YILI(SH:600887) Xin Hua She·2025-08-25 00:18Core Viewpoint - The article highlights the green transformation journey of the dairy industry in Hohhot, particularly focusing on Yili Group's efforts in achieving carbon neutrality through a comprehensive low-carbon approach across the entire supply chain from pasture to consumer [1][8]. Group 1: Industry Overview - The dairy industry in China spans across primary, secondary, and tertiary sectors, involving breeding, processing, and consumption, making carbon reduction a significant challenge [3]. - According to the China Dairy Association's "China Dairy Quality Report (2025)", the revenue of large-scale dairy processing enterprises in 2024 reached 510.48 billion yuan, with a national milk production of 40.794 million tons, indicating an improvement in industry quality and competitiveness [3]. Group 2: Yili Group's Initiatives - Yili Group has initiated carbon audits over a decade ago, identifying that 80-90% of carbon emissions originate from upstream processes, particularly methane emissions from cows, which can reach 250 to 500 liters per day [3]. - At Yili's Chao Le Chuan Eco-Smart Pasture, 12,000 cows are maintained on a "low-carbon diet" using seaweed powder and probiotics to reduce methane emissions, alongside manure recycling for fertilizer and bedding [3][4]. - Yili has established five zero-carbon factories and launched six carbon-neutral products, aiming for continuous green innovation to lead high-quality development in the dairy sector [7]. Group 3: Technological Advancements - The production process at Yili's modern smart health valley is highly automated, with 18 production lines capable of filling 11 boxes of milk per second, enhancing efficiency and reducing resource waste [4][6]. - Energy recovery technologies are implemented to recycle cold and heat energy, saving over 5,000 tons of standard coal annually, while improved sterilization processes conserve enough electricity to power 900 four-person households for a year [6]. Group 4: Consumer Engagement and Market Trends - The availability of carbon-neutral milk, milk powder, and cheese products in the health valley industrial tourism area reflects the industry's commitment to meeting diverse consumer needs while promoting green low-carbon transformation [9]. - The dairy industry is evolving to provide differentiated products and nutritional solutions, contributing to a shift in consumer perceptions towards sustainability [8][9].