Milkground(SH:600882) Zheng Quan Ri Bao·2025-04-21 14:07Group 1 - The core viewpoint of the articles highlights the impressive performance of Miaokelan Duo in Q1 2025, driven by strong market adaptability and robust operational strategies, following the consolidation of Mengniu's cheese business [2][3] - In Q1 2025, Miaokelan Duo achieved a revenue of 1.233 billion yuan, representing a year-on-year growth of 6.26%, and a net profit attributable to shareholders of 82.3967 million yuan, which increased by 114.88% year-on-year [2] - The company has focused on product innovation, launching new products such as growth yogurt and cheese snacks to meet diverse consumer tastes and nutritional needs, while expanding its market penetration through partnerships with major retailers and e-commerce platforms [2][3] Group 2 - Miaokelan Duo's strategic focus remains on cheese, with plans to innovate and diversify products to cater to various consumer scenarios and demographics, aiming for significant market expansion [3] - The company aims to enhance its core competitive capabilities through four dimensions: innovation in cheese snacks, B2B and family-oriented cheese products, building a self-sufficient supply chain, and optimizing cost efficiency across all operational aspects [3] - The current trends in the Chinese cheese industry, including the push for domestic demand and high-quality consumption, provide a favorable environment for Miaokelan Duo's growth and development [3]