Milkground(SH:600882) Zheng Quan Ri Bao Zhi Sheng·2025-07-22 06:13Core Insights - The year 2025 marks a milestone for China's cheese industry, with Miaokelan Duo celebrating its tenth anniversary in the cheese sector, contributing to the "cheese enlightenment" in the market [1] - The event "Gathering Strength, Creating the Future" highlighted the importance of product differentiation in the cheese market, emphasizing the need for innovation and clear positioning to capture market share [2] - The demand for cheese is expected to grow due to rising health awareness, diverse consumer needs, and an increasing young consumer demographic, providing a broad market space for the cheese industry [2] Company Strategies - Miaokelan Duo aims to enhance its product offerings by focusing on functional cheese products and exploring new categories such as ginseng cheese, collaborating with local authorities for joint research and development [3] - The company plans to implement a dual strategy of "TOB TOC" and "mergers and acquisitions," targeting both business clients and end consumers, while also expanding internationally [4] - The five strategic guarantees for Miaokelan Duo include product innovation, brand upgrading, quality excellence, cost efficiency, and organizational development [4] Market Trends - The penetration of cheese into traditional Chinese diets is expected to increase, driven by consumer upgrades and the rapid development of related dairy products [5] - The shift towards solid dairy products will require more raw milk, which will help balance supply and demand in the dairy farming sector, potentially leading to a cheese market exceeding 100 billion yuan [6] - The domestic production of cheese raw materials and innovative cheese products is anticipated to accelerate, resulting in significant industry expansion and attracting more companies to the cheese market [6]