YILI(SH:600887) Cai Fu Zai Xian·2025-08-29 05:44Core Insights - The baby formula market, previously dominated by infant formula, is facing growth challenges due to significant changes in the domestic population structure, necessitating brands to innovate with differentiated products [1] - A2 protein milk and goat milk have emerged as popular alternatives, with brands competing fiercely in this space, particularly focusing on the unique advantages of the rare Juanshan cow milk [1] Group 1: Industry Trends - The Juanshan cow, known for its strong constitution and high nutritional value, is gaining popularity among consumers, with over 70% of surveyed mothers recognizing its superior nutritional benefits and taste [1] - Despite its advantages, the Juanshan cow represents only 1% of the global dairy cow population, and its high breeding costs deter many companies from entering this niche market [1] Group 2: Company Developments - Yili's Jinling Crown has advanced in the industry by integrating Juanshan milk into its baby formula development, focusing on a combination of Juanshan breed and organic certification [2] - The newly launched Senamoo Juanshan Organic Milk Powder utilizes 100% Juanshan organic raw milk, boasting 1.5 times the fat content and higher levels of protein and calcium compared to regular milk sources [4] - The product features an industry-leading formula that enhances immune protection, nutrient absorption, and cognitive development, positioning it as a high-quality, differentiated choice in the market [4] - The introduction of Senamoo Juanshan Organic Milk Powder sets a new standard for premium products in the baby formula sector, reflecting Yili's commitment to leading the high-end market with innovative offerings [4]