Milkground(SH:600882) Xin Lang Cai Jing·2025-11-07 06:58Core Viewpoint - The conference highlighted the significant opportunities for the Chinese dairy industry, particularly in cheese production, driven by favorable macro policies and the potential for high-quality growth in the sector [4][6]. Industry Overview - The eighth China International Import Expo featured a seminar focused on the optimization and upgrading of the dairy industry, emphasizing the importance of cheese as a key growth category [1][3]. - Experts discussed the current state of the Chinese dairy industry, its challenges, and future opportunities for differentiated high-quality development [3]. Company Insights - Miaokelando, recognized as a pioneer in the Chinese cheese industry, is innovating and entering a new phase of high-quality growth, receiving acknowledgment from industry leaders [3][4]. - The founder of Miaokelando, Chai Xiu, presented on the significant opportunities in the cheese market, emphasizing its high nutritional value and potential for differentiation within the dairy sector [4][6]. Market Potential - The Chinese cheese market is projected to reach a scale of 100 billion yuan, with increasing market penetration and a growing proportion of domestic raw milk being processed into cheese [6]. - The development of cheese can help address structural imbalances in the supply and demand of raw milk, enhancing the overall dairy industry [4][6]. Strategic Goals - Miaokelando aims to achieve higher strategic goals in the next three to five years, focusing on supply chain optimization, quality, cost efficiency, organizational vitality, and store performance [6]. - The company is committed to showcasing innovative cheese products tailored for various consumer segments, promoting cheese as part of a fashionable lifestyle [6][7]. Call to Action - The conference called for greater societal support for the development of the Chinese cheese industry, encouraging more consumers to embrace cheese as a nutritious part of their diet [7][9]. - The industry is encouraged to learn from global dairy enterprises and enhance domestic capabilities in cheese production, technology, and talent development [9].