3 6 Ke·2025-07-22 07:28Group 1 - The dairy market is segmented into various categories including adult milk powder, pure milk, yogurt, and ice cream, among others, totaling 10 primary categories and 16 subcategories [2][3] - In Q2 2025, the market share of ambient pure milk decreased to approximately 36.97%, while ice cream gained a market share of about 27.03% [7][8] - Low-temperature yogurt showed significant growth, achieving a market share of 15.72%, with a year-on-year increase of 1.73% [5][7] Group 2 - The overall dairy market is experiencing a structural upgrade, driven by rising consumer health awareness and the increasing coverage of low-temperature cold chains [5][8] - The market share of low-temperature pure milk and yogurt is growing faster than that of ambient products, indicating a shift in consumer preferences [5][8] - The price index for dairy products shows a mild recovery, although it remains below the baseline of 100, indicating ongoing pricing pressures [11][12] Group 3 - The top five SKUs in the ambient pure milk category are dominated by major brands like Yili and Mengniu, with a combined market share of 87.57% [30][36] - In the low-temperature yogurt segment, the CR5 market share is 66.99%, with major players including Junlebao and Mengniu [38][46] - The ice cream category has a CR5 market share of 58.74%, with Yili leading at 34.33% [62][68] Group 4 - The SKU count for ice cream is the highest among dairy categories, indicating a vibrant product iteration and market activity [16][24] - The average price of low-temperature pure milk has shown fluctuations, with a notable increase in Q1 2025 followed by a slight decrease in Q2 2025 [59][60] - The non-combination products in the low-temperature pure milk category show diverse consumer preferences, with a range of packaging sizes and price points [60][61]