人民财讯12月19日电，企查查APP显示，近日，内蒙古隆卓投资有限责任公司、内蒙古永皓投资有限责 任公司成立，法定代表人同为乌云达来，经营范围均包含企业管理；企业管理咨询；以自有资金从事投 资活动。企查查股权穿透显示，二者皆由伊利股份（600887）全资持股。 ...

液态奶是大众最熟悉的乳制品品类，但当前陷入传统产品过剩、特色产品供给不足的困境。 市场的集中度也较高，伊利、蒙牛等头部企业凭借渠道和规模优势稳住主导地位，而中小乳企因规模化不足陷入业绩下滑甚至亏损的困境。 同时，液态奶市场的销售增长正在逐渐放缓，常温奶的市场份额虽依旧庞大，但已经不再是乳企唯一的增长引擎，头部乳企正逐步降低液态奶收入占比，转 向奶酪、奶粉、冷饮等更高附加值的业务。 有趣的是，伊利忙着向第二曲线转移，"热火朝天"卖着奶粉、奶酪及冷饮，例如以金领冠品牌的有机婴幼儿奶粉为代表，并涵盖悠滋小羊、佳贝艾特等羊奶 粉产品，同时在酸奶品类中除畅轻外，还包括伊利草原酸奶等特色产品及冷饮业务以巧乐兹为主导品牌等。 而蒙牛则另辟蹊径，不仅凭借妙可蓝多在奶酪赛道站稳脚跟，更让旗下优益C拿下首款乳酸菌"健字号"，将普通饮品升级为具有保健品属性的健康产品，在 垂直领域开辟新方向。 那么，伊利、蒙牛都已经向更加垂直领域去精进，到底谁能率先走出差异化路径来？ 01 第二曲线比重上升，伊利对市场敏锐度很高 其实，常温液态奶一直都是是中国乳业最大的摇钱树，其凭借其长保质期、便于运输的特性，让伊利和蒙牛建立了覆盖全国的渠道网络， ...

Core Viewpoint - The article discusses the rising trend of clean label products in the food and beverage industry, highlighting consumer demand for transparency in ingredient lists and the proactive steps taken by brands and retailers to meet this demand [3][10][12]. Group 1: Clean Label Trend - Clean label products are gaining traction, with retailers like Hema and Walmart launching their own clean label certified products [4][14]. - Hema's first clean label egg tart received over 50,000 orders, indicating strong consumer interest [8][16]. - Brands such as Yili's "Yizhi Niu" have obtained clean label certifications, addressing consumer concerns about meat safety and quality [9][35]. Group 2: Consumer Insights - A report by Ipsos and Xiaohongshu reveals that keywords like "clean ingredient list" and "clean label" are trending among consumers, who prioritize fresh, additive-free ingredients [10][12]. - Innova's report indicates that nearly three-quarters of consumers reconsider their purchases based on ingredient lists, preferring simple and recognizable components [12]. Group 3: Industry Standards and Certifications - The industry has seen the establishment of multiple clean label group standards, including those from the China Standardization Association and the China Food Industry Association [9][18]. - As of November, the clean label certification has been implemented in various product categories, including dairy, meat, and condiments [28][34]. Group 4: Retailer Initiatives - Retailers like Dingdong Maicai and Tmall Supermarket have created "clean ingredient" sections, showcasing products with transparent ingredient lists [20][22]. - Walmart's self-owned brand "Wojixian" emphasizes simple ingredients and freshness, aligning with the clean label trend [16][18]. Group 5: Brand Responses - Brands are actively seeking clean label certifications to enhance their market appeal, with many already benefiting from early adoption [26][27]. - The clean label trend is seen as an opportunity for innovation, particularly for mid-to-high-end products, as it aligns with consumer preferences for healthier options [51][52].

证券之星消息，12月17日饮料乳品板块较上一交易日上涨0.75%，庄园牧场领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。饮料乳品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002910 | 庄园牧场 | 11.28 | 10.05% | 17.40万 | | 1.91亿 | | 600882 | 妙可蓝多 | 28.07 | 4.31% | 14.42万 | | 4.03亿 | | 600419 | 天润乳业 | 9.98 | 4.28% | 14.29万 | | 1.42亿 | | 605337 | 李子园 | 12.36 | 2.23% | - 12.47万 | | 1.54亿 | | 6655509 | 东鵬饮料 | 269.76 | 2.12% | 2.24万 | | 6.03亿 | | 600429 | 三元股份 | 5.79 | 2.12% | 104.77万 | | 5.99亿 | ...

