YILI(SH:600887) Zheng Quan Shi Bao Wang·2025-09-10 12:36Core Insights - Yili's modern smart health valley showcases a fully automated production line capable of processing over 7,000 tons of fresh milk daily and packaging 40,000 bags of milk per hour, making it the fastest milk production line globally [1] - The integration of AI and automation in Yili's supply chain significantly reduces risks related to raw material expiration, excess inventory, and stockouts [1][2] - Yili has developed a comprehensive consumer digital platform that enhances product quality and service diversity, leveraging data-driven insights to improve customer satisfaction [2] Group 1: Smart Factory and Supply Chain - Yili's smart factory utilizes advanced technologies such as AI and robotics to achieve efficient automated production [2] - The supply chain control tower system, developed in collaboration with Lenovo, integrates over 80 supply indicators and 140 promotional product indicators, optimizing production planning and procurement processes [1] Group 2: Consumer Engagement and Digitalization - Yili's consumer digital platform supports over 20 mini-programs on WeChat, providing integrated services for purchasing, after-sales, new product co-creation, and health consultations [1] - The introduction of a unified VOC intelligent mining management platform enhances the ability to understand consumer trends and implement business improvements, thereby increasing NPS and customer satisfaction [1] Group 3: AI and Industry Transformation - Lenovo emphasizes that AI is transitioning from a standalone technology to a critical productivity driver for businesses, necessitating its internal application and promotion [3] - The collaboration between Lenovo and Yili reflects a broader trend of AI integration across various industries, aiming to create new possibilities and drive industry transformation [2][3]