its product offerings in the "food and medicine homology" category [9][10] Group 3: Market Position and Innovation - Yili's cheese business has seen robust growth, with a focus on product innovation to meet diverse consumer needs [4] - The company is pioneering the "solid-state revolution" in dairy, aiming to elevate cheese from a side dish to a staple food, thereby enhancing its market position [11] - Yili is committed to establishing authoritative industry standards for the "food and medicine homology" sector, further solidifying its leadership in the dairy industry [10]

从单季度业绩来看，伊利股份2025年第二季度营收同比增长5.77%至289.15亿元，净利润同比增长 44.65%至23.26亿元，扣非后净利润同比增长49.78%至23.87亿元。 新华财经北京8月28日电 伊利股份28日晚间发布其2025年半年度报告，上半年营收同比增长3.49%至 617.77亿元，净利润同比下降4.39%至72.00亿元，扣非后净利润同比增长31.78%至70.16亿元。 伊利股份在半年报中表示，报告期，公司液体乳业务实现营业收入361.26亿元，整体市场份额稳居行业 第一；公司奶粉及奶制品业务实现营业收入165.78亿元，同比增长14.26%，整体市场份额位居行业第 一；公司冷饮业务实现营业收入82.29亿元，同比增长12.39%，稳居市场第一。 编辑：胡晨曦 ...

Core Insights - Yili Group (600887.SH) reported a total revenue of 61.933 billion yuan for the first half of 2025, marking a year-on-year increase of 3.37% [1] - The company's net profit attributable to shareholders, excluding non-recurring items, reached 7.016 billion yuan, reflecting a year-on-year growth of 31.78% [1] - Yili maintains its position as the leading dairy company in Asia, with its competitive advantage continuing to expand [1] Business Performance - All product categories of Yili are ranked first in the industry, with liquid milk showing a positive trend across the board [1] - The market share of the star product, Anmuxi, continues to grow, maintaining its position as the top-selling ambient yogurt [1] - The overall market share for infant formula (including cow and goat milk powder) reached 18.1%, achieving double-digit growth and becoming the national leader [1] - Revenue from the ice cream business was 8.229 billion yuan, also achieving double-digit growth and securing the market's top position [1] Product Expansion - Yili's health water segment demonstrated strong growth, with new product launches including Matcha Green Tea, Fragrant Oolong, and "Qian Ai Baby" low-sodium mineral water for infants [1] - The water beverage business achieved double-digit high growth due to the expanded product matrix [1] International Expansion - Yili is accelerating its international expansion, with the launch of Jinlingguan in the Hong Kong market in May, gaining global market recognition for its high quality [1] - In June, Cremo entered the Saudi market, completing its core city layout [1] - Revenue from overseas operations showed significant growth, with ice cream business revenue increasing by 14.4% and infant goat milk powder revenue soaring by 65.7% [1]

Group 1 - The core point of the article is that Yili Group (SH 600887) held its 11th seventh board meeting on August 27, 2025, to review the 2025 semi-annual report and summary [1] - For the year 2024, Yili Group's revenue composition shows that liquid milk and dairy product manufacturing accounted for 97.94%, while other businesses contributed 1.43% and other categories made up 0.62% [1] - As of the report, Yili Group's market capitalization stands at 175.1 billion yuan [1]

Core Insights - Yili Group reported a total revenue of 61.933 billion yuan for the first half of 2025, representing a year-on-year growth of 3.37% [1] - The company's net profit attributable to shareholders, excluding non-recurring items, reached 7.016 billion yuan, marking a significant year-on-year increase of 31.78% [1] - Yili maintains its position as the leading dairy company in Asia, with its competitive advantage continuing to expand [1] Business Performance - The liquid milk segment showed a comprehensive positive trend, with market shares for ambient yogurt, ambient dairy beverages, and premium white milk increasing [1] - The retail sales of Anmuxi yogurt continue to hold the top position in the ambient yogurt category [1] - The market share for infant formula (including cow and goat milk powder) reached 18.1%, achieving a historic breakthrough [1] - The ice cream business generated revenue of 8.229 billion yuan, achieving double-digit growth [1]

证券代码：600887 证券简称：伊利股份 公告编号：临 2025-062 内蒙古伊利实业集团股份有限公司 第十一届监事会第七次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 内蒙古伊利实业集团股份有限公司（简称"公司"）第十一届监事会 第七次会议于 2025 年 8 月 27 日（星期三）上午在公司五楼会议室以现 场方式召开。本次会议通知于 2025 年 8 月 17 日以邮件方式发出，会议 应当出席的监事五名，实际出席会议的监事四名，监事王彩云女士因事 未能亲自出席本次会议，委托监事李建强先生代为出席并行使表决权。会 议由监事会主席李建强先生主持，会议符合《公司法》《公司章程》的有 关规定，合法有效。 二、监事会会议审议情况 会议审议并通过了以下议案，形成如下决议： 特此公告 内蒙古伊利实业集团股份有限公司 监 事 会 表决结果：同意5票，反对0票，弃权0票。 （二）审议并通过了《公司关于<2025 年半年度募集资金存放与实 1 际使用情况的专项报告>的议案》（具体内容详见上海证券交易 ...

证券代码：600887 证券简称：伊利股份 公告编号：临 2025-061 内蒙古伊利实业集团股份有限公司 第十一届董事会第七次会议决议公告 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。 一、董事会会议召开情况 内蒙古伊利实业集团股份有限公司（简称"公司"）第十一届董事会 第七次会议于 2025 年 8 月 27 日（星期三）上午 8:45 在公司五楼会议室 以现场方式召开。本次会议通知于 2025 年 8 月 17 日以邮件方式发出， 会议应当出席的董事十一名，实际出席会议的董事八名，董事高振宇先 生、赵成霞女士、独立董事纪韶女士因事未能亲自出席本次会议，分别委 托董事长潘刚先生、董事王晓刚先生、独立董事石芳女士代为出席并行使 表决权。会议由董事长潘刚先生主持，监事会成员和董事会秘书列席了 会议。会议符合《公司法》《公司章程》的有关规定，合法有效。 二、董事会会议审议情况 表决结果：同意 11 票，反对 0 票，弃权 0 票。 （二）审议并通过了《公司关于<2025 年半年度募集资金存放与实 际使用情况的专项报告>的议案》 ...

伊利股份8月28日披露半年报，公司上半年实现营业收入617.77亿元，同比增长3.49%；归属于上市公司 股东的净利润72亿元，同比下降4.39%；基本每股收益1.14元/股。 ...