今日（12.17），沪指小幅反弹，大消费盘中翻红，消费ETF（159928）涨0.38%，盘中成交额已超2.3亿元！资金连续涌入，昨日全天流入超1.6亿元，今日 盘中再获净申购1000万份！ 中国银河证券认为，12月在重要高层会议和美联储降息的背景下，关注政策主线、出海主线、高股息与红利主线、科技创新和内需复苏主线。具体来看，关 注现金流稳定、分红率占优的防御板块。同时，政策促消费方向明确，服务类消费有望成为新增长点，商业运营龙头直接受益。 光大证券指出，市场短期或进入宽幅震荡阶段。配置方面，短期可关注防御及消费板块，中期继续关注TMT和先进制造板块。市场处于震荡过程中时，前 期滞涨方向可能表现会更好，对应到本轮即为高股息及消费板块。中期来看，在流动性驱动的行情下，行情中期TMT更容易成为主线，本轮或许也会如 此。若行情转向基本面驱动，考虑到当前行情或正处于中期，先进制造值得重点关注。 【食品饮料已连跌五年，反转关注哪些机会？】 从过去5年的行业趋势来看（截至今年12/16），申万31个一级行业中，仅食品饮料和房地产连续5年下跌。而横向参考其他行业板块，在连续下跌3~4年后往 往有所反转，例如今年以来涨幅亮眼 ...

Group 1 - The dairy sector saw a rise of 0.45% as of the market close on December 16, ranking fifth among concept sectors, with 13 stocks increasing in value [1][2] - Notable gainers included Huangshi Group, which hit the daily limit, and other companies like Huanlejia, Sunshine Dairy, and Lihigh Food, which rose by 10.74%, 2.84%, and 2.59% respectively [1][5] - Conversely, stocks such as *ST Tianshan, Miaokelan Duo, and Pinwo Food experienced declines of 4.09%, 2.50%, and 2.47% respectively [1][5] Group 2 - The dairy sector experienced a net outflow of 102 million yuan in main funds today, with 14 stocks receiving net inflows [3][4] - Huangshi Group led the inflow with 65.43 million yuan, followed by Sanyuan Foods, Sunshine Dairy, and Wancheng Group with net inflows of 20.10 million yuan, 12.67 million yuan, and 7.38 million yuan respectively [3][4] - The net inflow ratios were highest for Huangshi Group at 32.37%, New Agricultural Development at 5.12%, and Yisheng Shares at 3.46% [3][4]

Core Insights - The article discusses the year-end review of the beverage market, focusing on the top 100 new products from December 2024 to November 2025, and compares them with the same period from the previous year to identify trends and shifts in the market [1][4]. Summary by Sections Overview of the Year-End Review - The year-end review will analyze the top 100 new beverage products and their market performance over the specified period, highlighting new trends and shifts in consumer preferences [1]. Data Collection and Methodology - The data for the top 100 products is sourced from the "马上赢" brand CT and various models, covering a wide range of retail channels across major cities in China [3]. - The selection criteria for the top 100 products exclude private label products and multi-pack items, focusing solely on individual SKUs based on sales revenue [1][2]. Market Performance Analysis - The beverage market is categorized into ten subcategories, including packaged water, functional drinks, dairy drinks, ready-to-drink tea, and more [4][5]. - The analysis reveals that dairy drinks are the only category exceeding 20% market share, while ready-to-drink tea, functional drinks, and carbonated beverages also hold significant shares [8]. Year-on-Year Comparison - A comparison between the two periods shows that the market share of dairy drinks has decreased by approximately 2%, with a sales growth decline of over 13% [13]. - Functional drinks and ready-to-drink juices have shown positive growth, while traditional categories like carbonated drinks and Asian traditional beverages have experienced declines [12][13]. New Product Trends - The top 100 new products for the current year show a significant increase in non-refrigerated ready-to-drink juices and sweetened ready-to-drink teas, while categories like sugar-free ready-to-drink tea and sports drinks have seen a reduction in new product entries [19][14]. - Notably, the top brands include "元气森林" and "康师傅," each with multiple products in the top rankings, indicating strong competition and innovation in the beverage sector [19][22]. Pricing and Specifications - The average price per 100ml for new products varies across categories, with non-refrigerated ready-to-drink juices and sweetened ready-to-drink teas generally priced higher [28]. - The distribution of product specifications indicates a growing preference for larger packaging sizes, reflecting changing consumer consumption patterns [25]. Launch Timing Insights - The timing of new product launches has shifted, with a noticeable increase in products launched in February and March compared to the previous year, suggesting a trend towards earlier market entry [31].

