YILI(SH:600887) Hua Xia Shi Bao·2025-08-28 09:37Core Insights - Yili Group reported a significant increase in performance for the first half of 2025, achieving total revenue of 61.933 billion yuan, a year-on-year growth of 3.37% [2] - The company's net profit attributable to shareholders, excluding non-recurring items, reached 7.016 billion yuan, marking a substantial year-on-year increase of 31.78% [2] - Yili maintains its position as the leading dairy company in Asia, with a strong and stable market presence [2] Revenue Breakdown - The liquid milk segment generated revenue of 36.126 billion yuan, remaining the industry leader, with a positive trend observed in the market shares of ambient yogurt, ambient dairy beverages, and premium white milk [2] - The low-temperature liquid milk segment experienced growth, with revenue from low-temperature white milk increasing by over 20% [2] - Revenue from milk powder and dairy products reached 16.578 billion yuan, reflecting a year-on-year growth of 14.26%, establishing it as a new strategic growth driver for the company [2] Market Share Highlights - Yili's overall market share for infant formula (including cow and goat milk powder) rose to 18.1%, making it the top player in the national retail market [2] - The adult milk powder segment continues to lead the industry, with an expanding market share [2] - The retail market share for cheese and dairy fat products has been consistently increasing, with revenue from cheese and dairy fat targeted at professional catering clients growing by over 20% year-on-year [2] Ice Cream Business Performance - The ice cream segment reported revenue of 8.229 billion yuan, achieving double-digit growth and maintaining its market leadership [2]