在奶酪行业“苦熬”3年，酪神世家破产清算

Core Insights - The company "酪神世家" has entered bankruptcy liquidation as accepted by the Shanghai Third Intermediate People's Court, with the first creditors' meeting held on October 23, 2023 [1] - Established in March 2022 with a registered capital of approximately 16.25 million yuan, the company has a complex ownership structure involving several stakeholders, including major shareholders like 郭本恒 and various investment firms [1] - The company launched its first product, a five-dimensional growth cheese stick, in October 2022, and introduced a new fresh cheese product in November 2023, targeting health-conscious consumers [1] Industry Overview - The cheese retail market in China experienced significant growth from 2020 to 2022, with sales increasing from 3.238 billion yuan in 2020 to 4.337 billion yuan in 2022, although the growth rate slowed to 3.5% in both 2021 and 2022 [2] - Factors such as logistics issues, rising raw material costs, intensified competition, and weak consumer demand have led to fluctuations in performance across major cheese brands since 2022 [2] - The cheese industry is expected to see a narrowing of sales decline in the first half of 2025, with innovation focusing on snack products for all age groups and specialized products for businesses [2] - The competitive landscape of the Chinese cheese industry is characterized by both foreign and domestic brands, with notable foreign brands including Kraft and Président, and domestic brands like Yili and Mengniu [2]