YILI(SH:600887) Xin Lang Zheng Quan·2025-08-28 09:25Core Insights - Yili Group (600887.SH) reported a total revenue of 61.933 billion yuan for the first half of 2025, marking a year-on-year increase of 3.37% [1] - The company's net profit attributable to shareholders, excluding non-recurring items, reached 7.016 billion yuan, reflecting a year-on-year growth of 31.78% [1] - Yili maintains its position as the leading dairy company in Asia, with its competitive advantage continuing to expand [1] Business Performance - All product categories of Yili are ranked first in the industry, with liquid milk showing a positive trend across the board [1] - The market share of the star product, Anmuxi, continues to grow, maintaining its position as the top-selling ambient yogurt [1] - The overall market share for infant formula (including cow and goat milk powder) reached 18.1%, achieving double-digit growth and becoming the national leader [1] - Revenue from the ice cream business was 8.229 billion yuan, also achieving double-digit growth and securing the market's top position [1] Product Expansion - Yili's health water segment demonstrated strong growth, with new product launches including Matcha Green Tea, Fragrant Oolong, and "Qian Ai Baby" low-sodium mineral water for infants [1] - The water beverage business achieved double-digit high growth due to the expanded product matrix [1] International Expansion - Yili is accelerating its international expansion, with the launch of Jinlingguan in the Hong Kong market in May, gaining global market recognition for its high quality [1] - In June, Cremo entered the Saudi market, completing its core city layout [1] - Revenue from overseas operations showed significant growth, with ice cream business revenue increasing by 14.4% and infant goat milk powder revenue soaring by 65.7% [1]