"粤享暖冬乐游广东"消费季"食在广州"餐饮消费券第六批今天10点准时开抢！票券有效期为当前周期首日（周二）10:00至当前周期尾日（周一）23:59。 活动共派发满200元减50元、满500减100元、满1000减200元三档餐饮消费券。 市民可在银联云闪付和指定活动银行APP、美团/大众点评APP、抖音APP等平台领取消费券（每个平台每类消费券限领一次）。 | CIND | | 5 | | | | | --- | --- | --- | --- | --- | --- | | 云闪付 | 中国工商银行 | 工银e生活 | 中国农业银行 | 建行生活 | 交通银行 | | ದ್ಗಿ | | | | | | | 本康临 | 邮储银行 | 邮储银行信用卡 | 招商银行 | 广发银行 | 广发发现精彩 | | | | | OP | | | | 民生银行 | 美居生湿 | 阳光惠生活 | 浦发银行 | 浦大喜奔 | 华夏银行 | | | | | G | | | | 英彩生活 | | 兴业生活 广银信用卡 | 广州银行 | 广州农商银行 | | TIPS "粤享暖冬 乐游广东"消费季 "食在广州"餐饮消费券 ⏬第一轮发 ...

前有伊利携手张兴朝大搞抽象，后有安慕希合作小力士、胡先煦狂秀地域梗……近两个月，品牌找"喜人"合作广告成为了新的流行风向标。 这一波出圈的品牌广告基本都围绕"梗文化"和"抽象文化"展开。 据剁椒Spicy盘点，除了《喜人奇妙夜2》（下简称《喜人2》）节目中的8个官方赞助品牌，还有超过20个非赞助品牌与喜人达成了合作，且这些合作高度 集中在张兴朝、李嘉诚身上，二人携手拿下了十个以上代言，断层式领先其他喜人演员。 剁椒Spicy从业内人士处获悉，近几个月，张兴朝部分品牌广告费用已经达到百万级别，其它热门CP组合和艺人的费用也多数达到了大几十万。要知道， 这波品牌与喜人的合作多数是短期代言，大多起到品宣效果，结合渠道传播费用，可谓投入不菲。 从品牌类型来看，这波代言品牌以互联网、快消行业为主，这两大行业背后站着大量的年轻用户，也具备迫切的年轻化诉求。 在《喜人2》之前，被品牌们疯抢的喜剧人还是脱口秀艺人。但相较于脱口秀片段式金句的低门槛传播，喜人们创作的梗文化内容大多结合其演绎的角色 和剧情，内容时长较长，门槛较高，这也让非该综艺观众的用户对喜人认知有限。 而大量品牌合作的喜人"梗"广告多数强依托于这些内部限定梗， ...

12月9日，伊利集团基于"伊利营养2030"公益项目，与联想集团联合发起"益起联想与AI相伊"公益行 动，走进呼和浩特市第三十二学校，用"营养+科技"的创新模式，为草原少年注入追梦新动力。活动 上，伊利宣布将面向土默特左旗全域捐赠160000盒学生奶，为学生提供持续稳定的营养支持。 最先亮相的是联想首位硅基员工"乐享壹号"。它不但参与了捐赠仪式，还带着孩子们一起打起了太极， 孩子们瞬间围拢过来，迫不及待地和它问答、互动。 截屏2025-12-11 10.56.19.png 孩子们与联想首位硅基员工"乐享壹号"快乐互动 在篮球馆里，孩子们参与趣味足球九宫格射门和投壶游戏，奔跑、欢笑与喝彩声此起彼伏，营养加持下 的每一次全力奔跑，都写在他们红扑扑的脸上。 伊利集团 X 联想集团联合公益行动捐赠仪式 伊利集团副总裁刘大鹏在致辞中表示，作为从内蒙古走向全球的企业，回馈家乡、守护青少年成长，是 伊利刻在基因里的责任与使命。此次再次回到这里，希望这份"来自家乡的营养力量"，能陪伴孩子们在 草原上奔跑、在课堂上探索，以更健康的体魄、更充沛的能量，向着更大的舞台追光前行。 学生代表上台领取学习用品包 这次联合行动，并不是伊利 ...